8/27/2025 | Orion Porfolio Solutions LLC | 13,403 | $3.10M | 0.0% | +16.9% | 0.023% | |
8/20/2025 | Kentucky Retirement Systems | 3,263 | $755K | 0.0% | -6.1% | 0.006% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 1,385 | $320K | 0.0% | -6.4% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 1,556 | $360K | 0.0% | N/A | 0.003% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 366 | $85K | 0.0% | +945.7% | 0.001% | |
8/19/2025 | Marex Group plc | 1,230 | $285K | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 14,521 | $3.36M | 0.1% | -2.2% | 0.025% | |
8/19/2025 | State of Wyoming | 1,146 | $265K | 0.0% | -21.5% | 0.002% | |
8/18/2025 | Nomura Holdings Inc. | 1,363 | $315K | 0.0% | -7.8% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 329 | $76K | 0.0% | -13.4% | 0.001% | |
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8/18/2025 | Sylebra Capital LLC | 1,429,082 | $330.69M | 13.5% | -7.8% | 2.469% | |
8/18/2025 | CYBER HORNET ETFs LLC | 127 | $29K | 0.0% | N/A | 0.000% | |
8/16/2025 | Public Sector Pension Investment Board | 3,254 | $753K | 0.0% | -43.9% | 0.006% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 48,263 | $11.17M | 0.0% | -4.5% | 0.083% | |
8/15/2025 | Tower Research Capital LLC TRC | 636 | $147K | 0.0% | -29.0% | 0.001% | |
8/15/2025 | MUFG Securities EMEA plc | 144 | $33K | 0.0% | N/A | 0.000% | |
8/15/2025 | Synergy Financial Group LTD | 3,629 | $840K | 0.6% | +3.8% | 0.006% | |
8/15/2025 | Corient Private Wealth LLC | 5,180 | $1.20M | 0.0% | -5.7% | 0.009% | |
8/15/2025 | State of Tennessee Department of Treasury | 9,236 | $2.14M | 0.0% | -23.0% | 0.016% | |
8/15/2025 | Vident Advisory LLC | 2,715 | $628K | 0.0% | +128.7% | 0.005% | |
8/15/2025 | Tidal Investments LLC | 12,926 | $2.99M | 0.0% | +91.1% | 0.022% | |
8/15/2025 | Scott Marsh Financial LLC | 4,628 | $1.07M | 0.4% | N/A | 0.008% | |
8/15/2025 | Smartleaf Asset Management LLC | 730 | $166K | 0.0% | -45.6% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 1,994 | $461K | 0.0% | -26.4% | 0.003% | |
8/15/2025 | Sone Capital Management LLC | 47,122 | $10.90M | 1.0% | N/A | 0.081% | |
8/15/2025 | Rafferty Asset Management LLC | 6,738 | $1.56M | 0.0% | +15.9% | 0.012% | |
8/15/2025 | Oxford Asset Management LLP | 1,916 | $443K | 0.2% | N/A | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 13,403 | $3.10M | 0.0% | +16.9% | 0.023% | |
8/15/2025 | MML Investors Services LLC | 5,239 | $1.21M | 0.0% | +23.0% | 0.009% | |
8/15/2025 | Man Group plc | 72,399 | $16.75M | 0.0% | +4.6% | 0.125% | |
8/15/2025 | Lazard Asset Management LLC | 48,788 | $11.29M | 0.0% | +20.1% | 0.084% | |
8/15/2025 | Holocene Advisors LP | 3,147 | $728K | 0.0% | N/A | 0.005% | |
8/15/2025 | Eventide Asset Management LLC | 4,166 | $958K | 0.0% | N/A | 0.007% | |
8/15/2025 | Engineers Gate Manager LP | 32,739 | $7.58M | 0.1% | +655.7% | 0.057% | |
8/15/2025 | Benjamin Edwards Inc. | 5,198 | $1.20M | 0.0% | -6.2% | 0.009% | |
8/15/2025 | BI Asset Management Fondsmaeglerselskab A S | 2,860 | $662K | 0.0% | +115.2% | 0.005% | |
8/15/2025 | Boothbay Fund Management LLC | 1,255 | $290K | 0.0% | N/A | 0.002% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8,196 | $1.90M | 0.0% | -17.4% | 0.014% | |
8/15/2025 | Brevan Howard Capital Management LP | 1,938 | $448K | 0.0% | +61.5% | 0.003% | |
8/15/2025 | Bank of America Corp DE | 451,807 | $104.55M | 0.0% | -11.9% | 0.781% | |
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 | Adage Capital Partners GP L.L.C. | 44,600 | $10.32M | 0.0% | +35.2% | 0.077% | |
8/15/2025 | Ameriprise Financial Inc. | 78,650 | $17.98M | 0.0% | +63.8% | 0.136% | |
8/15/2025 | AQR Capital Management LLC | 20,302 | $4.65M | 0.0% | +6.0% | 0.035% | |
8/14/2025 | California State Teachers Retirement System | 90,159 | $20.86M | 0.0% | +2.5% | 0.156% | |
8/14/2025 | Financial Advisors Network Inc. | 1,717 | $397K | 0.1% | +13.2% | 0.003% | |
8/14/2025 | Raymond James Financial Inc. | 250,136 | $57.88M | 0.0% | -6.4% | 0.432% | |
8/14/2025 | Canada Pension Plan Investment Board | 23,573 | $5.46M | 0.0% | -30.9% | 0.041% | |
8/14/2025 | Bayesian Capital Management LP | 4,042 | $935K | 0.1% | N/A | 0.007% | |
8/14/2025 | Occudo Quantitative Strategies LP | 5,034 | $1.17M | 0.1% | N/A | 0.009% | |
8/14/2025 | Quantinno Capital Management LP | 46,709 | $10.81M | 0.0% | +13.3% | 0.081% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 63,136 | $14.60M | 0.0% | +0.5% | 0.109% | |
8/14/2025 | Diversify Wealth Management LLC | 2,377 | $511K | 0.0% | -7.7% | 0.004% | |
8/14/2025 | Alliancebernstein L.P. | 56,815 | $13.15M | 0.0% | -31.2% | 0.098% | |
8/14/2025 | HUB Investment Partners LLC | 55,496 | $12.84M | 0.4% | +0.1% | 0.096% | |
8/14/2025 | Treasurer of the State of North Carolina | 23,974 | $5.55M | 0.0% | +2.9% | 0.041% | |
8/14/2025 | Glenview Trust co | 12,396 | $2.87M | 0.0% | +0.8% | 0.021% | |
8/14/2025 | The Manufacturers Life Insurance Company | 35,625 | $8.24M | 0.0% | -5.2% | 0.062% | |
8/14/2025 | Sei Investments Co. | 163,573 | $37.85M | 0.0% | -10.5% | 0.283% | |
8/14/2025 | Nebula Research & Development LLC | 2,175 | $503K | 0.0% | -18.9% | 0.004% | |
8/14/2025 | Frontier Capital Management Co. LLC | 62,474 | $14.46M | 0.1% | -0.3% | 0.108% | |
8/14/2025 | NewEdge Advisors LLC | 10,449 | $2.42M | 0.0% | -3.5% | 0.018% | |
8/14/2025 | Investment Management Corp of Ontario | 1,248 | $289K | 0.0% | -13.8% | 0.002% | |
8/14/2025 | AXA S.A. | 57,446 | $13.29M | 0.0% | +503.6% | 0.099% | |
8/14/2025 | 2Xideas AG | 15,174 | $3.51M | 0.6% | -21.5% | 0.026% | |
8/14/2025 | Lombard Odier Asset Management USA Corp | 1,068 | $247K | 0.0% | N/A | 0.002% | |
8/14/2025 | State Street Corp | 2,097,910 | $485.46M | 0.0% | +8.4% | 3.625% | |
8/14/2025 | Daiwa Securities Group Inc. | 11,357 | $2.63M | 0.0% | -24.8% | 0.020% | |
8/14/2025 | Ossiam | 1,470 | $340K | 0.0% | -13.9% | 0.003% | |
8/14/2025 | Bank of Nova Scotia | 5,224 | $1.21M | 0.0% | +2.6% | 0.009% | |
8/14/2025 | California Public Employees Retirement System | 96,418 | $22.31M | 0.0% | +9.7% | 0.167% | |
8/14/2025 | Cerity Partners LLC | 19,186 | $4.44M | 0.0% | +86.3% | 0.033% | |
8/14/2025 | Federated Hermes Inc. | 572,734 | $132.53M | 0.2% | +20.0% | 0.990% | |
8/13/2025 | Cresset Asset Management LLC | 1,764 | $408K | 0.0% | -29.1% | 0.003% | |
8/13/2025 | Brown Advisory Inc. | 1,026 | $237K | 0.0% | N/A | 0.002% | |
8/13/2025 | Amundi | 160,008 | $36.50M | 0.0% | +143.8% | 0.277% | |
8/13/2025 | Brown Capital Management LLC | 474,655 | $109.84M | 3.2% | -5.9% | 0.820% | |
8/13/2025 | Baird Financial Group Inc. | 58,481 | $13.53M | 0.0% | -1.7% | 0.101% | |
8/13/2025 | First Trust Advisors LP | 1,788,995 | $413.97M | 0.3% | -1.9% | 3.092% | |
8/13/2025 | Kennedy Capital Management LLC | 28,001 | $6.48M | 0.2% | -2.7% | 0.048% | |
8/13/2025 | Guggenheim Capital LLC | 5,098 | $1.18M | 0.0% | +4.7% | 0.009% | |
8/13/2025 | EverSource Wealth Advisors LLC | 304 | $70K | 0.0% | +62.6% | 0.001% | |
8/13/2025 | Invesco Ltd. | 1,112,387 | $257.41M | 0.0% | -9.8% | 1.923% | |
8/13/2025 | 1832 Asset Management L.P. | 5,669 | $1.31M | 0.0% | N/A | 0.010% | |
8/13/2025 | JT Stratford LLC | 1,032 | $239K | 0.0% | N/A | 0.002% | |
8/13/2025 | Beacon Pointe Advisors LLC | 3,609 | $835K | 0.0% | -6.6% | 0.006% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 633,692 | $146.64M | 0.1% | +17.9% | 1.095% | |
8/13/2025 | Westerkirk Capital Inc. | 1,000 | $231K | 0.0% | N/A | 0.002% | |
8/13/2025 | M&T Bank Corp | 3,022 | $699K | 0.0% | +5.3% | 0.005% | |
8/13/2025 | OMERS ADMINISTRATION Corp | 9,160 | $2.12M | 0.0% | -7.1% | 0.016% | |
8/13/2025 | Fisher Asset Management LLC | 72,839 | $16.86M | 0.0% | -11.7% | 0.126% | |
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 | Claret Asset Management Corp | 1,023 | $237K | 0.0% | -27.1% | 0.002% | |
8/13/2025 | Edgestream Partners L.P. | 4,453 | $1.03M | 0.0% | N/A | 0.008% | |
8/13/2025 | Virtus Advisers LLC | 400 | $93K | 0.1% | N/A | 0.001% | |
8/13/2025 | River Road Asset Management LLC | 63,273 | $14.65M | 0.2% | +14.5% | 0.109% | |
8/13/2025 | BLI Banque de Luxembourg Investments | 69,100 | $15.70M | 0.4% | -8.5% | 0.119% | |
8/13/2025 | Lido Advisors LLC | 5,948 | $1.38M | 0.0% | +437.8% | 0.010% | |
8/13/2025 | First National Advisers LLC | 12,100 | $2.80M | 0.4% | +53.3% | 0.021% | |
8/13/2025 | New York State Common Retirement Fund | 170,487 | $39.45M | 0.1% | -0.2% | 0.295% | |
8/13/2025 | Schroder Investment Management Group | 26,035 | $6.02M | 0.0% | +1,339.2% | 0.045% | |
8/13/2025 | Skandinaviska Enskilda Banken AB publ | 11,527 | $2.67M | 0.0% | +8.5% | 0.020% | |