8/27/2025 | Orion Porfolio Solutions LLC | 18,798 | $674K | 0.0% | +133.1% | 0.003% | |
8/26/2025 | Thrivent Financial for Lutherans | 353,047 | $12.66M | 0.0% | -25.3% | 0.052% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 31,658 | $1.14M | 0.1% | N/A | 0.005% | |
8/25/2025 | Neuberger Berman Group LLC | 322,653 | $11.57M | 0.0% | +94.0% | 0.047% | |
8/22/2025 | Cim Investment Management Inc. | 29,373 | $1.05M | 0.2% | +99.6% | 0.004% | |
8/20/2025 | Kentucky Retirement Systems | 37,869 | $1.36M | 0.0% | -6.1% | 0.006% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 16,072 | $576K | 0.0% | -6.5% | 0.002% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 1,249 | $45K | 0.0% | N/A | 0.000% | |
8/19/2025 | Marex Group plc | 8,186 | $294K | 0.0% | N/A | 0.001% | |
8/19/2025 | State of Wyoming | 10,809 | $388K | 0.0% | -65.7% | 0.002% | |
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8/19/2025 | Hohimer Wealth Management LLC | 121,410 | $4.35M | 0.8% | -8.6% | 0.018% | |
8/19/2025 | Pitcairn Co. | 7,743 | $278K | 0.0% | -12.7% | 0.001% | |
8/18/2025 | Hudson Bay Capital Management LP | 91,265 | $3.27M | 0.0% | -51.9% | 0.013% | |
8/18/2025 | Nomura Holdings Inc. | 38,000 | $1.36M | 0.0% | -152.1% | 0.006% | |
8/16/2025 | Nikko Asset Management Americas Inc. | 4,114,440 | $147.50M | 1.5% | -7.8% | 0.607% | |
8/16/2025 | Evergreen Capital Management LLC | 84,350 | $3.03M | 0.1% | -1.0% | 0.012% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 766,110 | $27.52M | 0.0% | +20.7% | 0.113% | |
8/15/2025 | Tower Research Capital LLC TRC | 25,054 | $898K | 0.0% | +222.8% | 0.004% | |
8/15/2025 | Cannell Capital LLC | 83,598 | $3.00M | 0.9% | N/A | 0.012% | |
8/15/2025 | Synergy Financial Group LTD | 7,921 | $284K | 0.2% | -5.5% | 0.001% | |
8/15/2025 | Sugar Maple Asset Management LLC | 12,375 | $444K | 0.3% | N/A | 0.002% | |
8/15/2025 | Rakuten Securities Inc. | 4,120 | $148K | 0.1% | +819.6% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 80,920 | $2.90M | 0.0% | -7.6% | 0.012% | |
8/15/2025 | Captrust Financial Advisors | 54,402 | $1.95M | 0.0% | -8.9% | 0.008% | |
8/15/2025 | Montag & Caldwell LLC | 44,856 | $1.61M | 0.4% | +13.2% | 0.007% | |
8/15/2025 | Vident Advisory LLC | 84,197 | $3.02M | 0.0% | +3.5% | 0.012% | |
8/15/2025 | Tidal Investments LLC | 104,011 | $3.73M | 0.0% | -38.9% | 0.015% | |
8/15/2025 | Shellback Capital LP | 275,000 | $9.86M | 0.7% | +120.0% | 0.041% | |
8/15/2025 | Smartleaf Asset Management LLC | 6,107 | $220K | 0.0% | +100.9% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,046 | $253K | 0.0% | +4.4% | 0.001% | |
8/15/2025 | Royal London Asset Management Ltd. | 318,873 | $11.44M | 0.0% | -1.5% | 0.047% | |
8/15/2025 | Orion Porfolio Solutions LLC | 18,798 | $674K | 0.0% | +133.1% | 0.003% | |
8/15/2025 | Par Capital Management Inc. | 15,000 | $538K | 0.0% | N/A | 0.002% | |
8/15/2025 | MML Investors Services LLC | 77,143 | $2.77M | 0.0% | +10.7% | 0.011% | |
8/15/2025 | Moore Capital Management LP | 148,896 | $5.34M | 0.1% | +1,409.2% | 0.022% | |
8/15/2025 | Man Group plc | 1,744,205 | $62.55M | 0.1% | -24.3% | 0.257% | |
8/15/2025 | Maytus Capital Management LLC | 193,590 | $6.94M | 1.3% | N/A | 0.029% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 80,506 | $2.89M | 0.1% | -14.1% | 0.012% | |
8/15/2025 | Lazard Asset Management LLC | 497,012 | $17.82M | 0.0% | +25.1% | 0.073% | |
8/15/2025 | Holocene Advisors LP | 80,878 | $2.90M | 0.0% | N/A | 0.012% | |
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 | Hudson Bay Capital Management LP | 91,265 | $3.27M | 0.0% | -51.9% | 0.013% | |
8/15/2025 | Eminence Capital LP | 5,151,579 | $184.74M | 2.2% | -10.9% | 0.760% | |
8/15/2025 | EP Wealth Advisors LLC | 9,483 | $340K | 0.0% | +3.9% | 0.001% | |
8/15/2025 | Engineers Gate Manager LP | 72,179 | $2.59M | 0.0% | +438.2% | 0.011% | |
8/15/2025 | Benjamin Edwards Inc. | 30,814 | $1.11M | 0.0% | +5.8% | 0.005% | |
8/15/2025 | Boothbay Fund Management LLC | 40,796 | $1.46M | 0.0% | +232.9% | 0.006% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 93,416 | $3.35M | 0.0% | -17.7% | 0.014% | |
8/15/2025 | Benchstone Capital Management LP | 905,317 | $32.47M | 2.9% | +51.6% | 0.133% | |
8/15/2025 | Brevan Howard Capital Management LP | 168,402 | $6.04M | 0.0% | N/A | 0.025% | |
8/15/2025 | Balyasny Asset Management L.P. | 4,601,571 | $165.01M | 0.2% | +1,138.8% | 0.678% | |
8/15/2025 | Ameriprise Financial Inc. | 17,818,418 | $638.97M | 0.2% | +15.0% | 2.627% | |
8/15/2025 | AQR Capital Management LLC | 4,907,963 | $175.90M | 0.1% | -21.7% | 0.724% | |
8/14/2025 | Honeycomb Asset Management LP | 500,000 | $17.93M | 10.4% | +100.0% | 0.074% | |
8/14/2025 | CTC Alternative Strategies Ltd. | 10,500 | $377K | 0.3% | N/A | 0.002% | |
8/14/2025 | California State Teachers Retirement System | 967,488 | $34.69M | 0.0% | +1.4% | 0.143% | |
8/14/2025 | Raymond James Financial Inc. | 3,201,115 | $114.79M | 0.0% | +0.9% | 0.472% | |
8/14/2025 | Worldquant Millennium Advisors LLC | 11,263 | $404K | 0.0% | -99.4% | 0.002% | |
8/14/2025 | Canada Pension Plan Investment Board | 973,767 | $34.92M | 0.0% | +89.5% | 0.144% | |
8/14/2025 | Metavasi Capital LP | 230,000 | $8.25M | 3.4% | N/A | 0.034% | |
8/14/2025 | Quantinno Capital Management LP | 451,898 | $16.21M | 0.1% | -20.7% | 0.067% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 286,365 | $10.27M | 0.0% | -2.6% | 0.042% | |
8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 10,445 | $375K | 0.0% | +74.1% | 0.002% | |
8/14/2025 | Diversify Advisory Services LLC | 22,284 | $776K | 0.0% | +5.6% | 0.003% | |
8/14/2025 | Northern Right Capital Management L.P. | 176,096 | $6.32M | 1.6% | -57.1% | 0.026% | |
8/14/2025 | Alliancebernstein L.P. | 684,668 | $24.55M | 0.0% | -27.0% | 0.101% | |
8/14/2025 | Ieq Capital LLC | 480,627 | $17.24M | 0.1% | -21.5% | 0.071% | |
8/14/2025 | Mark Asset Management LP | 296,700 | $10.64M | 0.8% | +229.7% | 0.044% | |
8/14/2025 | Treasurer of the State of North Carolina | 275,922 | $9.90M | 0.0% | +2.0% | 0.041% | |
8/14/2025 | The Manufacturers Life Insurance Company | 45,620 | $1.64M | 0.0% | -7.3% | 0.007% | |
8/14/2025 | Sei Investments Co. | 644,133 | $23.10M | 0.0% | +10.2% | 0.095% | |
8/14/2025 | Blue Door Asset Management LLC | 180,200 | $6.46M | 3.3% | +3.4% | 0.027% | |
8/14/2025 | Nebula Research & Development LLC | 138,299 | $4.96M | 0.4% | -3.5% | 0.020% | |
8/14/2025 | NewEdge Advisors LLC | 59,162 | $2.12M | 0.0% | +2,137.6% | 0.009% | |
8/14/2025 | Night Squared LP | 120,033 | $4.30M | 1.9% | +545.7% | 0.018% | |
8/14/2025 | Soviero Asset Management LP | 90,000 | $3.23M | 2.0% | N/A | 0.013% | |
8/14/2025 | Investment Management Corp of Ontario | 60,861 | $2.18M | 0.0% | -22.6% | 0.009% | |
8/14/2025 | AXA S.A. | 14,857 | $533K | 0.0% | -38.6% | 0.002% | |
8/14/2025 | Lombard Odier Asset Management Switzerland SA | 35,631 | $1.28M | 0.1% | +20.9% | 0.005% | |
8/14/2025 | State Street Corp | 13,855,047 | $496.84M | 0.0% | +3.8% | 2.043% | |
8/14/2025 | Daiwa Securities Group Inc. | 66,596 | $2.39M | 0.0% | +39.6% | 0.010% | |
8/14/2025 | Resolute Capital Asset Partners LLC | 86,456 | $3.10M | 1.6% | +8.1% | 0.013% | |
8/14/2025 | Nekton Capital Ltd. | 49,236 | $1.77M | 3.6% | +92.7% | 0.007% | |
8/14/2025 | WINTON GROUP Ltd | 99,263 | $3.56M | 0.2% | +109.7% | 0.015% | |
8/14/2025 | Natixis | 25,123 | $901K | 0.0% | +13.7% | 0.004% | |
8/14/2025 | Bank of Nova Scotia | 257,964 | $9.25M | 0.0% | -42.5% | 0.038% | |
8/14/2025 | California Public Employees Retirement System | 959,974 | $34.43M | 0.0% | +5.2% | 0.142% | |
8/14/2025 | Cooper Creek Partners Management LLC | 839,559 | $30.11M | 0.9% | -6.6% | 0.124% | |
8/14/2025 | Cerity Partners LLC | 108,109 | $3.88M | 0.0% | -21.7% | 0.016% | |
8/14/2025 | Federated Hermes Inc. | 489,786 | $17.56M | 0.0% | +9.7% | 0.072% | |
8/13/2025 | Jump Financial LLC | 19,396 | $696K | 0.0% | N/A | 0.003% | |
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 | Ardmore Road Asset Management LP | 700,000 | $25.10M | 2.1% | N/A | 0.103% | |
8/13/2025 | Avestar Capital LLC | 6,225 | $223K | 0.0% | -75.1% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 12,364 | $443K | 0.0% | -23.4% | 0.002% | |
8/13/2025 | Brown Advisory Inc. | 186,133 | $6.68M | 0.0% | -39.8% | 0.027% | |
8/13/2025 | Amundi | 2,092,552 | $74.79M | 0.0% | -85.3% | 0.309% | |
8/13/2025 | M Holdings Securities Inc. | 21,352 | $768K | 0.1% | N/A | 0.003% | |
8/13/2025 | Marshall Wace LLP | 7,416,517 | $265.96M | 0.3% | -9.4% | 1.093% | |
8/13/2025 | Mirabella Financial Services LLP | 59,034 | $2.12M | 0.2% | N/A | 0.009% | |
8/13/2025 | Baird Financial Group Inc. | 6,027 | $216K | 0.0% | -15.0% | 0.001% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 6,596 | $237K | 0.2% | +5.8% | 0.001% | |