5/7/2024 | Wealthspire Advisors LLC | 553,079 | $7.70M | 0.1% | +1.8% | 2.433% | |
2/7/2024 | Spartan Fund Management Inc. | 5,000 | $32K | 0.0% | N/A | 0.023% | |
2/7/2024 | Wealthspire Advisors LLC | 543,079 | $3.47M | 0.0% | -3.6% | 2.471% | |
2/6/2024 | M&T Bank Corp | 166,042 | $1.06M | 0.0% | +48.2% | 0.755% | |
1/31/2024 | Federated Hermes Inc. | 30,000 | $192K | 0.0% | -81.3% | 0.136% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 48,716 | $311K | 0.0% | -14.1% | 0.222% | |
|
1/16/2024 | Raymond James & Associates | 127,592 | $815K | 0.0% | +286.4% | 0.581% | |
11/13/2023 | Federated Hermes Inc. | 160,000 | $358K | 0.0% | +33.3% | 0.728% | |
11/6/2023 | Wealthspire Advisors LLC | 563,079 | $1.26M | 0.0% | +3.7% | 2.562% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 56,707 | $127K | 0.0% | +55.1% | 0.258% | |
10/10/2023 | FNY Investment Advisers LLC | 748,839 | $1.68M | 1.0% | -0.5% | 3.407% | |
8/14/2023 | ArrowMark Colorado Holdings LLC | 1,610,519 | $8.07M | 0.1% | +17.3% | 7.327% | |
8/1/2023 | Wealthspire Advisors LLC | 543,079 | $2.72M | 0.0% | -1.0% | 2.471% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 36,569 | $183K | 0.0% | +52.4% | 0.166% | |
7/25/2023 | Raymond James & Associates | 139,738 | $700K | 0.0% | +24.6% | 0.636% | |
7/18/2023 | Wealth Effects LLC | 10,000 | $50K | 0.0% | N/A | 0.045% | |
7/11/2023 | FNY Investment Advisers LLC | 752,600 | $3.77M | 4.8% | -2.6% | 3.441% | |
5/12/2023 | Sound View Wealth Advisors Group LLC | 114,180 | $867K | 0.1% | N/A | 0.522% | |
5/11/2023 | M&T Bank Corp | 107,938 | $819K | 0.0% | -8.9% | 0.494% | |
5/8/2023 | Federated Hermes Inc. | 50,000 | $380K | 0.0% | -19.8% | 0.229% | |
4/21/2023 | Congress Asset Management Co. MA | 167,252 | $1.27M | 0.0% | -6.1% | 0.765% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 23,988 | $182K | 0.0% | +18.5% | 0.110% | |
4/12/2023 | FNY Investment Advisers LLC | 773,052 | $5.87M | 6.7% | +15.2% | 3.535% | |
2/14/2023 | 683 Capital Management LLC | 20,567 | $161K | 0.0% | N/A | 0.092% | |
2/13/2023 | Fuller & Thaler Asset Management Inc. | 292,275 | $2.29M | 0.0% | +1.3% | 1.314% | |
2/8/2023 | Raymond James & Associates | 112,685 | $883K | 0.0% | -47.7% | 0.507% | |
1/18/2023 | Congress Asset Management Co. MA | 178,154 | $1.40M | 0.0% | +1.2% | 0.801% | |
1/10/2023 | FNY Investment Advisers LLC | 670,890 | $5.26M | 7.3% | +7.2% | 3.017% | |
11/14/2022 | Kore Private Wealth LLC | 24,001 | $113K | 0.0% | -92.9% | 0.108% | |
11/14/2022 | Ergoteles LLC | 62,960 | $296K | 0.0% | -31.2% | 0.283% | |
11/8/2022 | Congress Asset Management Co. MA | 176,086 | $828K | 0.0% | +1.2% | 0.792% | |
10/25/2022 | Raymond James & Associates | 215,442 | $1.01M | 0.0% | +26.1% | 0.969% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 24,048 | $113K | 0.0% | +10.0% | 0.108% | |
10/19/2022 | FNY Investment Advisers LLC | 625,578 | $2.94M | 2.0% | +12.4% | 2.813% | |
8/15/2022 | Kore Private Wealth LLC | 337,077 | $2.90M | 0.4% | -5.6% | 1.516% | |
8/5/2022 | M&T Bank Corp | 84,996 | $730K | 0.0% | N/A | 0.382% | |
7/26/2022 | Spartan Fund Management Inc. | 5,000 | $43K | 0.0% | N/A | 0.022% | |
7/19/2022 | Commonwealth Equity Services LLC | 108,185 | $929K | 0.0% | -5.5% | 0.487% | |
7/12/2022 | Minot Wealth Management LLC | 141,508 | $1.22M | 0.3% | N/A | 0.618% | |
6/30/2022 | Amalgamated Bank | 3,012 | $25K | 0.0% | N/A | 0.013% | |
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5/9/2022 | Wealthspire Advisors LLC | 548,434 | $4.48M | 0.1% | +775.7% | 2.393% | |
5/4/2022 | Commonwealth Equity Services LLC | 114,443 | $935K | 0.0% | +70.6% | 0.499% | |
5/2/2022 | Allspring Global Investments Holdings LLC | 22,230 | $181K | 0.0% | N/A | 0.097% | |
4/25/2022 | FNY Investment Advisers LLC | 504,000 | $4.12M | 3.9% | -4.0% | 2.103% | |
4/20/2022 | Congress Asset Management Co. MA | 172,994 | $1.41M | 0.0% | +8.0% | 0.722% | |
2/23/2022 | Cornerstone Advisory LLC | 2,000 | $27K | 0.0% | N/A | 0.008% | |
2/14/2022 | Philadelphia Financial Management of San Francisco LLC | 141,900 | $1.89M | 0.7% | -70.9% | 0.601% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 23,229 | $310K | 0.0% | N/A | 0.098% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 2,341 | $31K | 0.0% | +189.4% | 0.010% | |
2/8/2022 | Raymond James & Associates | 25,173 | $336K | 0.0% | N/A | 0.107% | |
2/8/2022 | Northern Trust Corp | 165,631 | $2.21M | 0.0% | +1.3% | 0.701% | |
2/7/2022 | M&T Bank Corp | 20,631 | $275K | 0.0% | N/A | 0.087% | |
2/7/2022 | Royce & Associates LP | 125,000 | $1.67M | 0.0% | +50.6% | 0.529% | |
2/2/2022 | New York State Common Retirement Fund | 9,246 | $123K | 0.0% | N/A | 0.039% | |
2/2/2022 | Emerald Mutual Fund Advisers Trust | 9,077 | $121K | 0.0% | N/A | 0.038% | |
2/2/2022 | Emerald Advisers LLC | 30,170 | $403K | 0.0% | N/A | 0.128% | |
1/31/2022 | Commonwealth Equity Services LLC | 67,100 | $895K | 0.0% | N/A | 0.284% | |
1/28/2022 | Congress Asset Management Co. MA | 160,184 | $2.14M | 0.0% | +6.7% | 0.678% | |
1/10/2022 | FNY Investment Advisers LLC | 525,231 | $7.01M | 3.7% | N/A | 2.224% | |
11/17/2021 | ArrowMark Colorado Holdings LLC | 515,574 | $11.27M | 0.1% | N/A | 2.183% | |
11/16/2021 | Twin Focus Capital Partners LLC | 42,663 | $933K | 0.2% | N/A | 0.181% | |
11/16/2021 | Metropolitan Life Insurance Co NY | 5,603 | $122K | 0.0% | N/A | 0.024% | |
11/16/2021 | Citadel Advisors LLC | 137,300 | $3.00M | 0.0% | N/A | 0.581% | |
11/15/2021 | Cubist Systematic Strategies LLC | 34,299 | $750K | 0.0% | N/A | 0.145% | |
11/15/2021 | Marshall Wace LLP | 96,048 | $2.10M | 0.0% | N/A | 0.407% | |
11/15/2021 | Altshuler Shaham Ltd | 2,395 | $53K | 0.0% | N/A | 0.010% | |
11/15/2021 | Wealthspire Advisors LLC | 473,434 | $10.35M | 0.2% | N/A | 2.005% | |
11/15/2021 | Hood River Capital Management LLC | 355,041 | $7.76M | 0.2% | N/A | 1.504% | |
11/15/2021 | Manatuck Hill Partners LLC | 82,000 | $1.79M | 0.6% | N/A | 0.347% | |
11/12/2021 | Ibex Wealth Advisors | 5,009 | $109K | 0.0% | N/A | 0.021% | |
11/12/2021 | Geode Capital Management LLC | 293,938 | $6.43M | 0.0% | N/A | 1.245% | |
11/10/2021 | Citigroup Inc. | 2,104 | $46K | 0.0% | N/A | 0.009% | |
11/9/2021 | BlackRock Inc. | 1,117,786 | $24.43M | 0.0% | N/A | 4.734% | |
11/9/2021 | Monashee Investment Management LLC | 20,000 | $437K | 0.1% | N/A | 0.085% | |
11/4/2021 | Deutsche Bank AG | 11,329 | $248K | 0.0% | +79.4% | 0.076% | |
11/3/2021 | Herold Advisors Inc. | 1,300 | $28K | 0.0% | N/A | 0.009% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 18,234 | $399K | 0.0% | N/A | 0.122% | |
11/2/2021 | Raymond James & Associates | 47,700 | $1.04M | 0.0% | N/A | 0.320% | |
11/2/2021 | New York State Common Retirement Fund | 30,494 | $667K | 0.0% | +235.1% | 0.204% | |
11/2/2021 | Tygh Capital Management Inc. | 229,292 | $5.01M | 0.7% | N/A | 1.537% | |
11/1/2021 | SG Americas Securities LLC | 6,292 | $138K | 0.0% | N/A | 0.042% | |
10/29/2021 | Commonwealth Equity Services LLC | 43,007 | $940K | 0.0% | +14.7% | 0.288% | |
10/28/2021 | M&T Bank Corp | 12,654 | $277K | 0.0% | N/A | 0.085% | |
10/28/2021 | Emerald Mutual Fund Advisers Trust | 218,040 | $4.77M | 0.2% | N/A | 1.461% | |
10/28/2021 | Emerald Advisers LLC | 18,227 | $398K | 0.0% | N/A | 0.122% | |
10/26/2021 | Calamos Advisors LLC | 168,408 | $3.68M | 0.0% | N/A | 1.129% | |
10/20/2021 | Mesirow Financial Investment Management Inc. | 13,663 | $299K | 0.9% | N/A | 0.092% | |
10/13/2021 | FNY Investment Advisers LLC | 74,000 | $1.62M | 0.8% | -70.5% | 0.496% | |
8/16/2021 | California State Teachers Retirement System | 14,588 | $331K | 0.0% | N/A | 0.098% | |
8/16/2021 | Pinz Capital Management LP | 2,877 | $65K | 0.0% | N/A | 0.019% | |
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8/16/2021 | Charles Schwab Investment Management Inc. | 86,284 | $1.96M | 0.0% | N/A | 0.578% | |
8/16/2021 | State Street Corp | 145,548 | $3.31M | 0.0% | N/A | 0.976% | |
8/16/2021 | Twin Focus Capital Partners LLC | 42,663 | $969K | 0.2% | N/A | 0.286% | |
8/16/2021 | Nuveen Asset Management LLC | 25,102 | $570K | 0.0% | N/A | 0.168% | |
8/13/2021 | Northern Trust Corp | 110,913 | $2.52M | 0.0% | N/A | 0.743% | |
8/13/2021 | Kore Private Wealth LLC | 71,969 | $1.64M | 0.2% | N/A | 0.482% | |
8/13/2021 | Wealthspire Advisors LLC | 623,809 | $14.17M | 0.4% | N/A | 4.181% | |
8/13/2021 | Geode Capital Management LLC | 241,221 | $5.48M | 0.0% | N/A | 1.617% | |
8/13/2021 | Vanguard Group Inc. | 574,591 | $13.06M | 0.0% | N/A | 3.851% | |
8/12/2021 | Legal & General Group Plc | 1,115 | $25K | 0.0% | N/A | 0.007% | |