|
Institutional
Holders
Total
Institutions:
|
356 4 |
|
Total
shares held :
|
274,219,211 |
|
% of shares
held :
|
49.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
51 |
|
Amount
of shares held :
|
20,001,663 |
|
% of shares
held change :
|
3.61% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.68 |
|
Last
Quarter's Ending
Price :
|
$29.02 |
|
Last
Quarter's Average
Price :
|
$26.63 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.29 (1.09%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
55
|
22,807,457
|
8.32%
|
|
|
Increased
Positions : |
152
|
19,996,523
|
7.29%
|
|
|
Unchanged
Positions : |
44
|
13,020,317
|
4.75%
|
|
|
Decreased
Positions : |
105
|
-16,232,985
|
-5.92%
|
|
|
Closed
Positions : |
51
|
-6,569,332
|
-2.4%
|
|
|
Guru
Positions : |
1
|
39,051,627
|
14.24%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FMR LLC |
326 |
- |
2023-12-31 |
23,959,802 |
$695,313,000 |
-149,845 |
|
ENVESTNET ASSET MANAGEMENT INC |
295 |
- |
2023-12-31 |
5,227,187 |
$151,693,000 |
-674,158 |
|
MORGAN STANLEY |
1247 |
- |
2023-12-31 |
3,029,992 |
$87,930,000 |
-2,505,541 |
|
UBS Group AG |
538 |
- |
2023-12-31 |
2,424,598 |
$70,362,000 |
-174,558 |
|
Resources Investment Advisors Inc. |
33 |
- |
2024-03-31 |
1,602,578 |
$44,776,000 |
-143,595 |
|
Advisor Group Holdings Inc. |
207 |
- |
2024-03-31 |
1,531,345 |
$42,785,000 |
-231,933 |
|
SPINNAKER TRUST |
8 |
- |
2024-03-31 |
1,437,370 |
$40,160,000 |
-53,126 |
|
WELLS FARGO & CO/MN |
1004 |
- |
2024-03-31 |
897,890 |
$25,087,000 |
-240,499 |
|
WEALTHSOURCE PARTNERS LLC |
14 |
- |
2023-12-31 |
784,456 |
$22,765,000 |
-58,385 |
|
Private Advisor Group LLC |
133 |
- |
2024-03-31 |
724,391 |
$20,239,000 |
-172,500 |
|
Alera Investment Advisors LLC |
10 |
- |
2024-03-31 |
594,316 |
$16,605,000 |
-81,217 |
|
Goodman Advisory Group LLC |
4 |
- |
2023-12-31 |
528,942 |
$15,350,000 |
-34,934 |
|
Checchi Capital Advisers LLC |
28 |
- |
2024-03-31 |
420,008 |
$11,735,000 |
-376,835 |
|
Mutual Advisors LLC |
42 |
- |
2024-03-31 |
410,875 |
$11,480,000 |
-9,960 |
|
Shepherd Financial Partners LLC |
12 |
- |
2024-03-31 |
381,137 |
$10,649,000 |
-246,821 |
|
Redwood Investment Management LLC |
15 |
- |
2023-12-31 |
344,980 |
$10,005,000 |
-61,930 |
|
MATHER GROUP, INC. |
63 |
- |
2024-03-31 |
331,539 |
$9,621,000 |
-701 |
|
Security Financial Services INC. |
14 |
- |
2024-03-31 |
326,427 |
$9,120,000 |
-5,662 |
|
CFS Investment Advisory Services LLC |
14 |
- |
2023-12-31 |
306,219 |
$8,886,000 |
-24,704 |
|
BB&T CORP |
667 |
- |
2023-12-31 |
295,477 |
$8,575,000 |
-1,577,389 |
|
GenWealth Group Inc. |
17 |
- |
2024-03-31 |
279,588 |
$7,812,000 |
-210,676 |
|
AllGen Financial Advisors Inc. |
7 |
- |
2024-03-31 |
267,077 |
$7,462,000 |
-257,787 |
|
MA Private Wealth |
16 |
- |
2024-03-31 |
259,104 |
$7,239,000 |
-90,249 |
|
IFG Advisory LLC |
45 |
- |
2024-03-31 |
232,801 |
$6,504,000 |
-66,407 |
|
RSM US WEALTH MANAGEMENT LLC |
86 |
- |
2024-03-31 |
230,805 |
$6,449,000 |
-436 |
|
MADISON ASSET MANAGEMENT LLC |
156 |
- |
2024-03-31 |
212,612 |
$5,940,000 |
-2,175 |
|
Astoria Portfolio Advisors LLC. |
13 |
- |
2024-03-31 |
213,334 |
$5,621,000 |
-7,196 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
79 |
- |
2023-06-30 |
167,898 |
$5,020,000 |
-44,544 |
|
Detalus Advisors LLC |
14 |
- |
2024-03-31 |
152,780 |
$4,269,000 |
-12,814 |
|
Snider Financial Group |
16 |
- |
2024-03-31 |
151,415 |
$4,231,000 |
-100,599 |
|
Hobart Private Capital LLC |
20 |
- |
2024-03-31 |
151,331 |
$4,228,000 |
-36,987 |
|
Frontier Asset Management LLC |
17 |
- |
2023-12-31 |
135,756 |
$3,940,000 |
-4,779 |
|
GLOBALT Investments LLC / GA |
85 |
- |
2024-03-31 |
129,160 |
$3,609,000 |
-11,785 |
|
ARVEST INVESTMENTS INC. |
37 |
- |
2024-03-31 |
125,345 |
$3,502,000 |
-29,381 |
|
HIGHTOWER ADVISORS, LLC |
1124 |
- |
2024-03-31 |
121,106 |
$3,387,000 |
-38,026 |
|
Columbus Macro LLC |
18 |
- |
2024-03-31 |
109,600 |
$3,062,000 |
-11,762 |
|
Main Management LLC |
34 |
- |
2023-12-31 |
101,256 |
$2,938,000 |
-107,831 |
|
Goss Wealth Management LLC |
523 |
- |
2023-12-31 |
100,560 |
$2,887,000 |
-116,610 |
|
Cornerstone Wealth Group LLC |
89 |
- |
2024-03-31 |
101,864 |
$2,846,000 |
-3,089 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
101,051 |
$2,823,000 |
-6,286 |
|
Magnus Financial Group LLC |
60 |
- |
2024-03-31 |
97,988 |
$2,738,000 |
-315 |
|
Genesee Capital Advisors LLC |
15 |
- |
2024-03-31 |
95,434 |
$2,666,000 |
-20,508 |
|
FIRST HEARTLAND CONSULTANTS INC |
93 |
- |
2024-03-31 |
90,625 |
$2,534,000 |
-1,043 |
|
Orion Portfolio Solutions LLC |
544 |
- |
2024-03-31 |
90,541 |
$2,530,000 |
-1,362 |
|
PETRA FINANCIAL ADVISORS INC |
14 |
- |
2024-03-31 |
82,695 |
$2,310,000 |
-60 |
|
Northeast Financial Group Inc. |
20 |
- |
2024-03-31 |
79,483 |
$2,221,000 |
-1,097 |
|
Portside Wealth Group LLC |
69 |
- |
2024-03-31 |
78,958 |
$2,206,000 |
-5,315 |
|
25 LLC |
14 |
- |
2024-03-31 |
71,799 |
$2,006,000 |
-4,089 |
|
Good Life Advisors LLC |
107 |
- |
2024-03-31 |
69,999 |
$1,956,000 |
-5,789 |
|
BANK OF NOVA SCOTIA / |
654 |
- |
2023-12-31 |
64,690 |
$1,876,000 |
-719 |
|
PFG Advisors |
188 |
- |
2024-03-31 |
64,315 |
$1,797,000 |
-1,237 |
|
IHT Wealth Management LLC |
260 |
- |
2023-12-31 |
56,706 |
$1,646,000 |
-113,288 |
|
Cedar Brook Financial Partners LLC |
73 |
- |
2024-03-31 |
58,701 |
$1,640,000 |
-1,974 |
|
BOLTWOOD CAPITAL MANAGEMENT |
56 |
- |
2024-03-31 |
57,850 |
$1,616,000 |
-5,000 |
|
ALTFEST L J & CO INC |
80 |
- |
2024-03-31 |
52,552 |
$1,468,000 |
-1,635 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
130 |
- |
2024-03-31 |
47,416 |
$1,325,000 |
-518 |
|
Tempus Wealth Planning LLC |
48 |
- |
2024-03-31 |
42,770 |
$1,195,000 |
-2,200 |
|
IFP Advisors Inc |
352 |
- |
2023-12-31 |
38,925 |
$1,130,000 |
-26,153 |
|
CITIZENS & NORTHERN CORP |
73 |
- |
2023-12-31 |
31,803 |
$923,000 |
-611 |
|
Jacobi Capital Management LLC |
226 |
- |
2024-03-31 |
30,897 |
$863,000 |
-11,023 |
|
OLD MISSION CAPITAL LLC |
482 |
- |
2023-12-31 |
28,254 |
$820,000 |
-84,440 |
|
Parallel Advisors LLC |
408 |
- |
2024-03-31 |
27,875 |
$779,000 |
-3,980 |
|
Advisor Resource Council |
84 |
- |
2024-03-31 |
24,038 |
$698,000 |
-204,166 |
|
Western Wealth Management LLC |
292 |
- |
2024-03-31 |
24,975 |
$698,000 |
-6,415 |
|
Lido Advisors LLC |
657 |
- |
2023-12-31 |
23,766 |
$690,000 |
-36,758 |
|
Austin Private Wealth LLC |
89 |
- |
2024-03-31 |
25,316 |
$689,000 |
-2,784 |
|
SeaCrest Wealth Management LLC |
251 |
- |
2024-03-31 |
24,325 |
$680,000 |
-3,849 |
|
Hibernia Wealth Partners LLC |
29 |
- |
2024-03-31 |
24,198 |
$676,000 |
-15,543 |
|
SYNOVUS FINANCIAL CORP |
532 |
- |
2023-12-31 |
22,848 |
$663,000 |
-3,101,417 |
|
Charles Schwab Trust Co |
96 |
- |
2024-03-31 |
23,561 |
$658,000 |
-6,170 |
|
CAP Partners LLC |
49 |
- |
2024-03-31 |
23,558 |
$658,000 |
-623 |
|
Tortoise Investment Management LLC |
134 |
- |
2024-03-31 |
23,347 |
$652,000 |
-1,565 |
|
RICHARDSON FINANCIAL SERVICES INC. |
61 |
- |
2024-03-31 |
23,166 |
$647,000 |
-168 |
|
True Vision MN LLC |
39 |
- |
2024-03-31 |
23,607 |
$618,000 |
-306 |
|
DFPG INVESTMENTS INC. |
346 |
- |
2023-12-31 |
21,150 |
$613,000 |
-901 |
|
Foundations Investment Advisors LLC |
401 |
- |
2023-12-31 |
19,843 |
$573,000 |
-11,892 |
|
Clear Creek Financial Management LLC |
230 |
- |
2024-03-31 |
19,657 |
$549,000 |
-86,459 |
|
Lansing Street Advisors |
58 |
- |
2024-03-31 |
19,034 |
$532,000 |
-8,570 |
|
Teamwork Financial Advisors LLC |
103 |
- |
2024-03-31 |
18,321 |
$512,000 |
-12,237 |
|
US BANCORP |
1493 |
- |
2024-03-31 |
18,248 |
$510,000 |
-7,746 |
|
FINANCIAL LIFE ADVISORS |
34 |
- |
2024-03-31 |
17,762 |
$496,000 |
-38,361 |
|
Aspire Private Capital LLC |
115 |
- |
2024-03-31 |
16,572 |
$463,000 |
-57,815 |
|
AXXCESS WEALTH MANAGEMENT LLC |
536 |
- |
2023-12-31 |
15,741 |
$457,000 |
-692 |
|
Merit Financial Group LLC |
594 |
- |
2024-03-31 |
16,462 |
$438,000 |
-1,000 |
|
H D Vest Advisory Services |
1127 |
- |
2024-03-31 |
14,985 |
$419,000 |
-9,139 |
|
ISLAY CAPITAL MANAGEMENT LLC |
74 |
- |
2023-12-31 |
14,407 |
$418,000 |
-29,698 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
237 |
- |
2024-03-31 |
14,556 |
$407,000 |
-25,986 |
|
International Private Wealth Advisors LLC |
39 |
- |
2024-03-31 |
13,912 |
$389,000 |
-50,480 |
|
Walkner Condon Financial Advisors LLC |
191 |
- |
2024-03-31 |
13,115 |
$366,000 |
-3,274 |
|
Geneos Wealth Management Inc. |
562 |
- |
2024-03-31 |
13,013 |
$364,000 |
-2,351 |
|
Financial Advocates Investment Management |
567 |
- |
2024-03-31 |
11,386 |
$318,000 |
-259 |
|
L.M. KOHN & COMPANY |
199 |
- |
2024-03-31 |
11,116 |
$311,000 |
-4,110 |
|
Coppell Advisory Solutions LLC |
204 |
- |
2023-12-31 |
10,686 |
$310,000 |
-3,717 |
|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
109 |
- |
2024-03-31 |
10,741 |
$300,000 |
-1,196 |
|
BAKER TILLY FINANCIAL LLC |
345 |
- |
2024-03-31 |
10,640 |
$297,000 |
-13,863 |
|
SYKON CAPITAL LLC |
82 |
- |
2024-03-31 |
10,384 |
$290,000 |
-362,250 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1659 |
- |
2023-12-31 |
9,362 |
$272,000 |
-1,318 |
|
EP WEALTH ADVISORS, INC. |
652 |
- |
2023-12-31 |
9,046 |
$263,000 |
-7,516 |
|
THOMPSON DAVIS & CO. INC. |
72 |
- |
2024-03-31 |
9,313 |
$260,000 |
-391 |
|
CREATIVE PLANNING |
2205 |
- |
2023-12-31 |
8,769 |
$254,000 |
-21,040 |
|
|
100 Records found
|
1
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