7/26/2024 | K.J. Harrison & Partners Inc | 10,000 | $537K | 0.1% | N/A | 0.002% | |
7/26/2024 | McClarren Financial Advisors Inc. | 53 | $26K | 0.0% | -89.4% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 7,547 | $405K | 0.0% | +3.0% | 0.002% | |
7/26/2024 | Eagle Bay Advisors LLC | 2,081 | $112K | 0.1% | -16.4% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 24,791 | $1.33M | 0.2% | +34.4% | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 40,492 | $2.18M | 0.0% | -4.2% | 0.008% | |
|
7/26/2024 | AustralianSuper Pty Ltd | 1,250,121 | $67.16M | 0.4% | -3.9% | 0.249% | |
7/26/2024 | Atomi Financial Group Inc. | 3,829 | $206K | 0.0% | N/A | 0.001% | |
7/26/2024 | Groesbeck Investment Management Corp NJ | 8,169 | $439K | 0.6% | +33.0% | 0.002% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 253,950 | $13.64M | 0.0% | -24.1% | 0.051% | |
7/26/2024 | State of Michigan Retirement System | 138,528 | $7.44M | 0.0% | -2.6% | 0.028% | |
7/26/2024 | Verdence Capital Advisors LLC | 10,182 | $547K | 0.0% | +14.7% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 4,073,356 | $218.82M | 0.0% | -1.9% | 0.811% | |
7/25/2024 | Cypress Capital Group | 14,951 | $803K | 0.1% | -9.1% | 0.003% | |
7/25/2024 | Raymond James Trust N.A. | 11,178 | $600K | 0.0% | +33.0% | 0.002% | |
7/25/2024 | Calamos Advisors LLC | 152,186 | $8.18M | 0.0% | -3.5% | 0.030% | |
7/25/2024 | Tempus Wealth Planning LLC | 7,144 | $384K | 0.2% | -16.3% | 0.001% | |
7/25/2024 | Mn Services Vermogensbeheer B.V. | 203,900 | $10.95M | 0.1% | -2.8% | 0.041% | |
7/25/2024 | Atlantic Union Bankshares Corp | 46,343 | $2.49M | 0.2% | +30.0% | 0.009% | |
7/24/2024 | Family Firm Inc. | 1,033 | $55K | 0.0% | N/A | 0.000% | |
7/24/2024 | Retirement Systems of Alabama | 776,732 | $41.73M | 0.2% | +20.9% | 0.155% | |
7/24/2024 | Premier Path Wealth Partners LLC | 4,012 | $216K | 0.0% | N/A | 0.001% | |
7/24/2024 | JB Capital LLC | 179,074 | $9.62M | 0.6% | N/A | 0.036% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 3,751 | $201K | 0.0% | N/A | 0.001% | |
7/24/2024 | New York State Teachers Retirement System | 466,654 | $25.07M | 0.1% | -4.3% | 0.093% | |
7/24/2024 | Louisiana State Employees Retirement System | 28,600 | $1.54M | 0.0% | -5.3% | 0.006% | |
7/23/2024 | Keystone Financial Services | 14,915 | $801K | 0.3% | +4.3% | 0.003% | |
7/23/2024 | Lindsell Train Ltd | 4,376,022 | $236.13M | 5.4% | -6.6% | 0.872% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 4,885 | $262K | 0.0% | N/A | 0.001% | |
7/22/2024 | Atria Wealth Solutions Inc. | 20,212 | $1.09M | 0.0% | +26.5% | 0.004% | |
7/22/2024 | Aaron Wealth Advisors LLC | 3,944 | $212K | 0.0% | N/A | 0.001% | |
7/22/2024 | Fifth Third Bancorp | 34,145 | $1.83M | 0.0% | +22.4% | 0.007% | |
7/22/2024 | Investment House LLC | 11,675 | $627K | 0.0% | -2.5% | 0.002% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 350,632 | $18.84M | 0.1% | -4.0% | 0.070% | |
7/22/2024 | Hobbs Group Advisors LLC | 533 | $29K | 0.0% | N/A | 0.000% | |
7/20/2024 | First Horizon Advisors Inc. | 7,493 | $403K | 0.0% | -3.2% | 0.001% | |
7/20/2024 | Parsons Capital Management Inc. RI | 22,552 | $1.21M | 0.1% | +13.7% | 0.004% | |
7/20/2024 | Nisa Investment Advisors LLC | 292,509 | $15.71M | 0.1% | +0.4% | 0.058% | |
7/19/2024 | Raymond James & Associates | 1,181,791 | $63.49M | 0.0% | +35.2% | 0.235% | |
7/19/2024 | OFI Invest Asset Management | 3,000 | $150K | 0.0% | N/A | 0.001% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/19/2024 | TCW Group Inc. | 25,847 | $1.39M | 0.0% | +113.8% | 0.005% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,212,848 | $65.15M | 0.0% | -4.0% | 0.242% | |
7/19/2024 | Davis Investment Partners LLC | 23,295 | $1.26M | 0.5% | +34.4% | 0.005% | |
7/18/2024 | Gradient Investments LLC | 613 | $33K | 0.0% | +86.3% | 0.000% | |
7/18/2024 | Lakewood Asset Management LLC | 52,001 | $2.79M | 1.9% | -0.7% | 0.010% | |
7/18/2024 | Blue Trust Inc. | 1,069 | $56K | 0.0% | +164.0% | 0.000% | |
7/18/2024 | FPC Investment Advisory Inc. | 4,100 | $224K | 0.2% | -4.7% | 0.001% | |
7/18/2024 | Assenagon Asset Management S.A. | 182,534 | $9.81M | 0.0% | +234.7% | 0.036% | |
7/18/2024 | Swedbank AB | 1,393,650 | $74.87M | 0.1% | -0.3% | 0.278% | |
7/17/2024 | SOA Wealth Advisors LLC. | 1,489 | $80K | 0.0% | -11.0% | 0.000% | |
7/17/2024 | FSC Wealth Advisors LLC | 1,235 | $66K | 0.0% | N/A | 0.000% | |
7/17/2024 | SteelPeak Wealth LLC | 55,181 | $2.96M | 0.1% | -4.3% | 0.011% | |
7/17/2024 | Baader Bank Aktiengesellschaft | 4,055 | $217K | 0.0% | N/A | 0.001% | |
7/17/2024 | 180 Wealth Advisors LLC | 40,509 | $2.19M | 0.4% | N/A | 0.008% | |
7/17/2024 | Seed Wealth Management Inc. | 3,905 | $210K | 0.2% | N/A | 0.001% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 29,179 | $1.57M | 0.0% | +36.4% | 0.006% | |
7/16/2024 | PGGM Investments | 61,115 | $3.28M | 0.0% | +88.0% | 0.012% | |
7/16/2024 | V Square Quantitative Management LLC | 15,061 | $809K | 0.1% | +24.1% | 0.003% | |
7/16/2024 | Lodestone Wealth Management LLC | 27,659 | $1.49M | 0.8% | -3.8% | 0.006% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 11,159 | $599K | 0.0% | -8.2% | 0.002% | |
7/16/2024 | Diversified Trust Co | 94,788 | $5.09M | 0.1% | +5.8% | 0.019% | |
7/16/2024 | Friedenthal Financial | 942 | $51K | 0.0% | N/A | 0.000% | |
7/16/2024 | M&G Plc | 1,764,331 | $95.27M | 0.6% | -4.1% | 0.351% | |
7/16/2024 | Wedmont Private Capital | 6,882 | $373K | 0.0% | +13.1% | 0.001% | |
7/16/2024 | Sequoia Financial Advisors LLC | 13,458 | $723K | 0.0% | +6.5% | 0.003% | |
7/16/2024 | Alpha Cubed Investments LLC | 39,121 | $2.10M | 0.1% | N/A | 0.008% | |
7/16/2024 | LVW Advisors LLC | 5,823 | $313K | 0.0% | -22.0% | 0.001% | |
7/15/2024 | Occidental Asset Management LLC | 27,368 | $1.47M | 0.3% | +10.4% | 0.005% | |
7/15/2024 | Securian Asset Management Inc. | 29,094 | $1.56M | 0.0% | -4.8% | 0.006% | |
7/15/2024 | Czech National Bank | 96,424 | $5.18M | 0.1% | +5.6% | 0.019% | |
7/12/2024 | Gateway Investment Advisers LLC | 4,157 | $223K | 0.0% | -45.8% | 0.001% | |
7/12/2024 | SG Americas Securities LLC | 83,329 | $4.48M | 0.0% | -74.7% | 0.017% | |
7/12/2024 | QRG Capital Management Inc. | 106,854 | $5.74M | 0.1% | +3.2% | 0.021% | |
7/11/2024 | OLD National Bancorp IN | 5,642 | $303K | 0.0% | +14.3% | 0.001% | |
7/11/2024 | Manning & Napier Advisors LLC | 211,495 | $11.36M | 0.1% | N/A | 0.042% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,707 | $468K | 0.0% | -29.9% | 0.002% | |
7/11/2024 | Symmetry Partners LLC | 6,508 | $350K | 0.0% | +34.8% | 0.001% | |
7/11/2024 | Clarius Group LLC | 6,511 | $350K | 0.0% | -5.8% | 0.001% | |
7/10/2024 | Simplicity Wealth LLC | 46,986 | $2.52M | 0.1% | +5.4% | 0.009% | |
7/10/2024 | Valeo Financial Advisors LLC | 6,087 | $327K | 0.0% | +12.9% | 0.001% | |
7/10/2024 | Olstein Capital Management L.P. | 102,000 | $5.48M | 1.0% | -8.8% | 0.020% | |
7/10/2024 | Clean Yield Group | 1,015 | $55K | 0.0% | -17.1% | 0.000% | |
7/10/2024 | CWM LLC | 23,863 | $1.28M | 0.0% | +39.6% | 0.005% | |
7/10/2024 | AMF Tjanstepension AB | 190,842 | $10.26M | 0.1% | +9.5% | 0.038% | |
7/9/2024 | Park Avenue Securities LLC | 11,352 | $610K | 0.0% | +7.5% | 0.002% | |
7/9/2024 | Trust Co. of Vermont | 23,071 | $1.24M | 0.1% | -4.5% | 0.005% | |
7/9/2024 | Mather Group LLC. | 3,122 | $165K | 0.0% | -24.4% | 0.001% | |
7/8/2024 | Thompson Investment Management Inc. | 146,679 | $7.88M | 1.2% | -3.4% | 0.029% | |
7/8/2024 | Quent Capital LLC | 2,743 | $147K | 0.0% | -13.6% | 0.001% | |
7/8/2024 | Versant Capital Management Inc | 839 | $45K | 0.0% | +147.5% | 0.000% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 482 | $26K | 0.0% | N/A | 0.000% | |
7/5/2024 | HBW Advisory Services LLC | 4,206 | $226K | 0.0% | N/A | 0.001% | |
7/5/2024 | DNB Asset Management AS | 91,990 | $4.94M | 0.0% | +4.4% | 0.018% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 884 | $47K | 0.0% | +41.2% | 0.000% | |
7/2/2024 | First Hawaiian Bank | 9,396 | $505K | 0.0% | -33.7% | 0.002% | |
7/2/2024 | GAMMA Investing LLC | 6,017 | $323K | 0.0% | +123.7% | 0.001% | |
7/1/2024 | Cullen Investment Group LTD. | 4,127 | $222K | 0.0% | -19.1% | 0.001% | |
6/28/2024 | Quent Capital LLC | 3,173 | $167K | 0.0% | +6.8% | 0.001% | |
6/11/2024 | American Trust | 15,020 | $793K | 0.1% | N/A | 0.003% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 116,980 | $6.07M | 0.0% | -52.2% | 0.023% | |