4/29/2024 | Commonwealth Equity Services LLC | 101,766 | $9.41M | 0.0% | +55.2% | 0.027% | |
4/29/2024 | Principal Financial Group Inc. | 6,800,236 | $628.61M | 0.4% | +11.4% | 1.813% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 11,370 | $1.05M | 0.0% | +29.7% | 0.003% | |
4/29/2024 | Meritage Portfolio Management | 91,457 | $8.45M | 0.5% | +17.5% | 0.024% | |
4/29/2024 | Mn Services Vermogensbeheer B.V. | 150,900 | $13.95M | 0.1% | -14.1% | 0.040% | |
4/29/2024 | Marks Group Wealth Management Inc | 2,945 | $272K | 0.0% | +9.0% | 0.001% | |
|
4/29/2024 | Zweig DiMenna Associates LLC | 311,813 | $28.82M | 2.5% | -3.8% | 0.083% | |
4/27/2024 | Riverwater Partners LLC | 3,822 | $353K | 0.3% | -3.5% | 0.001% | |
4/26/2024 | Securian Asset Management Inc. | 21,851 | $2.02M | 0.1% | -7.2% | 0.006% | |
4/26/2024 | Renaissance Group LLC | 465,699 | $43.05M | 1.6% | -1.2% | 0.124% | |
4/26/2024 | Yousif Capital Management LLC | 61,627 | $5.70M | 0.1% | -4.5% | 0.016% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 6,740 | $623K | 0.1% | -8.0% | 0.002% | |
4/26/2024 | Sumitomo Life Insurance Co. | 23,816 | $2.20M | 0.1% | -3.9% | 0.006% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 3,288 | $304K | 0.0% | N/A | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 9,842 | $910K | 0.4% | +31.9% | 0.003% | |
4/26/2024 | Checchi Capital Advisers LLC | 4,143 | $383K | 0.0% | -19.6% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 398,407 | $36.83M | 0.1% | -2.3% | 0.106% | |
4/25/2024 | WCM Investment Management LLC | 14,117,989 | $1.31B | 3.1% | -2.5% | 3.763% | |
4/25/2024 | Mendota Financial Group LLC | 1,279 | $118K | 0.1% | -44.0% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 2,362,252 | $218.37M | 0.0% | -5.9% | 0.630% | |
4/25/2024 | Equitable Trust Co. | 36,960 | $3.42M | 0.2% | +0.5% | 0.010% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 163,661 | $15.13M | 0.1% | -4.6% | 0.044% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 116,050 | $10.73M | 0.1% | -5.2% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,115 | $5.19M | 0.0% | +13.2% | 0.015% | |
4/24/2024 | Leavell Investment Management Inc. | 4,200 | $388K | 0.0% | +5.0% | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 4,824 | $446K | 0.0% | +1,799.2% | 0.001% | |
4/24/2024 | V Square Quantitative Management LLC | 8,284 | $766K | 0.1% | +22.7% | 0.002% | |
4/24/2024 | Diamant Asset Management Inc. | 3,675 | $340K | 0.2% | +8.1% | 0.001% | |
4/24/2024 | Conscious Wealth Investments LLC | 34,327 | $3.12M | 2.3% | +1.5% | 0.009% | |
4/24/2024 | Simplicity Wealth LLC | 11,618 | $1.07M | 0.0% | N/A | 0.003% | |
4/24/2024 | Assenagon Asset Management S.A. | 33,283 | $3.08M | 0.0% | +0.4% | 0.009% | |
4/23/2024 | Carderock Capital Management Inc. | 93,965 | $8.69M | 2.4% | +2.5% | 0.025% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 231,389 | $21.39M | 1.1% | -0.7% | 0.062% | |
4/23/2024 | Louisiana State Employees Retirement System | 21,600 | $2.00M | 0.0% | -4.4% | 0.006% | |
4/23/2024 | Amalgamated Bank | 77,446 | $7.16M | 0.1% | -25.7% | 0.021% | |
4/23/2024 | New Mexico Educational Retirement Board | 18,800 | $1.74M | 0.1% | -3.1% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 4,001 | $370K | 0.0% | +50.4% | 0.001% | |
4/23/2024 | Summit Trail Advisors LLC | 8,808 | $814K | 0.0% | +9.8% | 0.002% | |
4/23/2024 | Petra Financial Advisors Inc. | 10,574 | $977K | 0.7% | +1.2% | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 117,446 | $10.86M | 0.0% | +4.2% | 0.031% | |
Charles Payne’s Gift to Stock Investors (Ad) Right now, millions of good honest folks are feeling the squeeze.
Last year's terrible market did a number on their accounts.
Stock values plunged.
Retirement accounts lost too. Watch Insider's Advantage Event Tuesday at 4:00 PM ET |
4/22/2024 | Nilsine Partners LLC | 24,064 | $2.22M | 0.3% | +71.2% | 0.006% | |
4/22/2024 | PFG Investments LLC | 20,956 | $1.94M | 0.1% | N/A | 0.006% | |
4/22/2024 | Altfest L J & Co. Inc. | 2,574 | $238K | 0.0% | N/A | 0.001% | |
4/22/2024 | Raymond James & Associates | 187,023 | $17.29M | 0.0% | +3.2% | 0.050% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 24,724 | $2.29M | 0.5% | +5.7% | 0.007% | |
4/22/2024 | IFM Investors Pty Ltd | 80,769 | $7.47M | 0.1% | +1.0% | 0.022% | |
4/19/2024 | RBA Wealth Management LLC | 67,489 | $6.24M | 2.5% | -5.4% | 0.018% | |
4/19/2024 | First Trust Direct Indexing L.P. | 14,805 | $1.37M | 0.1% | +8.7% | 0.004% | |
4/19/2024 | Arcus Capital Partners LLC | 3,296 | $305K | 0.1% | N/A | 0.001% | |
4/19/2024 | Norden Group LLC | 4,662 | $431K | 0.0% | N/A | 0.001% | |
4/19/2024 | Trust Co. of Oklahoma | 3,444 | $318K | 0.1% | N/A | 0.001% | |
4/19/2024 | Lifestyle Asset Management Inc. | 12,737 | $1.18M | 0.7% | -11.6% | 0.003% | |
4/19/2024 | State of Alaska Department of Revenue | 63,446 | $5.86M | 0.1% | -11.1% | 0.017% | |
4/19/2024 | Denali Advisors LLC | 2,315 | $214K | 0.1% | N/A | 0.001% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,015,428 | $93.87M | 0.1% | +0.4% | 0.271% | |
4/18/2024 | State of Michigan Retirement System | 101,700 | $9.40M | 0.1% | -0.5% | 0.027% | |
4/18/2024 | Synergy Asset Management LLC | 146,991 | $13.59M | 2.3% | N/A | 0.039% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 5,907,122 | $546.05M | 0.9% | +1.7% | 1.575% | |
4/17/2024 | Deltec Asset Management LLC | 6,420 | $593K | 0.1% | N/A | 0.002% | |
4/17/2024 | Brown Miller Wealth Management LLC | 11,272 | $1.04M | 0.5% | +3.0% | 0.003% | |
4/16/2024 | Indiana Trust & Investment Management CO | 624 | $58K | 0.0% | N/A | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 25,982 | $2.40M | 0.0% | +32.0% | 0.007% | |
4/15/2024 | Signet Financial Management LLC | 16,886 | $1.56M | 0.2% | +42.4% | 0.005% | |
4/15/2024 | Sunbelt Securities Inc. | 6,679 | $617K | 0.1% | +1.8% | 0.002% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,439 | $688K | 0.1% | -1.7% | 0.002% | |
4/15/2024 | Chemistry Wealth Management LLC | 4,429 | $409K | 0.1% | N/A | 0.001% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 4,310 | $398K | 0.1% | N/A | 0.001% | |
4/12/2024 | Riverview Trust Co | 1,865 | $172K | 0.1% | N/A | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 10,166 | $940K | 0.0% | +10.4% | 0.003% | |
4/12/2024 | AdvisorNet Financial Inc | 15,034 | $1.39M | 0.1% | -6.5% | 0.004% | |
4/12/2024 | Steph & Co. | 4,361 | $403K | 0.1% | -2.8% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 2,219 | $205K | 0.0% | N/A | 0.001% | |
4/11/2024 | Benson Investment Management Company Inc. | 48,140 | $4.45M | 1.9% | +2.2% | 0.013% | |
4/11/2024 | International Assets Investment Management LLC | 5,028 | $464K | 0.0% | -6.1% | 0.001% | |
4/11/2024 | Aurora Investment Managers LLC. | 23,180 | $2.14M | 1.5% | -21.3% | 0.006% | |
4/10/2024 | Gunderson Capital Management Inc. | 33,572 | $3.10M | 1.4% | +5.5% | 0.009% | |
4/10/2024 | Park Avenue Securities LLC | 25,707 | $2.38M | 0.0% | +5.5% | 0.007% | |
4/10/2024 | Wedmont Private Capital | 4,194 | $383K | 0.0% | +6.1% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 12,873 | $1.19M | 0.0% | +38.4% | 0.003% | |
4/10/2024 | Perpetual Ltd | 483,680 | $44.25M | 0.4% | -18.8% | 0.129% | |
4/9/2024 | Alaska Permanent Fund Corp | 54,578 | $5.05M | 0.1% | +42.2% | 0.015% | |
4/5/2024 | First Hawaiian Bank | 10,192 | $942K | 0.0% | -1.4% | 0.003% | |
4/5/2024 | GAMMA Investing LLC | 4,827 | $446K | 0.1% | +21.5% | 0.001% | |
4/5/2024 | Los Angeles Capital Management LLC | 1,521,759 | $140.67M | 0.5% | +22.2% | 0.406% | |
4/5/2024 | NBC Securities Inc. | 6,821 | $631K | 0.1% | -14.1% | 0.002% | |
4/5/2024 | Insight Wealth Strategies LLC | 25,062 | $2.32M | 0.3% | -5.3% | 0.007% | |
4/2/2024 | Symmetry Partners LLC | 13,877 | $1.28M | 0.1% | N/A | 0.004% | |
4/2/2024 | M&R Capital Management Inc. | 23,202 | $2.15M | 0.5% | +15.1% | 0.006% | |
3/27/2024 | Nomura Holdings Inc. | 7,514 | $558K | 0.0% | N/A | 0.002% | |
3/26/2024 | HighPoint Advisor Group LLC | 2,457 | $182K | 0.0% | N/A | 0.001% | |
Charles Payne’s Gift to Stock Investors (Ad) Right now, millions of good honest folks are feeling the squeeze.
Last year's terrible market did a number on their accounts.
Stock values plunged.
Retirement accounts lost too. Watch Insider's Advantage Event Tuesday at 4:00 PM ET |
3/26/2024 | Fairman Group LLC | 3,303 | $245K | 0.2% | N/A | 0.001% | |
3/25/2024 | Quadrature Capital Ltd | 9,346 | $694K | 0.0% | N/A | 0.002% | |
3/22/2024 | PNC Financial Services Group Inc. | 61,880 | $4.60M | 0.0% | -2.5% | 0.017% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,986 | $519K | 0.0% | -12.9% | 0.002% | |
3/11/2024 | Vanguard Group Inc. | 40,754,882 | $3.03B | 0.1% | +0.2% | 10.893% | |
3/5/2024 | Wellington Management Group LLP | 5,157,468 | $383.05M | 0.1% | -42.4% | 1.378% | |
3/4/2024 | Richardson Financial Services Inc. | 438 | $33K | 0.0% | N/A | 0.000% | |
3/1/2024 | Royal London Asset Management Ltd. | 172,921 | $12.84M | 0.0% | +0.1% | 0.046% | |
3/1/2024 | Goldman Sachs Group Inc. | 2,669,966 | $198.30M | 0.0% | -4.9% | 0.714% | |
2/28/2024 | American International Group Inc. | 102,631 | $7.62M | 0.0% | +0.9% | 0.027% | |