2/26/2024 | Virtu Financial LLC | 21,039 | $0.32M | 0.0% | N/A | 0.019% | |
2/15/2024 | Baird Financial Group Inc. | 38,467 | $0.58M | 0.0% | +4.3% | 0.036% | |
2/15/2024 | Cohen & Steers Inc. | 797,567 | $11.92M | 0.0% | -1.2% | 0.738% | |
2/15/2024 | Comerica Bank | 8,772 | $0.13M | 0.0% | -17.0% | 0.008% | |
2/14/2024 | Royal Bank of Canada | 98,985 | $1.48M | 0.0% | -27.0% | 0.092% | |
2/14/2024 | Pathstone Holdings LLC | 2,152,232 | $32.18M | 0.2% | N/A | 1.990% | |
|
2/13/2024 | Karpus Management Inc. | 26,600 | $0.40M | 0.0% | +19.6% | 0.025% | |
2/13/2024 | Cetera Advisor Networks LLC | 21,188 | $0.32M | 0.0% | -14.8% | 0.020% | |
2/13/2024 | Oppenheimer & Co. Inc. | 24,594 | $0.37M | 0.0% | +15.9% | 0.023% | |
2/13/2024 | First Trust Advisors LP | 79,314 | $1.19M | 0.0% | -7.1% | 0.073% | |
2/13/2024 | 1607 Capital Partners LLC | 187,328 | $2.80M | 0.2% | -12.5% | 0.173% | |
2/12/2024 | Relative Value Partners Group LLC | 124,850 | $1.87M | 0.1% | -0.7% | 0.115% | |
2/12/2024 | Stifel Financial Corp | 488,792 | $7.31M | 0.0% | +30.3% | 0.452% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,563 | $0.11M | 0.0% | -41.6% | 0.007% | |
2/9/2024 | Wells Fargo & Company MN | 495,095 | $7.40M | 0.0% | +0.9% | 0.458% | |
2/9/2024 | UBS Group AG | 1,543,167 | $23.07M | 0.0% | +8.2% | 1.427% | |
2/7/2024 | Calton & Associates Inc. | 26,167 | $0.39M | 0.2% | N/A | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 11,851 | $0.18M | 0.0% | N/A | 0.011% | |
2/5/2024 | Transcend Capital Advisors LLC | 55,372 | $0.83M | 0.1% | +7.6% | 0.051% | |
2/2/2024 | Bfsg LLC | 2,741 | $41K | 0.0% | N/A | 0.003% | |
2/2/2024 | Fountainhead AM LLC | 46,649 | $0.70M | 0.2% | +41.9% | 0.043% | |
2/2/2024 | Private Management Group Inc. | 150,655 | $2.25M | 0.1% | -1.9% | 0.139% | |
2/1/2024 | Wolverine Asset Management LLC | 119,919 | $1.79M | 0.0% | N/A | 0.111% | |
2/1/2024 | CWM LLC | 4,155 | $62K | 0.0% | N/A | 0.004% | |
1/30/2024 | Mathes Company Inc. | 95,750 | $1.43M | 0.6% | -5.9% | 0.089% | |
1/29/2024 | Consolidated Portfolio Review Corp | 89,622 | $1.34M | 0.3% | +2.3% | 0.083% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,065 | $0.42M | 0.1% | +367.8% | 0.026% | |
1/23/2024 | Camelot Portfolios LLC | 24,500 | $0.37M | 0.2% | +4.3% | 0.023% | |
1/22/2024 | Claro Advisors LLC | 17,736 | $0.27M | 0.1% | +9.9% | 0.016% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,218 | $0.27M | 0.0% | -27.3% | 0.017% | |
1/16/2024 | Raymond James & Associates | 833,389 | $12.46M | 0.0% | -21.0% | 0.771% | |
1/12/2024 | Advisor Resource Council | 104,590 | $1.56M | 0.2% | N/A | 0.097% | |
1/11/2024 | Amplius Wealth Advisors LLC | 35,824 | $0.54M | 0.1% | -2.7% | 0.033% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 1,650 | $25K | 0.0% | N/A | 0.002% | |
11/21/2023 | Walleye Capital LLC | 53,884 | $0.78M | 0.0% | +315.1% | 0.050% | |
11/21/2023 | Comerica Bank | 10,571 | $0.15M | 0.0% | N/A | 0.010% | |
11/16/2023 | Morgan Stanley | 9,759,218 | $141.41M | 0.0% | -1.5% | 9.025% | |
11/15/2023 | Royal Bank of Canada | 135,520 | $1.96M | 0.0% | -28.0% | 0.125% | |
11/15/2023 | Ameriprise Financial Inc. | 49,358 | $0.72M | 0.0% | +6.0% | 0.046% | |
11/15/2023 | Advisors Asset Management Inc. | 161,247 | $2.34M | 0.1% | -2.0% | 0.149% | |
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11/14/2023 | Saba Capital Management L.P. | 10,259,217 | $148.66M | 3.6% | +17.2% | 9.487% | |
11/14/2023 | Alpine Global Management LLC | 74,854 | $1.09M | 0.3% | +26.3% | 0.069% | |
11/14/2023 | Clough Capital Partners L P | 264,930 | $3.84M | 0.4% | -46.5% | 0.245% | |
11/14/2023 | Qube Research & Technologies Ltd | 62,590 | $0.91M | 0.0% | +37.9% | 0.058% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 131,719 | $1.91M | 0.7% | -21.3% | 0.122% | |
11/13/2023 | Consolidated Portfolio Review Corp | 87,605 | $1.27M | 0.3% | -9.1% | 0.081% | |
11/13/2023 | Stifel Financial Corp | 375,164 | $5.44M | 0.0% | +19.3% | 0.347% | |
11/13/2023 | LPL Financial LLC | 81,449 | $1.18M | 0.0% | -38.4% | 0.075% | |
11/13/2023 | Invesco Ltd. | 62,109 | $0.90M | 0.0% | +20.3% | 0.057% | |
11/9/2023 | UBS Group AG | 1,426,529 | $20.67M | 0.0% | -0.3% | 1.319% | |
11/8/2023 | D.A. Davidson & CO. | 10,825 | $0.16M | 0.0% | -33.7% | 0.010% | |
11/8/2023 | Janney Montgomery Scott LLC | 20,734 | $0.30M | 0.0% | -7.4% | 0.019% | |
11/8/2023 | Oppenheimer & Co. Inc. | 21,223 | $0.31M | 0.0% | -8.7% | 0.020% | |
11/7/2023 | Atlas Wealth LLC | 542,642 | $7.86M | 1.5% | -1.1% | 0.502% | |
11/6/2023 | Childress Capital Advisors LLC | 13,100 | $0.19M | 0.1% | N/A | 0.012% | |
11/4/2023 | NBC Securities Inc. | 5,252 | $76K | 0.0% | N/A | 0.005% | |
11/1/2023 | Ironsides Asset Advisors LLC | 25,527 | $0.37M | 0.2% | +9.2% | 0.024% | |
11/1/2023 | Fountainhead AM LLC | 32,883 | $0.48M | 0.2% | N/A | 0.030% | |
10/30/2023 | Private Management Group Inc. | 153,516 | $2.22M | 0.1% | -0.6% | 0.142% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 6,000 | $87K | 0.0% | N/A | 0.006% | |
10/27/2023 | Carmel Capital Partners LLC | 7,500 | $0.11M | 0.0% | N/A | 0.007% | |
10/26/2023 | Advisor Partners II LLC | 549,792 | $7.97M | 0.3% | N/A | 0.508% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 25,074 | $0.36M | 0.0% | +6.8% | 0.023% | |
10/24/2023 | Raymond James & Associates | 1,054,494 | $15.28M | 0.0% | -2.1% | 0.975% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 128,956 | $1.87M | 0.0% | +6.0% | 0.119% | |
10/20/2023 | Camelot Portfolios LLC | 23,500 | $0.34M | 0.3% | -11.3% | 0.022% | |
10/17/2023 | Amplius Wealth Advisors LLC | 36,821 | $0.53M | 0.1% | -11.8% | 0.034% | |
8/21/2023 | Osaic Holdings Inc. | 92,931 | $1.42M | 0.0% | +3.4% | 0.086% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 167,450 | $2.55M | 1.0% | -52.7% | 0.155% | |
8/15/2023 | Wells Fargo & Company MN | 528,521 | $8.06M | 0.0% | -1.9% | 0.489% | |
8/15/2023 | Walleye Capital LLC | 12,980 | $0.20M | 0.0% | N/A | 0.012% | |
8/15/2023 | Woodline Partners LP | 525,011 | $8.01M | 0.1% | +151.5% | 0.486% | |
8/15/2023 | Quarry LP | 28,600 | $0.44M | 0.1% | N/A | 0.026% | |
8/15/2023 | Rivernorth Capital Management LLC | 5,474,800 | $83.49M | 4.2% | -0.4% | 5.063% | |
8/15/2023 | Royal Bank of Canada | 188,297 | $2.87M | 0.0% | -23.0% | 0.174% | |
8/15/2023 | Rockefeller Capital Management L.P. | 424,793 | $6.48M | 0.0% | +2.0% | 0.393% | |
8/15/2023 | Stifel Financial Corp | 314,358 | $4.79M | 0.0% | -4.5% | 0.291% | |
8/15/2023 | Ironsides Asset Advisors LLC | 23,366 | $0.35M | 0.2% | +19.1% | 0.022% | |
8/15/2023 | Cohen & Steers Inc. | 790,567 | $12.06M | 0.0% | +7.0% | 0.731% | |
8/11/2023 | Baird Financial Group Inc. | 36,506 | $0.56M | 0.0% | +4.2% | 0.034% | |
8/11/2023 | BlackRock Inc. | 5,000 | $76K | 0.0% | -36.6% | 0.005% | |
8/11/2023 | D.A. Davidson & CO. | 16,325 | $0.25M | 0.0% | +46.7% | 0.015% | |
8/11/2023 | Penserra Capital Management LLC | 358,767 | $5.47M | 0.1% | +6.6% | 0.332% | |
8/10/2023 | Osaic Holdings Inc. | 92,931 | $1.42M | 0.0% | +3.4% | 0.086% | |
8/10/2023 | Commonwealth Equity Services LLC | 211,557 | $3.23M | 0.0% | -1.1% | 0.196% | |
8/3/2023 | Oppenheimer & Co. Inc. | 23,242 | $0.35M | 0.0% | +95.9% | 0.021% | |
7/31/2023 | LPL Financial LLC | 132,320 | $2.02M | 0.0% | +23.2% | 0.122% | |
7/26/2023 | Amplius Wealth Advisors LLC | 41,737 | $0.64M | 0.1% | -74.0% | 0.039% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 23,485 | $0.36M | 0.0% | +5.0% | 0.022% | |
7/25/2023 | Raymond James & Associates | 1,076,581 | $16.42M | 0.0% | +2.0% | 0.996% | |
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7/25/2023 | Mathes Company Inc. | 101,250 | $1.54M | 0.7% | N/A | 0.094% | |
7/18/2023 | Virtue Capital Management LLC | 25,000 | $0.38M | 0.1% | N/A | 0.023% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 16,957 | $0.26M | 0.0% | -74.6% | 0.016% | |
7/14/2023 | Ronald Blue Trust Inc. | 3,028 | $46K | 0.0% | N/A | 0.003% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 121,684 | $1.86M | 0.0% | -5.3% | 0.113% | |
6/28/2023 | Relative Value Partners Group LLC | 411,764 | $6.23M | 0.4% | -17.3% | 0.381% | |
5/22/2023 | Ameriprise Financial Inc. | 47,226 | $0.72M | 0.0% | -3.9% | 0.042% | |
5/18/2023 | SkyView Investment Advisors LLC | 22,368 | $0.34M | 0.1% | N/A | 0.020% | |
5/18/2023 | JPMorgan Chase & Co. | 110,244 | $1.67M | 0.0% | +195.8% | 0.098% | |
5/17/2023 | Rockefeller Capital Management L.P. | 416,433 | $6.30M | 0.0% | +2.0% | 0.370% | |