4/18/2024 | Congress Wealth Management LLC DE | 140,389 | $25.96M | 0.4% | -1.1% | 0.379% | |
4/17/2024 | First Bank & Trust | 1,487 | $275K | 0.1% | N/A | 0.004% | |
4/16/2024 | Bouvel Investment Partners LLC | 18,315 | $3.39M | 1.5% | -0.5% | 0.049% | |
4/13/2024 | Wallace Advisory Group LLC | 2,357 | $457K | 0.3% | -6.9% | 0.006% | |
4/11/2024 | Congress Asset Management Co. MA | 843,310 | $155.93M | 1.1% | +1.5% | 2.274% | |
4/10/2024 | Park Avenue Securities LLC | 4,434 | $820K | 0.0% | +14.3% | 0.012% | |
|
4/5/2024 | GAMMA Investing LLC | 736 | $136K | 0.0% | +30.7% | 0.002% | |
4/5/2024 | Los Angeles Capital Management LLC | 21,046 | $3.89M | 0.0% | -0.9% | 0.057% | |
4/5/2024 | NBC Securities Inc. | 363 | $67K | 0.0% | +73.7% | 0.001% | |
4/4/2024 | Moody National Bank Trust Division | 13,605 | $2.52M | 0.2% | +5.6% | 0.037% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,215 | $1.21M | 0.0% | -7.2% | 0.017% | |
3/11/2024 | Vanguard Group Inc. | 4,288,681 | $831.32M | 0.0% | +0.9% | 11.600% | |
3/6/2024 | Alamar Capital Management LLC | 1,100 | $213K | 0.2% | N/A | 0.003% | |
3/5/2024 | Fisher Asset Management LLC | 82,627 | $16.02M | 0.0% | +23.3% | 0.223% | |
3/5/2024 | Wellington Management Group LLP | 341,875 | $66.27M | 0.0% | +23.0% | 0.925% | |
3/4/2024 | Congress Asset Management Co. MA | 830,913 | $161.06M | 1.3% | -2.0% | 2.248% | |
3/1/2024 | Goldman Sachs Group Inc. | 115,130 | $22.32M | 0.0% | +0.3% | 0.311% | |
2/28/2024 | American International Group Inc. | 19,979 | $3.87M | 0.0% | -0.8% | 0.054% | |
2/17/2024 | FIL Ltd | 5,000 | $969K | 0.0% | -16.7% | 0.014% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 451,006 | $87.42M | 0.0% | -1.6% | 1.229% | |
2/15/2024 | Riverbridge Partners LLC | 850,767 | $164.91M | 2.1% | -3.7% | 2.318% | |
2/15/2024 | Townsquare Capital LLC | 54,878 | $10.64M | 0.2% | +2.5% | 0.150% | |
2/15/2024 | NFJ Investment Group LLC | 15,660 | $3.04M | 0.1% | -8.5% | 0.043% | |
2/15/2024 | Legal & General Group Plc | 159,090 | $30.84M | 0.0% | -11.0% | 0.434% | |
2/15/2024 | Barclays PLC | 57,693 | $11.18M | 0.0% | +114.3% | 0.157% | |
2/15/2024 | Vanguard Group Inc. | 4,288,681 | $831.32M | 0.0% | +0.9% | 11.686% | |
2/15/2024 | Vident Advisory LLC | 1,690 | $328K | 0.0% | N/A | 0.005% | |
2/15/2024 | Nuveen Asset Management LLC | 295,447 | $57.27M | 0.0% | -11.4% | 0.805% | |
2/15/2024 | Osterweis Capital Management Inc. | 51,170 | $9.92M | 0.6% | -5.2% | 0.139% | |
2/15/2024 | Price T Rowe Associates Inc. MD | 451,006 | $87.42M | 0.0% | -1.6% | 1.229% | |
2/15/2024 | Profund Advisors LLC | 2,195 | $425K | 0.0% | +6.2% | 0.006% | |
2/15/2024 | Public Sector Pension Investment Board | 76,157 | $14.76M | 0.1% | +68.1% | 0.208% | |
2/15/2024 | Granahan Investment Management LLC | 324,480 | $62.90M | 2.1% | -23.6% | 0.884% | |
2/15/2024 | Bayesian Capital Management LP | 1,046 | $203K | 0.0% | N/A | 0.003% | |
2/15/2024 | Comerica Bank | 119,039 | $23.08M | 0.1% | -13.0% | 0.324% | |
2/14/2024 | Royal Bank of Canada | 290,903 | $56.39M | 0.0% | -0.1% | 0.793% | |
2/14/2024 | Pathstone Holdings LLC | 13,311 | $2.58M | 0.0% | N/A | 0.036% | |
2/14/2024 | Creative Planning | 5,146 | $998K | 0.0% | +63.5% | 0.014% | |
2/14/2024 | Putnam Investments LLC | 109,357 | $21.20M | 0.0% | +7.2% | 0.298% | |
2/14/2024 | Ethic Inc. | 1,432 | $278K | 0.0% | +10.4% | 0.004% | |
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2/14/2024 | BOKF NA | 886 | $172K | 0.0% | +10.6% | 0.002% | |
2/14/2024 | Icon Wealth Advisors LLC | 2,263 | $439K | 0.0% | N/A | 0.006% | |
2/14/2024 | MGO One Seven LLC | 5,707 | $1.11M | 0.1% | -11.4% | 0.016% | |
2/14/2024 | Balyasny Asset Management L.P. | 15,934 | $3.09M | 0.0% | -48.9% | 0.043% | |
2/14/2024 | State of Tennessee Treasury Department | 21,054 | $4.08M | 0.0% | -8.4% | 0.057% | |
2/14/2024 | Sei Investments Co. | 117,009 | $22.68M | 0.0% | -32.8% | 0.319% | |
2/14/2024 | Natixis Investment Managers International | 483 | $94K | 0.0% | -18.3% | 0.001% | |
2/14/2024 | Thematics Asset Management | 83,102 | $16.11M | 0.7% | +4.5% | 0.226% | |
2/14/2024 | Schroder Investment Management Group | 5,278 | $1.02M | 0.0% | -14.0% | 0.014% | |
2/13/2024 | Envestnet Asset Management Inc. | 189,987 | $36.83M | 0.0% | -2.7% | 0.518% | |
2/13/2024 | Stephens Inc. AR | 1,762 | $342K | 0.0% | -10.2% | 0.005% | |
2/13/2024 | First National Bank of Omaha | 3,229 | $626K | 0.0% | -3.7% | 0.009% | |
2/13/2024 | Northern Trust Corp | 477,721 | $92.60M | 0.0% | -2.7% | 1.302% | |
2/13/2024 | American International Group Inc. | 19,979 | $3.87M | 0.0% | -0.8% | 0.054% | |
2/13/2024 | Public Employees Retirement Association of Colorado | 4,476 | $868K | 0.0% | -77.7% | 0.012% | |
2/13/2024 | Cetera Advisor Networks LLC | 3,555 | $689K | 0.0% | -14.6% | 0.010% | |
2/13/2024 | Crossmark Global Holdings Inc. | 3,985 | $772K | 0.0% | -4.0% | 0.011% | |
2/13/2024 | Tower Research Capital LLC TRC | 6,457 | $1.25M | 0.0% | +162.9% | 0.018% | |
2/13/2024 | First Trust Advisors LP | 10,578 | $2.05M | 0.0% | -63.3% | 0.029% | |
2/13/2024 | Goldman Sachs Group Inc. | 115,130 | $22.32M | 0.0% | +0.3% | 0.314% | |
2/13/2024 | Stephens Investment Management Group LLC | 197,695 | $38.32M | 0.6% | -4.7% | 0.539% | |
2/13/2024 | The Manufacturers Life Insurance Company | 19,274 | $3.74M | 0.0% | -6.9% | 0.053% | |
2/13/2024 | Prudent Man Advisors LLC | 1,275 | $247K | 0.1% | -10.3% | 0.003% | |
2/13/2024 | KBC Group NV | 789 | $153K | 0.0% | -71.6% | 0.002% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 1,696 | $329K | 0.0% | N/A | 0.005% | |
2/13/2024 | APG Asset Management US Inc. | 96,880 | $18.78M | 0.1% | N/A | 0.264% | |
2/13/2024 | California State Teachers Retirement System | 38,785 | $7.52M | 0.0% | -4.0% | 0.106% | |
2/12/2024 | Alberta Investment Management Corp | 12,679 | $2.46M | 0.0% | -13.4% | 0.035% | |
2/12/2024 | Eagle Asset Management Inc. | 145,552 | $28.21M | 0.2% | -12.4% | 0.397% | |
2/12/2024 | Axiom Investors LLC DE | 130,556 | $25.31M | 0.2% | +183.0% | 0.356% | |
2/12/2024 | TFO Wealth Partners LLC | 1,981 | $388K | 0.0% | +98,950.0% | 0.005% | |
2/12/2024 | Focus Financial Network Inc. ADV | 17,518 | $3.40M | 0.1% | N/A | 0.048% | |
2/12/2024 | Stifel Financial Corp | 29,162 | $5.65M | 0.0% | -1.5% | 0.079% | |
2/12/2024 | TD Asset Management Inc | 9,200 | $1.78M | 0.0% | -32.8% | 0.025% | |
2/12/2024 | Parallel Advisors LLC | 338 | $66K | 0.0% | +52.9% | 0.001% | |
2/12/2024 | Hsbc Holdings PLC | 1,179 | $229K | 0.0% | -54.6% | 0.003% | |
2/9/2024 | Congress Wealth Management LLC DE | 141,953 | $27.52M | 0.5% | -0.2% | 0.387% | |
2/9/2024 | Advisory Services Network LLC | 657 | $127K | 0.0% | N/A | 0.002% | |
2/9/2024 | Orion Portfolio Solutions LLC | 3,321 | $598K | 0.0% | -25.1% | 0.009% | |
2/9/2024 | US Bancorp DE | 51,164 | $9.92M | 0.0% | -14.5% | 0.139% | |
2/9/2024 | King Luther Capital Management Corp | 4,680 | $907K | 0.0% | -22.8% | 0.013% | |
2/9/2024 | EverSource Wealth Advisors LLC | 589 | $114K | 0.0% | +10.5% | 0.002% | |
2/9/2024 | Franklin Resources Inc. | 176,400 | $34.19M | 0.0% | -0.7% | 0.481% | |
2/9/2024 | Renaissance Group LLC | 12,634 | $2.45M | 0.1% | +6.4% | 0.034% | |
2/9/2024 | O Neil Global Advisors Inc. | 1,153 | $223K | 0.1% | N/A | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 3,284 | $637K | 0.0% | -4.4% | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 113,152 | $21.93M | 0.0% | -7.2% | 0.308% | |
2/9/2024 | Coldstream Capital Management Inc. | 1,046 | $203K | 0.0% | N/A | 0.003% | |
2/9/2024 | Hillsdale Investment Management Inc. | 28,830 | $5.59M | 0.5% | -7.8% | 0.079% | |
2/9/2024 | UBS Group AG | 22,454 | $4.35M | 0.0% | +157.5% | 0.061% | |
Special FREE offer on stock hotsheets (Ad) These sheets tell you the exact day you should consider buying a stock… And the exact day you should consider selling it…
All based on TEN YEARS of historic data and trends.
For example, like January 6th through the 12th with Apple… It’s gone up every single year for the last decade.
Or like May 26th through June 11th with LULU… Again - it’s gone up every single year for the last decade.
Then there’s July 1st through the 21st with Walmart… What happened to WMT? Click here and I’ll show you |
2/9/2024 | PNC Financial Services Group Inc. | 6,215 | $1.21M | 0.0% | -7.2% | 0.017% | |
2/9/2024 | Norges Bank | 386,796 | $74.98M | 0.0% | N/A | 1.054% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 1,883 | $365K | 0.0% | -44.2% | 0.005% | |
2/8/2024 | Level Four Advisory Services LLC | 3,303 | $640K | 0.0% | -15.2% | 0.009% | |
2/8/2024 | Great Lakes Advisors LLC | 8,302 | $1.61M | 0.0% | -0.7% | 0.023% | |
2/8/2024 | Lindenwold Advisors INC | 2,001 | $388K | 0.2% | -15.4% | 0.005% | |
2/8/2024 | EFG Asset Management North America Corp. | 10,851 | $2.10M | 0.4% | -2.4% | 0.030% | |
2/8/2024 | Quadrant Capital Group LLC | 1,683 | $326K | 0.0% | +12.6% | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 2,011 | $390K | 0.0% | -3.1% | 0.005% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 5,023 | $974K | 0.0% | +10.8% | 0.014% | |