5/17/2024 | National Wealth Management Group LLC | 23,295 | $354K | 0.3% | +17.4% | 0.000% | |
5/17/2024 | Lumbard & Kellner LLC | 434,370 | $6.61M | 3.2% | -0.2% | 0.007% | |
5/17/2024 | Tidal Investments LLC | 17,780 | $270K | 0.0% | -22.3% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 14,113 | $218K | 0.0% | -9.6% | 0.000% | |
5/16/2024 | Janus Henderson Group PLC | 196,378 | $2.99M | 0.0% | N/A | 0.000% | |
5/15/2024 | Ascent Group LLC | 12,841 | $195K | 0.0% | +9.2% | 0.000% | |
|
5/15/2024 | Earnest Partners LLC | 3,276,414 | $49.83M | 0.2% | +4.8% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 10,688 | $163K | 0.0% | N/A | 0.000% | |
5/15/2024 | Absolute Gestao de Investimentos Ltda. | 63,818 | $971K | 0.3% | N/A | 0.000% | |
5/15/2024 | Lazard Asset Management LLC | 18,722,557 | $284.77M | 0.3% | -18.7% | 0.000% | |
5/15/2024 | Cloverfields Capital Group LP | 214,781 | $3.27M | 1.1% | +0.9% | 0.000% | |
5/14/2024 | Toronto Dominion Bank | 7,226 | $110K | 0.0% | +15.5% | 0.000% | |
5/14/2024 | Axxcess Wealth Management LLC | 13,000 | $198K | 0.0% | -59.0% | 0.000% | |
5/14/2024 | Payden & Rygel Investment Group | 10,210 | $155K | 0.0% | N/A | 0.000% | |
5/14/2024 | Platinum Investment Management Ltd. | 3,254,679 | $49.50M | 2.0% | -5.8% | 0.000% | |
5/14/2024 | GQG Partners LLC | 195,729,875 | $2.98B | 4.8% | -8.2% | 0.000% | |
5/13/2024 | Seven Eight Capital LP | 318,055 | $4.84M | 0.5% | +203.6% | 0.000% | |
5/11/2024 | MAS Advisors LLC | 14,388 | $219K | 0.3% | N/A | 0.000% | |
5/11/2024 | Trustmark National Bank Trust Department | 128,137 | $1.95M | 0.2% | N/A | 0.000% | |
5/11/2024 | Edgestream Partners L.P. | 25,854 | $393K | 0.0% | N/A | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 145,885 | $2.22M | 0.8% | N/A | 0.000% | |
5/10/2024 | Poehling Capital Management INC. | 160,866 | $2.45M | 0.6% | +1.7% | 0.000% | |
5/10/2024 | Banco Santander S.A. | 126,494 | $1.92M | 0.0% | +10.0% | 0.000% | |
5/10/2024 | Tocqueville Asset Management L.P. | 15,485 | $236K | 0.0% | +43.6% | 0.000% | |
5/10/2024 | Banco BTG Pactual S.A. | 92,450 | $1.32M | 0.2% | N/A | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,894 | $166K | 0.0% | N/A | 0.000% | |
5/9/2024 | SageView Advisory Group LLC | 16,846 | $256K | 0.0% | -59.3% | 0.000% | |
5/8/2024 | Cozad Asset Management Inc. | 15,165 | $231K | 0.0% | -4.6% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 41,266 | $628K | 0.0% | +31.5% | 0.000% | |
5/8/2024 | Henry James International Management Inc. | 117,206 | $1.78M | 0.5% | -1.8% | 0.000% | |
5/8/2024 | Inspire Advisors LLC | 10,277 | $156K | 0.0% | N/A | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 39,264 | $597K | 0.1% | -41.0% | 0.000% | |
5/7/2024 | Mondrian Investment Partners LTD | 8,210,453 | $124.88M | 1.7% | +0.1% | 0.000% | |
5/7/2024 | Capital Wealth Planning LLC | 290,100 | $4.41M | 0.0% | +42.2% | 0.000% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,750 | $483K | 0.0% | +22.1% | 0.000% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 21,613 | $329K | 0.2% | +24.6% | 0.000% | |
5/7/2024 | Moneda S.A. Administradora General de Fondos | 2,926,324 | $44.51M | 25.0% | -8.2% | 0.045% | |
5/6/2024 | Quantbot Technologies LP | 182,268 | $2.77M | 0.2% | -8.0% | 0.003% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,588 | $298K | 0.0% | N/A | 0.000% | |
5/6/2024 | Leuthold Group LLC | 21,975 | $334K | 0.0% | -4.1% | 0.000% | |
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5/3/2024 | GSA Capital Partners LLP | 50,556 | $769K | 0.1% | N/A | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 12,008 | $183K | 0.0% | +21.3% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 43,569 | $663K | 0.0% | +1.7% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 21,145 | $322K | 0.0% | +5.8% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 65,093 | $990K | 0.0% | +48.8% | 0.001% | |
5/1/2024 | Prosperity Consulting Group LLC | 15,181 | $231K | 0.0% | +45.6% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 42,680 | $650K | 0.0% | N/A | 0.000% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 93,031 | $1.42M | 0.4% | +92.3% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 15,888 | $242K | 0.0% | +29.8% | 0.000% | |
4/30/2024 | Norden Group LLC | 162,050 | $2.47M | 0.2% | +97.5% | 0.000% | |
4/30/2024 | Caprock Group LLC | 18,162 | $276K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 629,678 | $9.58M | 0.0% | +6.0% | 0.000% | |
4/29/2024 | Principal Financial Group Inc. | 50,726 | $772K | 0.0% | N/A | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 3,998 | $61K | 0.0% | +210.6% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 26,509 | $403K | 0.0% | +2.4% | 0.000% | |
4/24/2024 | Krilogy Financial LLC | 23,520 | $358K | 0.0% | N/A | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 26,496 | $403K | 0.0% | +11.2% | 0.000% | |
4/23/2024 | Milestone Asset Management LLC | 12,011 | $183K | 0.1% | N/A | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 33,445 | $509K | 0.0% | +36.9% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 92,760 | $1.41M | 0.0% | +33.4% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 14,555 | $221K | 0.0% | -27.8% | 0.000% | |
4/23/2024 | Paradiem LLC | 503,309 | $7.66M | 1.9% | +7.6% | 0.008% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 37,486 | $570K | 0.2% | -8.4% | 0.000% | |
4/19/2024 | Norden Group LLC | 2,919,298 | $44.40M | 0.5% | +3,457.9% | 0.000% | |
4/19/2024 | Redmont Wealth Advisors LLC | 38,356 | $583K | 0.8% | N/A | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 87,559 | $1.33M | 0.2% | +35.2% | 0.000% | |
4/18/2024 | Financial Security Advisor Inc. | 17,590 | $268K | 0.1% | +5.2% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 12,731 | $194K | 0.0% | +19.8% | 0.000% | |
4/18/2024 | Diversified Trust Co | 60,389 | $919K | 0.0% | +16.2% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 17,766 | $270K | 0.0% | +14.6% | 0.000% | |
4/16/2024 | Artemis Investment Management LLP | 6,278,919 | $95.45M | 1.2% | +27.7% | 0.000% | |
4/16/2024 | Hennessy Advisors Inc. | 321,300 | $4.89M | 0.2% | -35.3% | 0.000% | |
4/16/2024 | Congress Park Capital LLC | 17,250 | $262K | 0.1% | N/A | 0.000% | |
4/15/2024 | Sound Income Strategies LLC | 5,643 | $86K | 0.0% | +101.7% | 0.000% | |
4/15/2024 | P&S Credit Management L.P. | 85,000 | $1.29M | 2.1% | +88.9% | 0.000% | |
4/13/2024 | ARGA Investment Management LP | 13,253,773 | $201.59M | 6.8% | -4.6% | 0.203% | |
4/12/2024 | Fermata Advisors LLC | 11,332 | $172K | 0.0% | +10.3% | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 352,415 | $5.36M | 0.2% | +12.5% | 0.005% | |
4/12/2024 | Miller Howard Investments Inc. NY | 275,000 | $4.18M | 0.1% | +10.0% | 0.000% | |
4/12/2024 | Traynor Capital Management Inc. | 11,668 | $177K | 0.0% | N/A | 0.000% | |
4/12/2024 | Westend Capital Management LLC | 53,889 | $820K | 0.3% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 13,358 | $203K | 0.0% | +20.4% | 0.000% | |
4/11/2024 | Radnor Capital Management LLC | 80,946 | $1.23M | 0.2% | -5.9% | 0.000% | |
4/11/2024 | Salem Investment Counselors Inc. | 368,541 | $5.61M | 0.2% | +1.9% | 0.000% | |
4/11/2024 | Shilanski & Associates Inc. | 12,850 | $195K | 0.1% | N/A | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 15,553 | $237K | 0.0% | -6.8% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 16,525 | $251K | 0.0% | N/A | 0.000% | |
4/10/2024 | Founders Capital Management | 4,700 | $71K | 0.0% | +17.5% | 0.000% | |
4/10/2024 | Perpetual Ltd | 3,703,959 | $56.34M | 0.6% | N/A | 0.000% | |
3/29/2024 | Kapitalo Investimentos Ltda | 6,936 | $111K | 0.0% | +782.4% | 0.000% | |
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3/15/2024 | B. Riley Wealth Advisors Inc. | 15,608 | $258K | 0.0% | +10.6% | 0.000% | |
3/14/2024 | Hennessy Advisors Inc. | 496,400 | $7.93M | 0.4% | -5.4% | 0.008% | |
3/13/2024 | MONECO Advisors LLC | 99,325 | $1.59M | 0.3% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 41,430 | $706K | 0.0% | N/A | 0.000% | |
2/29/2024 | TT International Asset Management LTD | 2,945,826 | $47.04M | 6.0% | -39.7% | 0.000% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 1,006,060 | $16.07M | 0.2% | -20.4% | 0.000% | |
2/15/2024 | Parkwood LLC | 505,881 | $8.08M | 0.8% | -9.8% | 0.008% | |
2/15/2024 | Breakout Capital Partners LP | 1,172,682 | $18.73M | 10.1% | N/A | 0.018% | |
2/15/2024 | Compass Group LLC | 2,325,688 | $37.14M | 14.7% | -18.6% | 0.036% | |
2/14/2024 | Barometer Capital Management Inc. | 7,600 | $121K | 0.0% | N/A | 0.000% | |