5/16/2025 | 1607 Capital Partners LLC | 666,405 | $8.56M | 0.7% | +0.6% | 7.007% | |
5/6/2025 | Clifford Swan Investment Counsel LLC | 40,951 | $526K | 0.0% | -26.8% | 0.431% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 254,432 | $3.27M | 0.7% | +75.2% | 2.675% | |
4/29/2025 | Aviance Capital Partners LLC | 29,183 | $375K | 0.1% | +24.9% | 0.307% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 27,714 | $356K | 0.0% | -81.1% | 0.291% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 255,783 | $3.29M | 0.1% | +19.3% | 2.689% | |
2/17/2025 | Bank of America Corp DE | 8,694 | $109K | 0.0% | +35.3% | 0.091% | |
2/14/2025 | Stifel Financial Corp | 33,858 | $424K | 0.0% | +6.4% | 0.356% | |
2/14/2025 | Shaker Financial Services LLC | 60,108 | $752K | 0.3% | -8.9% | 0.632% | |
2/13/2025 | 1607 Capital Partners LLC | 662,505 | $8.29M | 0.7% | +34.0% | 6.966% | |
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2/13/2025 | Guggenheim Capital LLC | 192,069 | $2.40M | 0.0% | -12.0% | 2.020% | |
2/13/2025 | Raymond James Financial Inc. | 45,867 | $574K | 0.0% | N/A | 0.482% | |
2/13/2025 | Wells Fargo & Company MN | 20,772 | $260K | 0.0% | -4.7% | 0.218% | |
2/12/2025 | StoneX Group Inc. | 19,940 | $249K | 0.0% | N/A | 0.210% | |
2/7/2025 | Aviance Capital Partners LLC | 23,357 | $292K | 0.0% | +12.6% | 0.246% | |
2/6/2025 | Raymond James Financial Inc. | 45,867 | $574K | 0.0% | N/A | 0.482% | |
2/6/2025 | Jones Financial Companies Lllp | 155,099 | $1.94M | 0.0% | +58.7% | 1.631% | |
2/5/2025 | Clifford Swan Investment Counsel LLC | 55,951 | $700K | 0.0% | -3.5% | 0.588% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 146,394 | $1.83M | 0.0% | -2.9% | 1.539% | |
1/27/2025 | Martin Capital Partners LLC | 11,531 | $144K | 0.2% | -44.1% | 0.121% | |
1/24/2025 | SeaBridge Investment Advisors LLC | 145,231 | $1.82M | 0.4% | +1.9% | 1.527% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 214,320 | $2.68M | 0.1% | +24.5% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 31,820 | $409K | 0.0% | -5.0% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 16,860 | $217K | 0.0% | -32.2% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 20,745 | $267K | 0.0% | -22.9% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 86,747 | $1.12M | 0.0% | -2.8% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 172,213 | $2.22M | 0.1% | +3.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 91,949 | $1.18M | 0.0% | +1,527.4% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 150,796 | $1.94M | 0.0% | -4.1% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 66,426 | $806K | 0.3% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 7,310 | $88K | 0.0% | N/A | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 14,792 | $179K | 0.0% | -34.9% | 0.000% | |
8/1/2024 | SeaBridge Investment Advisors LLC | 140,365 | $1.70M | 0.4% | +4.4% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 5,650 | $68K | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 157,296 | $1.90M | 0.0% | +2.6% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 167,146 | $2.02M | 0.1% | -14.9% | 0.000% | |
7/12/2024 | Gilman Hill Asset Management LLC | 15,000 | $181K | 0.0% | +20.0% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 200,000 | $2.44M | 0.1% | N/A | 0.000% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 134,450 | $1.64M | 0.4% | +5.4% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 153,363 | $1.87M | 0.0% | +5.4% | 0.000% | |
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4/18/2024 | Aviance Capital Partners LLC | 26,496 | $323K | 0.0% | -4.9% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 196,526 | $2.40M | 0.1% | -1.7% | 0.000% | |
4/12/2024 | Gilman Hill Asset Management LLC | 12,500 | $152K | 0.0% | +17.6% | 0.000% | |
4/5/2024 | Martin Capital Partners LLC | 22,750 | $277K | 0.1% | -12.7% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 30,389 | $366K | 0.0% | +47.9% | 0.320% | |
2/13/2024 | 1607 Capital Partners LLC | 881,739 | $10.62M | 0.7% | +19.3% | 9.272% | |
2/8/2024 | Tortoise Investment Management LLC | 27,959 | $340K | 0.0% | +36.1% | 0.294% | |
2/6/2024 | Aviance Capital Partners LLC | 27,865 | $335K | 0.1% | -7.2% | 0.293% | |
2/6/2024 | Clifford Swan Investment Counsel LLC | 59,576 | $717K | 0.0% | -12.6% | 0.626% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 145,557 | $1.75M | 0.0% | +9.5% | 1.531% | |
1/25/2024 | SeaBridge Investment Advisors LLC | 127,599 | $1.54M | 0.4% | +1.9% | 1.342% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 29,885 | $360K | 0.4% | N/A | 0.314% | |
1/11/2024 | Whitener Capital Management Inc. | 15,040 | $181K | 0.1% | -17.1% | 0.158% | |
1/2/2024 | M&R Capital Management Inc. | 2,500 | $30K | 0.0% | -75.2% | 0.026% | |
11/15/2023 | 1607 Capital Partners LLC | 738,886 | $8.31M | 0.6% | +4.7% | 7.770% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,329 | $150K | 0.0% | -8.1% | 0.140% | |
11/7/2023 | Aviance Capital Partners LLC | 30,016 | $338K | 0.1% | N/A | 0.316% | |
11/2/2023 | Whitener Capital Management Inc. | 18,140 | $204K | 0.1% | -35.9% | 0.191% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 192,206 | $2.16M | 0.1% | +12.6% | 2.021% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 132,968 | $1.50M | 0.0% | +6.1% | 1.398% | |
10/26/2023 | SeaBridge Investment Advisors LLC | 125,261 | $1.41M | 0.5% | +6.7% | 1.317% | |
10/10/2023 | Founders Capital Management | 3,140 | $35K | 0.0% | -49.1% | 0.033% | |
8/11/2023 | Guggenheim Capital LLC | 80,226 | $933K | 0.0% | +16.9% | 0.844% | |
8/7/2023 | Wolverine Asset Management LLC | 6,175 | $72K | 0.0% | N/A | 0.065% | |
8/7/2023 | Tortoise Investment Management LLC | 21,201 | $247K | 0.0% | -7.6% | 0.223% | |
7/28/2023 | SeaBridge Investment Advisors LLC | 117,377 | $1.37M | 0.4% | +2.7% | 1.234% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 2,169 | $25K | 0.0% | N/A | 0.023% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 40,001 | $465K | 0.0% | -3.1% | 0.421% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 125,325 | $1.46M | 0.0% | +148.6% | 1.318% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 125,325 | $1.46M | 0.0% | +148.6% | 1.318% | |
7/14/2023 | Gilman Hill Asset Management LLC | 10,625 | $124K | 0.0% | N/A | 0.112% | |
7/13/2023 | Whitener Capital Management Inc. | 28,290 | $329K | 0.1% | -5.0% | 0.297% | |
5/11/2023 | Guggenheim Capital LLC | 68,608 | $819K | 0.0% | +11.3% | 0.721% | |
5/5/2023 | Clifford Swan Investment Counsel LLC | 68,176 | $814K | 0.0% | -3.5% | 0.717% | |
5/3/2023 | Granite Investment Partners LLC | 23,832 | $285K | 0.0% | -44.9% | 0.251% | |
4/28/2023 | SeaBridge Investment Advisors LLC | 114,237 | $1.36M | 0.5% | +3.5% | 1.201% | |
4/26/2023 | Fiera Capital Corp | 89,512 | $1.07M | 0.0% | -1.9% | 0.941% | |
4/21/2023 | Kovack Advisors Inc. | 11,000 | $131K | 0.0% | N/A | 0.116% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 122,693 | $1.47M | 0.1% | +6.8% | 1.290% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 41,297 | $493K | 0.0% | -3.8% | 0.434% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 50,415 | $602K | 0.0% | +72.9% | 0.530% | |
4/12/2023 | Whitener Capital Management Inc. | 29,790 | $356K | 0.1% | +10.1% | 0.313% | |
3/1/2023 | Whitener Capital Management Inc. | 27,050 | $313K | 0.1% | +22.7% | 0.284% | |
2/8/2023 | Fiera Capital Corp | 91,259 | $1.06M | 0.0% | +5.7% | 0.960% | |
2/3/2023 | Tortoise Investment Management LLC | 22,951 | $266K | 0.0% | +6.8% | 0.241% | |
2/3/2023 | Clifford Swan Investment Counsel LLC | 70,676 | $818K | 0.0% | -4.7% | 0.743% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 29,156 | $338K | 0.0% | +163.0% | 0.307% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 114,924 | $1.33M | 0.1% | +27.7% | 1.208% | |
1/9/2023 | Founders Capital Management | 6,175 | $72K | 0.1% | -20.8% | 0.065% | |
11/15/2022 | 1607 Capital Partners LLC | 657,552 | $7.36M | 0.6% | +5.2% | 6.914% | |
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11/14/2022 | Guggenheim Capital LLC | 62,301 | $697K | 0.0% | -5.8% | 0.655% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 90,012 | $1.01M | 0.1% | +125.0% | 0.946% | |
11/7/2022 | Clifford Swan Investment Counsel LLC | 74,195 | $830K | 0.0% | -4.6% | 0.780% | |
11/4/2022 | Transatlantique Private Wealth LLC | 13,247 | $148K | 0.1% | N/A | 0.139% | |
11/3/2022 | SeaBridge Investment Advisors LLC | 110,940 | $1.24M | 0.4% | +280.8% | 1.167% | |
10/28/2022 | Whitener Capital Management Inc. | 22,050 | $246K | 0.1% | +15.4% | 0.232% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 11,086 | $124K | 0.0% | N/A | 0.117% | |
10/25/2022 | Janney Montgomery Scott LLC | 14,482 | $162K | 0.0% | +16.5% | 0.152% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 43,383 | $485K | 0.0% | -4.9% | 0.456% | |
8/10/2022 | Fiera Capital Corp | 86,547 | $1.05M | 0.0% | +24.4% | 0.910% | |