|
Institutional
Holders
Total
Institutions:
|
185 6 |
|
Total
shares held :
|
37,115,943 |
|
% of shares
held :
|
67.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
1,652,402 |
|
% of shares
held change :
|
3.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.77 |
|
Last
Quarter's Ending
Price :
|
$48.32 |
|
Last
Quarter's Average
Price :
|
$48.06 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.33 (0.69%) |
|
|
|
|
|
|
|
|
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 |
548 |
- |
2023-12-31 |
7,037,334 |
$340,044,000 |
15,778 |
|
TEXAS TREASURY SAFEKEEPING TRUST CO |
3 |
- |
2023-12-31 |
3,884,482 |
$187,698,000 |
-516,955 |
|
AE Wealth Management LLC |
13 |
- |
2023-12-31 |
3,643,321 |
$176,847,000 |
1,389,887 |
|
BANK OF AMERICA CORP /DE/ |
625 |
- |
2023-12-31 |
3,518,761 |
$170,027,000 |
-300,830 |
|
LPL FINANCIAL CORP |
291 |
- |
2023-12-31 |
2,014,811 |
$97,356,000 |
59,179 |
|
WELLS FARGO & CO/MN |
507 |
- |
2023-12-31 |
1,700,152 |
$82,151,000 |
163,655 |
|
RENAISSANCE TECHNOLOGIES LLC |
328 |
- |
2023-12-31 |
943,300 |
$45,580,000 |
280,100 |
|
RAYMOND JAMES & ASSOCIATES |
449 |
- |
2024-03-31 |
889,791 |
$43,155,000 |
1,557 |
|
Sovereign Investment Advisors LLC |
2 |
- |
2023-12-31 |
673,080 |
$32,523,000 |
-97,441 |
|
MULTIFINANCIAL SECURITIES CORP |
57 |
- |
2023-12-31 |
558,056 |
$26,965,000 |
44,698 |
|
Commonwealth Financial Services LLC |
3 |
- |
2023-12-31 |
525,033 |
$25,370,000 |
264,683 |
|
JANE STREET GROUP LLC |
440 |
- |
2023-12-31 |
524,837 |
$25,360,000 |
119,519 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
433 |
- |
2024-03-31 |
522,485 |
$25,341,000 |
-69,969 |
|
ROYAL BANK OF CANADA |
1014 |
- |
2023-12-31 |
516,153 |
$24,941,000 |
-9,099 |
|
CLS INVESTMENT FIRM LLC |
36 |
- |
2022-12-31 |
509,254 |
$24,139,000 |
-417,446 |
|
Advisor Group Holdings Inc. |
434 |
- |
2023-12-31 |
476,660 |
$23,034,000 |
-163,033 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
470,727 |
$22,746,000 |
-19,196 |
|
Resources Investment Advisors Inc. |
61 |
- |
2023-12-31 |
422,458 |
$20,413,000 |
-441,265 |
|
COURIER CAPITAL CORP |
14 |
- |
2024-03-31 |
405,649 |
$19,674,000 |
2,988 |
|
CWM LLC |
202 |
- |
2024-03-31 |
394,711 |
$19,143,000 |
-23,268 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
267 |
- |
2024-03-31 |
387,927 |
$18,814,000 |
-17,844 |
|
HIGHTOWER ADVISORS, LLC |
480 |
- |
2023-12-31 |
388,673 |
$18,769,000 |
34,630 |
|
Lloyd Advisory Services LLC. |
3 |
- |
2024-03-31 |
375,980 |
$18,442,000 |
320,664 |
|
Dynamic Advisors Solutions LLC |
33 |
- |
2024-03-31 |
350,571 |
$17,003,000 |
32,684 |
|
LLBH Private Wealth Management LLC |
7 |
- |
2023-12-31 |
249,133 |
$12,038,000 |
7,317 |
|
Accel Wealth Management |
1 |
- |
2024-03-31 |
235,704 |
$11,432,000 |
336 |
|
Schneider Downs Wealth Management Advisors LP |
10 |
- |
2023-12-31 |
221,713 |
$10,713,000 |
-7,960 |
|
Retirement Network |
8 |
- |
2023-12-31 |
202,965 |
$9,807,000 |
198,330 |
|
CREATIVE PLANNING |
383 |
- |
2023-12-31 |
202,510 |
$9,785,000 |
-121,909 |
|
Rise Advisors LLC |
5 |
- |
2024-03-31 |
201,432 |
$9,769,000 |
4,366 |
|
Gladstone Institutional Advisory LLC |
43 |
- |
2023-12-31 |
180,908 |
$8,741,000 |
-2,830 |
|
Buck Wealth Strategies LLC |
|
- |
2023-12-31 |
178,070 |
$8,604,000 |
96,350 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
68 |
- |
2023-12-31 |
173,626 |
$8,390,000 |
0 |
|
Bensler LLC |
|
- |
2023-12-31 |
159,681 |
$7,716,000 |
-24,269 |
|
Stablepoint Partners LLC |
8 |
- |
2024-03-31 |
152,071 |
$7,375,000 |
34,828 |
|
HOWLAND CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
148,962 |
$7,198,000 |
-10,725 |
|
ENVESTNET ASSET MANAGEMENT INC |
1678 |
- |
2023-12-31 |
141,205 |
$6,823,000 |
15,252 |
|
KMG FIDUCIARY PARTNERS LLC |
36 |
- |
2024-03-31 |
139,493 |
$6,765,000 |
3,382 |
|
GREAT VALLEY ADVISOR GROUP INC. |
110 |
- |
2023-12-31 |
138,374 |
$6,686,000 |
27,702 |
|
Steward Partners Investment Advisory LLC |
235 |
- |
2023-12-31 |
131,886 |
$6,373,000 |
2,099 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
98 |
- |
2023-12-31 |
125,712 |
$6,074,000 |
86,307 |
|
STIFEL FINANCIAL CORP |
1032 |
- |
2023-12-31 |
120,067 |
$5,802,000 |
42,413 |
|
Financial Gravity Wealth Inc. |
78 |
- |
2023-12-31 |
145,160 |
$5,571,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
441 |
- |
2023-12-31 |
113,251 |
$5,472,000 |
-60,248 |
|
Sentinus LLC |
19 |
- |
2023-06-30 |
108,230 |
$5,172,000 |
22,462 |
|
Burford Brothers Inc. |
4 |
- |
2023-12-31 |
106,423 |
$5,142,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
652 |
- |
2024-03-31 |
104,718 |
$5,079,000 |
-3,308 |
|
JANUS HENDERSON GROUP PLC |
820 |
- |
2023-12-31 |
102,166 |
$4,937,000 |
-224 |
|
JANNEY MONTGOMERY SCOTT LLC |
746 |
- |
2023-12-31 |
97,719 |
$4,722,000 |
-6,667 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
96,708 |
$4,673,000 |
29,885 |
|
FFG RETIREMENT ADVISORS LLC |
8 |
- |
2023-12-31 |
95,511 |
$4,615,000 |
31,741 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1161 |
- |
2023-12-31 |
90,700 |
$4,383,000 |
-7,117 |
|
Financial Advocates Investment Management |
85 |
- |
2023-12-31 |
86,807 |
$4,195,000 |
28,982 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
82,064 |
$3,965,000 |
-7,719 |
|
Capstone Triton Financial Group LLC |
5 |
- |
2024-03-31 |
76,446 |
$3,708,000 |
143 |
|
Pallas Capital Advisors LLC |
111 |
- |
2024-03-31 |
76,198 |
$3,696,000 |
6,099 |
|
EverSource Wealth Advisors LLC |
76 |
- |
2023-12-31 |
67,982 |
$3,285,000 |
7,508 |
|
Kingdom Financial Group LLC. |
13 |
- |
2023-12-31 |
64,981 |
$3,140,000 |
58,003 |
|
Oakmont Partners LLC |
214 |
- |
2024-03-31 |
62,714 |
$3,042,000 |
52,610 |
|
Cape Investment Advisory Inc. |
11 |
- |
2023-12-31 |
61,402 |
$2,967,000 |
-4,204 |
|
Redwood Financial Network Corp |
6 |
- |
2023-12-31 |
58,554 |
$2,829,000 |
26,638 |
|
WESPAC Advisors SoCal LLC |
37 |
- |
2024-03-31 |
57,159 |
$2,772,000 |
4,668 |
|
CITADEL ADVISORS LLC |
2053 |
- |
2023-12-31 |
56,986 |
$2,754,000 |
56,986 |
|
Strategic Family Wealth Counselors L.L.C. |
28 |
- |
2023-12-31 |
55,737 |
$2,693,000 |
-346 |
|
MATTERN CAPITAL MANAGEMENT LLC |
79 |
- |
2023-12-31 |
54,979 |
$2,657,000 |
-889 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1648 |
- |
2023-12-31 |
52,361 |
$2,530,000 |
52,361 |
|
PROVISE MANAGEMENT GROUP LLC |
112 |
- |
2023-12-31 |
52,207 |
$2,523,000 |
5,755 |
|
MML INVESTORS SERVICES LLC |
904 |
- |
2023-12-31 |
50,795 |
$2,454,000 |
-445 |
|
Ledge Wealth Management Inc. |
|
- |
2023-12-31 |
50,735 |
$2,452,000 |
-3,920 |
|
Peak Asset Management LLC |
44 |
- |
2023-12-31 |
48,499 |
$2,343,000 |
2,639 |
|
Bedel Financial Consulting Inc. |
30 |
- |
2023-12-31 |
45,724 |
$2,209,000 |
72 |
|
BEDEL FINANCIAL CONSULTING INC |
27 |
- |
2023-09-30 |
45,652 |
$2,190,000 |
0 |
|
GPS Wealth Strategies Group LLC |
51 |
- |
2023-12-31 |
44,803 |
$2,165,000 |
38,058 |
|
Anfield Capital Management LLC |
18 |
- |
2023-12-31 |
44,327 |
$2,142,000 |
-36,957 |
|
PFG Advisors |
152 |
- |
2023-12-31 |
43,360 |
$2,095,000 |
3,543 |
|
Kestra Advisory Services LLC |
773 |
- |
2023-12-31 |
42,638 |
$2,060,000 |
1,416 |
|
Orion Portfolio Solutions LLC |
613 |
- |
2023-12-31 |
42,423 |
$2,051,000 |
-127,445 |
|
Trust Co |
40 |
- |
2024-03-31 |
38,307 |
$1,858,000 |
-1,017 |
|
Focus Financial Network Inc. |
179 |
- |
2024-03-31 |
36,615 |
$1,770,000 |
0 |
|
Private Advisor Group LLC |
830 |
- |
2023-12-31 |
36,088 |
$1,744,000 |
1,590 |
|
COMERICA BANK |
1244 |
- |
2023-12-31 |
36,096 |
$1,744,000 |
-22,469 |
|
Clear Creek Financial Management LLC |
92 |
- |
2024-03-31 |
35,764 |
$1,735,000 |
7,040 |
|
Koshinski Asset Management Inc. |
104 |
- |
2023-12-31 |
35,688 |
$1,724,000 |
7,399 |
|
Rockefeller Capital Management L.P. |
966 |
- |
2023-12-31 |
35,277 |
$1,705,000 |
-1,348 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1440 |
- |
2023-12-31 |
34,906 |
$1,687,000 |
20,378 |
|
BB&T CORP |
1342 |
- |
2023-12-31 |
33,873 |
$1,637,000 |
-6,700 |
|
Barber Financial Group Inc. |
37 |
- |
2023-03-31 |
33,788 |
$1,613,000 |
-944 |
|
J P MORGAN CHASE & CO |
3081 |
- |
2023-12-31 |
33,205 |
$1,605,000 |
29,013 |
|
Atlas Private Wealth Management |
51 |
- |
2024-03-31 |
32,549 |
$1,579,000 |
-6,940 |
|
PFG FINANCIAL ADVISORS |
74 |
- |
2024-03-31 |
32,446 |
$1,574,000 |
4,301 |
|
Csenge Advisory Group |
175 |
- |
2023-12-31 |
32,563 |
$1,573,000 |
2,907 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
32,397 |
$1,565,000 |
2,209 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
264 |
*New |
2024-03-31 |
31,840 |
$1,544,000 |
31,840 |
|
AMERIPRISE FINANCIAL INC |
2931 |
*New |
2023-12-31 |
31,827 |
$1,538,000 |
31,827 |
|
Ballew Advisors Inc |
17 |
- |
2024-03-31 |
30,712 |
$1,483,000 |
1,047 |
|
Modern Wealth Management LLC |
47 |
- |
2023-12-31 |
30,334 |
$1,466,000 |
0 |
|
Asset Allocation Strategies LLC |
35 |
- |
2023-12-31 |
30,317 |
$1,465,000 |
-12,012 |
|
MARINER WEALTH ADVISORS, LLC |
1216 |
- |
2023-12-31 |
29,588 |
$1,430,000 |
-12,102 |
|
EPG Wealth Management LLC |
81 |
- |
2023-12-31 |
26,599 |
$1,284,000 |
34 |
|
FLOW TRADERS U.S. LLC |
297 |
- |
2023-12-31 |
25,059 |
$1,211,000 |
25,059 |
|
|
100 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
|
|
|