| 8/28/2025 | China Universal Asset Management Co. Ltd. | 14,248 | $619K | 0.1% | +57.8% | 0.031% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 8,419 | $366K | 0.0% | +754.7% | 0.018% | |
| 8/15/2025 | E Fund Management Co. Ltd. | 4,700 | $204K | 0.0% | N/A | 0.010% | |
| 8/15/2025 | Sofinnova Investments Inc. | 76,180 | $3.31M | 0.2% | N/A | 0.165% | |
| 8/15/2025 | Rafferty Asset Management LLC | 42,211 | $1.83M | 0.0% | -1.8% | 0.092% | |
| 8/15/2025 | Perceptive Advisors LLC | 1,182,148 | $51.34M | 4.6% | +5.3% | 2.564% | |
| 8/15/2025 | BNP Paribas Financial Markets | 3,649 | $158K | 0.0% | +34.7% | 0.008% | |
| 8/15/2025 | Braidwell LP | 1,478,512 | $64.21M | 2.2% | -4.0% | 3.206% | |
| 8/15/2025 | Brevan Howard Capital Management LP | 33,085 | $1.44M | 0.0% | N/A | 0.072% | |
| 8/15/2025 | Birchview Capital LP | 16,000 | $695K | 0.7% | +100.0% | 0.035% | |
Get the Latest News and Ratings for APGE and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Apogee Therapeutics and its competitors with MarketBeat's FREE daily newsletter. |
| 8/15/2025 | Balyasny Asset Management L.P. | 158,635 | $6.89M | 0.0% | +40.7% | 0.344% | |
| 8/15/2025 | Adage Capital Partners GP L.L.C. | 1,290,464 | $56.05M | 0.1% | +77.5% | 2.799% | |
| 8/15/2025 | Ameriprise Financial Inc. | 156,108 | $6.78M | 0.0% | +62.1% | 0.339% | |
| 8/14/2025 | California State Teachers Retirement System | 21,386 | $929K | 0.0% | -3.6% | 0.046% | |
| 8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 19,555 | $849K | 0.0% | -20.3% | 0.042% | |
| 8/14/2025 | Alliancebernstein L.P. | 1,388,149 | $60.29M | 0.0% | +8.4% | 3.011% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 72,939 | $3.17M | 0.0% | -16.5% | 0.158% | |
| 8/14/2025 | Frontier Capital Management Co. LLC | 309,066 | $13.42M | 0.1% | +184.0% | 0.670% | |
| 8/14/2025 | HighVista Strategies LLC | 45,052 | $1.96M | 0.7% | +4.3% | 0.098% | |
| 8/14/2025 | Stempoint Capital LP | 84,466 | $3.67M | 1.2% | N/A | 0.183% | |
| 8/14/2025 | B Group Inc. | 35,000 | $1.52M | 1.2% | +16.7% | 0.076% | |
| 8/14/2025 | WINTON GROUP Ltd | 14,617 | $635K | 0.0% | N/A | 0.032% | |
| 8/13/2025 | Marshall Wace LLP | 90,568 | $3.93M | 0.0% | +680.8% | 0.197% | |
| 8/13/2025 | First Trust Advisors LP | 37,622 | $1.63M | 0.0% | N/A | 0.082% | |
| 8/13/2025 | Kennedy Capital Management LLC | 75,897 | $3.30M | 0.1% | -3.2% | 0.165% | |
| 8/13/2025 | Optimize Financial Inc | 5,284 | $229K | 0.1% | N/A | 0.011% | |
| 8/13/2025 | Invesco Ltd. | 26,866 | $1.17M | 0.0% | +10.5% | 0.058% | |
| 8/13/2025 | New York State Common Retirement Fund | 9,887 | $429K | 0.0% | -18.9% | 0.021% | |
| 8/13/2025 | Schroder Investment Management Group | 119,246 | $5.18M | 0.0% | +22.9% | 0.259% | |
| 8/13/2025 | Virtus Investment Advisers LLC | 2,246 | $98K | 0.0% | -39.3% | 0.005% | |
| 8/13/2025 | Quadrature Capital Ltd | 11,829 | $513K | 0.0% | N/A | 0.026% | |
| 8/13/2025 | Russell Investments Group Ltd. | 21,768 | $945K | 0.0% | +10,570.6% | 0.047% | |
| 8/12/2025 | XTX Topco Ltd | 12,321 | $535K | 0.0% | -28.3% | 0.027% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 3,259 | $142K | 0.0% | -15.1% | 0.007% | |
| 8/12/2025 | Jefferies Financial Group Inc. | 642,357 | $27.90M | 0.2% | +52.3% | 1.395% | |
| 8/12/2025 | Prudential Financial Inc. | 68,845 | $2.99M | 0.0% | +176.4% | 0.150% | |
| 8/12/2025 | Rhumbline Advisers | 49,216 | $2.14M | 0.0% | -9.5% | 0.107% | |
| 8/12/2025 | Franklin Resources Inc. | 852,531 | $37.03M | 0.0% | -2.7% | 1.851% | |
| 8/12/2025 | Legal & General Group Plc | 27,689 | $1.20M | 0.0% | +7.4% | 0.060% | |
| 8/12/2025 | Swiss National Bank | 42,600 | $1.85M | 0.0% | -2.3% | 0.093% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
| 8/12/2025 | Handelsbanken Fonder AB | 8,500 | $369K | 0.0% | +13.3% | 0.018% | |
| 8/11/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 125,829 | $5.47M | 0.0% | -1.1% | 0.273% | |
| 8/8/2025 | Intech Investment Management LLC | 16,070 | $698K | 0.0% | -12.7% | 0.035% | |
| 8/8/2025 | Creative Planning | 9,031 | $392K | 0.0% | N/A | 0.020% | |
| 8/8/2025 | Police & Firemen s Retirement System of New Jersey | 7,349 | $319K | 0.0% | -9.6% | 0.016% | |
| 8/8/2025 | Geode Capital Management LLC | 782,641 | $33.99M | 0.0% | -6.3% | 1.700% | |
| 8/7/2025 | ProShare Advisors LLC | 8,265 | $359K | 0.0% | -19.2% | 0.018% | |
| 8/7/2025 | Lisanti Capital Growth LLC | 18,410 | $800K | 0.2% | N/A | 0.040% | |
| 8/6/2025 | Fox Run Management L.L.C. | 10,055 | $437K | 0.1% | N/A | 0.022% | |
| 8/5/2025 | Bank of New York Mellon Corp | 201,151 | $8.74M | 0.0% | -6.1% | 0.437% | |
| 8/4/2025 | Moody Aldrich Partners LLC | 21,632 | $939K | 0.2% | N/A | 0.047% | |
| 8/1/2025 | Jennison Associates LLC | 270,366 | $11.74M | 0.0% | -8.0% | 0.587% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 769 | $33K | 0.0% | +99.2% | 0.002% | |
| 7/31/2025 | AlphaQuest LLC | 5,073 | $220K | 0.0% | +344.6% | 0.011% | |
| 7/28/2025 | TD Asset Management Inc | 94,588 | $4.11M | 0.0% | -6.7% | 0.205% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 4,931 | $218K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | KLP Kapitalforvaltning AS | 4,100 | $178K | 0.0% | -18.0% | 0.009% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,779 | $77K | 0.0% | +18.0% | 0.004% | |
| 7/21/2025 | Platinum Investment Management Ltd. | 86,512 | $3.76M | 0.2% | -9.5% | 0.188% | |
| 6/18/2025 | Voya Investment Management LLC | 21,427 | $801K | 0.0% | -53.4% | 0.047% | |
| 5/29/2025 | Rhumbline Advisers | 54,385 | $2.03M | 0.0% | +3.2% | 0.118% | |
| 5/16/2025 | Woodline Partners LP | 1,061,053 | $39.64M | 0.3% | +4.5% | 2.364% | |
| 5/16/2025 | Octagon Capital Advisors LP | 10,700,000 | $399.75M | 42.8% | N/A | 23.840% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 290,699 | $10.86M | 0.0% | -28.8% | 0.631% | |
| 5/16/2025 | Parkman Healthcare Partners LLC | 46,663 | $1.74M | 0.2% | -45.1% | 0.104% | |
| 5/16/2025 | Millennium Management LLC | 260,335 | $9.73M | 0.0% | +100.0% | 0.580% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24,529 | $921K | 0.0% | +2.9% | 0.055% | |
| 5/16/2025 | Granahan Investment Management LLC | 108,340 | $4.05M | 0.2% | +16.7% | 0.241% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,280,950 | $47.86M | 0.0% | -5.5% | 2.854% | |
| 5/16/2025 | Allostery Investments LP | 110,000 | $4.11M | 5.9% | +10.0% | 0.245% | |
| 5/16/2025 | Adage Capital Partners GP L.L.C. | 727,000 | $27.16M | 0.1% | +202.7% | 1.620% | |
| 5/16/2025 | ADAR1 Capital Management LLC | 104,853 | $3.92M | 0.7% | +154.0% | 0.234% | |
| 5/15/2025 | Birchview Capital LP | 8,000 | $299K | 0.3% | N/A | 0.018% | |
| 5/15/2025 | Paradigm Biocapital Advisors LP | 961,707 | $35.93M | 1.7% | -25.1% | 2.143% | |
| 5/15/2025 | Driehaus Capital Management LLC | 2,339,563 | $87.41M | 0.8% | -10.2% | 5.213% | |
| 5/15/2025 | Siren L.L.C. | 594,994 | $22.23M | 1.3% | -20.4% | 1.292% | |
| 5/14/2025 | Affinity Asset Advisors LLC | 1,151,199 | $43.01M | 4.1% | +23.6% | 2.565% | |
| 5/14/2025 | Rafferty Asset Management LLC | 43,001 | $1.61M | 0.0% | -25.4% | 0.096% | |
| 5/14/2025 | Corebridge Financial Inc. | 18,563 | $694K | 0.0% | -1.5% | 0.041% | |
| 5/14/2025 | Comerica Bank | 15,360 | $574K | 0.0% | -25.2% | 0.034% | |
| 5/14/2025 | MetLife Investment Management LLC | 22,605 | $845K | 0.0% | -1.5% | 0.050% | |
| 5/14/2025 | AlphaQuest LLC | 1,141 | $43K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Wellington Management Group LLP | 5,485,754 | $204.95M | 0.0% | +21.4% | 12.223% | |
| 5/13/2025 | Northern Trust Corp | 314,478 | $11.75M | 0.0% | -3.9% | 0.701% | |
| 5/13/2025 | Brooklyn Investment Group | 1,134 | $42K | 0.0% | N/A | 0.003% | |
| 5/12/2025 | Nuveen LLC | 110,855 | $4.14M | 0.0% | N/A | 0.247% | |
| 5/12/2025 | Invesco Ltd. | 24,310 | $908K | 0.0% | +14.4% | 0.054% | |
| 5/12/2025 | Swiss National Bank | 43,600 | $1.63M | 0.0% | -1.6% | 0.097% | |
| 5/9/2025 | Deutsche Bank AG | 28,869 | $1.08M | 0.0% | -9.0% | 0.064% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 271,879 | $10.16M | 0.0% | -2.0% | 0.606% | |
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad) For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026.
If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
| 5/9/2025 | Vanguard Group Inc. | 2,082,606 | $77.81M | 0.0% | -0.7% | 4.640% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 421,796 | $15.76M | 0.1% | -52.5% | 0.940% | |
| 5/8/2025 | XTX Topco Ltd | 17,188 | $642K | 0.0% | +170.8% | 0.038% | |
| 5/7/2025 | TD Asset Management Inc | 101,388 | $3.79M | 0.0% | -19.8% | 0.226% | |
| 5/6/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 127,208 | $4.75M | 0.0% | -11.6% | 0.283% | |
| 5/5/2025 | Jennison Associates LLC | 293,757 | $10.98M | 0.0% | -6.0% | 0.655% | |
| 5/2/2025 | Victory Capital Management Inc. | 232,983 | $8.70M | 0.0% | +4.4% | 0.517% | |
| 4/30/2025 | Alps Advisors Inc. | 33,096 | $1.24M | 0.0% | -9.1% | 0.074% | |
| 4/30/2025 | China Universal Asset Management Co. Ltd. | 9,032 | $337K | 0.0% | -5.4% | 0.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 214,231 | $8.00M | 0.0% | +93.3% | 0.476% | |
MarketBeat All Access