Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) inkluderer FIL Ltd, Westfield Capital Management Co Lp, Massar Capital Management, LP, Seldon Capital Lp, Myriad Asset Management US LP, Clear Street Markets Llc, Sumitomo Mitsui Trust Holdings, Inc., InTrack Investment Management Inc, Midwest Trust Co, Haven Private, LLC, Quadrature Capital Ltd, Glenmede Investment Management, LP, Abc Arbitrage Sa, Whalen Wealth Management Inc., AlphaCore Capital LLC, Hilltop National Bank, Jane Street Group, Llc, U.S. Capital Wealth Advisors, LLC, Ariadne Wealth Management, LP, og Jackson Thornton Asset Management, Llc .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 51 436 | 4,61 | 706 | 5,22 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 33 020 | 2,48 | 453 | 3,19 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 83 348 | 9,60 | 1 144 | 10,33 | ||||
2025-07-23 | 13F | DMG Group, LLC | 40 886 | 92,03 | 561 | 93,10 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 11 522 181 | 7,12 | 158 | 8,22 | ||||
2025-08-12 | 13F | Aigen Investment Management, Lp | 14 916 | 205 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 55 616 | 763 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 534 | 79,80 | 7 | 75,00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 72 794 | 1 | ||||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 84 230 | 1 156 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 31 584 | 433 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 382 291 | 7,25 | 5 | 25,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9 741 | 33,71 | 134 | 34,34 | ||||
2025-08-13 | 13F | Te Ahumairangi Investment Management Ltd | 34 454 | 46,90 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 11 575 | 159 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 48 080 | 95,73 | 667 | 95,03 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 2 841 | 17,79 | 39 | 18,75 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 76 496 | 6,30 | 1 050 | 7,04 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 120 | 2 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 72 421 | 7,77 | 1 006 | 7,03 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 17 398 | 54,66 | 239 | 55,56 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 173 552 | 38,35 | 2 381 | 39,32 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 23 948 | 4,62 | 329 | 5,13 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 46 665 | 6,16 | 640 | 6,84 | ||||
2025-07-23 | 13F | Optas, LLC | 38 121 | 7,96 | 523 | 8,73 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 613 | 36 | ||||||
2025-08-07 | 13F | HighPoint Advisor Group LLC | 19 003 | 6,19 | 261 | 14,54 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 438 982 | 3,17 | 6 023 | 3,85 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 165 | 205,56 | 2 | |||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 1 333 | 3,41 | 18 | 5,88 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 323 | 4 | ||||||
2025-08-25 | NP | AADR - AdvisorShares Dorsey Wright ADR ETF | 119 733 | 20,20 | 1 643 | 21,00 | ||||
2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 33 522 | 113,48 | 460 | 114,49 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 72 124 | 271,89 | 990 | 274,62 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 927 466 | 238,38 | 12 725 | 240,67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 13 000 | 178 | |||||
2025-08-08 | 13F | Abc Arbitrage Sa | 20 434 | 280 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 22 452 | 4,28 | 314 | 6,83 | ||||
2025-08-13 | 13F | Brandes Investment Partners, Lp | 907 346 | 4,84 | 12 449 | 5,53 | ||||
2025-08-28 | NP | IDVO - Amplify International Enhanced Dividend Income ETF | 805 564 | 71,63 | 11 052 | 72,77 | ||||
2025-08-05 | 13F | Huntington National Bank | 13 427 | 6,10 | 184 | 6,98 | ||||
2025-08-14 | 13F | FIL Ltd | 3 169 498 | 43 486 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 614 | 0 | ||||||
2025-08-14 | 13F | Corient IA LLC | 10 000 | 137 | ||||||
2025-08-14 | 13F | Bridgefront Capital, LLC | 14 139 | 194 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 51 080 | 0,39 | 701 | 1,01 | ||||
2025-08-07 | 13F | Allworth Financial LP | 12 778 | 17,28 | 175 | 31,58 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 73 131 | 49,74 | 1 003 | 50,83 | ||||
2025-07-30 | 13F | Whittier Trust Co | 193 270 | 11,27 | 2 652 | 12,00 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 89 034 | 0,97 | 1 228 | 5,50 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 36 886 | 516 | ||||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 20 022 | 43,51 | 275 | 44,21 | ||||
2025-08-12 | 13F | MAI Capital Management | 18 056 | 1 601,79 | 248 | 1 664,29 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 11 833 | 3,42 | 162 | 4,52 | ||||
2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 99 851 | 43,28 | 1 370 | 44,26 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 179 573 | 1 567,96 | 2 464 | 1 586,99 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 31 996 | 52,96 | 439 | 53,68 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 13 721 | 14,45 | 188 | 15,34 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 6 150 | 1,27 | 84 | 2,44 | ||||
2025-07-09 | 13F | Sivia Capital Partners, LLC | 35 190 | 68,83 | 483 | 69,72 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 57 177 | 784 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 17 550 | 241 | ||||||
2025-08-14 | 13F | Seldon Capital Lp | 330 036 | 4 528 | ||||||
2025-08-14 | 13F | Vident Advisory, LLC | 330 861 | 40,07 | 4 539 | 41,01 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 49 444 | 17,32 | 678 | 18,12 | ||||
2025-08-27 | NP | BIGFX - Baron International Growth Fund | 360 009 | 21,76 | 4 939 | 22,56 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 133 968 | 2 | ||||||
2025-08-07 | 13F | Guardian Capital Lp | 16 779 | 230 | ||||||
2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class 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 | 110 438 | 10,35 | 1 559 | 22,37 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 55 574 | 762 | ||||||
2025-08-13 | 13F | Walleye Capital LLC | 353 838 | 991,82 | 4 855 | 1 000,68 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 206 | 88,99 | 3 | 100,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 493 | 6,86 | 199 | 7,61 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 13 453 | 2,38 | 185 | 2,79 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 125 620 | 3,84 | 1 724 | 4,55 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 181 | 167 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | Put | 30 600 | 282,50 | 0 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 16 073 | 12,86 | 221 | 13,40 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 771 913 | 79,41 | 10 591 | 80,59 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 10 417 | 3,47 | 143 | 3,65 | ||||
2025-08-11 | 13F | Intrust Bank Na | 106 712 | 10,81 | 1 464 | 11,59 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 145 345 | 2,37 | 1 994 | 3,05 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11 855 | 4,38 | 163 | 5,19 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 228 | 31 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 94 273 | 0,43 | 1 293 | 1,09 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 199 252 | 2 734 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 378 662 | 1,84 | 5 195 | 2,53 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 86 193 | 40 944,29 | 1 183 | 59 000,00 | ||||
2025-08-14 | 13F | Massar Capital Management, LP | 592 500 | 8 129 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 156 | 20,00 | 2 | 100,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 41 037 | 157,14 | 563 | 159,45 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 565 | 141,93 | 145 | 206,38 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 7 986 848 | 2,09 | 109 580 | 2,77 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 34 223 | 2,47 | 478 | 12,74 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 14 800 | 2,07 | 203 | 3,05 | ||||
2025-08-12 | 13F | Rhumbline Advisers | 200 891 | 1,29 | 2 756 | 1,96 | ||||
2025-07-25 | 13F | Yousif Capital Management, Llc | 138 975 | 1,91 | 1 907 | 2,58 | ||||
2025-07-24 | 13F | Ramirez Asset Management, Inc. | 480 219 | 24,40 | 6 589 | 25,22 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 276 | 4 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 927 | 59 | ||||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 11 227 | 157 | ||||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 359 934 | 1,27 | 4 938 | 1,94 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 49 951 | 2,36 | 685 | 3,01 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 16 585 143 | 31,08 | 227 548 | 31,95 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 9 227 | 7 923,48 | 127 | 12 500,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 837 | 108 | ||||||
2025-08-13 | 13F | West Family Investments, Inc. | 65 742 | 252,52 | 902 | 254,72 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 189 693 | 4,64 | 2 603 | 5,34 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 1 365 | 19,11 | 19 | 20,00 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 327 | 4 | ||||||
2025-07-28 | 13F | Naviter Wealth, LLC | 262 612 | 4,05 | 3 669 | 4,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 401 123 | 0,01 | 5 503 | 0,68 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 6 000 | 100,00 | 82 | 105,00 | ||||
2025-08-13 | 13F | Todd Asset Management Llc | 4 099 110 | 1,51 | 56 240 | 2,18 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 46 481 | 18,72 | 638 | 16,45 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45 584 | 1,76 | 625 | 2,46 | ||||
2025-08-12 | 13F | Clear Street Markets Llc | 186 392 | 2 557 | ||||||
2025-08-14 | 13F | Point72 Asset Management, L.P. | 180 600 | 2 478 | ||||||
2025-07-14 | 13F | GAMMA Investing LLC | 48 346 | 8,38 | 663 | 9,23 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 388 | 33 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 52 347 | 1,24 | 718 | 1,99 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 11 778 | 162 | ||||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 115 831 | 33,12 | 1 589 | 34,09 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 21 011 | 288 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 131 | 2 083,33 | 2 | |||||
2025-08-14 | 13F | Principal Street Partners, LLC | 22 386 | 100,00 | 307 | 101,97 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 824 | 1,35 | 11 | 0,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 51 117 | 22,79 | 772 | 45,75 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 23 706 | 325 | ||||||
2025-08-13 | 13F | Thornburg Investment Management Inc | 1 081 116 | 2,44 | 14 833 | −89,69 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 232 | 3 | ||||||
2025-08-14 | 13F | Millennium Management Llc | 456 370 | 4 427,48 | 6 261 | 4 470,07 | ||||
2025-08-11 | 13F | Artemis Investment Management LLP | 4 457 954 | 74,27 | 61 163 | 75,42 | ||||
2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 98 174 | 1 347 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 143 | 2 | ||||||
2025-08-12 | 13F | Seeds Investor Llc | 27 903 | 2,11 | 383 | 2,69 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 11 500 | 158 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26 199 | 111,59 | 359 | 113,69 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 56 | 1 | ||||||
2025-07-25 | 13F | LRI Investments, LLC | 9 677 | 14,40 | 133 | 14,78 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 607 | 8 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 52 863 | 9,83 | 725 | 10,52 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 606 | 104,71 | 283 | 105,84 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 52 330 | 57,40 | 718 | 58,28 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 1 107 229 | 482,03 | 15 191 | 486,07 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 60 216 | 9,08 | 826 | 9,84 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 85 612 | 1,10 | 1 175 | 1,73 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 946 | 109,29 | 306 | 115,49 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 260 343 | 7,73 | 3 572 | 11,38 | ||||
2025-07-31 | 13F | Anthracite Investment Company, Inc. | 109 942 | 83,41 | 1 508 | 84,58 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 146 215 | 16,38 | 2 208 | 38,28 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 31 495 | 3,22 | 429 | 20,17 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 10 656 | 146 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 3 723 | 162,55 | 51 | 168,42 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 204 | 167 | ||||||
2025-08-11 | 13F | WPG Advisers, LLC | 82 | 1 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 84 590 | 1,70 | 1 161 | 2,38 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 40 950 | 55,37 | 562 | 56,27 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 149 761 | 2,47 | 2 055 | 19,98 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 1 135 | 16 | ||||||
2025-08-14 | 13F | Syon Capital Llc | 11 057 | 152 | ||||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 30 615 | 420 | ||||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 21 727 | 1,88 | 298 | 2,76 | ||||
2025-07-10 | 13F | Trust Point Inc. | 24 939 | 11,61 | 342 | 12,50 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 19 757 | 75,49 | 271 | 77,12 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 18 700 | 260 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 067 | 49,43 | 83 | 76,60 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 52 979 | 236,05 | 727 | 247,37 | ||||
2025-07-16 | 13F | Augustine Asset Management Inc | 354 840 | 0,84 | 4 868 | 1,50 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 1 323 481 | 21,75 | 18 158 | 22,56 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 268 834 | 32,94 | 3 688 | 55,61 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 923 | 81,69 | 13 | 100,00 | ||||
2025-08-14 | 13F | Xponance, Inc. | 13 268 | 0,84 | 182 | 1,68 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 10 481 | 0 | ||||||
2025-07-28 | 13F | Td Asset Management Inc | 620 899 | 152,25 | 8 519 | 153,97 | ||||
2025-08-12 | 13F | American Century Companies Inc | 2 158 689 | 11,19 | 29 617 | 11,92 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 31 099 | 32,75 | 427 | 33,54 | ||||
2025-08-04 | 13F | AdvisorShares Investments LLC | 119 733 | 20,20 | 1 643 | 24,02 | ||||
2025-08-12 | 13F | Entropy Technologies, LP | 10 000 | 137 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 190 | 3 | ||||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 50 462 | 2,68 | 692 | 3,44 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 10 | 0 | ||||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 159 | 2 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 652 865 | 8 957 | ||||||
2025-08-14 | 13F | Group One Trading, L.p. | Put | 51 500 | 1 044,44 | 707 | 1 057,38 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 44 000 | 1 366,67 | 604 | 1 407,50 | |||
2025-08-14 | 13F | Group One Trading, L.p. | Call | 6 100 | 916,67 | 84 | 937,50 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 30 600 | 420 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 49 200 | 269,92 | 675 | 272,93 | |||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 90 035 | 19,74 | 1 235 | 20,49 | ||||
2025-08-07 | 13F | Capital Wealth Planning, LLC | 810 026 | 72,58 | 11 114 | 73,72 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 17 526 | 15,44 | 240 | 16,50 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 146 | 5,82 | 43 | 7,50 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 14 498 | 2,53 | 199 | 3,13 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 1 367 | 39,78 | 19 | 46,15 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22 858 | 1 272,03 | 2 | −95,45 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 200 883 | 1,07 | 2 758 | 9,79 | ||||
2025-08-04 | 13F | Haven Private, LLC | 28 899 | 396 | ||||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 11 198 | 152 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 52 177 | 31,78 | 716 | 32,65 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 277 233 | 1,84 | 3 804 | 2,51 | ||||
2025-08-12 | 13F | LPL Financial LLC | 539 591 | 17,76 | 7 403 | 18,54 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 27 | 0 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 82 821 | 23,86 | 1 136 | 24,70 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 165 910 | 21,41 | 2 261 | 41,22 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 14 320 | 34,43 | 196 | 58,06 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 34 643 | 0,82 | 475 | 1,50 | ||||
2025-08-01 | 13F | Motco | 210 | 3 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 24 031 | 18,13 | 330 | 18,77 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 200 | 9,09 | 16 | 14,29 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 108 554 | 52,06 | 1 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 590 | 2 464,25 | 63 | 3 000,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 793 257 | 5,09 | 10 883 | 5,78 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 49 053 | 204,62 | 673 | 207,31 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 274 646 | 269,99 | 3 768 | 272,70 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 738 | 147 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 661 | 18,18 | 78 | 18,46 | ||||
2025-08-08 | NP | QGBLX - Quantified Global Fund Investor Class | 82 121 | 173,96 | 1 127 | 175,98 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 10 720 | 5,91 | 146 | 23,73 | ||||
2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 106 566 | 1,55 | 1 344 | 10,17 | ||||
2025-08-08 | 13F | Wealth Alliance | 63 336 | 0,28 | 869 | 0,93 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 870 737 | 3,32 | 39 386 | 4,00 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 810 | 9,96 | 203 | 10,93 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 10 848 | 2,27 | 149 | 2,78 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 30 523 | 23,64 | 425 | 26,49 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 11 948 | 164 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 142 201 | 32,64 | 1 951 | 33,47 | ||||
2025-08-05 | 13F | Accuvest Global Advisors | 13 868 | 30,09 | 190 | 31,03 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 115 784 | 3,77 | 1 589 | 4,47 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 416 047 | 6,34 | 5 708 | 7,05 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 056 542 | 89,52 | 14 496 | 90,77 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 11 485 | 173 | ||||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 184 019 | 6,74 | 2 525 | 7,45 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 89 513 174 | 17,41 | 1 228 121 | 18,19 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 13 821 | 2,83 | 190 | 3,28 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 220 361 | 1,50 | 3 082 | 4,12 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 968 192 | 5,26 | 13 274 | 5,90 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 777 846 | 0,30 | 10 672 | 0,96 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 848 779 | 0,60 | 66 525 | 1,26 | ||||
2025-08-14 | 13F | Sei Investments Co | 3 959 386 | 0,48 | 54 323 | 1,15 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 10 629 | 146 | ||||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 345 664 | 1,53 | 4 743 | 2,20 | ||||
2025-06-25 | NP | FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | Short | −130 307 | 44,34 | −1 647 | 72,46 | |||
2025-08-15 | 13F | Binnacle Investments Inc | 655 | 221,08 | 9 | 300,00 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 568 989 | 7 807 | ||||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 1 097 690 | 2,72 | 15 060 | 3,41 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 18 687 | 3,13 | 256 | 4,07 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 13 140 | 7,20 | 180 | 7,78 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 213 | 3,32 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 37 657 | 42,63 | 517 | 43,73 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 176 331 | 13,98 | 16 139 | 14,74 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 373 500 | 0,03 | 5 124 | 0,69 | |||
2025-08-14 | 13F | Verition Fund Management LLC | 12 243 | 168 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 124 | 2 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 17 461 | 8,83 | 238 | 26,06 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 800 | 488,24 | 11 | 900,00 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 6 451 | 0 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 41 044 | 18,86 | 563 | 19,79 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 15 543 | 4,73 | 213 | 5,45 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 14 708 | 3,89 | 202 | 4,69 | ||||
2025-07-25 | 13F | JustInvest LLC | 483 620 | 6,31 | 6 635 | 7,02 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 53 485 | 2,88 | 734 | 3,53 | ||||
2025-08-14 | 13F | Bamco Inc /ny/ | 360 009 | 21,76 | 4 939 | 22,56 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 702 | 52,09 | 504 | 53,35 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 664 | 200,45 | 9 | 200,00 | ||||
2025-07-10 | 13F | Myriad Asset Management US LP | 260 611 | 3 576 | ||||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 19 559 | 18,40 | 267 | 37,82 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 1 447 | 30,13 | 20 | 26,67 | ||||
2025-07-30 | 13F | Rnc Capital Management Llc | 49 220 | 13,54 | 675 | 14,41 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 100 122 | 9,87 | 1 374 | 10,55 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 921 114 | 5,25 | 12 628 | 5,95 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 163 013 | 24,77 | 2 | 100,00 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 35 639 | 42,16 | 489 | 43,11 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 347 463 | 3,61 | 5 | 0,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 655 | 22,01 | 256 | 22,60 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 33 231 | 456 | ||||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 138 563 | 1 901 | ||||||
2025-07-31 | 13F | MQS Management LLC | 12 247 | 6,47 | 168 | 7,69 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 745 | 6,29 | 65 | 8,33 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 69 804 | 1,10 | 958 | 1,70 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 425 497 | 9,19 | 5 800 | 26,98 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 780 684 | 15,53 | 10 711 | 16,29 | ||||
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 | 1 918 839 | 10,37 | 27 094 | 22,42 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 18 909 | 259 | ||||||
2025-08-12 | 13F | Westfield Capital Management Co Lp | 609 995 | 8 369 | ||||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 925 | 13 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 7 664 324 | 28,16 | 105 155 | 29,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 640 998 | 91,39 | 8 794 | 92,68 | ||||
2025-06-25 | NP | GENW - Genter Capital International Dividend ETF | 2 275 | 19,99 | 29 | 21,74 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 47 | 2 250,00 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 75 849 | 46,59 | 1 041 | 43,65 | ||||
2025-07-21 | 13F | Hilltop National Bank | 15 217 | 209 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 88 112 | 23,14 | 1 209 | 23,90 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 96 217 | 4,42 | 1 320 | 5,18 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 31 467 | 432 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 352 | 21,05 | 32 | −3,03 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 171 | 2 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 088 043 | 5,40 | 14 928 | 6,09 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 88 492 | 26,70 | 1 206 | 47,43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15 623 | 13,28 | 0 | |||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 65 732 | 0,85 | 906 | 14,97 |