4/23/2024 | Venturi Wealth Management LLC | 3,946 | $303K | 0.0% | -15.4% | 0.008% | |
4/23/2024 | Hunter Perkins Capital Management LLC | 26,343 | $2.03M | 0.4% | +3.6% | 0.053% | |
4/23/2024 | KLR Investment Advisors LLC | 4,382 | $337K | 0.2% | -6.3% | 0.009% | |
4/22/2024 | Raymond James & Associates | 251,166 | $19.31M | 0.0% | +25.0% | 0.507% | |
4/22/2024 | Berry Wealth Group LP | 3,291 | $253K | 0.2% | N/A | 0.007% | |
4/19/2024 | Norden Group LLC | 4,376 | $336K | 0.0% | N/A | 0.009% | |
|
4/18/2024 | Wasatch Advisors LP | 3,124,662 | $240.26M | 1.3% | +29.1% | 6.309% | |
4/18/2024 | Congress Wealth Management LLC DE | 74,358 | $5.72M | 0.1% | +14.0% | 0.150% | |
4/11/2024 | Congress Asset Management Co. MA | 427,335 | $32.86M | 0.2% | +9.7% | 0.863% | |
3/25/2024 | Quadrature Capital Ltd | 15,621 | $1.18M | 0.0% | N/A | 0.032% | |
3/22/2024 | PNC Financial Services Group Inc. | 6,072 | $460K | 0.0% | -3.8% | 0.012% | |
3/11/2024 | Vanguard Group Inc. | 2,666,537 | $201.94M | 0.0% | +1.2% | 5.385% | |
3/4/2024 | Congress Asset Management Co. MA | 389,400 | $29.49M | 0.2% | +8.6% | 0.786% | |
2/16/2024 | Winslow Asset Management Inc. | 109,720 | $8.31M | 1.7% | +4.9% | 0.223% | |
2/14/2024 | Garner Asset Management Corp | 1,214 | $84K | 0.0% | N/A | 0.002% | |
2/14/2024 | Wasatch Advisors LP | 2,420,663 | $183.32M | 1.0% | +54.2% | 4.926% | |
2/14/2024 | Quadrature Capital Ltd | 15,621 | $1.18M | 0.0% | N/A | 0.032% | |
2/14/2024 | Scout Investments Inc. | 141,554 | $10.72M | 0.3% | -1.5% | 0.288% | |
2/13/2024 | Gabelli Funds LLC | 7,500 | $568K | 0.0% | +25.0% | 0.015% | |
2/12/2024 | Eagle Asset Management Inc. | 259,000 | $19.61M | 0.1% | +5.0% | 0.527% | |
2/12/2024 | Evoke Wealth LLC | 43,856 | $3.32M | 0.1% | N/A | 0.089% | |
2/12/2024 | Hsbc Holdings PLC | 70,928 | $5.37M | 0.0% | -0.4% | 0.144% | |
2/9/2024 | Congress Wealth Management LLC DE | 65,254 | $4.94M | 0.1% | +5.6% | 0.133% | |
2/9/2024 | US Bancorp DE | 18,066 | $1.37M | 0.0% | +6.2% | 0.037% | |
2/9/2024 | GW&K Investment Management LLC | 548,274 | $41.52M | 0.4% | -7.0% | 1.116% | |
2/9/2024 | PNC Financial Services Group Inc. | 6,072 | $460K | 0.0% | -3.8% | 0.012% | |
2/9/2024 | Norges Bank | 355,961 | $26.96M | 0.0% | N/A | 0.724% | |
2/8/2024 | Taylor Hoffman Wealth Management | 58,243 | $4.41M | 2.0% | +9.2% | 0.119% | |
2/8/2024 | EFG Asset Management North America Corp. | 15,035 | $1.14M | 0.2% | -2.4% | 0.031% | |
2/8/2024 | Beacon Pointe Advisors LLC | 2,766 | $209K | 0.0% | N/A | 0.006% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 3,482 | $264K | 0.0% | -11.1% | 0.007% | |
2/7/2024 | Dimensional Fund Advisors LP | 1,140,859 | $86.40M | 0.0% | +2.5% | 2.322% | |
2/7/2024 | BNP Paribas Financial Markets | 20,716 | $1.57M | 0.0% | -59.8% | 0.042% | |
2/7/2024 | Principal Securities Inc. | 376 | $28K | 0.0% | N/A | 0.001% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 682,535 | $51.69M | 0.0% | +1.6% | 1.389% | |
2/6/2024 | Amalgamated Bank | 3,676 | $278K | 0.0% | -6.6% | 0.007% | |
2/6/2024 | SRS Capital Advisors Inc. | 548 | $41K | 0.0% | +294.2% | 0.001% | |
2/6/2024 | Swiss National Bank | 53,300 | $4.04M | 0.0% | -10.3% | 0.108% | |
2/5/2024 | Victory Capital Management Inc. | 1,681,497 | $127.34M | 0.1% | +1.5% | 3.422% | |
2/5/2024 | Russell Investments Group Ltd. | 164,733 | $12.48M | 0.0% | -20.7% | 0.335% | |
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2/1/2024 | Duality Advisers LP | 3,480 | $264K | 0.0% | N/A | 0.007% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 6,596 | $500K | 0.0% | +8.9% | 0.013% | |
1/30/2024 | Strs Ohio | 8,700 | $658K | 0.0% | -34.6% | 0.018% | |
1/26/2024 | Mendel Capital Management LLC | 4,150 | $314K | 0.2% | -23.5% | 0.008% | |
1/26/2024 | Moody Aldrich Partners LLC | 135,849 | $10.29M | 1.8% | +39.5% | 0.276% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 15,754 | $1.19M | 0.0% | +5.0% | 0.032% | |
1/24/2024 | Boston Trust Walden Corp | 931,810 | $70.57M | 0.5% | +0.6% | 1.896% | |
1/23/2024 | Venturi Wealth Management LLC | 4,662 | $353K | 0.0% | +39.1% | 0.009% | |
1/19/2024 | Copeland Capital Management LLC | 1,048,411 | $79.40M | 1.6% | +2.8% | 2.134% | |
1/18/2024 | Global Retirement Partners LLC | 754 | $57K | 0.0% | -42.5% | 0.002% | |
1/18/2024 | Hunter Perkins Capital Management LLC | 25,423 | $1.93M | 0.4% | -38.0% | 0.052% | |
1/16/2024 | Raymond James & Associates | 200,944 | $15.22M | 0.0% | +38.8% | 0.409% | |
1/12/2024 | SG Americas Securities LLC | 1,874 | $142K | 0.0% | N/A | 0.004% | |
1/11/2024 | Naples Global Advisors LLC | 2,845 | $215K | 0.0% | N/A | 0.006% | |
1/11/2024 | Raymond James Trust N.A. | 3,408 | $258K | 0.0% | N/A | 0.007% | |
12/18/2023 | Vanguard Group Inc. | 2,635,012 | $165.19M | 0.0% | -0.1% | 5.362% | |
12/6/2023 | Citigroup Inc. | 1,855 | $116K | 0.0% | -86.3% | 0.004% | |
11/16/2023 | Tudor Investment Corp Et Al | 41,367 | $2.59M | 0.0% | -40.5% | 0.084% | |
11/15/2023 | Sei Investments Co. | 205,727 | $12.90M | 0.0% | +6.7% | 0.419% | |
11/15/2023 | Alps Advisors Inc. | 22,000 | $1.38M | 0.0% | -35.9% | 0.045% | |
11/15/2023 | AXQ Capital LP | 3,470 | $218K | 0.1% | N/A | 0.007% | |
11/15/2023 | Glenmede Trust Co. NA | 10,796 | $677K | 0.0% | +58.3% | 0.022% | |
11/14/2023 | Bamco Inc. NY | 2,249,784 | $141.04M | 0.4% | -9.0% | 4.578% | |
11/14/2023 | Trexquant Investment LP | 12,711 | $797K | 0.0% | -19.2% | 0.026% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 4,925 | $309K | 0.0% | +34.1% | 0.010% | |
11/13/2023 | Nicholas Company Inc. | 176,935 | $11.09M | 0.2% | -0.1% | 0.360% | |
11/13/2023 | Eagle Asset Management Inc. | 246,622 | $15.46M | 0.1% | +0.4% | 0.502% | |
11/13/2023 | Algert Global LLC | 7,530 | $472K | 0.0% | N/A | 0.015% | |
11/13/2023 | Northern Trust Corp | 323,429 | $20.28M | 0.0% | +2.7% | 0.658% | |
11/13/2023 | Stifel Financial Corp | 35,641 | $2.23M | 0.0% | +3.9% | 0.073% | |
11/13/2023 | Healthcare of Ontario Pension Plan Trust Fund | 30,000 | $1.88M | 0.0% | N/A | 0.061% | |
11/13/2023 | Dark Forest Capital Management LP | 9,647 | $605K | 0.0% | -38.3% | 0.020% | |
11/13/2023 | Hsbc Holdings PLC | 71,226 | $4.47M | 0.0% | -6.4% | 0.145% | |
11/13/2023 | Invesco Ltd. | 233,931 | $14.67M | 0.0% | +421.4% | 0.476% | |
11/13/2023 | Envestnet Asset Management Inc. | 158,076 | $9.91M | 0.0% | +44.7% | 0.322% | |
11/13/2023 | Grantham Mayo Van Otterloo & Co. LLC | 138,064 | $8.66M | 0.0% | +80.8% | 0.281% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,076 | $318K | 0.0% | N/A | 0.010% | |
11/13/2023 | PNC Financial Services Group Inc. | 6,313 | $396K | 0.0% | -8.1% | 0.013% | |
11/9/2023 | Rhumbline Advisers | 37,790 | $2.37M | 0.0% | +1.8% | 0.077% | |
11/9/2023 | Deutsche Bank AG | 14,015 | $879K | 0.0% | +13.3% | 0.029% | |
11/9/2023 | Scout Investments Inc. | 143,775 | $8.91M | 0.2% | -2.8% | 0.293% | |
11/9/2023 | UBS Group AG | 109,165 | $6.84M | 0.0% | -2.5% | 0.222% | |
11/8/2023 | Pathstone Family Office LLC | 8,497 | $533K | 0.0% | +13.7% | 0.017% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 3,915 | $245K | 0.0% | N/A | 0.008% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 672,011 | $42.13M | 0.0% | +4.8% | 1.368% | |
11/8/2023 | Gabelli Funds LLC | 6,000 | $376K | 0.0% | +17.6% | 0.012% | |
11/8/2023 | Gamco Investors INC. ET AL | 343,777 | $21.55M | 0.2% | -0.2% | 0.700% | |
11/8/2023 | Swiss National Bank | 59,400 | $3.72M | 0.0% | +1.0% | 0.121% | |
11/8/2023 | KLR Investment Advisors LLC | 4,560 | $292K | 0.3% | -18.9% | 0.009% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 14,091 | $883K | 0.0% | -1.3% | 0.029% | |
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As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea. Click here to find out what to do. |
11/8/2023 | Moody Aldrich Partners LLC | 97,391 | $6.11M | 1.2% | +73.4% | 0.198% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 26,204 | $1.64M | 0.0% | +10.9% | 0.053% | |
11/7/2023 | Barclays PLC | 16,617 | $1.04M | 0.0% | +9.9% | 0.034% | |
11/7/2023 | Winslow Asset Management Inc. | 104,611 | $6.56M | 1.5% | -0.3% | 0.213% | |
11/6/2023 | Versor Investments LP | 3,856 | $242K | 0.0% | N/A | 0.008% | |
11/6/2023 | Victory Capital Management Inc. | 1,656,602 | $103.85M | 0.1% | +2.1% | 3.372% | |
11/4/2023 | Signaturefd LLC | 418 | $26K | 0.0% | +104.9% | 0.001% | |
11/2/2023 | EFG Asset Management North America Corp. | 15,409 | $967K | 0.2% | N/A | 0.031% | |
11/2/2023 | Venturi Wealth Management LLC | 3,351 | $210K | 0.0% | -16.3% | 0.007% | |
11/2/2023 | Nisa Investment Advisors LLC | 6,507 | $408K | 0.0% | -52.5% | 0.013% | |