2/12/2024 | Evoke Wealth LLC | 40,000 | $202K | 0.0% | -23.6% | 0.394% | |
2/8/2024 | Ardent Capital Management Inc. | 127,203 | $631K | 0.3% | -40.9% | 1.253% | |
2/5/2024 | Skylands Capital LLC | 290,697 | $1.44M | 0.2% | -36.8% | 2.864% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 64,466 | $320K | 0.1% | -24.0% | 0.635% | |
1/10/2024 | North Star Investment Management Corp. | 336,771 | $1.67M | 0.1% | -1.9% | 3.318% | |
11/14/2023 | Perritt Capital Management Inc. | 30,000 | $141K | 0.1% | +33.3% | 0.296% | |
|
11/14/2023 | Synovus Financial Corp | 241,220 | $1.14M | 0.0% | +27.6% | 2.377% | |
11/6/2023 | Ardent Capital Management Inc. | 215,319 | $1.01M | 0.6% | -1.3% | 2.121% | |
11/2/2023 | Diamond Hill Capital Management Inc. | 48,000 | $226K | 0.0% | +36.6% | 0.473% | |
10/31/2023 | Cutter & CO Brokerage Inc. | 84,800 | $399K | 0.1% | +5.0% | 0.835% | |
10/27/2023 | Skylands Capital LLC | 460,169 | $2.17M | 0.3% | -8.7% | 4.532% | |
8/2/2023 | North Star Investment Management Corp. | 346,279 | $1.74M | 0.1% | -18.3% | 3.412% | |
7/27/2023 | EA Series Trust | 29,522 | $148K | 0.0% | N/A | 0.291% | |
5/9/2023 | Cutter & CO Brokerage Inc. | 80,800 | $465K | 0.1% | -8.7% | 0.798% | |
5/9/2023 | Seizert Capital Partners LLC | 65,421 | $377K | 0.0% | -19.0% | 0.646% | |
5/4/2023 | Skylands Capital LLC | 503,953 | $2.90M | 0.4% | -1.2% | 4.981% | |
5/2/2023 | LSV Asset Management | 47,286 | $273K | 0.0% | -4.3% | 0.467% | |
4/27/2023 | North Star Investment Management Corp. | 423,788 | $2.44M | 0.2% | -28.1% | 4.188% | |
3/1/2023 | Lakewood Asset Management LLC | 22,187 | $118K | 0.1% | N/A | 0.219% | |
2/9/2023 | Skylands Capital LLC | 510,024 | $2.72M | 0.4% | -11.0% | 5.065% | |
2/3/2023 | Cutter & CO Brokerage Inc. | 88,500 | $473K | 0.2% | -2.2% | 0.879% | |
2/1/2023 | Legato Capital Management LLC | 24,836 | $133K | 0.0% | N/A | 0.247% | |
11/15/2022 | First Manhattan Co. | 55,795 | $322K | 0.0% | +24.8% | 0.554% | |
11/8/2022 | Diamond Hill Capital Management Inc. | 35,149 | $203K | 0.0% | +53.7% | 0.349% | |
11/7/2022 | LSV Asset Management | 49,386 | $285K | 0.0% | -20.3% | 0.490% | |
11/2/2022 | Seizert Capital Partners LLC | 80,795 | $467K | 0.0% | +49.0% | 0.802% | |
11/1/2022 | Skylands Capital LLC | 572,975 | $3.31M | 0.5% | +2.6% | 5.690% | |
10/27/2022 | Synovus Financial Corp | 187,977 | $1.09M | 0.0% | +7.8% | 1.867% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 15,712 | $98K | 0.0% | N/A | 0.156% | |
8/8/2022 | Ardent Capital Management Inc. | 233,192 | $1.46M | 1.8% | -19.6% | 2.316% | |
7/27/2022 | Bailard Inc. | 21,469 | $134K | 0.0% | N/A | 0.213% | |
7/19/2022 | North Star Investment Management Corp. | 589,585 | $3.69M | 0.3% | -6.1% | 5.855% | |
5/11/2022 | Diamond Hill Capital Management Inc. | 22,876 | $149K | 0.0% | +24.0% | 0.227% | |
5/10/2022 | Rutabaga Capital Management LLC MA | 496,789 | $3.23M | 2.0% | -23.0% | 4.928% | |
5/5/2022 | Skylands Capital LLC | 558,484 | $3.64M | 0.4% | +3.6% | 5.541% | |
5/3/2022 | North Star Investment Management Corp. | 627,885 | $4.09M | 0.3% | -13.4% | 6.229% | |
2/10/2022 | Cutter & CO Brokerage Inc. | 91,500 | $666K | 0.2% | -2.6% | 0.908% | |
2/8/2022 | Skylands Capital LLC | 539,084 | $3.93M | 0.5% | +10.1% | 5.349% | |
2/7/2022 | North Star Investment Management Corp. | 725,153 | $5.28M | 0.4% | -7.1% | 7.195% | |
2/1/2022 | Rutabaga Capital Management LLC MA | 645,043 | $4.70M | 3.1% | -8.8% | 6.401% | |
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 |
1/20/2022 | Ardent Capital Management Inc. | 236,335 | $1.72M | 1.1% | N/A | 2.345% | |
11/15/2021 | Dimensional Fund Advisors LP | 237,494 | $1.76M | 0.0% | +1.2% | 2.367% | |
11/12/2021 | Renaissance Technologies LLC | 381,749 | $2.83M | 0.0% | -10.6% | 3.805% | |
11/10/2021 | O Shaughnessy Asset Management LLC | 19,582 | $145K | 0.0% | -18.7% | 0.195% | |
11/9/2021 | BlackRock Inc. | 29,925 | $222K | 0.0% | +194.9% | 0.298% | |
11/8/2021 | Synovus Financial Corp | 172,717 | $1.28M | 0.0% | +25.0% | 1.721% | |
11/3/2021 | Seizert Capital Partners LLC | 54,217 | $401K | 0.0% | -4.6% | 0.541% | |
11/2/2021 | Skylands Capital LLC | 489,755 | $3.62M | 0.4% | +6.3% | 4.881% | |
11/2/2021 | Redhawk Wealth Advisors Inc. | 11,760 | $87K | 0.0% | N/A | 0.117% | |
10/20/2021 | North Star Investment Management Corp. | 780,219 | $5.77M | 0.5% | -0.2% | 7.777% | |
8/13/2021 | Renaissance Technologies LLC | 427,049 | $3.17M | 0.0% | -5.7% | 4.261% | |
8/13/2021 | Northern Trust Corp | 16,374 | $122K | 0.0% | -14.2% | 0.163% | |
8/13/2021 | Huber Capital Management LLC | 27,192 | $206K | 0.1% | -31.0% | 0.271% | |
8/13/2021 | Vanguard Group Inc. | 246,239 | $1.83M | 0.0% | +10.0% | 2.457% | |
8/12/2021 | Dimensional Fund Advisors LP | 234,591 | $1.78M | 0.0% | +2.2% | 2.341% | |
8/12/2021 | Bard Associates Inc. | 181,753 | $1.38M | 0.5% | -0.8% | 1.813% | |
8/9/2021 | O Shaughnessy Asset Management LLC | 24,074 | $180K | 0.0% | +19.4% | 0.240% | |
8/9/2021 | Rutabaga Capital Management LLC MA | 738,200 | $5.49M | 2.4% | -0.3% | 7.365% | |
8/6/2021 | Burney Co. | 10,105 | $75K | 0.0% | N/A | 0.101% | |
8/5/2021 | Legato Capital Management LLC | 28,901 | $215K | 0.0% | N/A | 0.288% | |
8/5/2021 | Seizert Capital Partners LLC | 56,847 | $430K | 0.0% | +104.0% | 0.567% | |
8/4/2021 | Russell Investments Group Ltd. | 20,100 | $152K | 0.0% | N/A | 0.201% | |
8/3/2021 | Diamond Hill Capital Management Inc. | 14,756 | $112K | 0.0% | N/A | 0.147% | |
8/2/2021 | Skylands Capital LLC | 460,755 | $3.42M | 0.4% | +10.7% | 4.597% | |
5/14/2021 | Dimensional Fund Advisors LP | 229,650 | $1.78M | 0.0% | +0.8% | 2.301% | |
5/14/2021 | First Manhattan Co. | 40,995 | $316K | 0.0% | +9.3% | 0.411% | |
5/14/2021 | O Shaughnessy Asset Management LLC | 20,157 | $156K | 0.0% | -8.5% | 0.202% | |
5/13/2021 | Renaissance Technologies LLC | 453,049 | $3.50M | 0.0% | -8.0% | 4.539% | |
5/12/2021 | Geode Capital Management LLC | 20,280 | $156K | 0.0% | +7.9% | 0.203% | |
5/12/2021 | UBS Group AG | 15,000 | $116K | 0.0% | -16.1% | 0.150% | |
5/11/2021 | Acadian Asset Management LLC | 37,117 | $287K | 0.0% | +8.6% | 0.372% | |
5/11/2021 | Rutabaga Capital Management LLC MA | 740,450 | $5.72M | 2.6% | +19.0% | 7.419% | |
5/7/2021 | BlackRock Inc. | 45,402 | $351K | 0.0% | +44.7% | 0.455% | |
5/4/2021 | Skylands Capital LLC | 416,134 | $3.22M | 0.4% | +38.7% | 4.169% | |
5/4/2021 | Victory Capital Management Inc. | 10,160 | $79K | 0.0% | N/A | 0.102% | |
3/8/2021 | Dimensional Fund Advisors LP | 227,866 | $1.63M | 0.0% | +0.6% | 2.283% | |
2/25/2021 | Dimensional Fund Advisors LP | 227,866 | $1.63M | 0.0% | +0.6% | 2.283% | |
2/13/2021 | Essex Investment Management Co. LLC | 36,114 | $260K | 0.0% | -37.4% | 0.353% | |
2/12/2021 | Ariel Investments LLC | 44,048 | $317K | 0.0% | +16.6% | 0.431% | |
2/10/2021 | Renaissance Technologies LLC | 492,208 | $3.54M | 0.0% | +5.6% | 4.812% | |
2/10/2021 | Rutabaga Capital Management LLC MA | 621,968 | $4.48M | 2.7% | -18.3% | 6.081% | |
2/5/2021 | BlackRock Inc. | 31,373 | $226K | 0.0% | -5.5% | 0.307% | |
1/12/2021 | North Star Investment Management Corp. | 781,930 | $5.63M | 0.6% | -1.4% | 7.643% | |
11/13/2020 | Huber Capital Management LLC | 136,264 | $770K | 0.3% | +77.0% | 1.332% | |
11/12/2020 | O Shaughnessy Asset Management LLC | 23,832 | $135K | 0.0% | -24.9% | 0.234% | |
11/6/2020 | BlackRock Inc. | 33,206 | $187K | 0.0% | -6.4% | 0.326% | |
11/3/2020 | Seizert Capital Partners LLC | 27,864 | $157K | 0.0% | -53.1% | 0.273% | |
10/27/2020 | Skylands Capital LLC | 130,860 | $739K | 0.1% | N/A | 1.284% | |
10/23/2020 | LSV Asset Management | 71,431 | $403K | 0.0% | +17.6% | 0.701% | |
10/13/2020 | North Star Investment Management Corp. | 793,300 | $4.48M | 0.5% | -11.5% | 7.787% | |
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 |
8/13/2020 | Huber Capital Management LLC | 77,002 | $376K | 0.1% | N/A | 0.756% | |
8/10/2020 | Cutter & CO Brokerage Inc. | 93,900 | $461K | 0.2% | N/A | 0.922% | |
8/6/2020 | Seizert Capital Partners LLC | 59,399 | $290K | 0.0% | -12.7% | 0.583% | |
8/5/2020 | LSV Asset Management | 60,764 | $296K | 0.0% | +12.6% | 0.596% | |
5/14/2020 | Deutsche Bank AG | 47,207 | $226K | 0.0% | -5.1% | 0.464% | |
5/13/2020 | EAM Investors LLC | 105,823 | $506K | 0.2% | +4.2% | 1.041% | |
5/12/2020 | Rockefeller Capital Management L.P. | 26,300 | $126K | 0.0% | N/A | 0.259% | |
5/11/2020 | Acadian Asset Management LLC | 28,249 | $135K | 0.0% | +18.7% | 0.278% | |
5/5/2020 | Seizert Capital Partners LLC | 68,038 | $325K | 0.0% | +25.1% | 0.669% | |
5/1/2020 | BlackRock Inc. | 29,514 | $141K | 0.0% | -11.1% | 0.290% | |