2/8/2024 | Matisse Capital | 295,359 | $2.03M | 1.1% | N/A | 0.000% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 12,664 | $83K | 0.0% | +15.8% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 10,739 | $74K | 0.0% | -21.7% | 0.000% | |
2/6/2024 | Aveo Capital Partners LLC | 22,080 | $0.15M | 0.0% | -21.4% | 0.000% | |
1/24/2024 | Stratos Wealth Advisors LLC | 26,000 | $0.18M | 0.0% | +18.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 103,914 | $0.72M | 0.0% | +19.0% | 0.000% | |
|
11/16/2023 | Morgan Stanley | 6,343,849 | $43.65M | 0.0% | -0.7% | 0.000% | |
11/15/2023 | Advisors Asset Management Inc. | 1,060,417 | $7.30M | 0.2% | -7.5% | 0.000% | |
11/13/2023 | Quantedge Capital Pte Ltd | 61,961 | $0.43M | 0.2% | -58.4% | 0.000% | |
11/9/2023 | UBS Group AG | 146,430 | $1.01M | 0.0% | +6.6% | 0.000% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 255,447 | $1.76M | 0.1% | +162.1% | 0.000% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 18,541 | $0.13M | 0.0% | -74.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 87,350 | $0.60M | 0.0% | -6.0% | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 91,137 | $0.63M | 0.0% | +11.3% | 0.000% | |
8/15/2023 | Staley Capital Advisers Inc. | 115,000 | $0.79M | 0.0% | -9.4% | 0.000% | |
8/15/2023 | Wells Fargo & Company MN | 341,758 | $2.35M | 0.0% | +13.1% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 330,791 | $2.28M | 0.0% | -0.9% | 0.000% | |
8/15/2023 | Cohen & Steers Inc. | 144,450 | $0.99M | 0.0% | +32.8% | 0.000% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 7,776,632 | $53.39M | 4.3% | -3.3% | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 3,567 | $25K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 91,137 | $0.63M | 0.0% | +11.3% | 0.000% | |
8/7/2023 | Kayne Anderson Capital Advisors LP | 97,447 | $0.67M | 0.0% | -12.3% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 20,488 | $0.14M | 0.0% | +31.6% | 0.000% | |
8/3/2023 | Optimum Investment Advisors | 133,650 | $0.92M | 0.5% | +6.5% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 197,376 | $1.36M | 0.0% | +39.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 272,985 | $1.88M | 0.0% | +2.0% | 0.000% | |
7/31/2023 | Antonetti Capital Management LLC | 44,400 | $0.31M | 0.4% | +10.2% | 0.000% | |
7/28/2023 | First Republic Investment Management Inc. | 72,683 | $0.50M | 0.0% | -29.3% | 0.000% | |
7/25/2023 | Summit Trail Advisors LLC | 14,471 | $100K | 0.0% | N/A | 0.000% | |
7/21/2023 | IFG Advisory LLC | 26,805 | $0.18M | 0.0% | N/A | 0.000% | |
7/18/2023 | Stratos Wealth Advisors LLC | 14,000 | $96K | 0.0% | N/A | 0.000% | |
7/14/2023 | Cornerstone Wealth Management LLC | 58,513 | $0.40M | 0.0% | +16.2% | 0.000% | |
6/28/2023 | Relative Value Partners Group LLC | 388,566 | $2.55M | 0.2% | -5.2% | 0.000% | |
5/22/2023 | Ameriprise Financial Inc. | 347,340 | $2.28M | 0.0% | +16.1% | 0.000% | |
5/18/2023 | SkyView Investment Advisors LLC | 21,079 | $0.14M | 0.0% | N/A | 0.000% | |
5/17/2023 | Rockefeller Capital Management L.P. | 13,017 | $85K | 0.0% | +102.8% | 0.000% | |
5/16/2023 | Sessa Capital IM L.P. | 517,789 | $3.40M | 0.1% | N/A | 0.000% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 5,625 | $37K | 0.0% | +448.8% | 0.000% | |
5/15/2023 | Cornerstone Wealth Management LLC | 50,335 | $0.33M | 0.0% | N/A | 0.000% | |
5/15/2023 | Relative Value Partners Group LLC | 388,566 | $2.55M | 0.2% | -5.2% | 0.000% | |
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5/12/2023 | Advisors Asset Management Inc. | 1,319,948 | $8.67M | 0.2% | +1.4% | 0.000% | |
5/12/2023 | Bank of America Corp DE | 853,533 | $5.61M | 0.0% | +41.5% | 0.000% | |
5/12/2023 | UBS Group AG | 136,047 | $0.89M | 0.0% | +6.7% | 0.000% | |
5/12/2023 | First Republic Investment Management Inc. | 102,782 | $0.68M | 0.0% | -2.4% | 0.000% | |
5/12/2023 | HighTower Advisors LLC | 47,219 | $0.31M | 0.0% | -49.1% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 141,620 | $0.93M | 0.0% | +11.6% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 13,635 | $90K | 0.0% | N/A | 0.000% | |
5/10/2023 | LPL Financial LLC | 267,657 | $1.76M | 0.0% | +1,624.4% | 0.000% | |
5/9/2023 | Spire Wealth Management | 5,940 | $39K | 0.0% | +42.8% | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 265,984 | $1.75M | 0.3% | -13.7% | 0.000% | |
5/8/2023 | Private Management Group Inc. | 2,655,756 | $17.45M | 0.8% | -7.7% | 0.000% | |
5/5/2023 | Truist Financial Corp | 40,321 | $0.27M | 0.0% | -9.2% | 0.000% | |
5/3/2023 | Optimum Investment Advisors | 125,500 | $0.83M | 0.4% | +32.8% | 0.000% | |
5/2/2023 | Kayne Anderson Capital Advisors LP | 111,147 | $0.73M | 0.0% | +14.1% | 0.000% | |
4/20/2023 | Antonetti Capital Management LLC | 40,300 | $0.27M | 0.4% | +16.1% | 0.000% | |
4/14/2023 | Raymond James & Associates | 94,133 | $0.62M | 0.0% | +20.9% | 0.000% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 13,574 | $90K | 0.0% | +27.4% | 0.000% | |
2/15/2023 | Green Square Capital Advisors LLC | 13,579 | $90K | 0.0% | N/A | 0.000% | |
2/15/2023 | 1832 Asset Management L.P. | 882,141 | $5.88M | 0.0% | +0.4% | 0.000% | |
2/15/2023 | Staley Capital Advisers Inc. | 127,000 | $0.85M | 0.1% | -1.9% | 0.000% | |
2/15/2023 | Morgan Stanley | 6,530,843 | $43.50M | 0.0% | +0.2% | 0.000% | |
2/15/2023 | Almitas Capital LLC | 11,137 | $74K | 0.0% | +132.0% | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 308,120 | $2.05M | 0.6% | N/A | 0.000% | |
2/13/2023 | Advisors Asset Management Inc. | 1,302,099 | $8.67M | 0.2% | -3.3% | 0.000% | |
2/13/2023 | First Republic Investment Management Inc. | 105,342 | $0.70M | 0.0% | -21.3% | 0.000% | |
2/13/2023 | Wells Fargo & Company MN | 322,353 | $2.15M | 0.0% | -19.2% | 0.000% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 8,211,349 | $54.61M | 4.4% | -3.3% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 603,020 | $4.02M | 0.0% | +89.4% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 85,147 | $0.57M | 0.0% | -6.1% | 0.000% | |
2/9/2023 | Baker Ellis Asset Management LLC | 12,500 | $83K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 92,719 | $0.61M | 0.0% | +66.7% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 11,197 | $75K | 0.0% | -17.6% | 0.000% | |
2/8/2023 | Raymond James & Associates | 77,868 | $0.52M | 0.0% | +63.4% | 0.000% | |
2/8/2023 | UBS Group AG | 127,492 | $0.85M | 0.0% | +19.6% | 0.000% | |
2/8/2023 | Oppenheimer & Co. Inc. | 126,870 | $0.85M | 0.0% | N/A | 0.000% | |
2/7/2023 | LPL Financial LLC | 15,522 | $0.10M | 0.0% | +21.4% | 0.000% | |
2/3/2023 | Aveo Capital Partners LLC | 31,743 | $0.21M | 0.0% | +44.3% | 0.000% | |
2/3/2023 | Private Management Group Inc. | 2,876,586 | $19.16M | 0.9% | -9.8% | 0.000% | |
1/30/2023 | PFG Advisors | 60,472 | $0.40M | 0.0% | N/A | 0.000% | |
1/26/2023 | Boenning & Scattergood Inc. | 33,700 | $0.22M | 0.0% | -82.0% | 0.000% | |
1/25/2023 | Daymark Wealth Partners LLC | 13,041 | $87K | 0.0% | N/A | 0.000% | |
1/23/2023 | Pathway Financial Advisors LLC | 17,319 | $0.12M | 0.0% | +25.3% | 0.000% | |
1/5/2023 | Optimum Investment Advisors | 94,500 | $0.63M | 0.3% | +56.2% | 0.000% | |
11/16/2022 | Saba Capital Management L.P. | 5,607,024 | $34.32M | 0.4% | +92.2% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 226,182 | $1.38M | 0.9% | -6.2% | 0.000% | |
11/14/2022 | Royal Bank of Canada | 17,909 | $0.11M | 0.0% | +26.1% | 0.000% | |
11/14/2022 | Almitas Capital LLC | 4,800 | $30K | 0.0% | -98.5% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 15,591 | $95K | 0.0% | -38.0% | 0.000% | |
11/10/2022 | City of London Investment Management Co. Ltd. | 8,490,614 | $51.92M | 4.5% | +9.9% | 0.000% | |
11/10/2022 | Cornerstone Advisors LLC | 461,003 | $2.82M | 0.1% | -34.7% | 0.000% | |
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11/10/2022 | Relative Value Partners Group LLC | 416,280 | $2.55M | 0.2% | -0.9% | 0.000% | |
11/10/2022 | UBS Group AG | 106,624 | $0.65M | 0.0% | +2.0% | 0.000% | |
11/9/2022 | Aveo Capital Partners LLC | 21,998 | $0.14M | 0.0% | +9.8% | 0.000% | |
11/8/2022 | Advisors Asset Management Inc. | 1,346,793 | $8.24M | 0.2% | +4.2% | 0.000% | |
11/8/2022 | Private Management Group Inc. | 3,189,198 | $19.52M | 0.9% | -5.1% | 0.000% | |
11/7/2022 | Spire Wealth Management | 4,260 | $26K | 0.0% | -46.9% | 0.000% | |
11/7/2022 | Kayne Anderson Capital Advisors LP | 97,447 | $0.60M | 0.0% | -7.7% | 0.000% | |
11/4/2022 | First Republic Investment Management Inc. | 133,842 | $0.82M | 0.0% | -26.0% | 0.000% | |
10/26/2022 | Truist Financial Corp | 45,339 | $0.28M | 0.0% | -16.5% | 0.000% | |
10/25/2022 | Hightower 6M Holding LLC | 40,764 | $0.25M | 0.0% | -7.4% | 0.000% | |