There is a long list of 169 institutional holders of RWJ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of RWJ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-RWJ table below, the initial column indicates the name of each top institutional holder of RWJ, with a link to that fund's top holdings. The next columns indicate the amount of RWJ stock held by each of the institutional holders of RWJ, followed by the RWJ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 2,919,804 | $120,967 | 12/31/2023 |
RWJ | 2,919,804 | $120,967 | 12/31/2023 |
Morgan Stanley | 2,133,967 | $88,410 | 12/31/2023 |
RWJ | 2,133,967 | $88,410 | 12/31/2023 |
Ameriprise Financial Inc. | 1,474,986 | $61,147 | 12/31/2023 |
RWJ | 1,474,986 | $61,147 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,335,621 | $57,178 | 03/31/2024 |
RWJ | 1,335,621 | $57,178 | 03/31/2024 |
Fusion Family Wealth LLC | 1,210,235 | $50,140 | 12/31/2023 |
RWJ | 1,210,235 | $50,140 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,187,975 | $49,218 | 12/31/2023 |
RWJ | 1,187,975 | $49,218 | 12/31/2023 |
Bank of America Corp DE | 1,088,824 | $45,110 | 12/31/2023 |
RWJ | 1,088,824 | $45,110 | 12/31/2023 |
Advisor Group Holdings Inc. | 942,146 | $39,035 | 12/31/2023 |
RWJ | 942,146 | $39,035 | 12/31/2023 |
Wells Fargo & Company MN | 651,273 | $26,982 | 12/31/2023 |
RWJ | 651,273 | $26,982 | 12/31/2023 |
UBS Group AG | 518,676 | $21,489 | 12/31/2023 |
RWJ | 518,676 | $21,489 | 12/31/2023 |
Private Advisor Group LLC | 409,260 | $16,956 | 12/31/2023 |
RWJ | 409,260 | $16,956 | 12/31/2023 |
WFA Asset Management Corp | 315,667 | $13,514 | 03/31/2024 |
RWJ | 315,667 | $13,514 | 03/31/2024 |
Hyperion Partners LLC | 314,777 | $13,476 | 03/31/2024 |
RWJ | 314,777 | $13,476 | 03/31/2024 |
Ancora Advisors LLC | 310,440 | $12,862 | 12/31/2023 |
RWJ | 310,440 | $12,862 | 12/31/2023 |
Stifel Financial Corp | 306,358 | $12,693 | 12/31/2023 |
RWJ | 306,358 | $12,693 | 12/31/2023 |
Wellington Wealth Strategies LLC. | 289,432 | $11,991 | 12/31/2023 |
RWJ | 289,432 | $11,991 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 274,126 | $11,357 | 12/31/2023 |
RWJ | 274,126 | $11,357 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 261,719 | $10,843 | 12/31/2023 |
RWJ | 261,719 | $10,843 | 12/31/2023 |
Raymond James & Associates | 243,011 | $10,403 | 03/31/2024 |
RWJ | 243,011 | $10,403 | 03/31/2024 |
Mariner LLC | 224,483 | $9,300 | 12/31/2023 |
RWJ | 224,483 | $9,300 | 12/31/2023 |
Wade G W & Inc. | 214,411 | $8,883 | 12/31/2023 |
RWJ | 214,411 | $8,883 | 12/31/2023 |
Consolidated Planning Corp | 202,464 | $8,388 | 12/31/2023 |
RWJ | 202,464 | $8,388 | 12/31/2023 |
Cetera Advisor Networks LLC | 198,835 | $8,238 | 12/31/2023 |
RWJ | 198,835 | $8,238 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 156,025 | $6,679 | 03/31/2024 |
RWJ | 156,025 | $6,679 | 03/31/2024 |
Envestnet Asset Management Inc. | 145,810 | $6,041 | 12/31/2023 |
RWJ | 145,810 | $6,041 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 134,354 | $5,566 | 12/31/2023 |
RWJ | 134,354 | $5,566 | 12/31/2023 |
Two Sigma Investments LP | 112,625 | $4,666 | 12/31/2023 |
RWJ | 112,625 | $4,666 | 12/31/2023 |
Kestra Advisory Services LLC | 107,608 | $4,458 | 12/31/2023 |
RWJ | 107,608 | $4,458 | 12/31/2023 |
Avantax Advisory Services Inc. | 101,154 | $4,191 | 12/31/2023 |
RWJ | 101,154 | $4,191 | 12/31/2023 |
Swisher Financial Concepts Inc. | 97,454 | $3,963 | 03/31/2024 |
RWJ | 97,454 | $3,963 | 03/31/2024 |
MML Investors Services LLC | 79,142 | $3,279 | 12/31/2023 |
RWJ | 79,142 | $3,279 | 12/31/2023 |
GWM Advisors LLC | 77,770 | $3,180 | 12/31/2023 |
RWJ | 77,770 | $3,180 | 12/31/2023 |
Fermata Advisors LLC | 70,102 | $3,001 | 03/31/2024 |
RWJ | 70,102 | $3,001 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 69,713 | $2,888 | 12/31/2023 |
RWJ | 69,713 | $2,888 | 12/31/2023 |
IFP Advisors Inc | 66,088 | $2,738 | 12/31/2023 |
RWJ | 66,088 | $2,738 | 12/31/2023 |
Harbour Investments Inc. | 64,720 | $2,681 | 12/31/2023 |
RWJ | 64,720 | $2,681 | 12/31/2023 |
Titleist Asset Management LLC | 64,101 | $2,656 | 12/31/2023 |
RWJ | 64,101 | $2,656 | 12/31/2023 |
Goldman Sachs Group Inc. | 60,000 | $2,486 | 12/31/2023 |
RWJ | 60,000 | $2,486 | 12/31/2023 |
Thoroughbred Financial Services LLC | 59,620 | $2,470 | 12/31/2023 |
RWJ | 59,620 | $2,470 | 12/31/2023 |
Arete Wealth Advisors LLC | 59,356 | $2,459 | 12/31/2023 |
RWJ | 59,356 | $2,459 | 12/31/2023 |
USAdvisors Wealth Management LLC | 57,718 | $2,391 | 12/31/2023 |
RWJ | 57,718 | $2,391 | 12/31/2023 |
IFG Advisory LLC | 56,799 | $2,353 | 12/31/2023 |
RWJ | 56,799 | $2,353 | 12/31/2023 |
James Investment Research Inc. | 56,778 | $2,352 | 12/31/2023 |
RWJ | 56,778 | $2,352 | 12/31/2023 |
Connectus Wealth LLC | 56,304 | $2,333 | 12/31/2023 |
RWJ | 56,304 | $2,333 | 12/31/2023 |
Royal Bank of Canada | 50,882 | $2,108 | 12/31/2023 |
RWJ | 50,882 | $2,108 | 12/31/2023 |
Susquehanna International Group LLP | $2,096 | 12/31/2023 | |
RWJ | 58,287 | $2,415 | 12/31/2023 |
Put | 7,700 | $319 | 12/31/2023 |
JPMorgan Chase & Co. | 50,153 | $2,078 | 12/31/2023 |
RWJ | 50,153 | $2,078 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 46,738 | $2,001 | 03/31/2024 |
RWJ | 46,738 | $2,001 | 03/31/2024 |
Truist Financial Corp | 45,617 | $1,890 | 12/31/2023 |
RWJ | 45,617 | $1,890 | 12/31/2023 |
Vicus Capital | 44,132 | $1,889 | 03/31/2024 |
RWJ | 44,132 | $1,889 | 03/31/2024 |
See All: Funds Holding RWJ
See Details: Top 10 Hedge Funds Holding RWJ
Also See: RWJ Holdings Changes
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