10/2/2024 | Trust Co. of Toledo NA OH | 32,679 | $1.34M | 0.2% | +6.6% | 0.002% | |
10/1/2024 | Jacobs & Co. CA | 96,753 | $3.96M | 0.4% | -30.5% | 0.005% | |
9/23/2024 | Centaurus Financial Inc. | 4,515 | $0.17M | 0.0% | -28.8% | 0.000% | |
9/20/2024 | Anchor Investment Management LLC | 48,637 | $1.87M | 0.2% | -1.9% | 0.002% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,363,300 | $52.49M | 0.1% | N/A | 0.066% | |
9/20/2024 | Clifford Capital Partners LLC | 358,291 | $13.79M | 3.0% | +21.3% | 0.017% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 3,103 | $0.12M | 0.0% | +172.2% | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 19,970 | $0.77M | 0.3% | +2.5% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 271,983 | $11.18M | 0.1% | N/A | 0.013% | |
8/27/2024 | New Wave Wealth Advisors LLC | 9,268 | $0.36M | 0.2% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 153,306 | $5.90M | 0.0% | -15.2% | 0.007% | |
8/19/2024 | EP Wealth Advisors LLC | 10,115 | $0.39M | 0.0% | -26.9% | 0.000% | |
8/19/2024 | Brandes Investment Partners LP | 1,145,512 | $44.19M | 0.5% | +5.6% | 0.055% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 38,471 | $1.50M | 0.0% | -21.2% | 0.002% | |
8/16/2024 | Regal Investment Advisors LLC | 7,954 | $0.31M | 0.0% | -66.7% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 75,947 | $2.92M | 0.0% | -23.5% | 0.004% | |
8/16/2024 | NewEdge Advisors LLC | 70,048 | $2.70M | 0.0% | +61.9% | 0.003% | |
8/16/2024 | Creative Planning | 203,246 | $7.83M | 0.0% | +4.8% | 0.010% | |
8/15/2024 | Susquehanna International Group Ltd. | 52,697 | $2.03M | 0.5% | -8.2% | 0.003% | |
8/15/2024 | The Manufacturers Life Insurance Company | 1,010,499 | $38.90M | 0.0% | +0.1% | 0.049% | |
8/15/2024 | Daymark Wealth Partners LLC | 25,675 | $0.99M | 0.0% | N/A | 0.001% | |
8/15/2024 | Drucker Wealth 3.0 LLC | 82,184 | $3.16M | 0.8% | N/A | 0.004% | |
8/15/2024 | AQR Capital Management LLC | 26,363 | $1.02M | 0.0% | +103.4% | 0.001% | |
8/15/2024 | Armistice Capital LLC | 1,500,000 | $57.75M | 0.7% | +55.6% | 0.072% | |
8/15/2024 | ELCO Management Co. LLC | 6,108 | $0.24M | 0.1% | -33.3% | 0.000% | |
8/14/2024 | Semmax Financial Advisors Inc. | 88,085 | $3.63M | 1.1% | +0.6% | 0.004% | |
8/14/2024 | Bank of Montreal Can | 330,652 | $13.37M | 0.0% | -3.1% | 0.016% | |
8/14/2024 | Evergreen Capital Management LLC | 12,133 | $0.47M | 0.0% | +4.9% | 0.001% | |
8/14/2024 | EverSource Wealth Advisors LLC | 3,542 | $0.14M | 0.0% | +9.4% | 0.000% | |
8/14/2024 | First City Capital Management Inc. | 8,708 | $0.34M | 0.2% | -18.6% | 0.000% | |
8/14/2024 | Mount Yale Investment Advisors LLC | 17,052 | $0.66M | 0.1% | -11.0% | 0.001% | |
8/14/2024 | Frank Rimerman Advisors LLC | 21,359 | $0.82M | 0.1% | N/A | 0.001% | |
8/14/2024 | Profund Advisors LLC | 14,979 | $0.58M | 0.0% | +3.0% | 0.001% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 19,346 | $0.75M | 0.0% | -3.4% | 0.001% | |
8/13/2024 | Legacy Financial Advisors Inc. | 8,280 | $0.32M | 0.1% | +7.0% | 0.000% | |
8/13/2024 | Summit Trail Advisors LLC | 7,473 | $0.29M | 0.0% | +37.2% | 0.000% | |
8/13/2024 | Capstone Triton Financial Group LLC | 8,450 | $0.33M | 0.2% | -14.3% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 51,611 | $1.99M | 0.0% | -2.1% | 0.002% | |
8/13/2024 | Sei Investments Co. | 831,592 | $32.02M | 0.0% | +3.1% | 0.040% | |
8/13/2024 | AE Wealth Management LLC | 19,869 | $0.77M | 0.0% | +4.3% | 0.001% | |
8/13/2024 | Waters Parkerson & CO. LLC | 18,780 | $0.72M | 0.0% | +5.4% | 0.001% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 4,042 | $0.16M | 0.0% | -7.0% | 0.000% | |
8/12/2024 | Brighton Jones LLC | 6,999 | $0.27M | 0.0% | -46.7% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 122,028 | $4.70M | 0.4% | -1.3% | 0.006% | |
8/12/2024 | XTX Topco Ltd | 28,604 | $1.10M | 0.1% | N/A | 0.001% | |
8/12/2024 | Optimist Retirement Group LLC | 47,764 | $1.84M | 1.0% | +10.6% | 0.002% | |
8/12/2024 | WCG Wealth Advisors LLC | 11,930 | $0.46M | 0.0% | N/A | 0.001% | |
8/12/2024 | Altrius Capital Management Inc | 198,193 | $7.63M | 2.0% | +1.7% | 0.010% | |
8/12/2024 | Hsbc Holdings PLC | 3,552,119 | $138.18M | 0.1% | -5.9% | 0.171% | |
8/12/2024 | Mondrian Investment Partners LTD | 4,897,802 | $189.89M | 3.0% | -11.1% | 0.236% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 57,524 | $2.22M | 0.0% | +13.9% | 0.003% | |
8/12/2024 | Argent Trust Co | 33,254 | $1.28M | 0.1% | +2.4% | 0.002% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 147,585 | $5.79M | 0.0% | +0.4% | 0.007% | |
8/12/2024 | SYSTM Wealth Solutions LLC | 2,324 | $90K | 0.0% | -43.7% | 0.000% | |
8/10/2024 | Virtu Financial LLC | 52,500 | $2.02M | 0.1% | N/A | 0.003% | |
8/9/2024 | Primecap Management Co. CA | 14,511,390 | $558.69M | 0.4% | +13.9% | 0.700% | |
8/9/2024 | Moors & Cabot Inc. | 27,254 | $1.05M | 0.1% | +6.1% | 0.001% | |
8/9/2024 | Renaissance Technologies LLC | 2,347,993 | $90.40M | 0.2% | +30.9% | 0.113% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 16,370 | $0.63M | 0.0% | -1.8% | 0.001% | |
8/9/2024 | Dimensional Fund Advisors LP | 2,256,320 | $86.88M | 0.0% | +33.8% | 0.109% | |
8/9/2024 | Brown Brothers Harriman & Co. | 7,408 | $0.29M | 0.0% | -5.6% | 0.000% | |
8/9/2024 | Redwood Wealth Management Group LLC | 1,851 | $71K | 0.1% | N/A | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 2,049,575 | $78.91M | 0.0% | +0.2% | 0.099% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 105,927 | $4.08M | 0.1% | +11.5% | 0.005% | |
8/8/2024 | Thoroughbred Financial Services LLC | 6,908 | $0.27M | 0.0% | +6.6% | 0.000% | |
8/8/2024 | Parallel Advisors LLC | 7,089 | $0.27M | 0.0% | -4.7% | 0.000% | |
8/8/2024 | Federated Hermes Inc. | 108,045 | $4.16M | 0.0% | -46.6% | 0.005% | |
8/8/2024 | Oppenheimer & Co. Inc. | 62,441 | $2.40M | 0.0% | -6.3% | 0.003% | |
8/8/2024 | Equity Investment Corp | 3,433,202 | $132.18M | 3.4% | +1.0% | 0.166% | |
8/8/2024 | AIMZ Investment Advisors LLC | 62,339 | $2.40M | 0.9% | -0.9% | 0.003% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 12,946 | $0.50M | 0.1% | -47.2% | 0.001% | |
8/8/2024 | BOKF NA | 10,389 | $0.40M | 0.0% | +20.8% | 0.001% | |
8/8/2024 | Johnson Investment Counsel Inc. | 11,339 | $0.44M | 0.0% | -3.9% | 0.001% | |
8/8/2024 | American Century Companies Inc. | 544,079 | $20.95M | 0.0% | +42.2% | 0.026% | |
8/7/2024 | Headlands Technologies LLC | 30,730 | $1.18M | 0.1% | N/A | 0.001% | |
8/7/2024 | Provident Investment Management Inc. | 17,670 | $0.68M | 0.1% | +171.0% | 0.001% | |
8/7/2024 | Choreo LLC | 52,157 | $2M | 0.0% | +759.4% | 0.003% | |
8/7/2024 | Wedbush Securities Inc. | 10,541 | $0.41M | 0.0% | -13.4% | 0.001% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 952 | $37K | 0.0% | N/A | 0.000% | |
8/7/2024 | PFG Investments LLC | 15,273 | $0.59M | 0.0% | +3.5% | 0.001% | |
8/6/2024 | LSV Asset Management | 24,040 | $0.93M | 0.0% | -5.4% | 0.001% | |
8/6/2024 | Ballentine Partners LLC | 12,066 | $0.47M | 0.0% | -20.0% | 0.001% | |
8/6/2024 | Koss Olinger Consulting LLC | 62,881 | $2.42M | 0.2% | N/A | 0.003% | |
8/6/2024 | Caprock Group LLC | 26,000 | $1.01M | 0.0% | +115.6% | 0.001% | |
8/6/2024 | Acadian Asset Management LLC | 1,710,252 | $65.82M | 0.2% | -23.0% | 0.083% | |
8/6/2024 | Gallacher Capital Management LLC | 10,764 | $0.41M | 0.2% | +5.1% | 0.001% | |
8/6/2024 | Strategic Financial Concepts LLC | 334,578 | $0.13M | 0.0% | N/A | 0.016% | |
8/6/2024 | Letko Brosseau & Associates Inc. | 1,184,095 | $45.59M | 0.9% | +0.5% | 0.057% | |
8/6/2024 | Oxbow Advisors LLC | 136,305 | $5.25M | 0.6% | +4.4% | 0.007% | |
8/6/2024 | Greystone Financial Group LLC | 176,744 | $6.81M | 1.3% | -27.5% | 0.009% | |
8/6/2024 | Cullen Frost Bankers Inc. | 368,174 | $14.18M | 0.2% | +14.6% | 0.018% | |
8/6/2024 | Lake Street Advisors Group LLC | 7,191 | $0.28M | 0.0% | -7.1% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 75,320 | $2.90M | 0.0% | -5.4% | 0.004% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 4,062 | $0.16M | 0.0% | -8.8% | 0.000% | |
8/3/2024 | Kornitzer Capital Management Inc. KS | 354,688 | $13.66M | 0.3% | -0.4% | 0.017% | |
8/3/2024 | National Bank of Canada FI | 74,333 | $2.85M | 0.0% | -0.9% | 0.004% | |
8/2/2024 | Foundations Investment Advisors LLC | 9,656 | $0.37M | 0.0% | +13.3% | 0.000% | |
8/2/2024 | Founders Financial Securities LLC | 17,760 | $0.68M | 0.1% | +3.1% | 0.001% | |
8/2/2024 | Naviter Wealth LLC | 47,661 | $1.85M | 0.3% | +8.5% | 0.002% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 19,558 | $0.75M | 0.2% | N/A | 0.001% | |