6/4/2024 | DekaBank Deutsche Girozentrale | 15,447 | $49.26M | 0.1% | +1.2% | 0.089% | |
5/30/2024 | Cambridge Trust Co. | 68 | $214K | 0.0% | -26.9% | 0.000% | |
5/28/2024 | Boston Partners | 382,169 | $1.20B | 1.4% | +1.7% | 2.207% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 20,675 | $65.16M | 0.6% | -6.8% | 0.119% | |
5/24/2024 | Cetera Advisors LLC | 2,201 | $6.94M | 0.1% | +9.8% | 0.013% | |
5/24/2024 | Cetera Investment Advisers | 5,803 | $18.29M | 0.0% | +311.3% | 0.034% | |
|
5/22/2024 | Burney Co. | 9,515 | $29.99M | 1.1% | -5.3% | 0.055% | |
5/21/2024 | Atria Investments Inc | 2,347 | $7.40M | 0.1% | +6.2% | 0.014% | |
5/21/2024 | Swedbank AB | 15,655 | $49.34M | 0.1% | N/A | 0.090% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 3,566 | $11.24M | 0.4% | +2.2% | 0.021% | |
5/21/2024 | Delphi Management Inc. MA | 412 | $1.30M | 1.0% | +9.0% | 0.002% | |
5/20/2024 | Virtu Financial LLC | 1,382 | $4.36M | 0.3% | N/A | 0.008% | |
5/20/2024 | Highlander Capital Management LLC | 500 | $1.58M | 0.5% | -15.3% | 0.003% | |
5/17/2024 | Citizens Financial Group Inc. RI | 427 | $1.35M | 0.0% | +1.2% | 0.002% | |
5/17/2024 | Plato Investment Management Ltd | 370 | $1.17M | 0.1% | +2,076.5% | 0.002% | |
5/17/2024 | Zimmer Partners LP | 3,200 | $10.09M | 0.2% | N/A | 0.018% | |
5/17/2024 | iA Global Asset Management Inc. | 7,943 | $25.03M | 0.3% | -0.7% | 0.046% | |
5/17/2024 | Comerica Bank | 5,251 | $16.55M | 0.1% | -8.4% | 0.030% | |
5/17/2024 | Hancock Whitney Corp | 4,790 | $15.10M | 0.5% | +2.0% | 0.028% | |
5/17/2024 | SkyView Investment Advisors LLC | 503 | $1.59M | 0.3% | +14.8% | 0.003% | |
5/17/2024 | Tidal Investments LLC | 1,132 | $3.59M | 0.1% | +5.7% | 0.007% | |
5/16/2024 | Redwood Investment Management LLC | 498 | $1.57M | 0.1% | -8.8% | 0.003% | |
5/16/2024 | California State Teachers Retirement System | 28,165 | $88.77M | 0.1% | -2.0% | 0.163% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 1,548 | $4.88M | 0.1% | +12.3% | 0.009% | |
5/16/2024 | Vancity Investment Management Ltd | 7,185 | $22.64M | 2.7% | +2.4% | 0.041% | |
5/16/2024 | Dynasty Wealth Management LLC | 507 | $1.60M | 0.1% | N/A | 0.003% | |
5/16/2024 | Jacobs Levy Equity Management Inc. | 455 | $1.43M | 0.0% | -99.2% | 0.003% | |
5/16/2024 | Janus Henderson Group PLC | 11,660 | $36.75M | 0.0% | -0.6% | 0.067% | |
5/16/2024 | Benchmark Investment Advisors LLC | 392 | $1.24M | 1.0% | N/A | 0.002% | |
5/16/2024 | Captrust Financial Advisors | 152,091 | $479.34M | 1.6% | +564.2% | 0.878% | |
5/16/2024 | Caxton Associates LP | 262 | $826K | 0.0% | N/A | 0.002% | |
5/16/2024 | Paloma Partners Management Co | 561 | $1.77M | 0.1% | +129.0% | 0.003% | |
5/15/2024 | Ascent Group LLC | 573 | $1.81M | 0.2% | -19.7% | 0.003% | |
5/15/2024 | SVB Wealth LLC | 266 | $838K | 0.0% | +2.7% | 0.002% | |
5/15/2024 | First Sabrepoint Capital Management LP | 3,000 | $9.46M | 2.5% | +5.3% | 0.017% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 268 | $845K | 0.1% | -3.2% | 0.002% | |
5/15/2024 | Public Employees Retirement System of Ohio | 8,572 | $27.02M | 0.1% | -9.5% | 0.049% | |
5/15/2024 | Public Employees Retirement Association of Colorado | 2,456 | $7.74M | 0.0% | -8.5% | 0.014% | |
5/15/2024 | Aristides Capital LLC | 400 | $1.26M | 0.5% | +100.0% | 0.002% | |
5/15/2024 | Kentucky Retirement Systems Insurance Trust Fund | 571 | $1.80M | 0.1% | -9.1% | 0.003% | |
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5/15/2024 | Kentucky Retirement Systems | 1,313 | $4.14M | 0.1% | -6.9% | 0.008% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 212,512 | $669.77M | 0.1% | -35.4% | 1.227% | |
5/15/2024 | BOKF NA | 844 | $2.67M | 0.0% | -1.4% | 0.005% | |
5/15/2024 | Beck Capital Management LLC | 348 | $1.10M | 0.3% | -2.2% | 0.002% | |
5/15/2024 | Hyperion Capital Advisors LP | 80 | $252K | 0.1% | N/A | 0.000% | |
5/15/2024 | Lazard Asset Management LLC | 1,440 | $4.54M | 0.0% | +456.0% | 0.008% | |
5/15/2024 | LRI Investments LLC | 36 | $107K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 43,597 | $137.40M | 0.1% | +431.2% | 0.252% | |
5/15/2024 | Quadrature Capital Ltd | 47,673 | $150.27M | 2.6% | +546.4% | 0.275% | |
5/15/2024 | Gabelli Funds LLC | 1,700 | $5.36M | 0.0% | +13.3% | 0.010% | |
5/14/2024 | Canada Pension Plan Investment Board | 79,413 | $250.28M | 0.3% | +11.9% | 0.459% | |
5/14/2024 | Toronto Dominion Bank | 10,106 | $31.85M | 0.0% | -14.8% | 0.058% | |
5/14/2024 | Napean Trading & Investment Co Singapore PTE Ltd | 728 | $2.29M | 0.6% | N/A | 0.004% | |
5/14/2024 | Advisors Asset Management Inc. | 505 | $1.59M | 0.0% | +46.8% | 0.003% | |
5/14/2024 | Axxcess Wealth Management LLC | 234 | $737K | 0.0% | -54.3% | 0.001% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 561 | $1.77M | 0.8% | N/A | 0.003% | |
5/14/2024 | Freestone Capital Holdings LLC | 977 | $3.08M | 0.1% | +6.5% | 0.006% | |
5/14/2024 | Delap Wealth Advisory LLC | 149 | $470K | 0.2% | +25.2% | 0.001% | |
5/14/2024 | Shell Asset Management Co. | 258 | $813K | 0.0% | -38.1% | 0.001% | |
5/14/2024 | Mattern Capital Management LLC | 86 | $271K | 0.0% | N/A | 0.000% | |
5/14/2024 | Crewe Advisors LLC | 75 | $236K | 0.0% | N/A | 0.000% | |
5/14/2024 | Boulder Hill Capital Management LP | 1,200 | $3.78M | 1.6% | N/A | 0.007% | |
5/14/2024 | Natixis Investment Managers International | 155 | $489K | 0.0% | -26.5% | 0.001% | |
5/14/2024 | Tiemann Investment Advisors LLC | 73 | $230K | 0.1% | N/A | 0.000% | |
5/14/2024 | Pitcairn Co. | 883 | $2.78M | 0.2% | -1.2% | 0.005% | |
5/14/2024 | Saturna Capital Corp | 40,616 | $128.01M | 1.8% | +0.7% | 0.235% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 22,897 | $72.25M | 0.1% | -19.7% | 0.132% | |
5/14/2024 | American International Group Inc. | 5,054 | $15.93M | 0.1% | -3.5% | 0.029% | |
5/14/2024 | National Bank of Canada FI | 9,930 | $29.57M | 0.0% | +7.3% | 0.057% | |
5/14/2024 | RB Capital Management LLC | 668 | $2.11M | 0.6% | +4.7% | 0.004% | |
5/14/2024 | Lake Street Advisors Group LLC | 257 | $810K | 0.0% | +31.8% | 0.001% | |
5/14/2024 | Burgundy Asset Management Ltd. | 21,408 | $67.47M | 0.7% | -0.5% | 0.124% | |
5/13/2024 | Bessemer Group Inc. | 117,891 | $371.55M | 0.7% | +106.7% | 0.681% | |
5/13/2024 | Delta Asset Management LLC TN | 398 | $1.25M | 0.1% | -1.2% | 0.002% | |
5/13/2024 | UniSuper Management Pty Ltd | 586 | $1.85M | 0.0% | +257.3% | 0.003% | |
5/13/2024 | Clearbridge Investments LLC | 6,147 | $19.37M | 0.0% | -0.5% | 0.035% | |
5/13/2024 | Seven Eight Capital LP | 92 | $290K | 0.0% | -40.3% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,075 | $12.84M | 0.1% | +4.2% | 0.024% | |
5/13/2024 | Ameritas Investment Partners Inc. | 755 | $2.38M | 0.1% | -1.2% | 0.004% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 683 | $2.15M | 0.2% | +1.5% | 0.004% | |
5/11/2024 | Davis R M Inc. | 65 | $205K | 0.0% | N/A | 0.000% | |
5/11/2024 | Covestor Ltd | 49 | $155K | 0.1% | -15.5% | 0.000% | |
5/11/2024 | Cynosure Group LLC | 102 | $321K | 0.1% | N/A | 0.001% | |
5/11/2024 | NFC Investments LLC | 6,209 | $19.57M | 5.6% | -0.7% | 0.036% | |
5/11/2024 | Edgestream Partners L.P. | 212 | $668K | 0.0% | +12.2% | 0.001% | |
5/10/2024 | Allstate Corp | 74 | $233K | 0.0% | N/A | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 4,733 | $14.92M | 0.0% | -42.1% | 0.027% | |
5/10/2024 | Acadian Asset Management LLC | 1,455 | $4.58M | 0.0% | -14.7% | 0.008% | |
5/10/2024 | TIAA Trust National Association | 264 | $829K | 0.0% | +1.9% | 0.002% | |
5/10/2024 | Vanguard Group Inc. | 1,730,422 | $5.45B | 0.1% | -0.9% | 9.991% | |
How’d you do in 2022 (Ad) 2022 was a rough year.
At their worst, the S&P 500 was down over 25% and the NASDAQ was down over 35%, and to make things even more interesting the Fed was seemingly raising interest rates every week! Get those kind of results during the Great Financial Crisis, without having to study more |
5/10/2024 | Spirepoint Private Client LLC | 101 | $318K | 0.0% | N/A | 0.001% | |
5/10/2024 | Intech Investment Management LLC | 4,787 | $15.09M | 0.2% | -68.6% | 0.028% | |
5/10/2024 | Garrison Asset Management LLC | 2,313 | $7.29M | 3.8% | -1.4% | 0.013% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 19,555 | $61.63M | 0.1% | -5.9% | 0.113% | |
5/10/2024 | Te Ahumairangi Investment Management Ltd | 1,238 | $3.90M | 0.7% | -14.4% | 0.007% | |
5/10/2024 | First Foundation Advisors | 50 | $158K | 0.0% | N/A | 0.000% | |
5/10/2024 | Banco Santander S.A. | 516 | $1.63M | 0.0% | -20.4% | 0.003% | |
5/10/2024 | Tocqueville Asset Management L.P. | 342 | $1.08M | 0.0% | -1.2% | 0.002% | |
5/10/2024 | Motco | 105 | $331K | 0.0% | N/A | 0.001% | |
5/10/2024 | Cumberland Partners Ltd | 575 | $1.81M | 0.1% | +53.3% | 0.003% | |