Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i NatWest Group plc - Depositary Receipt (Common Stock) inkluderer Walleye Capital LLC, CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class, Integrated Quantitative Investments LLC, 1832 Asset Management L.P., Glenmede Investment Management, LP, Naviter Wealth, LLC, Oppenheimer & Co Inc, Dynamic Technology Lab Private Ltd, Midwest Trust Co, Prospera Financial Services Inc, LIONX - Issachar Fund Class N Shares, Thrivent Financial For Lutherans, Scientech Research LLC, Blue Barn Wealth, LLC, IHT Wealth Management, LLC, We Are One Seven, LLC, Gibbs Wealth Management, Axxcess Wealth Management, Llc, Scott Marsh Financial, LLC, og Financial Advocates Investment Management .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | PDS Planning, Inc | 13 090 | 18,17 | 185 | 40,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 41 091 | 7,94 | 581 | 28,26 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 78 482 | 138,07 | 1 111 | 183,16 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 26 896 | 381 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 881 083 | 20,04 | 54 917 | 42,49 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 643 349 | 19,34 | 9 103 | 41,68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 514 128 | 45,12 | 7 275 | 72,29 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 297 | 0,34 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 565 | 9,52 | 36 | 33,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 115 689 | 13,78 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 26 507 | 1,09 | 375 | 20,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46 046 | 30,26 | 652 | 54,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 532 | 159,05 | 0 | |||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 196 | 29,80 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 116 427 | 10,42 | 1 647 | 31,13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 974 | 7 942,24 | 792 | 9 800,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 33 153 | 5,92 | 469 | 25,74 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 19 582 | 0 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 171 865 | 17,26 | 2 432 | 39,21 | ||||
| 2025-08-12 | 13F/A | Boston Partners | 460 085 | 1,55 | 6 507 | 20,10 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 43 654 | 274,33 | 618 | 343,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 750 | 162,24 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 12 631 | 0,89 | 179 | 19,46 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 401 864 | 12,36 | 5 686 | 33,38 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 44 515 | 0,06 | 630 | 18,68 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 043 | 22,63 | 57 | 46,15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32 394 | 0,55 | 459 | 19,58 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF | 4 473 | 58 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 146 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 269 | 103,04 | 18 | 142,86 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 042 | 28,11 | 29 | 47,37 | ||||
| 2025-08-11 | 13F | Integrated Quantitative Investments LLC | 83 763 | 1 185 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 22 912 | 0,07 | 324 | 19,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32 859 | 74,84 | 462 | 105,80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 295 313 | 207,80 | 4 179 | 265,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 437 | 20 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 321 521 | 4,39 | 4 550 | 23,92 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1 652 790 | 0,57 | 23 387 | 19,39 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 853 854 | 46,20 | 12 082 | 73,57 | ||||
| 2025-08-12 | 13F | Dynamic Technology Lab Private Ltd | 29 524 | 418 | ||||||
| 2025-08-13 | 13F | Capital Research Global Investors | 188 632 | 2,32 | 2 650 | 20,24 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 166 109 | 319,64 | 2 350 | 398,94 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 35 068 | 277,64 | 496 | 350,00 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 65 041 | 920 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 84 655 | 941,65 | 1 198 | 1 146,88 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12 780 | 181 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 272 213 | 190,92 | 3 849 | 245,20 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 487 149 | 0,89 | 6 893 | 19,77 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 435 | 6 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 045 | 156 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 166 | 3,11 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 284 299 | 29,43 | 4 023 | 53,63 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 886 | 4,96 | 154 | 25,20 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 31 641 | 4,71 | 448 | 24,17 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 36 718 | 54,26 | 520 | 83,39 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 44 282 | 0,31 | 627 | 19,01 | ||||
| 2025-08-21 | NP | LIONX - Issachar Fund Class N Shares | 21 300 | 301 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 18 052 | 36,43 | 255 | 62,42 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 363 | 120,00 | 5 | 400,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 77 142 | 38,05 | 1 092 | 63,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 175 | 73 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 129 | 2 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 767 | 237 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 195 480 | 3,01 | 2 766 | 22,24 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 9 630 | 0 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 37 320 | 15,00 | 528 | 36,79 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 321 626 | 1 189,55 | 4 551 | 1 432,32 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 68 243 | 22 647,67 | 966 | 32 066,67 | ||||
| 2025-08-14 | 13F | Jain Global LLC | 136 700 | 599,27 | 1 934 | 730,04 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 553 | 1 102,17 | 8 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 98 | 1 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 130 785 | 42,88 | 1 851 | 69,57 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 247 | 216 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 499 | 6,84 | 347 | 26,74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 200 | 14,82 | 45 | 36,36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44 780 | 13,53 | 634 | 34,68 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 404 | 6 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 955 | 13,42 | 14 | 30,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 391 187 | 555,83 | 5 535 | 658,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 112 106 | 37,37 | 2 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 819 | 12 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 701 106 | 9,21 | 9 921 | 29,64 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 85 | 1 | ||||||
| 2025-08-22 | NP | FENI - Fidelity Enhanced International ETF | 277 061 | 31,25 | 3 920 | 55,80 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 39 803 | 105,27 | 563 | 143,72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 203 335 | 17,88 | 2 877 | 39,93 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 19 478 | 276 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 906 898 | 8,54 | 55 283 | 28,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 93 081 | 92,94 | 1 317 | 129,04 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 6 722 | 2,13 | 95 | 21,79 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 246 819 | 179,52 | 3 492 | 231,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 48 013 | 679 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 20 593 | 3,53 | 291 | 22,78 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 314 091 | 9,76 | 18 594 | 30,30 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 297 583 | 35,24 | 4 211 | 60,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 403 | 410,79 | 62 | 520,00 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 343 203 | 4 856 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10 692 | 0 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 59 288 | 0,28 | 839 | 19,03 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 256 | 70,65 | 32 | 106,67 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 47 | 1 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 138 407 | 13,10 | 1 958 | 34,29 | ||||
| 2025-08-14 | 13F | Css Llc/il | 17 540 | 248 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 32 177 | 125,00 | 455 | 167,65 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 41 075 | 10,27 | 581 | 30,86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 595 | 192 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 28 108 | 35,81 | 398 | 61,38 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 515 | 10,07 | 64 | 31,25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 297 | 3,12 | 4 | 33,33 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 352 625 | 81,75 | 4 990 | 115,79 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 25 901 | 0,33 | 337 | 7,35 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 359 355 | 3,37 | 33 385 | 22,71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 117 | 2 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 340 | 172,00 | 5 | 300,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 403 540 | 47,74 | 147 210 | 75,38 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 48 503 | 686 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 349 472 | 4 945 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 40 980 | 91,58 | 488 | 124,88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 34 210 | 8,33 | 484 | 28,72 | ||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 4 065 995 | 0,17 | 57 534 | 18,91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 132 | 6,71 | 30 | 30,43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 61 736 | 18,11 | 874 | 40,13 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 43 011 | 0,59 | 609 | 19,45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 165 | 1 002,79 | 85 | 2 733,33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 41 | 1 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31 088 | 4,97 | 437 | 23,16 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 479 538 | 0,79 | 6 785 | 19,64 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 629 251 | 5,61 | 8 904 | 25,36 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 43 272 | 20,30 | 612 | 42,99 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 146 718 | 55,00 | 2 076 | 84,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 113 691 | 32,89 | 1 609 | 57,80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 085 | 64,46 | 298 | 129,23 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 678 | 165,64 | 65 | 220,00 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 762 761 | 158,85 | 10 793 | 207,32 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 7 459 015 | 123,81 | 105 545 | 165,68 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 628 | 9 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 282 | 4 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 802 | 9,20 | 40 | 44,44 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 554 136 | 119,81 | 7 924 | 157,02 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 29 272 | 2,44 | 414 | 17,95 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 90 475 | 45,23 | 1 280 | 72,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 402 | 4,08 | 175 | 23,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 19 805 | 9,88 | 280 | 27,27 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7 109 | 0,49 | 101 | 19,05 | ||||
| 2025-08-19 | 13F/A | L1 Capital Pty Ltd | 10 382 579 | 72 912 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 7 982 | 29,28 | 113 | 53,42 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 50 801 | 719 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 60 | 1 | ||||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 208 900 | 44,84 | 2 956 | 71,90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 353 | 167 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 809 | 336,71 | 238 | 426,67 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 244 118 | 22,13 | 17 791 | 42,80 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 718 | 166 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 130 240 | 4,11 | 1 602 | 25,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 66 410 | 6,21 | 940 | 26,04 | ||||
| 2025-08-14 | 13F | Shay Capital LLC | 13 635 | 7,91 | 193 | 28,00 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global Equity Income Fund Class A | 781 363 | 5,13 | 10 095 | 26,01 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 20 506 | 111,38 | 290 | 152,17 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 14 973 | 212 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 47 779 | 5,88 | 676 | 25,88 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 55 610 | 787 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 17 934 | 254 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 814 695 | 3,90 | 39 828 | 23,33 | ||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 133 727 | 3,93 | 1 892 | 23,42 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 940 | 26 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 12 922 | 183 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 16 698 | 25,64 | 236 | 49,37 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 250 | 4 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 63 | 1 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 46 050 | 46,79 | 652 | 104,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 621 691 | 62,27 | 22 947 | 92,63 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 23 118 | 327 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 57 | 235,29 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66 573 | 4,64 | 942 | 24,27 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 757 | 11 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 065 | 2,03 | 609 | 21,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 92 458 | 38,34 | 1 243 | 56,03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 262 385 | 37,06 | 3 713 | 62,74 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 44 266 | 3,95 | 595 | 17,16 | ||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 84 327 | 12,90 | 1 193 | 34,04 | ||||
| 2025-08-13 | 13F | Bridgewater Associates, LP | 56 833 | 111,61 | 804 | 151,25 | ||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 70 029 | 49,56 | 1 001 | 75,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 82 688 | 10,32 | 1 170 | 31,02 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 11 132 | 158 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 92 | 1 | ||||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 180 159 | 100,20 | 2 549 | 137,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 51 479 | 112,28 | 728 | 151,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32 038 | 5,53 | 453 | 25,48 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 745 | 308 | ||||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 157 616 | 2 230 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 778 038 | 21,91 | 11 009 | 44,72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 21 756 | 70,89 | 308 | 103,31 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 61 886 | 4,04 | 876 | 23,41 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 172 | 2 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12 179 | 7,14 | 172 | 27,41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 033 | 3,62 | 29 | 21,74 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 550 715 | 20,97 | 21 943 | 43,60 | ||||
| 2025-08-01 | 13F | Motco | 250 | 3 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12 225 | 173 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 354 273 | 45,80 | 4 223 | 70,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 313 000 | 1 465,00 | 4 429 | 1 760,50 | |||
| 2025-08-08 | 13F | Creative Planning | 220 942 | 13,75 | 3 126 | 35,03 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 380 | 1 383,87 | 20 | 1 800,00 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 405 305 | 63,80 | 5 735 | 94,47 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 112 810 | 40,39 | 1 596 | 66,08 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28 225 | 36,00 | 399 | 61,54 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 639 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 826 584 | 24,52 | 39 996 | 47,82 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 184 390 | 558,51 | 2 609 | 683,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 142 300 | 82,44 | 2 014 | 116,68 | |||
| 2025-07-30 | 13F | Ethic Inc. | 224 838 | 4,04 | 3 159 | 21,88 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 33 233 | 64,63 | 470 | 95,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 714 638 | 23,19 | 10 112 | 46,25 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14 453 | 16,25 | 172 | 36,51 | ||||
| 2025-07-28 | NP | AVSD - Avantis Responsible International Equity ETF | 38 028 | 10,62 | 544 | 29,29 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31 056 | 18,04 | 439 | 40,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 372 | 24,74 | 401 | 47,97 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 1 829 | 18,92 | 26 | 38,89 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 1 817 720 | 45,78 | 25 721 | 73,05 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 519 442 | 2,54 | 7 210 | 19,06 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 282 868 | 4 003 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 79 402 | 179,12 | 1 124 | 231,27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 576 | 193,72 | 617 | 250,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 400 | 6 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 342 797 | 909,86 | 4 851 | 1 100,50 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 37 531 392 | 13,13 | 531 069 | 34,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 203 | 6,15 | 258 | 47,70 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 593 863 | 110,85 | 8 403 | 150,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 643 326 | 26,67 | 9 103 | 50,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124 585 | 25,00 | 1 748 | 47,14 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 835 | 12,79 | 210 | 33,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42 623 | 73,48 | 603 | 106,51 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 12 342 | 175 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 056 | 142 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 554 910 | 4,35 | 78 602 | 23,87 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 11 425 | 0,70 | 162 | 19,26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 20 226 | 8,21 | 286 | 28,83 | ||||
| 2025-07-25 | NP | CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class | 321 728 | 4 601 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 12 039 | 1,36 | 170 | 20,57 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 12 723 | 8,39 | 152 | 26,89 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 38 161 | 6,19 | 540 | 25,93 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 586 | 12,29 | 37 | 16,13 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 87 057 | 108,32 | 1 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 591 | 27,57 | 37 | 50,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 222 | 111,43 | 3 | 200,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 248 | 1 832,93 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 54 642 | 6,03 | 773 | 25,90 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 13 589 | 1,59 | 162 | 18,38 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 060 828 | 30,69 | 99 911 | 55,14 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 19 624 | 5,30 | 278 | 24,77 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 53 224 | 142,77 | 740 | 183,14 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 17 082 | 502,11 | 242 | 760,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 1 647 947 | 68,17 | 23 318 | 99,62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 512 116 | 10,71 | 7 246 | 31,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 304 281 | 20,39 | 46 756 | 42,92 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 13 277 | 188 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 23 634 | 110,15 | 334 | 149,25 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 822 | 181 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 970 769 | 318,26 | 13 736 | 396,60 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 290 | 115,05 | 174 | 154,41 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 32 841 | 21,50 | 465 | 44,10 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 98 345 | 360,40 | 1 392 | 447,64 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 439 910 | 29,61 | 6 225 | 53,87 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 223 277 | 29,37 | 3 159 | 53,57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 361 874 | 78,19 | 5 | 150,00 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 22 744 | 15,85 | 271 | 36,18 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 13 889 | 11,59 | 197 | 32,43 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 080 | 7,07 | 213 | 27,54 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 68 978 | 5,76 | 976 | 25,61 |
