2/14/2024 | Royal Bank of Canada | 61,758 | $2.06M | 0.0% | -0.6% | 0.588% | |
2/14/2024 | Kestra Advisory Services LLC | 59,526 | $1.98M | 0.0% | -2.0% | 0.567% | |
2/13/2024 | Envestnet Asset Management Inc. | 75,066 | $2.50M | 0.0% | +2.3% | 0.715% | |
2/9/2024 | US Bancorp DE | 24,426 | $0.81M | 0.0% | -6.0% | 0.233% | |
2/9/2024 | UBS Group AG | 111,968 | $3.73M | 0.0% | -6.9% | 1.066% | |
2/8/2024 | Quotient Wealth Partners LLC | 27,610 | $0.92M | 0.0% | N/A | 0.263% | |
|
2/6/2024 | Connecticut Wealth Management LLC | 382,529 | $12.74M | 0.7% | +109.9% | 3.643% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 340,067 | $11.32M | 0.7% | -0.3% | 3.239% | |
2/1/2024 | Sage Mountain Advisors LLC | 7,483 | $0.25M | 0.0% | +78.9% | 0.071% | |
12/6/2023 | Citigroup Inc. | 31,011 | $0.95M | 0.0% | +5.9% | 0.295% | |
12/1/2023 | Dimension Capital Management LLC | 24,055 | $0.74M | 0.2% | -16.3% | 0.229% | |
11/24/2023 | Deutsche Bank AG | 4,250 | $0.13M | 0.0% | +8,400.0% | 0.040% | |
11/15/2023 | Ameriprise Financial Inc. | 419,001 | $12.88M | 0.0% | +7.5% | 3.990% | |
11/14/2023 | Roundview Capital LLC | 7,587 | $0.23M | 0.0% | +11.6% | 0.072% | |
11/13/2023 | LPL Financial LLC | 62,740 | $1.93M | 0.0% | +23.8% | 0.598% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 341,178 | $10.49M | 0.7% | +0.2% | 3.249% | |
11/13/2023 | Envestnet Asset Management Inc. | 73,373 | $2.26M | 0.0% | N/A | 0.699% | |
11/13/2023 | Kestra Advisory Services LLC | 60,725 | $1.87M | 0.0% | +3.9% | 0.578% | |
11/9/2023 | Deutsche Bank AG | 4,250 | $0.13M | 0.0% | +8,400.0% | 0.040% | |
11/9/2023 | Citigroup Inc. | 31,011 | $0.95M | 0.0% | +5.9% | 0.295% | |
11/9/2023 | UBS Group AG | 120,284 | $3.70M | 0.0% | +2.4% | 1.146% | |
11/8/2023 | HighTower Advisors LLC | 278,782 | $8.57M | 0.0% | +1.7% | 2.655% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,800 | $0.61M | 0.0% | +25.6% | 0.189% | |
10/19/2023 | Connecticut Wealth Management LLC | 182,270 | $5.60M | 0.4% | +3.4% | 1.736% | |
8/21/2023 | Osaic Holdings Inc. | 55,416 | $1.81M | 0.0% | +48.7% | 0.528% | |
8/15/2023 | Wells Fargo & Company MN | 123,880 | $4.05M | 0.0% | -0.6% | 1.180% | |
8/15/2023 | Royal Bank of Canada | 62,043 | $2.03M | 0.0% | +22.5% | 0.591% | |
8/15/2023 | Citadel Advisors LLC | 13,841 | $0.45M | 0.0% | -35.9% | 0.132% | |
8/14/2023 | Tower Research Capital LLC TRC | 1,092 | $36K | 0.0% | N/A | 0.010% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 340,456 | $11.14M | 0.8% | -0.5% | 3.167% | |
8/11/2023 | BlackRock Inc. | 11,270 | $0.37M | 0.0% | -7.3% | 0.105% | |
8/11/2023 | Kestra Advisory Services LLC | 58,437 | $1.91M | 0.0% | -3.3% | 0.544% | |
8/11/2023 | JPMorgan Chase & Co. | 420,286 | $13.75M | 0.0% | +0.2% | 3.910% | |
8/10/2023 | Osaic Holdings Inc. | 55,416 | $1.81M | 0.0% | +48.7% | 0.515% | |
8/10/2023 | WFA of San Diego LLC | 1,005 | $33K | 0.0% | N/A | 0.009% | |
8/10/2023 | Providence Capital Advisors LLC | 984 | $32K | 0.0% | N/A | 0.009% | |
8/10/2023 | Citigroup Inc. | 29,286 | $0.96M | 0.0% | +1.6% | 0.272% | |
8/9/2023 | Flow Traders U.S. LLC | 67,052 | $2.19M | 0.1% | -49.1% | 0.624% | |
8/8/2023 | Prospera Financial Services Inc | 46,093 | $1.51M | 0.1% | -1.4% | 0.429% | |
8/2/2023 | Bank of Montreal Can | 7,372 | $0.24M | 0.0% | N/A | 0.069% | |
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7/28/2023 | First Republic Investment Management Inc. | 6,921 | $0.23M | 0.0% | -73.0% | 0.064% | |
7/24/2023 | Sage Mountain Advisors LLC | 4,142 | $0.14M | 0.0% | +15.1% | 0.039% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,766 | $0.52M | 0.0% | N/A | 0.147% | |
5/22/2023 | Ameriprise Financial Inc. | 209,160 | $6.60M | 0.0% | +289.9% | 2.102% | |
5/18/2023 | JPMorgan Chase & Co. | 419,644 | $13.24M | 0.0% | +7.0% | 4.218% | |
5/16/2023 | Jane Street Group LLC | 15,792 | $0.50M | 0.0% | -70.0% | 0.159% | |
5/15/2023 | Delphia USA Inc. | 7,075 | $0.22M | 0.3% | N/A | 0.071% | |
5/15/2023 | Permanens Capital L.P. | 475,283 | $15M | 3.3% | +89.4% | 4.777% | |
5/15/2023 | Deutsche Bank AG | 40,320 | $1.27M | 0.0% | -18.7% | 0.405% | |
5/15/2023 | Flow Traders U.S. LLC | 131,661 | $4.15M | 0.2% | +436.5% | 1.323% | |
5/12/2023 | Prospera Financial Services Inc | 46,760 | $1.48M | 0.1% | N/A | 0.470% | |
5/12/2023 | OLD Mission Capital LLC | 23,137 | $0.73M | 0.0% | -84.0% | 0.233% | |
5/12/2023 | Bank of America Corp DE | 262,384 | $8.28M | 0.0% | -19.2% | 2.637% | |
5/12/2023 | UBS Group AG | 128,558 | $4.06M | 0.0% | +25.8% | 1.292% | |
5/12/2023 | NewEdge Advisors LLC | 53,180 | $1.68M | 0.0% | -6.2% | 0.534% | |
5/12/2023 | HighTower Advisors LLC | 274,084 | $8.65M | 0.0% | -1.9% | 2.755% | |
5/11/2023 | Financial Advocates Investment Management | 5,209 | $0.52M | 0.0% | N/A | 0.052% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 342,107 | $10.79M | 0.8% | +0.7% | 3.438% | |
5/11/2023 | Citigroup Inc. | 28,834 | $0.91M | 0.0% | +29.8% | 0.290% | |
5/10/2023 | LPL Financial LLC | 50,732 | $1.60M | 0.0% | -4.0% | 0.510% | |
5/9/2023 | Roundview Capital LLC | 6,796 | $0.21M | 0.0% | N/A | 0.068% | |
5/4/2023 | Financial Network Wealth Management LLC | 7,196 | $0.23M | 0.1% | N/A | 0.072% | |
4/18/2023 | Connecticut Wealth Management LLC | 132,540 | $4.18M | 0.3% | N/A | 1.332% | |
3/6/2023 | OLD Mission Capital LLC | 144,195 | $4.01M | 0.1% | +271.9% | 1.526% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 286,776 | $7.97M | 0.0% | +970.2% | 3.035% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 6,246 | $0.17M | 0.1% | N/A | 0.066% | |
2/15/2023 | Jane Street Group LLC | 52,621 | $1.46M | 0.0% | +70.8% | 0.557% | |
2/15/2023 | Morgan Stanley | 244,943 | $6.81M | 0.0% | -21.9% | 2.592% | |
2/15/2023 | Flow Traders U.S. LLC | 24,541 | $0.68M | 0.0% | -64.1% | 0.260% | |
2/13/2023 | First Republic Investment Management Inc. | 25,628 | $0.71M | 0.0% | +8.4% | 0.271% | |
2/13/2023 | Deutsche Bank AG | 49,577 | $1.38M | 0.0% | +398.7% | 0.525% | |
2/13/2023 | Wells Fargo & Company MN | 164,165 | $4.56M | 0.0% | -5.0% | 1.737% | |
2/13/2023 | JPMorgan Chase & Co. | 392,051 | $10.89M | 0.0% | +1,408.4% | 4.149% | |
2/10/2023 | Bank of America Corp DE | 324,854 | $9.02M | 0.0% | -39.2% | 3.438% | |
2/10/2023 | Schroder Investment Management Group | 162,141 | $4.50M | 0.0% | +56.4% | 1.716% | |
2/9/2023 | Citigroup Inc. | 22,212 | $0.62M | 0.0% | +4.6% | 0.235% | |
2/9/2023 | HighTower Advisors LLC | 279,475 | $7.76M | 0.0% | +15.1% | 2.957% | |
2/8/2023 | UBS Group AG | 102,173 | $2.84M | 0.0% | -13.0% | 1.081% | |
2/7/2023 | LPL Financial LLC | 52,866 | $1.47M | 0.0% | -2.4% | 0.559% | |
2/7/2023 | IFP Advisors Inc | 2,469 | $76K | 0.0% | -54.0% | 0.026% | |
2/1/2023 | Bank of Montreal Can | 7,372 | $0.21M | 0.0% | -29.0% | 0.078% | |
1/31/2023 | Kestra Advisory Services LLC | 58,368 | $1.62M | 0.0% | +15.4% | 0.618% | |
1/31/2023 | WFA of San Diego LLC | 1,005 | $28K | 0.0% | N/A | 0.011% | |
1/30/2023 | New York State Common Retirement Fund | 162,141 | $4.50M | 0.0% | N/A | 1.716% | |
1/30/2023 | Psagot Value Holdings Ltd. Israel | 53,491 | $1.49M | 0.4% | -3.2% | 0.566% | |
1/11/2023 | New England Guild Wealth Advisors Inc. | 120,820 | $3.36M | 1.8% | -45.1% | 1.313% | |
11/16/2022 | Jane Street Group LLC | 30,804 | $0.89M | 0.0% | -76.5% | 0.323% | |
11/15/2022 | EPG Wealth Management LLC | 938 | $27K | 0.0% | N/A | 0.010% | |
11/15/2022 | Permanens Capital L.P. | 300,007 | $8.66M | 2.0% | -71.4% | 3.141% | |
11/15/2022 | Flow Traders U.S. LLC | 68,281 | $1.97M | 0.1% | +32.1% | 0.715% | |
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11/15/2022 | BlackRock Inc. | 12,164 | $0.35M | 0.0% | -5.9% | 0.127% | |
11/15/2022 | Citadel Advisors LLC | 21,609 | $0.62M | 0.0% | -38.8% | 0.226% | |
11/14/2022 | Royal Bank of Canada | 57,941 | $1.67M | 0.0% | -14.6% | 0.607% | |
11/14/2022 | Lazard Asset Management LLC | 71,533 | $2.06M | 0.0% | -0.5% | 0.749% | |
11/14/2022 | OLD Mission Capital LLC | 38,774 | $1.12M | 0.0% | +109.8% | 0.406% | |
11/10/2022 | UBS Group AG | 117,463 | $3.39M | 0.0% | -27.7% | 1.230% | |
11/4/2022 | First Republic Investment Management Inc. | 23,652 | $0.68M | 0.0% | -79.2% | 0.248% | |
11/1/2022 | Kestra Advisory Services LLC | 50,590 | $1.46M | 0.0% | +33.6% | 0.527% | |
10/31/2022 | Addison Advisors LLC | 900 | $26K | 0.0% | -26.2% | 0.009% | |
10/6/2022 | New England Guild Wealth Advisors Inc. | 219,896 | $6.35M | 3.8% | +52.6% | 2.027% | |