8/26/2025 | Thrivent Financial for Lutherans | 11,397 | $782K | 0.0% | -73.6% | 0.024% | |
8/25/2025 | Neuberger Berman Group LLC | 3,628 | $249K | 0.0% | N/A | 0.008% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,081 | $74K | 0.0% | +183.0% | 0.002% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 44,291 | $3.04M | 0.0% | -3.9% | 0.092% | |
8/15/2025 | Tower Research Capital LLC TRC | 2,501 | $172K | 0.0% | -61.4% | 0.005% | |
8/15/2025 | Corient Private Wealth LLC | 19,370 | $1.33M | 0.0% | -4.8% | 0.040% | |
8/15/2025 | Sender Co & Partners Inc. | 13,959 | $958K | 0.3% | N/A | 0.029% | |
8/15/2025 | Two Sigma Securities LLC | 6,829 | $468K | 0.1% | N/A | 0.014% | |
8/15/2025 | Tidal Investments LLC | 18,235 | $1.25M | 0.0% | +67.8% | 0.038% | |
8/15/2025 | Oxford Asset Management LLP | 16,561 | $1.14M | 0.4% | +137.2% | 0.034% | |
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8/15/2025 | Man Group plc | 48,390 | $3.32M | 0.0% | N/A | 0.101% | |
8/15/2025 | Lazard Asset Management LLC | 12,164 | $833K | 0.0% | -72.9% | 0.025% | |
8/15/2025 | HRT Financial LP | 177,010 | $12.14M | 0.1% | +26.9% | 0.368% | |
8/15/2025 | Holocene Advisors LP | 5,018 | $344K | 0.0% | -90.6% | 0.010% | |
8/15/2025 | Engineers Gate Manager LP | 123,959 | $8.50M | 0.1% | +172.6% | 0.258% | |
8/15/2025 | BNP Paribas Financial Markets | 62,537 | $4.29M | 0.0% | -19.3% | 0.130% | |
8/15/2025 | Brevan Howard Capital Management LP | 43,736 | $3M | 0.0% | +184.6% | 0.091% | |
8/15/2025 | Bank of America Corp DE | 202,398 | $13.89M | 0.0% | -20.9% | 0.421% | |
8/15/2025 | Ameriprise Financial Inc. | 86,765 | $5.95M | 0.0% | -21.8% | 0.180% | |
8/15/2025 | AQR Capital Management LLC | 321,772 | $22.07M | 0.0% | -6.5% | 0.669% | |
8/15/2025 | Atlantic Investment Management Inc. | 130,000 | $8.92M | 4.6% | N/A | 0.270% | |
8/14/2025 | Bragg Financial Advisors Inc | 397,242 | $27.25M | 1.0% | +3.8% | 0.826% | |
8/14/2025 | California State Teachers Retirement System | 51,406 | $3.53M | 0.0% | -0.4% | 0.107% | |
8/14/2025 | Raymond James Financial Inc. | 34,117 | $2.34M | 0.0% | -18.9% | 0.071% | |
8/14/2025 | Maverick Capital Ltd. | 11,721 | $804K | 0.0% | N/A | 0.024% | |
8/14/2025 | Canada Pension Plan Investment Board | 124,400 | $8.53M | 0.0% | +303.9% | 0.259% | |
8/14/2025 | Quantinno Capital Management LP | 72,730 | $4.99M | 0.0% | +221.4% | 0.151% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,379 | $95K | 0.0% | -94.5% | 0.003% | |
8/14/2025 | Treasurer of the State of North Carolina | 24,397 | $1.67M | 0.0% | -3.9% | 0.051% | |
8/14/2025 | The Manufacturers Life Insurance Company | 36,275 | $2.49M | 0.0% | -18.2% | 0.075% | |
8/14/2025 | Sei Investments Co. | 230,634 | $15.82M | 0.0% | -1.7% | 0.480% | |
8/14/2025 | Nebula Research & Development LLC | 31,073 | $2.13M | 0.2% | +65.5% | 0.065% | |
8/14/2025 | Quantedge Capital Pte Ltd | 40,600 | $2.79M | 2.6% | N/A | 0.084% | |
8/14/2025 | Pecaut & CO. | 12,600 | $864K | 0.3% | N/A | 0.026% | |
8/14/2025 | AXA S.A. | 69,372 | $4.76M | 0.0% | +107.3% | 0.144% | |
8/14/2025 | State Street Corp | 1,595,929 | $109.48M | 0.0% | -9.1% | 3.320% | |
8/14/2025 | California Public Employees Retirement System | 92,191 | $6.32M | 0.0% | -0.9% | 0.192% | |
8/14/2025 | Cerity Partners LLC | 4,597 | $315K | 0.0% | -29.1% | 0.010% | |
8/14/2025 | Federated Hermes Inc. | 281,149 | $19.29M | 0.0% | +9.0% | 0.585% | |
8/13/2025 | Gabelli Funds LLC | 19,030 | $1.31M | 0.0% | N/A | 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 | Gamco Investors INC. ET AL | 5,865 | $402K | 0.0% | N/A | 0.012% | |
8/13/2025 | Amundi | 2,929 | $214K | 0.0% | -6.1% | 0.006% | |
8/13/2025 | First Trust Advisors LP | 145,241 | $9.96M | 0.0% | +5.9% | 0.302% | |
8/13/2025 | Invesco Ltd. | 223,473 | $15.33M | 0.0% | -30.8% | 0.465% | |
8/13/2025 | Blueshift Asset Management LLC | 17,636 | $1.21M | 0.4% | N/A | 0.037% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 736,355 | $50.51M | 0.0% | -11.2% | 1.532% | |
8/13/2025 | M&T Bank Corp | 4,671 | $321K | 0.0% | -9.1% | 0.010% | |
8/13/2025 | New York State Common Retirement Fund | 36,504 | $2.50M | 0.0% | +3.4% | 0.076% | |
8/13/2025 | Neuberger Berman Group LLC | 3,628 | $249K | 0.0% | N/A | 0.008% | |
8/13/2025 | Quadrature Capital Ltd | 16,387 | $1.12M | 0.0% | +57.6% | 0.034% | |
8/13/2025 | Hsbc Holdings PLC | 5,590 | $383K | 0.0% | -83.9% | 0.012% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 20,961 | $1.44M | 0.0% | -13.3% | 0.044% | |
8/13/2025 | Grantham Mayo Van Otterloo & Co. LLC | 49,831 | $3.42M | 0.0% | +3.9% | 0.104% | |
8/13/2025 | State Board of Administration of Florida Retirement System | 47,572 | $3.26M | 0.0% | +0.4% | 0.099% | |
8/13/2025 | Quadrant Capital Group LLC | 3,768 | $258K | 0.0% | +27.6% | 0.008% | |
8/13/2025 | Choreo LLC | 4,890 | $336K | 0.0% | +34.6% | 0.010% | |
8/13/2025 | Russell Investments Group Ltd. | 325,031 | $22.25M | 0.0% | +4.9% | 0.676% | |
8/12/2025 | Elo Mutual Pension Insurance Co | 12,205 | $837K | 0.0% | N/A | 0.025% | |
8/12/2025 | XTX Topco Ltd | 59,928 | $4.11M | 0.2% | N/A | 0.125% | |
8/12/2025 | Ameritas Investment Partners Inc. | 9,318 | $639K | 0.0% | -14.9% | 0.019% | |
8/12/2025 | Prudential Financial Inc. | 19,537 | $1.34M | 0.0% | -81.9% | 0.041% | |
8/12/2025 | American Century Companies Inc. | 1,059,155 | $72.66M | 0.0% | +31.8% | 2.203% | |
8/12/2025 | Rhumbline Advisers | 146,278 | $10.04M | 0.0% | -13.1% | 0.304% | |
8/12/2025 | Franklin Resources Inc. | 26,835 | $1.84M | 0.0% | +5.9% | 0.056% | |
8/12/2025 | Legal & General Group Plc | 127,133 | $8.72M | 0.0% | -8.1% | 0.264% | |
8/12/2025 | Swiss National Bank | 100,500 | $6.89M | 0.0% | -6.8% | 0.209% | |
8/12/2025 | Handelsbanken Fonder AB | 14,500 | $995K | 0.0% | -9.4% | 0.030% | |
8/12/2025 | Ensign Peak Advisors Inc | 27,062 | $1.86M | 0.0% | -5.1% | 0.056% | |
8/11/2025 | EMC Capital Management | 2,264 | $155K | 0.1% | -15.3% | 0.005% | |
8/11/2025 | Traub Capital Management LLC | 2,880 | $198K | 0.2% | N/A | 0.006% | |
8/11/2025 | LSV Asset Management | 1,328,416 | $91.13M | 0.2% | +0.0% | 2.763% | |
8/11/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 61,362 | $4.21M | 0.0% | -3.9% | 0.128% | |
8/8/2025 | Citizens Financial Group Inc. RI | 3,862 | $265K | 0.0% | -5.2% | 0.008% | |
8/8/2025 | Cetera Investment Advisers | 7,319 | $502K | 0.0% | +13.2% | 0.015% | |
8/8/2025 | Intech Investment Management LLC | 101,336 | $6.95M | 0.1% | +897.2% | 0.211% | |
8/8/2025 | Creative Planning | 8,228 | $564K | 0.0% | +19.8% | 0.017% | |
8/8/2025 | SG Americas Securities LLC | 3,585 | $246K | 0.0% | -32.0% | 0.007% | |
8/8/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 12,331 | $846K | 0.0% | -7.3% | 0.026% | |
8/8/2025 | Geode Capital Management LLC | 898,157 | $61.62M | 0.0% | -10.5% | 1.868% | |
8/8/2025 | PNC Financial Services Group Inc. | 9,316 | $639K | 0.0% | +3.0% | 0.019% | |
8/8/2025 | KBC Group NV | 1,269 | $87K | 0.0% | -40.5% | 0.003% | |
8/8/2025 | Mitsubishi UFJ Trust & Banking Corp | 119,384 | $8.19M | 0.0% | +61.0% | 0.248% | |
8/7/2025 | Vise Technologies Inc. | 4,481 | $307K | 0.0% | N/A | 0.009% | |
8/7/2025 | Allworth Financial LP | 615 | $42K | 0.0% | -33.9% | 0.001% | |
8/7/2025 | Illinois Municipal Retirement Fund | 46,275 | $3.17M | 0.0% | +32.6% | 0.096% | |
8/7/2025 | CSM Advisors LLC | 27,554 | $1.89M | 0.1% | N/A | 0.057% | |
8/7/2025 | Campbell & CO Investment Adviser LLC | 5,118 | $351K | 0.0% | -90.1% | 0.011% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 10,868 | $746K | 0.0% | -60.3% | 0.023% | |
8/6/2025 | Prospera Financial Services Inc | 14,902 | $1.02M | 0.0% | +115.9% | 0.031% | |
8/6/2025 | Summit Investment Advisors Inc. | 10,946 | $708K | 0.6% | -2.1% | 0.023% | |
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 | Penserra Capital Management LLC | 9,882 | $677K | 0.0% | N/A | 0.021% | |
8/6/2025 | Bastion Asset Management Inc. | 64,396 | $4.38M | 2.0% | +1,347.1% | 0.134% | |
8/6/2025 | Savant Capital LLC | 3,333 | $229K | 0.0% | N/A | 0.007% | |
8/6/2025 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 560 | $38K | 0.0% | N/A | 0.001% | |
8/5/2025 | Levin Capital Strategies L.P. | 13,600 | $933K | 0.1% | N/A | 0.028% | |
8/5/2025 | Bridgewater Advisors Inc. | 2,748 | $206K | 0.0% | N/A | 0.006% | |
8/5/2025 | Bank of New York Mellon Corp | 409,869 | $28.12M | 0.0% | -8.9% | 0.853% | |
8/5/2025 | Bank of Montreal Can | 9,118 | $625K | 0.0% | -43.2% | 0.019% | |
8/5/2025 | South Dakota Investment Council | 228,753 | $15.69M | 0.3% | +52.3% | 0.476% | |
8/5/2025 | State of Michigan Retirement System | 11,500 | $789K | 0.0% | -13.5% | 0.024% | |