4/27/2024 | K.J. Harrison & Partners Inc | 21,300 | $563K | 0.1% | +88.5% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 7,013 | $185K | 0.0% | +170.3% | 0.000% | |
4/26/2024 | Renaissance Group LLC | 300,892 | $7.95M | 0.3% | -0.7% | 0.009% | |
4/26/2024 | Augustine Asset Management Inc. | 372,921 | $9.85M | 4.1% | -0.4% | 0.011% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 26,318 | $695K | 0.1% | -39.7% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 11,325 | $299K | 0.0% | N/A | 0.000% | |
|
4/25/2024 | WCM Investment Management LLC | 64,080,774 | $1.69B | 4.0% | -1.5% | 1.825% | |
4/25/2024 | Equitable Trust Co. | 108,851 | $2.88M | 0.2% | -4.5% | 0.003% | |
4/25/2024 | Aubrey Capital Management Ltd | 708,970 | $18.65M | 6.6% | +5.9% | 0.020% | |
4/25/2024 | Aaron Wealth Advisors LLC | 14,341 | $379K | 0.1% | -5.7% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 28,566 | $754K | 0.0% | N/A | 0.001% | |
4/24/2024 | Assenagon Asset Management S.A. | 2,340,157 | $61.80M | 0.1% | -24.5% | 0.067% | |
4/24/2024 | E Fund Management Hong Kong Co. Ltd. | 2,211 | $58K | 0.0% | N/A | 0.000% | |
4/23/2024 | BSW Wealth Partners | 26,070 | $689K | 0.1% | +14.6% | 0.001% | |
4/23/2024 | Origin Asset Management LLP | 130,730 | $3.45M | 1.0% | -24.3% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 64,776 | $1.71M | 0.0% | -1.6% | 0.002% | |
4/22/2024 | Altfest L J & Co. Inc. | 22,769 | $601K | 0.1% | +5.4% | 0.001% | |
4/22/2024 | Raymond James & Associates | 169,814 | $4.49M | 0.0% | -16.4% | 0.005% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 77,224 | $2.04M | 0.6% | +1.5% | 0.002% | |
4/19/2024 | First Trust Direct Indexing L.P. | 116,992 | $3.09M | 0.2% | -2.2% | 0.003% | |
4/19/2024 | Norden Group LLC | 9,270 | $245K | 0.0% | N/A | 0.000% | |
4/19/2024 | Sivia Capital Partners LLC | 19,515 | $515K | 0.3% | +3.4% | 0.001% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 26,281 | $694K | 0.0% | -37.0% | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 52,914 | $1.40M | 0.2% | +15.2% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,138,932 | $30.08M | 0.0% | +1.7% | 0.032% | |
4/16/2024 | Seed Wealth Management Inc. | 20,716 | $538K | 0.5% | -6.7% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 20,264 | $535K | 0.0% | -5.7% | 0.001% | |
4/15/2024 | RMR Wealth Builders | 20,088 | $531K | 0.1% | +5.2% | 0.001% | |
4/15/2024 | Matthews International Capital Management LLC | 109,265 | $2.89M | 0.6% | -44.5% | 0.003% | |
4/12/2024 | Gateway Investment Advisers LLC | 9,981 | $264K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 12,270 | $324K | 0.0% | -12.1% | 0.000% | |
4/11/2024 | Salem Investment Counselors Inc. | 3,150 | $83K | 0.0% | -21.3% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 57,273 | $1.51M | 0.0% | -3.7% | 0.002% | |
4/10/2024 | Banque Cantonale Vaudoise | 13,059 | $345K | 0.0% | -3.7% | 0.000% | |
4/10/2024 | Perpetual Ltd | 1,844,818 | $48.72M | 0.5% | +30.7% | 0.053% | |
4/9/2024 | Mather Group LLC. | 6,817 | $180K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 3,894 | $103K | 0.0% | +26.6% | 0.000% | |
4/5/2024 | CWM LLC | 8,426 | $223K | 0.0% | +9.3% | 0.000% | |
4/1/2024 | Park National Corp OH | 8,555 | $226K | 0.0% | -6.2% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 10,793 | $285K | 0.0% | N/A | 0.000% | |
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3/27/2024 | Nomura Holdings Inc. | 44,024 | $1.05M | 0.0% | +120.1% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 258,849 | $6.17M | 0.0% | +4.1% | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 18,482 | $441K | 0.0% | -29.6% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 18,881 | $450K | 0.2% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 1,018,772 | $24.29M | 0.0% | +5.7% | 0.029% | |
3/5/2024 | Wellington Management Group LLP | 787,806 | $18.78M | 0.0% | -14.9% | 0.022% | |
2/29/2024 | TT International Asset Management LTD | 628,041 | $14.97M | 1.9% | +45.3% | 0.018% | |
2/26/2024 | Centaurus Financial Inc. | 30,246 | $721K | 0.1% | -25.1% | 0.001% | |
2/22/2024 | Dodge & Cox | 1,002,500 | $23.90M | 0.0% | -44.3% | 0.029% | |
2/21/2024 | American Trust | 10,783 | $257K | 0.0% | -9.4% | 0.000% | |
2/21/2024 | V Square Quantitative Management LLC | 26,586 | $634K | 0.2% | N/A | 0.001% | |
2/20/2024 | Covenant Partners LLC | 12,936 | $308K | 0.1% | -58.7% | 0.000% | |
2/17/2024 | FIL Ltd | 17,957,303 | $428.10M | 0.4% | -9.7% | 0.512% | |
2/16/2024 | FACT Capital LP | 1,066,688 | $25.43M | 10.2% | -9.8% | 0.030% | |
2/15/2024 | Parkwood LLC | 150,836 | $3.60M | 0.4% | N/A | 0.004% | |
2/15/2024 | Harding Loevner LP | 14,610,340 | $349.45M | 2.0% | -2.5% | 0.416% | |
2/15/2024 | Bridgefront Capital LLC | 26,444 | $630K | 0.5% | N/A | 0.001% | |
2/14/2024 | Continuum Advisory LLC | 83,942 | $2.00M | 0.3% | +21.8% | 0.002% | |
2/14/2024 | Garner Asset Management Corp | 4,558 | $108K | 0.0% | N/A | 0.000% | |
2/14/2024 | Putnam Investments LLC | 1,832,422 | $43.69M | 0.1% | -10.9% | 0.052% | |
2/14/2024 | Ethic Inc. | 244,368 | $5.83M | 0.2% | +17.0% | 0.007% | |
2/14/2024 | Advanced Portfolio Management LLC | 85,000 | $2.03M | 2.1% | -62.2% | 0.002% | |
2/14/2024 | Cullen Capital Management LLC | 1,321,175 | $31.50M | 0.5% | +6.2% | 0.038% | |
2/14/2024 | Sei Investments Co. | 2,096,049 | $49.97M | 0.1% | +2.3% | 0.060% | |
2/14/2024 | Personal CFO Solutions LLC | 37,280 | $889K | 0.2% | -1.9% | 0.001% | |
2/14/2024 | Sompo Asset Management Co. Ltd. | 46,030 | $1.10M | 0.2% | -3.5% | 0.001% | |
2/14/2024 | Schroder Investment Management Group | 13,105,726 | $312.44M | 0.4% | -13.9% | 0.374% | |
2/13/2024 | Oaktree Fund Advisors LLC | 304,740 | $7.27M | 6.5% | +4.1% | 0.009% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,713,024 | $88.52M | 0.0% | -3.8% | 0.106% | |
2/13/2024 | Oaktree Capital Management LP | 3,032,869 | $72.30M | 1.1% | +8.6% | 0.086% | |
2/13/2024 | Pinebridge Investments L.P. | 1,796,805 | $42.84M | 0.4% | -1.8% | 0.051% | |
2/13/2024 | Crossmark Global Holdings Inc. | 154,200 | $3.68M | 0.1% | -4.1% | 0.004% | |
2/13/2024 | Capital International Sarl | 465,229 | $11.09M | 0.4% | -19.2% | 0.013% | |
2/13/2024 | Capital International Ltd. CA | 450,339 | $10.74M | 0.6% | -28.0% | 0.013% | |
2/13/2024 | Capital International Investors | 18,671,855 | $445.26M | 0.1% | -7.5% | 0.532% | |
2/13/2024 | Blueshift Asset Management LLC | 10,965 | $261K | 0.1% | N/A | 0.000% | |
2/13/2024 | The Manufacturers Life Insurance Company | 604,774 | $14.42M | 0.0% | +300.5% | 0.017% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 117,272 | $2.80M | 0.3% | N/A | 0.003% | |
2/13/2024 | Martin Currie Ltd. | 5,388,506 | $128.46M | 4.2% | -2.7% | 0.154% | |
2/12/2024 | SPX Gestao de Recursos Ltda | 396,835 | $9.46M | 0.7% | +39.2% | 0.011% | |
2/12/2024 | Scotia Capital Inc. | 281,675 | $6.72M | 0.0% | -7.1% | 0.008% | |
2/12/2024 | Qtron Investments LLC | 175,115 | $4.18M | 0.7% | -20.4% | 0.005% | |
2/12/2024 | Letko Brosseau & Associates Inc. | 799,975 | $19.07M | 0.3% | -0.1% | 0.023% | |
2/12/2024 | Axiom Investors LLC DE | 285,400 | $6.80M | 0.1% | +52.9% | 0.008% | |
2/12/2024 | Catalytic Wealth RIA LLC | 10,843 | $258K | 0.1% | N/A | 0.000% | |
2/12/2024 | Capstone Investment Advisors LLC | 35,037 | $835K | 0.0% | +89.2% | 0.001% | |
2/12/2024 | Allianz Asset Management GmbH | 303,490 | $7.24M | 0.0% | -9.8% | 0.009% | |
2/12/2024 | Amansa Capital PTE. LTD. | 2,684,650 | $64.00M | 34.4% | N/A | 0.077% | |
2/12/2024 | Stifel Financial Corp | 481,723 | $11.48M | 0.0% | -4.5% | 0.014% | |
2/12/2024 | Connable Office Inc. | 44,461 | $1.06M | 0.1% | -5.1% | 0.001% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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2/12/2024 | Edmond DE Rothschild Holding S.A. | 649,505 | $15.48M | 0.3% | +1.3% | 0.019% | |
2/12/2024 | JARISLOWSKY FRASER Ltd | 20,810 | $496K | 0.0% | N/A | 0.001% | |
2/12/2024 | Parallel Advisors LLC | 15,729 | $375K | 0.0% | -5.4% | 0.000% | |
2/12/2024 | Artisan Partners Limited Partnership | 312,381 | $7.45M | 0.0% | -1.3% | 0.009% | |
2/12/2024 | DSM Capital Partners LLC | 488,596 | $11.65M | 0.2% | +0.2% | 0.014% | |
2/12/2024 | Hsbc Holdings PLC | 7,105,479 | $169.41M | 0.1% | +23.2% | 0.203% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 754,758 | $17.99M | 0.1% | -1.0% | 0.022% | |
2/9/2024 | Sepio Capital LP | 13,745 | $328K | 0.0% | +27.8% | 0.000% | |
2/9/2024 | Congress Wealth Management LLC DE | 84,291 | $2.01M | 0.0% | -0.6% | 0.002% | |
2/9/2024 | Orion Portfolio Solutions LLC | 153,851 | $3.67M | 0.0% | -16.3% | 0.004% | |