4/24/2024 | Assenagon Asset Management S.A. | 6,926 | $5.86M | 0.0% | -62.6% | 0.074% | |
4/23/2024 | Amalgamated Bank | 2,458 | $2.08M | 0.0% | -16.9% | 0.026% | |
4/23/2024 | Fifth Third Bancorp | 36 | $30K | 0.0% | -43.8% | 0.000% | |
4/19/2024 | Monument Capital Management | 3,861 | $3.27M | 0.9% | +0.6% | 0.041% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 519 | $440K | 0.1% | -53.7% | 0.006% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 316 | $267K | 0.1% | +6.4% | 0.003% | |
|
4/18/2024 | State of Michigan Retirement System | 1,200 | $1.02M | 0.0% | +9.1% | 0.013% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 9,854 | $8.34M | 0.0% | -32.2% | 0.105% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 59,665 | $50.50M | 0.4% | +36.9% | 0.637% | |
4/18/2024 | Tributary Capital Management LLC | 13,074 | $11.07M | 0.9% | -56.2% | 0.140% | |
4/18/2024 | Diversified Trust Co | 146,399 | $123.91M | 3.7% | -0.3% | 1.562% | |
4/16/2024 | OneAscent Wealth Management LLC | 810 | $686K | 0.3% | +8.0% | 0.009% | |
4/16/2024 | Hennessy Advisors Inc. | 37,256 | $31.53M | 1.3% | +14.1% | 0.398% | |
4/15/2024 | Sunbelt Securities Inc. | 80 | $68K | 0.0% | -14.9% | 0.001% | |
4/5/2024 | CWM LLC | 86 | $73K | 0.0% | +30.3% | 0.001% | |
3/29/2024 | Kapitalo Investimentos Ltda | 768 | $713K | 0.1% | -62.2% | 0.008% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 50 | $46K | 0.0% | -37.5% | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 19,834 | $16.84M | 1.3% | N/A | 0.212% | |
3/22/2024 | PNC Financial Services Group Inc. | 752 | $698K | 0.0% | -10.4% | 0.008% | |
3/14/2024 | Hennessy Advisors Inc. | 32,656 | $30.32M | 1.5% | N/A | 0.349% | |
3/11/2024 | Vanguard Group Inc. | 578,432 | $537.02M | 0.0% | -0.4% | 6.171% | |
3/5/2024 | Wellington Management Group LLP | 6,573 | $6.10M | 0.0% | N/A | 0.070% | |
3/1/2024 | Goldman Sachs Group Inc. | 30,137 | $27.98M | 0.0% | -25.5% | 0.322% | |
2/28/2024 | American International Group Inc. | 8,667 | $8.05M | 0.0% | -3.1% | 0.092% | |
2/20/2024 | Aurora Investment Counsel | 2,069 | $1.92M | 1.1% | +2.6% | 0.022% | |
2/16/2024 | Hobbs Group Advisors LLC | 1,157 | $1.08M | 0.5% | N/A | 0.012% | |
2/16/2024 | Wealthquest Corp | 6,041 | $5.61M | 0.6% | -0.9% | 0.064% | |
2/15/2024 | Chilton Investment Co. Inc. | 1,800 | $1.67M | 0.0% | +50.0% | 0.019% | |
2/15/2024 | Comerica Bank | 1,554 | $1.44M | 0.0% | +0.9% | 0.017% | |
2/14/2024 | Hancock Whitney Corp | 13,187 | $12.24M | 0.5% | +12.3% | 0.141% | |
2/14/2024 | OLD Point Trust & Financial Services N A | 100 | $93K | 0.0% | N/A | 0.001% | |
2/14/2024 | Privium Fund Management UK Ltd | 3,083 | $2.86M | 1.9% | +66.1% | 0.033% | |
2/13/2024 | First National Bank of Omaha | 3,274 | $3.04M | 0.2% | -3.0% | 0.035% | |
2/13/2024 | American International Group Inc. | 8,667 | $8.05M | 0.0% | -3.1% | 0.092% | |
2/13/2024 | Public Employees Retirement Association of Colorado | 27,744 | $25.76M | 0.1% | -50.3% | 0.296% | |
2/12/2024 | Alberta Investment Management Corp | 350 | $325K | 0.0% | N/A | 0.004% | |
2/12/2024 | Capstone Investment Advisors LLC | 1,366 | $1.27M | 0.0% | N/A | 0.015% | |
2/12/2024 | Allianz Asset Management GmbH | 16,094 | $14.94M | 0.0% | -2.3% | 0.172% | |
2/9/2024 | Commerce Bank | 249 | $231K | 0.0% | N/A | 0.003% | |
2/9/2024 | Ontario Teachers Pension Plan Board | 5,014 | $4.66M | 0.0% | +295.1% | 0.054% | |
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2/9/2024 | Franklin Resources Inc. | 1,471 | $1.37M | 0.0% | +1.2% | 0.016% | |
2/9/2024 | Quest Partners LLC | 33 | $31K | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 1,203 | $1.12M | 0.0% | +98.2% | 0.013% | |
2/9/2024 | Thoroughbred Financial Services LLC | 280 | $259K | 0.0% | N/A | 0.003% | |
2/9/2024 | UBS Group AG | 8,535 | $7.92M | 0.0% | +56.2% | 0.091% | |
2/9/2024 | PNC Financial Services Group Inc. | 752 | $698K | 0.0% | -10.4% | 0.008% | |
2/9/2024 | Norges Bank | 202,648 | $188.14M | 0.0% | N/A | 2.163% | |
2/8/2024 | NDVR Inc. | 282 | $262K | 0.3% | N/A | 0.003% | |
2/8/2024 | Independent Advisor Alliance | 932 | $865K | 0.0% | -4.5% | 0.010% | |
2/8/2024 | Towercrest Capital Management | 8,569 | $7.96M | 1.4% | +0.7% | 0.091% | |
2/8/2024 | Great Lakes Advisors LLC | 217 | $201K | 0.0% | N/A | 0.002% | |
2/8/2024 | Navellier & Associates Inc. | 4,901 | $4.55M | 0.7% | N/A | 0.052% | |
2/8/2024 | Beacon Pointe Advisors LLC | 426 | $396K | 0.0% | -31.9% | 0.005% | |
2/8/2024 | Foundations Investment Advisors LLC | 254 | $228K | 0.0% | N/A | 0.003% | |
2/8/2024 | Janney Montgomery Scott LLC | 2,326 | $2.16M | 0.0% | +98.3% | 0.025% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 572 | $531K | 0.0% | +20.7% | 0.006% | |
2/8/2024 | Massachusetts Financial Services Co. MA | 1,469 | $1.36M | 0.0% | +1.7% | 0.016% | |
2/7/2024 | Gratus Capital LLC | 4,319 | $4.01M | 0.2% | -0.3% | 0.046% | |
2/7/2024 | Principal Financial Group Inc. | 18,928 | $17.57M | 0.0% | +2.4% | 0.202% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 331 | $307K | 0.0% | -4.3% | 0.004% | |
2/7/2024 | Dimensional Fund Advisors LP | 185,180 | $171.92M | 0.1% | -1.9% | 1.976% | |
2/7/2024 | Jump Financial LLC | 410 | $381K | 0.0% | N/A | 0.004% | |
2/7/2024 | Johnson Investment Counsel Inc. | 3,231 | $3M | 0.0% | +10.3% | 0.034% | |
2/7/2024 | BNP Paribas Financial Markets | 4,986 | $4.63M | 0.0% | -16.1% | 0.053% | |
2/7/2024 | Teacher Retirement System of Texas | 2,419 | $2.25M | 0.0% | -40.6% | 0.026% | |
2/7/2024 | Warther Private Wealth LLC | 637 | $591K | 0.3% | -13.9% | 0.007% | |
2/7/2024 | Principal Securities Inc. | 105 | $97K | 0.0% | N/A | 0.001% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 71,734 | $66.60M | 0.0% | +1.5% | 0.765% | |
2/6/2024 | Private Advisor Group LLC | 743 | $690K | 0.0% | +47.7% | 0.008% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 297 | $276K | 0.1% | N/A | 0.003% | |
2/6/2024 | LSV Asset Management | 53,178 | $49.37M | 0.1% | +10.4% | 0.567% | |
2/6/2024 | Amalgamated Bank | 2,958 | $2.75M | 0.0% | +0.7% | 0.032% | |
2/6/2024 | Los Angeles Capital Management LLC | 2,344 | $2.18M | 0.0% | -30.3% | 0.025% | |
2/6/2024 | Swiss National Bank | 9,865 | $9.16M | 0.0% | -10.8% | 0.105% | |
2/6/2024 | Heritage Wealth Management LLC | 330 | $306K | 0.2% | N/A | 0.004% | |
2/6/2024 | New York Life Investment Management LLC | 648 | $602K | 0.0% | -2.4% | 0.007% | |
2/5/2024 | Victory Capital Management Inc. | 3,427 | $3.18M | 0.0% | +103.4% | 0.037% | |
2/5/2024 | Retirement Systems of Alabama | 14,969 | $13.90M | 0.1% | +0.1% | 0.160% | |
2/5/2024 | Convergence Investment Partners LLC | 410 | $381K | 0.2% | +28.5% | 0.004% | |
2/5/2024 | Russell Investments Group Ltd. | 10,784 | $10.02M | 0.0% | -8.7% | 0.115% | |
2/2/2024 | Headlands Technologies LLC | 131 | $122K | 0.0% | N/A | 0.001% | |
2/2/2024 | Meritage Portfolio Management | 743 | $690K | 0.0% | +2.1% | 0.008% | |
2/2/2024 | Atria Wealth Solutions Inc. | 1,512 | $1.40M | 0.0% | +2.1% | 0.016% | |
2/2/2024 | Watershed Asset Management L.L.C. | 296 | $275K | 0.3% | -26.0% | 0.003% | |
2/1/2024 | Yousif Capital Management LLC | 1,694 | $1.57M | 0.0% | +2.7% | 0.018% | |
2/1/2024 | Linden Thomas Advisory Services LLC | 285 | $265K | 0.0% | N/A | 0.003% | |
2/1/2024 | New York State Common Retirement Fund | 2,497 | $2.32M | 0.0% | -5.2% | 0.027% | |
2/1/2024 | Monument Capital Management | 3,838 | $3.56M | 1.1% | -0.8% | 0.041% | |
2/1/2024 | Foundry Partners LLC | 9,182 | $8.53M | 0.5% | +9.2% | 0.098% | |
2/1/2024 | Handelsbanken Fonder AB | 1,033 | $959K | 0.0% | +40.9% | 0.011% | |
See this before next week's Fed meeting (Ad) See this before next week's Fed Meeting
Doc Eifrig just released a new video detailing "the perilous moment Americans are in right now." Angry voters, mounting government debt, and blood in the streets… But he's got a way out – a unique way to come out on top no matter who wins this presidential election. (Last time we shared this, it led to a 995% gain.) Click here to see it. |
2/1/2024 | CWM LLC | 66 | $61K | 0.0% | +22.2% | 0.001% | |
1/31/2024 | J.W. Cole Advisors Inc. | 275 | $255K | 0.0% | N/A | 0.003% | |
1/31/2024 | Xponance Inc. | 690 | $641K | 0.0% | +1.8% | 0.007% | |
1/31/2024 | AIA Group Ltd | 572 | $531K | 0.0% | +3.4% | 0.006% | |
1/31/2024 | Federated Hermes Inc. | 17,588 | $16.33M | 0.0% | -5.0% | 0.188% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 455 | $422K | 0.0% | -6.2% | 0.005% | |
1/30/2024 | Mackenzie Financial Corp | 293 | $272K | 0.0% | N/A | 0.003% | |
1/30/2024 | Cornercap Investment Counsel Inc. | 551 | $512K | 0.1% | -74.2% | 0.006% | |
1/30/2024 | Strs Ohio | 1,600 | $1.49M | 0.0% | -11.1% | 0.017% | |
1/29/2024 | Louisiana State Employees Retirement System | 1,300 | $1.21M | 0.0% | N/A | 0.014% | |