8/27/2025 | Impala Asset Management LLC | 940,000 | $4.65M | 2.7% | -6.0% | 0.119% | |
8/20/2025 | Coppell Advisory Solutions LLC | 28,000 | $133K | 0.0% | N/A | 0.004% | |
8/19/2025 | State of Wyoming | 26,600 | $132K | 0.0% | +32.1% | 0.003% | |
8/16/2025 | Nikko Asset Management Americas Inc. | 131,033 | $649K | 0.0% | -33.1% | 0.017% | |
8/16/2025 | FORA Capital LLC | 320,208 | $1.59M | 0.2% | +111.8% | 0.040% | |
8/16/2025 | Evergreen Capital Management LLC | 139,490 | $690K | 0.0% | -13.0% | 0.018% | |
8/16/2025 | Headlands Technologies LLC | 93,946 | $465K | 0.1% | -28.4% | 0.012% | |
8/15/2025 | Corient Private Wealth LLC | 56,200 | $278K | 0.0% | N/A | 0.007% | |
8/15/2025 | Tidal Investments LLC | 119,755 | $593K | 0.0% | +45.5% | 0.015% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 320,943 | $1.59M | 0.4% | +4.4% | 0.041% | |
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8/15/2025 | Oxford Asset Management LLP | 99,233 | $491K | 0.2% | +85.1% | 0.013% | |
8/15/2025 | Man Group plc | 789,794 | $3.91M | 0.0% | +18.4% | 0.100% | |
8/15/2025 | Manatuck Hill Partners LLC | 361,000 | $1.79M | 0.7% | -12.2% | 0.046% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 19,211 | $95K | 0.0% | N/A | 0.002% | |
8/15/2025 | Engineers Gate Manager LP | 192,623 | $953K | 0.0% | N/A | 0.024% | |
8/15/2025 | Eschler Asset Management LLP | 1,579,297 | $7.82M | 5.8% | +304.9% | 0.199% | |
8/15/2025 | Cubist Systematic Strategies LLC | 3,673,684 | $18.21M | 0.1% | +872.4% | 0.464% | |
8/15/2025 | BNP Paribas Financial Markets | 3,093,354 | $15.31M | 0.0% | +11.8% | 0.391% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 480,224 | $2.39M | 0.0% | -40.1% | 0.061% | |
8/15/2025 | Brevan Howard Capital Management LP | 50,648 | $251K | 0.0% | N/A | 0.006% | |
8/15/2025 | Balyasny Asset Management L.P. | 335,831 | $1.67M | 0.0% | N/A | 0.042% | |
8/15/2025 | Bank of America Corp DE | 5,104,969 | $25.27M | 0.0% | -31.1% | 0.645% | |
8/14/2025 | Canada Pension Plan Investment Board | 1,993,500 | $9.92M | 0.0% | -25.9% | 0.252% | |
8/14/2025 | Parvin Asset Management LLC | 189,350 | $937K | 0.9% | +2,266.9% | 0.024% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,631,597 | $8.08M | 0.0% | +6.4% | 0.206% | |
8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 347,799 | $1.73M | 0.0% | N/A | 0.044% | |
8/14/2025 | Main Street Financial Solutions LLC | 16,750 | $83K | 0.0% | N/A | 0.002% | |
8/14/2025 | The Manufacturers Life Insurance Company | 1,351,547 | $6.69M | 0.0% | -12.9% | 0.171% | |
8/14/2025 | NewEdge Advisors LLC | 369,705 | $1.83M | 0.0% | +360.0% | 0.047% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,958,577 | $9.70M | 0.0% | +57.3% | 0.247% | |
8/14/2025 | Intact Investment Management Inc. | 736,500 | $3.66M | 0.1% | -28.5% | 0.093% | |
8/14/2025 | Investment Management Corp of Ontario | 48,000 | $238K | 0.0% | -5.1% | 0.006% | |
8/14/2025 | Daiwa Securities Group Inc. | 82,200 | $407K | 0.0% | +19.0% | 0.010% | |
8/14/2025 | Pale Fire Capital SE | 5,630,478 | $27.87M | 2.9% | -12.7% | 0.711% | |
8/14/2025 | Bank of Nova Scotia | 13,156 | $65K | 0.0% | -51.7% | 0.002% | |
8/13/2025 | Jump Financial LLC | 225,500 | $1.12M | 0.0% | N/A | 0.028% | |
8/13/2025 | Capula Management Ltd | 170,100 | $842K | 0.0% | N/A | 0.021% | |
8/13/2025 | Diametric Capital LP | 114,137 | $567K | 0.3% | N/A | 0.014% | |
8/13/2025 | Amundi | 6,475,426 | $31.73M | 0.0% | -22.5% | 0.818% | |
8/13/2025 | Marshall Wace LLP | 319,574 | $1.58M | 0.0% | -75.1% | 0.040% | |
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 | First Trust Advisors LP | 10,129 | $50K | 0.0% | -34.2% | 0.001% | |
8/13/2025 | Guggenheim Capital LLC | 541,986 | $2.68M | 0.0% | +16.9% | 0.068% | |
8/13/2025 | Invesco Ltd. | 7,258,419 | $35.93M | 0.0% | -53.9% | 0.917% | |
8/13/2025 | Groupe la Francaise | 1,830,000 | $9.06M | 0.1% | -1.1% | 0.231% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 28,812,369 | $143.01M | 0.1% | +89.3% | 3.639% | |
8/13/2025 | Quantbot Technologies LP | 1,034,473 | $5.12M | 0.1% | +493.5% | 0.131% | |
8/13/2025 | Schroder Investment Management Group | 5,103,172 | $25.26M | 0.0% | -0.9% | 0.645% | |
8/13/2025 | Mackenzie Financial Corp | 4,853,991 | $24.15M | 0.0% | -45.0% | 0.613% | |
8/13/2025 | Quadrature Capital Ltd | 376,400 | $1.86M | 0.0% | -81.8% | 0.048% | |
8/13/2025 | Scotia Capital Inc. | 174,019 | $857K | 0.0% | +390.2% | 0.022% | |
8/13/2025 | Hsbc Holdings PLC | 799,987 | $3.91M | 0.0% | +3,077.6% | 0.101% | |
8/13/2025 | Employees Retirement System of Texas | 6,488 | $32K | 0.0% | N/A | 0.001% | |
8/13/2025 | Northwest & Ethical Investments L.P. | 278,222 | $1.38M | 0.0% | -7.9% | 0.035% | |
8/13/2025 | Russell Investments Group Ltd. | 473,856 | $2.34M | 0.0% | +0.6% | 0.060% | |
8/13/2025 | Pinpoint Asset Management Singapore Pte. Ltd. | 168,876 | $836K | 0.1% | N/A | 0.021% | |
8/12/2025 | Boston Partners | 457,320 | $2.26M | 0.0% | N/A | 0.058% | |
8/12/2025 | XTX Topco Ltd | 103,181 | $511K | 0.0% | -67.6% | 0.013% | |
8/12/2025 | CreativeOne Wealth LLC | 18,154 | $90K | 0.0% | -20.9% | 0.002% | |
8/12/2025 | Fiducient Advisors LLC | 30,000 | $148K | 0.0% | N/A | 0.004% | |
8/12/2025 | Prudential Financial Inc. | 18,000 | $89K | 0.0% | N/A | 0.002% | |
8/12/2025 | American Century Companies Inc. | 15,610,823 | $77.59M | 0.0% | +3.0% | 1.972% | |
8/12/2025 | Kohmann Bosshard Financial Services LLC | 33,000 | $163K | 0.0% | -19.5% | 0.004% | |
8/12/2025 | Franklin Resources Inc. | 7,265,888 | $35.97M | 0.0% | -7.3% | 0.918% | |
8/12/2025 | Legal & General Group Plc | 1,683,499 | $8.35M | 0.0% | -0.7% | 0.213% | |
8/12/2025 | Hillsdale Investment Management Inc. | 7,500,739 | $37.32M | 1.4% | -5.8% | 0.947% | |
8/12/2025 | JPMorgan Chase & Co. | 11,465,579 | $56.76M | 0.0% | +86.4% | 1.448% | |
8/12/2025 | Swiss National Bank | 1,522,562 | $7.54M | 0.0% | -1.3% | 0.192% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 39,800 | $197K | 0.0% | -5.1% | 0.005% | |
8/12/2025 | Dynamic Technology Lab Private Ltd | 58,379 | $289K | 0.0% | N/A | 0.007% | |
8/12/2025 | Catalyst Funds Management Pty Ltd | 216,900 | $1.07M | 0.3% | N/A | 0.027% | |
8/12/2025 | Artisan Partners Limited Partnership | 74,750 | $370K | 0.0% | -7.4% | 0.009% | |
8/11/2025 | TD Waterhouse Canada Inc. | 23,813 | $117K | 0.0% | -10.4% | 0.003% | |
8/11/2025 | Spark Investment Management LLC | 48,000 | $239K | 0.7% | N/A | 0.006% | |
8/11/2025 | TSP Capital Management Group LLC | 4,525,726 | $22.40M | 7.0% | -20.8% | 0.572% | |
8/11/2025 | Wealthspire Advisors LLC | 10,025 | $50K | 0.0% | N/A | 0.001% | |
8/8/2025 | Rockefeller Capital Management L.P. | 55,000 | $272K | 0.0% | N/A | 0.007% | |
8/8/2025 | Kingsview Wealth Management LLC | 23,361 | $116K | 0.0% | -81.9% | 0.003% | |
8/8/2025 | Creative Planning | 27,575 | $136K | 0.0% | +8.1% | 0.003% | |
8/8/2025 | SG Americas Securities LLC | 109,463 | $542K | 0.0% | -3.7% | 0.014% | |
8/8/2025 | Geode Capital Management LLC | 433,971 | $2.17M | 0.0% | +3.2% | 0.055% | |
8/8/2025 | Jupiter Asset Management Ltd. | 29,243 | $145K | 0.0% | -85.6% | 0.004% | |
8/8/2025 | SBI Securities Co. Ltd. | 8,933 | $44K | 0.0% | +1,837.7% | 0.001% | |
8/7/2025 | Boston Partners | 457,320 | $2.26M | 0.0% | N/A | 0.058% | |
8/7/2025 | Midwest Trust Co | 97,500 | $483K | 0.0% | N/A | 0.012% | |
8/7/2025 | DJE Kapital AG | 529,100 | $2.57M | 0.1% | +577.5% | 0.067% | |
8/7/2025 | CSM Advisors LLC | 1,277,058 | $6.32M | 0.2% | N/A | 0.161% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 8,637,343 | $42.97M | 0.2% | -25.2% | 1.091% | |
8/7/2025 | PCJ Investment Counsel Ltd. | 833,660 | $4.15M | 1.4% | -37.5% | 0.105% | |
8/6/2025 | RWA Wealth Partners LLC | 130,000 | $644K | 0.0% | N/A | 0.016% | |
8/6/2025 | AE Wealth Management LLC | 18,313 | $91K | 0.0% | N/A | 0.002% | |
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. |
8/6/2025 | Carnegie Lake Advisors LLC | 25,250 | $125K | 0.0% | -9.0% | 0.003% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 474,250 | $2.35M | 0.3% | -12.5% | 0.060% | |
8/6/2025 | Moors & Cabot Inc. | 42,250 | $209K | 0.0% | -11.5% | 0.005% | |
8/5/2025 | Versor Investments LP | 111,800 | $556K | 0.1% | N/A | 0.014% | |
8/5/2025 | Plato Investment Management Ltd | 108,318 | $535K | 0.0% | +80.4% | 0.014% | |
8/1/2025 | Winmill & CO. Inc. | 2,100,000 | $10.40M | 2.9% | +5.4% | 0.265% | |
7/31/2025 | Pinnacle Wealth Management Group Inc. | 432,818 | $2.14M | 1.2% | +7.2% | 0.055% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 162,033 | $802K | 0.0% | -27.3% | 0.020% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 11,787 | $58K | 0.0% | +16,046.6% | 0.001% | |
7/31/2025 | Cardinal Point Capital Management ULC | 205,600 | $1.02M | 0.1% | N/A | 0.026% | |