|
Institutional
Holders
Total
Institutions:
|
713 12 |
|
Total
shares held :
|
45,532,102 |
|
% of shares
held :
|
57.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
2,447,790 |
|
% of shares
held change :
|
3.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$141.55 |
|
Last
Quarter's Ending
Price :
|
$164.42 |
|
Last
Quarter's Average
Price :
|
$146.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
27.95 (19.02%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
79 |
- |
2023-12-31 |
3,411,105 |
$560,854,000 |
141,224 |
|
MORGAN STANLEY |
374 |
- |
2023-12-31 |
3,248,967 |
$534,196,000 |
89,673 |
|
Wealthfront Advisers LLC |
12 |
- |
2023-12-31 |
3,105,632 |
$510,628,000 |
12,335 |
|
BANK OF AMERICA CORP /DE/ |
462 |
- |
2023-12-31 |
1,703,745 |
$280,130,000 |
-70,673 |
|
MANUFACTURERES LIFE INSURANCE CO |
112 |
- |
2023-12-31 |
1,373,452 |
$225,823,000 |
88,083 |
|
CITIGROUP INC |
70 |
- |
2023-12-31 |
1,250,191 |
$205,556,000 |
83,500 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
33 |
- |
2023-12-31 |
1,236,602 |
$203,322,000 |
7,899 |
|
FIFTH THIRD BANCORP |
23 |
- |
2023-12-31 |
1,195,037 |
$196,488,000 |
-480,619 |
|
Envestnet Portfolio Solutions Inc. |
33 |
- |
2023-12-31 |
994,662 |
$163,542,000 |
-17,529 |
|
US BANCORP |
86 |
- |
2023-12-31 |
970,745 |
$159,610,000 |
18,351 |
|
WELLS FARGO & CO/MN |
357 |
- |
2023-12-31 |
809,493 |
$133,097,000 |
37,798 |
|
Advisor Group Holdings Inc. |
95 |
- |
2023-12-31 |
792,653 |
$130,440,000 |
-284,035 |
|
ROYAL BANK OF CANADA |
418 |
- |
2023-12-31 |
738,514 |
$121,426,000 |
-36,335 |
|
Sontag Advisory LLC |
13 |
- |
2023-12-31 |
727,960 |
$119,691,000 |
57,760 |
|
LPL FINANCIAL CORP |
252 |
- |
2023-12-31 |
690,898 |
$113,597,000 |
-12,948 |
|
UBS Group AG |
394 |
- |
2023-12-31 |
661,194 |
$108,714,000 |
12,113 |
|
SigFig Wealth Management LLC |
6 |
- |
2023-12-31 |
631,432 |
$103,820,000 |
2,784 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
32 |
- |
2023-12-31 |
587,730 |
$96,635,000 |
-24,820 |
|
SageView Advisory Group LLC |
4 |
- |
2023-12-31 |
550,049 |
$90,169,000 |
117,493 |
|
COLONY GROUP, LLC |
13 |
*New |
2023-12-31 |
547,971 |
$90,097,000 |
547,971 |
|
AMERIPRISE FINANCIAL INC |
575 |
- |
2023-12-31 |
519,522 |
$85,389,000 |
-16,036 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
513,520 |
$84,433,000 |
29,589 |
|
VANGUARD GROUP INC |
1961 |
- |
2023-12-31 |
495,740 |
$81,510,000 |
199,066 |
|
CREATIVE PLANNING |
92 |
- |
2023-12-31 |
481,194 |
$79,118,000 |
-10,841 |
|
Ronald Blue Trust Inc. |
23 |
- |
2023-12-31 |
550,060 |
$78,840,000 |
-51,667 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
1,964,917 |
$73,519,000 |
1,645,134 |
|
COLONY GROUP LLC |
15 |
- |
2023-09-30 |
459,216 |
$65,819,000 |
28,707 |
|
DIVERSIFIED TRUST CO |
6 |
- |
2023-12-31 |
395,117 |
$64,965,000 |
15,872 |
|
VATERA HOLDINGS LLC |
3 |
- |
2023-12-31 |
386,100 |
$63,483,000 |
0 |
|
Charter Oak Capital Management LLC |
|
- |
2023-12-31 |
342,932 |
$56,385,000 |
11,146 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
215 |
- |
2023-12-31 |
335,189 |
$55,112,000 |
8,965 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
16 |
- |
2023-12-31 |
334,129 |
$54,937,000 |
-1,010 |
|
VAN CLEEF ASSET MANAGEMENT,INC |
3 |
- |
2023-12-31 |
331,826 |
$54,559,000 |
3,422 |
|
Gleason Group Inc. |
3 |
- |
2023-12-31 |
323,488 |
$53,188,000 |
21,412 |
|
ALLIANCEBERNSTEIN L.P. |
563 |
- |
2023-12-31 |
321,550 |
$52,869,000 |
14,044 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
5 |
- |
2023-12-31 |
311,340 |
$51,191,000 |
19,502 |
|
BESSEMER GROUP INC |
193 |
- |
2023-12-31 |
301,236 |
$49,529,000 |
159,993 |
|
EXCHANGE TRADED CONCEPTS LLC |
10 |
- |
2023-12-31 |
282,726 |
$46,486,000 |
282,726 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
264 |
- |
2023-12-31 |
277,886 |
$45,690,000 |
146,025 |
|
MARINER WEALTH ADVISORS, LLC |
185 |
- |
2023-12-31 |
273,958 |
$45,044,000 |
-66,158 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
190 |
- |
2023-12-31 |
271,771 |
$44,685,000 |
2,563 |
|
BARCLAYS PLC |
540 |
- |
2023-12-31 |
264,100 |
$43,423,000 |
-12,282 |
|
NEPC LLC |
14 |
- |
2023-12-31 |
256,202 |
$42,125,000 |
35,491 |
|
Voya Financial Advisors Inc. |
6 |
- |
2023-12-31 |
213,565 |
$35,533,000 |
10,572 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
11 |
- |
2023-12-31 |
213,696 |
$35,136,000 |
1,204 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
305 |
- |
2023-12-31 |
202,459 |
$33,288,000 |
9,480 |
|
RAYMOND JAMES TRUST CO |
19 |
- |
2023-12-31 |
200,802 |
$33,016,000 |
-5,825 |
|
MML INVESTORS SERVICES LLC |
162 |
- |
2023-12-31 |
191,963 |
$31,563,000 |
19,582 |
|
ACT WEALTH MANAGEMENT LLC |
1 |
- |
2023-12-31 |
190,564 |
$31,332,000 |
8,934 |
|
James J. Burns & Company LLC |
2 |
- |
2023-12-31 |
182,936 |
$30,078,000 |
4,684 |
|
GOLDMAN SACHS GROUP INC/ |
1292 |
- |
2023-12-31 |
179,025 |
$29,435,000 |
-2,984 |
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
33 |
- |
2023-12-31 |
172,416 |
$28,349,000 |
-5,456 |
|
ARMSTRONG ADVISORY GROUP INC |
13 |
- |
2023-12-31 |
170,221 |
$27,988,000 |
-88,649 |
|
Lido Advisors LLC |
51 |
- |
2023-12-31 |
168,989 |
$27,785,000 |
-7,190 |
|
FINANCIAL NETWORK |
145 |
- |
2023-12-31 |
152,173 |
$25,020,000 |
-641 |
|
Rockefeller Capital Management L.P. |
252 |
- |
2023-12-31 |
147,204 |
$24,203,000 |
7,032 |
|
LEGACY PRIVATE TRUST CO. |
10 |
- |
2023-12-31 |
141,265 |
$23,227,000 |
-90,017 |
|
First Ascent Asset Management LLC |
11 |
- |
2023-12-31 |
141,092 |
$23,198,000 |
14,469 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
333 |
- |
2023-12-31 |
133,724 |
$21,987,000 |
-82,977 |
|
RAYMOND JAMES & ASSOCIATES |
701 |
- |
2023-12-31 |
132,338 |
$21,759,000 |
10,757 |
|
FC Advisory LLC |
2 |
- |
2023-12-31 |
128,974 |
$21,206,000 |
-1,133 |
|
Beacon Harbor Wealth Advisors Inc. |
2 |
- |
2023-12-31 |
128,413 |
$21,114,000 |
3,718 |
|
Firestone Capital Management |
2 |
- |
2023-12-31 |
122,374 |
$20,121,000 |
-2,586 |
|
Sargent Bickham Lagudis LLC |
14 |
- |
2022-12-31 |
149,294 |
$19,835,000 |
-41,902 |
|
VALMARK ADVISERS INC |
44 |
- |
2023-12-31 |
116,839 |
$19,211,000 |
2,968 |
|
Merit Financial Group LLC |
29 |
- |
2023-12-31 |
114,227 |
$18,781,000 |
43,242 |
|
J P MORGAN CHASE & CO |
1636 |
- |
2023-12-31 |
113,725 |
$18,699,000 |
87,178 |
|
New England Private Wealth Advisors LLC |
9 |
- |
2023-12-31 |
108,015 |
$17,760,000 |
1,597 |
|
MAYPORT LLC |
3 |
- |
2023-12-31 |
102,661 |
$16,880,000 |
1,436 |
|
TORONTO DOMINION BANK |
365 |
- |
2023-12-31 |
100,000 |
$16,442,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
27 |
- |
2023-12-31 |
99,851 |
$16,417,000 |
98,652 |
|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
175 |
- |
2023-12-31 |
95,196 |
$15,652,000 |
-102 |
|
Beacon Pointe Advisors LLC |
129 |
- |
2023-12-31 |
91,917 |
$15,112,000 |
-2,538 |
|
BROWN ADVISORY HOLDINGS INC |
350 |
- |
2023-12-31 |
91,742 |
$15,084,000 |
2,132 |
|
Private Advisor Group LLC |
167 |
- |
2023-12-31 |
91,047 |
$14,970,000 |
3,995 |
|
Continuum Advisory LLC |
7 |
- |
2023-12-31 |
88,484 |
$14,551,000 |
3,844 |
|
Wealth Group Ltd |
8 |
- |
2023-12-31 |
86,582 |
$14,020,000 |
0 |
|
Atlantic Trust Group LLC |
289 |
- |
2023-12-31 |
82,604 |
$13,582,000 |
-33 |
|
BALLENTINE FINN & COMPANY INC |
|
- |
2023-12-31 |
82,070 |
$13,494,000 |
-1,031 |
|
Applied Capital LLC |
|
- |
2023-12-31 |
80,494 |
$13,235,000 |
-1,875 |
|
Schechter Investment Advisors LLC |
18 |
- |
2023-12-31 |
78,295 |
$12,873,000 |
-2,852 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
|
- |
2023-12-31 |
77,570 |
$12,754,000 |
1,473 |
|
SOL CAPITAL MANAGEMENT CO |
|
- |
2023-12-31 |
73,619 |
$12,104,000 |
2,563 |
|
DAVIDSON D A & CO |
135 |
- |
2023-12-31 |
73,599 |
$12,101,000 |
483 |
|
CAPTRUST FINANCIAL ADVISORS |
332 |
- |
2023-12-31 |
73,289 |
$12,050,000 |
-1,254 |
|
ANCORA ADVISORS, LLC |
65 |
- |
2023-12-31 |
73,031 |
$12,008,000 |
-575 |
|
State of Wisconsin - Board of Commissioners of Pub |
10 |
- |
2023-12-31 |
72,710 |
$11,955,000 |
0 |
|
NORDEN GROUP LLC |
4 |
- |
2023-12-31 |
61,616 |
$11,902,000 |
60,315 |
|
PRINCIPAL SECURITIES INC. |
44 |
- |
2023-12-31 |
71,515 |
$11,758,000 |
0 |
|
LINSCOMB & WILLIAMS INC |
25 |
- |
2023-12-31 |
69,959 |
$11,503,000 |
-885 |
|
Oakmont Partners LLC |
60 |
- |
2023-12-31 |
68,234 |
$11,219,000 |
1,998 |
|
J.W. COLE ADVISORS INC. |
26 |
- |
2023-12-31 |
67,763 |
$11,142,000 |
1,695 |
|
Independent Advisor Alliance |
44 |
- |
2023-12-31 |
70,663 |
$10,866,000 |
34,991 |
|
HIGHTOWER ADVISORS, LLC |
672 |
- |
2023-12-31 |
64,818 |
$10,663,000 |
4,792 |
|
Fiduciary Group LLC |
21 |
- |
2023-12-31 |
64,807 |
$10,656,000 |
-332 |
|
BLAIR WILLIAM & CO/IL |
311 |
- |
2023-12-31 |
64,706 |
$10,639,000 |
-2,909 |
|
West Financial Advisors LLC |
10 |
- |
2023-12-31 |
64,377 |
$10,585,000 |
-2,100 |
|
BRISTOL JOHN W & CO INC /NY/ |
46 |
*New |
2023-12-31 |
62,862 |
$10,336,000 |
62,862 |
|
Great Diamond Partners LLC |
6 |
- |
2023-12-31 |
60,903 |
$10,014,000 |
232 |
|
Kestra Advisory Services LLC |
277 |
- |
2023-12-31 |
60,700 |
$9,980,000 |
5,594 |
|
|
100 Records found
|
1
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