4/26/2024 | First National Trust Co | 39,844 | $297K | 0.0% | N/A | 0.073% | |
4/25/2024 | Triumph Capital Management | 20,178 | $146K | 0.1% | +15.0% | 0.037% | |
4/17/2024 | Merrion Investment Management Co LLC | 167,351 | $1.25M | 0.9% | -7.2% | 0.308% | |
3/5/2024 | Wellington Management Group LLP | 924,629 | $9.58M | 0.0% | -9.8% | 1.699% | |
2/14/2024 | Greenwich Investment Management Inc. | 229,365 | $2.38M | 1.8% | -7.5% | 0.424% | |
2/14/2024 | MGO One Seven LLC | 570,331 | $5.91M | 0.3% | +2,609.3% | 1.053% | |
|
2/12/2024 | Relative Value Partners Group LLC | 416,194 | $4.31M | 0.3% | +1.6% | 0.769% | |
2/12/2024 | Evoke Wealth LLC | 100,000 | $1.07M | 0.0% | -18.0% | 0.185% | |
2/9/2024 | AXS Investments LLC | 237,047 | $2.46M | 0.6% | -8.8% | 0.438% | |
2/9/2024 | Quest Partners LLC | 65,265 | $676K | 0.1% | N/A | 0.121% | |
2/7/2024 | Jump Financial LLC | 34,814 | $361K | 0.0% | -46.3% | 0.064% | |
2/7/2024 | Access Investment Management LLC | 119,390 | $1.24M | 0.5% | N/A | 0.221% | |
2/6/2024 | Swiss National Bank | 101,300 | $1.05M | 0.0% | -11.2% | 0.187% | |
2/5/2024 | Triumph Capital Management | 17,552 | $188K | 0.1% | -37.8% | 0.032% | |
2/5/2024 | Victory Capital Management Inc. | 150,425 | $1.56M | 0.0% | -1.6% | 0.278% | |
2/5/2024 | Van ECK Associates Corp | 386,179 | $4.00M | 0.0% | +0.3% | 0.713% | |
2/1/2024 | GAMMA Investing LLC | 3,064 | $29K | 0.0% | N/A | 0.006% | |
2/1/2024 | New York State Common Retirement Fund | 19,161 | $199K | 0.0% | +18.1% | 0.035% | |
2/1/2024 | Significant Wealth Partners LLC | 42,379 | $439K | 0.3% | N/A | 0.078% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 14,210 | $147K | 0.0% | -25.2% | 0.026% | |
1/29/2024 | Smith Graham & Co. Investment Advisors LP | 606,768 | $6.29M | 0.7% | -0.6% | 1.121% | |
1/26/2024 | Cerity Partners LLC | 20,224 | $210K | 0.0% | N/A | 0.037% | |
1/25/2024 | Nisa Investment Advisors LLC | 19,813 | $205K | 0.0% | -61.9% | 0.037% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 708,870 | $7.34M | 0.0% | -5.8% | 1.309% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 136,850 | $1.42M | 0.0% | +33.7% | 0.253% | |
1/16/2024 | Raymond James & Associates | 34,574 | $358K | 0.0% | -14.5% | 0.064% | |
1/12/2024 | SG Americas Securities LLC | 29,395 | $305K | 0.0% | +21.9% | 0.054% | |
1/12/2024 | Merrion Investment Management Co LLC | 180,351 | $1.87M | 1.5% | -1.1% | 0.333% | |
12/18/2023 | Vanguard Group Inc. | 2,631,769 | $25.05M | 0.0% | -4.2% | 4.861% | |
11/16/2023 | Greenwich Investment Management Inc. | 248,090 | $2.36M | 1.9% | -3.9% | 0.458% | |
11/16/2023 | Penserra Capital Management LLC | 51,638 | $491K | 0.0% | +14.4% | 0.095% | |
11/15/2023 | Advisors Asset Management Inc. | 146,848 | $1.40M | 0.0% | -1.1% | 0.271% | |
11/14/2023 | Samalin Investment Counsel LLC | 25,519 | $243K | 0.1% | +12.6% | 0.047% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 26,257 | $250K | 0.0% | N/A | 0.048% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 16,903 | $161K | 0.0% | +15.4% | 0.031% | |
11/13/2023 | Dark Forest Capital Management LP | 28,579 | $272K | 0.0% | N/A | 0.053% | |
11/13/2023 | Clearstead Advisors LLC | 21,260 | $202K | 0.0% | +9.7% | 0.039% | |
11/8/2023 | HighTower Advisors LLC | 53,157 | $507K | 0.0% | -4.1% | 0.098% | |
11/8/2023 | Van ECK Associates Corp | 384,960 | $3.67M | 0.0% | +5.5% | 0.711% | |
11/8/2023 | Janney Montgomery Scott LLC | 23,840 | $227K | 0.0% | -4.9% | 0.044% | |
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11/8/2023 | Swiss National Bank | 114,100 | $1.09M | 0.0% | -4.0% | 0.211% | |
11/7/2023 | Smith Graham & Co. Investment Advisors LP | 610,383 | $5.81M | 0.7% | -0.9% | 1.127% | |
11/7/2023 | Clearstead Advisors LLC | 21,260 | $202K | 0.0% | +9.7% | 0.039% | |
11/7/2023 | Barclays PLC | 18,312 | $174K | 0.0% | -9.3% | 0.034% | |
11/7/2023 | Jump Financial LLC | 64,846 | $617K | 0.0% | +36.4% | 0.120% | |
11/6/2023 | Victory Capital Management Inc. | 152,858 | $1.46M | 0.0% | -3.7% | 0.282% | |
11/3/2023 | MGO One Seven LLC | 21,051 | $200K | 0.0% | N/A | 0.039% | |
11/2/2023 | Nisa Investment Advisors LLC | 51,936 | $494K | 0.0% | +32.4% | 0.096% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 752,440 | $7.16M | 0.0% | -3.3% | 1.390% | |
10/25/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 18,996 | $181K | 0.0% | +47.5% | 0.035% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 102,359 | $974K | 0.0% | -2.8% | 0.189% | |
10/24/2023 | Raymond James & Associates | 40,455 | $385K | 0.0% | +9.7% | 0.075% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 110,664 | $1.05M | 0.0% | -1.6% | 0.204% | |
10/20/2023 | Merrion Investment Management Co LLC | 182,380 | $1.74M | 1.5% | -7.9% | 0.337% | |
10/13/2023 | SG Americas Securities LLC | 24,109 | $230K | 0.0% | N/A | 0.045% | |
10/13/2023 | Institute for Wealth Management LLC. | 21,815 | $208K | 0.0% | N/A | 0.040% | |
8/14/2023 | Graham Capital Management L.P. | 11,991 | $122K | 0.0% | N/A | 0.022% | |
8/11/2023 | Penserra Capital Management LLC | 45,119 | $457K | 0.0% | +31.0% | 0.083% | |
8/11/2023 | ExodusPoint Capital Management LP | 83,572 | $848K | 0.0% | N/A | 0.154% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 778,316 | $7.90M | 0.0% | -1.6% | 1.438% | |
8/10/2023 | Private Advisor Group LLC | 26,339 | $267K | 0.0% | +20.9% | 0.049% | |
8/4/2023 | Register Financial Advisors LLC | 10,483 | $106K | 0.1% | +27.6% | 0.019% | |
8/3/2023 | Triumph Capital Management | 28,327 | $297K | 0.1% | N/A | 0.052% | |
8/3/2023 | Samalin Investment Counsel LLC | 22,660 | $230K | 0.1% | +60.1% | 0.041% | |
8/3/2023 | Van ECK Associates Corp | 364,873 | $3.70M | 0.0% | +11.3% | 0.667% | |
8/3/2023 | BI Asset Management Fondsmaeglerselskab A S | 116,223 | $1.18M | 0.0% | +12.1% | 0.213% | |
8/1/2023 | Signaturefd LLC | 10,824 | $110K | 0.0% | +5,054.3% | 0.020% | |
7/31/2023 | LPL Financial LLC | 151,928 | $1.54M | 0.0% | +2.5% | 0.278% | |
7/31/2023 | Smith Graham & Co. Investment Advisors LP | 616,013 | $6.25M | 0.8% | +3.3% | 1.127% | |
7/27/2023 | Victory Capital Management Inc. | 158,678 | $1.61M | 0.0% | -1.1% | 0.290% | |
7/27/2023 | Horan Securities Inc. | 3,242 | $33K | 0.0% | N/A | 0.006% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 10,646 | $112K | 0.0% | N/A | 0.019% | |
7/26/2023 | Janney Montgomery Scott LLC | 25,070 | $254K | 0.0% | -9.8% | 0.046% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 105,359 | $1.07M | 0.0% | +10.1% | 0.193% | |
7/25/2023 | Raymond James & Associates | 36,875 | $374K | 0.0% | +12.6% | 0.067% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 5,088 | $52K | 0.0% | +40.3% | 0.009% | |
7/21/2023 | Creative Planning | 17,486 | $177K | 0.0% | N/A | 0.032% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 5,088 | $52K | 0.0% | +40.3% | 0.009% | |
7/17/2023 | Claybrook Capital LLC | 129,913 | $1.32M | 0.7% | +33.6% | 0.238% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 112,508 | $1.14M | 0.0% | +1.4% | 0.206% | |
7/11/2023 | Worth Asset Management LLC | 11,767 | $119K | 0.1% | N/A | 0.022% | |
6/28/2023 | Relative Value Partners Group LLC | 370,597 | $3.37M | 0.2% | +4.0% | 0.678% | |
5/22/2023 | Arete Wealth Advisors LLC | 558,035 | $5.07M | 0.3% | N/A | 1.021% | |
5/15/2023 | Relative Value Partners Group LLC | 370,597 | $3.37M | 0.2% | +4.0% | 0.678% | |
5/12/2023 | BI Asset Management Fondsmaeglerselskab A S | 103,708 | $943K | 0.0% | +59.9% | 0.190% | |
5/10/2023 | King Wealth | 52,950 | $481K | 0.1% | -58.0% | 0.097% | |
5/9/2023 | Smith Graham & Co. Investment Advisors LP | 596,448 | $5.42M | 0.7% | -0.3% | 1.091% | |
5/9/2023 | Samalin Investment Counsel LLC | 14,150 | $129K | 0.1% | N/A | 0.026% | |
5/9/2023 | Clearstead Advisors LLC | 19,384 | $176K | 0.0% | -39.5% | 0.035% | |
5/8/2023 | Evoke Wealth LLC | 122,000 | $1.11M | 0.0% | N/A | 0.223% | |
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5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 790,600 | $7.19M | 0.0% | -45.7% | 1.448% | |
5/3/2023 | Van ECK Associates Corp | 327,691 | $2.98M | 0.0% | +4.8% | 0.600% | |
5/3/2023 | CFO4Life Group LLC | 10,000 | $91K | 0.0% | N/A | 0.018% | |
5/2/2023 | Victory Capital Management Inc. | 160,413 | $1.46M | 0.0% | +3.5% | 0.294% | |
5/2/2023 | Nisa Investment Advisors LLC | 60,700 | $552K | 0.0% | +34.6% | 0.111% | |
5/1/2023 | Virtu Financial LLC | 10,137 | $92K | 0.0% | N/A | 0.019% | |
5/1/2023 | Arete Wealth Advisors LLC | 558,035 | $5.07T | 0.4% | N/A | 1.022% | |
5/1/2023 | CWM LLC | 6,822 | $62K | 0.0% | +37,800.0% | 0.012% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,700 | $49K | 0.0% | N/A | 0.010% | |
4/24/2023 | Penserra Capital Management LLC | 34,444 | $313K | 0.0% | +23.2% | 0.063% | |