5/11/2024 | Edgestream Partners L.P. | 6,505 | $234K | 0.0% | N/A | 0.005% | |
5/10/2024 | Vanguard Group Inc. | 5,267,594 | $189.84M | 0.0% | +5.6% | 3.993% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 25,695 | $926K | 0.0% | -35.7% | 0.019% | |
5/8/2024 | Heritage Wealth Advisors | 1,333 | $48K | 0.0% | +43.0% | 0.001% | |
5/8/2024 | ProShare Advisors LLC | 36,266 | $1.31M | 0.0% | +1.5% | 0.027% | |
5/8/2024 | Avantax Advisory Services Inc. | 27,631 | $996K | 0.0% | N/A | 0.021% | |
|
5/8/2024 | Russell Investments Group Ltd. | 129,146 | $4.66M | 0.0% | -14.5% | 0.098% | |
5/7/2024 | Sei Investments Co. | 49,424 | $1.78M | 0.0% | +22.1% | 0.037% | |
5/7/2024 | Redmond Asset Management LLC | 41,260 | $1.49M | 0.5% | +177.6% | 0.031% | |
5/7/2024 | Swiss National Bank | 236,477 | $8.52M | 0.0% | +0.6% | 0.179% | |
5/7/2024 | Avalon Trust Co | 171,973 | $6.20M | 0.5% | +3.6% | 0.130% | |
5/7/2024 | Karpas Strategies LLC | 75,972 | $2.74M | 0.9% | +0.8% | 0.058% | |
5/7/2024 | SG Americas Securities LLC | 15,716 | $566K | 0.0% | +27.9% | 0.012% | |
5/6/2024 | HBC Financial Services PLLC | 800 | $29K | 0.0% | N/A | 0.001% | |
5/3/2024 | Wulff Hansen & CO. | 13,621 | $491K | 0.5% | -2.5% | 0.010% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 3,576 | $129K | 0.0% | -50.0% | 0.003% | |
5/2/2024 | LDR Capital Management LLC | 67,004 | $2.42M | 1.6% | +73.4% | 0.051% | |
5/1/2024 | VAUGHAN & Co SECURITIES INC. | 18,526 | $668K | 0.4% | -8.8% | 0.014% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 42,506 | $1.53M | 0.0% | -22.6% | 0.032% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 6,728 | $242K | 0.0% | +20.1% | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 48,260 | $1.74M | 0.0% | +1.5% | 0.037% | |
4/29/2024 | Principal Financial Group Inc. | 2,636,599 | $95.02M | 0.1% | +6.2% | 1.999% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 9,556 | $344K | 0.0% | +6.0% | 0.007% | |
4/29/2024 | Harbor Advisory Corp MA | 28,258 | $1.02M | 0.3% | -8.1% | 0.021% | |
4/25/2024 | Carmel Capital Partners LLC | 29,270 | $1.06M | 0.4% | +3.6% | 0.022% | |
4/22/2024 | Raymond James & Associates | 213,960 | $7.71M | 0.0% | +4.8% | 0.162% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 6,728 | $242K | 0.0% | +20.1% | 0.005% | |
4/16/2024 | Addenda Capital Inc. | 6,300 | $227K | 0.0% | N/A | 0.005% | |
4/13/2024 | Quad Cities Investment Group LLC | 8,617 | $311K | 0.2% | -33.9% | 0.007% | |
4/11/2024 | Paragon Capital Management Ltd | 127,388 | $4.59M | 0.8% | +10.8% | 0.097% | |
4/11/2024 | CHURCHILL MANAGEMENT Corp | 270,735 | $9.76M | 0.1% | -2.9% | 0.205% | |
4/10/2024 | Lantz Financial LLC | 42,729 | $1.54M | 0.5% | +1.5% | 0.032% | |
4/10/2024 | MADDEN SECURITIES Corp | 52,327 | $1.89M | 0.9% | +2.1% | 0.040% | |
4/1/2024 | Confluence Investment Management LLC | 2,489,171 | $89.71M | 1.2% | N/A | 1.887% | |
3/22/2024 | PNC Financial Services Group Inc. | 12,455 | $439K | 0.0% | +10.4% | 0.009% | |
3/11/2024 | Vanguard Group Inc. | 4,987,918 | $175.97M | 0.0% | +2.0% | 3.782% | |
3/1/2024 | Creekmur Asset Management LLC | 9,268 | $327K | 0.1% | N/A | 0.007% | |
3/1/2024 | Goldman Sachs Group Inc. | 553,314 | $19.52M | 0.0% | -22.3% | 0.420% | |
2/23/2024 | Chicago Partners Investment Group LLC | 75,987 | $2.64M | 0.1% | -2.3% | 0.058% | |
2/15/2024 | Forest Hill Capital LLC | 15,600 | $550K | 0.3% | +30.0% | 0.012% | |
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2/14/2024 | Personal CFO Solutions LLC | 8,461 | $299K | 0.1% | +8.5% | 0.006% | |
2/13/2024 | Epoch Investment Partners Inc. | 2,113,151 | $74.55M | 0.3% | +67.6% | 1.602% | |
2/13/2024 | American Assets Investment Management LLC | 6,048 | $213K | 0.0% | N/A | 0.005% | |
2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 21,881 | $772K | 0.1% | N/A | 0.017% | |
2/13/2024 | Gabelli Funds LLC | 22,876 | $807K | 0.0% | N/A | 0.017% | |
2/13/2024 | 1832 Asset Management L.P. | 22,176 | $782K | 0.0% | -12.3% | 0.017% | |
2/13/2024 | Capital World Investors | 8,850 | $312K | 0.0% | N/A | 0.007% | |
2/13/2024 | Capital Research Global Investors | 120,000 | $4.23M | 0.0% | -91.5% | 0.091% | |
2/13/2024 | Lake Street Advisors Group LLC | 296,061 | $10.45M | 0.7% | +4.5% | 0.225% | |
2/13/2024 | Burgundy Asset Management Ltd. | 37,457 | $1.32M | 0.0% | +90.0% | 0.028% | |
2/13/2024 | Timelo Investment Management Inc. | 13,000 | $459K | 0.4% | N/A | 0.010% | |
2/13/2024 | CIBC Private Wealth Group LLC | 1,461,391 | $51.56M | 0.1% | +3.3% | 1.108% | |
2/13/2024 | Belpointe Asset Management LLC | 7,413 | $262K | 0.0% | +19.3% | 0.006% | |
2/13/2024 | CIBC Asset Management Inc | 190,732 | $6.75M | 0.0% | +20.4% | 0.145% | |
2/12/2024 | Redmond Asset Management LLC | 14,862 | $524K | 0.2% | +86.9% | 0.011% | |
2/12/2024 | Bank of Nova Scotia | 201,613 | $7.11M | 0.0% | +29.4% | 0.153% | |
2/12/2024 | Scotia Capital Inc. | 1,156,263 | $40.68M | 0.3% | +27.4% | 0.877% | |
2/12/2024 | Bank of Nova Scotia Trust Co. | 20,596 | $727K | 0.1% | -44.9% | 0.016% | |
2/12/2024 | TFO Wealth Partners LLC | 7,077 | $250K | 0.0% | N/A | 0.005% | |
2/12/2024 | TD Asset Management Inc | 1,254,936 | $44.38M | 0.0% | +118.9% | 0.952% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 22,907 | $808K | 0.0% | -1.9% | 0.017% | |
2/12/2024 | Wulff Hansen & CO. | 13,974 | $493K | 0.5% | -4.0% | 0.011% | |
2/12/2024 | Heritage Wealth Advisors | 932 | $33K | 0.0% | N/A | 0.001% | |
2/12/2024 | Hilltop Holdings Inc. | 7,803 | $275K | 0.0% | N/A | 0.006% | |
2/12/2024 | Hsbc Holdings PLC | 41,707 | $1.47M | 0.0% | +379.6% | 0.032% | |
2/9/2024 | Advisory Services Network LLC | 19,962 | $704K | 0.0% | +19.9% | 0.015% | |
2/9/2024 | Weil Company Inc. | 43,053 | $1.52M | 0.7% | +19.9% | 0.033% | |
2/9/2024 | EverSource Wealth Advisors LLC | 4,310 | $152K | 0.0% | +1,022.4% | 0.003% | |
2/9/2024 | Franklin Resources Inc. | 22,347 | $788K | 0.0% | -10.4% | 0.017% | |
2/9/2024 | GW&K Investment Management LLC | 4,341 | $153K | 0.0% | -99.6% | 0.003% | |
2/9/2024 | Trexquant Investment LP | 12,782 | $451K | 0.0% | N/A | 0.010% | |
2/9/2024 | Corient Private Wealth LLC | 13,811 | $487K | 0.0% | -78.5% | 0.010% | |
2/9/2024 | D.A. Davidson & CO. | 41,011 | $1.45M | 0.0% | +7.4% | 0.031% | |
2/9/2024 | Wells Fargo & Company MN | 733,091 | $25.86M | 0.0% | +22.2% | 0.556% | |
2/9/2024 | UBS Group AG | 186,051 | $6.56M | 0.0% | +277.3% | 0.141% | |
2/9/2024 | PNC Financial Services Group Inc. | 12,455 | $439K | 0.0% | +10.4% | 0.009% | |
2/9/2024 | Norges Bank | 1,503,940 | $53.06M | 0.0% | N/A | 1.140% | |
2/8/2024 | Brown Advisory Inc. | 2,272,500 | $80.17M | 0.1% | +6.9% | 1.723% | |
2/8/2024 | Beacon Pointe Advisors LLC | 16,767 | $592K | 0.0% | -7.1% | 0.013% | |
2/8/2024 | Guardian Capital Advisors LP | 6,294 | $230K | 0.0% | -10.1% | 0.005% | |
2/8/2024 | Guardian Capital LP | 271,935 | $9.64M | 0.3% | -18.6% | 0.206% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 18,605 | $656K | 0.0% | +186.5% | 0.014% | |
2/7/2024 | Gratus Capital LLC | 410,822 | $14.49M | 0.8% | N/A | 0.312% | |
2/7/2024 | Principal Financial Group Inc. | 2,482,207 | $87.57M | 0.1% | +21.9% | 1.882% | |
2/7/2024 | Dimensional Fund Advisors LP | 3,617,613 | $127.63M | 0.0% | +2,147.1% | 2.743% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,866 | $207K | 0.0% | +600.8% | 0.004% | |
2/7/2024 | Principal Securities Inc. | 11,826 | $417K | 0.0% | N/A | 0.009% | |
2/7/2024 | Karpas Strategies LLC | 75,374 | $2.66M | 0.9% | +81.2% | 0.057% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 277,097 | $9.78M | 0.0% | +21.5% | 0.210% | |
2/6/2024 | Maryland State Retirement & Pension System | 142,271 | $5.02M | 0.1% | -0.5% | 0.108% | |
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2/6/2024 | Private Advisor Group LLC | 5,718 | $202K | 0.0% | N/A | 0.004% | |
2/6/2024 | Summit Trail Advisors LLC | 7,947 | $280K | 0.0% | N/A | 0.006% | |
2/6/2024 | National Bank of Canada FI | 1,197,519 | $42.16M | 0.1% | +13.9% | 0.908% | |
2/6/2024 | Avalon Trust Co | 166,067 | $5.86M | 0.5% | +6.4% | 0.126% | |
2/6/2024 | First National Trust Co | 7,645 | $270K | 0.0% | N/A | 0.006% | |
2/6/2024 | NewGen Asset Management Ltd | 606,700 | $21.40M | 11.0% | N/A | 0.460% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 9,012 | $318K | 0.0% | +3,996.4% | 0.007% | |
2/6/2024 | SRS Capital Advisors Inc. | 1,021 | $36K | 0.0% | +413.1% | 0.001% | |
2/6/2024 | Los Angeles Capital Management LLC | 38,923 | $1.38M | 0.0% | +68.1% | 0.030% | |
2/6/2024 | Natixis Advisors L.P. | 54,368 | $1.92M | 0.0% | +77.7% | 0.041% | |