7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,086 | $1.44M | 0.0% | -49.2% | 0.021% | |
7/26/2024 | Atomi Financial Group Inc. | 6,789 | $389K | 0.0% | -5.7% | 0.006% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 97,107 | $5.57M | 0.0% | N/A | 0.082% | |
7/26/2024 | Bailard Inc. | 7,040 | $404K | 0.0% | -16.6% | 0.006% | |
7/25/2024 | Calamos Advisors LLC | 60,943 | $3.49M | 0.0% | -43.3% | 0.051% | |
7/23/2024 | Hennessy Advisors Inc. | 183,000 | $10.49M | 0.4% | N/A | 0.154% | |
|
7/23/2024 | Byrne Asset Management LLC | 1,910 | $109K | 0.1% | +52.8% | 0.002% | |
7/22/2024 | Atria Wealth Solutions Inc. | 15,589 | $893K | 0.0% | +12.2% | 0.013% | |
7/22/2024 | Bay Rivers Group | 19,517 | $1.12M | 0.6% | +1.9% | 0.016% | |
7/22/2024 | Caldwell Investment Management Ltd. | 125,000 | $7.15M | 5.4% | -31.4% | 0.105% | |
7/22/2024 | Paradiem LLC | 87,048 | $4.99M | 1.3% | -8.0% | 0.073% | |
7/19/2024 | Raymond James & Associates | 108,930 | $6.25M | 0.0% | +79.7% | 0.092% | |
7/18/2024 | Blue Trust Inc. | 7,314 | $419K | 0.0% | +422.8% | 0.006% | |
7/17/2024 | Rockingstone Advisors LLC | 42,590 | $2.44M | 1.3% | N/A | 0.036% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,802 | $218K | 0.0% | N/A | 0.003% | |
7/16/2024 | Roman Butler Fullerton & Co. | 22,766 | $1.40M | 0.5% | N/A | 0.019% | |
7/12/2024 | SG Americas Securities LLC | 18,935 | $1.09M | 0.0% | +276.6% | 0.016% | |
7/12/2024 | Wolff Wiese Magana LLC | 700 | $40K | 0.0% | +32.1% | 0.001% | |
7/12/2024 | Carolina Wealth Advisors LLC | 15,941 | $914K | 0.4% | -64.2% | 0.013% | |
7/10/2024 | Csenge Advisory Group | 6,466 | $371K | 0.0% | N/A | 0.005% | |
7/9/2024 | Naples Money Management LLC | 950 | $55K | 0.0% | +90.0% | 0.001% | |
7/9/2024 | Harbor Capital Advisors Inc. | 40,250 | $2.31M | 0.2% | N/A | 0.034% | |
6/7/2024 | SG Capital Management LLC | 495,488 | $22.27M | 7.3% | -49.9% | 0.417% | |
6/4/2024 | DekaBank Deutsche Girozentrale | 2,375 | $110K | 0.0% | N/A | 0.002% | |
5/28/2024 | Boston Partners | 55,028 | $2.47M | 0.0% | -48.4% | 0.046% | |
5/24/2024 | Cetera Advisors LLC | 8,176 | $367K | 0.0% | N/A | 0.007% | |
5/24/2024 | Invst LLC | 4,486 | $206K | 0.0% | N/A | 0.004% | |
5/17/2024 | Castleark Management LLC | 195,350 | $8.78M | 0.4% | -33.2% | 0.164% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 14,729 | $662K | 0.0% | -10.9% | 0.012% | |
5/16/2024 | Janus Henderson Group PLC | 23,108 | $1.04M | 0.0% | N/A | 0.019% | |
5/16/2024 | Bayesian Capital Management LP | 36,926 | $1.66M | 0.2% | N/A | 0.031% | |
5/15/2024 | Whale Rock Capital Management LLC | 3,774,912 | $169.65M | 2.5% | -9.7% | 3.177% | |
5/15/2024 | SVB Wealth LLC | 6,133 | $276K | 0.0% | N/A | 0.005% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 8,703,742 | $391.15M | 0.0% | +2,494.7% | 7.326% | |
5/15/2024 | Lazard Asset Management LLC | 13,736 | $617K | 0.0% | -8.2% | 0.012% | |
5/15/2024 | Truvestments Capital LLC | 15,776 | $709K | 0.3% | +7,788.0% | 0.013% | |
5/15/2024 | Guardian Capital Advisors LP | 5,850 | $264K | 0.0% | -33.3% | 0.005% | |
5/15/2024 | Brant Point Investment Management LLC | 96,410 | $4.33M | 0.4% | -12.4% | 0.081% | |
5/14/2024 | Guardian Capital LP | 1,124,305 | $50.56M | 1.8% | -41.8% | 0.946% | |
5/14/2024 | Toronto Dominion Bank | 30,987 | $1.39M | 0.0% | -65.2% | 0.026% | |
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 |
5/14/2024 | Vident Advisory LLC | 87,090 | $3.92M | 0.1% | +20.6% | 0.073% | |
5/14/2024 | Shell Asset Management Co. | 149,357 | $6.71M | 0.3% | -19.5% | 0.126% | |
5/14/2024 | Pitcairn Co. | 17,711 | $796K | 0.1% | N/A | 0.015% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 54,157 | $2.44M | 0.0% | -20.1% | 0.046% | |
5/13/2024 | Clearbridge Investments LLC | 25,852 | $1.16M | 0.0% | -68.2% | 0.022% | |
5/13/2024 | Seven Eight Capital LP | 41,352 | $1.86M | 0.2% | +186.8% | 0.035% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 390,086 | $17.53M | 0.2% | -5.3% | 0.328% | |
5/11/2024 | Hillsdale Investment Management Inc. | 980,756 | $44.09M | 3.5% | -42.0% | 0.822% | |
5/10/2024 | Acadian Asset Management LLC | 2,640,877 | $118.73M | 0.4% | +0.3% | 2.214% | |
5/10/2024 | Vanguard Group Inc. | 4,331,184 | $194.64M | 0.0% | +1.5% | 3.632% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 19,359 | $890K | 0.0% | -19.2% | 0.016% | |
5/10/2024 | Cumberland Partners Ltd | 9,100 | $409K | 0.0% | -43.5% | 0.008% | |
5/10/2024 | Twin Tree Management LP | 166,977 | $7.50M | 0.0% | N/A | 0.140% | |
5/9/2024 | Kingsview Wealth Management LLC | 6,359 | $286K | 0.0% | N/A | 0.005% | |
5/9/2024 | Foundry Partners LLC | 74,521 | $3.35M | 0.2% | -22.0% | 0.062% | |
5/9/2024 | Koshinski Asset Management Inc. | 7,010 | $315K | 0.0% | N/A | 0.006% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,968 | $313K | 0.0% | N/A | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 6,858 | $308K | 0.1% | N/A | 0.006% | |
5/7/2024 | Sei Investments Co. | 40,560 | $1.82M | 0.0% | +117.8% | 0.034% | |
5/7/2024 | Atomi Financial Group Inc. | 7,200 | $324K | 0.0% | N/A | 0.006% | |
5/7/2024 | Swiss National Bank | 238,000 | $10.69M | 0.0% | +0.6% | 0.200% | |
5/7/2024 | ClariVest Asset Management LLC | 80,429 | $3.61M | 0.4% | -54.1% | 0.067% | |
5/7/2024 | PFG Advisors | 9,700 | $436K | 0.0% | N/A | 0.008% | |
5/7/2024 | SG Americas Securities LLC | 5,028 | $226K | 0.0% | N/A | 0.004% | |
5/7/2024 | Sciencast Management LP | 21,892 | $984K | 0.6% | +21.5% | 0.018% | |
5/6/2024 | Quantbot Technologies LP | 34,534 | $1.55M | 0.1% | -27.4% | 0.029% | |
5/2/2024 | Broad Peak Investment Holdings Ltd. | 224,645 | $10.10M | 1.9% | N/A | 0.188% | |
5/1/2024 | Janney Montgomery Scott LLC | 101,272 | $4.55M | 0.0% | +6.9% | 0.085% | |
5/1/2024 | BNP Paribas Financial Markets | 546,230 | $24.55M | 0.0% | +62.9% | 0.458% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 27,398 | $1.23M | 0.0% | N/A | 0.023% | |
4/30/2024 | Hartline Investment Corp | 10,993 | $494K | 0.1% | N/A | 0.009% | |
4/30/2024 | Claret Asset Management Corp | 54,846 | $2.47M | 0.4% | -4.5% | 0.046% | |
4/29/2024 | Principal Financial Group Inc. | 504,060 | $22.67M | 0.0% | N/A | 0.423% | |
4/27/2024 | K.J. Harrison & Partners Inc | 25,000 | $1.12M | 0.2% | N/A | 0.021% | |
4/26/2024 | Triasima Portfolio Management inc. | 283,603 | $12.74M | 1.1% | N/A | 0.238% | |
4/26/2024 | UMB Bank n.a. | 1,428 | $64K | 0.0% | N/A | 0.001% | |
4/26/2024 | Legacy Bridge LLC | 18,345 | $824K | 0.5% | N/A | 0.015% | |
4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 16,890 | $759K | 0.1% | N/A | 0.014% | |
4/25/2024 | WCM Investment Management LLC | 2,398,352 | $107.78M | 0.3% | +4.6% | 2.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,373 | $2.22M | 0.0% | N/A | 0.041% | |
4/24/2024 | Elite Wealth Management Inc. | 55,662 | $2.50M | 0.1% | N/A | 0.047% | |
4/23/2024 | Wesbanco Bank Inc. | 44,009 | $1.98M | 0.1% | N/A | 0.037% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 68,062 | $3.06M | 0.0% | +201.8% | 0.057% | |
4/23/2024 | Paradiem LLC | 94,610 | $4.25M | 1.0% | +4.3% | 0.079% | |
4/22/2024 | Byrne Asset Management LLC | 1,250 | $56K | 0.0% | +78.6% | 0.001% | |
4/22/2024 | Bay Rivers Group | 19,147 | $860K | 0.5% | N/A | 0.016% | |
4/19/2024 | First Trust Direct Indexing L.P. | 9,482 | $426K | 0.0% | -7.5% | 0.008% | |
4/18/2024 | Oliver Luxxe Assets LLC | 72,278 | $3.25M | 0.7% | N/A | 0.061% | |
4/16/2024 | Guyasuta Investment Advisors Inc. | 125,090 | $5.62M | 0.4% | -0.5% | 0.105% | |
4/16/2024 | Ausbil Investment Management Ltd | 34,789 | $1.60M | 0.8% | N/A | 0.029% | |
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 |
4/15/2024 | DGS Capital Management LLC | 65,848 | $2.96M | 0.8% | -5.4% | 0.055% | |
4/10/2024 | Enterprise Bank & Trust Co | 4,724 | $212K | 0.1% | N/A | 0.004% | |
4/5/2024 | Carolina Wealth Advisors LLC | 44,489 | $2.00M | 1.1% | -0.8% | 0.037% | |
3/18/2024 | Kingdon Capital Management L.L.C. | 225,000 | $6.59M | 0.8% | +12.5% | 0.189% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 16,529 | $484K | 0.0% | +12.2% | 0.014% | |
3/11/2024 | Vanguard Group Inc. | 4,266,526 | $124.92M | 0.0% | +15.2% | 3.575% | |
3/4/2024 | Tucker Asset Management LLC | 5,150 | $151K | 0.0% | N/A | 0.004% | |
2/15/2024 | G2 Investment Partners Management LLC | 437,121 | $12.80M | 3.8% | -42.9% | 0.366% | |
2/14/2024 | Point72 Hong Kong Ltd | 1,627,529 | $47.65M | 2.9% | +411.4% | 1.364% | |
2/14/2024 | Point72 Asset Management L.P. | 3,386,709 | $99.16M | 0.2% | +72.9% | 2.837% | |