5/17/2024 | Comerica Bank | 8,028 | $134K | 0.0% | -8.5% | 0.007% | |
5/15/2024 | Alpine Global Management LLC | 151,000 | $2.52M | 0.6% | +11.9% | 0.141% | |
5/14/2024 | Advisors Asset Management Inc. | 189,291 | $3.15M | 0.1% | +9.1% | 0.176% | |
5/14/2024 | Karpus Management Inc. | 12,150 | $202K | 0.0% | -54.3% | 0.011% | |
5/11/2024 | Ironsides Asset Advisors LLC | 29,133 | $485K | 0.2% | +14.1% | 0.027% | |
5/9/2024 | Private Management Group Inc. | 147,495 | $2.46M | 0.1% | -2.1% | 0.137% | |
|
5/9/2024 | Camelot Portfolios LLC | 23,500 | $392K | 0.4% | -4.1% | 0.022% | |
5/7/2024 | Oppenheimer & Co. Inc. | 29,180 | $486K | 0.0% | +18.6% | 0.027% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,011 | $300K | 0.0% | -11.3% | 0.017% | |
4/30/2024 | Consolidated Portfolio Review Corp | 85,868 | $1.43M | 0.4% | -4.2% | 0.079% | |
4/30/2024 | Fountainhead AM LLC | 47,570 | $793K | 0.2% | +2.0% | 0.044% | |
4/29/2024 | Commonwealth Equity Services LLC | 227,639 | $3.79M | 0.0% | +0.9% | 0.211% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 127,800 | $2.13M | 0.0% | -0.8% | 0.118% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 100,663 | $1.68M | 0.4% | +258.7% | 0.093% | |
4/22/2024 | PFG Investments LLC | 79,479 | $1.32M | 0.1% | N/A | 0.073% | |
4/22/2024 | Raymond James & Associates | 592,640 | $9.87M | 0.0% | -28.9% | 0.548% | |
4/18/2024 | Claro Advisors LLC | 15,802 | $263K | 0.0% | -10.9% | 0.015% | |
4/16/2024 | Calton & Associates Inc. | 25,310 | $422K | 0.2% | -3.3% | 0.023% | |
4/15/2024 | Eagle Rock Investment Company LLC | 17,902 | $298K | 0.1% | N/A | 0.017% | |
2/26/2024 | Virtu Financial LLC | 21,039 | $315K | 0.0% | N/A | 0.019% | |
2/15/2024 | Cohen & Steers Inc. | 797,567 | $11.92M | 0.0% | -1.2% | 0.738% | |
2/13/2024 | Karpus Management Inc. | 26,600 | $398K | 0.0% | +19.6% | 0.025% | |
2/13/2024 | 1607 Capital Partners LLC | 187,328 | $2.80M | 0.2% | -12.5% | 0.173% | |
2/12/2024 | Relative Value Partners Group LLC | 124,850 | $1.87M | 0.1% | -0.7% | 0.115% | |
2/12/2024 | Stifel Financial Corp | 488,792 | $7.31M | 0.0% | +30.3% | 0.452% | |
2/9/2024 | Wells Fargo & Company MN | 495,095 | $7.40M | 0.0% | +0.9% | 0.458% | |
2/9/2024 | UBS Group AG | 1,543,167 | $23.07M | 0.0% | +8.2% | 1.427% | |
2/7/2024 | Calton & Associates Inc. | 26,167 | $391K | 0.2% | N/A | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 11,851 | $177K | 0.0% | N/A | 0.011% | |
2/5/2024 | Transcend Capital Advisors LLC | 55,372 | $828K | 0.1% | +7.6% | 0.051% | |
2/2/2024 | Bfsg LLC | 2,741 | $41K | 0.0% | N/A | 0.003% | |
2/2/2024 | Fountainhead AM LLC | 46,649 | $697K | 0.2% | +41.9% | 0.043% | |
2/2/2024 | Private Management Group Inc. | 150,655 | $2.25M | 0.1% | -1.9% | 0.139% | |
2/1/2024 | Wolverine Asset Management LLC | 119,919 | $1.79M | 0.0% | N/A | 0.111% | |
2/1/2024 | CWM LLC | 4,155 | $62K | 0.0% | N/A | 0.004% | |
1/30/2024 | Mathes Company Inc. | 95,750 | $1.43M | 0.6% | -5.9% | 0.089% | |
1/29/2024 | Consolidated Portfolio Review Corp | 89,622 | $1.34M | 0.3% | +2.3% | 0.083% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,065 | $420K | 0.1% | +367.8% | 0.026% | |
1/23/2024 | Camelot Portfolios LLC | 24,500 | $366K | 0.2% | +4.3% | 0.023% | |
1/22/2024 | Claro Advisors LLC | 17,736 | $265K | 0.1% | +9.9% | 0.016% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,218 | $272K | 0.0% | -27.3% | 0.017% | |
1/16/2024 | Raymond James & Associates | 833,389 | $12.46M | 0.0% | -21.0% | 0.771% | |
1/12/2024 | Advisor Resource Council | 104,590 | $1.56M | 0.2% | N/A | 0.097% | |
1/11/2024 | Amplius Wealth Advisors LLC | 35,824 | $536K | 0.1% | -2.7% | 0.033% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 1,650 | $25K | 0.0% | N/A | 0.002% | |
11/15/2023 | Advisors Asset Management Inc. | 161,247 | $2.34M | 0.1% | -2.0% | 0.149% | |
11/14/2023 | Saba Capital Management L.P. | 10,259,217 | $148.66M | 3.6% | +17.2% | 9.487% | |
11/14/2023 | Alpine Global Management LLC | 74,854 | $1.09M | 0.3% | +26.3% | 0.069% | |
11/14/2023 | Clough Capital Partners L P | 264,930 | $3.84M | 0.4% | -46.5% | 0.245% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 131,719 | $1.91M | 0.7% | -21.3% | 0.122% | |
11/13/2023 | Consolidated Portfolio Review Corp | 87,605 | $1.27M | 0.3% | -9.1% | 0.081% | |
11/13/2023 | Stifel Financial Corp | 375,164 | $5.44M | 0.0% | +19.3% | 0.347% | |
11/9/2023 | UBS Group AG | 1,426,529 | $20.67M | 0.0% | -0.3% | 1.319% | |
11/8/2023 | D.A. Davidson & CO. | 10,825 | $157K | 0.0% | -33.7% | 0.010% | |
11/8/2023 | Janney Montgomery Scott LLC | 20,734 | $300K | 0.0% | -7.4% | 0.019% | |
11/8/2023 | Oppenheimer & Co. Inc. | 21,223 | $308K | 0.0% | -8.7% | 0.020% | |
11/7/2023 | Atlas Wealth LLC | 542,642 | $7.86M | 1.5% | -1.1% | 0.502% | |
11/6/2023 | Childress Capital Advisors LLC | 13,100 | $190K | 0.1% | N/A | 0.012% | |
11/4/2023 | NBC Securities Inc. | 5,252 | $76K | 0.0% | N/A | 0.005% | |
11/1/2023 | Ironsides Asset Advisors LLC | 25,527 | $370K | 0.2% | +9.2% | 0.024% | |
11/1/2023 | Fountainhead AM LLC | 32,883 | $476K | 0.2% | N/A | 0.030% | |
10/30/2023 | Private Management Group Inc. | 153,516 | $2.22M | 0.1% | -0.6% | 0.142% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 6,000 | $87K | 0.0% | N/A | 0.006% | |
10/27/2023 | Carmel Capital Partners LLC | 7,500 | $109K | 0.0% | N/A | 0.007% | |
10/26/2023 | Advisor Partners II LLC | 549,792 | $7.97M | 0.3% | N/A | 0.508% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 25,074 | $363K | 0.0% | +6.8% | 0.023% | |
10/24/2023 | Raymond James & Associates | 1,054,494 | $15.28M | 0.0% | -2.1% | 0.975% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 128,956 | $1.87M | 0.0% | +6.0% | 0.119% | |
10/20/2023 | Camelot Portfolios LLC | 23,500 | $341K | 0.3% | -11.3% | 0.022% | |
10/17/2023 | Amplius Wealth Advisors LLC | 36,821 | $534K | 0.1% | -11.8% | 0.034% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 167,450 | $2.55M | 1.0% | -52.7% | 0.155% | |
8/15/2023 | Quarry LP | 28,600 | $436K | 0.1% | N/A | 0.026% | |
8/15/2023 | Rivernorth Capital Management LLC | 5,474,800 | $83.49M | 4.2% | -0.4% | 5.063% | |
8/15/2023 | Ironsides Asset Advisors LLC | 23,366 | $354K | 0.2% | +19.1% | 0.022% | |
8/15/2023 | Cohen & Steers Inc. | 790,567 | $12.06M | 0.0% | +7.0% | 0.731% | |
8/11/2023 | D.A. Davidson & CO. | 16,325 | $249K | 0.0% | +46.7% | 0.015% | |
8/11/2023 | Penserra Capital Management LLC | 358,767 | $5.47M | 0.1% | +6.6% | 0.332% | |
8/10/2023 | Commonwealth Equity Services LLC | 211,557 | $3.23M | 0.0% | -1.1% | 0.196% | |
8/3/2023 | Oppenheimer & Co. Inc. | 23,242 | $354K | 0.0% | +95.9% | 0.021% | |
7/31/2023 | LPL Financial LLC | 132,320 | $2.02M | 0.0% | +23.2% | 0.122% | |
7/26/2023 | Amplius Wealth Advisors LLC | 41,737 | $636K | 0.1% | -74.0% | 0.039% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,485 | $358K | 0.0% | +5.0% | 0.022% | |
7/25/2023 | Raymond James & Associates | 1,076,581 | $16.42M | 0.0% | +2.0% | 0.996% | |
7/25/2023 | Mathes Company Inc. | 101,250 | $1.54M | 0.7% | N/A | 0.094% | |
7/18/2023 | Virtue Capital Management LLC | 25,000 | $384K | 0.1% | N/A | 0.023% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 16,957 | $259K | 0.0% | -74.6% | 0.016% | |
7/14/2023 | Ronald Blue Trust Inc. | 3,028 | $46K | 0.0% | N/A | 0.003% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 121,684 | $1.86M | 0.0% | -5.3% | 0.113% | |
6/28/2023 | Relative Value Partners Group LLC | 411,764 | $6.23M | 0.4% | -17.3% | 0.381% | |
5/15/2023 | Clough Capital Partners L P | 482,030 | $7.30M | 0.8% | +17.9% | 0.428% | |
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5/15/2023 | Relative Value Partners Group LLC | 411,764 | $6.23M | 0.4% | -17.3% | 0.366% | |
5/11/2023 | Consolidated Portfolio Review Corp | 103,797 | $1.57M | 0.4% | N/A | 0.092% | |
5/11/2023 | Karpus Management Inc. | 22,425 | $340K | 0.0% | -47.4% | 0.020% | |
5/11/2023 | Insigneo Advisory Services LLC | 16,304 | $271K | 0.1% | +9.5% | 0.014% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 128,536 | $1.95M | 0.0% | +4.2% | 0.114% | |
5/11/2023 | Commonwealth Equity Services LLC | 213,924 | $3.24M | 0.0% | +43.4% | 0.190% | |
5/9/2023 | Atlas Wealth LLC | 550,525 | $8.34M | 1.6% | -3.6% | 0.489% | |
5/8/2023 | Private Management Group Inc. | 151,749 | $2.30M | 0.1% | +12.5% | 0.135% | |
5/3/2023 | Raymond James Trust N.A. | 28,993 | $439K | 0.0% | +7.4% | 0.026% | |
4/28/2023 | Janney Montgomery Scott LLC | 22,362 | $339K | 0.0% | +7.3% | 0.020% | |