|
Institutional
Holders
Total
Institutions:
|
391 8 |
|
Total
shares held :
|
67,809,565 |
|
% of shares
held :
|
35.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-46 |
|
Amount
of shares held :
|
2,160,546 |
|
% of shares
held change :
|
1.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.33 |
|
Last
Quarter's Ending
Price :
|
$39.19 |
|
Last
Quarter's Average
Price :
|
$35.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.48 (15.26%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
32
|
401,099
|
0.59%
|
|
|
Increased
Positions : |
123
|
9,270,069
|
13.67%
|
|
|
Unchanged
Positions : |
75
|
5,973,925
|
8.81%
|
|
|
Decreased
Positions : |
161
|
-5,680,736
|
-8.38%
|
|
|
Closed
Positions : |
40
|
-1,829,886
|
-2.7%
|
|
|
Guru
Positions : |
1
|
86,130
|
0.13%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PRUDENTIAL CORP PLC |
2 |
- |
2023-12-31 |
21,268,633 |
$833,518,000 |
4,635,075 |
|
MEIJI YASUDA LIFE INSURANCE CO |
2 |
- |
2023-12-31 |
10,592,146 |
$415,106,000 |
928,298 |
|
LPL FINANCIAL CORP |
267 |
- |
2024-03-31 |
2,954,276 |
$120,269,000 |
265,408 |
|
AMERIPRISE FINANCIAL INC |
531 |
- |
2023-12-31 |
2,460,028 |
$96,396,000 |
1,890,041 |
|
UBS Group AG |
781 |
- |
2023-12-31 |
998,324 |
$39,124,000 |
192,627 |
|
WELLS FARGO & CO/MN |
889 |
- |
2024-03-31 |
783,005 |
$31,876,000 |
215,907 |
|
HANSON MCCLAIN, INC. |
52 |
- |
2024-03-31 |
682,226 |
$27,773,000 |
391 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
518 |
- |
2024-03-31 |
452,671 |
$18,428,000 |
36,105 |
|
GOLDMAN SACHS GROUP INC/ |
1672 |
- |
2023-12-31 |
435,713 |
$17,076,000 |
13,730 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
13 |
- |
2023-12-31 |
395,094 |
$15,484,000 |
163 |
|
Curran Financial Partners LLC |
3 |
- |
2024-03-31 |
371,282 |
$15,115,000 |
10,333 |
|
Advisor Group Holdings Inc. |
519 |
- |
2024-03-31 |
361,928 |
$14,734,000 |
17,502 |
|
Barry Investment Advisors LLC |
5 |
- |
2024-03-31 |
302,755 |
$12,325,000 |
16,071 |
|
Hapanowicz & Associates Financial Services Inc |
6 |
- |
2024-03-31 |
299,833 |
$12,206,000 |
5,982 |
|
CITADEL ADVISORS LLC |
1186 |
- |
2023-12-31 |
245,828 |
$9,634,000 |
245,828 |
|
CITIGROUP INC |
956 |
- |
2024-03-31 |
203,474 |
$8,286,000 |
187,800 |
|
Wealthfront Advisers LLC |
186 |
- |
2024-03-31 |
186,171 |
$7,579,000 |
17,760 |
|
GUNMA BANK,LTD. |
17 |
- |
2024-03-31 |
175,000 |
$7,124,000 |
100,000 |
|
JANNEY MONTGOMERY SCOTT LLC |
715 |
- |
2024-03-31 |
140,110 |
$5,704,000 |
21,355 |
|
INTL FCSTONE INC. |
34 |
- |
2024-03-31 |
137,053 |
$5,579,000 |
25,785 |
|
Crescent Grove Advisors LLC |
35 |
- |
2024-03-31 |
135,883 |
$5,532,000 |
1,060 |
|
GeoWealth Management LLC |
56 |
- |
2023-12-31 |
138,337 |
$5,421,000 |
138,337 |
|
CI Private Wealth LLC |
688 |
- |
2024-03-31 |
136,007 |
$5,413,000 |
100,600 |
|
Private Advisor Group LLC |
442 |
- |
2024-03-31 |
128,923 |
$5,248,000 |
1,767 |
|
AE Wealth Management LLC |
576 |
- |
2023-12-31 |
130,282 |
$5,089,000 |
92,508 |
|
STIFEL FINANCIAL CORP |
1118 |
- |
2023-12-31 |
121,718 |
$4,770,000 |
4,766 |
|
Heartwood Wealth Advisors LLC |
30 |
- |
2024-03-31 |
106,619 |
$4,340,000 |
26,486 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
594 |
- |
2023-12-31 |
100,442 |
$3,936,000 |
8,655 |
|
PROSPERA FINANCIAL SERVICES |
177 |
- |
2023-12-31 |
100,389 |
$3,934,000 |
58,885 |
|
Venture Visionary Partners LLC |
120 |
- |
2023-12-31 |
93,735 |
$3,673,000 |
18,516 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
483 |
- |
2024-03-31 |
86,285 |
$3,513,000 |
8,394 |
|
Garrett Investment Advisors LLC |
50 |
- |
2024-03-31 |
85,149 |
$3,466,000 |
1,299 |
|
BANK OF MONTREAL /CAN/ |
1165 |
- |
2023-12-31 |
84,131 |
$3,320,000 |
6,436 |
|
QUANTITATIVE ADVANTAGE LLC |
50 |
- |
2023-03-31 |
84,171 |
$3,198,000 |
19,709 |
|
FLAGSHIP HARBOR ADVISORS LLC |
112 |
- |
2024-03-31 |
76,149 |
$3,100,000 |
57,651 |
|
Farrow Financial Inc. |
12 |
- |
2024-03-31 |
76,069 |
$3,097,000 |
7,554 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
78,722 |
$3,085,000 |
10,804 |
|
Global Strategic Investment Solutions LLC |
42 |
- |
2024-03-31 |
75,744 |
$3,084,000 |
24 |
|
HIGHTOWER ADVISORS, LLC |
1238 |
- |
2024-03-31 |
69,329 |
$2,816,000 |
5,650 |
|
Geneos Wealth Management Inc. |
209 |
- |
2024-03-31 |
63,107 |
$2,569,000 |
253 |
|
NATIONAL ASSET MANAGEMENT, INC. |
293 |
- |
2023-12-31 |
64,324 |
$2,521,000 |
7,191 |
|
Castleview Partners LLC |
11 |
- |
2024-03-31 |
56,442 |
$2,298,000 |
41,763 |
|
FLOW TRADERS U.S. LLC |
190 |
- |
2023-12-31 |
58,569 |
$2,295,000 |
45,979 |
|
Balentine LLC |
95 |
- |
2023-12-31 |
55,589 |
$2,179,000 |
49,706 |
|
JANE STREET GROUP LLC |
2377 |
- |
2023-12-31 |
52,708 |
$2,066,000 |
35,911 |
|
WCG Wealth Advisors LLC |
139 |
- |
2023-12-31 |
50,643 |
$1,985,000 |
168 |
|
PRUDENTIAL FINANCIAL INC |
1455 |
- |
2023-12-31 |
49,533 |
$1,941,000 |
4,650 |
|
Towercrest Capital Management |
44 |
- |
2024-03-31 |
46,167 |
$1,879,000 |
6,070 |
|
Lakeview Capital Partners LLC |
81 |
- |
2024-03-31 |
45,137 |
$1,838,000 |
101 |
|
IFG Advisory LLC |
198 |
- |
2024-03-31 |
44,959 |
$1,830,000 |
1,128 |
|
PATHSTONE FAMILY OFFICE, LLC |
543 |
- |
2023-09-30 |
43,824 |
$1,537,000 |
43,824 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
64 |
- |
2024-03-31 |
36,268 |
$1,476,000 |
8,499 |
|
Private Wealth Group LLC |
22 |
- |
2024-03-31 |
35,941 |
$1,463,000 |
47 |
|
COMERICA SECURITIESINC. |
161 |
- |
2023-09-30 |
41,223 |
$1,446,000 |
30,652 |
|
DAVIDSON D A & CO |
614 |
- |
2023-12-31 |
34,562 |
$1,354,000 |
7,780 |
|
McAdam LLC |
98 |
- |
2024-03-31 |
32,664 |
$1,330,000 |
2,743 |
|
Capital Analysts Inc. |
204 |
- |
2023-12-31 |
32,996 |
$1,293,000 |
1,780 |
|
Alliance Wealth Management Group |
39 |
- |
2024-03-31 |
31,444 |
$1,280,000 |
5,310 |
|
EP WEALTH ADVISORS, INC. |
325 |
- |
2023-12-31 |
32,496 |
$1,274,000 |
7,017 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
97 |
- |
2024-03-31 |
30,040 |
$1,223,000 |
8 |
|
LINCOLN NATIONAL CORP |
470 |
- |
2024-03-31 |
28,930 |
$1,178,000 |
6 |
|
Apollon Wealth Management LLC |
421 |
- |
2024-03-31 |
28,591 |
$1,164,000 |
3,445 |
|
Insight Advisors LLC/ PA |
82 |
- |
2024-03-31 |
27,209 |
$1,108,000 |
509 |
|
SAX WEALTH ADVISORS LLC |
68 |
- |
2023-12-31 |
28,227 |
$1,106,000 |
216 |
|
EAGLE GLOBAL ADVISORS LLC |
142 |
- |
2023-12-31 |
28,009 |
$1,098,000 |
160 |
|
H D Vest Advisory Services |
712 |
- |
2024-03-31 |
26,787 |
$1,090,000 |
581 |
|
Strategic Financial Concepts LLC |
90 |
- |
2024-03-31 |
25,537 |
$1,040,000 |
4,452 |
|
HARBOUR INVESTMENTS INC. |
368 |
- |
2023-12-31 |
24,632 |
$965,000 |
567 |
|
Traverso Chambers Private Wealth Management LLC |
57 |
- |
2023-12-31 |
24,168 |
$947,000 |
24 |
|
Valeo Financial Advisors LLC |
261 |
- |
2024-03-31 |
21,958 |
$875,000 |
384 |
|
CASCADE INVESTMENT GROUP INC. |
39 |
- |
2023-12-31 |
22,095 |
$866,000 |
33 |
|
Foundations Investment Advisors LLC |
332 |
- |
2023-12-31 |
21,490 |
$834,000 |
691 |
|
Austin Wealth Management LLC |
55 |
- |
2023-12-31 |
21,562 |
$832,000 |
970 |
|
Cambridge Advisors Inc. |
83 |
- |
2024-03-31 |
19,816 |
$807,000 |
275 |
|
MGB Wealth Management LLC |
76 |
- |
2024-03-31 |
19,552 |
$796,000 |
279 |
|
Change Path LLC |
284 |
- |
2023-12-31 |
20,081 |
$787,000 |
1,244 |
|
LexAurum Advisors LLC |
110 |
- |
2024-03-31 |
18,844 |
$767,000 |
66 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1359 |
- |
2024-03-31 |
18,179 |
$740,000 |
672 |
|
Selective Wealth Management |
44 |
- |
2024-03-31 |
18,379 |
$726,000 |
3,277 |
|
Farther Finance Advisors LLC |
280 |
- |
2023-12-31 |
18,489 |
$725,000 |
14,362 |
|
Mutual Advisors LLC |
589 |
- |
2024-03-31 |
16,911 |
$688,000 |
376 |
|
Arete Wealth Advisors LLC |
328 |
- |
2023-12-31 |
17,284 |
$677,000 |
17,284 |
|
RAYMOND JAMES TRUST CO |
592 |
- |
2024-03-31 |
16,326 |
$665,000 |
1,213 |
|
Spire Wealth Management |
452 |
- |
2024-03-31 |
16,201 |
$660,000 |
569 |
|
SAVANT CAPITAL MANAGEMENT INC |
663 |
- |
2024-03-31 |
15,991 |
$651,000 |
1,415 |
|
Envestnet Portfolio Solutions Inc. |
1018 |
- |
2024-03-31 |
15,468 |
$630,000 |
2,393 |
|
Focused Wealth Management Inc |
72 |
- |
2024-03-31 |
15,163 |
$617,000 |
81 |
|
DAVENPORT & CO LLC |
739 |
- |
2024-03-31 |
14,393 |
$586,000 |
433 |
|
Willis Johnson & Associates Inc. |
79 |
- |
2024-03-31 |
14,103 |
$574,000 |
619 |
|
Catalytic Wealth RIA LLC |
149 |
- |
2024-03-31 |
13,879 |
$565,000 |
1,042 |
|
Bogart Wealth LLC |
134 |
- |
2024-03-31 |
13,567 |
$552,000 |
61 |
|
Raab & Moskowitz Asset Management LLC |
109 |
- |
2023-12-31 |
13,705 |
$537,000 |
522 |
|
MGO Private Wealth LLC |
45 |
- |
2024-03-31 |
13,028 |
$530,000 |
1,591 |
|
Krasney Financial LLC |
195 |
- |
2024-03-31 |
12,999 |
$529,000 |
83 |
|
FSC Wealth Advisors LLC |
34 |
- |
2024-03-31 |
12,695 |
$517,000 |
8,470 |
|
REGAL INVESTMENT ADVISORS, LLC |
328 |
- |
2023-12-31 |
12,347 |
$484,000 |
12,347 |
|
MISSION CREEK CAPITAL PARTNERS INC |
154 |
- |
2023-12-31 |
12,326 |
$483,000 |
2 |
|
PRIVATE TRUST CO NA |
395 |
- |
2024-03-31 |
11,141 |
$454,000 |
6,550 |
|
SimpliFi Inc. |
31 |
- |
2024-03-31 |
10,739 |
$437,000 |
244 |
|
Beacon Bridge Wealth Partners LLC |
67 |
- |
2024-03-31 |
10,746 |
$437,000 |
3,931 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|