8/8/2025 | Geode Capital Management LLC | 1,582,742 | $9.37M | 0.0% | +4.4% | 1.928% | |
8/8/2025 | SBI Securities Co. Ltd. | 6,343 | $38K | 0.0% | +67.3% | 0.008% | |
8/7/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 79,178 | $469K | 0.0% | +147.2% | 0.096% | |
8/6/2025 | Savant Capital LLC | 60,060 | $356K | 0.0% | N/A | 0.073% | |
8/5/2025 | Corton Capital Inc. | 20,612 | $122K | 0.1% | N/A | 0.025% | |
8/5/2025 | Palogic Value Management L.P. | 610,000 | $3.61M | 1.5% | +43.5% | 0.743% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 81,684 | $484K | 0.0% | N/A | 0.099% | |
8/1/2025 | Envestnet Asset Management Inc. | 66,910 | $396K | 0.0% | +20.5% | 0.081% | |
7/31/2025 | Nisa Investment Advisors LLC | 4,791 | $28K | 0.0% | +1,094.8% | 0.006% | |
7/31/2025 | AlphaQuest LLC | 18,154 | $107K | 0.0% | -57.7% | 0.022% | |
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7/30/2025 | Connors Investor Services Inc. | 35,167 | $208K | 0.0% | +74.4% | 0.043% | |
7/30/2025 | Probity Advisors Inc. | 10,665 | $63K | 0.0% | N/A | 0.013% | |
7/28/2025 | Penbrook Management LLC | 14,180 | $84K | 0.1% | -21.9% | 0.017% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 17,807 | $109K | 0.0% | -94.1% | 0.022% | |
7/24/2025 | IFP Advisors Inc | 20,749 | $123K | 0.0% | -22.3% | 0.025% | |
7/23/2025 | Gagnon Securities LLC | 1,899,108 | $11.24M | 2.3% | N/A | 2.313% | |
7/23/2025 | Gagnon Advisors LLC | 565,570 | $3.35M | 2.2% | N/A | 0.689% | |
7/22/2025 | Woodmont Investment Counsel LLC | 25,503 | $151K | 0.0% | -15.0% | 0.031% | |
7/17/2025 | Janney Montgomery Scott LLC | 81,082 | $480K | 0.0% | -23.9% | 0.099% | |
7/16/2025 | Perigon Wealth Management LLC | 37,866 | $224K | 0.0% | +12.7% | 0.046% | |
6/27/2025 | Goldman Sachs Group Inc. | 1,274,356 | $8.14M | 0.0% | +89.7% | 1.552% | |
5/29/2025 | Rhumbline Advisers | 90,965 | $581K | 0.0% | -2.2% | 0.111% | |
5/21/2025 | Acadian Asset Management LLC | 6,880 | $43K | 0.0% | N/A | 0.008% | |
5/19/2025 | Palogic Value Management L.P. | 425,000 | $2.72M | 1.2% | +226.9% | 0.518% | |
5/16/2025 | Caxton Associates LLP | 48,005 | $307K | 0.0% | N/A | 0.058% | |
5/16/2025 | Voleon Capital Management LP | 44,060 | $282K | 0.0% | N/A | 0.054% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,274,356 | $8.14M | 0.0% | +89.7% | 1.552% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 125,156 | $800K | 0.1% | +91.2% | 0.152% | |
5/16/2025 | Needham Investment Management LLC | 2,737,200 | $17.49M | 1.6% | +14.5% | 3.334% | |
5/16/2025 | Millennium Management LLC | 1,599,392 | $10.22M | 0.0% | -1.4% | 1.948% | |
5/16/2025 | Integrated Wealth Concepts LLC | 13,151 | $84K | 0.0% | N/A | 0.016% | |
5/16/2025 | AQR Capital Management LLC | 150,186 | $960K | 0.0% | N/A | 0.183% | |
5/16/2025 | AWM Investment Company Inc. | 2,449,221 | $15.65M | 2.2% | +102.6% | 2.983% | |
5/15/2025 | Promethium Advisors LLC | 63,320 | $405K | 0.3% | +35.1% | 0.077% | |
5/15/2025 | Royal Bank of Canada | 56,419 | $360K | 0.0% | +84.7% | 0.069% | |
5/15/2025 | Graham Capital Management L.P. | 166,959 | $1.07M | 0.0% | +27.0% | 0.203% | |
5/15/2025 | Firsthand Capital Management Inc. | 125,000 | $799K | 1.9% | +19.0% | 0.152% | |
5/15/2025 | Baird Financial Group Inc. | 444,280 | $2.84M | 0.0% | +10.8% | 0.541% | |
5/15/2025 | Palogic Value Management L.P. | 425,000 | $2.72M | 1.2% | +226.9% | 0.518% | |
5/15/2025 | Trexquant Investment LP | 860,246 | $5.50M | 0.1% | +114.7% | 1.048% | |
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5/15/2025 | Eisler Capital Management Ltd. | 15,469 | $99K | 0.0% | N/A | 0.019% | |
5/14/2025 | FORA Capital LLC | 12,362 | $79K | 0.0% | N/A | 0.015% | |
5/14/2025 | MetLife Investment Management LLC | 764,423 | $4.89M | 0.0% | +2,036.3% | 0.931% | |
5/14/2025 | Penn Capital Management Company LLC | 642,094 | $4.11M | 0.4% | N/A | 0.782% | |
5/14/2025 | Hartree Partners LP | 150,000 | $958K | 0.3% | N/A | 0.183% | |
5/14/2025 | Samjo Management LLC | 813,600 | $5.20M | 2.2% | -7.0% | 0.991% | |
5/14/2025 | AlphaQuest LLC | 42,934 | $274K | 0.0% | +276.8% | 0.052% | |
5/14/2025 | EntryPoint Capital LLC | 64,810 | $414K | 0.2% | +124.9% | 0.079% | |
5/14/2025 | Maven Securities LTD | 80,421 | $514K | 0.0% | +168.1% | 0.098% | |
5/14/2025 | Quantbot Technologies LP | 19,334 | $124K | 0.0% | -70.1% | 0.024% | |
5/13/2025 | Versor Investments LP | 43,500 | $278K | 0.0% | N/A | 0.053% | |
5/13/2025 | Algert Global LLC | 498,738 | $3.19M | 0.1% | +13.2% | 0.607% | |
5/13/2025 | Fox Run Management L.L.C. | 23,955 | $153K | 0.0% | -72.6% | 0.029% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 14,548 | $93K | 0.0% | -57.5% | 0.018% | |
5/13/2025 | Russell Investments Group Ltd. | 120,094 | $767K | 0.0% | +375.9% | 0.146% | |
5/12/2025 | Nuveen LLC | 169,473 | $1.08M | 0.0% | N/A | 0.206% | |
5/12/2025 | Invesco Ltd. | 72,631 | $464K | 0.0% | +42.8% | 0.088% | |
5/12/2025 | Swiss National Bank | 135,200 | $864K | 0.0% | +5.0% | 0.165% | |
5/9/2025 | Deutsche Bank AG | 259,553 | $1.66M | 0.0% | -37.5% | 0.316% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 487,731 | $3.12M | 0.0% | -11.3% | 0.594% | |
5/9/2025 | Vanguard Group Inc. | 4,373,159 | $27.94M | 0.0% | +0.3% | 5.326% | |
5/8/2025 | XTX Topco Ltd | 41,318 | $264K | 0.0% | -51.8% | 0.050% | |
5/8/2025 | Banque Cantonale Vaudoise | 6,974 | $45K | 0.0% | N/A | 0.008% | |
5/7/2025 | Essex Investment Management Co. LLC | 232,740 | $1.49M | 0.3% | -6.2% | 0.283% | |
5/7/2025 | Bryce Point Capital LLC | 97,059 | $620K | 0.5% | -19.2% | 0.118% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 25,233 | $161K | 0.0% | +41.9% | 0.031% | |
5/7/2025 | Prescott Group Capital Management L.L.C. | 122,796 | $785K | 0.1% | -71.5% | 0.150% | |
5/6/2025 | Avantax Advisory Services Inc. | 20,525 | $131K | 0.0% | N/A | 0.025% | |
5/6/2025 | Royce & Associates LP | 706,278 | $4.51M | 0.0% | -25.4% | 0.860% | |
5/6/2025 | Journey Strategic Wealth LLC | 17,596 | $112K | 0.0% | +17.3% | 0.021% | |
5/6/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 31,774 | $203K | 0.0% | N/A | 0.039% | |
5/5/2025 | Lewis Asset Management LLC | 33,100 | $212K | 0.2% | N/A | 0.040% | |
5/5/2025 | Sargent Investment Group LLC | 274,267 | $1.75M | 0.3% | -26.1% | 0.334% | |
5/5/2025 | IFP Advisors Inc | 26,716 | $171K | 0.0% | +28.9% | 0.033% | |
5/5/2025 | AMH Equity Ltd | 110,000 | $703K | 1.1% | N/A | 0.134% | |
5/1/2025 | Rice Hall James & Associates LLC | 828,789 | $5.30M | 0.3% | +49.5% | 1.009% | |
5/1/2025 | CWM LLC | 8,325 | $53K | 0.0% | +2,137.9% | 0.010% | |
5/1/2025 | New York State Common Retirement Fund | 437,572 | $2.80M | 0.0% | +2,073.6% | 0.533% | |
4/30/2025 | Alps Advisors Inc. | 126,326 | $807K | 0.0% | +1.7% | 0.154% | |
4/29/2025 | Envestnet Asset Management Inc. | 55,511 | $355K | 0.0% | +17.5% | 0.068% | |
4/29/2025 | Concurrent Investment Advisors LLC | 17,093 | $109K | 0.0% | N/A | 0.021% | |
4/28/2025 | Teacher Retirement System of Texas | 10,157 | $65K | 0.0% | N/A | 0.012% | |
4/25/2025 | Skylands Capital LLC | 54,800 | $350K | 0.1% | N/A | 0.067% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 299,311 | $1.90M | 0.0% | +96.2% | 0.365% | |
4/23/2025 | Oppenheimer & Co. Inc. | 203,160 | $1.30M | 0.0% | +11.9% | 0.247% | |
4/22/2025 | Woodmont Investment Counsel LLC | 30,003 | $192K | 0.0% | +18.4% | 0.037% | |
4/17/2025 | Janney Montgomery Scott LLC | 106,613 | $681K | 0.0% | N/A | 0.130% | |
4/17/2025 | Bouvel Investment Partners LLC | 90,992 | $581K | 0.2% | +41.4% | 0.111% | |
4/17/2025 | Exchange Traded Concepts LLC | 7,436 | $48K | 0.0% | +460.4% | 0.009% | |
4/15/2025 | SG Americas Securities LLC | 67,394 | $431K | 0.0% | N/A | 0.082% | |
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In his newest presentation, Eric reveals 7 new trade ideas—pairing overhyped, vulnerable stocks with lesser-known opportunities showing real upside. These contrarian picks come from the same approach that helped him beat Wall Street legends 10-to-1 in Portfolios with Purpose. Click here to see all 7 trade ideas, including full tickers and analysis—100% free. |
4/9/2025 | Sanders Morris Harris LLC | 40,000 | $256K | 0.0% | +14.3% | 0.049% | |
4/8/2025 | Rhumbline Advisers | 90,965 | $581K | 0.0% | -2.2% | 0.111% | |
4/7/2025 | GAMMA Investing LLC | 3,316 | $210K | 0.0% | +1,998.7% | 0.004% | |
4/1/2025 | Penbrook Management LLC | 18,155 | $116K | 0.1% | N/A | 0.022% | |
3/24/2025 | Wellington Management Group LLP | 64,700 | $769K | 0.0% | -57.0% | 0.079% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,843 | $129K | 0.0% | N/A | 0.013% | |
3/12/2025 | Palogic Value Management L.P. | 130,000 | $1.54M | 0.0% | N/A | 0.158% | |
2/19/2025 | Toronto Dominion Bank | 22,388 | $266K | 0.0% | N/A | 0.027% | |
2/18/2025 | AWM Investment Company Inc. | 1,208,686 | $14.36M | 1.7% | +2.9% | 1.473% | |
2/18/2025 | Connective Capital Management LLC | 36,475 | $433K | 0.5% | N/A | 0.044% | |