|
Institutional
Holders
Total
Institutions:
|
76 19 |
|
Total
shares held :
|
35,623,107 |
|
% of shares
held :
|
39.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
3,501,155 |
|
% of shares
held change :
|
3.89% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
VICTORY CAPITAL MANAGEMENT INC |
5 |
- |
2023-12-31 |
19,503,246 |
$914,897,000 |
-228,953 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
258 |
- |
2023-12-31 |
5,657,603 |
$265,398,000 |
-134,340 |
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
6 |
- |
2023-12-31 |
2,196,668 |
$103,046,000 |
48,925 |
|
Orion Portfolio Solutions LLC |
9 |
*New |
2023-12-31 |
1,752,154 |
$81,633,000 |
1,752,154 |
|
MORGAN STANLEY |
2088 |
- |
2023-12-31 |
745,431 |
$34,968,000 |
160,459 |
|
Goldstein Advisors LLC |
3 |
- |
2023-12-31 |
588,065 |
$27,586,000 |
-89,158 |
|
Bogart Wealth LLC |
16 |
- |
2023-12-31 |
492,906 |
$23,122,000 |
393,722 |
|
RIVERSEDGE ADVISORS LLC |
5 |
*New |
2023-12-31 |
478,861 |
$22,463,000 |
478,861 |
|
Allen Capital Group LLC |
6 |
- |
2024-03-31 |
471,444 |
$21,866,000 |
29,934 |
|
Advisor Group Holdings Inc. |
454 |
- |
2023-12-31 |
462,096 |
$21,682,000 |
427,117 |
|
Alliance Wealth Advisors LLC |
1 |
- |
2024-03-31 |
449,329 |
$20,840,000 |
39,973 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
372,516 |
$17,475,000 |
-258,201 |
|
BANK OF AMERICA CORP /DE/ |
2100 |
- |
2023-12-31 |
290,714 |
$13,637,000 |
75,153 |
|
FINANCIAL NETWORK |
287 |
- |
2023-12-31 |
275,691 |
$12,933,000 |
241,125 |
|
LPL FINANCIAL CORP |
1339 |
- |
2023-12-31 |
183,947 |
$8,629,000 |
76,926 |
|
RAYMOND JAMES & ASSOCIATES |
1255 |
- |
2023-12-31 |
166,111 |
$7,792,000 |
117,275 |
|
BB&T CORP |
772 |
- |
2023-12-31 |
135,733 |
$6,367,000 |
57,335 |
|
Financial Services Advisory Inc |
21 |
*New |
2023-12-31 |
117,270 |
$5,501,000 |
117,270 |
|
Pathway Financial Advisors LLC |
13 |
- |
2024-03-31 |
115,324 |
$5,349,000 |
23,988 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
664 |
- |
2023-12-31 |
114,030 |
$5,349,000 |
26,997 |
|
AdvisorNet Financial Inc |
50 |
- |
2024-03-31 |
93,123 |
$4,319,000 |
22,194 |
|
Patriot Financial Group Insurance Agency LLC |
20 |
- |
2023-12-31 |
91,772 |
$4,305,000 |
21,528 |
|
TOTH FINANCIAL ADVISORY CORP |
70 |
- |
2024-03-31 |
84,678 |
$3,927,000 |
22,303 |
|
J P MORGAN CHASE & CO |
2637 |
- |
2023-12-31 |
76,316 |
$3,580,000 |
-93,241 |
|
Sloy Dahl & Holst LLC |
15 |
- |
2024-03-31 |
72,437 |
$3,360,000 |
5,641 |
|
Retirement Network |
44 |
- |
2023-12-31 |
63,878 |
$2,997,000 |
-8,621 |
|
Gladstone Institutional Advisory LLC |
168 |
- |
2023-12-31 |
58,125 |
$2,727,000 |
13,776 |
|
ENVESTNET ASSET MANAGEMENT INC |
2349 |
- |
2023-12-31 |
50,522 |
$2,370,000 |
24,286 |
|
FORTEM FINANCIAL GROUP LLC |
|
*New |
2023-12-31 |
50,074 |
$2,349,000 |
50,074 |
|
DAYMARK WEALTH PARTNERS LLC |
151 |
- |
2024-03-31 |
34,068 |
$1,580,000 |
13,283 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1722 |
- |
2023-12-31 |
31,210 |
$1,464,000 |
13,165 |
|
ADVISORY SERVICES NETWORK, LLC |
512 |
- |
2023-12-31 |
30,893 |
$1,449,000 |
-9,000 |
|
WELLS FARGO & CO/MN |
2749 |
- |
2023-12-31 |
29,438 |
$1,381,000 |
29,437 |
|
Private Advisor Group LLC |
954 |
*New |
2023-12-31 |
29,350 |
$1,377,000 |
29,350 |
|
AE Wealth Management LLC |
1046 |
*New |
2023-12-31 |
28,824 |
$1,337,000 |
28,824 |
|
UBS Group AG |
3191 |
- |
2023-12-31 |
28,353 |
$1,330,000 |
3,344 |
|
Redhawk Wealth Advisors Inc. |
92 |
*New |
2023-12-31 |
27,040 |
$1,268,000 |
27,040 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
25,325 |
$1,188,000 |
2,839 |
|
PROEQUITIES INC. |
255 |
- |
2023-12-31 |
24,720 |
$1,160,000 |
23,453 |
|
MML INVESTORS SERVICES LLC |
1278 |
- |
2023-12-31 |
23,974 |
$1,125,000 |
-136 |
|
STRATEGIC PLANNING GROUP LLC |
91 |
- |
2024-03-31 |
21,480 |
$996,000 |
-5,130 |
|
STIFEL FINANCIAL CORP |
2154 |
- |
2023-12-31 |
20,637 |
$968,000 |
-1,782 |
|
ROYAL BANK OF CANADA |
3158 |
- |
2023-12-31 |
19,447 |
$913,000 |
7,825 |
|
Brookstone Capital Management |
530 |
- |
2024-03-31 |
16,935 |
$785,000 |
-4,029 |
|
Sonora Investment Management Group LLC |
114 |
*New |
2023-12-31 |
16,365 |
$768,000 |
16,365 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
385 |
- |
2023-12-31 |
14,806 |
$695,000 |
0 |
|
FLOW TRADERS U.S. LLC |
427 |
*New |
2023-12-31 |
13,714 |
$643,000 |
13,714 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
330 |
- |
2023-12-31 |
11,906 |
$558,000 |
2,924 |
|
Sovereign Financial Group Inc. |
139 |
- |
2024-03-31 |
11,768 |
$546,000 |
-313 |
|
CI Private Wealth LLC |
1591 |
*New |
2023-12-31 |
10,829 |
$508,000 |
10,829 |
|
Koshinski Asset Management Inc. |
297 |
- |
2023-12-31 |
9,650 |
$453,000 |
4,651 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
224 |
*New |
2023-12-31 |
9,146 |
$429,000 |
9,146 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1689 |
- |
2024-03-31 |
8,971 |
$416,000 |
-584 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1471 |
- |
2023-12-31 |
8,280 |
$388,000 |
-15,933 |
|
OLD MISSION CAPITAL LLC |
690 |
- |
2023-12-31 |
7,955 |
$373,000 |
555 |
|
JANNEY MONTGOMERY SCOTT LLC |
2119 |
- |
2023-12-31 |
7,350 |
$345,000 |
-270 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2985 |
*New |
2023-12-31 |
7,303 |
$343,000 |
7,303 |
|
KLINGENSTEIN FIELDS & CO LLC |
139 |
*New |
2023-12-31 |
7,050 |
$331,000 |
7,050 |
|
CREATIVE PLANNING |
2098 |
- |
2023-12-31 |
6,181 |
$290,000 |
-666 |
|
Resource Planning Group |
60 |
- |
2023-12-31 |
6,101 |
$286,000 |
0 |
|
Ferguson Shapiro LLC |
37 |
- |
2024-03-31 |
5,651 |
$262,000 |
-2,030 |
|
MARINER WEALTH ADVISORS, LLC |
2477 |
- |
2023-12-31 |
5,447 |
$256,000 |
-7,805 |
|
JANE STREET GROUP LLC |
4591 |
- |
2023-12-31 |
5,226 |
$245,000 |
-89,964 |
|
HIGHTOWER ADVISORS, LLC |
2829 |
- |
2023-12-31 |
5,034 |
$236,000 |
-315 |
|
Aspire Capital Advisors LLC |
62 |
*New |
2023-12-31 |
4,847 |
$227,000 |
4,847 |
|
MULTIFINANCIAL SECURITIES CORP |
1623 |
*New |
2023-12-31 |
4,358 |
$204,000 |
4,358 |
|
IAG Wealth Partners LLC |
121 |
- |
2023-12-31 |
1,747 |
$82,000 |
-77 |
|
EverSource Wealth Advisors LLC |
942 |
- |
2023-12-31 |
949 |
$45,000 |
11 |
|
MV Capital Management Inc. |
313 |
*New |
2024-03-31 |
840 |
$39,000 |
840 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
550 |
$26,000 |
0 |
|
Impact Partnership Wealth LLC |
414 |
*New |
2023-12-31 |
427 |
$20,000 |
427 |
|
WHITTIER TRUST CO OF NEVADA INC |
881 |
- |
2023-12-31 |
350 |
$16,000 |
0 |
|
COMERICA BANK |
3105 |
*New |
2023-12-31 |
209 |
$10,000 |
209 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
210 |
$9,000 |
0 |
|
CITIGROUP INC |
4369 |
*New |
2023-12-31 |
43 |
$2,000 |
43 |
|
HARBOUR INVESTMENTS INC. |
2652 |
- |
2023-12-31 |
43 |
$2,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
1183 |
*New |
2024-03-31 |
28 |
$1,000 |
28 |
|
Sigma Planning Corp |
1068 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,067 |
|
GRADIENT INVESTMENTS LLC |
1721 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
6203 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
CWM LLC |
4608 |
*Closed |
2024-03-31 |
0 |
$0 |
-722 |
|
FIRST HEARTLAND CONSULTANTS INC |
380 |
*Closed |
2023-12-31 |
0 |
$0 |
-121,581 |
|
|
82 Records found
|
1
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