7/26/2024 | Avion Wealth | 9,258 | $450K | 0.1% | -18.7% | 0.003% | |
7/26/2024 | Harbour Investments Inc. | 4,126 | $201K | 0.0% | -12.8% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 53,227 | $2.59M | 0.0% | +41.9% | 0.016% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 675,919 | $32.89M | 0.1% | +217.4% | 0.206% | |
7/26/2024 | AlphaCentric Advisors LLC | 5,402 | $263K | 0.2% | -20.9% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 1,604,000 | $78.05M | 0.0% | -1.7% | 0.488% | |
|
7/25/2024 | Raymond James Trust N.A. | 35,448 | $1.73M | 0.0% | -5.6% | 0.011% | |
7/25/2024 | Calamos Advisors LLC | 627,031 | $30.51M | 0.1% | -26.8% | 0.191% | |
7/24/2024 | Retirement Systems of Alabama | 584,971 | $28.47M | 0.1% | -5.0% | 0.178% | |
7/24/2024 | JB Capital LLC | 6,460 | $314K | 0.0% | -7.7% | 0.002% | |
7/24/2024 | New York State Teachers Retirement System | 325,710 | $15.85M | 0.0% | -4.3% | 0.099% | |
7/24/2024 | Louisiana State Employees Retirement System | 18,600 | $905K | 0.0% | -2.6% | 0.006% | |
7/24/2024 | U S Global Investors Inc. | 2,878,821 | $152.55M | 14.4% | -9.3% | 0.875% | |
7/23/2024 | XML Financial LLC | 11,140 | $542K | 0.1% | -6.9% | 0.003% | |
7/22/2024 | Fifth Third Bancorp | 12,781 | $622K | 0.0% | -2.6% | 0.004% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 179,512 | $8.74M | 0.0% | -1.2% | 0.055% | |
7/22/2024 | Liberty One Investment Management LLC | 3,158 | $154K | 0.0% | -31.7% | 0.001% | |
7/20/2024 | Neo Ivy Capital Management | 59,332 | $2.89M | 0.6% | N/A | 0.018% | |
7/19/2024 | Chapin Davis Inc. | 13,150 | $640K | 0.2% | +25.8% | 0.004% | |
7/19/2024 | Raymond James & Associates | 241,611 | $11.76M | 0.0% | +46.7% | 0.073% | |
7/19/2024 | Solitude Financial Services | 5,300 | $258K | 0.1% | -22.6% | 0.002% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 33,836 | $1.65M | 0.0% | +1.0% | 0.010% | |
7/19/2024 | TCW Group Inc. | 46,276 | $2.25M | 0.0% | +37.9% | 0.014% | |
7/18/2024 | Assenagon Asset Management S.A. | 477,050 | $23.21M | 0.1% | N/A | 0.145% | |
7/17/2024 | Clear Harbor Asset Management LLC | 17,540 | $853K | 0.1% | -11.5% | 0.005% | |
7/17/2024 | SteelPeak Wealth LLC | 5,906 | $287K | 0.0% | +28.9% | 0.002% | |
7/17/2024 | 180 Wealth Advisors LLC | 14,655 | $669K | 0.1% | +5.8% | 0.004% | |
7/16/2024 | V Square Quantitative Management LLC | 6,470 | $315K | 0.1% | +71.8% | 0.002% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 20,289 | $987K | 0.0% | +4.5% | 0.006% | |
7/16/2024 | Friedenthal Financial | 15,045 | $732K | 0.5% | N/A | 0.005% | |
7/15/2024 | Securian Asset Management Inc. | 18,875 | $918K | 0.0% | -2.2% | 0.006% | |
7/15/2024 | Czech National Bank | 62,656 | $3.05M | 0.0% | +8.6% | 0.019% | |
7/12/2024 | QRG Capital Management Inc. | 76,227 | $3.71M | 0.0% | -32.8% | 0.023% | |
7/12/2024 | Carolina Wealth Advisors LLC | 12,185 | $593K | 0.3% | +12.2% | 0.004% | |
7/12/2024 | Avondale Wealth Management | 16,750 | $815K | 0.6% | +17.5% | 0.005% | |
7/11/2024 | OLD National Bancorp IN | 152,084 | $7.40M | 0.2% | +1.5% | 0.046% | |
7/11/2024 | ACT Wealth Management LLC | 4,175 | $203K | 0.1% | -18.7% | 0.001% | |
7/10/2024 | Simplicity Wealth LLC | 6,598 | $321K | 0.0% | -10.1% | 0.002% | |
7/10/2024 | Valeo Financial Advisors LLC | 5,012 | $244K | 0.0% | -13.5% | 0.002% | |
7/10/2024 | CWM LLC | 7,580 | $369K | 0.0% | -13.1% | 0.002% | |
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 |
7/10/2024 | Apella Capital LLC | 34,714 | $1.64M | 0.1% | +13.6% | 0.011% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 4,594 | $224K | 0.0% | N/A | 0.001% | |
7/9/2024 | Halpern Financial Inc. | 1,250 | $61K | 0.0% | N/A | 0.000% | |
7/9/2024 | Mather Group LLC. | 1,174 | $56K | 0.0% | +26.6% | 0.000% | |
7/9/2024 | Burns Matteson Capital Management LLC | 8,068 | $393K | 0.2% | -16.4% | 0.002% | |
7/8/2024 | Douglas Lane & Associates LLC | 508,696 | $24.75M | 0.4% | -2.7% | 0.155% | |
7/2/2024 | GAMMA Investing LLC | 4,195 | $204K | 0.0% | +55.5% | 0.001% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 20,488 | $959K | 0.0% | +1.4% | 0.006% | |
5/28/2024 | Teachers Retirement System of The State of Kentucky | 26,835 | $1.29M | 0.0% | -94.7% | 0.008% | |
5/24/2024 | Cetera Advisors LLC | 12,887 | $617K | 0.0% | N/A | 0.004% | |
5/24/2024 | Cetera Investment Advisers | 48,021 | $2.30M | 0.0% | +266.3% | 0.015% | |
5/24/2024 | PGGM Investments | 6,831 | $327K | 0.0% | N/A | 0.002% | |
5/17/2024 | Wahed Invest LLC | 1,591 | $76K | 0.0% | +13.7% | 0.000% | |
5/17/2024 | Heartland Bank & Trust Co | 5,117 | $245K | 0.1% | N/A | 0.002% | |
5/17/2024 | XML Financial LLC | 11,970 | $573K | 0.1% | +2.3% | 0.004% | |
5/17/2024 | Comerica Bank | 52,457 | $2.51M | 0.0% | +8.3% | 0.016% | |
5/17/2024 | Tidal Investments LLC | 17,429 | $835K | 0.0% | +16.4% | 0.005% | |
5/16/2024 | California State Teachers Retirement System | 34,798 | $1.67M | 0.0% | -38.6% | 0.011% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 5,224 | $250K | 0.0% | -7.9% | 0.002% | |
5/16/2024 | Elkhorn Partners Limited Partnership | 820 | $39K | 0.0% | -48.1% | 0.000% | |
5/16/2024 | Interval Partners LP | 2,158,604 | $103.35M | 2.9% | N/A | 0.657% | |
5/16/2024 | Bayesian Capital Management LP | 22,494 | $1.08M | 0.1% | -45.4% | 0.007% | |
5/15/2024 | Appian Way Asset Management LP | 239,069 | $11.45M | 3.0% | N/A | 0.073% | |
5/15/2024 | Public Employees Retirement System of Ohio | 177,359 | $8.49M | 0.0% | -8.1% | 0.054% | |
5/15/2024 | NWI Management LP | 235,000 | $11.25M | 0.3% | -37.3% | 0.071% | |
5/15/2024 | Kentucky Retirement Systems Insurance Trust Fund | 10,825 | $518K | 0.0% | -7.4% | 0.003% | |
5/15/2024 | Kentucky Retirement Systems | 24,911 | $1.19M | 0.0% | -5.1% | 0.008% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 1,161,931 | $55.63M | 0.0% | +5.9% | 0.353% | |
5/15/2024 | BOKF NA | 58,618 | $2.78M | 0.1% | +17.7% | 0.018% | |
5/15/2024 | Senator Investment Group LP | 750,000 | $35.91M | 1.6% | N/A | 0.228% | |
5/14/2024 | Canada Pension Plan Investment Board | 713,800 | $34.18M | 0.0% | +452.0% | 0.217% | |
5/14/2024 | Capital World Investors | 11,321,871 | $542.09M | 0.1% | +0.1% | 3.443% | |
5/14/2024 | Capital International Sarl | 35,483 | $1.70M | 0.1% | +5.6% | 0.011% | |
5/14/2024 | Toronto Dominion Bank | 174,591 | $8.36M | 0.0% | +8.3% | 0.053% | |
5/14/2024 | Capital International Inc. CA | 4,538 | $217K | 0.0% | N/A | 0.001% | |
5/14/2024 | Capital International Investors | 18,502,761 | $885.91M | 0.2% | +2.4% | 5.627% | |
5/14/2024 | Capital Group Private Client Services Inc. | 540,029 | $25.86M | 0.3% | +36.6% | 0.164% | |
5/14/2024 | Advisors Asset Management Inc. | 25,873 | $1.24M | 0.0% | +9.8% | 0.008% | |
5/14/2024 | Crewe Advisors LLC | 658 | $32K | 0.0% | N/A | 0.000% | |
5/14/2024 | Burns Matteson Capital Management LLC | 9,649 | $462K | 0.3% | -38.3% | 0.003% | |
5/14/2024 | Natixis | 229,104 | $10.97M | 0.1% | +1,222.5% | 0.070% | |
5/14/2024 | American International Group Inc. | 85,772 | $4.11M | 0.0% | -0.3% | 0.026% | |
5/14/2024 | National Bank of Canada FI | 629,879 | $33.21M | 0.1% | +136.4% | 0.192% | |
5/13/2024 | Bessemer Group Inc. | 5,471 | $261K | 0.0% | +47.4% | 0.002% | |
5/13/2024 | UniSuper Management Pty Ltd | 20,363 | $975K | 0.0% | +1,155.4% | 0.006% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 21,063 | $1.01M | 0.0% | -5.3% | 0.006% | |
5/11/2024 | Covestor Ltd | 2,550 | $122K | 0.1% | -11.2% | 0.001% | |
5/11/2024 | Capital Wealth Alliance LLC | 4,679 | $224K | 0.1% | N/A | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 6,548 | $314K | 0.0% | N/A | 0.002% | |
5/10/2024 | Vanguard Group Inc. | 36,740,975 | $1.76B | 0.0% | -0.8% | 11.174% | |
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 |
5/10/2024 | Jade Capital Advisors LLC | 55,000 | $2.63M | 1.9% | -68.2% | 0.017% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 5,521 | $261K | 0.0% | N/A | 0.002% | |
5/10/2024 | Banco BTG Pactual S.A. | 22,237 | $1.07M | 0.2% | N/A | 0.007% | |
5/10/2024 | Twin Tree Management LP | 84,390 | $4.04M | 0.0% | -131.1% | 0.026% | |
5/9/2024 | Element Capital Management LLC | 112,711 | $5.40M | 3.6% | N/A | 0.034% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 356,412 | $15.77M | 0.0% | +13.7% | 0.108% | |
5/8/2024 | Entropy Technologies LP | 51,953 | $2.49M | 0.3% | N/A | 0.016% | |
5/8/2024 | Bleakley Financial Group LLC | 7,398 | $354K | 0.0% | -12.1% | 0.002% | |
5/8/2024 | ProShare Advisors LLC | 76,261 | $3.65M | 0.0% | -1.9% | 0.023% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,352 | $400K | 0.0% | -25.5% | 0.003% | |