4/26/2024 | Renaissance Group LLC | 1,205,760 | $8.36M | 0.3% | +0.4% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 17,221 | $119K | 0.0% | -50.1% | 0.000% | |
4/24/2024 | Spire Wealth Management | 41,448 | $287K | 0.0% | +11,193.7% | 0.000% | |
4/24/2024 | Solstein Capital LLC | 108,200 | $750K | 0.5% | +11.4% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 125,558 | $870K | 0.0% | -10.5% | 0.000% | |
4/22/2024 | Altfest L J & Co. Inc. | 73,065 | $506K | 0.1% | +4.9% | 0.000% | |
|
4/19/2024 | Legacy Wealth Asset Management LLC | 89,656 | $621K | 0.2% | -3.1% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 94,202 | $653K | 0.0% | -3.6% | 0.000% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 55,250 | $383K | 0.0% | -45.5% | 0.000% | |
4/18/2024 | Quattro Financial Advisors LLC | 300,000 | $2.08M | 0.6% | +4,285,614.3% | 0.000% | |
4/16/2024 | Harbour Capital Advisors LLC | 23,125 | $153K | 0.0% | N/A | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 37,402 | $259K | 0.0% | -20.1% | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 23,942 | $166K | 0.0% | N/A | 0.000% | |
4/10/2024 | Perpetual Ltd | 40,202,714 | $278.61M | 2.7% | -5.5% | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 4,375 | $30K | 0.0% | +67.0% | 0.000% | |
4/2/2024 | Symmetry Partners LLC | 113,848 | $789K | 0.1% | +45.8% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 129,211 | $898K | 0.0% | +19.5% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 15,354 | $107K | 0.1% | N/A | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 26,371,808 | $183.28M | 0.0% | -2.4% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 52,322,490 | $363.64M | 0.2% | +43.7% | 0.000% | |
3/5/2024 | Wellington Management Group LLP | 3,420,052 | $23.77M | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 52,482 | $365K | 0.0% | N/A | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 2,413,240 | $16.77M | 0.2% | -2.8% | 0.000% | |
2/22/2024 | Dodge & Cox | 15,910,905 | $110.58M | 0.1% | -12.7% | 0.000% | |
2/21/2024 | Vinland Capital Management Gestora de Recursos LTDA. | 3,238,750 | $22.80M | 4.9% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 10,229 | $72K | 0.1% | N/A | 0.000% | |
2/15/2024 | Harding Loevner LP | 8,670,128 | $60.26M | 0.3% | -10.4% | 0.088% | |
2/15/2024 | Breakout Capital Partners LP | 2,889,659 | $20.08M | 10.8% | N/A | 0.029% | |
2/14/2024 | Caxton Associates LP | 751,744 | $5.23M | 0.3% | -57.6% | 0.000% | |
2/14/2024 | Cullen Capital Management LLC | 1,128,829 | $7.85M | 0.1% | +46.5% | 0.000% | |
2/14/2024 | Sompo Asset Management Co. Ltd. | 33,810 | $235K | 0.0% | +22.5% | 0.000% | |
2/14/2024 | Schroder Investment Management Group | 88,302,063 | $613.70M | 0.8% | -8.0% | 0.000% | |
2/13/2024 | Oaktree Fund Advisors LLC | 901,675 | $6.27M | 5.6% | +4.1% | 0.000% | |
2/13/2024 | Oaktree Capital Management LP | 9,174,072 | $63.76M | 0.9% | +9.0% | 0.000% | |
2/13/2024 | Pinebridge Investments L.P. | 2,082,557 | $14.47M | 0.1% | +18.4% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 12,498 | $87K | 0.0% | -48.8% | 0.000% | |
2/13/2024 | Capital Research Global Investors | 2,722,345 | $18.94M | 0.0% | -0.5% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 22,496 | $156K | 0.0% | N/A | 0.000% | |
2/13/2024 | Carmignac Gestion | 13,330,087 | $92.64M | 1.6% | N/A | 0.000% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 97,245 | $676K | 0.1% | -48.2% | 0.000% | |
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2/12/2024 | SPX Gestao de Recursos Ltda | 4,023,097 | $27.96M | 2.2% | -24.8% | 0.000% | |
2/12/2024 | Madison Asset Management LLC | 499,419 | $3.47M | 0.0% | +12.3% | 0.000% | |
2/12/2024 | Hsbc Holdings PLC | 2,055,900 | $14.29M | 0.0% | -12.2% | 0.000% | |
2/12/2024 | Fortis Capital Advisors LLC | 22,496 | $156K | 0.1% | N/A | 0.000% | |
2/9/2024 | Eagle Global Advisors LLC | 294,000 | $2.04M | 0.1% | +3.5% | 0.000% | |
2/9/2024 | Congress Wealth Management LLC DE | 72,906 | $507K | 0.0% | N/A | 0.000% | |
2/9/2024 | US Bancorp DE | 214,070 | $1.49M | 0.0% | +106.7% | 0.000% | |
2/9/2024 | Pzena Investment Management LLC | 229,723 | $1.60M | 0.0% | -14.9% | 0.000% | |
2/9/2024 | Franklin Resources Inc. | 27,611,252 | $191.90M | 0.1% | -4.2% | 0.000% | |
2/9/2024 | Renaissance Group LLC | 1,201,487 | $8.35M | 0.3% | -2.2% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 129,211 | $898K | 0.0% | +19.5% | 0.000% | |
2/9/2024 | BI Asset Management Fondsmaeglerselskab A S | 32,738 | $228K | 0.0% | -80.2% | 0.000% | |
2/8/2024 | Anthracite Investment Company Inc. | 400,000 | $2.78M | 1.5% | N/A | 0.000% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 18,947,421 | $131.69M | 0.7% | -35.3% | 0.000% | |
2/8/2024 | Trillium Asset Management LLC | 869,501 | $6.04M | 0.2% | -1.2% | 0.000% | |
2/8/2024 | Westwood Global Investments LLC | 63,043,856 | $438.16M | 19.4% | -0.7% | 0.000% | |
2/8/2024 | Longfellow Investment Management Co. LLC | 325,768 | $2.26M | 0.6% | +36.2% | 0.000% | |
2/8/2024 | First Eagle Investment Management LLC | 1,289,723 | $8.96M | 0.0% | +8.8% | 0.000% | |
2/8/2024 | Thornburg Investment Management Inc. | 191,537 | $1.32M | 0.0% | N/A | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 44,845 | $312K | 0.0% | +22.4% | 0.000% | |
2/8/2024 | Moran Wealth Management LLC | 776,583 | $5.39M | 0.2% | N/A | 0.000% | |
2/8/2024 | Massachusetts Financial Services Co. MA | 10,687 | $74K | 0.0% | N/A | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 31,699 | $220K | 0.0% | -39.1% | 0.000% | |
2/7/2024 | Jump Financial LLC | 12,255 | $85K | 0.0% | N/A | 0.000% | |
2/7/2024 | Johnson Investment Counsel Inc. | 53,400 | $371K | 0.0% | +115.3% | 0.000% | |
2/7/2024 | BNP Paribas Financial Markets | 204,627 | $1.42M | 0.0% | -49.7% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 7,436 | $51K | 0.0% | +20,555.6% | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 35,112 | $244K | 0.0% | N/A | 0.000% | |
2/6/2024 | Todd Asset Management LLC | 4,828,111 | $33.56M | 0.7% | -2.0% | 0.000% | |
2/6/2024 | Sapient Capital LLC | 26,856 | $186K | 0.0% | N/A | 0.000% | |
2/6/2024 | M&T Bank Corp | 13,443 | $93K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 1,913,360 | $13.30M | 0.0% | +8.4% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 97,704 | $679K | 0.1% | +8.4% | 0.000% | |
2/5/2024 | Victory Capital Management Inc. | 7,015,628 | $48.76M | 0.1% | -1.0% | 0.072% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 110,500 | $767K | 0.1% | -4.7% | 0.001% | |
2/5/2024 | Russell Investments Group Ltd. | 5,286,762 | $36.74M | 0.1% | -1.1% | 0.000% | |
2/2/2024 | Seafarer Capital Partners LLC | 10,174,000 | $70.71M | 19.1% | +3.0% | 0.000% | |
2/2/2024 | Gould Asset Management LLC CA | 31,930 | $222K | 0.1% | -11.7% | 0.000% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 4,435,144 | $30.82M | 0.1% | +4.9% | 0.000% | |
2/2/2024 | Channing Global Advisors LLC | 180,884 | $1.26M | 1.0% | +23.6% | 0.000% | |
2/1/2024 | New York State Common Retirement Fund | 3,420,052 | $23.77M | 0.0% | N/A | 0.000% | |
1/31/2024 | HTLF Bank | 12,009 | $83K | 0.0% | N/A | 0.000% | |
1/31/2024 | Daiwa Securities Group Inc. | 503,347 | $3.50M | 0.0% | -9.0% | 0.000% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 8,098 | $56K | 0.0% | +54.0% | 0.000% | |
1/30/2024 | Wealth Alliance | 62,095 | $432K | 0.1% | +16.2% | 0.000% | |
1/30/2024 | Mackenzie Financial Corp | 41,341 | $287K | 0.0% | +43.2% | 0.000% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 101,339 | $704K | 0.0% | +25.2% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 35,112 | $244K | 0.0% | N/A | 0.000% | |
1/29/2024 | Sapient Capital LLC | 26,856 | $186K | 0.0% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 58,501 | $407K | 0.0% | +13.4% | 0.000% | |
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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1/26/2024 | Financial Counselors Inc. | 52,271 | $363K | 0.0% | +16.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 40,389 | $281K | 0.0% | +4.1% | 0.000% | |
1/26/2024 | Baillie Gifford & Co. | 15,034,066 | $104.49M | 0.1% | +3.0% | 0.000% | |
1/25/2024 | HBK Sorce Advisory LLC | 46,716 | $325K | 0.0% | +20.1% | 0.000% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 1,603,512 | $11.14M | 0.0% | -8.9% | 0.000% | |
1/24/2024 | ANTIPODES PARTNERS Ltd | 17,655,220 | $122.70M | 3.9% | -15.2% | 0.000% | |
1/22/2024 | Deltec Asset Management LLC | 70,500 | $490K | 0.1% | -67.4% | 0.000% | |
1/19/2024 | Fifth Third Bancorp | 140,287 | $975K | 0.0% | +4.7% | 0.000% | |
1/18/2024 | Caprock Group LLC | 26,652 | $187K | 0.0% | +25.4% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 19,454 | $135K | 0.0% | -55.8% | 0.000% | |