4/24/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 82,000 | $2.03M | 0.2% | -18.0% | 0.052% | |
4/22/2024 | QV Investors Inc. | 44,906 | $1.11M | 0.1% | +4.9% | 0.029% | |
4/12/2024 | Global Assets Advisory LLC | 34,472 | $852K | 0.0% | N/A | 0.022% | |
4/3/2024 | Arden Trust Co | 44,778 | $1.11M | 0.2% | N/A | 0.028% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,937 | $46K | 0.0% | -40.8% | 0.001% | |
3/11/2024 | Vanguard Group Inc. | 8,065,388 | $189.62M | 0.0% | +2.1% | 5.124% | |
|
3/5/2024 | Fisher Asset Management LLC | 42,233 | $993K | 0.0% | -15.0% | 0.027% | |
3/5/2024 | Wellington Management Group LLP | 4,868,385 | $114.46M | 0.0% | +4.7% | 3.097% | |
2/15/2024 | Guardian Wealth Management Inc. | 130,796 | $3.08M | 2.6% | +0.6% | 0.083% | |
2/14/2024 | Cullen Capital Management LLC | 25,325 | $595K | 0.0% | -26.9% | 0.016% | |
2/14/2024 | Sprott Inc. | 281,084 | $6.61M | 0.6% | +14.3% | 0.179% | |
2/14/2024 | Westwood Holdings Group Inc. | 2,773,192 | $65.20M | 0.6% | +14.5% | 1.764% | |
2/13/2024 | Epoch Investment Partners Inc. | 593,517 | $13.95M | 0.1% | -52.3% | 0.378% | |
2/13/2024 | Rafferty Asset Management LLC | 80,302 | $1.89M | 0.0% | +8.6% | 0.051% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 19,239 | $452K | 0.2% | N/A | 0.012% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,279 | $242K | 0.0% | -7.2% | 0.007% | |
2/9/2024 | Pine Brook Road Advisors L.P. | 2,317,436 | $54.48M | 26.9% | N/A | 1.474% | |
2/9/2024 | Quest Partners LLC | 3,456 | $81K | 0.0% | N/A | 0.002% | |
2/9/2024 | Trexquant Investment LP | 93,363 | $2.20M | 0.0% | +46.3% | 0.059% | |
2/9/2024 | Corient Private Wealth LLC | 127,430 | $3.00M | 0.0% | -7.8% | 0.081% | |
2/9/2024 | NFC Investments LLC | 397,084 | $9.34M | 2.9% | N/A | 0.253% | |
2/8/2024 | Brown Advisory Inc. | 445,561 | $10.48M | 0.0% | N/A | 0.283% | |
2/8/2024 | Great Lakes Advisors LLC | 418,805 | $9.85M | 0.1% | -16.8% | 0.266% | |
2/8/2024 | Beacon Pointe Advisors LLC | 73,298 | $1.72M | 0.0% | N/A | 0.047% | |
2/7/2024 | Principal Financial Group Inc. | 27,752 | $652K | 0.0% | +18.0% | 0.018% | |
2/7/2024 | Formidable Asset Management LLC | 32,604 | $767K | 0.2% | -3.7% | 0.021% | |
2/7/2024 | Jump Financial LLC | 74,871 | $1.76M | 0.1% | +123.2% | 0.048% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 638,010 | $15M | 0.0% | +1.7% | 0.406% | |
2/6/2024 | Apollon Wealth Management LLC | 13,781 | $324K | 0.0% | +50.5% | 0.009% | |
2/6/2024 | Amalgamated Bank | 9,009 | $212K | 0.0% | -8.3% | 0.006% | |
2/6/2024 | Swiss National Bank | 160,907 | $3.78M | 0.0% | -4.5% | 0.102% | |
2/6/2024 | Fisher Asset Management LLC | 41,550 | $977K | 0.0% | -16.4% | 0.026% | |
2/5/2024 | Victory Capital Management Inc. | 333,388 | $7.84M | 0.0% | -9.5% | 0.212% | |
2/5/2024 | Russell Investments Group Ltd. | 337,091 | $7.93M | 0.0% | +95.0% | 0.214% | |
2/1/2024 | New York State Common Retirement Fund | 50,543 | $1.19M | 0.0% | +5.1% | 0.032% | |
2/1/2024 | Lindbrook Capital LLC | 3,779 | $89K | 0.0% | -26.7% | 0.002% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 16,302 | $383K | 0.0% | +19.6% | 0.010% | |
1/30/2024 | Mackenzie Financial Corp | 119,630 | $2.81M | 0.0% | +323.8% | 0.076% | |
1/29/2024 | ORG Partners LLC | 4,011 | $94K | 0.0% | +264.0% | 0.003% | |
1/24/2024 | Arlington Trust Co LLC | 6,319 | $149K | 0.0% | N/A | 0.004% | |
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1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 355,555 | $8.36M | 0.0% | +770.3% | 0.226% | |
1/24/2024 | International Assets Investment Management LLC | 12,413 | $292K | 0.0% | +1,256.6% | 0.008% | |
1/24/2024 | Asset Management One Co. Ltd. | 76,886 | $1.84M | 0.0% | -39.5% | 0.049% | |
1/24/2024 | Arizona State Retirement System | 22,829 | $537K | 0.0% | +4.7% | 0.015% | |
1/18/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 100,000 | $2.35M | 0.2% | -51.5% | 0.064% | |
1/16/2024 | Raymond James & Associates | 112,444 | $2.64M | 0.0% | -48.8% | 0.072% | |
12/19/2023 | Public Employees Retirement System of Ohio | 150,007 | $3.63M | 0.0% | +4.6% | 0.095% | |
12/18/2023 | Vanguard Group Inc. | 7,898,031 | $191.21M | 0.0% | -1.8% | 5.025% | |
12/1/2023 | Wellington Management Group LLP | 4,651,510 | $112.61M | 0.0% | -3.4% | 2.959% | |
11/30/2023 | American Century Companies Inc. | 684,679 | $16.58M | 0.0% | -46.0% | 0.436% | |
11/17/2023 | Sprott Inc. | 245,893 | $5.98M | 0.5% | +60.0% | 0.156% | |
11/15/2023 | Kennedy Capital Management LLC | 363,732 | $8.81M | 0.2% | +4.9% | 0.231% | |
11/15/2023 | Lasry Marc | 497,280 | $12.04M | 11.9% | -2.0% | 0.316% | |
11/15/2023 | Lido Advisors LLC | 38,475 | $931K | 0.0% | +1.6% | 0.024% | |
11/15/2023 | Evergreen Capital Management LLC | 280,716 | $6.80M | 0.3% | -18.2% | 0.179% | |
11/15/2023 | Adage Capital Partners GP L.L.C. | 3,972,589 | $96.18M | 0.2% | +4.5% | 2.527% | |
11/15/2023 | Advisors Asset Management Inc. | 281,746 | $6.82M | 0.1% | -6.6% | 0.179% | |
11/15/2023 | Stansberry Asset Management LLC | 184,688 | $4.47M | 0.8% | +3.9% | 0.118% | |
11/14/2023 | Hodges Capital Management Inc. | 9,064 | $219K | 0.0% | N/A | 0.006% | |
11/14/2023 | Teza Capital Management LLC | 16,818 | $407K | 0.0% | N/A | 0.011% | |
11/14/2023 | Trexquant Investment LP | 63,824 | $1.55M | 0.0% | +164.0% | 0.041% | |
11/14/2023 | Truvestments Capital LLC | 71,130 | $1.72M | 0.9% | +2.7% | 0.045% | |
11/13/2023 | Epoch Investment Partners Inc. | 1,243,075 | $30.10M | 0.2% | -5.6% | 0.791% | |
11/13/2023 | AlphaCore Capital LLC | 52,934 | $1.28M | 0.2% | -39.8% | 0.034% | |
11/13/2023 | Algert Global LLC | 122,030 | $2.95M | 0.1% | N/A | 0.078% | |
11/13/2023 | Ballast Asset Management LP | 66,549 | $1.61M | 1.5% | N/A | 0.042% | |
11/13/2023 | Meridian Wealth Advisors LLC | 50,571 | $1.22M | 0.3% | -2.8% | 0.032% | |
11/13/2023 | FMR LLC | 10,799,657 | $261.46M | 0.0% | +12.0% | 6.871% | |
11/13/2023 | Envestnet Asset Management Inc. | 215,545 | $5.22M | 0.0% | -0.5% | 0.137% | |
11/13/2023 | Rafferty Asset Management LLC | 73,910 | $1.79M | 0.0% | -17.3% | 0.047% | |
11/9/2023 | Rhumbline Advisers | 121,296 | $2.94M | 0.0% | +2.4% | 0.077% | |
11/9/2023 | Navellier & Associates Inc. | 40,938 | $991K | 0.2% | +1.6% | 0.026% | |
11/9/2023 | Deutsche Bank AG | 41,701 | $1.01M | 0.0% | +13.3% | 0.027% | |
11/9/2023 | Citigroup Inc. | 44,704 | $1.08M | 0.0% | -42.8% | 0.028% | |
11/9/2023 | Blair William & Co. IL | 102,383 | $2.48M | 0.0% | -10.0% | 0.065% | |
11/8/2023 | Aptus Capital Advisors LLC | 135,312 | $3.28M | 0.1% | -17.0% | 0.086% | |
11/8/2023 | HighTower Advisors LLC | 295,365 | $7.14M | 0.0% | +5.0% | 0.188% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 627,652 | $15.20M | 0.0% | +184.0% | 0.399% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,508 | $230K | 0.0% | -90.6% | 0.006% | |
11/8/2023 | Swiss National Bank | 168,407 | $4.08M | 0.0% | +1.6% | 0.107% | |
11/8/2023 | Amalgamated Bank | 9,828 | $238K | 0.0% | +4.4% | 0.006% | |
11/8/2023 | Moors & Cabot Inc. | 15,881 | $384K | 0.0% | -8.4% | 0.010% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 28,281 | $685K | 0.0% | N/A | 0.018% | |
11/7/2023 | Great Lakes Advisors LLC | 503,337 | $12.19M | 0.1% | +1.3% | 0.320% | |
11/7/2023 | Quantbot Technologies LP | 22,579 | $547K | 0.0% | -26.4% | 0.014% | |
11/7/2023 | New York State Common Retirement Fund | 48,099 | $1.16M | 0.0% | +11.8% | 0.031% | |
11/7/2023 | Barclays PLC | 139,649 | $3.38M | 0.0% | +293.1% | 0.089% | |
11/7/2023 | Jump Financial LLC | 33,548 | $812K | 0.0% | -25.8% | 0.021% | |
11/7/2023 | Arizona State Retirement System | 21,814 | $528K | 0.0% | +2.0% | 0.014% | |
11/6/2023 | Victory Capital Management Inc. | 368,567 | $8.92M | 0.0% | -4.8% | 0.234% | |
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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11/3/2023 | ORG Partners LLC | 1,102 | $27K | 0.0% | -44.2% | 0.001% | |
11/3/2023 | Certuity LLC | 8,550 | $207K | 0.0% | -76.3% | 0.005% | |
11/2/2023 | Principal Financial Group Inc. | 23,523 | $569K | 0.0% | +35.0% | 0.015% | |
11/2/2023 | Venturi Wealth Management LLC | 5,273 | $128K | 0.0% | N/A | 0.003% | |
11/1/2023 | Guardian Wealth Management Inc. | 130,072 | $3.15M | 2.9% | +1.8% | 0.083% | |
10/26/2023 | Advisor Partners II LLC | 13,676 | $331K | 0.0% | -14.2% | 0.009% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 40,855 | $989K | 0.0% | +20.0% | 0.026% | |
10/25/2023 | Mackenzie Financial Corp | 28,230 | $659K | 0.0% | N/A | 0.018% | |
10/24/2023 | Bank of New York Mellon Corp | 842,648 | $20.40M | 0.0% | -0.5% | 0.536% | |
10/24/2023 | Raymond James & Associates | 219,644 | $5.32M | 0.0% | -20.6% | 0.140% | |