4/24/2024 | Blue Bell Private Wealth Management LLC | 49,285 | $583K | 0.1% | +106.7% | 0.132% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 30,513 | $361K | 0.0% | -78.5% | 0.082% | |
3/22/2024 | PNC Financial Services Group Inc. | 193,508 | $2.24M | 0.0% | -1.4% | 0.520% | |
2/22/2024 | Napa Wealth Management | 19,284 | $223K | 0.1% | N/A | 0.052% | |
2/13/2024 | Karpus Management Inc. | 19,098 | $221K | 0.0% | -88.8% | 0.051% | |
2/9/2024 | Journey Strategic Wealth LLC | 13,616 | $158K | 0.0% | -56.9% | 0.037% | |
|
2/9/2024 | PNC Financial Services Group Inc. | 193,508 | $2.24M | 0.0% | -1.4% | 0.520% | |
2/8/2024 | Robinson Capital Management LLC | 139,994 | $1.62M | 0.6% | +80.8% | 0.376% | |
2/8/2024 | Matisse Capital | 59,994 | $695K | 0.4% | +73.0% | 0.161% | |
2/8/2024 | Kingsview Wealth Management LLC | 97,641 | $1.13M | 0.0% | +1.7% | 0.262% | |
2/8/2024 | Janney Montgomery Scott LLC | 75,107 | $870K | 0.0% | -4.6% | 0.202% | |
2/7/2024 | Ethos Financial Group LLC | 27,570 | $319K | 0.1% | N/A | 0.074% | |
2/6/2024 | Aviance Capital Partners LLC | 33,470 | $388K | 0.1% | -5.0% | 0.090% | |
2/1/2024 | Wolverine Asset Management LLC | 23,919 | $277K | 0.0% | N/A | 0.064% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 23,846 | $276K | 0.1% | +1,007.1% | 0.064% | |
11/21/2023 | Almitas Capital LLC | 344,236 | $3.50M | 1.7% | +142.5% | 0.925% | |
11/14/2023 | AQR Arbitrage LLC | 165,478 | $1.68M | 0.1% | +29.5% | 0.445% | |
11/14/2023 | Saba Capital Management L.P. | 3,166,433 | $32.20M | 0.8% | +22.2% | 8.507% | |
11/13/2023 | PNC Financial Services Group Inc. | 196,168 | $2.00M | 0.0% | -2.2% | 0.527% | |
11/9/2023 | Fiera Capital Corp | 511,765 | $5.21M | 0.0% | +2.1% | 1.369% | |
11/9/2023 | Karpus Management Inc. | 170,104 | $1.73M | 0.1% | -2.6% | 0.455% | |
11/8/2023 | HighTower Advisors LLC | 199,017 | $2.03M | 0.0% | +4.3% | 0.532% | |
11/8/2023 | Pathstone Family Office LLC | 32,500 | $331K | 0.0% | N/A | 0.087% | |
11/8/2023 | Fort Point Capital Partners LLC | 36,904 | $375K | 0.1% | +102.2% | 0.099% | |
11/8/2023 | Janney Montgomery Scott LLC | 78,723 | $801K | 0.0% | -27.6% | 0.211% | |
11/8/2023 | Journey Strategic Wealth LLC | 31,616 | $322K | 0.0% | +90.3% | 0.085% | |
11/7/2023 | Aviance Capital Partners LLC | 35,234 | $358K | 0.1% | -3.0% | 0.094% | |
11/3/2023 | Private Advisor Group LLC | 18,169 | $185K | 0.0% | -40.1% | 0.049% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 143,589 | $1.46M | 0.1% | -1.3% | 0.384% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 15,781 | $160K | 0.0% | N/A | 0.042% | |
10/24/2023 | Simon Quick Advisors LLC | 11,241 | $114K | 0.0% | N/A | 0.030% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,918 | $203K | 0.0% | -7.4% | 0.053% | |
10/24/2023 | Raymond James & Associates | 39,651 | $403K | 0.0% | -22.6% | 0.106% | |
10/12/2023 | Johnson & White Wealth Management LLC | 20,462 | $208K | 0.2% | N/A | 0.055% | |
8/15/2023 | Journey Strategic Wealth LLC | 16,616 | $187K | 0.0% | N/A | 0.044% | |
8/14/2023 | Fort Point Capital Partners LLC | 18,253 | $205K | 0.0% | N/A | 0.049% | |
8/11/2023 | Karpus Management Inc. | 174,704 | $1.96M | 0.1% | -5.2% | 0.467% | |
8/11/2023 | Almitas Capital LLC | 141,974 | $1.60M | 0.7% | +106.4% | 0.380% | |
8/11/2023 | PNC Financial Services Group Inc. | 200,586 | $2.26M | 0.0% | -2.0% | 0.537% | |
8/10/2023 | Private Advisor Group LLC | 30,336 | $341K | 0.0% | -31.1% | 0.081% | |
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8/10/2023 | Sit Investment Associates Inc. | 1,033,280 | $11.61M | 0.3% | +5.7% | 2.764% | |
8/9/2023 | Veritable L.P. | 32,500 | $365K | 0.0% | -21.2% | 0.087% | |
8/9/2023 | Fiera Capital Corp | 501,219 | $5.63M | 0.0% | +15.1% | 1.341% | |
8/7/2023 | Ellis Investment Partners LLC | 13,291 | $149K | 0.0% | +14.5% | 0.036% | |
8/4/2023 | Aviance Capital Partners LLC | 36,327 | $408K | 0.1% | -16.4% | 0.097% | |
8/2/2023 | Bank of Montreal Can | 29,990 | $399K | 0.0% | N/A | 0.080% | |
7/31/2023 | LPL Financial LLC | 45,872 | $516K | 0.0% | +3.8% | 0.123% | |
7/27/2023 | Mackay Shields LLC | 233,310 | $2.62M | 0.1% | -30.6% | 0.624% | |
7/26/2023 | Janney Montgomery Scott LLC | 108,768 | $1.22M | 0.0% | +13.3% | 0.291% | |
7/26/2023 | Fifth Third Bancorp | 4,284 | $48K | 0.0% | N/A | 0.011% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 21,501 | $242K | 0.0% | -59.7% | 0.058% | |
7/25/2023 | Raymond James & Associates | 51,258 | $576K | 0.0% | +26.8% | 0.137% | |
7/25/2023 | Summit Trail Advisors LLC | 10,082 | $114K | 0.0% | N/A | 0.027% | |
7/20/2023 | BLB&B Advisors LLC | 14,414 | $162K | 0.0% | -8.6% | 0.039% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 12,249 | $138K | 0.0% | N/A | 0.033% | |
5/11/2023 | Karpus Management Inc. | 184,373 | $2.11M | 0.1% | +231.0% | 0.493% | |
5/10/2023 | Private Advisor Group LLC | 44,003 | $503K | 0.0% | N/A | 0.118% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,121 | $150K | 0.0% | -32.4% | 0.035% | |
5/10/2023 | Robinson Capital Management LLC | 77,421 | $878K | 0.4% | +29.8% | 0.207% | |
5/8/2023 | Wolverine Asset Management LLC | 29,343 | $335K | 0.0% | -14.6% | 0.078% | |
5/2/2023 | Key Financial Inc | 2,439 | $28K | 0.0% | -91.7% | 0.007% | |
5/1/2023 | CWM LLC | 2,500 | $29K | 0.0% | N/A | 0.007% | |
4/28/2023 | Janney Montgomery Scott LLC | 96,038 | $1.10M | 0.0% | -8.7% | 0.257% | |
4/27/2023 | Mackay Shields LLC | 336,051 | $3.84M | 0.1% | -35.0% | 0.899% | |
4/26/2023 | Fiera Capital Corp | 435,545 | $4.98M | 0.0% | -4.9% | 1.165% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 146,942 | $1.68M | 0.1% | -1.8% | 0.393% | |
4/17/2023 | Johnson & White Wealth Management LLC | 20,357 | $233K | 0.2% | N/A | 0.054% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 53,339 | $610K | 0.0% | -20.6% | 0.143% | |
4/14/2023 | Raymond James & Associates | 40,425 | $462K | 0.0% | -13.3% | 0.108% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 392,564 | $4.49M | 0.0% | +0.3% | 1.050% | |
2/15/2023 | Almitas Capital LLC | 40,083 | $446K | 0.2% | N/A | 0.107% | |
2/13/2023 | Kingsview Wealth Management LLC | 96,920 | $1.08M | 0.0% | -10.5% | 0.259% | |
2/10/2023 | XML Financial LLC | 44,930 | $500K | 0.1% | -7.2% | 0.120% | |
2/10/2023 | PNC Financial Services Group Inc. | 206,985 | $2.30M | 0.0% | -10.4% | 0.554% | |
2/10/2023 | Sit Investment Associates Inc. | 965,379 | $10.75M | 0.3% | +23.1% | 2.583% | |
2/9/2023 | Landscape Capital Management L.L.C. | 19,412 | $216K | 0.0% | N/A | 0.052% | |
2/9/2023 | HBK Sorce Advisory LLC | 15,676 | $174K | 0.0% | N/A | 0.042% | |
2/9/2023 | HighTower Advisors LLC | 176,112 | $1.96M | 0.0% | N/A | 0.471% | |
2/9/2023 | Almanack Investment Partners LLC. | 28,602 | $318K | 0.1% | N/A | 0.077% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 67,139 | $747K | 0.0% | -2.3% | 0.180% | |
2/8/2023 | Fiera Capital Corp | 457,813 | $5.10M | 0.0% | +53.0% | 1.225% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 29,796 | $332K | 0.0% | +118.0% | 0.080% | |
2/7/2023 | Summit Trail Advisors LLC | 14,201 | $158K | 0.0% | N/A | 0.038% | |
2/7/2023 | Aviance Capital Partners LLC | 43,408 | $483K | 0.1% | -12.5% | 0.116% | |
2/1/2023 | Bank of Montreal Can | 30,790 | $405K | 0.0% | +42.7% | 0.082% | |
2/1/2023 | Wolverine Asset Management LLC | 34,368 | $383K | 0.0% | +60.4% | 0.092% | |
2/1/2023 | Janney Montgomery Scott LLC | 105,161 | $1.17M | 0.0% | -12.8% | 0.281% | |
1/31/2023 | Ellis Investment Partners LLC | 11,182 | $124K | 0.0% | -40.8% | 0.030% | |
1/31/2023 | WealthTrust Axiom LLC | 11,717 | $130K | 0.0% | -14.1% | 0.031% | |
1/24/2023 | Matisse Capital | 34,675 | $386K | 0.3% | N/A | 0.093% | |
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1/23/2023 | Allspring Global Investments Holdings LLC | 391,564 | $4.36M | 0.0% | +4.7% | 1.047% | |
1/20/2023 | Matisse Capital | 34,675 | $386K | 0.4% | N/A | 0.093% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 149,680 | $1.67M | 0.1% | -2.9% | 0.400% | |
11/15/2022 | Logan Stone Capital LLC | 58,176 | $638K | 0.4% | +39.3% | 0.156% | |
11/14/2022 | MML Investors Services LLC | 29,911 | $328K | 0.0% | +57.4% | 0.080% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 154,196 | $1.69M | 0.1% | -3.4% | 0.412% | |
11/10/2022 | Wolverine Asset Management LLC | 21,426 | $235K | 0.0% | -40.9% | 0.057% | |
11/8/2022 | Robinson Capital Management LLC | 35,630 | $393K | 0.3% | -2.7% | 0.095% | |
11/7/2022 | Spire Wealth Management | 5,900 | $65K | 0.0% | -62.1% | 0.016% | |
11/4/2022 | XML Financial LLC | 48,430 | $531K | 0.1% | N/A | 0.130% | |