|
Institutional
Holders
Total
Institutions:
|
491 17 |
|
Total
shares held :
|
164,625,127 |
|
% of shares
held :
|
18.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-3,716,068 |
|
% of shares
held change :
|
-0.41% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
48
|
1,879,229
|
1.14%
|
|
|
Increased
Positions : |
189
|
10,435,155
|
6.34%
|
|
|
Unchanged
Positions : |
46
|
4,024,188
|
2.44%
|
|
|
Decreased
Positions : |
208
|
-14,864,678
|
-9.03%
|
|
|
Closed
Positions : |
31
|
-1,165,774
|
-0.71%
|
|
|
Guru
Positions : |
2
|
7,634
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
26 |
- |
2023-12-31 |
28,943,877 |
$1,460,797,000 |
-423,612 |
|
LPL FINANCIAL CORP |
60 |
- |
2023-12-31 |
10,958,316 |
$553,066,000 |
-778,173 |
|
BANK OF AMERICA CORP /DE/ |
323 |
- |
2023-12-31 |
9,223,892 |
$465,530,000 |
-822,722 |
|
MORGAN STANLEY |
518 |
- |
2023-12-31 |
7,332,004 |
$370,046,000 |
-145,851 |
|
BLACKROCK INC. |
1473 |
- |
2023-12-31 |
5,079,209 |
$256,348,000 |
388,794 |
|
UBS Group AG |
229 |
- |
2023-12-31 |
4,369,616 |
$220,535,000 |
97,337 |
|
Advisor Group Holdings Inc. |
49 |
- |
2023-12-31 |
3,980,400 |
$200,951,000 |
-1,849,750 |
|
Envestnet Portfolio Solutions Inc. |
28 |
- |
2023-12-31 |
3,792,224 |
$191,394,000 |
81,949 |
|
J P MORGAN CHASE & CO |
623 |
- |
2023-12-31 |
3,343,933 |
$168,768,000 |
127,728 |
|
OXBOW ADVISORS, LLC |
1 |
- |
2023-12-31 |
2,003,130 |
$101,098,000 |
290,949 |
|
MML INVESTORS SERVICES LLC |
38 |
- |
2023-12-31 |
1,927,318 |
$97,272,000 |
181,625 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
158 |
- |
2024-03-31 |
1,770,621 |
$89,753,000 |
-114,422 |
|
Cetera Investment Advisers |
21 |
- |
2023-12-31 |
1,702,461 |
$85,923,000 |
-14,908 |
|
Steward Financial Group LLC |
1 |
- |
2023-09-30 |
1,681,786 |
$85,333,000 |
-65,116 |
|
RENAISSANCE TECHNOLOGIES LLC |
180 |
- |
2023-12-31 |
1,541,500 |
$77,800,000 |
545,600 |
|
BIP Wealth LLC |
3 |
- |
2023-12-31 |
1,469,779 |
$74,180,000 |
141,094 |
|
BB&T CORP |
175 |
- |
2023-12-31 |
1,418,863 |
$71,610,000 |
-40,890 |
|
MERCER GLOBAL ADVISORS INC /ADV |
74 |
- |
2023-12-31 |
1,408,439 |
$71,084,000 |
1,286,165 |
|
MADISON ASSET MANAGEMENT LLC |
35 |
- |
2023-12-31 |
1,378,804 |
$69,588,000 |
-448,972 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
67 |
- |
2024-03-31 |
1,337,828 |
$67,814,000 |
-186,629 |
|
Arbor Investment Advisors LLC |
4 |
- |
2024-03-31 |
1,333,970 |
$67,619,000 |
78,757 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
37 |
- |
2023-12-31 |
1,334,161 |
$67,335,000 |
1,206,622 |
|
MARINER WEALTH ADVISORS, LLC |
132 |
- |
2023-12-31 |
1,282,193 |
$64,712,000 |
121,168 |
|
ROYAL BANK OF CANADA |
613 |
- |
2023-12-31 |
1,254,800 |
$63,328,000 |
116,132 |
|
Resources Investment Advisors Inc. |
17 |
- |
2023-12-31 |
1,184,760 |
$59,795,000 |
209,785 |
|
WESTEND ADVISORS LLC |
13 |
- |
2023-12-31 |
1,159,666 |
$58,528,000 |
-27,608 |
|
FINANCIAL NETWORK |
65 |
- |
2023-12-31 |
1,149,713 |
$58,026,000 |
5,520 |
|
ACUTE INVESTMENT ADVISORY LLC |
1 |
- |
2024-03-31 |
1,136,447 |
$57,607,000 |
35,724 |
|
Sontag Advisory LLC |
27 |
- |
2023-12-31 |
1,093,941 |
$55,211,000 |
-99,004 |
|
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP |
1 |
- |
2023-12-31 |
1,047,955 |
$52,890,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
116 |
- |
2023-12-31 |
1,019,039 |
$51,431,000 |
-21,716 |
|
Capital Asset Advisory Services LLC |
8 |
- |
2024-03-31 |
976,214 |
$49,289,000 |
33,790 |
|
STIFEL FINANCIAL CORP |
289 |
- |
2023-12-31 |
973,189 |
$49,117,000 |
102,311 |
|
Badgley Phelps Wealth Managers LLC |
20 |
- |
2023-12-31 |
961,782 |
$48,541,000 |
315,419 |
|
AXXCESS WEALTH MANAGEMENT LLC |
11 |
- |
2023-12-31 |
953,328 |
$48,114,000 |
312,791 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
8 |
- |
2024-03-31 |
938,753 |
$47,585,000 |
-281,313 |
|
Rinkey Investments |
|
- |
2024-03-31 |
857,309 |
$43,457,000 |
-9,178 |
|
WELLS FARGO & CO/MN |
744 |
- |
2023-12-31 |
856,354 |
$43,220,000 |
-45,905 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
261 |
- |
2024-03-31 |
841,059 |
$42,633,000 |
-556,468 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
2 |
- |
2023-12-31 |
834,010 |
$42,092,000 |
266,212 |
|
AE Wealth Management LLC |
109 |
- |
2023-12-31 |
757,078 |
$38,361,000 |
-674,621 |
|
Northwest Quadrant Wealth Management LLC |
5 |
- |
2024-03-31 |
746,822 |
$37,856,000 |
10,209 |
|
GOLDMAN SACHS GROUP INC/ |
1169 |
- |
2023-12-31 |
712,771 |
$35,974,000 |
175,811 |
|
LANDAAS & CO /WI /ADV |
3 |
- |
2023-12-31 |
687,485 |
$34,697,000 |
166,432 |
|
Atria Wealth Solutions Inc. |
38 |
- |
2023-12-31 |
666,680 |
$33,647,000 |
-3,071 |
|
AJ WEALTH STRATEGIES LLC |
19 |
- |
2023-06-30 |
650,880 |
$32,980,000 |
-135,968 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
648,935 |
$32,895,000 |
-18,099 |
|
GOLUB GROUP LLC |
25 |
*New |
2023-12-31 |
594,086 |
$29,984,000 |
594,086 |
|
STEPHENS INC /AR/ |
42 |
- |
2023-12-31 |
583,154 |
$29,432,000 |
64,598 |
|
WEALTHSOURCE PARTNERS LLC |
12 |
- |
2023-12-31 |
533,271 |
$26,914,000 |
-107,143 |
|
HIGHTOWER ADVISORS, LLC |
411 |
- |
2023-12-31 |
494,993 |
$24,980,000 |
75,846 |
|
Stash Investments LLC |
|
- |
2024-03-31 |
488,733 |
$24,774,000 |
53,245 |
|
OPPENHEIMER & CO INC |
33 |
- |
2023-12-31 |
478,545 |
$24,152,000 |
-25,007 |
|
SPC FINANCIAL, INC. |
|
- |
2024-03-31 |
467,781 |
$23,712,000 |
663 |
|
BEACON FINANCIAL GROUP |
4 |
*New |
2023-12-31 |
466,898 |
$23,564,000 |
466,898 |
|
MOULTON WEALTH MANAGEMENT INC |
1 |
- |
2024-03-31 |
449,757 |
$22,798,000 |
58,688 |
|
Financial Gravity Wealth Inc. |
60 |
- |
2023-12-31 |
693,124 |
$22,715,000 |
0 |
|
Connectus Wealth LLC |
52 |
- |
2023-12-31 |
442,097 |
$22,330,000 |
-140,990 |
|
Kiely Wealth Advisory Group Inc. |
2 |
- |
2023-12-31 |
436,392 |
$22,112,000 |
0 |
|
ATRIA INVESTMENTS LLC |
57 |
- |
2023-12-31 |
437,720 |
$22,092,000 |
6,046 |
|
IFRAH FINANCIAL SERVICES INC |
1 |
- |
2023-12-31 |
435,354 |
$21,972,000 |
676 |
|
Facet Wealth Inc. |
22 |
- |
2023-12-31 |
425,579 |
$21,504,000 |
143,468 |
|
Grant/GrossMendelsohn LLC |
1 |
- |
2024-03-31 |
419,407 |
$21,188,000 |
-53,546 |
|
Goss Wealth Management LLC |
111 |
- |
2023-12-31 |
416,733 |
$21,062,000 |
19,622 |
|
Orion Portfolio Solutions LLC |
83 |
- |
2023-12-31 |
409,824 |
$20,700,000 |
93,132 |
|
Divergent Wealth Advisors LLC |
6 |
- |
2023-12-31 |
398,738 |
$20,124,000 |
-22,348 |
|
US BANCORP |
318 |
- |
2023-12-31 |
354,466 |
$17,890,000 |
-8,451 |
|
MULTIFINANCIAL SECURITIES CORP |
92 |
- |
2023-12-31 |
326,247 |
$16,466,000 |
22,967 |
|
Portfolio Design Labs LLC |
1 |
- |
2023-12-31 |
324,483 |
$16,377,000 |
0 |
|
Equitable Holdings Inc. |
98 |
- |
2023-12-31 |
317,524 |
$16,025,000 |
26,151 |
|
EA Series Trust |
14 |
- |
2023-06-30 |
312,431 |
$15,762,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
921 |
- |
2024-03-31 |
298,166 |
$15,114,000 |
-932,311 |
|
Laurel Wealth Advisors LLC |
6 |
- |
2023-12-31 |
293,563 |
$14,816,000 |
18,374 |
|
H D Vest Advisory Services |
112 |
- |
2023-12-31 |
292,555 |
$14,765,000 |
33,267 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
13 |
- |
2024-03-31 |
287,211 |
$14,559,000 |
65,267 |
|
WJ Wealth Management LLC |
4 |
- |
2024-03-31 |
284,606 |
$14,427,000 |
-121,109 |
|
Spire Wealth Management |
83 |
- |
2024-03-31 |
269,124 |
$13,642,000 |
-26,171 |
|
HAMEL ASSOCIATES INC. |
3 |
- |
2024-03-31 |
262,350 |
$13,299,000 |
232,550 |
|
Centurion Wealth Management LLC |
|
- |
2024-03-31 |
260,086 |
$13,184,000 |
-21,921 |
|
Weaver Consulting Group |
3 |
- |
2024-03-31 |
256,677 |
$13,011,000 |
2,964 |
|
HAVERFORD TRUST CO |
|
*New |
2024-03-31 |
248,279 |
$12,585,000 |
248,279 |
|
Arden Trust Co |
18 |
- |
2024-03-31 |
241,133 |
$12,223,000 |
-174,239 |
|
High Falls Advisors Inc |
7 |
- |
2023-12-31 |
239,898 |
$12,108,000 |
-4,804 |
|
CFS Investment Advisory Services LLC |
9 |
- |
2023-12-31 |
239,243 |
$12,075,000 |
27,282 |
|
Foundations Investment Advisors LLC |
64 |
- |
2023-12-31 |
238,572 |
$12,041,000 |
-119,274 |
|
BANK OF NEW YORK MELLON CORP |
1874 |
- |
2024-03-31 |
234,350 |
$11,879,000 |
-936,420 |
|
JANE STREET GROUP LLC |
833 |
- |
2023-12-31 |
227,689 |
$11,491,000 |
167,892 |
|
Ascent Group LLC |
14 |
- |
2023-12-31 |
224,854 |
$11,369,000 |
13,776 |
|
WESCAP Management Group Inc. |
8 |
- |
2023-12-31 |
216,885 |
$10,946,000 |
113,760 |
|
St. Louis Financial Planners Asset Management LLC |
3 |
- |
2024-03-31 |
213,760 |
$10,788,000 |
17,705 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
384 |
- |
2023-12-31 |
213,392 |
$10,770,000 |
42,451 |
|
Legacy Wealth Asset Management LLC |
2 |
- |
2024-03-31 |
211,460 |
$10,719,000 |
-100 |
|
Icon Wealth Partners LLC |
16 |
*New |
2023-09-30 |
207,928 |
$10,550,000 |
207,928 |
|
Element Wealth LLC |
2 |
- |
2023-12-31 |
204,838 |
$10,338,000 |
-64,225 |
|
Icon Wealth Advisors LLC |
19 |
*New |
2023-12-31 |
198,399 |
$10,013,000 |
198,399 |
|
PRUDENTIAL FINANCIAL INC |
663 |
- |
2023-12-31 |
197,097 |
$9,947,000 |
-350 |
|
Vertex Planning Partners LLC |
10 |
- |
2023-12-31 |
193,920 |
$9,787,000 |
21,212 |
|
COMERICA SECURITIESINC. |
31 |
*New |
2023-09-30 |
187,132 |
$9,495,000 |
187,132 |
|
Castle Rock Wealth Management LLC |
9 |
- |
2023-12-31 |
179,060 |
$9,045,000 |
-34,892 |
|
CWM LLC |
312 |
- |
2024-03-31 |
173,671 |
$8,803,000 |
-3,541,004 |
|
|
100 Records found
|
1
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