5/8/2024 | Heritage Wealth Advisors | 3,565 | $100K | 0.0% | +2,973.3% | 0.005% | |
5/8/2024 | ProShare Advisors LLC | 12,617 | $354K | 0.0% | +8.6% | 0.017% | |
5/8/2024 | US Bancorp DE | 21,745 | $610K | 0.0% | -3.7% | 0.030% | |
5/8/2024 | Russell Investments Group Ltd. | 181,730 | $5.10M | 0.0% | +92.5% | 0.250% | |
5/7/2024 | Sei Investments Co. | 16,447 | $462K | 0.0% | -25.4% | 0.023% | |
5/7/2024 | Oppenheimer & Co. Inc. | 25,528 | $716K | 0.0% | +2.9% | 0.035% | |
|
5/7/2024 | Nuance Investments LLC | 1,613,305 | $45.27M | 1.2% | -33.1% | 2.218% | |
5/7/2024 | SG Americas Securities LLC | 8,341 | $234K | 0.0% | N/A | 0.011% | |
5/7/2024 | Empowered Funds LLC | 196,880 | $5.52M | 0.1% | +8.2% | 0.271% | |
5/6/2024 | LSV Asset Management | 326,477 | $9.16M | 0.0% | -7.6% | 0.449% | |
5/3/2024 | GSA Capital Partners LLP | 21,518 | $604K | 0.0% | -27.1% | 0.030% | |
5/2/2024 | Salomon & Ludwin LLC | 7,905 | $222K | 0.0% | -36.0% | 0.011% | |
5/2/2024 | Choreo LLC | 23,192 | $651K | 0.0% | +24.7% | 0.032% | |
5/1/2024 | BNP Paribas Financial Markets | 34,349 | $964K | 0.0% | +77.6% | 0.047% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 30,284 | $830K | 0.0% | -4.2% | 0.042% | |
4/29/2024 | Principal Financial Group Inc. | 8,062 | $226K | 0.0% | -63.4% | 0.011% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 60,191 | $1.69M | 0.0% | -12.3% | 0.083% | |
4/22/2024 | Raymond James & Associates | 183,882 | $5.16M | 0.0% | -12.0% | 0.253% | |
4/18/2024 | Financial Security Advisor Inc. | 35,101 | $994K | 0.3% | -2.4% | 0.048% | |
4/11/2024 | Compton Wealth Advisory Group LLC | 10,007 | $281K | 0.1% | +13.1% | 0.014% | |
3/22/2024 | PNC Financial Services Group Inc. | 12,541 | $373K | 0.0% | -9.4% | 0.017% | |
3/11/2024 | Vanguard Group Inc. | 7,416,407 | $220.71M | 0.0% | +0.1% | 10.194% | |
3/1/2024 | Goldman Sachs Group Inc. | 658,968 | $19.61M | 0.0% | -5.9% | 0.906% | |
2/14/2024 | OLD Point Trust & Financial Services N A | 23,072 | $687K | 0.3% | +66.4% | 0.032% | |
2/13/2024 | Rafferty Asset Management LLC | 47,933 | $1.43M | 0.0% | +36.1% | 0.066% | |
2/12/2024 | TFO Wealth Partners LLC | 1,311 | $39K | 0.0% | +43,600.0% | 0.002% | |
2/9/2024 | US Bancorp DE | 22,580 | $672K | 0.0% | +26.1% | 0.031% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 7,859 | $234K | 0.1% | N/A | 0.011% | |
2/9/2024 | PNC Financial Services Group Inc. | 12,541 | $373K | 0.0% | -9.4% | 0.017% | |
2/9/2024 | Norges Bank | 364,617 | $10.85M | 0.0% | N/A | 0.501% | |
2/8/2024 | AMG National Trust Bank | 24,928 | $742K | 0.0% | N/A | 0.034% | |
2/8/2024 | Eudaimonia Partners LLC | 11,287 | $336K | 0.1% | N/A | 0.016% | |
2/7/2024 | Nuance Investments LLC | 2,410,827 | $71.75M | 1.6% | +1.6% | 3.314% | |
2/7/2024 | Principal Financial Group Inc. | 22,006 | $655K | 0.0% | +9.7% | 0.030% | |
2/7/2024 | Dimensional Fund Advisors LP | 4,036,878 | $120.14M | 0.0% | +4.2% | 5.549% | |
2/7/2024 | BNP Paribas Financial Markets | 19,345 | $576K | 0.0% | -39.8% | 0.027% | |
2/7/2024 | Teacher Retirement System of Texas | 10,522 | $313K | 0.0% | -26.5% | 0.014% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 784,137 | $23.34M | 0.0% | +4.2% | 1.078% | |
2/6/2024 | Lincoln National Corp | 14,897 | $443K | 0.0% | +21.2% | 0.020% | |
2/6/2024 | LSV Asset Management | 353,323 | $10.52M | 0.0% | -15.3% | 0.486% | |
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2/6/2024 | Amalgamated Bank | 6,189 | $184K | 0.0% | -10.5% | 0.009% | |
2/6/2024 | Swiss National Bank | 140,015 | $4.17M | 0.0% | -10.4% | 0.192% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 156,897 | $4.67M | 0.1% | -2.5% | 0.216% | |
2/6/2024 | New York Life Investment Management LLC | 12,960 | $386K | 0.0% | -3.0% | 0.018% | |
2/5/2024 | Victory Capital Management Inc. | 265,062 | $7.89M | 0.0% | +41.4% | 0.364% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 64,438 | $2.04M | 0.6% | +150.3% | 0.089% | |
2/5/2024 | Choreo LLC | 18,596 | $558K | 0.0% | N/A | 0.026% | |
2/5/2024 | Russell Investments Group Ltd. | 94,398 | $2.81M | 0.0% | +11.0% | 0.130% | |
2/2/2024 | Truist Financial Corp | 79,845 | $2.38M | 0.0% | -79.9% | 0.110% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 96,066 | $2.86M | 0.0% | -6.8% | 0.132% | |
2/1/2024 | New York State Common Retirement Fund | 30,077 | $895K | 0.0% | -25.6% | 0.041% | |
1/30/2024 | Strs Ohio | 14,000 | $416K | 0.0% | -4.1% | 0.019% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 6,727 | $200K | 0.0% | N/A | 0.009% | |
1/26/2024 | Cerity Partners LLC | 117,524 | $3.53M | 0.0% | +4.6% | 0.162% | |
1/26/2024 | Hendershot Investments Inc. | 10,644 | $317K | 0.0% | -30.0% | 0.015% | |
1/26/2024 | PBMares Wealth Management LLC | 22,045 | $656K | 0.2% | -53.0% | 0.030% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 31,596 | $940K | 0.0% | +4.3% | 0.043% | |
1/24/2024 | Arizona State Retirement System | 19,866 | $591K | 0.0% | -1.8% | 0.027% | |
1/23/2024 | DAVENPORT & Co LLC | 86,871 | $2.59M | 0.0% | +0.5% | 0.119% | |
1/17/2024 | Canvas Wealth Advisors LLC | 12,110 | $348K | 0.1% | -7.0% | 0.017% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 68,650 | $2.04M | 0.0% | -48.6% | 0.094% | |
1/16/2024 | Raymond James & Associates | 209,063 | $6.22M | 0.0% | -1.7% | 0.287% | |
1/10/2024 | Sound Income Strategies LLC | 2,660 | $79K | 0.0% | N/A | 0.004% | |
1/2/2024 | Anchor Investment Management LLC | 12,000 | $357K | 0.0% | N/A | 0.016% | |
12/18/2023 | Vanguard Group Inc. | 7,409,093 | $169.89M | 0.0% | +1.4% | 10.184% | |
12/6/2023 | Citigroup Inc. | 34,787 | $798K | 0.0% | -35.2% | 0.048% | |
11/30/2023 | American Century Companies Inc. | 531,492 | $12.19M | 0.0% | -59.8% | 0.731% | |
11/15/2023 | Endeavour Capital Advisors Inc. | 16,651 | $382K | 0.2% | N/A | 0.023% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 25,742 | $590K | 0.0% | +28.7% | 0.035% | |
11/13/2023 | Vista Investment Management | 21,062 | $483K | 0.2% | +3.2% | 0.029% | |
11/13/2023 | Mariner LLC | 39,447 | $905K | 0.0% | N/A | 0.054% | |
11/13/2023 | Aigen Investment Management LP | 18,008 | $413K | 0.1% | N/A | 0.025% | |
11/13/2023 | Rafferty Asset Management LLC | 35,209 | $807K | 0.0% | -13.9% | 0.048% | |
11/13/2023 | PNC Financial Services Group Inc. | 13,844 | $317K | 0.0% | +5.1% | 0.019% | |
11/9/2023 | Rhumbline Advisers | 136,496 | $3.13M | 0.0% | +0.9% | 0.188% | |
11/9/2023 | EMC Capital Management | 1,726 | $40K | 0.0% | +72.6% | 0.002% | |
11/9/2023 | Deutsche Bank AG | 34,166 | $783K | 0.0% | +12.1% | 0.047% | |
11/9/2023 | Citigroup Inc. | 34,787 | $798K | 0.0% | -35.2% | 0.048% | |
11/8/2023 | Financial Security Advisor Inc. | 35,962 | $834K | 0.4% | N/A | 0.049% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 752,382 | $17.25M | 0.0% | +5.9% | 1.034% | |
11/8/2023 | Swiss National Bank | 156,215 | $3.58M | 0.0% | -3.8% | 0.215% | |
11/8/2023 | New York Life Investment Management LLC | 13,360 | $306K | 0.0% | -13.6% | 0.018% | |
11/8/2023 | Nuance Investments LLC | 2,372,044 | $54.39M | 1.3% | +40.1% | 3.261% | |
11/8/2023 | Oppenheimer & Co. Inc. | 25,004 | $573K | 0.0% | +8.7% | 0.034% | |
11/7/2023 | Chartwell Investment Partners LLC | 336,053 | $7.71M | 0.3% | -4.3% | 0.462% | |
11/7/2023 | New York State Common Retirement Fund | 40,435 | $927K | 0.0% | -56.1% | 0.056% | |
11/7/2023 | Barclays PLC | 107,178 | $2.46M | 0.0% | +1.6% | 0.147% | |
11/7/2023 | Arizona State Retirement System | 20,235 | $464K | 0.0% | -3.5% | 0.028% | |
11/6/2023 | XML Financial LLC | 15,055 | $345K | 0.0% | +16.1% | 0.021% | |
11/6/2023 | Victory Capital Management Inc. | 187,441 | $4.30M | 0.0% | +739.1% | 0.258% | |
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11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 160,995 | $3.69M | 0.1% | -6.6% | 0.221% | |
11/4/2023 | LSV Asset Management | 417,223 | $9.57M | 0.0% | -0.1% | 0.574% | |
11/2/2023 | Principal Financial Group Inc. | 20,058 | $460K | 0.0% | +46.7% | 0.028% | |
11/2/2023 | Nisa Investment Advisors LLC | 16,146 | $370K | 0.0% | -50.8% | 0.022% | |
10/31/2023 | Teacher Retirement System of Texas | 14,319 | $328K | 0.0% | +8.3% | 0.020% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 9,843 | $226K | 0.0% | -9.4% | 0.014% | |
10/24/2023 | Bank of New York Mellon Corp | 419,881 | $9.63M | 0.0% | -7.9% | 0.577% | |
10/24/2023 | Canvas Wealth Advisors LLC | 13,028 | $287K | 0.1% | +48.4% | 0.018% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 133,627 | $3.06M | 0.0% | -0.9% | 0.184% | |
10/24/2023 | Raymond James & Associates | 212,708 | $4.88M | 0.0% | +15.6% | 0.292% | |