5/22/2024 | Burney Co. | 1,891 | $243K | 0.0% | N/A | 0.000% | |
5/22/2024 | First City Capital Management Inc. | 1,610 | $207K | 0.1% | N/A | 0.000% | |
5/21/2024 | Atria Investments Inc | 180,137 | $23.13M | 0.3% | +0.9% | 0.004% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 7,821 | $1.00M | 0.0% | -11.5% | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 2,339 | $300K | 0.0% | +13.5% | 0.000% | |
5/20/2024 | Cim LLC | 222,285 | $28.54M | 4.3% | -2.3% | 0.005% | |
|
5/17/2024 | Citizens Financial Group Inc. RI | 13,904 | $1.79M | 0.1% | +1.5% | 0.000% | |
5/17/2024 | Advisory Resource Group | 7,317 | $940K | 0.2% | +12.7% | 0.000% | |
5/17/2024 | Kozak & Associates Inc. | 480 | $64K | 0.0% | -45.8% | 0.000% | |
5/17/2024 | iA Global Asset Management Inc. | 19,423 | $2.49M | 0.0% | -39.1% | 0.000% | |
5/17/2024 | KLCM Advisors Inc. | 1,721 | $221K | 0.0% | N/A | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 2,374 | $305K | 0.1% | +15.5% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 6,224 | $799K | 0.0% | -9.2% | 0.000% | |
5/17/2024 | SkyView Investment Advisors LLC | 14,076 | $1.81M | 0.3% | N/A | 0.000% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 19,841 | $2.55M | 0.5% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 4,146 | $532K | 0.0% | +13.1% | 0.000% | |
5/17/2024 | Creekmur Asset Management LLC | 917 | $118K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 53,996 | $6.93M | 0.2% | +6.3% | 0.001% | |
5/16/2024 | Dynasty Wealth Management LLC | 11,240 | $1.44M | 0.0% | N/A | 0.000% | |
5/16/2024 | Oxford Wealth Group LLC | 12,210 | $1.57M | 1.4% | N/A | 0.000% | |
5/16/2024 | Icon Wealth Advisors LLC | 29,667 | $3.81M | 0.4% | -0.3% | 0.001% | |
5/16/2024 | Iron Gate Global Advisors LLC | 2,410 | $307K | 0.1% | +9.7% | 0.000% | |
5/16/2024 | Janus Henderson Group PLC | 1,317,710 | $169.19M | 0.1% | -16.0% | 0.029% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 134,060 | $17.21M | 0.1% | +9.0% | 0.003% | |
5/16/2024 | Captrust Financial Advisors | 149,826 | $19.24M | 0.1% | +3.4% | 0.003% | |
5/15/2024 | Ascent Group LLC | 19,199 | $2.47M | 0.2% | +4.3% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 20,249 | $2.60M | 0.1% | -23.8% | 0.000% | |
5/15/2024 | Flow Traders U.S. LLC | 26,291 | $3.38M | 0.2% | +6.4% | 0.001% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 62,618 | $8.04M | 0.6% | +1.4% | 0.001% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 1,681 | $216K | 0.2% | N/A | 0.000% | |
5/15/2024 | Morse Asset Management Inc | 28,695 | $3.68M | 0.9% | +18.1% | 0.001% | |
5/15/2024 | Bamco Inc. NY | 52,177 | $6.70M | 0.0% | -5.6% | 0.001% | |
5/15/2024 | CoreFirst Bank & Trust | 4,826 | $620K | 0.4% | -9.9% | 0.000% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 8,589,222 | $1.10B | 0.1% | +10.6% | 0.191% | |
5/15/2024 | BOKF NA | 7,792 | $994K | 0.0% | +31.6% | 0.000% | |
5/15/2024 | Kestra Advisory Services LLC | 124,616 | $16.01M | 0.1% | +23.4% | 0.003% | |
5/15/2024 | Beck Capital Management LLC | 12,613 | $1.62M | 0.5% | N/A | 0.000% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 3,704 | $476K | 0.0% | +47.9% | 0.000% | |
5/15/2024 | Magnetar Financial LLC | 171,021 | $21.96M | 0.5% | N/A | 0.004% | |
5/15/2024 | Lazard Asset Management LLC | 1,237,886 | $158.94M | 0.2% | -15.2% | 0.028% | |
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5/15/2024 | GUARDCAP ASSET MANAGEMENT Ltd | 20,854 | $2.68M | 0.0% | -41.7% | 0.000% | |
5/15/2024 | Bank of Nova Scotia Trust Co. | 2,075 | $266K | 0.0% | -39.5% | 0.000% | |
5/15/2024 | Epoch Investment Partners Inc. | 13,518 | $1.74M | 0.0% | -8.4% | 0.000% | |
5/15/2024 | LRI Investments LLC | 6,277 | $831K | 0.1% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 2,373,029 | $304.70M | 0.2% | +7.8% | 0.053% | |
5/15/2024 | Guardian Capital Advisors LP | 140,162 | $17.45M | 1.9% | -7.5% | 0.003% | |
5/15/2024 | Huber Capital Management LLC | 2,978 | $382K | 0.1% | +36.7% | 0.000% | |
5/15/2024 | Cloverfields Capital Group LP | 26,510 | $3.40M | 1.1% | +1.1% | 0.001% | |
5/15/2024 | Senator Investment Group LP | 150,000 | $19.26M | 0.9% | +1,400.0% | 0.003% | |
5/14/2024 | Guardian Capital LP | 211,233 | $27.12M | 0.9% | +19.8% | 0.005% | |
5/14/2024 | Capital World Investors | 3,928,422 | $504.41M | 0.1% | -1.1% | 0.088% | |
5/14/2024 | Capital Research Global Investors | 47,233 | $6.07M | 0.0% | +38.7% | 0.001% | |
5/14/2024 | Capital International Sarl | 27,066 | $3.48M | 0.1% | +7.3% | 0.001% | |
5/14/2024 | Toronto Dominion Bank | 36,578 | $4.70M | 0.0% | -19.8% | 0.001% | |
5/14/2024 | Capital International Inc. CA | 45,444 | $5.84M | 0.1% | +12.2% | 0.001% | |
5/14/2024 | Capital International Investors | 7,085,333 | $909.76M | 0.2% | -0.4% | 0.158% | |
5/14/2024 | Capital Group Private Client Services Inc. | 334,077 | $42.90M | 0.4% | -34.3% | 0.007% | |
5/14/2024 | Stamos Capital Partners L.P. | 3,880 | $498K | 0.1% | -23.5% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 68,100 | $8.74M | 0.2% | +33.4% | 0.002% | |
5/14/2024 | Axxcess Wealth Management LLC | 23,881 | $3.07M | 0.1% | -23.0% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 47,862 | $6.15M | 0.1% | +4.2% | 0.001% | |
5/14/2024 | OLD Mission Capital LLC | 41,209 | $5.29M | 0.1% | N/A | 0.001% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 17,867 | $2.29M | 1.1% | N/A | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 34,346 | $4.41M | 0.2% | -1.8% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 17,558 | $2.25M | 0.1% | +223.6% | 0.000% | |
5/14/2024 | Vident Advisory LLC | 31,522 | $4.05M | 0.1% | +4.2% | 0.001% | |
5/14/2024 | Fayez Sarofim & Co | 11,815,837 | $1.52B | 4.5% | +0.0% | 0.263% | |
5/14/2024 | MayTech Global Investments LLC | 219,242 | $28.15M | 4.6% | +1.2% | 0.005% | |
5/14/2024 | Northwest Wealth Management LLC | 1,797 | $231K | 0.1% | N/A | 0.000% | |
5/14/2024 | Crewe Advisors LLC | 393 | $50K | 0.0% | N/A | 0.000% | |
5/14/2024 | Natixis | 5,903 | $758K | 0.0% | +748.1% | 0.000% | |
5/14/2024 | InterOcean Capital Group LLC | 3,874 | $497K | 0.0% | -4.1% | 0.000% | |
5/14/2024 | GQG Partners LLC | 3,633,064 | $466.49M | 0.8% | +654.6% | 0.081% | |
5/14/2024 | Pitcairn Co. | 14,916 | $1.92M | 0.1% | N/A | 0.000% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 16,234 | $2.08M | 0.0% | -67.3% | 0.000% | |
5/14/2024 | Puzo Michael J | 5,100 | $655K | 0.2% | -10.5% | 0.000% | |
5/14/2024 | Saturna Capital Corp | 2,139,691 | $274.74M | 3.8% | +0.6% | 0.048% | |
5/14/2024 | Round Hill Asset Management | 59,104 | $7.59M | 4.6% | -4.2% | 0.001% | |
5/14/2024 | Vaughan David Investments LLC IL | 1,766 | $227K | 0.0% | N/A | 0.000% | |
5/14/2024 | RB Capital Management LLC | 17,164 | $2.20M | 0.6% | +25.9% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 25,068 | $3.24M | 0.2% | +126.9% | 0.001% | |
5/14/2024 | Arjuna Capital | 53,400 | $6.86M | 1.9% | +25.0% | 0.001% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 23,177 | $2.98M | 0.8% | -90.9% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 73,344 | $9.42M | 0.0% | -9.5% | 0.002% | |
5/13/2024 | Thornburg Investment Management Inc. | 761,713 | $97.79M | 1.4% | -11.2% | 0.017% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,962 | $509K | 0.2% | N/A | 0.000% | |
5/13/2024 | Clearbridge Investments LLC | 2,226,817 | $285.92M | 0.2% | -3.8% | 0.050% | |
5/13/2024 | Seven Eight Capital LP | 34,296 | $4.40M | 0.5% | -48.5% | 0.001% | |
5/13/2024 | Texas Capital Bancshares Inc TX | 2,771 | $356K | 0.2% | -28.3% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 238,151 | $30.58M | 0.3% | +12.7% | 0.005% | |
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5/13/2024 | PAX Financial Group LLC | 6,642 | $853K | 0.2% | -7.9% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 38,759 | $4.98M | 0.5% | +20.5% | 0.001% | |
5/11/2024 | Davis R M Inc. | 1,563 | $201K | 0.0% | N/A | 0.000% | |
5/11/2024 | Resurgent Financial Advisors LLC | 1,587 | $204K | 0.1% | +184.4% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 16,394 | $2.11M | 0.2% | +4.7% | 0.000% | |
5/11/2024 | Cynosure Group LLC | 7,425 | $953K | 0.2% | +9.2% | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 200 | $26K | 0.0% | N/A | 0.000% | |
5/11/2024 | NWK Group Inc. | 57,386 | $7.37M | 3.5% | +2.2% | 0.001% | |
5/11/2024 | Continental Investors Services Inc. | 2,164 | $276K | 0.7% | +5.0% | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 14,894 | $1.91M | 0.4% | +7.0% | 0.000% | |