4/11/2025 | IAM Advisory LLC | 82,677 | $1.22M | 0.3% | -56.1% | 0.422% | |
4/8/2025 | Rhumbline Advisers | 29,246 | $433K | 0.0% | -4.2% | 0.149% | |
4/7/2025 | GAMMA Investing LLC | 3,421 | $51K | 0.0% | +6,607.8% | 0.017% | |
3/24/2025 | Wellington Management Group LLP | 704,948 | $9.92M | 0.0% | -15.7% | 3.602% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,653 | $178K | 0.0% | +9.6% | 0.065% | |
2/17/2025 | Squarepoint Ops LLC | 12,082 | $170K | 0.0% | N/A | 0.062% | |
2/17/2025 | Two Sigma Investments LP | 54,701 | $770K | 0.0% | -8.3% | 0.280% | |
2/17/2025 | Two Sigma Advisers LP | 62,600 | $881K | 0.0% | +16.8% | 0.320% | |
2/17/2025 | Man Group plc | 20,105 | $283K | 0.0% | +71.0% | 0.103% | |
2/17/2025 | Nuveen Asset Management LLC | 33,740 | $475K | 0.0% | -9.6% | 0.172% | |
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2/17/2025 | Millennium Management LLC | 33,052 | $465K | 0.0% | -34.4% | 0.169% | |
2/17/2025 | Bridgeway Capital Management LLC | 173,954 | $2.45M | 0.1% | +2.5% | 0.889% | |
2/17/2025 | Bank of America Corp DE | 52,132 | $733K | 0.0% | +13.5% | 0.266% | |
2/17/2025 | BNP Paribas Financial Markets | 5,792 | $81K | 0.0% | -60.9% | 0.030% | |
2/14/2025 | Northern Trust Corp | 183,624 | $2.58M | 0.0% | +3.6% | 0.938% | |
2/14/2025 | MetLife Investment Management LLC | 12,924 | $182K | 0.0% | +19.0% | 0.066% | |
2/14/2025 | Dimensional Fund Advisors LP | 890,493 | $12.53M | 0.0% | +2.7% | 4.550% | |
2/14/2025 | First Trust Advisors LP | 15,316 | $215K | 0.0% | N/A | 0.078% | |
2/14/2025 | Banc Funds Co. LLC | 1,499,192 | $21.09M | 2.3% | -0.3% | 7.661% | |
2/13/2025 | Fourthstone LLC | 34,100 | $480K | 0.1% | +160.6% | 0.174% | |
2/13/2025 | Barclays PLC | 56,666 | $797K | 0.0% | +8.0% | 0.290% | |
2/13/2025 | Martingale Asset Management L P | 13,228 | $186K | 0.0% | N/A | 0.068% | |
2/13/2025 | Renaissance Technologies LLC | 64,756 | $911K | 0.0% | -2.4% | 0.331% | |
2/13/2025 | Wells Fargo & Company MN | 12,452 | $175K | 0.0% | +27.6% | 0.064% | |
2/12/2025 | Foundry Partners LLC | 143,350 | $2.02M | 0.1% | +22.1% | 0.732% | |
2/12/2025 | Trexquant Investment LP | 44,020 | $619K | 0.0% | +73.1% | 0.225% | |
2/12/2025 | Geode Capital Management LLC | 463,961 | $6.53M | 0.0% | -1.1% | 2.371% | |
2/12/2025 | Alliancebernstein L.P. | 890,825 | $12.53M | 0.0% | +3.1% | 4.552% | |
2/12/2025 | Wellington Management Group LLP | 704,948 | $9.92M | 0.0% | -15.7% | 3.602% | |
2/12/2025 | JPMorgan Chase & Co. | 76,592 | $1.08M | 0.0% | +112.1% | 0.391% | |
2/11/2025 | Corebridge Financial Inc. | 10,481 | $147K | 0.0% | -7.0% | 0.054% | |
2/11/2025 | Vanguard Group Inc. | 1,202,830 | $16.92M | 0.0% | -4.1% | 6.146% | |
2/11/2025 | Hillsdale Investment Management Inc. | 10,700 | $151K | 0.0% | -33.7% | 0.055% | |
2/10/2025 | Picton Mahoney Asset Management | 2,182 | $31K | 0.0% | N/A | 0.011% | |
2/10/2025 | Connor Clark & Lunn Investment Management Ltd. | 144,493 | $2.03M | 0.0% | +89.5% | 0.738% | |
2/5/2025 | Bailard Inc. | 28,286 | $398K | 0.0% | N/A | 0.145% | |
2/4/2025 | PL Capital Advisors LLC | 6,737,940 | $94.80M | 1.1% | +1,307.0% | 34.430% | |
2/4/2025 | Bank of New York Mellon Corp | 103,022 | $1.45M | 0.0% | -5.0% | 0.526% | |
2/3/2025 | Private Advisor Group LLC | 16,190 | $228K | 0.0% | -40.6% | 0.083% | |
1/30/2025 | Rhumbline Advisers | 30,535 | $430K | 0.0% | +2.4% | 0.156% | |
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1/28/2025 | Empowered Funds LLC | 88,724 | $1.25M | 0.0% | +5.0% | 0.453% | |
1/17/2025 | SG Americas Securities LLC | 9,419 | $133K | 0.0% | +26.7% | 0.048% | |
1/15/2025 | IAM Advisory LLC | 188,198 | $2.65M | 0.7% | +0.4% | 0.962% | |
1/13/2025 | FNY Investment Advisers LLC | 7,000 | $98K | 0.1% | N/A | 0.036% | |
12/26/2024 | JPMorgan Chase & Co. | 36,112 | $549K | 0.0% | +217.7% | 0.185% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 254,719 | $3.87M | 0.1% | N/A | 1.302% | |
11/19/2024 | Barclays PLC | 52,462 | $797K | 0.0% | +64.7% | 0.268% | |
11/16/2024 | Geode Capital Management LLC | 469,214 | $7.13M | 0.0% | +1.1% | 2.398% | |
11/15/2024 | Barclays PLC | 52,462 | $797K | 0.0% | +64.7% | 0.268% | |
11/15/2024 | Jane Street Group LLC | 14,737 | $224K | 0.0% | -24.4% | 0.075% | |
11/15/2024 | Wellington Management Group LLP | 835,748 | $12.70M | 0.0% | +24.0% | 4.271% | |
11/15/2024 | State Street Corp | 384,047 | $5.84M | 0.0% | +6.2% | 1.962% | |
11/14/2024 | Fourthstone LLC | 13,087 | $199K | 0.0% | N/A | 0.067% | |
11/13/2024 | BNP Paribas Financial Markets | 14,826 | $225K | 0.0% | -59.3% | 0.076% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 60,582 | $921K | 0.0% | +3.6% | 0.310% | |
11/9/2024 | Foundry Partners LLC | 117,385 | $1.78M | 0.1% | +20.2% | 0.600% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 76,233 | $1.16M | 0.0% | N/A | 0.390% | |
11/8/2024 | Segall Bryant & Hamill LLC | 72,764 | $1.11M | 0.0% | +2.1% | 0.372% | |
11/6/2024 | Empowered Funds LLC | 84,509 | $1.29M | 0.0% | +5.3% | 0.432% | |
11/5/2024 | GSA Capital Partners LLP | 19,346 | $294K | 0.0% | N/A | 0.099% | |
11/1/2024 | PFS Partners LLC | 29,925 | $455K | 0.3% | -7.0% | 0.153% | |
10/10/2024 | Inspire Investing LLC | 54,402 | $827K | 0.1% | N/A | 0.278% | |
10/7/2024 | IAM Advisory LLC | 187,430 | $2.85M | 0.7% | +0.4% | 0.958% | |
10/3/2024 | SG Americas Securities LLC | 7,437 | $113K | 0.0% | N/A | 0.038% | |
8/12/2024 | Hsbc Holdings PLC | 12,828 | $162K | 0.0% | N/A | 0.066% | |
8/9/2024 | Renaissance Technologies LLC | 59,888 | $763K | 0.0% | -1.5% | 0.306% | |
8/9/2024 | Dimensional Fund Advisors LP | 834,690 | $10.63M | 0.0% | +4.8% | 4.265% | |
8/8/2024 | American Century Companies Inc. | 138,900 | $1.77M | 0.0% | -1.2% | 0.710% | |
8/5/2024 | Foundry Partners LLC | 97,650 | $1.24M | 0.1% | +14.8% | 0.499% | |
7/31/2024 | Commonwealth Equity Services LLC | 16,777 | $214K | 0.0% | -7.8% | 0.086% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 21,935 | $279K | 0.0% | +1,377.1% | 0.112% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 5,606 | $71K | 0.0% | N/A | 0.029% | |
7/26/2024 | Bank of New York Mellon Corp | 124,213 | $1.58M | 0.0% | +9.3% | 0.635% | |
7/13/2024 | IAM Advisory LLC | 186,682 | $2.38M | 0.6% | +0.5% | 0.954% | |
7/1/2024 | Capital Market Strategies LLC | 347,313 | $4.43M | 2.8% | +4.7% | 1.775% | |
5/16/2024 | California State Teachers Retirement System | 2,051 | $28K | 0.0% | -38.9% | 0.010% | |
5/15/2024 | Quadrature Capital Ltd | 20,570 | $283K | 0.0% | N/A | 0.105% | |
5/10/2024 | Vanguard Group Inc. | 1,208,998 | $16.61M | 0.0% | +0.6% | 6.178% | |
5/8/2024 | Russell Investments Group Ltd. | 93,879 | $1.29M | 0.0% | -18.4% | 0.480% | |
5/7/2024 | Empowered Funds LLC | 74,461 | $1.02M | 0.0% | +8.1% | 0.380% | |
5/2/2024 | PL Capital Advisors LLC | 478,887 | $6.58M | 2.5% | -4.0% | 2.447% | |
5/1/2024 | BNP Paribas Financial Markets | 10,013 | $138K | 0.0% | +88.0% | 0.051% | |
5/1/2024 | Private Advisor Group LLC | 26,856 | $369K | 0.0% | +14.2% | 0.137% | |
4/19/2024 | Denali Advisors LLC | 21,300 | $293K | 0.1% | N/A | 0.109% | |
3/5/2024 | Wellington Management Group LLP | 673,987 | $9.91M | 0.0% | +0.6% | 3.444% | |
2/14/2024 | BlackBarn Capital Partners LP | 120,000 | $1.76M | 0.6% | N/A | 0.613% | |
2/13/2024 | Banc Funds Co. LLC | 1,690,908 | $24.86M | 2.5% | -1.7% | 8.640% | |
2/6/2024 | Private Advisor Group LLC | 23,511 | $346K | 0.0% | +12.7% | 0.120% | |
2/5/2024 | Russell Investments Group Ltd. | 115,018 | $1.69M | 0.0% | +22.5% | 0.588% | |
2/2/2024 | PL Capital Advisors LLC | 498,887 | $7.33M | 2.5% | -10.1% | 2.549% | |
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He's been dubbed Trump's "first buddy."
Trump himself said Musk was a "once-in-a-generation industry leader."
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2/2/2024 | Bryn Mawr Capital Management LLC | 44,559 | $655K | 0.0% | -46.2% | 0.228% | |
2/1/2024 | Foundry Partners LLC | 85,480 | $1.26M | 0.1% | -1.8% | 0.437% | |
1/30/2024 | Strs Ohio | 20,000 | $294K | 0.0% | -59.4% | 0.102% | |
1/12/2024 | SG Americas Securities LLC | 11,195 | $165K | 0.0% | N/A | 0.057% | |
1/12/2024 | IAM Advisory LLC | 184,986 | $2.72M | 0.9% | +0.5% | 0.945% | |
11/14/2023 | Minerva Advisors LLC | 41,143 | $443K | 0.3% | N/A | 0.210% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 82,748 | $892K | 0.1% | N/A | 0.423% | |
11/7/2023 | New York State Common Retirement Fund | 9,550 | $103K | 0.0% | +766.6% | 0.049% | |
11/7/2023 | Barclays PLC | 29,143 | $313K | 0.0% | -17.0% | 0.149% | |
11/6/2023 | PL Capital Advisors LLC | 555,125 | $5.98M | 2.4% | N/A | 2.837% | |