4/24/2024 | Bar Harbor Wealth Management | 282,864 | $8.53M | 0.6% | N/A | 0.056% | |
4/22/2024 | Raymond James & Associates | 334,934 | $10.10M | 0.0% | +17.9% | 0.066% | |
4/19/2024 | First Trust Direct Indexing L.P. | 7,389 | $223K | 0.0% | -8.7% | 0.001% | |
4/19/2024 | Norden Group LLC | 49,572 | $1.50M | 0.0% | N/A | 0.010% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 78,073 | $2.35M | 0.0% | +21.2% | 0.015% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,573 | $47K | 0.0% | N/A | 0.000% | |
|
4/18/2024 | Park Place Capital Corp | 4,874 | $147K | 0.1% | -38.1% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 13,376 | $403K | 0.0% | +15.2% | 0.003% | |
3/1/2024 | Goldman Sachs Group Inc. | 717,264 | $20.52M | 0.0% | -13.4% | 0.142% | |
2/15/2024 | Gates Capital Management Inc. | 5,155,193 | $147.49M | 3.4% | +11.4% | 1.022% | |
2/14/2024 | Schroder Investment Management Group | 2,025,479 | $57.95M | 0.1% | +13.8% | 0.401% | |
2/13/2024 | Marlowe Partners LP | 20,484 | $586K | 1.6% | N/A | 0.004% | |
2/13/2024 | Exencial Wealth Advisors LLC | 27,482 | $786K | 0.0% | N/A | 0.005% | |
2/13/2024 | Gabelli Funds LLC | 35,000 | $1.00M | 0.0% | -42.6% | 0.007% | |
2/13/2024 | Yost Capital Management LP | 376,157 | $10.76M | 18.1% | -16.3% | 0.075% | |
2/13/2024 | Rudius Management LP | 366,754 | $10.49M | 3.0% | +117.8% | 0.073% | |
2/13/2024 | Capital World Investors | 84,214 | $2.42M | 0.0% | -3.7% | 0.017% | |
2/13/2024 | CIBC Private Wealth Group LLC | 45,451 | $1.30M | 0.0% | +162.7% | 0.009% | |
2/13/2024 | Peapack Gladstone Financial Corp | 313,468 | $8.97M | 0.2% | +15.1% | 0.062% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 13,626 | $390K | 0.0% | -74.2% | 0.003% | |
2/12/2024 | Alberta Investment Management Corp | 126,300 | $3.61M | 0.0% | N/A | 0.025% | |
2/12/2024 | Capstone Investment Advisors LLC | 8,019 | $229K | 0.0% | N/A | 0.002% | |
2/12/2024 | Stifel Financial Corp | 165,302 | $4.73M | 0.0% | -2.8% | 0.033% | |
2/9/2024 | Orion Portfolio Solutions LLC | 71,535 | $1.92M | 0.0% | -20.6% | 0.014% | |
2/9/2024 | US Bancorp DE | 54,474 | $1.56M | 0.0% | -16.8% | 0.011% | |
2/9/2024 | GW&K Investment Management LLC | 48,974 | $1.40M | 0.0% | -91.9% | 0.010% | |
2/9/2024 | Clearbridge Investments LLC | 1,905,953 | $54.53M | 0.0% | -11.2% | 0.378% | |
2/9/2024 | Wells Fargo & Company MN | 312,828 | $8.95M | 0.0% | +6.4% | 0.062% | |
2/9/2024 | Norges Bank | 2,710,486 | $77.55M | 0.0% | N/A | 0.537% | |
2/8/2024 | Brown Advisory Inc. | 3,884,020 | $111.12M | 0.2% | +2.1% | 0.770% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 9,011 | $258K | 0.0% | -33.9% | 0.002% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 17,974 | $514K | 0.0% | -30.4% | 0.004% | |
2/7/2024 | Principal Securities Inc. | 1,637 | $47K | 0.0% | N/A | 0.000% | |
2/7/2024 | Nichols & Pratt Advisers LLP MA | 499,880 | $14.30M | 1.0% | +17.9% | 0.099% | |
2/7/2024 | Foresight Global Investors Inc. | 44,521 | $1.27M | 0.7% | +29.1% | 0.009% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 13,270 | $380K | 0.0% | +18.0% | 0.003% | |
2/6/2024 | M&T Bank Corp | 7,847 | $225K | 0.0% | N/A | 0.002% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,173 | $34K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 11,061 | $316K | 0.0% | -26.1% | 0.002% | |
2/6/2024 | First Trust Direct Indexing L.P. | 8,089 | $231K | 0.0% | -23.8% | 0.002% | |
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2/5/2024 | Legacy Capital Wealth Partners LLC | 12,932 | $370K | 0.1% | +28.1% | 0.003% | |
2/2/2024 | Motley Fool Wealth Management LLC | 437,647 | $12.49M | 0.7% | N/A | 0.087% | |
2/2/2024 | Golden State Equity Partners | 9,608 | $275K | 0.1% | +76.2% | 0.002% | |
2/2/2024 | Truist Financial Corp | 13,210 | $378K | 0.0% | -19.4% | 0.003% | |
2/2/2024 | Motley Fool Asset Management LLC | 305,000 | $8.73M | 0.7% | N/A | 0.060% | |
2/1/2024 | New York State Common Retirement Fund | 29,304 | $838K | 0.0% | -11.7% | 0.006% | |
2/1/2024 | CWM LLC | 26,059 | $746K | 0.0% | -16.0% | 0.005% | |
2/1/2024 | Signaturefd LLC | 6,044 | $173K | 0.0% | -17.8% | 0.001% | |
1/31/2024 | Daiwa Securities Group Inc. | 14,838 | $425K | 0.0% | +626.3% | 0.003% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 64,400 | $1.84M | 0.0% | +116.0% | 0.013% | |
1/29/2024 | NewEdge Wealth LLC | 13,270 | $380K | 0.0% | +18.0% | 0.003% | |
1/26/2024 | Iridian Asset Management LLC CT | 247,130 | $7.07M | 1.3% | +151.0% | 0.049% | |
1/24/2024 | Park Place Capital Corp | 7,869 | $225K | 0.1% | -4.8% | 0.002% | |
1/24/2024 | Asset Management One Co. Ltd. | 16,078 | $461K | 0.0% | -2.6% | 0.003% | |
1/19/2024 | Manning & Napier Group LLC | 309,318 | $8.85M | 0.1% | -80.7% | 0.061% | |
1/18/2024 | WASHINGTON TRUST Co | 1,530 | $44K | 0.0% | -68.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 174,164 | $4.98M | 0.0% | +959.3% | 0.035% | |
1/16/2024 | Raymond James & Associates | 283,966 | $8.12M | 0.0% | +7.5% | 0.056% | |
1/11/2024 | Whittier Trust Co. | 7,538 | $216K | 0.0% | +17.8% | 0.001% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 7,792 | $223K | 0.0% | -5.2% | 0.002% | |
1/11/2024 | Raymond James Trust N.A. | 9,640 | $276K | 0.0% | -10.8% | 0.002% | |
11/16/2023 | First Foundation Advisors | 472,886 | $17.52M | 0.8% | -12.7% | 0.094% | |
11/15/2023 | Townsquare Capital LLC | 56,842 | $2.11M | 0.0% | -5.0% | 0.011% | |
11/15/2023 | GSA Capital Partners LLP | 25,598 | $948K | 0.1% | +77.0% | 0.005% | |
11/15/2023 | Rudius Management LP | 168,399 | $6.24M | 3.4% | +4.3% | 0.033% | |
11/15/2023 | Schroder Investment Management Group | 1,779,226 | $65.92M | 0.1% | -8.5% | 0.353% | |
11/14/2023 | Gates Capital Management Inc. | 4,626,784 | $171.42M | 4.3% | -4.7% | 0.917% | |
11/14/2023 | Toronto Dominion Bank | 4,334 | $161K | 0.0% | -9.7% | 0.001% | |
11/14/2023 | Qube Research & Technologies Ltd | 101,538 | $3.76M | 0.0% | -7.4% | 0.020% | |
11/14/2023 | Synovus Financial Corp | 98,694 | $3.66M | 0.0% | -0.9% | 0.020% | |
11/13/2023 | Natixis Advisors L.P. | 14,967 | $555K | 0.0% | +7.9% | 0.003% | |
11/13/2023 | Brasada Capital Management LP | 161,427 | $5.87M | 1.4% | +7.7% | 0.032% | |
11/13/2023 | Optiver Holding B.V. | 161,437 | $6.01M | 0.0% | -20.6% | 0.032% | |
11/13/2023 | Stifel Financial Corp | 169,987 | $6.30M | 0.0% | +12.5% | 0.034% | |
11/13/2023 | QVIDTVM Management LLC | 671,405 | $24.88M | 19.3% | -0.3% | 0.133% | |
11/13/2023 | Mariner LLC | 15,979 | $592K | 0.0% | +4.2% | 0.003% | |
11/13/2023 | Clearbridge Investments LLC | 2,145,668 | $79.50M | 0.1% | -1.6% | 0.425% | |
11/13/2023 | FMR LLC | 923,730 | $34.22M | 0.0% | +6.9% | 0.183% | |
11/13/2023 | Envestnet Asset Management Inc. | 545,152 | $20.20M | 0.0% | +43.0% | 0.108% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 25,835 | $957K | 0.0% | N/A | 0.005% | |
11/13/2023 | Kestra Advisory Services LLC | 8,875 | $329K | 0.0% | +4.6% | 0.002% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,811 | $141K | 0.0% | -11.8% | 0.001% | |
11/9/2023 | William Blair Investment Management LLC | 95,223 | $3.53M | 0.0% | -20.6% | 0.019% | |
11/9/2023 | Fiera Capital Corp | 5,693 | $211K | 0.0% | N/A | 0.001% | |
11/9/2023 | Nichols & Pratt Advisers LLP MA | 423,823 | $15.61M | 1.2% | +5.8% | 0.084% | |
11/9/2023 | Blair William & Co. IL | 43,926 | $1.63M | 0.0% | -9.0% | 0.009% | |
11/8/2023 | Campbell & CO Investment Adviser LLC | 52,741 | $1.95M | 0.2% | +10.9% | 0.010% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 13,641 | $505K | 0.0% | +5.2% | 0.003% | |
11/8/2023 | Sequoia Financial Advisors LLC | 6,786 | $251K | 0.0% | -6.0% | 0.001% | |
11/8/2023 | Gabelli Funds LLC | 61,000 | $2.26M | 0.0% | -0.8% | 0.012% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
11/8/2023 | NewEdge Wealth LLC | 11,243 | $417K | 0.0% | +8.6% | 0.002% | |
11/8/2023 | Oppenheimer & Co. Inc. | 19,897 | $737K | 0.0% | N/A | 0.004% | |
11/7/2023 | Quantbot Technologies LP | 1,309 | $48K | 0.0% | N/A | 0.000% | |
11/7/2023 | New York State Common Retirement Fund | 33,189 | $1.23M | 0.0% | +1.8% | 0.007% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 11,243 | $417K | 0.0% | +8.6% | 0.002% | |
11/2/2023 | Gitterman Wealth Management LLC | 5,974 | $221K | 0.1% | +8.0% | 0.001% | |
11/2/2023 | FDx Advisors Inc. | 6,321 | $234K | 0.0% | -58.8% | 0.001% | |
11/1/2023 | Orion Portfolio Solutions LLC | 90,043 | $3.34M | 0.0% | -1.5% | 0.018% | |
10/30/2023 | Iridian Asset Management LLC CT | 98,474 | $3.65M | 0.7% | -47.4% | 0.020% | |
10/30/2023 | First Trust Direct Indexing L.P. | 10,620 | $393K | 0.0% | -5.2% | 0.002% | |