8/26/2025 | Thrivent Financial for Lutherans | 2,806 | $206K | 0.0% | -99.5% | 0.004% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 100,805 | $7.38M | 0.0% | +21.8% | 0.131% | |
8/15/2025 | Tower Research Capital LLC TRC | 6,613 | $485K | 0.0% | +422.8% | 0.009% | |
8/15/2025 | Smead Capital Management Inc. | 120,378 | $8.83M | 0.2% | -0.5% | 0.157% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34,642 | $2.54M | 0.0% | +7.0% | 0.045% | |
8/15/2025 | Bank of America Corp DE | 342,060 | $25.07M | 0.0% | -36.9% | 0.446% | |
8/14/2025 | Lighthouse Investment Partners LLC | 13,827 | $1.01M | 0.0% | N/A | 0.018% | |
8/14/2025 | Jane Street Group LLC | 6,421 | $471K | 0.0% | N/A | 0.008% | |
8/14/2025 | Raymond James Financial Inc. | 3,705 | $272K | 0.0% | -11.8% | 0.005% | |
8/14/2025 | Quantinno Capital Management LP | 10,030 | $735K | 0.0% | +159.8% | 0.013% | |
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8/14/2025 | The Manufacturers Life Insurance Company | 181,375 | $13.25M | 0.0% | +10.7% | 0.236% | |
8/14/2025 | Sei Investments Co. | 3,975 | $291K | 0.0% | +29.8% | 0.005% | |
8/14/2025 | Qube Research & Technologies Ltd | 10,497 | $770K | 0.0% | -88.7% | 0.014% | |
8/14/2025 | Investment Management Corp of Ontario | 3,492 | $256K | 0.0% | -5.4% | 0.005% | |
8/14/2025 | Bank of Nova Scotia | 79,818 | $5.85M | 0.0% | -1.3% | 0.104% | |
8/14/2025 | Cerity Partners LLC | 143,176 | $10.50M | 0.0% | -0.8% | 0.187% | |
8/13/2025 | Amundi | 240,800 | $18.62M | 0.0% | -0.3% | 0.314% | |
8/13/2025 | Baird Financial Group Inc. | 23,919 | $1.75M | 0.0% | +2.1% | 0.031% | |
8/13/2025 | First Trust Advisors LP | 3,439 | $252K | 0.0% | -76.3% | 0.004% | |
8/13/2025 | Invesco Ltd. | 114,850 | $8.42M | 0.0% | +2.2% | 0.150% | |
8/13/2025 | 1832 Asset Management L.P. | 1,642,398 | $120.39M | 0.1% | +15.2% | 2.141% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 71,588 | $5.25M | 0.0% | N/A | 0.093% | |
8/13/2025 | Quantbot Technologies LP | 18,833 | $1.38M | 0.0% | -23.4% | 0.025% | |
8/13/2025 | Robotti Robert | 295,288 | $21.42M | 4.1% | -0.6% | 0.385% | |
8/13/2025 | Mackenzie Financial Corp | 907,620 | $66.60M | 0.1% | +407.6% | 1.183% | |
8/13/2025 | Norges Bank | 775,013 | $56.87M | 0.0% | N/A | 1.010% | |
8/13/2025 | Hsbc Holdings PLC | 11,565 | $848K | 0.0% | -43.3% | 0.015% | |
8/13/2025 | Scotia Capital Inc. | 41,066 | $3.01M | 0.0% | -13.7% | 0.054% | |
8/13/2025 | Bank of Nova Scotia Trust Co. | 4,009 | $294K | 0.0% | +9.1% | 0.005% | |
8/13/2025 | Grantham Mayo Van Otterloo & Co. LLC | 293,699 | $21.50M | 0.1% | -24.1% | 0.383% | |
8/13/2025 | Korea Investment CORP | 63,151 | $4.62M | 0.0% | +1.7% | 0.082% | |
8/13/2025 | Northwest & Ethical Investments L.P. | 27,759 | $2.04M | 0.1% | -1.5% | 0.036% | |
8/13/2025 | Russell Investments Group Ltd. | 39,625 | $2.90M | 0.0% | -32.6% | 0.052% | |
8/12/2025 | J.W. Cole Advisors Inc. | 19,427 | $1.42M | 0.0% | +1.3% | 0.025% | |
8/12/2025 | Edmond DE Rothschild Holding S.A. | 16,615 | $1.21M | 0.0% | +23.0% | 0.022% | |
8/12/2025 | Horizon Kinetics Asset Management LLC | 304,838 | $22.35M | 0.3% | +5.6% | 0.397% | |
8/12/2025 | American Century Companies Inc. | 97,363 | $7.14M | 0.0% | +14.7% | 0.127% | |
8/12/2025 | Franklin Resources Inc. | 6,820 | $500K | 0.0% | -46.7% | 0.009% | |
8/12/2025 | Legal & General Group Plc | 263,099 | $19.26M | 0.0% | +0.4% | 0.343% | |
8/12/2025 | JPMorgan Chase & Co. | 46,185 | $3.39M | 0.0% | -84.0% | 0.060% | |
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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. |
8/12/2025 | Swiss National Bank | 164,138 | $11.99M | 0.0% | +5.7% | 0.214% | |
8/12/2025 | Dynamic Technology Lab Private Ltd | 10,290 | $754K | 0.1% | N/A | 0.013% | |
8/11/2025 | TD Waterhouse Canada Inc. | 22,051 | $1.67M | 0.0% | +20.1% | 0.029% | |
8/8/2025 | Letko Brosseau & Associates Inc. | 1,118,854 | $81.88M | 1.6% | +2.4% | 1.459% | |
8/8/2025 | Ontario Teachers Pension Plan Board | 68,389 | $5.02M | 0.1% | +149.3% | 0.089% | |
8/8/2025 | Cetera Investment Advisers | 7,800 | $571K | 0.0% | +9.0% | 0.010% | |
8/8/2025 | Creative Planning | 7,535 | $552K | 0.0% | +90.3% | 0.010% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 28,076 | $2.06M | 0.0% | -7.5% | 0.037% | |
8/8/2025 | Geode Capital Management LLC | 410,701 | $29.89M | 0.0% | +19.7% | 0.535% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,090 | $153K | 0.0% | +346.6% | 0.003% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 28,200 | $2.07M | 0.0% | +75.2% | 0.037% | |
8/7/2025 | Aviva PLC | 37,803 | $2.77M | 0.0% | +6.3% | 0.049% | |
8/6/2025 | Metis Global Partners LLC | 25,472 | $1.87M | 0.0% | +5.5% | 0.033% | |
8/6/2025 | Genus Capital Management Inc. | 59,655 | $4.37M | 0.6% | -29.3% | 0.078% | |
8/4/2025 | Lightrock Netherlands B.V. | 259,303 | $19.01M | 4.4% | +1,075.2% | 0.338% | |
8/1/2025 | Envestnet Asset Management Inc. | 31,763 | $2.33M | 0.0% | +14.0% | 0.041% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 34,466 | $2.52M | 0.0% | -0.7% | 0.045% | |
7/28/2025 | Allianz Asset Management GmbH | 168,456 | $12.33M | 0.0% | +33.1% | 0.220% | |
7/28/2025 | Ritholtz Wealth Management | 3,438 | $252K | 0.0% | -42.1% | 0.004% | |
7/28/2025 | TD Asset Management Inc | 178,884 | $13.09M | 0.0% | +2.0% | 0.233% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,018 | $221K | 0.0% | -13.6% | 0.004% | |
7/25/2025 | MGO One Seven LLC | 8,868 | $650K | 0.0% | +2.6% | 0.012% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 3,674 | $269K | 0.0% | +27.8% | 0.005% | |
7/24/2025 | Comprehensive Money Management Services LLC | 3,565 | $261K | 0.2% | -12.3% | 0.005% | |
7/23/2025 | Vontobel Holding Ltd. | 421,650 | $30.94M | 0.1% | -5.2% | 0.550% | |
7/21/2025 | Ameritas Advisory Services LLC | 365 | $27K | 0.0% | N/A | 0.000% | |
7/18/2025 | Union Bancaire Privee UBP SA | 11,373 | $844K | 0.0% | +3.6% | 0.015% | |
7/15/2025 | Public Employees Retirement System of Ohio | 3,675 | $269K | 0.0% | -27.5% | 0.005% | |
7/8/2025 | Parallel Advisors LLC | 398 | $29K | 0.0% | +265.1% | 0.001% | |
5/21/2025 | Impala Asset Management LLC | 113,900 | $8.75M | 5.7% | -11.9% | 0.148% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 68,844 | $5.30M | 0.0% | -1.8% | 0.089% | |
5/16/2025 | Goldman Sachs Group Inc. | 230,878 | $17.76M | 0.0% | +3.0% | 0.300% | |
5/16/2025 | Jones Financial Companies Lllp | 22,180 | $1.71M | 0.0% | +42,553.8% | 0.029% | |
5/16/2025 | UniSuper Management Pty Ltd | 18,025 | $1.39M | 0.0% | N/A | 0.023% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 13,513 | $1.04M | 0.0% | +12.8% | 0.018% | |
5/16/2025 | EJF Capital LLC | 10,000 | $769K | 0.5% | +28.2% | 0.013% | |
5/16/2025 | Amundi | 241,529 | $17.96M | 0.0% | +22.9% | 0.313% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 27,925 | $2.13M | 0.0% | -13.9% | 0.036% | |
5/15/2025 | Appian Way Asset Management LP | 15,131 | $1.16M | 0.3% | N/A | 0.020% | |
5/15/2025 | Cubist Systematic Strategies LLC | 13,504 | $1.04M | 0.0% | -29.7% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 2,899,218 | $223.07M | 0.0% | -2.7% | 3.758% | |
5/15/2025 | Canada Pension Plan Investment Board | 269,683 | $20.72M | 0.0% | +26.8% | 0.350% | |
5/15/2025 | Smead Capital Management Inc. | 120,949 | $9.29M | 0.2% | -1.1% | 0.157% | |
5/15/2025 | Trexquant Investment LP | 9,831 | $756K | 0.0% | N/A | 0.013% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 13,039 | $1.00M | 0.0% | +10.2% | 0.017% | |
5/14/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 32,381 | $2.49M | 0.0% | +25.2% | 0.042% | |
5/14/2025 | D.B. Root & Company LLC | 2,684 | $206K | 0.1% | -5.5% | 0.003% | |
5/14/2025 | 1832 Asset Management L.P. | 1,425,094 | $109.65M | 0.1% | +5.0% | 1.847% | |
5/14/2025 | Price T Rowe Associates Inc. MD | 2,394,607 | $184.24M | 0.0% | +10.8% | 3.104% | |
5/14/2025 | Candriam S.C.A. | 27,688 | $2.13M | 0.0% | N/A | 0.036% | |
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. |
5/14/2025 | T. Rowe Price Investment Management Inc. | 129,756 | $9.98M | 0.0% | -0.5% | 0.168% | |
5/14/2025 | Credit Agricole S A | 95,491 | $7.35M | 0.0% | -19.9% | 0.124% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 30,367 | $2.33M | 0.0% | -42.3% | 0.039% | |
5/14/2025 | Van Lanschot Kempen Investment Management N.V. | 548,782 | $42.22M | 0.4% | -14.2% | 0.711% | |
5/14/2025 | Hsbc Holdings PLC | 20,395 | $1.57M | 0.0% | +116.1% | 0.026% | |
5/14/2025 | Quantbot Technologies LP | 24,589 | $1.89M | 0.1% | +316.7% | 0.032% | |
5/14/2025 | Wellington Management Group LLP | 12,125 | $931K | 0.0% | N/A | 0.016% | |
5/14/2025 | Korea Investment CORP | 62,101 | $4.77M | 0.0% | +6.3% | 0.080% | |
5/13/2025 | Versor Investments LP | 3,398 | $261K | 0.0% | -50.0% | 0.004% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 28,169 | $2.17M | 0.1% | +6.2% | 0.037% | |