8/27/2025 | Orion Porfolio Solutions LLC | 14,580 | $3.83M | 0.0% | +3.3% | 0.018% | |
8/26/2025 | Thrivent Financial for Lutherans | 517,396 | $135.82M | 0.3% | +25.6% | 0.623% | |
8/20/2025 | Kentucky Retirement Systems | 5,385 | $1.41M | 0.0% | -6.2% | 0.006% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 2,286 | $600K | 0.0% | -6.5% | 0.003% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 798 | $210K | 0.0% | N/A | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 5,371 | $1.40M | 0.0% | +3.0% | 0.006% | |
8/19/2025 | Pitcairn Co. | 1,044 | $274K | 0.0% | -11.3% | 0.001% | |
8/18/2025 | Nomura Holdings Inc. | 996 | $261K | 0.0% | -62.2% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 286 | $75K | 0.0% | +61.6% | 0.000% | |
8/18/2025 | Caxton Associates LLP | 2,665 | $700K | 0.0% | -75.9% | 0.003% | |
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8/18/2025 | CYBER HORNET ETFs LLC | 221 | $58K | 0.0% | N/A | 0.000% | |
8/18/2025 | Rexford Capital Inc. | 745 | $196K | 0.2% | N/A | 0.001% | |
8/16/2025 | Public Sector Pension Investment Board | 6,472 | $1.70M | 0.0% | -43.3% | 0.008% | |
8/16/2025 | Evergreen Capital Management LLC | 1,193 | $313K | 0.0% | +8.3% | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 128 | $34K | 0.0% | +300.0% | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 1,079 | $283K | 0.0% | -14.9% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,913 | $502K | 0.0% | -22.2% | 0.002% | |
8/15/2025 | MUFG Securities EMEA plc | 246 | $65K | 0.0% | N/A | 0.000% | |
8/15/2025 | Fairfield Bush & CO. | 9,854 | $2.59M | 1.5% | -4.7% | 0.012% | |
8/15/2025 | Corient Private Wealth LLC | 25,001 | $6.56M | 0.0% | +1.2% | 0.030% | |
8/15/2025 | State of Tennessee Department of Treasury | 16,117 | $4.23M | 0.0% | -28.2% | 0.019% | |
8/15/2025 | E Fund Management Co. Ltd. | 1,231 | $323K | 0.0% | -15.7% | 0.001% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 4,547 | $1.19M | 0.1% | -2.4% | 0.005% | |
8/15/2025 | Captrust Financial Advisors | 35,127 | $9.22M | 0.0% | -5.0% | 0.042% | |
8/15/2025 | Vident Advisory LLC | 12,648 | $3.32M | 0.0% | +469.5% | 0.015% | |
8/15/2025 | Two Sigma Securities LLC | 4,164 | $1.09M | 0.1% | N/A | 0.005% | |
8/15/2025 | Teewinot Capital Advisers L.L.C. | 3,255 | $854K | 0.1% | +6.9% | 0.004% | |
8/15/2025 | Tidal Investments LLC | 6,998 | $1.84M | 0.0% | +173.0% | 0.008% | |
8/15/2025 | Select Equity Group L.P. | 2,132,792 | $559.88M | 2.3% | -3.9% | 2.567% | |
8/15/2025 | Smartleaf Asset Management LLC | 302 | $79K | 0.0% | -54.9% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 2,147 | $564K | 0.0% | -2.4% | 0.003% | |
8/15/2025 | Royal London Asset Management Ltd. | 38,574 | $10.13M | 0.0% | -0.7% | 0.046% | |
8/15/2025 | Rafferty Asset Management LLC | 8,843 | $2.32M | 0.0% | +14.5% | 0.011% | |
8/15/2025 | Orion Porfolio Solutions LLC | 14,580 | $3.83M | 0.0% | +3.3% | 0.018% | |
8/15/2025 | MML Investors Services LLC | 20,347 | $5.34M | 0.0% | +2.8% | 0.024% | |
8/15/2025 | Lazard Asset Management LLC | 989,433 | $259.73M | 0.4% | +224.1% | 1.191% | |
8/15/2025 | LMR Partners LLP | 1,552 | $407K | 0.0% | +65.3% | 0.002% | |
8/15/2025 | HRT Financial LP | 23,269 | $6.11M | 0.0% | N/A | 0.028% | |
8/15/2025 | Humankind Investments LLC | 5,956 | $1.56M | 0.4% | +2.5% | 0.007% | |
8/15/2025 | Great Valley Advisor Group Inc. | 2,230 | $585K | 0.0% | -4.2% | 0.003% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
8/15/2025 | EP Wealth Advisors LLC | 1,690 | $444K | 0.0% | +5.2% | 0.002% | |
8/15/2025 | Engineers Gate Manager LP | 1,617 | $424K | 0.0% | -96.3% | 0.002% | |
8/15/2025 | Curi Capital LLC | 1,636 | $429K | 0.0% | N/A | 0.002% | |
8/15/2025 | Beck Mack & Oliver LLC | 614,035 | $161.19M | 3.1% | -2.1% | 0.739% | |
8/15/2025 | BI Asset Management Fondsmaeglerselskab A S | 4,165 | $1.09M | 0.0% | +30.5% | 0.005% | |
8/15/2025 | BNP Paribas Financial Markets | 206,120 | $54.11M | 0.0% | -5.4% | 0.248% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 13,162 | $3.46M | 0.0% | -17.7% | 0.016% | |
8/15/2025 | Brevan Howard Capital Management LP | 1,476 | $387K | 0.0% | -12.7% | 0.002% | |
8/15/2025 | Bellevue Group AG | 36,692 | $9.63M | 0.2% | +30.4% | 0.044% | |
8/15/2025 | Balyasny Asset Management L.P. | 85,957 | $22.57M | 0.0% | N/A | 0.103% | |
8/15/2025 | Bank of America Corp DE | 698,211 | $183.29M | 0.0% | -10.5% | 0.840% | |
8/15/2025 | Adage Capital Partners GP L.L.C. | 23,700 | $6.22M | 0.0% | -66.2% | 0.029% | |
8/15/2025 | Ameriprise Financial Inc. | 244,869 | $64.28M | 0.0% | +19.5% | 0.295% | |
8/15/2025 | AQR Capital Management LLC | 156,713 | $40.81M | 0.0% | -4.3% | 0.189% | |
8/14/2025 | 8 Knots Management LLC | 104,184 | $27.35M | 3.9% | N/A | 0.125% | |
8/14/2025 | California State Teachers Retirement System | 131,257 | $34.46M | 0.0% | -6.7% | 0.158% | |
8/14/2025 | Raymond James Financial Inc. | 159,236 | $41.80M | 0.0% | +5.3% | 0.192% | |
8/14/2025 | Banco BTG Pactual S.A. | 1,337 | $351K | 0.1% | -62.8% | 0.002% | |
8/14/2025 | Canada Pension Plan Investment Board | 14,144 | $3.71M | 0.0% | +167.5% | 0.017% | |
8/14/2025 | Occudo Quantitative Strategies LP | 2,012 | $528K | 0.1% | N/A | 0.002% | |
8/14/2025 | Quantinno Capital Management LP | 17,702 | $4.65M | 0.0% | +32.2% | 0.021% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,712 | $3.08M | 0.0% | -36.8% | 0.014% | |
8/14/2025 | Alliancebernstein L.P. | 1,128,324 | $296.20M | 0.1% | -11.3% | 1.358% | |
8/14/2025 | Peapack Gladstone Financial Corp | 86,224 | $22.64M | 0.3% | -3.8% | 0.104% | |
8/14/2025 | Ieq Capital LLC | 13,102 | $3.44M | 0.0% | -40.5% | 0.016% | |
8/14/2025 | Osterweis Capital Management Inc. | 78,509 | $20.61M | 1.0% | N/A | 0.094% | |
8/14/2025 | Treasurer of the State of North Carolina | 39,032 | $10.25M | 0.0% | +1.5% | 0.047% | |
8/14/2025 | Glenview Trust co | 2,398 | $629K | 0.0% | +5.5% | 0.003% | |
8/14/2025 | The Manufacturers Life Insurance Company | 47,539 | $12.48M | 0.0% | -14.8% | 0.057% | |
8/14/2025 | Sei Investments Co. | 148,891 | $39.09M | 0.0% | -31.0% | 0.179% | |
8/14/2025 | NewEdge Advisors LLC | 7,704 | $2.02M | 0.0% | -9.9% | 0.009% | |
8/14/2025 | Integrated Investment Consultants LLC | 886 | $233K | 0.0% | -7.6% | 0.001% | |
8/14/2025 | Ariel Investments LLC | 365,398 | $95.92M | 1.1% | -0.8% | 0.440% | |
8/14/2025 | BCS Private Wealth Management Inc. | 1,402 | $368K | 0.1% | N/A | 0.002% | |
8/14/2025 | Investment Management Corp of Ontario | 2,024 | $531K | 0.0% | -12.9% | 0.002% | |
8/14/2025 | AXA S.A. | 9,893 | $2.60M | 0.0% | +727.9% | 0.012% | |
8/14/2025 | 2Xideas AG | 27,921 | $7.33M | 1.3% | -14.0% | 0.034% | |
8/14/2025 | State Street Corp | 3,863,039 | $1.01B | 0.0% | +0.9% | 4.649% | |
8/14/2025 | Daiwa Securities Group Inc. | 12,501 | $3.28M | 0.0% | +5.1% | 0.015% | |
8/14/2025 | Thematics Asset Management | 20,015 | $5.25M | 0.2% | +14.7% | 0.024% | |
8/14/2025 | Vega Investment Solutions | 2,746 | $721K | 0.2% | -10.1% | 0.003% | |
8/14/2025 | Ossiam | 3,364 | $883K | 0.0% | -36.0% | 0.004% | |
8/14/2025 | Bank of Nova Scotia | 10,155 | $2.67M | 0.0% | +1.9% | 0.012% | |
8/14/2025 | Burgundy Asset Management Ltd. | 95,842 | $25.16M | 0.2% | +0.2% | 0.115% | |
8/14/2025 | California Public Employees Retirement System | 287,080 | $75.36M | 0.0% | -16.6% | 0.345% | |
8/14/2025 | Cerity Partners LLC | 82,469 | $21.64M | 0.0% | -2.8% | 0.099% | |
8/14/2025 | Federated Hermes Inc. | 364 | $96K | 0.0% | -55.9% | 0.000% | |
8/13/2025 | Gabelli Funds LLC | 44,103 | $11.58M | 0.1% | -11.2% | 0.053% | |
8/13/2025 | Jump Financial LLC | 6,342 | $1.67M | 0.0% | +141.9% | 0.008% | |
8/13/2025 | Quantum Portfolio Management LLC | 4,749 | $1.25M | 0.6% | +1.4% | 0.006% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
8/13/2025 | Cresset Asset Management LLC | 2,167 | $569K | 0.0% | +6.1% | 0.003% | |
8/13/2025 | Brown Advisory Inc. | 62,363 | $16.37M | 0.0% | -10.4% | 0.075% | |
8/13/2025 | Amundi | 274,307 | $71.32M | 0.0% | -74.4% | 0.330% | |
8/13/2025 | Marshall Wace LLP | 348,096 | $91.38M | 0.1% | +402.7% | 0.419% | |
8/13/2025 | Baird Financial Group Inc. | 8,648 | $2.27M | 0.0% | +130.2% | 0.010% | |
8/13/2025 | First Trust Advisors LP | 86,046 | $22.59M | 0.0% | +83.2% | 0.104% | |
8/13/2025 | Guggenheim Capital LLC | 6,718 | $1.76M | 0.0% | +0.7% | 0.008% | |
8/13/2025 | Channing Capital Management LLC | 42,711 | $11.21M | 0.3% | -13.1% | 0.051% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,476 | $388K | 0.0% | +6.8% | 0.002% | |
8/13/2025 | Invesco Ltd. | 1,318,547 | $346.13M | 0.1% | -7.2% | 1.587% | |