|
Institutional
Holders
Total
Institutions:
|
70 5 |
|
Total
shares held :
|
19,434,552 |
|
% of shares
held :
|
20.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-8,224,356 |
|
% of shares
held change :
|
-8.84% |
|
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 |
BANK OF ITALY |
4 |
- |
2024-03-31 |
8,814,099 |
$435,064,000 |
0 |
|
Bank of Finland |
|
- |
2024-03-31 |
7,227,578 |
$356,753,000 |
12,138 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
120 |
- |
2023-12-31 |
491,510 |
$21,769,000 |
238,952 |
|
US BANCORP |
337 |
- |
2023-12-31 |
359,553 |
$15,907,000 |
-14,940 |
|
BANK OF AMERICA CORP /DE/ |
2007 |
- |
2023-12-31 |
344,130 |
$15,224,000 |
-397 |
|
SigFig Wealth Management LLC |
30 |
- |
2023-12-31 |
302,511 |
$13,383,000 |
43,798 |
|
GOLDMAN SACHS GROUP INC/ |
2117 |
- |
2023-12-31 |
213,607 |
$9,450,000 |
187,562 |
|
PRINCIPAL FINANCIAL GROUP INC |
|
- |
2024-03-31 |
147,098 |
$7,261,000 |
0 |
|
FIFTH THIRD BANCORP |
285 |
- |
2024-03-31 |
132,046 |
$6,518,000 |
-6,460 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
141,866 |
$6,276,000 |
18 |
|
Colorado Capital Management Inc. |
10 |
- |
2024-03-31 |
113,749 |
$5,615,000 |
17,555 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
98 |
- |
2023-12-31 |
116,404 |
$5,150,000 |
12,740 |
|
Brio Consultants LLC |
31 |
- |
2024-03-31 |
92,232 |
$4,553,000 |
-4,423 |
|
Prentice Wealth Management LLC |
16 |
- |
2024-03-31 |
74,642 |
$3,684,000 |
-565 |
|
ROYAL BANK OF CANADA |
2135 |
- |
2023-12-31 |
79,804 |
$3,531,000 |
30,329 |
|
DAIWA SECURITIES GROUP INC. |
429 |
- |
2024-03-31 |
62,300 |
$3,075,000 |
5,900 |
|
ENVESTNET ASSET MANAGEMENT INC |
2209 |
- |
2023-12-31 |
68,180 |
$3,016,000 |
5,925 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1662 |
- |
2023-12-31 |
56,754 |
$2,511,000 |
27,659 |
|
TWO SIGMA INVESTMENTS LLC |
1383 |
*New |
2023-12-31 |
47,600 |
$2,106,000 |
47,600 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
46,469 |
$2,056,000 |
-426 |
|
YCMNET ADVISORS INC |
108 |
- |
2023-12-31 |
43,137 |
$1,908,000 |
22,187 |
|
Fingerlakes Wealth Management Inc. |
19 |
- |
2024-03-31 |
35,175 |
$1,736,000 |
2,661 |
|
MORGAN STANLEY |
4506 |
- |
2023-12-31 |
38,049 |
$1,683,000 |
7,044 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1880 |
- |
2024-03-31 |
33,515 |
$1,654,000 |
-370 |
|
Kingsview Wealth Management LLC |
332 |
*New |
2023-12-31 |
36,136 |
$1,599,000 |
36,136 |
|
LPL FINANCIAL CORP |
2630 |
- |
2023-12-31 |
34,433 |
$1,523,000 |
2,852 |
|
McMahon Financial Advisors LLC |
44 |
- |
2024-03-31 |
23,988 |
$1,184,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
3043 |
- |
2023-12-31 |
26,722 |
$1,182,000 |
-7,216 |
|
Clear Creek Financial Management LLC |
135 |
- |
2024-03-31 |
22,381 |
$1,105,000 |
-360 |
|
Steward Partners Investment Advisory LLC |
747 |
- |
2023-12-31 |
21,486 |
$951,000 |
-6,487 |
|
FINANCIAL NETWORK |
1484 |
- |
2023-12-31 |
19,082 |
$844,000 |
1,139 |
|
WELLS FARGO & CO/MN |
3136 |
- |
2023-12-31 |
16,274 |
$720,000 |
-617 |
|
JANE STREET GROUP LLC |
3570 |
- |
2023-12-31 |
15,842 |
$701,000 |
2,488 |
|
RETIREMENT CAPITAL STRATEGIES |
45 |
- |
2023-12-31 |
15,731 |
$696,000 |
-412 |
|
SMART PORTFOLIOS, LLC |
|
- |
2024-03-31 |
13,588 |
$671,000 |
-241 |
|
PARK AVENUE SECURITIES LLC |
920 |
- |
2024-03-31 |
10,776 |
$532,000 |
1,515 |
|
Atria Wealth Solutions Inc. |
1169 |
- |
2023-12-31 |
11,829 |
$523,000 |
-15,880 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
8,877 |
$438,000 |
8,877 |
|
FIRST NATIONAL CORP /MA/ /ADV |
113 |
- |
2024-03-31 |
9,602 |
$425,000 |
0 |
|
Baird Financial Group Inc. |
1446 |
*New |
2023-12-31 |
8,658 |
$383,000 |
8,658 |
|
Advisor Group Holdings Inc. |
3377 |
- |
2023-12-31 |
8,479 |
$375,000 |
-2,952 |
|
Financial Services Advisory Inc |
53 |
*New |
2023-12-31 |
8,371 |
$370,000 |
8,371 |
|
Andrew Hill Investment Advisors Inc. |
|
- |
2024-03-31 |
6,768 |
$334,000 |
-89 |
|
CITADEL ADVISORS LLC |
4007 |
- |
2023-12-31 |
7,381 |
$327,000 |
-3,650 |
|
Aaron Wealth Advisors |
213 |
- |
2024-03-31 |
6,445 |
$318,000 |
1,130 |
|
Barden Capital Management Inc. |
64 |
- |
2023-12-31 |
7,280 |
$289,000 |
0 |
|
CI Private Wealth LLC |
1888 |
- |
2023-12-31 |
6,325 |
$280,000 |
-290 |
|
Monument Group Wealth Advisors LLC |
39 |
- |
2023-12-31 |
5,505 |
$244,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2188 |
- |
2023-12-31 |
5,423 |
$240,000 |
-152 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2090 |
- |
2024-03-31 |
4,570 |
$226,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2937 |
*New |
2024-03-31 |
4,427 |
$219,000 |
4,427 |
|
RAYMOND JAMES & ASSOCIATES |
3519 |
*New |
2024-03-31 |
4,399 |
$217,000 |
4,399 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1480 |
- |
2023-12-31 |
4,787 |
$212,000 |
740 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
|
- |
2024-03-31 |
4,187 |
$207,000 |
-354 |
|
BP WEALTH MANAGEMENT LLC |
762 |
- |
2023-12-31 |
4,590 |
$203,000 |
-4,000 |
|
HANSON MCCLAIN, INC. |
1097 |
- |
2024-03-31 |
1,606 |
$79,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,605 |
$79,000 |
-618 |
|
J P MORGAN CHASE & CO |
4592 |
- |
2023-12-31 |
1,751 |
$77,000 |
295 |
|
PSI Advisors LLC |
231 |
- |
2024-03-31 |
1,200 |
$59,000 |
0 |
|
CWM LLC |
2303 |
- |
2024-03-31 |
956 |
$47,000 |
956 |
|
NBC SECURITIES INC. |
1222 |
- |
2024-03-31 |
742 |
$36,000 |
0 |
|
AdvisorNet Financial Inc |
906 |
- |
2024-03-31 |
725 |
$36,000 |
2 |
|
PRINCIPAL SECURITIES INC. |
1703 |
- |
2023-12-31 |
652 |
$29,000 |
0 |
|
Ameliora Wealth Management Ltd. |
152 |
- |
2024-03-31 |
576 |
$28,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1775 |
- |
2023-12-31 |
571 |
$25,000 |
0 |
|
HORIZON INVESTMENTS, LLC/SC |
629 |
- |
2023-12-31 |
311 |
$14,000 |
0 |
|
Evergreen Private Wealth LLC |
161 |
- |
2024-03-31 |
224 |
$11,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2850 |
*New |
2023-12-31 |
199 |
$9,000 |
199 |
|
FMR LLC |
4117 |
- |
2023-12-31 |
210 |
$9,000 |
164 |
|
IFP Advisors Inc |
2227 |
- |
2023-12-31 |
181 |
$8,000 |
1 |
|
UBS Group AG |
6386 |
- |
2023-12-31 |
106 |
$5,000 |
106 |
|
COMERICA BANK |
3562 |
- |
2023-12-31 |
29 |
$1,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
PFS INVESTMENTS INC. |
526 |
*Closed |
2023-06-30 |
0 |
$0 |
-55,781 |
|
Beaumont Financial Advisors LLC |
348 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,930 |
|
Raleigh Capital Management Inc. |
1052 |
*Closed |
2023-12-31 |
0 |
$0 |
-55 |
|
Millburn Ridgefield Corp |
188 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,638 |
|
|
77 Records found
|
1
|
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