4/24/2024 | Simplicity Wealth LLC | 14,932 | $313K | 0.0% | N/A | 0.004% | |
4/23/2024 | Global Retirement Partners LLC | 9,472 | $198K | 0.0% | -7.1% | 0.002% | |
4/23/2024 | Louisiana State Employees Retirement System | 24,800 | $519K | 0.0% | -3.5% | 0.006% | |
4/23/2024 | Amalgamated Bank | 89,444 | $1.87M | 0.0% | -34.5% | 0.021% | |
4/23/2024 | New Mexico Educational Retirement Board | 21,400 | $448K | 0.0% | -3.2% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 40,039 | $838K | 0.0% | +2.5% | 0.009% | |
|
4/23/2024 | Raymond James Financial Services Advisors Inc. | 164,786 | $3.45M | 0.0% | +11.6% | 0.039% | |
4/19/2024 | Norden Group LLC | 16,812 | $352K | 0.0% | N/A | 0.004% | |
4/19/2024 | Redmont Wealth Advisors LLC | 3,800 | $80K | 0.1% | N/A | 0.001% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 10,370 | $217K | 0.0% | N/A | 0.002% | |
4/19/2024 | Sloy Dahl & Holst LLC | 40,200 | $841K | 0.2% | -19.9% | 0.009% | |
4/19/2024 | Handelsinvest Investeringsforvaltning | 15,326 | $321K | 0.2% | -34.2% | 0.004% | |
4/16/2024 | Hodges Capital Management Inc. | 1,144,207 | $23.95M | 1.5% | -28.7% | 0.269% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 20,835 | $436K | 0.0% | -6.0% | 0.005% | |
4/12/2024 | Wealth Management Partners LLC | 11,100 | $232K | 0.1% | -27.0% | 0.003% | |
4/12/2024 | Global Assets Advisory LLC | 16,815 | $352K | 0.0% | N/A | 0.004% | |
4/11/2024 | International Assets Investment Management LLC | 13,362 | $280K | 0.0% | +16.4% | 0.003% | |
4/11/2024 | Capital CS Group LLC | 30,949 | $648K | 0.6% | N/A | 0.007% | |
4/10/2024 | Wedmont Private Capital | 17,971 | $349K | 0.0% | +61.4% | 0.004% | |
4/9/2024 | Mather Group LLC. | 4,329 | $87K | 0.0% | N/A | 0.001% | |
4/5/2024 | GAMMA Investing LLC | 5,186 | $109K | 0.0% | +20.7% | 0.001% | |
4/5/2024 | NBC Securities Inc. | 42,756 | $894K | 0.1% | -12.6% | 0.010% | |
3/22/2024 | PNC Financial Services Group Inc. | 93,310 | $1.87M | 0.0% | +9.0% | 0.022% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 12,090 | $242K | 0.0% | -20.5% | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 49,215,624 | $986.28M | 0.0% | -1.0% | 11.562% | |
3/5/2024 | Wellington Management Group LLP | 201,150 | $4.03M | 0.0% | +5.3% | 0.047% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,235,456 | $24.76M | 0.0% | -55.2% | 0.290% | |
2/28/2024 | American International Group Inc. | 117,510 | $2.36M | 0.0% | +3.6% | 0.028% | |
2/15/2024 | Patient Capital Management LLC | 2,533,585 | $50.77M | 2.7% | 0.0% | 0.596% | |
2/15/2024 | Penn Capital Management Company LLC | 848,703 | $17.07M | 1.6% | N/A | 0.199% | |
2/14/2024 | Intrinsic Edge Capital Management LLC | 100,000 | $2.00M | 0.2% | N/A | 0.024% | |
2/14/2024 | CastleKnight Management LP | 162,700 | $3.26M | 0.2% | -13.1% | 0.038% | |
2/14/2024 | Seven Eight Capital LP | 263,606 | $5.28M | 0.6% | +38.6% | 0.062% | |
2/13/2024 | Cibc World Markets Corp | 95,451 | $1.91M | 0.0% | +24.8% | 0.022% | |
2/13/2024 | 1832 Asset Management L.P. | 2,200 | $44K | 0.0% | N/A | 0.001% | |
2/13/2024 | Capital Research Global Investors | 57,049,928 | $1.14B | 0.3% | +87.8% | 13.410% | |
2/13/2024 | Capital International Investors | 20,113,798 | $403.08M | 0.1% | -44.0% | 4.728% | |
2/13/2024 | Eisler Capital UK Ltd. | 14,813 | $297K | 0.0% | N/A | 0.003% | |
2/13/2024 | Blueshift Asset Management LLC | 92,958 | $1.86M | 1.0% | +166.2% | 0.022% | |
2/13/2024 | Rafferty Asset Management LLC | 75,605 | $1.52M | 0.0% | +1.7% | 0.018% | |
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2/13/2024 | CIBC Asset Management Inc | 55,687 | $1.12M | 0.0% | -1.8% | 0.013% | |
2/13/2024 | KBC Group NV | 8,270 | $166K | 0.0% | N/A | 0.002% | |
2/13/2024 | California State Teachers Retirement System | 454,557 | $9.11M | 0.0% | -4.1% | 0.107% | |
2/12/2024 | Boulder Hill Capital Management LP | 122,100 | $2.45M | 1.3% | N/A | 0.029% | |
2/12/2024 | Bank of Nova Scotia | 56,030 | $1.12M | 0.0% | +317.0% | 0.013% | |
2/12/2024 | Qtron Investments LLC | 10,282 | $206K | 0.0% | N/A | 0.002% | |
2/12/2024 | Relative Value Partners Group LLC | 21,265 | $426K | 0.0% | -41.2% | 0.005% | |
2/12/2024 | Pingora Partners LLC | 8,300 | $166K | 0.1% | N/A | 0.002% | |
2/12/2024 | Jade Capital Advisors LLC | 350,000 | $7.01M | 4.2% | N/A | 0.082% | |
2/12/2024 | TFO Wealth Partners LLC | 6,611 | $132K | 0.0% | +32,955.0% | 0.002% | |
2/12/2024 | Treasurer of the State of North Carolina | 187,495 | $3.76M | 0.0% | +1.0% | 0.044% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,005 | $381K | 0.0% | N/A | 0.004% | |
2/12/2024 | Stifel Financial Corp | 366,373 | $7.34M | 0.0% | -6.4% | 0.086% | |
2/12/2024 | TD Asset Management Inc | 74,419 | $1.49M | 0.0% | -3.0% | 0.017% | |
2/12/2024 | United Services Automobile Association | 10,154 | $203K | 0.0% | N/A | 0.002% | |
2/12/2024 | Hsbc Holdings PLC | 408,969 | $8.30M | 0.0% | -14.0% | 0.096% | |
2/9/2024 | Intech Investment Management LLC | 145,379 | $2.91M | 0.0% | -19.5% | 0.034% | |
2/9/2024 | Primecap Management Co. CA | 2,281,670 | $45.73M | 0.0% | -0.6% | 0.536% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 69,183 | $1.39M | 0.0% | -30.3% | 0.016% | |
2/9/2024 | EverSource Wealth Advisors LLC | 43,519 | $872K | 0.1% | -1.6% | 0.010% | |
2/9/2024 | Corient Private Wealth LLC | 119,992 | $2.41M | 0.0% | -3.8% | 0.028% | |
2/9/2024 | Wells Fargo & Company MN | 732,471 | $14.68M | 0.0% | -35.2% | 0.172% | |
2/9/2024 | Bayshore Asset Management LLC | 24,165 | $484K | 0.3% | -25.7% | 0.006% | |
2/9/2024 | PNC Financial Services Group Inc. | 93,310 | $1.87M | 0.0% | +9.0% | 0.022% | |
2/9/2024 | Norges Bank | 4,153,847 | $83.24M | 0.0% | N/A | 0.976% | |
2/8/2024 | Kentucky Retirement Systems | 34,039 | $682K | 0.0% | +3.1% | 0.008% | |
2/8/2024 | Securian Asset Management Inc. | 26,854 | $538K | 0.0% | -12.0% | 0.006% | |
2/8/2024 | Panagora Asset Management Inc. | 1,067,151 | $21.39M | 0.1% | +357.4% | 0.251% | |
2/8/2024 | Janney Montgomery Scott LLC | 44,426 | $890K | 0.0% | -81.3% | 0.010% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 37,430 | $750K | 0.0% | -12.9% | 0.009% | |
2/7/2024 | Avantax Advisory Services Inc. | 91,533 | $1.83M | 0.0% | +2.8% | 0.022% | |
2/7/2024 | Ieq Capital LLC | 17,012 | $341K | 0.0% | -37.2% | 0.004% | |
2/7/2024 | Principal Financial Group Inc. | 483,586 | $9.69M | 0.0% | -1.9% | 0.114% | |
2/7/2024 | Dimensional Fund Advisors LP | 3,105,324 | $62.24M | 0.0% | +58.1% | 0.730% | |
2/7/2024 | QRG Capital Management Inc. | 17,069 | $342K | 0.0% | +9.8% | 0.004% | |
2/7/2024 | Jump Financial LLC | 33,977 | $681K | 0.0% | -84.2% | 0.008% | |
2/7/2024 | AGF Management Ltd. | 625,438 | $12.53M | 0.1% | +27.6% | 0.147% | |
2/7/2024 | Teacher Retirement System of Texas | 40,854 | $819K | 0.0% | -23.8% | 0.010% | |
2/7/2024 | Mount Lucas Management LP | 53,582 | $1.07M | 0.3% | +80.6% | 0.013% | |
2/7/2024 | Principal Securities Inc. | 8,316 | $167K | 0.0% | N/A | 0.002% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 3,793,378 | $76.02M | 0.0% | -4.3% | 0.892% | |
2/6/2024 | Apollon Wealth Management LLC | 11,213 | $225K | 0.0% | N/A | 0.003% | |
2/6/2024 | Private Advisor Group LLC | 25,540 | $512K | 0.0% | +6.6% | 0.006% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 22,175 | $444K | 0.0% | -7.3% | 0.005% | |
2/6/2024 | Amalgamated Bank | 136,644 | $2.74M | 0.0% | -3.6% | 0.032% | |
2/6/2024 | Natixis Advisors L.P. | 47,533 | $952K | 0.0% | -27.2% | 0.011% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,049,884 | $21.04M | 0.0% | +19.4% | 0.247% | |
2/6/2024 | Swiss National Bank | 838,400 | $16.80M | 0.0% | -10.1% | 0.197% | |
2/6/2024 | New York Life Investment Management LLC | 106,572 | $2.14M | 0.0% | +2.1% | 0.025% | |
2/5/2024 | Victory Capital Management Inc. | 1,305,968 | $26.17M | 0.0% | +6.2% | 0.307% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals. Here's where Dr. David Eifrig says to move your money immediately. |
2/5/2024 | Van ECK Associates Corp | 12,556 | $252K | 0.0% | -98.2% | 0.003% | |
2/5/2024 | Retirement Systems of Alabama | 99,457 | $1.99M | 0.0% | -4.6% | 0.023% | |
2/2/2024 | Truist Financial Corp | 18,525 | $371K | 0.0% | -18.3% | 0.004% | |
2/1/2024 | Yousif Capital Management LLC | 108,979 | $2.18M | 0.0% | +80.6% | 0.026% | |
2/1/2024 | South Dakota Investment Council | 407,579 | $8.17M | 0.2% | -17.9% | 0.096% | |
2/1/2024 | GAMMA Investing LLC | 4,298 | $86K | 0.0% | N/A | 0.001% | |
2/1/2024 | New York State Common Retirement Fund | 754,493 | $15.12M | 0.0% | +156.7% | 0.177% | |
2/1/2024 | California Public Employees Retirement System | 738,645 | $14.80M | 0.0% | -4.8% | 0.174% | |
2/1/2024 | Duality Advisers LP | 51,843 | $1.04M | 0.1% | +262.2% | 0.012% | |
2/1/2024 | Handelsbanken Fonder AB | 82,800 | $1.66M | 0.0% | -50.0% | 0.019% | |