4/24/2024 | Simplicity Wealth LLC | 14,855 | $377K | 0.0% | N/A | 0.003% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 16,022 | $406K | 0.1% | +6.0% | 0.004% | |
4/18/2024 | BKM Wealth Management LLC | 18,240 | $463K | 0.2% | +17.8% | 0.004% | |
4/16/2024 | Scharf Investments LLC | 2,996,264 | $75.99M | 2.1% | +0.5% | 0.685% | |
4/10/2024 | Park Avenue Securities LLC | 17,738 | $450K | 0.0% | +12.1% | 0.004% | |
4/10/2024 | Ridgewood Investments LLC | 78,178 | $1.98M | 1.0% | +60.2% | 0.018% | |
|
4/9/2024 | Curbstone Financial Management Corp | 21,750 | $552K | 0.1% | -8.6% | 0.005% | |
4/2/2024 | Marotta Asset Management | 13,003 | $330K | 0.1% | -8.3% | 0.003% | |
3/27/2024 | Nomura Holdings Inc. | 32,500 | $887K | 0.0% | N/A | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 9,857 | $269K | 0.0% | -72.9% | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,343,712 | $36.66M | 0.0% | +3.4% | 0.307% | |
2/26/2024 | Syon Capital LLC | 13,062 | $356K | 0.0% | N/A | 0.003% | |
2/15/2024 | Clear Street Markets LLC | 175,006 | $4.77M | 0.4% | +120.9% | 0.040% | |
2/14/2024 | Fiduciary Management Inc. WI | 4,867,016 | $132.77M | 1.2% | -7.2% | 1.113% | |
2/13/2024 | Crossmark Global Holdings Inc. | 70,289 | $1.92M | 0.0% | -8.4% | 0.016% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,016 | $28K | 0.0% | -53.9% | 0.000% | |
2/13/2024 | Optiver Holding B.V. | 599,981 | $16.48M | 0.0% | +100.4% | 0.137% | |
2/12/2024 | Clark Estates Inc. NY | 650,000 | $17.73M | 3.0% | +18.2% | 0.149% | |
2/12/2024 | Capstone Investment Advisors LLC | 11,930 | $325K | 0.0% | N/A | 0.003% | |
2/12/2024 | JARISLOWSKY FRASER Ltd | 36,684 | $1M | 0.0% | -12.1% | 0.008% | |
2/12/2024 | Parallel Advisors LLC | 1,533 | $42K | 0.0% | +150.9% | 0.000% | |
2/12/2024 | Hsbc Holdings PLC | 592,734 | $16.15M | 0.0% | +80.1% | 0.136% | |
2/9/2024 | Eagle Global Advisors LLC | 76,400 | $2.08M | 0.1% | -13.6% | 0.017% | |
2/9/2024 | Team Hewins LLC | 12,033 | $328K | 0.0% | N/A | 0.003% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,227 | $33K | 0.0% | +75.0% | 0.000% | |
2/9/2024 | Crewe Advisors LLC | 10,000 | $273K | 0.0% | +66.7% | 0.002% | |
2/9/2024 | Franklin Resources Inc. | 111,906 | $3.05M | 0.0% | +9.0% | 0.026% | |
2/9/2024 | Brandes Investment Partners LP | 1,095,449 | $29.88M | 0.5% | N/A | 0.251% | |
2/9/2024 | Corient Private Wealth LLC | 20,827 | $568K | 0.0% | -44.2% | 0.005% | |
2/9/2024 | Wells Fargo & Company MN | 1,003,050 | $27.36M | 0.0% | +20.9% | 0.229% | |
2/9/2024 | Beutel Goodman & Co Ltd. | 15,970 | $435K | 0.0% | +57.0% | 0.004% | |
2/9/2024 | PNC Financial Services Group Inc. | 9,857 | $269K | 0.0% | -72.9% | 0.002% | |
2/8/2024 | Level Four Advisory Services LLC | 13,237 | $361K | 0.0% | -24.2% | 0.003% | |
2/8/2024 | Equity Investment Corp | 11,629 | $317K | 0.0% | +6.6% | 0.003% | |
2/8/2024 | Quadrant Capital Group LLC | 5,817 | $159K | 0.0% | +210.9% | 0.001% | |
2/8/2024 | Wade G W & Inc. | 26,757 | $730K | 0.0% | +19.7% | 0.006% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 11,315 | $309K | 0.0% | N/A | 0.003% | |
2/8/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 13,022 | $344K | 0.0% | +15.5% | 0.003% | |
2/8/2024 | Moran Wealth Management LLC | 189,642 | $5.17M | 0.2% | N/A | 0.043% | |
2/7/2024 | QRG Capital Management Inc. | 63,280 | $1.73M | 0.0% | +13.4% | 0.014% | |
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2/7/2024 | NBC Securities Inc. | 9,756 | $266K | 0.0% | N/A | 0.002% | |
2/7/2024 | Principal Securities Inc. | 1,905 | $52K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 9,077 | $248K | 0.0% | N/A | 0.002% | |
2/6/2024 | Spire Wealth Management | 1,015 | $29K | 0.0% | +224.3% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 1,967 | $53K | 0.0% | +36.0% | 0.000% | |
2/6/2024 | Henry James International Management Inc. | 183,076 | $4.99M | 1.9% | -0.8% | 0.042% | |
2/6/2024 | Natixis Advisors L.P. | 71,879 | $1.96M | 0.0% | +332.1% | 0.016% | |
2/6/2024 | First Trust Direct Indexing L.P. | 9,211 | $251K | 0.0% | -11.4% | 0.002% | |
2/5/2024 | Sivik Global Healthcare LLC | 190,000 | $5.18M | 2.2% | N/A | 0.043% | |
2/5/2024 | Van ECK Associates Corp | 9,236 | $252K | 0.0% | +43.3% | 0.002% | |
2/5/2024 | Intellectus Partners LLC | 13,030 | $355K | 0.1% | +21.1% | 0.003% | |
2/5/2024 | Russell Investments Group Ltd. | 318,209 | $8.68M | 0.0% | -10.1% | 0.073% | |
2/2/2024 | Argonautica Private Wealth Management Inc. | 10,362 | $283K | 0.1% | +4.5% | 0.002% | |
2/2/2024 | Syon Capital LLC | 13,062 | $356K | 0.0% | N/A | 0.003% | |
2/1/2024 | GAMMA Investing LLC | 1,878 | $53K | 0.0% | N/A | 0.000% | |
2/1/2024 | Lorne Steinberg Wealth Management Inc. | 150,220 | $4.10M | 1.4% | +0.2% | 0.034% | |
2/1/2024 | CWM LLC | 954 | $26K | 0.0% | +68.6% | 0.000% | |
2/1/2024 | Signaturefd LLC | 8,070 | $220K | 0.0% | +51.6% | 0.002% | |
1/31/2024 | abrdn plc | 181,710 | $4.96M | 0.0% | N/A | 0.042% | |
1/31/2024 | Kornitzer Capital Management Inc. KS | 245,609 | $6.70M | 0.1% | +38.8% | 0.056% | |
1/30/2024 | London & Capital Asset Management Ltd | 38,622 | $1.05M | 0.1% | N/A | 0.009% | |
1/29/2024 | Simplicity Solutions LLC | 11,865 | $324K | 0.0% | +26.0% | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 26,243 | $716K | 0.0% | N/A | 0.006% | |
1/25/2024 | Bleakley Financial Group LLC | 11,865 | $324K | 0.0% | +26.0% | 0.003% | |
1/24/2024 | Allworth Financial LP | 1,878 | $51K | 0.0% | +65.8% | 0.000% | |
1/24/2024 | Clean Yield Group | 214,252 | $5.85M | 2.5% | +2.8% | 0.049% | |
1/24/2024 | International Assets Investment Management LLC | 26,243 | $716K | 0.0% | N/A | 0.006% | |
1/24/2024 | Seed Wealth Management Inc. | 7,930 | $213K | 0.2% | N/A | 0.002% | |
1/22/2024 | Prio Wealth Limited Partnership | 33,213 | $906K | 0.0% | -47.1% | 0.008% | |
1/17/2024 | Highland Capital Management LLC | 24,915 | $680K | 0.0% | +1.8% | 0.006% | |
1/17/2024 | Schechter Investment Advisors LLC | 28,786 | $785K | 0.1% | N/A | 0.007% | |
1/17/2024 | Harrington Investments INC | 8,059 | $220K | 0.1% | N/A | 0.002% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,842 | $514K | 0.0% | -9.8% | 0.004% | |
1/16/2024 | Raymond James & Associates | 71,461 | $1.95M | 0.0% | -87.7% | 0.016% | |
1/12/2024 | FNY Investment Advisers LLC | 10,000 | $272K | 0.3% | N/A | 0.002% | |
1/12/2024 | Scharf Investments LLC | 2,980,334 | $81.30M | 2.3% | +20.5% | 0.682% | |
1/11/2024 | BKM Wealth Management LLC | 15,483 | $422K | 0.0% | N/A | 0.004% | |
1/11/2024 | BKM Wealth Management LLC | 15,903 | $434K | 0.0% | N/A | 0.004% | |
1/9/2024 | Boston Common Asset Management LLC | 8,005 | $218K | 0.0% | -7.2% | 0.002% | |
1/9/2024 | First Hawaiian Bank | 11,250 | $307K | 0.0% | +15.0% | 0.003% | |
1/8/2024 | Curbstone Financial Management Corp | 23,800 | $649K | 0.1% | -11.4% | 0.005% | |
11/30/2023 | American Century Companies Inc. | 2,364,037 | $58.56M | 0.0% | +343.5% | 0.541% | |
11/22/2023 | Graham Capital Management L.P. | 12,770 | $316K | 0.0% | N/A | 0.003% | |
11/15/2023 | Earnest Partners LLC | 92,051 | $2.28M | 0.0% | +8.5% | 0.021% | |
11/15/2023 | Alps Advisors Inc. | 38,510 | $954K | 0.0% | +5.3% | 0.009% | |
11/14/2023 | Schonfeld Strategic Advisors LLC | 32,200 | $798K | 0.0% | -42.2% | 0.007% | |
11/14/2023 | Qube Research & Technologies Ltd | 649,795 | $16.10M | 0.0% | +56.9% | 0.149% | |
11/14/2023 | MQS Management LLC | 18,958 | $470K | 0.3% | N/A | 0.004% | |
11/13/2023 | Clark Estates Inc. NY | 550,000 | $13.62M | 2.5% | +83.3% | 0.126% | |
11/13/2023 | Natixis Advisors L.P. | 16,636 | $412K | 0.0% | -14.1% | 0.004% | |
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11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 32,790 | $812K | 0.0% | -87.9% | 0.008% | |
11/13/2023 | Optiver Holding B.V. | 299,390 | $7.47M | 0.0% | -48.5% | 0.069% | |
11/13/2023 | Mariner LLC | 157,983 | $3.91M | 0.0% | -10.7% | 0.036% | |
11/13/2023 | Clear Street Markets LLC | 79,241 | $1.96M | 0.2% | +113.8% | 0.018% | |
11/13/2023 | Hsbc Holdings PLC | 329,093 | $8.17M | 0.0% | N/A | 0.075% | |
11/13/2023 | Aigen Investment Management LP | 13,982 | $346K | 0.1% | +117.2% | 0.003% | |
11/13/2023 | FMR LLC | 730,108 | $18.09M | 0.0% | -0.9% | 0.167% | |
11/13/2023 | Black Creek Investment Management Inc. | 73,000 | $1.81M | 0.1% | N/A | 0.017% | |
11/13/2023 | Envestnet Asset Management Inc. | 539,491 | $13.36M | 0.0% | +133.6% | 0.124% | |
11/13/2023 | QRG Capital Management Inc. | 55,779 | $1.38M | 0.0% | N/A | 0.013% | |