|
Institutional
Holders
Total
Institutions:
|
35 0 |
|
Total
shares held :
|
43,522,025 |
|
% of shares
held :
|
89.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
10,833,506 |
|
% of shares
held change :
|
22.29% |
|
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 |
PRINCIPAL FINANCIAL GROUP INC |
9 |
- |
2023-12-31 |
37,566,551 |
$1,757,156,000 |
9,881,752 |
|
PRINCIPAL SECURITIES INC. |
2 |
- |
2023-12-31 |
1,676,822 |
$78,408,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
468 |
- |
2023-12-31 |
1,640,739 |
$76,721,000 |
165,820 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
466 |
- |
2024-03-31 |
431,853 |
$22,180,000 |
88,479 |
|
LPL FINANCIAL CORP |
836 |
- |
2023-12-31 |
466,249 |
$21,802,000 |
155,307 |
|
Legacy CG LLC |
1 |
- |
2024-03-31 |
362,439 |
$18,615,000 |
32,978 |
|
OBrien Wealth Partners LLC |
7 |
*New |
2024-03-31 |
351,527 |
$18,054,000 |
351,527 |
|
Goss Wealth Management LLC |
171 |
- |
2023-12-31 |
272,576 |
$12,958,000 |
-1,958 |
|
MORGAN STANLEY |
3130 |
- |
2023-12-31 |
261,943 |
$12,248,000 |
195,555 |
|
RAYMOND JAMES & ASSOCIATES |
1051 |
- |
2024-03-31 |
235,996 |
$12,121,000 |
13,272 |
|
WELLS FARGO & CO/MN |
1484 |
- |
2023-12-31 |
219,096 |
$10,245,000 |
109,730 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
58 |
- |
2024-03-31 |
150,007 |
$7,704,000 |
666 |
|
Jackson Wealth Management LLC |
40 |
- |
2023-12-31 |
80,379 |
$3,759,000 |
-1,926 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1475 |
- |
2023-12-31 |
57,161 |
$2,673,000 |
2,615 |
|
GOLDMAN SACHS GROUP INC/ |
3225 |
*New |
2023-12-31 |
36,695 |
$1,716,000 |
36,695 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1501 |
- |
2024-03-31 |
26,906 |
$1,382,000 |
3,917 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1171 |
- |
2024-03-31 |
22,315 |
$1,146,000 |
0 |
|
One Capital Management LLC |
180 |
- |
2023-12-31 |
20,759 |
$971,000 |
-16,225 |
|
J P MORGAN CHASE & CO |
3457 |
*New |
2023-12-31 |
16,682 |
$780,000 |
16,682 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1082 |
- |
2023-09-30 |
17,612 |
$754,000 |
2,510 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1090 |
- |
2023-12-31 |
14,580 |
$682,000 |
-225 |
|
ROYAL BANK OF CANADA |
3427 |
- |
2023-12-31 |
14,014 |
$655,000 |
13,955 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
384 |
*New |
2023-12-31 |
13,100 |
$613,000 |
13,100 |
|
JANE STREET GROUP LLC |
3745 |
- |
2023-12-31 |
12,790 |
$598,000 |
-21,078 |
|
MML INVESTORS SERVICES LLC |
1794 |
- |
2023-12-31 |
9,852 |
$461,000 |
9,852 |
|
Kraft Davis & Associates LLC |
76 |
- |
2023-12-31 |
9,241 |
$446,000 |
-2,732 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4019 |
- |
2023-12-31 |
8,793 |
$411,000 |
-32,507 |
|
Advisor Group Holdings Inc. |
3420 |
- |
2023-12-31 |
7,652 |
$358,000 |
-5,724 |
|
Laidlaw Wealth Management LLC |
170 |
- |
2023-12-31 |
7,331 |
$343,000 |
56 |
|
Baird Financial Group Inc. |
1516 |
- |
2023-12-31 |
6,370 |
$298,000 |
-51 |
|
Atria Wealth Solutions Inc. |
1651 |
- |
2023-12-31 |
5,035 |
$236,000 |
53 |
|
COMERICA BANK |
2521 |
*New |
2023-12-31 |
1,929 |
$90,000 |
1,929 |
|
PROEQUITIES INC. |
988 |
- |
2023-12-31 |
1,582 |
$74,000 |
-215 |
|
Smartleaf Asset Management LLC |
492 |
- |
2023-12-31 |
1,399 |
$66,000 |
0 |
|
UBS Group AG |
5145 |
- |
2023-12-31 |
1,400 |
$65,000 |
0 |
|
Capital Investment Advisory Services LLC |
652 |
*New |
2024-03-31 |
970 |
$50,000 |
970 |
|
BANK OF AMERICA CORP /DE/ |
5533 |
*New |
2023-12-31 |
910 |
$43,000 |
910 |
|
Iron Horse Wealth Management LLC |
176 |
- |
2024-03-31 |
191 |
$10,000 |
0 |
|
Pinnacle Bank |
667 |
*New |
2024-03-31 |
168 |
$9,000 |
168 |
|
MARSHALL WACE LLP |
1800 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,632 |
|
CITADEL ADVISORS LLC |
5965 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,923 |
|
FMR LLC |
5261 |
*Closed |
2023-12-31 |
0 |
$0 |
-30 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1969 |
*Closed |
2023-12-31 |
0 |
$0 |
-161 |
|
Legacy Capital Group California Inc. |
278 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,109 |
|
|
44 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
|
|
|