5/16/2024 | BROOKFIELD Corp ON | 4,308,441 | $75.66M | 0.4% | -27.2% | 0.615% | |
5/16/2024 | Blackstone Inc. | 23,539,035 | $413.35M | 1.7% | +1.4% | 3.358% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 85,368 | $1.50M | 0.0% | +27.6% | 0.012% | |
5/15/2024 | Energy Income Partners LLC | 2,747,046 | $48.24M | 1.0% | -37.4% | 0.392% | |
5/15/2024 | Morse Asset Management Inc | 40,250 | $0.71M | 0.2% | +91.7% | 0.006% | |
5/15/2024 | BOKF NA | 93,000 | $1.65M | 0.0% | -1.3% | 0.013% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 45,180 | $0.79M | 0.0% | -7.1% | 0.006% | |
5/14/2024 | Westwood Holdings Group Inc. | 1,845,606 | $32.41M | 0.3% | -4.0% | 0.263% | |
5/14/2024 | Advisors Asset Management Inc. | 156,079 | $2.74M | 0.1% | -13.7% | 0.022% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,000 | $0.39M | 0.0% | -37.0% | 0.003% | |
5/14/2024 | Fayez Sarofim & Co | 1,660,138 | $29.15M | 0.1% | +0.0% | 0.237% | |
5/14/2024 | Evermay Wealth Management LLC | 2,000 | $35K | 0.0% | N/A | 0.000% | |
5/13/2024 | Clearbridge Investments LLC | 6,676,550 | $117.24M | 0.1% | -0.4% | 0.952% | |
5/13/2024 | Rockport Wealth LLC | 17,119 | $0.30M | 0.1% | N/A | 0.002% | |
5/11/2024 | Spreng Capital Management Inc. | 21,094 | $0.37M | 0.2% | N/A | 0.003% | |
5/10/2024 | Acadian Asset Management LLC | 888,139 | $15.59M | 0.1% | +358.1% | 0.127% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 110,700 | $1.94M | 0.7% | N/A | 0.016% | |
5/9/2024 | Texas Yale Capital Corp. | 450,443 | $7.91M | 0.4% | +3.7% | 0.064% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,461 | $26K | 0.0% | N/A | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 39,405 | $0.69M | 0.0% | -7.8% | 0.006% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,073 | $0.18M | 0.0% | -22.4% | 0.001% | |
5/8/2024 | Donoghue Forlines LLC | 28,661 | $0.50M | 0.1% | -14.2% | 0.004% | |
5/7/2024 | Sei Investments Co. | 148,509 | $2.61M | 0.0% | N/A | 0.021% | |
5/7/2024 | Susquehanna Fundamental Investments LLC | 251,729 | $4.42M | 0.2% | N/A | 0.036% | |
5/7/2024 | Susquehanna Portfolio Strategies LLC | 207,848 | $3.65M | 0.1% | -71.2% | 0.030% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 52,592 | $0.92M | 0.0% | -10.5% | 0.008% | |
5/7/2024 | Wealthspire Advisors LLC | 92,750 | $1.63M | 0.0% | -1.1% | 0.013% | |
5/7/2024 | SG Americas Securities LLC | 11,422 | $0.20M | 0.0% | N/A | 0.002% | |
5/6/2024 | Kayne Anderson Capital Advisors LP | 9,178,482 | $161.17M | 4.5% | -1.3% | 1.309% | |
5/6/2024 | Oxbow Advisors LLC | 115,933 | $2.04M | 0.3% | +4.6% | 0.017% | |
5/3/2024 | FDx Advisors Inc. | 10,419 | $0.18M | 0.0% | -9.8% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 5,000 | $88K | 0.0% | N/A | 0.001% | |
5/2/2024 | Jennison Associates LLC | 383,778 | $6.74M | 0.0% | -1.3% | 0.055% | |
5/2/2024 | Fortem Financial Group LLC | 77,993 | $1.37M | 0.6% | -4.5% | 0.011% | |
5/1/2024 | BNP Paribas Financial Markets | 1,824,808 | $32.04M | 0.0% | +69.4% | 0.260% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 10,999,639 | $193.15M | 0.4% | -14.8% | 1.569% | |
4/30/2024 | Norden Group LLC | 19,242 | $0.34M | 0.0% | N/A | 0.003% | |
4/30/2024 | SpiderRock Advisors LLC | 16,500 | $0.28M | 0.0% | N/A | 0.002% | |
4/29/2024 | Commonwealth Equity Services LLC | 125,542 | $2.21M | 0.0% | +4.6% | 0.018% | |
4/29/2024 | Crescent Grove Advisors LLC | 188,715 | $3.31M | 0.3% | +26.0% | 0.027% | |
4/29/2024 | PBMares Wealth Management LLC | 16,800 | $0.30M | 0.1% | +31.3% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 41,818 | $0.73M | 0.0% | -38.6% | 0.006% | |
4/26/2024 | Chicago Partners Investment Group LLC | 208,582 | $3.77M | 0.2% | +1.5% | 0.030% | |
4/25/2024 | Lindbrook Capital LLC | 78,181 | $1.37M | 0.1% | -3.1% | 0.011% | |
4/24/2024 | Hartford Financial Management Inc. | 33,940 | $0.60M | 0.1% | -3.4% | 0.005% | |
4/23/2024 | Covenant Asset Management LLC | 22,036 | $0.39M | 0.1% | +3.7% | 0.003% | |
4/23/2024 | Stablepoint Partners LLC | 16,125 | $0.28M | 0.1% | N/A | 0.002% | |
4/23/2024 | Clarus Group Inc. | 69,515 | $1.22M | 0.9% | +1.0% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 354,978 | $6.23M | 0.0% | +1.7% | 0.051% | |
4/23/2024 | Prospect Financial Services LLC | 76,861 | $1.35M | 1.1% | -6.9% | 0.011% | |
4/22/2024 | PFG Investments LLC | 29,317 | $0.52M | 0.0% | N/A | 0.004% | |
4/22/2024 | Raymond James & Associates | 313,410 | $5.50M | 0.0% | +1.4% | 0.045% | |
4/22/2024 | GraniteShares Advisors LLC | 114,588 | $2.01M | 1.1% | +91.0% | 0.016% | |
4/20/2024 | Maryland State Retirement & Pension System | 389,300 | $6.66M | 0.1% | +1.6% | 0.056% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 183,767 | $3.23M | 0.1% | N/A | 0.026% | |
4/19/2024 | Wealthstar Advisors LLC | 33,326 | $0.59M | 0.2% | -5.0% | 0.005% | |
4/19/2024 | Financial Sense Advisors Inc. | 13,884 | $0.24M | 0.1% | +29.9% | 0.002% | |
4/19/2024 | Norden Group LLC | 19,242 | $0.34M | 0.0% | N/A | 0.003% | |
4/18/2024 | Aviance Capital Partners LLC | 149,671 | $2.63M | 0.4% | +3.1% | 0.021% | |
4/16/2024 | Hennessy Advisors Inc. | 416,426 | $7.31M | 0.3% | +5.0% | 0.059% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 32,086 | $0.56M | 0.0% | -12.9% | 0.005% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,600 | $28K | 0.0% | N/A | 0.000% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 22,876 | $0.40M | 0.1% | N/A | 0.003% | |
4/15/2024 | F&V Capital Management LLC | 22,000 | $0.39M | 0.1% | +12.2% | 0.003% | |
4/12/2024 | Miller Howard Investments Inc. NY | 2,499,924 | $43.90M | 1.4% | +4.2% | 0.357% | |
4/9/2024 | Mather Group LLC. | 4,315 | $76K | 0.0% | N/A | 0.001% | |
4/8/2024 | Walnut Private Equity Partners LLC | 400,000 | $7.02M | 4.5% | +2.6% | 0.057% | |
4/5/2024 | Chickasaw Capital Management LLC | 4,131,239 | $72.55M | 3.5% | -8.2% | 0.589% | |
3/27/2024 | Nomura Holdings Inc. | 650,000 | $9.85M | 0.0% | -11.0% | 0.093% | |
3/22/2024 | PNC Financial Services Group Inc. | 201,893 | $3.06M | 0.0% | +1.3% | 0.029% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 143,536 | $2.18M | 0.1% | -13.6% | 0.020% | |
3/14/2024 | Hennessy Advisors Inc. | 396,426 | $6.01M | 0.3% | -78.8% | 0.057% | |
3/13/2024 | MONECO Advisors LLC | 66,526 | $1.01M | 0.2% | N/A | 0.009% | |
3/5/2024 | Fisher Asset Management LLC | 10,919 | $0.17M | 0.0% | N/A | 0.002% | |
3/4/2024 | Tucker Asset Management LLC | 5,315 | $81K | 0.0% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 3,010 | $46K | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 205,505 | $3.24M | 0.1% | -0.6% | 0.029% | |
2/20/2024 | Prospect Financial Services LLC | 82,558 | $1.25M | 1.3% | N/A | 0.012% | |
2/16/2024 | Bluefin Capital Management LLC | 24,100 | $0.36M | 0.0% | +136.3% | 0.003% | |
2/16/2024 | DRW Securities LLC | 109,668 | $1.66M | 0.0% | N/A | 0.016% | |
2/15/2024 | Fort Sheridan Advisors LLC | 102,571 | $1.55M | 0.3% | +10.3% | 0.015% | |
2/15/2024 | Blackstone Inc. | 23,220,091 | $351.78M | 1.6% | -4.3% | 3.312% | |
2/15/2024 | Cohen & Steers Inc. | 1,264,432 | $19.16M | 0.0% | -21.4% | 0.180% | |
2/14/2024 | Pinnacle Holdings LLC | 5,612 | $85K | 0.0% | -12.5% | 0.001% | |
2/14/2024 | Tortoise Index Solutions LLC | 602,376 | $9.13M | 1.7% | +13.3% | 0.086% | |
2/14/2024 | Icon Wealth Advisors LLC | 112,588 | $1.71M | 0.2% | N/A | 0.016% | |
2/14/2024 | Nomura Holdings Inc. | 650,000 | $9.85M | 0.0% | -11.0% | 0.093% | |
2/14/2024 | Westwood Holdings Group Inc. | 1,921,954 | $29.12M | 0.2% | -0.4% | 0.274% | |
2/13/2024 | Stephens Inc. AR | 103,474 | $1.57M | 0.0% | -3.5% | 0.015% | |
2/13/2024 | Bollard Group LLC | 952,395 | $14.43M | 0.5% | +1.7% | 0.136% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,403 | $52K | 0.0% | -85.9% | 0.000% | |
2/13/2024 | CIBC Private Wealth Group LLC | 3,506,932 | $53.13M | 0.1% | -4.2% | 0.500% | |
2/13/2024 | CWA Asset Management Group LLC | 450,640 | $6.83M | 0.5% | +3.9% | 0.064% | |
2/12/2024 | Pingora Partners LLC | 13,233 | $0.20M | 0.2% | N/A | 0.002% | |
2/12/2024 | Allianz Asset Management GmbH | 403,400 | $6.11M | 0.0% | N/A | 0.058% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 41,520 | $0.63M | 0.0% | -3.7% | 0.006% | |
2/9/2024 | Eagle Global Advisors LLC | 3,931,137 | $59.56M | 3.6% | +1.8% | 0.561% | |
2/9/2024 | Congress Wealth Management LLC DE | 11,311 | $0.17M | 0.0% | -43.0% | 0.002% | |
2/9/2024 | US Bancorp DE | 120,354 | $1.82M | 0.0% | -2.3% | 0.017% | |
2/9/2024 | King Luther Capital Management Corp | 13,905 | $0.21M | 0.0% | -22.3% | 0.002% | |