|
Institutional
Holders
Total
Institutions:
|
141 4 |
|
Total
shares held :
|
21,098,668 |
|
% of shares
held :
|
23.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
45 |
|
Amount
of shares held :
|
5,445,499 |
|
% of shares
held change :
|
6.05% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
117 |
- |
2024-03-31 |
6,396,531 |
$320,018,000 |
338,289 |
|
MORGAN STANLEY |
1080 |
- |
2023-12-31 |
2,261,056 |
$112,736,000 |
1,159,610 |
|
RENAISSANCE TECHNOLOGIES LLC |
213 |
- |
2023-12-31 |
1,466,300 |
$73,110,000 |
603,600 |
|
STIFEL FINANCIAL CORP |
283 |
- |
2023-12-31 |
1,011,618 |
$50,439,000 |
287,044 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
227 |
- |
2024-03-31 |
662,996 |
$33,170,000 |
658,381 |
|
GRIES FINANCIAL LLC |
2 |
- |
2023-12-31 |
640,896 |
$31,955,000 |
49,526 |
|
MML INVESTORS SERVICES LLC |
186 |
- |
2023-12-31 |
522,077 |
$26,031,000 |
90,652 |
|
Revolve Wealth Partners LLC |
5 |
- |
2024-03-31 |
447,118 |
$22,369,000 |
-10,557 |
|
ENVESTNET ASSET MANAGEMENT INC |
1015 |
- |
2023-12-31 |
420,440 |
$20,963,000 |
61,454 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
485 |
- |
2024-03-31 |
409,765 |
$20,501,000 |
114,605 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
52 |
- |
2024-03-31 |
409,302 |
$20,477,000 |
-34,100 |
|
ADIRONDACK RETIREMENT SPECIALISTS INC. |
1 |
- |
2023-09-30 |
403,937 |
$20,225,000 |
160,765 |
|
Lido Advisors LLC |
78 |
- |
2023-12-31 |
395,829 |
$19,736,000 |
-3,086 |
|
Private Advisor Group LLC |
147 |
- |
2024-03-31 |
363,184 |
$18,170,000 |
-5,391 |
|
Wealthquest Corp |
15 |
- |
2024-03-31 |
318,155 |
$15,917,000 |
-279,958 |
|
HIGHTOWER ADVISORS, LLC |
543 |
- |
2024-03-31 |
314,540 |
$15,780,000 |
-516,324 |
|
MULTIFINANCIAL SECURITIES CORP |
108 |
- |
2023-12-31 |
290,392 |
$14,479,000 |
80,918 |
|
Strait & Sound Wealth Management LLC |
3 |
- |
2024-03-31 |
241,910 |
$12,074,000 |
119,835 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
422 |
- |
2024-03-31 |
220,805 |
$11,047,000 |
23,035 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
130 |
- |
2024-03-31 |
220,561 |
$11,035,000 |
-31,761 |
|
Fortis Group Advisors LLC |
12 |
*New |
2024-03-31 |
202,934 |
$10,153,000 |
202,934 |
|
Moloney Securities Asset Management LLC |
11 |
- |
2024-03-31 |
187,665 |
$9,389,000 |
7,287 |
|
NATIONAL ASSET MANAGEMENT, INC. |
86 |
- |
2023-12-31 |
178,067 |
$8,878,000 |
-144,209 |
|
Integrated Wealth Concepts LLC |
177 |
- |
2023-12-31 |
155,381 |
$7,747,000 |
21,416 |
|
Cetera Investment Advisers |
300 |
- |
2023-12-31 |
153,193 |
$7,638,000 |
43,922 |
|
Valtinson Bruner Financial Planning LLC |
8 |
*New |
2024-03-31 |
139,424 |
$6,975,000 |
139,424 |
|
SCOTIA CAPITAL INC. |
209 |
- |
2023-12-31 |
128,147 |
$6,389,000 |
-240 |
|
DENVER WEALTH MANAGEMENT INC. |
6 |
- |
2024-03-31 |
125,895 |
$6,298,000 |
-20,283 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
852 |
- |
2024-03-31 |
125,093 |
$6,258,000 |
125,093 |
|
Kestra Advisory Services LLC |
423 |
- |
2023-12-31 |
110,010 |
$5,485,000 |
28,134 |
|
H D Vest Advisory Services |
307 |
- |
2024-03-31 |
99,351 |
$4,971,000 |
18,647 |
|
FIRST HEARTLAND CONSULTANTS INC |
55 |
- |
2024-03-31 |
97,170 |
$4,861,000 |
-1,613 |
|
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
37 |
*New |
2024-03-31 |
95,326 |
$4,769,000 |
95,326 |
|
WEALTHSOURCE PARTNERS LLC |
55 |
- |
2023-12-31 |
92,786 |
$4,626,000 |
42,162 |
|
Equitable Holdings Inc. |
251 |
- |
2023-12-31 |
83,866 |
$4,182,000 |
30,618 |
|
Global Assets Advisory LLC |
105 |
- |
2024-03-31 |
201,680 |
$4,047,000 |
182,297 |
|
Stegent Equity Advisors Inc. |
5 |
- |
2024-03-31 |
78,872 |
$3,946,000 |
33,577 |
|
MONEY CONCEPTS CAPITAL CORP |
75 |
- |
2024-03-31 |
77,991 |
$3,902,000 |
59,720 |
|
Wealthstar Advisors LLC |
8 |
- |
2024-03-31 |
76,151 |
$3,810,000 |
348 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
605 |
- |
2023-12-31 |
75,111 |
$3,745,000 |
7,110 |
|
JANNEY MONTGOMERY SCOTT LLC |
867 |
- |
2024-03-31 |
74,134 |
$3,709,000 |
-288,374 |
|
Stratos Wealth Partners LTD. |
300 |
- |
2024-03-31 |
70,621 |
$3,533,000 |
-16,987 |
|
F/M Investments LLC |
9 |
- |
2024-03-31 |
70,132 |
$3,509,000 |
-45,126 |
|
BB&T CORP |
990 |
- |
2023-12-31 |
70,315 |
$3,506,000 |
-5,709 |
|
AE Wealth Management LLC |
711 |
- |
2023-12-31 |
68,943 |
$3,449,000 |
49,038 |
|
BBK Capital Partners LLC |
18 |
- |
2023-12-31 |
67,360 |
$3,359,000 |
42,830 |
|
GaveKal Capital LLC |
1 |
- |
2024-03-31 |
65,524 |
$3,278,000 |
-30,350 |
|
HARTLINE INVESTMENT CORP/ |
37 |
*New |
2024-03-31 |
65,500 |
$3,277,000 |
65,500 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
37 |
- |
2024-03-31 |
65,500 |
$3,277,000 |
-13,476 |
|
Householder Group Estate & Retirement Specialist L |
19 |
- |
2024-03-31 |
65,254 |
$3,265,000 |
9,836 |
|
JANE STREET GROUP LLC |
1924 |
- |
2023-12-31 |
63,758 |
$3,179,000 |
-112,167 |
|
GREAT VALLEY ADVISOR GROUP INC. |
216 |
*New |
2024-03-31 |
62,358 |
$3,120,000 |
62,358 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1410 |
- |
2024-03-31 |
60,538 |
$3,029,000 |
46,050 |
|
MARINER WEALTH ADVISORS, LLC |
896 |
- |
2023-12-31 |
57,926 |
$2,888,000 |
376 |
|
OBERMEYER ASSET MANAGEMENT CO |
53 |
*New |
2024-03-31 |
57,089 |
$2,856,000 |
57,089 |
|
HILTON CAPITAL MANAGEMENT, LLC |
67 |
- |
2024-03-31 |
56,173 |
$2,810,000 |
18,990 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
69 |
- |
2024-03-31 |
54,815 |
$2,731,000 |
22,925 |
|
Hamilton Wealth LLC |
32 |
- |
2023-12-31 |
54,419 |
$2,713,000 |
35,839 |
|
Wealthcare Advisory Partners LLC |
192 |
- |
2024-03-31 |
53,454 |
$2,674,000 |
17,209 |
|
Koshinski Asset Management Inc. |
82 |
- |
2024-03-31 |
51,072 |
$2,555,000 |
-9,521 |
|
Ameritas Advisory Services LLC |
154 |
- |
2023-12-31 |
46,728 |
$2,330,000 |
-15,685 |
|
Silver Coast Investments LLC |
18 |
- |
2023-12-31 |
46,476 |
$2,317,000 |
0 |
|
Sage Mountain Advisors LLC |
52 |
*New |
2024-03-31 |
46,125 |
$2,308,000 |
46,125 |
|
Farther Finance Advisors LLC |
122 |
- |
2023-12-31 |
43,666 |
$2,177,000 |
858 |
|
MANCHESTER FINANCIAL INC |
25 |
- |
2024-03-31 |
42,056 |
$2,104,000 |
-465 |
|
Forum Financial Management LP |
107 |
*New |
2024-03-31 |
41,100 |
$2,056,000 |
41,100 |
|
VisionPoint Advisory Group LLC |
35 |
- |
2024-03-31 |
39,507 |
$1,977,000 |
2,889 |
|
DAVENPORT & CO LLC |
450 |
- |
2024-03-31 |
39,059 |
$1,954,000 |
-7,645 |
|
Wayfinding Financial LLC |
23 |
- |
2024-03-31 |
37,418 |
$1,866,000 |
43 |
|
Divergent Planning LLC |
10 |
- |
2024-03-31 |
33,762 |
$1,682,000 |
27,850 |
|
UBS Group AG |
3004 |
- |
2023-12-31 |
33,157 |
$1,653,000 |
29,009 |
|
NORTHERN OAK CAPITAL MANAGEMENT INC |
95 |
- |
2024-03-31 |
30,024 |
$1,502,000 |
0 |
|
Tuttle Tactical Management LLC |
1 |
- |
2024-03-31 |
30,000 |
$1,501,000 |
-27,800 |
|
VISTA FINANCE LLC |
10 |
- |
2024-03-31 |
30,000 |
$1,501,000 |
-19,526 |
|
Crown Wealth Group LLC |
23 |
- |
2024-03-31 |
28,690 |
$1,435,000 |
11,370 |
|
MBL Wealth LLC |
67 |
*New |
2024-03-31 |
28,002 |
$1,401,000 |
28,002 |
|
BANK OF MONTREAL /CAN/ |
1488 |
- |
2023-12-31 |
27,921 |
$1,396,000 |
-4,192 |
|
Krasney Financial LLC |
136 |
- |
2024-03-31 |
27,395 |
$1,371,000 |
4,152 |
|
IHT Wealth Management LLC |
317 |
- |
2023-12-31 |
26,079 |
$1,300,000 |
20,253 |
|
Sargent Bickham Lagudis LLC |
117 |
*New |
2022-12-31 |
26,062 |
$1,299,000 |
26,062 |
|
SMI Advisory Services LLC |
44 |
*New |
2024-03-31 |
24,957 |
$1,245,000 |
24,957 |
|
SYNOVUS FINANCIAL CORP |
388 |
- |
2023-12-31 |
24,710 |
$1,232,000 |
3,277 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
507 |
- |
2024-03-31 |
23,954 |
$1,198,000 |
67 |
|
Glass Jacobson Investment Advisors llc |
71 |
- |
2024-03-31 |
23,802 |
$1,191,000 |
1,675 |
|
BlueChip Wealth Advisors LLC |
34 |
- |
2024-03-31 |
23,758 |
$1,189,000 |
5,206 |
|
PRINCIPAL SECURITIES INC. |
406 |
*New |
2024-03-31 |
23,725 |
$1,187,000 |
23,725 |
|
Gitterman Wealth Management LLC |
14 |
*New |
2024-03-31 |
21,271 |
$1,064,000 |
21,271 |
|
Sovereign Financial Group Inc. |
76 |
- |
2024-03-31 |
20,243 |
$1,013,000 |
11,874 |
|
J.W. COLE ADVISORS INC. |
359 |
- |
2024-03-31 |
18,253 |
$913,000 |
5,810 |
|
Concurrent Investment Advisors LLC |
400 |
- |
2024-03-31 |
17,402 |
$871,000 |
-893 |
|
Foguth Wealth Management LLC. |
51 |
- |
2024-03-31 |
16,480 |
$824,000 |
0 |
|
Signal Advisors Wealth LLC |
109 |
- |
2024-03-31 |
16,480 |
$824,000 |
-3,466 |
|
FLOW TRADERS U.S. LLC |
382 |
*New |
2023-12-31 |
16,433 |
$819,000 |
16,433 |
|
Spinnaker Investment Group LLC |
35 |
- |
2024-03-31 |
16,017 |
$801,000 |
-1,287 |
|
Gladstone Institutional Advisory LLC |
331 |
- |
2023-12-31 |
15,652 |
$780,000 |
1,412 |
|
Vontobel Holding Ltd. |
675 |
*New |
2024-03-31 |
14,259 |
$713,000 |
14,259 |
|
Perigon Wealth Management LLC |
453 |
- |
2024-03-31 |
14,220 |
$711,000 |
-7,939 |
|
J P MORGAN CHASE & CO |
3552 |
*New |
2024-03-31 |
13,999 |
$700,000 |
13,999 |
|
All Season Financial Advisors Inc. |
43 |
- |
2024-03-31 |
13,842 |
$693,000 |
-1,438 |
|
Sigma Planning Corp |
648 |
- |
2024-03-31 |
13,258 |
$663,000 |
13,258 |
|
|
100 Records found
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1
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