8/8/2023 | Biechele Royce Advisors | 15,150 | $0.20M | 0.1% | N/A | 0.004% | |
8/8/2023 | Chicago Partners Investment Group LLC | 362,001 | $5.06M | 0.3% | -2.4% | 0.093% | |
8/7/2023 | Keystone Financial Group | 14,600 | $0.20M | 0.0% | N/A | 0.004% | |
8/7/2023 | Mirabella Financial Services LLP | 43,800 | $0.59M | 0.1% | N/A | 0.011% | |
8/2/2023 | Bank of Montreal Can | 101,770 | $1.41M | 0.0% | N/A | 0.026% | |
8/2/2023 | Perigon Wealth Management LLC | 14,043 | $0.19M | 0.0% | N/A | 0.004% | |
8/2/2023 | Barnett & Company Inc. | 74,200 | $1M | 0.7% | -5.4% | 0.019% | |
7/31/2023 | LPL Financial LLC | 1,564,230 | $20.99M | 0.0% | +8.7% | 0.401% | |
7/31/2023 | Verus Capital Partners LLC | 71,000 | $0.95M | 0.1% | N/A | 0.018% | |
7/31/2023 | Alpha DNA Investment Management LLC | 60,096 | $0.81M | 0.3% | -28.2% | 0.015% | |
7/31/2023 | Brown Advisory Inc. | 29,270 | $0.39M | 0.0% | -19.3% | 0.008% | |
7/31/2023 | Intellectus Partners LLC | 111,379 | $1.53M | 0.5% | N/A | 0.029% | |
7/31/2023 | Strs Ohio | 2,104,558 | $28.24M | 0.1% | -0.5% | 0.540% | |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 776,109 | $10.42M | 0.0% | -9.9% | 0.199% | |
7/18/2023 | Stratos Wealth Partners LTD. | 65,801 | $0.88M | 0.0% | +46.1% | 0.017% | |
7/18/2023 | Pettinga Financial Advisors LLC | 1,046,319 | $14.04M | 4.2% | +6.6% | 0.268% | |
7/17/2023 | Tranquility Partners LLC | 160,748 | $2.16M | 0.9% | +21.4% | 0.041% | |
7/17/2023 | FDx Advisors Inc. | 31,358 | $0.42M | 0.0% | -6.8% | 0.008% | |
7/12/2023 | Pasadena Private Wealth LLC | 14,662 | $0.20M | 0.1% | N/A | 0.004% | |
7/11/2023 | Good Life Advisors LLC | 10,654 | $0.14M | 0.0% | -10.0% | 0.003% | |
7/10/2023 | First Affirmative Financial Network | 13,980 | $0.19M | 0.2% | +31.0% | 0.004% | |
7/10/2023 | Telemus Capital LLC | 10,000 | $0.13M | 0.0% | N/A | 0.003% | |
7/10/2023 | CVA Family Office LLC | 4,100 | $55K | 0.0% | N/A | 0.001% | |
7/10/2023 | SG Americas Securities LLC | 139,661 | $1.87M | 0.0% | N/A | 0.036% | |
7/10/2023 | Sound Income Strategies LLC | 2,271,442 | $30.48M | 3.1% | +6.0% | 0.583% | |
7/10/2023 | DNB Asset Management AS | 151,665 | $2.04M | 0.0% | +5.4% | 0.039% | |
7/6/2023 | DnB Asset Management AS | 151,665 | $2.04M | 0.0% | +5.4% | 0.039% | |
7/3/2023 | Confluence Investment Management LLC | 198,664 | $2.67M | 0.0% | +0.5% | 0.051% | |
5/22/2023 | Putnam Investments LLC | 324,142 | $4.09M | 0.0% | +396.2% | 0.083% | |
5/22/2023 | Arete Wealth Advisors LLC | 27,872 | $0.35M | 0.0% | N/A | 0.007% | |
5/18/2023 | Border to Coast Pensions Partnership Ltd | 2,164,810 | $27.30M | 0.7% | -4.4% | 0.555% | |
5/16/2023 | Greenland Capital Management LP | 563,000 | $7.10M | 0.8% | +562.4% | 0.144% | |
5/16/2023 | Ares Management LLC | 1,668,693 | $21.04M | 1.2% | +7.2% | 0.428% | |
5/15/2023 | New Vernon Capital Holdings II LLC | 114,152 | $1.44M | 1.1% | +22.9% | 0.029% | |
5/15/2023 | Stephens Inc. AR | 3,526,063 | $44.46M | 0.9% | -0.9% | 0.905% | |
5/12/2023 | Cliffwater LLC | 1,155,325 | $14.57M | 4.7% | -16.6% | 0.296% | |
5/12/2023 | Johnson Financial Group Inc. | 2,398,349 | $30.97M | 2.2% | -1.2% | 0.614% | |
5/12/2023 | Callodine Capital Management LP | 525,000 | $6.62M | 2.0% | +5.0% | 0.134% | |
5/12/2023 | Beacon Investment Advisors LLC | 126,171 | $1.59M | 1.2% | +1.7% | 0.032% | |
5/12/2023 | OMERS ADMINISTRATION Corp | 365,138 | $4.60M | 0.1% | N/A | 0.093% | |
5/12/2023 | NewEdge Advisors LLC | 105,862 | $1.34M | 0.0% | +9.7% | 0.027% | |
5/12/2023 | MRP Capital Investments LLC | 3,007 | $38K | 0.0% | N/A | 0.001% | |
5/12/2023 | BI Asset Management Fondsmaeglerselskab A S | 71,107 | $0.90M | 0.0% | +11.7% | 0.018% | |
5/12/2023 | IPG Investment Advisors LLC | 50,953 | $0.66M | 0.2% | -6.5% | 0.013% | |
5/12/2023 | Aspen Wealth Strategies LLC | 10,192 | $0.13M | 0.1% | N/A | 0.003% | |
5/12/2023 | AlphaCore Capital LLC | 918,909 | $11.59M | 3.1% | -51.6% | 0.235% | |
5/12/2023 | Palogic Value Management L.P. | 40,106 | $0.51M | 0.2% | N/A | 0.010% | |
5/12/2023 | First Republic Investment Management Inc. | 2,158,132 | $27.21M | 0.1% | -5.7% | 0.552% | |
5/12/2023 | Tradition Wealth Management LLC | 132,991 | $1.68M | 0.2% | +6.1% | 0.034% | |
5/12/2023 | HighTower Advisors LLC | 756,576 | $9.54M | 0.0% | +0.4% | 0.194% | |
5/12/2023 | Perennial Investment Advisors LLC | 338,465 | $4.27M | 0.8% | +10.7% | 0.087% | |
5/11/2023 | Texas Capital Bank Wealth Management Services Inc. | 297,938 | $3.76M | 0.4% | -4.4% | 0.076% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 66,174 | $0.83M | 0.0% | -29.5% | 0.017% | |
5/11/2023 | Muzinich & Co. Inc. | 883,391 | $11.14M | 8.1% | -5.8% | 0.226% | |
5/11/2023 | Blue Owl Capital Holdings LP | 1,573,477 | $19.84M | 12.7% | +133.7% | 0.403% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 343,099 | $4.33M | 0.0% | +7.1% | 0.088% | |
5/11/2023 | Tucker Asset Management LLC | 6,249 | $79K | 0.0% | N/A | 0.002% | |
5/11/2023 | Cerity Partners LLC | 409,492 | $5.21M | 0.0% | +14.7% | 0.105% | |
5/11/2023 | ExodusPoint Capital Management LP | 90,519 | $1.14M | 0.0% | +510.0% | 0.023% | |
5/11/2023 | Golden Green Inc. | 115,675 | $1.46M | 1.7% | N/A | 0.030% | |
5/11/2023 | Commonwealth Equity Services LLC | 470,096 | $5.93M | 0.0% | +27.9% | 0.120% | |
5/11/2023 | Icon Wealth Partners LLC | 15,699 | $0.20M | 0.0% | N/A | 0.004% | |
5/11/2023 | Bank Julius Baer & Co. Ltd Zurich | 12,418 | $0.16M | 0.0% | N/A | 0.003% | |
5/10/2023 | Legacy Capital Wealth Partners LLC | 98,673 | $1.24M | 0.3% | +5.9% | 0.025% | |
5/10/2023 | Condor Capital Management | 283,858 | $3.58M | 0.4% | +7.2% | 0.073% | |
5/10/2023 | Oppenheimer & Co. Inc. | 450,404 | $5.68M | 0.1% | +0.3% | 0.115% | |
5/10/2023 | Private Advisor Group LLC | 121,846 | $1.54M | 0.0% | N/A | 0.031% | |
5/10/2023 | Register Financial Advisors LLC | 4,317 | $54K | 0.0% | -96.7% | 0.001% | |
5/10/2023 | Credit Suisse AG | 389,715 | $4.91M | 0.0% | -42.6% | 0.100% | |
5/10/2023 | LPL Financial LLC | 1,438,399 | $18.14M | 0.0% | +1.6% | 0.368% | |
5/9/2023 | Tower Research Capital LLC TRC | 8,924 | $0.11M | 0.0% | -56.5% | 0.002% | |
5/9/2023 | Integrity Financial Corp WA | 119,158 | $1.50M | 1.2% | -15.1% | 0.030% | |
5/9/2023 | Wedbush Securities Inc. | 17,995 | $0.23M | 0.0% | +42.2% | 0.005% | |
5/9/2023 | Samalin Investment Counsel LLC | 44,551 | $0.56M | 0.3% | +13.8% | 0.011% | |
5/8/2023 | Evoke Wealth LLC | 40,721 | $0.53M | 0.0% | +3.5% | 0.010% | |
5/8/2023 | Avidian Wealth Solutions LLC | 23,233 | $0.29M | 0.0% | +20.9% | 0.006% | |
5/8/2023 | Brown Advisory Inc. | 36,270 | $0.46M | 0.0% | +31.3% | 0.009% | |
5/8/2023 | Eagle Global Advisors LLC | 66,965 | $0.84M | 0.1% | +17.6% | 0.017% | |
5/8/2023 | Tranquility Partners LLC | 132,396 | $1.67M | 0.8% | +1.7% | 0.034% | |
5/8/2023 | Madison Wealth Management | 224,571 | $2.27M | 0.5% | +14.5% | 0.057% | |
5/8/2023 | Delta Investment Management LLC | 37,678 | $0.48M | 0.1% | +6.2% | 0.010% | |
5/5/2023 | Alpha DNA Investment Management LLC | 83,694 | $1.06M | 0.3% | N/A | 0.021% | |
5/5/2023 | Partners Group Holding AG | 527,004 | $6.65M | 0.5% | -35.4% | 0.135% | |
5/5/2023 | Regents of The University of California | 25,336,768 | $319.50M | 59.4% | -6.3% | 6.481% | |
5/5/2023 | Gilbert & Cook Inc. | 231,054 | $2.91M | 0.5% | -1.8% | 0.059% | |
5/5/2023 | Silver Oak Securities Incorporated | 12,360 | $0.16M | 0.0% | N/A | 0.003% | |
5/5/2023 | Kalos Management Inc. | 3,615 | $46K | 0.1% | N/A | 0.001% | |
5/4/2023 | Oregon Public Employees Retirement Fund | 8,977,919 | $116.17M | 1.4% | N/A | 2.297% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 14,921 | $0.19M | 0.0% | N/A | 0.004% | |
5/4/2023 | Emerald Mutual Fund Advisers Trust | 59,840 | $0.76M | 0.0% | N/A | 0.015% | |
5/4/2023 | Edge Capital Group LLC | 53,680 | $0.68M | 0.0% | +257.9% | 0.014% | |
5/4/2023 | NorthRock Partners LLC | 64,566 | $0.81M | 0.1% | -30.0% | 0.017% | |
5/3/2023 | Jump Financial LLC | 11,927 | $0.15M | 0.0% | -91.9% | 0.003% | |
5/3/2023 | Axxcess Wealth Management LLC | 22,863 | $0.29M | 0.0% | +47.5% | 0.006% | |
5/3/2023 | Van ECK Associates Corp | 5,282,956 | $66.62M | 0.2% | +5.9% | 1.351% | |
5/3/2023 | CFO4Life Group LLC | 20,997 | $0.27M | 0.1% | +95.8% | 0.005% | |
5/3/2023 | Barnett & Company Inc. | 78,400 | $0.99M | 0.8% | -10.2% | 0.020% | |
5/3/2023 | Aspire Private Capital LLC | 4,848 | $61.14B | 0.0% | N/A | 0.001% | |
5/2/2023 | Abundance Wealth Counselors | 26,637 | $0.34M | 0.1% | -12.3% | 0.007% | |
5/2/2023 | AFT Forsyth & Company Inc. | 16,690 | $0.21M | 0.2% | N/A | 0.004% | |