|
Institutional
Holders
Total
Institutions:
|
324 7 |
|
Total
shares held :
|
41,583,182 |
|
% of shares
held :
|
17.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
2,590,068 |
|
% of shares
held change :
|
1.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$58.29 |
|
Last
Quarter's Ending
Price :
|
$63.75 |
|
Last
Quarter's Average
Price :
|
$60.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.89 (4.8%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SEI INVESTMENTS CO |
53 |
- |
2024-03-31 |
3,469,617 |
$221,532,000 |
-789,928 |
|
Betterment LLC |
33 |
- |
2024-03-31 |
2,108,594 |
$134,634,000 |
-104,298 |
|
WELLS FARGO & CO/MN |
538 |
- |
2024-03-31 |
1,269,373 |
$81,050,000 |
-617,067 |
|
AMERIPRISE FINANCIAL INC |
733 |
- |
2023-12-31 |
863,788 |
$55,070,000 |
-261,963 |
|
MATHER GROUP, INC. |
21 |
- |
2024-03-31 |
688,795 |
$43,911,000 |
-2,730 |
|
UBS Group AG |
972 |
- |
2023-12-31 |
409,437 |
$26,102,000 |
-209,442 |
|
Versant Capital Management Inc |
2 |
- |
2024-03-31 |
353,530 |
$22,573,000 |
-6,242 |
|
PNC FINANCIAL SERVICES GROUP INC |
380 |
- |
2024-03-31 |
339,333 |
$21,666,000 |
-11,076 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
14 |
- |
2023-12-31 |
247,580 |
$15,783,000 |
-237,622 |
|
SUMITOMO LIFE INSURANCE CO |
22 |
- |
2024-03-31 |
238,700 |
$14,728,000 |
-241,500 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
35 |
- |
2023-12-31 |
168,505 |
$10,742,000 |
-1,650 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
68 |
- |
2023-06-30 |
172,453 |
$10,739,000 |
-10,884 |
|
Resources Investment Advisors Inc. |
130 |
- |
2024-03-31 |
150,450 |
$9,606,000 |
-5,821 |
|
MARINER WEALTH ADVISORS, LLC |
546 |
- |
2023-12-31 |
123,537 |
$7,875,000 |
-4,014 |
|
HIGHTOWER ADVISORS, LLC |
787 |
- |
2024-03-31 |
119,046 |
$7,596,000 |
-5,016 |
|
Shore Point Advisors LLC |
8 |
- |
2024-03-31 |
93,067 |
$5,942,000 |
-50 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2249 |
- |
2024-03-31 |
85,855 |
$5,482,000 |
-5,898 |
|
BB&T CORP |
856 |
- |
2023-12-31 |
77,765 |
$4,958,000 |
-1,023 |
|
Wavelength Capital Management LLC |
9 |
- |
2023-09-30 |
80,915 |
$4,787,000 |
-8,758 |
|
American Trust |
46 |
- |
2023-12-31 |
73,249 |
$4,670,000 |
-17,215 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
17 |
- |
2024-03-31 |
67,086 |
$4,283,000 |
-12,039 |
|
LFA - Lugano Financial Advisors SA |
7 |
- |
2024-03-31 |
64,961 |
$4,148,000 |
-193 |
|
David Kennon Inc |
18 |
- |
2024-03-31 |
64,628 |
$4,126,000 |
-490 |
|
MML INVESTORS SERVICES LLC |
699 |
- |
2023-12-31 |
62,734 |
$3,999,000 |
-14,969 |
|
Ameraudi Asset Management Inc. |
16 |
- |
2024-03-31 |
62,628 |
$3,999,000 |
-9,496 |
|
Coastal Capital Group Inc. |
16 |
- |
2023-06-30 |
60,587 |
$3,773,000 |
-647 |
|
BUSEY TRUST CO |
117 |
- |
2024-03-31 |
55,307 |
$3,531,000 |
-20,446 |
|
Patriot Investment Management Inc. |
49 |
- |
2024-03-31 |
51,774 |
$3,306,000 |
-25,178 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
39 |
- |
2023-12-31 |
48,683 |
$3,104,000 |
-2,825 |
|
ATRIA INVESTMENTS LLC |
522 |
- |
2023-12-31 |
38,950 |
$2,483,000 |
-15,446 |
|
Axiom Financial Strategies LLC |
20 |
- |
2024-03-31 |
37,401 |
$2,388,000 |
-819 |
|
CAPTRUST FINANCIAL ADVISORS |
861 |
- |
2023-12-31 |
34,259 |
$2,184,000 |
-12,477 |
|
Running Point Capital Advisors LLC |
29 |
- |
2023-12-31 |
32,802 |
$2,091,000 |
-40,299 |
|
Econ Financial Services Corp |
26 |
- |
2023-12-31 |
31,475 |
$2,007,000 |
-278 |
|
Column Capital Advisors LLC |
40 |
- |
2023-09-30 |
33,478 |
$1,981,000 |
-4,897 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
20 |
- |
2024-03-31 |
30,492 |
$1,947,000 |
-2,076 |
|
Ahrens Investment Partners LLC |
26 |
- |
2023-03-31 |
30,307 |
$1,888,000 |
-31,652 |
|
Advisor Group Holdings Inc. |
1788 |
- |
2024-03-31 |
27,753 |
$1,772,000 |
-26,111 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
278 |
- |
2024-03-31 |
24,784 |
$1,582,000 |
-587 |
|
BLB&B ADVISORS LLC |
102 |
- |
2024-03-31 |
23,099 |
$1,475,000 |
-1,617 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1495 |
- |
2024-03-31 |
21,872 |
$1,397,000 |
-6,065 |
|
OHE FINANCIAL INC |
105 |
- |
2023-12-31 |
19,276 |
$1,229,000 |
-1,726 |
|
Investors Research Corp |
76 |
- |
2024-03-31 |
19,219 |
$1,227,000 |
-416 |
|
New Potomac Partneres LLC |
50 |
- |
2024-03-31 |
18,492 |
$1,181,000 |
-150 |
|
BURNS WEALTH MANAGEMENT, INC. |
263 |
- |
2024-03-31 |
17,148 |
$1,095,000 |
-5,690 |
|
Clear Creek Financial Management LLC |
136 |
- |
2024-03-31 |
17,137 |
$1,094,000 |
-794 |
|
NWAM LLC |
219 |
- |
2024-03-31 |
15,989 |
$1,016,000 |
-206 |
|
ALPS ADVISERS INC |
484 |
- |
2023-12-31 |
15,720 |
$1,002,000 |
-35 |
|
Strategic Financial Planning Inc. |
23 |
- |
2024-03-31 |
14,593 |
$932,000 |
-280 |
|
PARKSIDE FINANCIAL BANK & TRUST |
120 |
- |
2024-03-31 |
13,802 |
$881,000 |
-431 |
|
CWM LLC |
904 |
- |
2024-03-31 |
13,689 |
$874,000 |
-941 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
261 |
- |
2024-03-31 |
12,930 |
$826,000 |
-282 |
|
Prostatis Group LLC |
56 |
- |
2023-03-31 |
12,731 |
$786,000 |
-274 |
|
Pensionmark Financial Group LLC |
171 |
- |
2023-12-31 |
11,977 |
$764,000 |
-308 |
|
Cetera Investment Advisers |
1257 |
- |
2023-12-31 |
11,967 |
$763,000 |
-1,266 |
|
CFG ASSET MANAGEMENT LLC |
130 |
- |
2024-03-31 |
11,768 |
$751,000 |
-165 |
|
Lido Advisors LLC |
645 |
- |
2023-12-31 |
11,327 |
$722,000 |
-2,320 |
|
Virtue Capital Management LLC |
123 |
- |
2023-12-31 |
11,535 |
$718,000 |
-5,108 |
|
DAVIDSON D A & CO |
830 |
- |
2023-12-31 |
10,659 |
$680,000 |
-1,035 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2542 |
- |
2024-03-31 |
10,474 |
$669,000 |
-78 |
|
NAPLES GLOBAL ADVISORS LLC |
255 |
- |
2024-03-31 |
10,295 |
$657,000 |
-365 |
|
Stratos Wealth Partners LTD. |
792 |
- |
2024-03-31 |
9,840 |
$628,000 |
-274 |
|
STIFEL FINANCIAL CORP |
2437 |
- |
2023-12-31 |
9,781 |
$623,000 |
-316 |
|
PATHSTONE FAMILY OFFICE, LLC |
934 |
- |
2023-09-30 |
10,514 |
$622,000 |
-807 |
|
EverSource Wealth Advisors LLC |
230 |
- |
2023-12-31 |
8,840 |
$564,000 |
-1,100 |
|
JNBA FINANCIAL ADVISORS |
128 |
- |
2024-03-31 |
8,831 |
$564,000 |
-1,451 |
|
SigFig Wealth Management LLC |
108 |
- |
2024-03-31 |
8,817 |
$563,000 |
-587 |
|
Affinity Capital Advisors LLC |
90 |
- |
2024-03-31 |
8,024 |
$512,000 |
-4,833 |
|
Beacon Pointe Advisors LLC |
914 |
- |
2023-12-31 |
7,118 |
$454,000 |
-1,462 |
|
Private Advisor Group LLC |
1704 |
- |
2024-03-31 |
5,766 |
$368,000 |
-2,838 |
|
TSA Wealth Managment LLC |
43 |
- |
2024-03-31 |
5,704 |
$364,000 |
-85 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
120 |
- |
2024-03-31 |
5,355 |
$342,000 |
-5 |
|
TRUST POINT INC. |
383 |
- |
2024-03-31 |
5,228 |
$334,000 |
-36,088 |
|
Upper Left Wealth Management LLC |
51 |
- |
2024-03-31 |
4,777 |
$305,000 |
-3,020 |
|
Accurate Wealth Management LLC |
235 |
- |
2024-03-31 |
4,268 |
$266,000 |
-356 |
|
Orion Portfolio Solutions LLC |
1500 |
- |
2024-03-31 |
4,160 |
$266,000 |
-1,328 |
|
RHS Financial LLC |
95 |
- |
2024-03-31 |
4,108 |
$262,000 |
-298 |
|
Patriot Financial Group Insurance Agency LLC |
412 |
- |
2024-03-31 |
3,792 |
$242,000 |
-186 |
|
Gilbert & Cook Inc. |
214 |
- |
2024-03-31 |
3,264 |
$208,000 |
-264 |
|
Farther Finance Advisors LLC |
605 |
- |
2023-12-31 |
2,700 |
$172,000 |
-116 |
|
CENTAURUS FINANCIAL INC. |
650 |
- |
2023-12-31 |
2,420 |
$154,000 |
-7 |
|
IFP Advisors Inc |
1096 |
- |
2023-12-31 |
2,229 |
$142,000 |
-5 |
|
DEUTSCHE BANK AG |
2964 |
- |
2023-12-31 |
2,189 |
$140,000 |
-567 |
|
NATIONAL BANK OF CANADA /FI/ |
1348 |
- |
2023-12-31 |
2,160 |
$136,000 |
-347 |
|
Parallel Advisors LLC |
1086 |
- |
2024-03-31 |
1,846 |
$118,000 |
-179 |
|
ZRC WEALTH MANAGEMENT LLC |
187 |
- |
2024-03-31 |
1,195 |
$76,000 |
-660 |
|
CARDIFF PARK ADVISORS LLC |
279 |
- |
2023-12-31 |
1,012 |
$65,000 |
-74 |
|
Cape Investment Advisory Inc. |
422 |
- |
2023-12-31 |
548 |
$35,000 |
-1 |
|
Eagle Bay Advisors LLC |
384 |
- |
2024-03-31 |
418 |
$27,000 |
-167 |
|
BNP PARIBAS ARBITRAGE SA |
2821 |
- |
2024-03-31 |
323 |
$21,000 |
-16,513 |
|
PROEQUITIES INC. |
1652 |
- |
2024-03-31 |
184 |
$12,000 |
-12 |
|
Cornerstone Planning Group LLC |
501 |
- |
2024-03-31 |
96 |
$6,000 |
-182 |
|
Tradition Wealth Management LLC |
1216 |
- |
2023-12-31 |
52 |
$3,000 |
-77 |
|
Impact Partnership Wealth LLC |
779 |
- |
2023-12-31 |
23 |
$1,000 |
-64 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1726 |
- |
2023-12-31 |
1 |
$0 |
-34 |
|
Tortoise Investment Management LLC |
877 |
- |
2024-03-31 |
1 |
$0 |
-10 |
|
Activest Wealth Management |
455 |
- |
2024-03-31 |
0 |
$0 |
-22,401 |
|
|
97 Records found
|
1
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