3/15/2024 | B. Riley Wealth Advisors Inc. | 132,527 | $276K | 0.0% | +23.8% | 0.205% | |
2/12/2024 | Redmond Asset Management LLC | 114,987 | $240K | 0.1% | -6.9% | 0.182% | |
2/8/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 761,041 | $1.56M | 0.0% | -10.6% | 1.202% | |
1/31/2024 | KLCM Advisors Inc. | 30,300 | $63K | 0.0% | +35.9% | 0.048% | |
1/30/2024 | Keel Point LLC | 13,039 | $27K | 0.0% | N/A | 0.021% | |
1/30/2024 | Taylor Frigon Capital Management LLC | 359,359 | $749K | 0.4% | +6.4% | 0.567% | |
|
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 213,321 | $445K | 0.0% | -14.7% | 0.337% | |
1/24/2024 | International Assets Investment Management LLC | 33,047 | $69K | 0.0% | +108.5% | 0.052% | |
1/17/2024 | ARK Investment Management LLC | 5,813,065 | $12.12M | 0.1% | -6.9% | 9.179% | |
1/12/2024 | SG Americas Securities LLC | 77,162 | $161K | 0.0% | +34.7% | 0.122% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 107,047 | $389K | 0.0% | +7.8% | 0.169% | |
11/9/2023 | Essex Investment Management Co. LLC | 526,690 | $1.91M | 0.3% | -2.8% | 0.832% | |
11/9/2023 | Skandinaviska Enskilda Banken AB publ | 45,800 | $166K | 0.0% | +26.8% | 0.072% | |
11/8/2023 | State Board of Administration of Florida Retirement System | 82,440 | $299K | 0.0% | +226.9% | 0.130% | |
11/7/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 850,878 | $3.09M | 0.0% | -3.8% | 1.344% | |
11/1/2023 | Confluence Wealth Services Inc. | 10,440 | $38K | 0.0% | N/A | 0.016% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 140,789 | $511K | 0.0% | -4.9% | 0.222% | |
10/26/2023 | Simmons Bank | 19,900 | $72K | 0.0% | +25.2% | 0.031% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 250,146 | $908K | 0.0% | -10.5% | 0.395% | |
10/25/2023 | Taylor Frigon Capital Management LLC | 337,709 | $1.23M | 0.7% | +2.2% | 0.533% | |
10/24/2023 | Redmond Asset Management LLC | 123,443 | $448K | 0.2% | +77.4% | 0.195% | |
10/24/2023 | Bank of New York Mellon Corp | 219,325 | $796K | 0.0% | +5.3% | 0.346% | |
10/18/2023 | ARK Investment Management LLC | 6,242,003 | $22.66M | 0.2% | -2.9% | 9.858% | |
10/13/2023 | SG Americas Securities LLC | 57,274 | $208K | 0.0% | +57.9% | 0.090% | |
10/12/2023 | Legato Capital Management LLC | 156,315 | $567K | 0.1% | -4.6% | 0.247% | |
9/21/2023 | Barclays PLC | 11,723 | $60K | 0.0% | -60.9% | 0.019% | |
8/18/2023 | Legato Capital Management LLC | 163,778 | $835K | 0.1% | +143.5% | 0.259% | |
8/11/2023 | Guggenheim Capital LLC | 215,383 | $1.10M | 0.0% | +16.8% | 0.340% | |
8/10/2023 | ProShare Advisors LLC | 65,939 | $336K | 0.0% | +8.5% | 0.104% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 279,410 | $1.43M | 0.0% | +3.4% | 0.442% | |
8/9/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 884,641 | $4.51M | 0.0% | -13.9% | 1.399% | |
8/3/2023 | Simmons Bank | 15,900 | $81K | 0.0% | +33.6% | 0.025% | |
8/2/2023 | Meridian Wealth Management LLC | 14,850 | $76K | 0.0% | -56.4% | 0.023% | |
7/31/2023 | Daiwa Securities Group Inc. | 10,797 | $55K | 0.0% | -31.9% | 0.017% | |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 148,035 | $755K | 0.0% | -4.1% | 0.234% | |
7/31/2023 | Taylor Frigon Capital Management LLC | 330,459 | $1.69M | 0.8% | +6.8% | 0.523% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 99,312 | $506K | 0.0% | +6.2% | 0.157% | |
7/20/2023 | Lazari Capital Management Inc. | 10,000 | $51K | 0.0% | N/A | 0.016% | |
7/10/2023 | Level Four Advisory Services LLC | 52,700 | $269K | 0.0% | +4.8% | 0.083% | |
7/10/2023 | ARK Investment Management LLC | 6,425,119 | $32.77M | 0.2% | +1.6% | 10.163% | |
How to camouflage a factory of 53,000 workers (Ad) "If I Had To Pour Every Single Penny of My Retirement Into Just ONE STOCK..."
The former Goldman Sachs VP – who called everything from Microsoft's 1,100% surge... to the death of the 60/40 portfolio – is now stepping forward with his most explicit message yet: "Make this ONE STOCK the cornerstone of your portfolio." Get the full story here. |
7/10/2023 | SG Americas Securities LLC | 36,276 | $185K | 0.0% | -10.1% | 0.057% | |
6/5/2023 | Level Four Advisory Services LLC | 50,300 | $208K | 0.0% | N/A | 0.080% | |
5/24/2023 | Verity Asset Management Inc. | 63,999 | $265K | 0.2% | -15.5% | 0.101% | |
5/11/2023 | Guggenheim Capital LLC | 184,465 | $764K | 0.0% | +3.0% | 0.292% | |
5/11/2023 | Skandinaviska Enskilda Banken AB publ | 34,084 | $141K | 0.0% | +78.4% | 0.054% | |
5/8/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 1,027,388 | $4.25M | 0.0% | +2.2% | 1.625% | |
5/4/2023 | Essex Investment Management Co. LLC | 420,242 | $1.74M | 0.3% | +5.4% | 0.665% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 270,226 | $1.12M | 0.0% | +82.7% | 0.428% | |
5/3/2023 | Jump Financial LLC | 31,300 | $130K | 0.0% | -17.2% | 0.050% | |
5/2/2023 | Daiwa Securities Group Inc. | 15,845 | $66K | 0.0% | +24.4% | 0.025% | |
5/1/2023 | Virtu Financial LLC | 21,984 | $91K | 0.0% | N/A | 0.035% | |
4/28/2023 | SG Americas Securities LLC | 40,332 | $167K | 0.0% | +53.4% | 0.064% | |
4/25/2023 | Taylor Frigon Capital Management LLC | 309,532 | $1.28M | 0.7% | -1.6% | 0.490% | |
4/18/2023 | Archford Capital Strategies LLC | 22,167 | $85K | 0.0% | +18.8% | 0.035% | |
4/17/2023 | ARK Investment Management LLC | 6,324,576 | $26.18M | 0.2% | -2.3% | 10.006% | |
4/10/2023 | Sound Income Strategies LLC | 33,000 | $137K | 0.0% | N/A | 0.052% | |
4/6/2023 | Quent Capital LLC | 44,825 | $176K | 0.0% | +12.6% | 0.071% | |
3/23/2023 | MetLife Investment Management LLC | 22,207 | $81K | 0.0% | -30.1% | 0.035% | |
2/14/2023 | Alpine Global Management LLC | 32,723 | $119K | 0.0% | N/A | 0.051% | |
2/13/2023 | GSA Capital Partners LLP | 341,719 | $1.24M | 0.2% | +798.8% | 0.536% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 147,931 | $538K | 0.0% | -4.4% | 0.232% | |
2/9/2023 | HBK Sorce Advisory LLC | 400,000 | $422K | 0.0% | +100.0% | 0.628% | |
2/8/2023 | Belpointe Asset Management LLC | 12,390 | $45K | 0.0% | N/A | 0.019% | |
2/7/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 1,005,357 | $3.62M | 0.0% | -26.5% | 1.577% | |
2/6/2023 | Taylor Frigon Capital Management LLC | 314,536 | $1.15M | 0.6% | -3.4% | 0.493% | |
2/3/2023 | Essex Investment Management Co. LLC | 398,558 | $1.45M | 0.2% | +8.9% | 0.625% | |
2/2/2023 | SG Americas Securities LLC | 26,285 | $96K | 0.0% | -61.2% | 0.041% | |
2/2/2023 | ProShare Advisors LLC | 67,387 | $245K | 0.0% | +48.0% | 0.106% | |
2/1/2023 | Legato Capital Management LLC | 67,251 | $245K | 0.0% | N/A | 0.106% | |
1/26/2023 | Archford Capital Strategies LLC | 18,661 | $68K | 0.0% | -13.7% | 0.029% | |
1/25/2023 | Steel Peak Wealth Management LLC | 41,426 | $151K | 0.0% | -54.1% | 0.065% | |
1/24/2023 | ARK Investment Management LLC | 6,471,315 | $23.56M | 0.2% | -1.5% | 10.153% | |
11/23/2022 | Toroso Investments LLC | 89,140 | $516K | 0.0% | N/A | 0.140% | |
11/15/2022 | Essex Investment Management Co. LLC | 365,838 | $2.12M | 0.3% | +19.2% | 0.574% | |
11/14/2022 | Point72 Hong Kong Ltd | 6,372 | $37K | 0.0% | N/A | 0.010% | |
11/14/2022 | Guggenheim Capital LLC | 196,955 | $1.14M | 0.0% | -2.4% | 0.309% | |
11/14/2022 | HBK Sorce Advisory LLC | 200,000 | $210K | 0.0% | N/A | 0.314% | |
11/14/2022 | MetLife Investment Management LLC | 31,766 | $184K | 0.0% | +15.8% | 0.050% | |
11/14/2022 | Skandinaviska Enskilda Banken AB publ | 19,670 | $114K | 0.0% | +75.3% | 0.031% | |
11/10/2022 | Quent Capital LLC | 39,825 | $231K | 0.0% | +11.2% | 0.062% | |
11/8/2022 | AlphaCentric Advisors LLC | 150,000 | $869K | 0.9% | N/A | 0.234% | |
11/8/2022 | Atom Investors LP | 16,421 | $95K | 0.0% | N/A | 0.026% | |
11/7/2022 | Quantbot Technologies LP | 30,733 | $177K | 0.0% | N/A | 0.048% | |
11/7/2022 | ProShare Advisors LLC | 45,522 | $264K | 0.0% | -12.1% | 0.071% | |
11/4/2022 | Tortoise Investment Management LLC | 14,573 | $84K | 0.0% | N/A | 0.023% | |
10/31/2022 | SG Americas Securities LLC | 67,819 | $393K | 0.0% | -14.6% | 0.106% | |
10/27/2022 | Simmons Bank | 12,900 | $75K | 0.0% | -18.9% | 0.020% | |
10/26/2022 | Steel Peak Wealth Management LLC | 90,350 | $523K | 0.0% | -24.0% | 0.141% | |
10/21/2022 | Sumitomo Mitsui Trust Holdings Inc. | 153,668 | $890K | 0.0% | +18.7% | 0.240% | |
10/17/2022 | ARK Investment Management LLC | 6,569,273 | $38.04M | 0.3% | -10.7% | 10.266% | |
How to camouflage a factory of 53,000 workers (Ad) "If I Had To Pour Every Single Penny of My Retirement Into Just ONE STOCK..."
The former Goldman Sachs VP – who called everything from Microsoft's 1,100% surge... to the death of the 60/40 portfolio – is now stepping forward with his most explicit message yet: "Make this ONE STOCK the cornerstone of your portfolio." Get the full story here. |
9/9/2022 | B. Riley Wealth Management Inc. | 96,327 | $684K | 0.0% | -3.0% | 0.151% | |
8/15/2022 | Confluence Wealth Services Inc. | 11,440 | $104K | 0.0% | N/A | 0.018% | |
8/12/2022 | Rafferty Asset Management LLC | 154,975 | $1.10M | 0.0% | -24.3% | 0.242% | |
8/12/2022 | Essex Investment Management Co. LLC | 306,993 | $2.18M | 0.4% | +0.9% | 0.482% | |
8/10/2022 | Redmond Asset Management LLC | 69,592 | $494K | 0.2% | -3.8% | 0.109% | |
8/9/2022 | SeaCrest Wealth Management LLC | 17,273 | $123K | 0.0% | -34.0% | 0.027% | |
8/9/2022 | Kingsbury Capital Investment Advisors LLC | 17,789 | $126K | 0.2% | -25.2% | 0.028% | |
8/8/2022 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,050 | $82K | 0.0% | N/A | 0.016% | |
8/5/2022 | Meridian Wealth Management LLC | 14,768 | $105K | 0.0% | N/A | 0.023% | |
8/4/2022 | KLCM Advisors Inc. | 20,000 | $142K | 0.0% | +39.7% | 0.031% | |