7/26/2024 | Bank of New York Mellon Corp | 149,354 | $4.09M | 0.0% | +1.4% | 0.876% | |
7/17/2024 | Brown Lisle Cummings Inc. | 24,019 | $658K | 0.2% | +31.6% | 0.141% | |
7/16/2024 | WASHINGTON TRUST Co | 601,225 | $16.48M | 0.6% | -0.1% | 3.526% | |
7/12/2024 | SG Americas Securities LLC | 8,477 | $232K | 0.0% | N/A | 0.050% | |
7/10/2024 | Linden Thomas Advisory Services LLC | 37,091 | $1.02M | 0.2% | +1.7% | 0.218% | |
7/10/2024 | CWM LLC | 3,146 | $86K | 0.0% | +29.9% | 0.018% | |
|
5/16/2024 | California State Teachers Retirement System | 17,015 | $457K | 0.0% | -5.0% | 0.100% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 15,672 | $422K | 0.0% | +4.1% | 0.092% | |
5/14/2024 | EntryPoint Capital LLC | 1,585 | $43K | 0.0% | +86.3% | 0.009% | |
5/10/2024 | Vanguard Group Inc. | 943,904 | $25.37M | 0.0% | -2.3% | 5.542% | |
5/8/2024 | ProShare Advisors LLC | 291,461 | $7.83M | 0.0% | +10.6% | 1.711% | |
5/7/2024 | Mystic Asset Management Inc. | 18,376 | $494K | 0.2% | +4.9% | 0.108% | |
5/7/2024 | Empowered Funds LLC | 39,717 | $1.07M | 0.0% | +8.1% | 0.233% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,930 | $643K | 0.0% | +47.0% | 0.141% | |
5/1/2024 | BNP Paribas Financial Markets | 9,560 | $257K | 0.0% | +139.1% | 0.056% | |
4/23/2024 | WASHINGTON TRUST Co | 602,080 | $16.18M | 0.6% | -1.8% | 3.535% | |
4/13/2024 | New England Professional Planning Group Inc. | 10,528 | $283K | 0.1% | +10.8% | 0.062% | |
3/26/2024 | Napatree Capital LLC | 55,999 | $1.81M | 1.8% | N/A | 0.329% | |
3/22/2024 | PNC Financial Services Group Inc. | 20,093 | $651K | 0.0% | -2.3% | 0.118% | |
2/28/2024 | EP Wealth Advisors LLC | 7,987 | $259K | 0.0% | N/A | 0.047% | |
2/14/2024 | Third Avenue Management LLC | 199,119 | $6.45M | 1.1% | -32.5% | 1.169% | |
2/12/2024 | Shepherd Financial Partners LLC | 7,307 | $237K | 0.0% | -62.4% | 0.043% | |
2/9/2024 | Quest Partners LLC | 5,759 | $186K | 0.0% | N/A | 0.034% | |
2/9/2024 | Trexquant Investment LP | 26,864 | $870K | 0.0% | -57.0% | 0.158% | |
2/9/2024 | PNC Financial Services Group Inc. | 20,093 | $651K | 0.0% | -2.3% | 0.118% | |
2/8/2024 | Quadrant Capital Group LLC | 9,869 | $320K | 0.0% | +52.8% | 0.058% | |
2/8/2024 | Drexel Morgan & Co. | 167,123 | $5.41M | 1.3% | +22.8% | 0.981% | |
2/8/2024 | Apexium Financial LP | 25,000 | $810K | 0.1% | N/A | 0.147% | |
2/8/2024 | Janney Montgomery Scott LLC | 16,280 | $527K | 0.0% | -20.2% | 0.096% | |
2/7/2024 | Dimensional Fund Advisors LP | 774,705 | $25.09M | 0.0% | +9.8% | 4.549% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 235,586 | $7.63M | 0.0% | +7.5% | 1.383% | |
2/6/2024 | Connecticut Wealth Management LLC | 6,615 | $214K | 0.0% | -17.8% | 0.039% | |
2/6/2024 | Swiss National Bank | 33,600 | $1.09M | 0.0% | -9.4% | 0.197% | |
2/5/2024 | Victory Capital Management Inc. | 18,982 | $615K | 0.0% | -3.1% | 0.111% | |
2/5/2024 | Kestra Private Wealth Services LLC | 29,451 | $954K | 0.0% | +5.3% | 0.173% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 95,479 | $3.09M | 0.0% | +10.5% | 0.561% | |
2/1/2024 | Linden Thomas Advisory Services LLC | 35,346 | $1.15M | 0.2% | -2.4% | 0.208% | |
2/1/2024 | New York State Common Retirement Fund | 6,849 | $222K | 0.0% | -24.2% | 0.040% | |
2/1/2024 | Signaturefd LLC | 4,660 | $151K | 0.0% | -27.1% | 0.027% | |
1/23/2024 | Coastline Trust Co | 10,898 | $353K | 0.0% | N/A | 0.064% | |
We just added a $300 account credit to your MarketBeat subscription (Ad) MarketBeat All Access is our complete suite of portfolio monitoring software, research tools, stock screeners, proprietary reports, and more. Upgrade today and get $300 off your 2024-2025 subscription. Free for 30 days.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8657&Placement=NativeDisplay&Source=NativeDisplay) Start Your Risk-Free Trial Here |
1/18/2024 | WASHINGTON TRUST Co | 613,201 | $19.86M | 0.8% | -3.8% | 3.601% | |
1/17/2024 | IFG Advisory LLC | 7,755 | $251K | 0.0% | -4.3% | 0.046% | |
1/16/2024 | Raymond James & Associates | 31,932 | $1.03M | 0.0% | -3.1% | 0.188% | |
1/12/2024 | SG Americas Securities LLC | 5,531 | $179K | 0.0% | N/A | 0.032% | |
12/18/2023 | Vanguard Group Inc. | 944,104 | $24.86M | 0.0% | -7.8% | 5.544% | |
12/6/2023 | Citigroup Inc. | 8,313 | $219K | 0.0% | -61.5% | 0.049% | |
11/30/2023 | American Century Companies Inc. | 169,477 | $4.46M | 0.0% | +13.2% | 0.995% | |
11/15/2023 | Third Avenue Management LLC | 294,994 | $8.05M | 1.3% | +44.5% | 1.732% | |
11/15/2023 | Crestwood Advisors Group LLC | 95,403 | $2.51M | 0.1% | N/A | 0.560% | |
11/15/2023 | Kerrisdale Advisers LLC | 14,751 | $388K | 0.1% | -57.8% | 0.087% | |
11/15/2023 | Evergreen Capital Management LLC | 10,579 | $284K | 0.0% | -6.5% | 0.062% | |
11/14/2023 | Trexquant Investment LP | 62,453 | $1.64M | 0.0% | -1.4% | 0.367% | |
11/13/2023 | Retirement Planning Co of New England Inc. | 9,132 | $240K | 0.1% | N/A | 0.054% | |
11/13/2023 | Hsbc Holdings PLC | 26,697 | $714K | 0.0% | -5.9% | 0.157% | |
11/13/2023 | FMR LLC | 1,314,538 | $34.61M | 0.0% | +0.4% | 7.719% | |
11/13/2023 | Rafferty Asset Management LLC | 18,061 | $476K | 0.0% | -34.2% | 0.106% | |
11/13/2023 | PNC Financial Services Group Inc. | 20,575 | $542K | 0.0% | +3.6% | 0.121% | |
11/8/2023 | Aptus Capital Advisors LLC | 65,052 | $1.71M | 0.0% | -17.0% | 0.382% | |
11/8/2023 | Shepherd Financial Partners LLC | 19,455 | $512K | 0.1% | -3.0% | 0.114% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 219,208 | $5.77M | 0.0% | +9.7% | 1.288% | |
11/8/2023 | Janney Montgomery Scott LLC | 20,401 | $537K | 0.0% | -36.1% | 0.120% | |
11/8/2023 | Kestra Private Wealth Services LLC | 27,974 | $737K | 0.0% | +37.0% | 0.164% | |
11/7/2023 | Barclays PLC | 61,091 | $1.61M | 0.0% | -3.0% | 0.359% | |
11/6/2023 | Victory Capital Management Inc. | 19,582 | $516K | 0.0% | -9.4% | 0.115% | |
10/23/2023 | Barrett & Company Inc. | 4,010 | $106K | 0.1% | +37.7% | 0.024% | |
10/18/2023 | WASHINGTON TRUST Co | 637,425 | $16.78M | 0.7% | -7.9% | 3.745% | |
10/10/2023 | New England Research & Management Inc. | 40,224 | $1.06M | 0.6% | -4.4% | 0.236% | |
8/15/2023 | Kerrisdale Advisers LLC | 34,951 | $937K | 0.3% | N/A | 0.205% | |
8/11/2023 | Shepherd Financial Partners LLC | 20,047 | $537K | 0.1% | -10.4% | 0.118% | |
8/11/2023 | Hotchkis & Wiley Capital Management LLC | 200,470 | $5.38M | 0.0% | +46.8% | 1.178% | |
8/11/2023 | Trexquant Investment LP | 63,333 | $1.70M | 0.0% | +113.8% | 0.372% | |
8/11/2023 | Mystic Asset Management Inc. | 12,876 | $345K | 0.2% | N/A | 0.076% | |
8/11/2023 | PNC Financial Services Group Inc. | 19,860 | $532K | 0.0% | +6.8% | 0.117% | |
8/10/2023 | ProShare Advisors LLC | 281,514 | $7.55M | 0.0% | +25.4% | 1.654% | |
8/10/2023 | Quadrant Capital Group LLC | 6,953 | $186K | 0.0% | +123.3% | 0.041% | |
8/10/2023 | US Bancorp DE | 2,582 | $69K | 0.0% | +242.0% | 0.015% | |
8/8/2023 | Kestra Private Wealth Services LLC | 20,412 | $547K | 0.0% | N/A | 0.120% | |
8/7/2023 | Drexel Morgan & Co. | 136,123 | $3.65M | 0.9% | +17.2% | 0.800% | |
8/3/2023 | CWM LLC | 2,556 | $69K | 0.0% | +146.0% | 0.015% | |
8/3/2023 | Bank of New York Mellon Corp | 148,419 | $3.98M | 0.0% | -5.4% | 0.872% | |
8/2/2023 | Bank of Montreal Can | 190,886 | $5.48M | 0.0% | N/A | 1.122% | |
8/2/2023 | State of New Jersey Common Pension Fund D | 86,395 | $2.32M | 0.0% | +61.5% | 0.508% | |
8/1/2023 | Signaturefd LLC | 6,749 | $181K | 0.0% | +191.3% | 0.040% | |
7/31/2023 | Sargent Investment Group LLC | 10,900 | $292K | 0.1% | -24.4% | 0.064% | |
7/31/2023 | Lindbrook Capital LLC | 1,343 | $36K | 0.0% | +285.9% | 0.008% | |
7/27/2023 | Linden Thomas Advisory Services LLC | 36,364 | $975K | 0.2% | +45.6% | 0.214% | |
7/27/2023 | Victory Capital Management Inc. | 21,606 | $579K | 0.0% | -7.9% | 0.127% | |
7/27/2023 | WASHINGTON TRUST Co | 691,861 | $18.55M | 0.8% | +0.4% | 4.065% | |
7/27/2023 | EA Series Trust | 30,792 | $826K | 0.0% | N/A | 0.181% | |
7/26/2023 | Ballentine Partners LLC | 9,566 | $256K | 0.0% | N/A | 0.056% | |
The #1 Crypto for 2024 (3 Cent Coin) (Ad) Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017…
And has spotted 44 different coins that have returned over 100%...
Today, he is now making the biggest crypto call of his ENTIRE career…![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8483&Placement=NativeDisplay&Source=NativeDisplay) Click For My #1 FREE Crypto for 2024 |
7/26/2023 | Janney Montgomery Scott LLC | 31,930 | $856K | 0.0% | +363.8% | 0.188% | |
7/25/2023 | Raymond James & Associates | 32,967 | $884K | 0.0% | -65.3% | 0.194% | |
7/21/2023 | Creative Planning | 11,415 | $306K | 0.0% | +30.9% | 0.067% | |
7/21/2023 | Riggs Asset Managment Co. Inc. | 5,650 | $151K | 0.1% | -5.8% | 0.033% | |
7/20/2023 | New England Professional Planning Group Inc. | 9,577 | $257K | 0.2% | +25.4% | 0.056% | |
7/18/2023 | Allworth Financial LP | 947 | $25K | 0.0% | +65.8% | 0.006% | |
7/18/2023 | Stratos Wealth Advisors LLC | 39,450 | $1.06M | 0.1% | +10.2% | 0.232% | |
7/17/2023 | HM Payson & Co. | 1,690 | $45K | 0.0% | -66.1% | 0.010% | |
7/12/2023 | Foundry Partners LLC | 75,955 | $2.04M | 0.1% | -17.5% | 0.446% | |
7/5/2023 | New England Research & Management Inc. | 42,069 | $1.13M | 0.7% | -1.8% | 0.247% | |