4/24/2024 | Dakota Wealth Management | 10,990 | $1.45M | 0.0% | N/A | 0.053% | |
4/23/2024 | Rice Hall James & Associates LLC | 25,344 | $3.34M | 0.2% | -8.6% | 0.122% | |
4/23/2024 | Louisiana State Employees Retirement System | 10,200 | $1.34M | 0.0% | -1.0% | 0.049% | |
4/19/2024 | State of Alaska Department of Revenue | 12,575 | $1.66M | 0.0% | -1.0% | 0.061% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 57,142 | $7.53M | 0.0% | +84.2% | 0.276% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 442,450 | $58.29M | 0.5% | +83.9% | 2.134% | |
|
4/18/2024 | Chatham Capital Group Inc. | 19,432 | $2.56M | 0.5% | +11.4% | 0.094% | |
4/16/2024 | Hennessy Advisors Inc. | 40,900 | $5.39M | 0.2% | +44.0% | 0.197% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 8,250 | $1.09M | 0.1% | -48.6% | 0.040% | |
4/11/2024 | Meyer Handelman Co. | 7,900 | $1.04M | 0.0% | -2.5% | 0.038% | |
4/1/2024 | Confluence Investment Management LLC | 3,513 | $463K | 0.0% | N/A | 0.017% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,741 | $617K | 0.0% | -2.1% | 0.023% | |
3/14/2024 | Hennessy Advisors Inc. | 28,400 | $3.70M | 0.2% | N/A | 0.138% | |
3/11/2024 | Vanguard Group Inc. | 2,541,196 | $330.69M | 0.0% | +0.4% | 12.306% | |
3/5/2024 | Fisher Asset Management LLC | 159,412 | $20.74M | 0.0% | -5.3% | 0.772% | |
2/20/2024 | Aurora Investment Counsel | 6,505 | $846K | 0.5% | +1.2% | 0.032% | |
2/15/2024 | Granahan Investment Management LLC | 226,929 | $29.53M | 1.0% | -2.1% | 1.099% | |
2/15/2024 | Comerica Bank | 13,043 | $1.70M | 0.0% | +3.6% | 0.063% | |
2/14/2024 | Neuberger Berman Group LLC | 5,144 | $669K | 0.0% | -1.8% | 0.025% | |
2/14/2024 | Personal CFO Solutions LLC | 3,062 | $399K | 0.1% | -9.8% | 0.015% | |
2/14/2024 | Scout Investments Inc. | 74,340 | $9.67M | 0.2% | -1.5% | 0.360% | |
2/14/2024 | Trigran Investments Inc. | 687,794 | $89.50M | 8.6% | +1.9% | 3.332% | |
2/14/2024 | Schroder Investment Management Group | 154,255 | $20.07M | 0.0% | +0.8% | 0.747% | |
2/12/2024 | Allianz Asset Management GmbH | 73,414 | $9.55M | 0.0% | -0.9% | 0.356% | |
2/12/2024 | Stifel Financial Corp | 36,107 | $4.70M | 0.0% | -7.1% | 0.175% | |
2/9/2024 | Neuberger Berman Group LLC | 5,144 | $669K | 0.0% | -1.8% | 0.025% | |
2/9/2024 | Franklin Resources Inc. | 6,334 | $824K | 0.0% | -42.5% | 0.031% | |
2/9/2024 | Quest Partners LLC | 341 | $44K | 0.0% | N/A | 0.002% | |
2/9/2024 | PNC Financial Services Group Inc. | 4,741 | $617K | 0.0% | -2.1% | 0.023% | |
2/9/2024 | Norges Bank | 125,786 | $16.37M | 0.0% | N/A | 0.609% | |
2/8/2024 | Brown Advisory Inc. | 1,600 | $208K | 0.0% | N/A | 0.008% | |
2/8/2024 | Panagora Asset Management Inc. | 20,620 | $2.68M | 0.0% | -45.0% | 0.100% | |
2/8/2024 | Janney Montgomery Scott LLC | 7,883 | $1.03M | 0.0% | -11.1% | 0.038% | |
2/7/2024 | Principal Financial Group Inc. | 113,515 | $14.77M | 0.0% | -1.3% | 0.550% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 1,780 | $232K | 0.0% | N/A | 0.009% | |
2/7/2024 | Dimensional Fund Advisors LP | 1,222,466 | $159.08M | 0.0% | -2.4% | 5.923% | |
2/7/2024 | BNP Paribas Financial Markets | 17,297 | $2.25M | 0.0% | -12.0% | 0.084% | |
2/7/2024 | Teacher Retirement System of Texas | 8,431 | $1.10M | 0.0% | -17.2% | 0.041% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 232,814 | $30.30M | 0.0% | -2.1% | 1.128% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,133 | $278K | 0.0% | +6.7% | 0.010% | |
A new way to collect income from stocks (Ad) Most people think of BUYING options when they talk about options.
It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time.
The problem is - they don’t always pay off when you buy them.
In fact, a contributing writer at the Financial Post studied options extensively… Click here to see me place one of these trades LIVE on camera. |
2/6/2024 | Maryland State Retirement & Pension System | 7,500 | $976K | 0.0% | -1.3% | 0.036% | |
2/6/2024 | Amalgamated Bank | 8,841 | $1.15M | 0.0% | -2.6% | 0.043% | |
2/6/2024 | SRS Capital Advisors Inc. | 428 | $56K | 0.0% | +285.6% | 0.002% | |
2/6/2024 | Los Angeles Capital Management LLC | 1,658 | $216K | 0.0% | N/A | 0.008% | |
2/6/2024 | Natixis Advisors L.P. | 45,681 | $5.94M | 0.0% | N/A | 0.221% | |
2/6/2024 | Swiss National Bank | 40,700 | $5.30M | 0.0% | -10.2% | 0.197% | |
2/6/2024 | Fisher Asset Management LLC | 159,412 | $20.74M | 0.0% | -5.3% | 0.772% | |
2/6/2024 | LGT Group Foundation | 29,527 | $3.87M | 0.1% | +16.4% | 0.143% | |
2/5/2024 | Victory Capital Management Inc. | 6,730 | $876K | 0.0% | +5.1% | 0.033% | |
2/5/2024 | Russell Investments Group Ltd. | 9,053 | $1.18M | 0.0% | +14.7% | 0.044% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 22,233 | $2.89M | 0.0% | -6.9% | 0.108% | |
2/1/2024 | Yousif Capital Management LLC | 10,754 | $1.40M | 0.0% | +5.2% | 0.052% | |
2/1/2024 | New York State Common Retirement Fund | 36,903 | $4.80M | 0.0% | -1.5% | 0.179% | |
2/1/2024 | Jennison Associates LLC | 202,091 | $26.30M | 0.0% | -0.1% | 0.979% | |
2/1/2024 | Handelsbanken Fonder AB | 3,766 | $490K | 0.0% | +27.0% | 0.018% | |
1/31/2024 | abrdn plc | 204,272 | $26.58M | 0.1% | -11.8% | 0.990% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,500 | $195K | 0.1% | N/A | 0.007% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 5,060 | $658K | 0.0% | +18.6% | 0.025% | |
1/30/2024 | Strs Ohio | 4,000 | $520K | 0.0% | +100.0% | 0.019% | |
1/30/2024 | Phocas Financial Corp. | 121,264 | $15.78M | 2.1% | +2.0% | 0.588% | |
1/29/2024 | Louisiana State Employees Retirement System | 10,300 | $1.34M | 0.0% | N/A | 0.050% | |
1/26/2024 | Mutual of America Capital Management LLC | 57,416 | $7.47M | 0.1% | -10.9% | 0.278% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 31,026 | $4.04M | 0.0% | +67.2% | 0.150% | |
1/25/2024 | Nisa Investment Advisors LLC | 23,015 | $3.00M | 0.0% | -0.6% | 0.112% | |
1/25/2024 | Vaughan Nelson Investment Management L.P. | 240,615 | $31.31M | 0.3% | N/A | 1.166% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 170,571 | $22.20M | 0.0% | -0.6% | 0.826% | |
1/24/2024 | New York State Teachers Retirement System | 35,472 | $4.62M | 0.0% | +0.7% | 0.172% | |
1/24/2024 | CENTRAL TRUST Co | 195 | $25K | 0.0% | +529.0% | 0.001% | |
1/24/2024 | Arizona State Retirement System | 5,770 | $751K | 0.0% | -1.7% | 0.028% | |
1/19/2024 | AdvisorNet Financial Inc | 1,222 | $159K | 0.0% | +189.6% | 0.006% | |
1/19/2024 | Chatham Capital Group Inc. | 17,442 | $2.27M | 0.5% | -3.3% | 0.085% | |
1/19/2024 | Copeland Capital Management LLC | 450,390 | $58.61M | 1.2% | -11.4% | 2.182% | |
1/19/2024 | State of Alaska Department of Revenue | 12,696 | $1.65M | 0.0% | -1.2% | 0.062% | |
1/16/2024 | Raymond James & Associates | 3,647 | $475K | 0.0% | -7.7% | 0.018% | |
1/11/2024 | Ziegler Capital Management LLC | 41,699 | $5.43M | 0.2% | -63.8% | 0.202% | |
1/10/2024 | North Star Investment Management Corp. | 9,250 | $1.20M | 0.1% | -22.1% | 0.045% | |
1/10/2024 | Nordea Investment Management AB | 73,261 | $9.59M | 0.0% | -2.9% | 0.355% | |
1/2/2024 | Anchor Investment Management LLC | 1,050 | $137K | 0.0% | N/A | 0.005% | |
12/18/2023 | Vanguard Group Inc. | 2,531,802 | $258.02M | 0.0% | +1.4% | 12.266% | |
12/6/2023 | Citigroup Inc. | 8,445 | $861K | 0.0% | -45.5% | 0.041% | |
11/22/2023 | Public Sector Pension Investment Board | 25,507 | $2.60M | 0.0% | -30.3% | 0.124% | |
11/22/2023 | Aurora Investment Counsel | 6,425 | $655K | 0.4% | +3.0% | 0.031% | |
11/22/2023 | Graham Capital Management L.P. | 6,114 | $623K | 0.0% | -13.4% | 0.030% | |
11/15/2023 | Schroder Investment Management Group | 153,004 | $15.59M | 0.0% | +1.8% | 0.741% | |
11/15/2023 | Kennedy Capital Management LLC | 79,054 | $8.06M | 0.2% | -3.9% | 0.383% | |
11/14/2023 | Gotham Asset Management LLC | 3,430 | $350K | 0.0% | -35.2% | 0.017% | |
11/14/2023 | Synovus Financial Corp | 3,844 | $392K | 0.0% | -57.0% | 0.019% | |
11/14/2023 | Trigran Investments Inc. | 675,294 | $68.82M | 7.3% | +14.6% | 3.272% | |
11/13/2023 | Northern Trust Corp | 350,440 | $35.71M | 0.0% | +1.9% | 1.698% | |
11/13/2023 | Stifel Financial Corp | 38,848 | $3.96M | 0.0% | +1.6% | 0.188% | |
A new way to collect income from stocks (Ad) Most people think of BUYING options when they talk about options.
It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time.
The problem is - they don’t always pay off when you buy them.
In fact, a contributing writer at the Financial Post studied options extensively… Click here to see me place one of these trades LIVE on camera. |
11/13/2023 | Invesco Ltd. | 98,359 | $10.02M | 0.0% | -10.3% | 0.477% | |
11/13/2023 | FMR LLC | 24,315 | $2.48M | 0.0% | +21.7% | 0.118% | |
11/13/2023 | Envestnet Asset Management Inc. | 85,011 | $8.66M | 0.0% | +45.3% | 0.412% | |
11/13/2023 | Nordea Investment Management AB | 75,436 | $7.72M | 0.0% | +18.0% | 0.365% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,844 | $494K | 0.0% | +28.5% | 0.023% | |
11/9/2023 | Rhumbline Advisers | 67,071 | $6.84M | 0.0% | +0.5% | 0.325% | |
11/9/2023 | Fiera Capital Corp | 38,523 | $3.93M | 0.0% | +0.6% | 0.187% | |
11/9/2023 | Deutsche Bank AG | 11,613 | $1.18M | 0.0% | +12.3% | 0.056% | |
11/9/2023 | Scout Investments Inc. | 75,497 | $7.55M | 0.2% | -2.8% | 0.366% | |
11/9/2023 | Citigroup Inc. | 8,445 | $861K | 0.0% | -45.5% | 0.041% | |