4/24/2024 | Assenagon Asset Management S.A. | 1,717 | $280K | 0.0% | -60.6% | 0.091% | |
4/12/2024 | Bridge City Capital LLC | 1,877 | $306K | 0.1% | +17.9% | 0.099% | |
2/14/2024 | Third Avenue Management LLC | 39,164 | $6.35M | 1.0% | +32.3% | 2.072% | |
2/13/2024 | Oppenheimer & Co. Inc. | 9,790 | $1.59M | 0.0% | +2.8% | 0.518% | |
2/13/2024 | Tower Research Capital LLC TRC | 214 | $35K | 0.0% | +60.9% | 0.011% | |
2/9/2024 | Franklin Resources Inc. | 10,724 | $1.74M | 0.0% | +34.9% | 0.567% | |
|
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 1,250 | $203K | 0.0% | N/A | 0.066% | |
2/2/2024 | Private Management Group Inc. | 1,292 | $209K | 0.0% | N/A | 0.068% | |
1/26/2024 | GHP Investment Advisors Inc. | 2,960 | $480K | 0.0% | -19.7% | 0.157% | |
1/25/2024 | Nisa Investment Advisors LLC | 600 | $97K | 0.0% | N/A | 0.032% | |
1/23/2024 | DAVENPORT & Co LLC | 1,300 | $211K | 0.0% | N/A | 0.069% | |
1/18/2024 | Franklin Street Advisors Inc. NC | 1,250 | $203K | 0.0% | N/A | 0.066% | |
1/17/2024 | Assenagon Asset Management S.A. | 4,361 | $707K | 0.0% | N/A | 0.231% | |
1/10/2024 | Sound Income Strategies LLC | 1,165 | $189K | 0.0% | N/A | 0.062% | |
11/15/2023 | Third Avenue Management LLC | 29,599 | $4.37M | 0.7% | +343.6% | 1.566% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 2,328 | $345K | 0.0% | +26.9% | 0.123% | |
11/9/2023 | Blair William & Co. IL | 1,384 | $205K | 0.0% | N/A | 0.073% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 2,055 | $304K | 0.0% | -24.7% | 0.109% | |
10/24/2023 | Bank of New York Mellon Corp | 7,011 | $1.04M | 0.0% | +1.6% | 0.371% | |
10/17/2023 | GHP Investment Advisors Inc. | 3,686 | $532K | 0.0% | -6.0% | 0.195% | |
9/21/2023 | Barclays PLC | 847 | $123K | 0.0% | -43.9% | 0.045% | |
8/14/2023 | Wallace Capital Management Inc. | 7,438 | $1.09M | 0.2% | +1.7% | 0.394% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 1,835 | $268K | 0.0% | -35.2% | 0.097% | |
8/9/2023 | Baker Ellis Asset Management LLC | 3,175 | $464K | 0.1% | +6.7% | 0.167% | |
8/7/2023 | Royce & Associates LP | 2,450 | $358K | 0.0% | -16.0% | 0.129% | |
8/3/2023 | Oppenheimer & Co. Inc. | 9,509 | $1.39M | 0.0% | +4.5% | 0.500% | |
7/27/2023 | EA Series Trust | 3,534 | $516K | 0.0% | N/A | 0.186% | |
7/26/2023 | National Bank of Canada FI | 360 | $51K | 0.0% | -30.8% | 0.019% | |
7/25/2023 | Assenagon Asset Management S.A. | 5,484 | $801K | 0.0% | N/A | 0.289% | |
5/23/2023 | Royce & Associates LP | 2,917 | $440K | 0.0% | N/A | 0.154% | |
5/9/2023 | Russell Investments Group Ltd. | 2,472 | $373K | 0.0% | N/A | 0.113% | |
5/8/2023 | Bailard Inc. | 1,760 | $266K | 0.0% | N/A | 0.080% | |
5/4/2023 | Royce & Associates LP | 2,917 | $440K | 0.0% | N/A | 0.133% | |
3/23/2023 | MetLife Investment Management LLC | 690 | $102K | 0.0% | N/A | 0.036% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 2,380 | $351K | 0.0% | N/A | 0.125% | |
2/9/2023 | Dimensional Fund Advisors LP | 90,747 | $13.39M | 0.0% | +2.0% | 4.776% | |
2/8/2023 | Oppenheimer & Co. Inc. | 9,119 | $1.35M | 0.0% | +3.4% | 0.480% | |
11/15/2022 | Baker Ellis Asset Management LLC | 2,975 | $419K | 0.1% | +15.5% | 0.157% | |
11/14/2022 | Oppenheimer & Co. Inc. | 8,819 | $1.24M | 0.0% | +4.8% | 0.465% | |
11/2/2022 | Seizert Capital Partners LLC | 3,733 | $526K | 0.0% | -25.7% | 0.197% | |
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10/28/2022 | GHP Investment Advisors Inc. | 4,505 | $635K | 0.0% | -5.4% | 0.237% | |
10/18/2022 | Bailard Inc. | 1,661 | $234K | 0.0% | -15.3% | 0.088% | |
8/8/2022 | Oppenheimer & Co. Inc. | 8,419 | $1.32M | 0.0% | +6.3% | 0.444% | |
7/28/2022 | Whittier Trust Co. of Nevada Inc. | 2,800 | $439K | 0.0% | -11.9% | 0.148% | |
7/27/2022 | Assenagon Asset Management S.A. | 1,464 | $230K | 0.0% | +30.6% | 0.077% | |
7/25/2022 | Allspring Global Investments Holdings LLC | 192 | $30K | 0.0% | -70.3% | 0.010% | |
6/30/2022 | Amalgamated Bank | 166 | $34K | 0.0% | N/A | 0.009% | |
5/12/2022 | Oppenheimer & Co. Inc. | 7,919 | $1.61M | 0.0% | +6.0% | 0.417% | |
5/11/2022 | Walthausen & Co. LLC | 10,342 | $2.10M | 0.6% | +0.7% | 0.545% | |
5/4/2022 | Baker Ellis Asset Management LLC | 2,575 | $523K | 0.1% | +8.4% | 0.136% | |
5/2/2022 | DAVENPORT & Co LLC | 1,300 | $264K | 0.0% | -43.5% | 0.069% | |
4/25/2022 | Cornerstone Wealth Group LLC | 1,950 | $396K | 0.1% | N/A | 0.103% | |
4/25/2022 | Assenagon Asset Management S.A. | 1,121 | $228K | 0.0% | -28.6% | 0.059% | |
4/20/2022 | Canal Capital Management LLC | 1,000 | $203K | 0.1% | N/A | 0.053% | |
4/18/2022 | Insight Folios Inc | 2,161 | $439K | 0.2% | N/A | 0.114% | |
4/4/2022 | Dixon Hughes Goodman Wealth Advisors LLC | 2,937 | $597K | 0.2% | N/A | 0.155% | |
2/14/2022 | GHP Investment Advisors Inc. | 4,791 | $945K | 0.1% | +1.4% | 0.253% | |
2/11/2022 | Renaissance Technologies LLC | 22,600 | $4.46M | 0.0% | -3.4% | 1.193% | |
2/10/2022 | Acadian Asset Management LLC | 212 | $41K | 0.0% | N/A | 0.011% | |
2/10/2022 | HighTower Advisors LLC | 1,155 | $228K | 0.0% | N/A | 0.061% | |
2/9/2022 | BNP Paribas Arbitrage SA | 512 | $101K | 0.0% | +60.0% | 0.027% | |
2/9/2022 | Dimensional Fund Advisors LP | 88,495 | $17.45M | 0.0% | -1.8% | 4.672% | |
2/8/2022 | Northern Trust Corp | 13,485 | $2.66M | 0.0% | -2.0% | 0.712% | |
2/1/2022 | Assenagon Asset Management S.A. | 1,571 | $310K | 0.0% | N/A | 0.083% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 813 | $160K | 0.0% | N/A | 0.043% | |
1/27/2022 | Dorsey Wright & Associates | 257 | $51K | 0.0% | N/A | 0.014% | |
1/24/2022 | National Bank of Canada FI | 520 | $101K | 0.0% | N/A | 0.027% | |
1/24/2022 | Strs Ohio | 3,500 | $690K | 0.0% | -14.6% | 0.185% | |
1/19/2022 | Whittier Trust Co. of Nevada Inc. | 3,180 | $627K | 0.0% | -7.8% | 0.168% | |
11/16/2021 | Captrust Financial Advisors | 316 | $58K | 0.0% | N/A | 0.017% | |
11/16/2021 | Metropolitan Life Insurance Co NY | 360 | $66K | 0.0% | N/A | 0.019% | |
11/15/2021 | Dimensional Fund Advisors LP | 90,113 | $16.46M | 0.0% | -0.9% | 4.758% | |
11/15/2021 | Martingale Asset Management L P | 1,100 | $201K | 0.0% | N/A | 0.058% | |
11/12/2021 | Renaissance Technologies LLC | 23,400 | $4.27M | 0.0% | +0.4% | 1.235% | |
11/12/2021 | Hsbc Holdings PLC | 1,658 | $310K | 0.0% | +6.8% | 0.088% | |
11/12/2021 | GHP Investment Advisors Inc. | 4,727 | $863K | 0.1% | +4.7% | 0.250% | |
11/12/2021 | Oppenheimer & Co. Inc. | 7,469 | $1.36M | 0.0% | +7.2% | 0.394% | |
11/12/2021 | Geode Capital Management LLC | 23,519 | $4.29M | 0.0% | +2.1% | 1.242% | |
11/10/2021 | Citigroup Inc. | 450 | $82K | 0.0% | +24.3% | 0.024% | |
11/10/2021 | O Shaughnessy Asset Management LLC | 750 | $137K | 0.0% | -38.1% | 0.040% | |
11/9/2021 | Barclays PLC | 1,568 | $286K | 0.0% | +39.3% | 0.083% | |
11/9/2021 | BlackRock Inc. | 108,843 | $19.88M | 0.0% | -4.0% | 5.759% | |
11/4/2021 | Wilbanks Smith & Thomas Asset Management LLC | 1,250 | $228K | 0.0% | N/A | 0.066% | |
11/4/2021 | Deutsche Bank AG | 751 | $137K | 0.0% | -7.9% | 0.040% | |
11/3/2021 | Seizert Capital Partners LLC | 5,026 | $918K | 0.0% | -4.7% | 0.266% | |
11/2/2021 | New York State Common Retirement Fund | 1,307 | $239K | 0.0% | -77.0% | 0.069% | |
11/1/2021 | SG Americas Securities LLC | 835 | $152K | 0.0% | N/A | 0.044% | |
11/1/2021 | Whittier Trust Co. of Nevada Inc. | 3,450 | $630K | 0.0% | -7.0% | 0.182% | |
10/27/2021 | Aspiriant LLC | 7,185 | $1.31M | 0.1% | N/A | 0.379% | |
10/22/2021 | Franklin Street Advisors Inc. NC | 1,250 | $228K | 0.0% | N/A | 0.066% | |
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As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea. Click here to find out what to do. |
10/22/2021 | Strs Ohio | 4,100 | $748K | 0.0% | -6.8% | 0.216% | |
8/17/2021 | Wells Fargo & Company MN | 18,000 | $3.14M | 0.0% | -25.6% | 0.950% | |
8/17/2021 | Millennium Management LLC | 4,844 | $846K | 0.0% | +36.4% | 0.256% | |
8/16/2021 | Bank of America Corp DE | 7,379 | $1.29M | 0.0% | -10.1% | 0.390% | |
8/16/2021 | California State Teachers Retirement System | 1,784 | $312K | 0.0% | -8.8% | 0.094% | |
8/16/2021 | First Trust Advisors LP | 3,655 | $638K | 0.0% | -3.3% | 0.193% | |
8/16/2021 | Royal Bank of Canada | 4,372 | $764K | 0.0% | +3.5% | 0.231% | |
8/16/2021 | Morgan Stanley | 1,007 | $176K | 0.0% | +60.6% | 0.053% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 5,702 | $996K | 0.0% | +5.2% | 0.301% | |
8/16/2021 | State Street Corp | 24,218 | $4.23M | 0.0% | +9.0% | 1.279% | |