|
Institutional
Holders
Total
Institutions:
|
0 |
|
Total
shares held :
|
0 |
|
% of shares
held :
|
0% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
0 |
|
% of shares
held change :
|
0% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.25 |
|
Last
Quarter's Ending
Price :
|
$56.14 |
|
Last
Quarter's Average
Price :
|
$52.99 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.85 (7.27%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
168 |
- |
2023-12-31 |
22,816,824 |
$1,280,937,000 |
1,658,387 |
|
JONES FINANCIAL COMPANIES LLLP |
16 |
- |
2023-12-31 |
19,465,999 |
$1,092,821,000 |
-1,631,510 |
|
NORTHERN TRUST CORP |
116 |
- |
2023-12-31 |
16,735,449 |
$939,528,000 |
-305,525 |
|
BANK OF AMERICA CORP /DE/ |
220 |
- |
2023-12-31 |
15,073,204 |
$846,210,000 |
157,291 |
|
SANDERS CAPITAL, LLC |
26 |
- |
2023-12-31 |
14,303,965 |
$803,025,000 |
-45,039 |
|
ENVESTNET ASSET MANAGEMENT INC |
72 |
- |
2023-12-31 |
10,886,912 |
$611,191,000 |
1,245,802 |
|
PNC FINANCIAL SERVICES GROUP INC |
50 |
- |
2023-12-31 |
8,225,239 |
$461,765,000 |
-394,705 |
|
GOLDMAN SACHS GROUP INC/ |
216 |
- |
2023-12-31 |
7,514,226 |
$421,849,000 |
-20,796 |
|
BKD WEALTH ADVISORS LLC |
2 |
- |
2024-03-31 |
6,154,549 |
$360,964,000 |
200,712 |
|
JANNEY MONTGOMERY SCOTT LLC |
7 |
- |
2023-12-31 |
6,358,472 |
$356,964,000 |
-120,273 |
|
RAYMOND JAMES & ASSOCIATES |
66 |
- |
2023-12-31 |
6,066,524 |
$340,575,000 |
21,183 |
|
CIBC GLOBAL ASSET MANAGEMENT INC |
20 |
- |
2023-12-31 |
5,755,713 |
$323,126,000 |
42,006 |
|
WESTEND ADVISORS LLC |
3 |
- |
2023-12-31 |
5,714,558 |
$320,815,000 |
24,031 |
|
UBS Group AG |
167 |
- |
2023-12-31 |
5,531,928 |
$310,562,000 |
24,975 |
|
Cresset Asset Management LLC |
10 |
- |
2023-12-31 |
4,918,134 |
$276,104,000 |
217,005 |
|
CBIZ Investment Advisory Services LLC |
2 |
- |
2023-12-31 |
4,403,160 |
$247,193,000 |
169,592 |
|
BB&T CORP |
61 |
- |
2023-12-31 |
3,834,700 |
$215,280,000 |
71,097 |
|
DIVERSIFIED TRUST CO |
2 |
- |
2024-03-31 |
3,638,744 |
$213,412,000 |
175,093 |
|
JANE STREET GROUP LLC |
59 |
- |
2023-12-31 |
3,705,079 |
$208,003,000 |
3,670,843 |
|
Summit Financial LLC |
2 |
- |
2023-12-31 |
3,313,069 |
$185,996,000 |
28,330 |
|
LINCOLN NATIONAL CORP |
8 |
- |
2023-12-31 |
2,994,112 |
$168,089,000 |
68,865 |
|
HOWLAND CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
2,675,721 |
$150,215,000 |
14,982 |
|
Allspring Global Investments Holdings LLC |
107 |
- |
2024-03-31 |
2,493,807 |
$146,262,000 |
26,387 |
|
LPL FINANCIAL CORP |
219 |
- |
2023-12-31 |
2,357,024 |
$132,323,000 |
101,702 |
|
Baird Financial Group Inc. |
72 |
- |
2023-12-31 |
2,261,793 |
$126,977,000 |
94,836 |
|
HIGHTOWER ADVISORS, LLC |
112 |
- |
2023-12-31 |
2,138,500 |
$120,045,000 |
-89,185 |
|
VICTORY CAPITAL MANAGEMENT INC |
190 |
- |
2023-12-31 |
2,132,763 |
$119,733,000 |
-129,402 |
|
CI Private Wealth LLC |
110 |
- |
2023-12-31 |
2,062,781 |
$115,805,000 |
-218,035 |
|
BLAIR WILLIAM & CO/IL |
66 |
- |
2023-12-31 |
1,947,429 |
$109,329,000 |
120,523 |
|
ROYAL BANK OF CANADA |
448 |
- |
2023-12-31 |
1,932,214 |
$108,474,000 |
-27,444 |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT |
|
- |
2023-12-31 |
1,927,464 |
$108,208,000 |
37,952 |
|
Rockefeller Capital Management L.P. |
66 |
- |
2023-12-31 |
1,806,512 |
$101,418,000 |
-92,303 |
|
Gibson Wealth Advisors LLC |
9 |
- |
2022-12-31 |
2,082,583 |
$101,065,000 |
2,050,845 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
2,507,680 |
$99,364,000 |
873,269 |
|
WELLS FARGO & CO/MN |
456 |
- |
2023-12-31 |
1,706,288 |
$95,791,000 |
228,880 |
|
JOHNSON INVESTMENT COUNSEL INC |
29 |
- |
2023-12-31 |
1,521,619 |
$85,424,000 |
26,943 |
|
Strid Group LLC |
3 |
- |
2023-12-31 |
1,421,159 |
$79,784,000 |
23,376 |
|
VANGUARD GROUP INC |
1976 |
- |
2023-12-31 |
1,417,026 |
$79,552,000 |
585,139 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
142 |
- |
2023-12-31 |
1,397,581 |
$78,460,000 |
-9,760 |
|
Voya Financial Advisors Inc. |
5 |
- |
2023-12-31 |
1,288,373 |
$72,291,000 |
87,354 |
|
LAIRD NORTON TYEE TRUST CO |
2 |
- |
2023-12-31 |
1,259,185 |
$70,691,000 |
-592,121 |
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
15 |
- |
2023-12-31 |
1,256,682 |
$70,550,000 |
2,590 |
|
US BANCORP |
159 |
- |
2023-12-31 |
1,254,185 |
$70,410,000 |
-21,780 |
|
CAPTRUST FINANCIAL ADVISORS |
95 |
- |
2023-12-31 |
1,184,535 |
$66,500,000 |
-84,739 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
184 |
- |
2023-12-31 |
1,170,003 |
$65,684,000 |
611 |
|
FINANCEWARE, INC. |
5 |
- |
2024-03-31 |
1,105,407 |
$64,832,000 |
-10,802 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
96 |
- |
2023-12-31 |
1,105,256 |
$62,049,000 |
25,079 |
|
CREATIVE PLANNING |
107 |
- |
2023-12-31 |
1,101,531 |
$61,840,000 |
39,798 |
|
HB Wealth Management LLC |
15 |
- |
2023-12-31 |
1,095,585 |
$61,506,000 |
43,086 |
|
J P MORGAN CHASE & CO |
1027 |
- |
2023-12-31 |
1,027,108 |
$57,662,000 |
602,130 |
|
FINANCIAL NETWORK |
67 |
- |
2023-12-31 |
972,243 |
$54,582,000 |
-3,421 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
25 |
- |
2023-12-31 |
970,012 |
$54,456,000 |
-18,585 |
|
NATIONAL BANK OF CANADA /FI/ |
194 |
- |
2023-12-31 |
934,115 |
$51,852,000 |
88,778 |
|
Advisor Group Holdings Inc. |
211 |
- |
2023-12-31 |
902,688 |
$50,686,000 |
-385,284 |
|
Patriot Investment Management Inc. |
5 |
- |
2024-03-31 |
830,463 |
$48,707,000 |
179,762 |
|
SAVANT CAPITAL MANAGEMENT INC |
31 |
- |
2023-12-31 |
861,940 |
$48,389,000 |
-43,604 |
|
DUFF & PHELPS INVESTMENT MANAGEMENT CO |
62 |
- |
2023-12-31 |
843,720 |
$47,366,000 |
9,100 |
|
EFFICIENT ADVISORS, LLC |
10 |
- |
2023-12-31 |
839,381 |
$47,123,000 |
-86,006 |
|
PINNACLE ASSOCIATES LTD |
25 |
- |
2023-12-31 |
834,585 |
$46,854,000 |
-18,868 |
|
Glassman Wealth Services |
3 |
- |
2023-12-31 |
823,329 |
$46,222,000 |
29,013 |
|
Nicholas Hoffman & Company LLC. |
11 |
- |
2023-12-31 |
789,958 |
$44,348,000 |
-3,786 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
7 |
- |
2023-12-31 |
787,846 |
$43,678,000 |
-78,719 |
|
NISA INVESTMENT ADVISORS L L C |
|
- |
2023-12-31 |
769,800 |
$43,217,000 |
7,900 |
|
Compton Wealth Advisory Group LLC |
1 |
- |
2024-03-31 |
728,906 |
$42,750,000 |
-1,175 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
204 |
- |
2023-12-31 |
755,030 |
$42,387,000 |
54,165 |
|
ACCREDITED INVESTORS INC. |
14 |
- |
2023-12-31 |
741,779 |
$41,643,000 |
729,406 |
|
Lido Advisors LLC |
35 |
- |
2023-12-31 |
525,794 |
$41,454,000 |
525,794 |
|
St. Louis Trust Co |
5 |
- |
2023-12-31 |
734,417 |
$41,230,000 |
7,012 |
|
Charter Oak Capital Management LLC |
|
- |
2023-12-31 |
707,719 |
$39,731,000 |
-16,856 |
|
MML INVESTORS SERVICES LLC |
123 |
- |
2023-12-31 |
706,130 |
$39,642,000 |
-220,976 |
|
Sontag Advisory LLC |
34 |
- |
2023-12-31 |
702,232 |
$39,423,000 |
26,831 |
|
AMERIPRISE FINANCIAL INC |
883 |
- |
2023-12-31 |
698,806 |
$39,199,000 |
-196,805 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
191 |
- |
2023-09-30 |
746,124 |
$38,701,000 |
-150,470 |
|
DT INVESTMENT PARTNERS, LLC |
5 |
- |
2023-12-31 |
673,633 |
$37,393,000 |
18,354 |
|
PBWM Holdings LLC |
2 |
- |
2023-03-31 |
696,388 |
$37,236,000 |
7,388 |
|
CULLEN FROST BANKERS INC |
41 |
- |
2023-12-31 |
658,216 |
$36,952,000 |
240,298 |
|
STIFEL FINANCIAL CORP |
343 |
- |
2023-12-31 |
654,909 |
$36,767,000 |
-617,911 |
|
BRIDGES INVESTMENT MANAGEMENT INC |
|
- |
2023-12-31 |
654,829 |
$36,762,000 |
-12,279 |
|
Pasadena Private Wealth LLC |
3 |
- |
2024-03-31 |
626,651 |
$36,753,000 |
-11,198 |
|
ALLY FINANCIAL INC. |
4 |
- |
2023-12-31 |
651,000 |
$36,547,000 |
0 |
|
Independent Advisor Alliance |
11 |
- |
2023-12-31 |
670,432 |
$36,206,000 |
335,120 |
|
Column Capital Advisors LLC |
6 |
- |
2023-09-30 |
694,502 |
$36,024,000 |
-22,567 |
|
Flower City Capital |
2 |
- |
2024-03-31 |
608,677 |
$35,699,000 |
58,520 |
|
DAVIS R M INC |
44 |
- |
2023-12-31 |
629,243 |
$35,326,000 |
-15,640 |
|
Envestnet Portfolio Solutions Inc. |
86 |
- |
2023-12-31 |
626,640 |
$35,180,000 |
-19,286 |
|
CFG ASSET MANAGEMENT LLC |
3 |
- |
2023-12-31 |
634,635 |
$34,349,000 |
75,762 |
|
MEANS INVESTMENT CO. INC. |
7 |
- |
2024-03-31 |
584,364 |
$34,273,000 |
102,561 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
228 |
- |
2024-03-31 |
565,264 |
$33,153,000 |
4,433 |
|
BUCKINGHAM CAPITAL MANAGEMENT, INC. |
4 |
- |
2024-03-31 |
564,414 |
$33,103,000 |
14,146 |
|
FTB Advisors Inc. |
15 |
- |
2023-12-31 |
585,944 |
$32,895,000 |
2,391 |
|
Blankinship & Foster LLC |
2 |
- |
2023-12-31 |
573,428 |
$32,192,000 |
-6,120 |
|
5th Street Advisors LLC |
1 |
- |
2023-12-31 |
568,838 |
$31,935,000 |
-15,760 |
|
Cardinal Point Capital Management ULC |
4 |
- |
2023-12-31 |
563,026 |
$31,608,000 |
25,570 |
|
State of Wisconsin - Board of Commissioners of Pub |
4 |
- |
2023-12-31 |
554,938 |
$31,154,000 |
0 |
|
McCarthy Grittinger Financial Group LLC |
|
- |
2023-12-31 |
550,896 |
$30,927,000 |
13,562 |
|
BAILARD BIEHL & KAISER INC |
24 |
- |
2023-12-31 |
543,270 |
$30,499,000 |
-39,232 |
|
CWM LLC |
141 |
- |
2024-03-31 |
518,375 |
$30,403,000 |
41,875 |
|
Standpoint Asset Management LLC |
6 |
- |
2023-12-31 |
541,400 |
$30,394,000 |
12,500 |
|
BANK OF NEW YORK MELLON CORP |
1375 |
- |
2023-12-31 |
534,659 |
$30,016,000 |
-11,462 |
|
CAPROCK Group Inc. |
8 |
- |
2023-12-31 |
533,275 |
$29,938,000 |
-13,549 |
|
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100 Records found
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