5/14/2024 | Advisors Asset Management Inc. | 513,532 | $5.65M | 0.1% | +10.3% | 0.535% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,541 | $248K | 0.0% | -11.2% | 0.023% | |
5/14/2024 | Robinson Capital Management LLC | 605,035 | $6.49M | 2.3% | +12.8% | 0.630% | |
5/14/2024 | Karpus Management Inc. | 3,720,874 | $40.97M | 1.2% | -1.4% | 3.874% | |
5/2/2024 | Choreo LLC | 38,873 | $428K | 0.0% | N/A | 0.040% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 354,751 | $3.91M | 0.2% | -17.3% | 0.369% | |
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4/16/2024 | Cypress Wealth Services LLC | 23,500 | $259K | 0.1% | N/A | 0.024% | |
4/11/2024 | Sanders Morris Harris LLC | 10,000 | $110K | 0.0% | N/A | 0.010% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,663 | $152K | 0.0% | -27.4% | 0.014% | |
2/29/2024 | Tortoise Investment Management LLC | 35,611 | $396K | 0.1% | +12.9% | 0.037% | |
2/26/2024 | Centaurus Financial Inc. | 9,457 | $105K | 0.0% | N/A | 0.010% | |
2/22/2024 | Napa Wealth Management | 42,313 | $471K | 0.3% | N/A | 0.044% | |
2/14/2024 | LM Advisors LLC | 40,604 | $452K | 0.1% | N/A | 0.042% | |
2/14/2024 | Vivaldi Capital Management LP | 27,668 | $307K | 0.1% | -4.5% | 0.029% | |
2/13/2024 | Karpus Management Inc. | 3,773,789 | $42.00M | 1.3% | +6.6% | 3.929% | |
2/12/2024 | Weiss Asset Management LP | 14,993 | $167K | 0.0% | N/A | 0.016% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 23,154 | $258K | 0.0% | -9.6% | 0.024% | |
2/9/2024 | Wells Fargo & Company MN | 667,335 | $7.43M | 0.0% | +20.7% | 0.695% | |
2/8/2024 | Robinson Capital Management LLC | 536,459 | $5.99M | 2.1% | +87.7% | 0.559% | |
2/8/2024 | Tortoise Investment Management LLC | 35,611 | $395K | 0.1% | +12.9% | 0.037% | |
2/8/2024 | Beacon Pointe Advisors LLC | 41,604 | $463K | 0.0% | N/A | 0.043% | |
2/7/2024 | Strategic Advocates LLC | 22,621 | $252K | 0.1% | -11.8% | 0.024% | |
2/6/2024 | Spire Wealth Management | 4,684 | $51K | 0.0% | N/A | 0.005% | |
2/6/2024 | RB Capital Management LLC | 29,215 | $325K | 0.1% | -15.7% | 0.030% | |
2/2/2024 | Mackay Shields LLC | 40,376 | $449K | 0.0% | N/A | 0.042% | |
2/2/2024 | Atria Wealth Solutions Inc. | 123,336 | $1.37M | 0.0% | +20.1% | 0.128% | |
1/31/2024 | Western Wealth Management LLC | 92,637 | $1.03M | 0.1% | -10.4% | 0.096% | |
1/24/2024 | Stratos Wealth Partners LTD. | 58,696 | $653K | 0.0% | -11.2% | 0.061% | |
1/24/2024 | Tempus Wealth Planning LLC | 23,657 | $263K | 0.1% | +47.3% | 0.025% | |
1/18/2024 | Ritholtz Wealth Management | 21,525 | $240K | 0.0% | -6.5% | 0.022% | |
1/16/2024 | Raymond James & Associates | 19,202 | $214K | 0.0% | -5.5% | 0.020% | |
1/11/2024 | Diligent Investors LLC | 192,271 | $2.14M | 0.6% | -13.6% | 0.200% | |
1/8/2024 | Channel Wealth LLC | 58,038 | $646K | 0.3% | -19.7% | 0.060% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 18,822 | $181K | 0.0% | -26.2% | 0.020% | |
11/24/2023 | EP Wealth Advisors LLC | 12,859 | $123K | 0.0% | +28.6% | 0.013% | |
11/21/2023 | Almitas Capital LLC | 59,661 | $570K | 0.3% | N/A | 0.062% | |
11/15/2023 | Advisors Asset Management Inc. | 438,977 | $4.20M | 0.1% | +3.9% | 0.457% | |
11/14/2023 | AQR Arbitrage LLC | 508,322 | $4.86M | 0.2% | +102.2% | 0.529% | |
11/14/2023 | Saba Capital Management L.P. | 3,874,186 | $37.04M | 0.9% | +93.2% | 4.034% | |
11/13/2023 | Hollencrest Capital Management | 1,368,009 | $13.08M | 1.5% | -0.2% | 1.424% | |
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11/9/2023 | Karpus Management Inc. | 3,541,791 | $33.86M | 1.1% | +17.6% | 3.688% | |
11/9/2023 | UBS Group AG | 474,924 | $4.54M | 0.0% | -16.4% | 0.495% | |
11/8/2023 | Fort Point Capital Partners LLC | 35,902 | $343K | 0.1% | +110.2% | 0.037% | |
11/8/2023 | Atria Wealth Solutions Inc. | 102,665 | $985K | 0.0% | -4.3% | 0.107% | |
11/8/2023 | Landscape Capital Management L.L.C. | 43,855 | $419K | 0.1% | -29.4% | 0.046% | |
11/6/2023 | Diligent Investors LLC | 222,510 | $2.13M | 0.6% | -1.9% | 0.232% | |
11/2/2023 | JFS Wealth Advisors LLC | 40,000 | $382K | 0.0% | -20.0% | 0.042% | |
10/31/2023 | Allworth Financial LP | 5,483 | $52K | 0.0% | -53.7% | 0.006% | |
10/30/2023 | Perigon Wealth Management LLC | 20,723 | $198K | 0.0% | -47.8% | 0.022% | |
10/30/2023 | Beach Point Capital Management LP | 395,036 | $3.78M | 2.2% | +23.9% | 0.411% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 428,791 | $4.10M | 0.2% | -18.4% | 0.446% | |
10/24/2023 | Channel Wealth LLC | 72,300 | $691K | 0.4% | -17.2% | 0.075% | |
10/24/2023 | Raymond James & Associates | 20,313 | $194K | 0.0% | -38.1% | 0.021% | |
10/24/2023 | Dakota Wealth Management | 166,402 | $1.59M | 0.1% | +0.7% | 0.173% | |
10/23/2023 | Litman Gregory Wealth Management LLC | 17,600 | $168K | 0.0% | N/A | 0.018% | |
10/23/2023 | Commonwealth Equity Services LLC | 61,504 | $588K | 0.0% | -7.9% | 0.064% | |
10/13/2023 | Ritholtz Wealth Management | 23,029 | $220K | 0.0% | N/A | 0.024% | |
8/23/2023 | CTC Alternative Strategies Ltd. | 10,723 | $116K | 0.1% | N/A | 0.011% | |
8/15/2023 | Rivernorth Capital Management LLC | 2,685,487 | $29.14M | 1.5% | +24.0% | 2.796% | |
8/14/2023 | Fort Point Capital Partners LLC | 17,082 | $185K | 0.0% | N/A | 0.018% | |
8/11/2023 | Karpus Management Inc. | 3,012,502 | $32.69M | 1.0% | +24.6% | 3.137% | |
8/11/2023 | Landscape Capital Management L.L.C. | 62,091 | $674K | 0.1% | +13.2% | 0.065% | |
8/11/2023 | Guggenheim Capital LLC | 512,020 | $5.56M | 0.0% | -6.1% | 0.533% | |
8/11/2023 | Penserra Capital Management LLC | 235,043 | $2.55M | 0.1% | +6.6% | 0.245% | |
8/10/2023 | Beach Point Capital Management LP | 318,949 | $3.46M | 1.4% | N/A | 0.332% | |
8/10/2023 | Cetera Investment Advisers | 91,910 | $997K | 0.0% | +1.3% | 0.096% | |
8/9/2023 | Coastal Investment Advisors Inc. | 13,652 | $148K | 0.0% | -18.0% | 0.014% | |
8/8/2023 | RB Capital Management LLC | 34,931 | $379K | 0.1% | -23.1% | 0.036% | |
8/7/2023 | JFS Wealth Advisors LLC | 50,000 | $543K | 0.0% | -50.0% | 0.052% | |
8/7/2023 | Wolverine Asset Management LLC | 59,739 | $648K | 0.0% | +40.3% | 0.062% | |
8/7/2023 | Tortoise Investment Management LLC | 18,349 | $199K | 0.0% | +162.1% | 0.019% | |
8/3/2023 | Atria Wealth Solutions Inc. | 107,265 | $1.17M | 0.0% | -27.8% | 0.112% | |
8/2/2023 | Perigon Wealth Management LLC | 39,710 | $431K | 0.0% | -11.8% | 0.041% | |
7/31/2023 | LPL Financial LLC | 194,767 | $2.11M | 0.0% | +12.2% | 0.203% | |
7/31/2023 | Dakota Wealth Management | 165,252 | $1.79M | 0.1% | +17.5% | 0.172% | |
7/31/2023 | Intellectus Partners LLC | 116,034 | $1.26M | 0.4% | +8.9% | 0.121% | |
7/26/2023 | Channel Wealth LLC | 87,326 | $947K | 0.5% | -12.9% | 0.091% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,737 | $149K | 0.0% | +33.3% | 0.014% | |
7/18/2023 | Melfa Wealth Management LLC | 78,663 | $853K | 0.9% | -2.4% | 0.082% | |
7/18/2023 | Stratos Wealth Partners LTD. | 66,078 | $717K | 0.0% | -19.8% | 0.069% | |
7/11/2023 | Capital Investment Advisors LLC | 19,283 | $209K | 0.0% | -7.5% | 0.020% | |
6/5/2023 | EP Wealth Advisors LLC | 241,098 | $25.98M | 0.4% | N/A | 0.251% | |
6/1/2023 | Golden State Equity Partners | 12,127 | $134K | 0.1% | N/A | 0.013% | |
5/12/2023 | Advisors Asset Management Inc. | 526,253 | $5.82M | 0.1% | +6.5% | 1.284% | |
5/12/2023 | Perennial Investment Advisors LLC | 11,891 | $132K | 0.0% | N/A | 0.029% | |
5/11/2023 | Karpus Management Inc. | 2,417,196 | $26.73M | 0.8% | +33.1% | 5.896% | |
5/11/2023 | Cerity Partners LLC | 65,759 | $727K | 0.0% | +14.7% | 0.000% | |
5/11/2023 | Diligent Investors LLC | 226,492 | $2.51M | 0.8% | -1.9% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 545,195 | $6.03M | 0.1% | -15.3% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 54,835 | $606K | 0.1% | -49.4% | 0.000% | |
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5/10/2023 | Robinson Capital Management LLC | 285,814 | $3.09M | 1.5% | +7.7% | 0.000% | |
5/10/2023 | RB Capital Management LLC | 45,419 | $502K | 0.2% | -7.8% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 7,000 | $77K | 0.0% | N/A | 0.000% | |
5/9/2023 | Wedbush Securities Inc. | 27,866 | $308K | 0.0% | +6.9% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 42,570 | $471K | 0.0% | -6.9% | 0.000% | |
5/8/2023 | Evoke Wealth LLC | 105,466 | $1.17M | 0.0% | +3.9% | 0.000% | |
5/5/2023 | CTC Capital Management LLC | 10,723 | $119K | 0.2% | -39.8% | 0.000% | |
5/3/2023 | Perigon Wealth Management LLC | 45,017 | $498K | 0.0% | N/A | 0.110% | |
5/3/2023 | Integrated Wealth Concepts LLC | 40,908 | $452K | 0.0% | N/A | 0.100% | |
5/1/2023 | CWM LLC | 3,000 | $33K | 0.0% | N/A | 0.000% | |