4/11/2024 | City State Bank | 1,500 | $39K | 0.0% | N/A | 0.014% | |
4/5/2024 | Prism Advisors Inc. | 348,723 | $9.05M | 2.7% | +60.0% | 3.305% | |
2/15/2024 | OLD Mission Capital LLC | 141,138 | $3.64M | 0.1% | -36.9% | 1.338% | |
2/14/2024 | Royal Bank of Canada | 57,983 | $1.50M | 0.0% | -30.3% | 0.550% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 2,618 | $68K | 0.0% | N/A | 0.025% | |
2/13/2024 | Envestnet Asset Management Inc. | 13,576 | $351K | 0.0% | +55.0% | 0.129% | |
|
2/13/2024 | CIBC Asset Management Inc | 270,649 | $6.99M | 0.0% | -2.8% | 2.565% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 45,946 | $1.19M | 0.1% | N/A | 0.436% | |
2/12/2024 | Hsbc Holdings PLC | 56,011 | $1.45M | 0.0% | -35.5% | 0.531% | |
2/9/2024 | TBH Global Asset Management LLC | 113,687 | $2.94M | 0.6% | -3.1% | 1.078% | |
2/9/2024 | UBS Group AG | 7,018 | $181K | 0.0% | +296.5% | 0.067% | |
2/6/2024 | WESCAP Management Group Inc. | 9,692 | $250K | 0.1% | +25.4% | 0.092% | |
2/2/2024 | Simplex Trading LLC | 1,078 | $27K | 0.0% | +11,877.8% | 0.010% | |
2/1/2024 | Prism Advisors Inc. | 217,974 | $5.63M | 1.8% | -18.3% | 2.066% | |
1/31/2024 | Evolution Wealth Advisors LLC | 112,384 | $2.90M | 0.6% | -51.4% | 1.065% | |
1/31/2024 | Ninety One UK Ltd | 37,026 | $956K | 0.0% | -14.1% | 0.351% | |
12/6/2023 | Citigroup Inc. | 30,580 | $863K | 0.0% | -3.2% | 0.290% | |
11/27/2023 | Banque Pictet & Cie SA | 146,302 | $4.13M | 0.0% | -18.6% | 1.387% | |
11/15/2023 | Integrated Wealth Concepts LLC | 21,844 | $617K | 0.0% | +25.6% | 0.207% | |
11/15/2023 | Royal Bank of Canada | 83,156 | $2.35M | 0.0% | -41.4% | 0.788% | |
11/15/2023 | JPMorgan Chase & Co. | 600,375 | $16.95M | 0.0% | -19.6% | 5.691% | |
11/13/2023 | Envestnet Asset Management Inc. | 8,760 | $247K | 0.0% | -11.1% | 0.083% | |
11/9/2023 | William Blair Investment Management LLC | 108,325 | $3.06M | 0.0% | -16.2% | 1.027% | |
11/9/2023 | Rhumbline Advisers | 44,410 | $1.25M | 0.0% | +29.2% | 0.421% | |
11/9/2023 | Citigroup Inc. | 30,580 | $863K | 0.0% | -3.2% | 0.290% | |
11/9/2023 | Blair William & Co. IL | 1,253 | $35K | 0.0% | -62.4% | 0.012% | |
11/9/2023 | UBS Group AG | 1,770 | $50K | 0.0% | N/A | 0.017% | |
11/8/2023 | Banque Cantonale Vaudoise | 10,745 | $303K | 0.0% | +232.7% | 0.102% | |
11/7/2023 | Evolution Wealth Advisors LLC | 231,236 | $6.53M | 1.5% | -29.2% | 2.192% | |
11/6/2023 | Wharton Business Group LLC | 482,010 | $13.61M | 0.8% | +316.1% | 4.569% | |
11/3/2023 | Pictet North America Advisors SA | 146,302 | $4.13M | 0.6% | -18.6% | 1.387% | |
11/2/2023 | Banque Pictet & Cie SA | 146,302 | $4.13M | 0.0% | -18.6% | 1.387% | |
11/1/2023 | TBH Global Asset Management LLC | 117,346 | $3.31M | 0.6% | +179.8% | 1.112% | |
10/30/2023 | CIBC Asset Management Inc | 278,351 | $7.86M | 0.0% | +5.0% | 2.638% | |
10/11/2023 | CWM LLC | 2,937 | $83K | 0.0% | -17.0% | 0.028% | |
10/10/2023 | Ninety One UK Ltd | 43,104 | $1.22M | 0.0% | +2.4% | 0.409% | |
8/21/2023 | Osaic Holdings Inc. | 3,968 | $117K | 0.0% | -14.4% | 0.038% | |
8/15/2023 | Integrated Wealth Concepts LLC | 17,390 | $507K | 0.0% | +9.2% | 0.165% | |
8/15/2023 | Vestcor Inc | 7,644 | $223K | 0.0% | -47.0% | 0.072% | |
8/15/2023 | Goldman Sachs Group Inc. | 258,259 | $7.54M | 0.0% | +901.0% | 2.448% | |
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8/15/2023 | Royal Bank of Canada | 141,825 | $4.14M | 0.0% | +50.7% | 1.344% | |
8/15/2023 | Cantor Fitzgerald L. P. | 37,925 | $1.11M | 0.0% | -3.7% | 0.359% | |
8/15/2023 | CIBC Asset Management Inc | 265,201 | $7.74M | 0.0% | +10.4% | 2.514% | |
8/11/2023 | BlackRock Inc. | 1,178,955 | $34.40M | 0.0% | +0.5% | 11.175% | |
8/11/2023 | Hsbc Holdings PLC | 87,005 | $2.54M | 0.0% | +14.9% | 0.825% | |
8/11/2023 | JPMorgan Chase & Co. | 746,384 | $21.78M | 0.0% | +95.7% | 7.075% | |
8/11/2023 | William Blair Investment Management LLC | 129,304 | $3.77M | 0.0% | -35.8% | 1.226% | |
8/10/2023 | Osaic Holdings Inc. | 3,968 | $117K | 0.0% | -14.4% | 0.038% | |
8/10/2023 | WESCAP Management Group Inc. | 17,741 | $518K | 0.2% | -68.3% | 0.168% | |
8/10/2023 | Citigroup Inc. | 31,596 | $922K | 0.0% | +19.4% | 0.299% | |
8/8/2023 | Rhumbline Advisers | 34,370 | $1.00M | 0.0% | N/A | 0.326% | |
8/7/2023 | Wharton Business Group LLC | 115,850 | $3.38M | 0.2% | -2.0% | 1.098% | |
8/7/2023 | Montag & Caldwell LLC | 11,823 | $345K | 0.0% | +49.4% | 0.112% | |
8/4/2023 | Envestnet Asset Management Inc. | 9,854 | $288K | 0.0% | +7.1% | 0.098% | |
8/3/2023 | CWM LLC | 3,537 | $103K | 0.0% | -38.9% | 0.035% | |
7/20/2023 | TBH Global Asset Management LLC | 41,946 | $1.22M | 0.2% | -63.1% | 0.417% | |
7/19/2023 | Ninety One UK Ltd | 42,090 | $1.23M | 0.0% | -2.1% | 0.419% | |
7/17/2023 | Evolution Wealth Advisors LLC | 326,711 | $9.53M | 2.1% | +0.5% | 3.251% | |
7/13/2023 | Transcend Capital Advisors LLC | 12,715 | $371K | 0.0% | +7.3% | 0.127% | |
5/18/2023 | JPMorgan Chase & Co. | 381,463 | $12.46M | 0.0% | +14.2% | 3.796% | |
5/16/2023 | Susquehanna International Group LLP | 10,309 | $337K | 0.0% | N/A | 0.103% | |
5/16/2023 | Jane Street Group LLC | 16,983 | $555K | 0.0% | -88.5% | 0.169% | |
5/16/2023 | First Trust Advisors LP | 97,110 | $3.17M | 0.0% | +8.3% | 0.966% | |
5/15/2023 | Flow Traders U.S. LLC | 13,166 | $430K | 0.0% | +92.5% | 0.130% | |
5/12/2023 | BlackRock Inc. | 1,173,057 | $38.32M | 0.0% | -23.1% | 11.614% | |
5/12/2023 | Bank of America Corp DE | 79,049 | $2.58M | 0.0% | -39.3% | 0.783% | |
5/12/2023 | CIBC Asset Management Inc | 240,154 | $7.85M | 0.0% | +0.2% | 2.378% | |
5/12/2023 | UBS Group AG | 4,479 | $146K | 0.0% | +208.0% | 0.044% | |
5/12/2023 | Wellington Management Group LLP | 16,189 | $529K | 0.0% | +6.6% | 0.160% | |
5/12/2023 | HighTower Advisors LLC | 85,301 | $2.79M | 0.0% | +7.5% | 0.845% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 9,126 | $298K | 0.0% | N/A | 0.090% | |
5/11/2023 | Citigroup Inc. | 26,465 | $865K | 0.0% | +14.7% | 0.262% | |
5/9/2023 | TBH Global Asset Management LLC | 113,559 | $3.71M | 0.8% | +440.7% | 1.124% | |
5/4/2023 | WESCAP Management Group Inc. | 55,939 | $1.83M | 0.6% | N/A | 0.554% | |
5/4/2023 | Pictet North America Advisors SA | 179,724 | $5.87M | 0.9% | +13.8% | 1.779% | |
5/3/2023 | Integrated Wealth Concepts LLC | 15,925 | $520K | 0.0% | +22.7% | 0.158% | |
5/2/2023 | Evolution Wealth Advisors LLC | 325,159 | $10.62M | 2.5% | -1.6% | 3.219% | |
5/1/2023 | Banque Pictet & Cie SA | 179,724 | $5.87M | 0.1% | +13.8% | 1.779% | |
5/1/2023 | CWM LLC | 5,787 | $189K | 0.0% | +85.0% | 0.057% | |
4/28/2023 | Ninety One UK Ltd | 42,988 | $1.40M | 0.0% | -6.1% | 0.426% | |
4/27/2023 | Moody Aldrich Partners LLC | 8,977 | $293K | 0.1% | -32.3% | 0.089% | |
4/12/2023 | Transcend Capital Advisors LLC | 11,854 | $387K | 0.0% | -6.8% | 0.117% | |
3/22/2023 | Pictet North America Advisors SA | 157,935 | $4.93M | 0.8% | +2,318.6% | 1.564% | |
3/6/2023 | OLD Mission Capital LLC | 16,297 | $509K | 0.0% | -66.9% | 0.161% | |
2/15/2023 | Jane Street Group LLC | 147,944 | $4.62M | 0.0% | -70.6% | 0.000% | |
2/15/2023 | Patriot Investment Management Group Inc. | 880 | $31K | 0.0% | N/A | 0.000% | |
2/15/2023 | Vestcor Inc | 22,059 | $689K | 0.0% | -3.8% | 0.000% | |
2/15/2023 | Montag & Caldwell LLC | 7,912 | $247K | 0.0% | -29.7% | 0.000% | |
2/15/2023 | Morgan Stanley | 46,708 | $1.46M | 0.0% | +19.6% | 0.000% | |
2/15/2023 | Flow Traders U.S. LLC | 6,838 | $213K | 0.0% | -92.2% | 0.000% | |
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2/13/2023 | CIBC Asset Management Inc | 239,752 | $7.49M | 0.0% | +23.5% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 12,984 | $405K | 0.0% | N/A | 0.000% | |
2/13/2023 | JPMorgan Chase & Co. | 333,969 | $10.43M | 0.0% | -30.4% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 130,268 | $4.07M | 0.0% | -21.3% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 4,637 | $144K | 0.0% | -7.1% | 0.000% | |
2/10/2023 | Blair William & Co. IL | 4,433 | $138K | 0.0% | -31.5% | 0.000% | |
2/9/2023 | First Trust Advisors LP | 89,656 | $2.80M | 0.0% | -13.0% | 0.000% | |
2/9/2023 | Citigroup Inc. | 23,083 | $721K | 0.0% | +2.2% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 79,329 | $2.48M | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 7,622 | $238K | 0.0% | +7.1% | 0.000% | |