5/24/2024 | Cetera Advisors LLC | 92,017 | $1.55M | 0.0% | +8.9% | 0.096% | |
5/24/2024 | Cetera Investment Advisers | 113,978 | $1.93M | 0.0% | N/A | 0.119% | |
5/16/2024 | Janus Henderson Group PLC | 12,915,160 | $218.18M | 0.1% | +16.1% | 14.258% | |
5/16/2024 | Kennedy Capital Management LLC | 653,147 | $11.03M | 0.2% | +1.1% | 0.721% | |
5/15/2024 | Gendell Jeffrey L | 5,708,118 | $96.41M | 3.7% | +1.7% | 6.302% | |
5/14/2024 | StemPoint Capital LP | 223,660 | $3.78M | 1.0% | N/A | 0.247% | |
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5/9/2024 | Lord Abbett & CO. LLC | 193,233 | $3.26M | 0.0% | N/A | 0.213% | |
5/8/2024 | Avantax Advisory Services Inc. | 55,756 | $942K | 0.0% | +123.9% | 0.062% | |
5/8/2024 | Russell Investments Group Ltd. | 115,041 | $1.94M | 0.0% | N/A | 0.127% | |
5/7/2024 | Chilton Capital Management LLC | 3,000 | $51K | 0.0% | N/A | 0.003% | |
5/7/2024 | Oppenheimer & Co. Inc. | 37,095 | $627K | 0.0% | -2.2% | 0.041% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 279,494 | $4.72M | 0.3% | N/A | 0.309% | |
5/6/2024 | Quantbot Technologies LP | 20,915 | $353K | 0.0% | N/A | 0.023% | |
5/3/2024 | GSA Capital Partners LLP | 47,596 | $804K | 0.1% | N/A | 0.053% | |
5/2/2024 | Schulhoff & Co. Inc. | 137,000 | $2.31M | 1.0% | +42.7% | 0.151% | |
5/2/2024 | Iridian Asset Management LLC CT | 72,025 | $1.22M | 0.2% | +34.7% | 0.080% | |
5/1/2024 | BNP Paribas Financial Markets | 4,469 | $75K | 0.0% | +60.5% | 0.005% | |
5/1/2024 | Diversify Advisory Services LLC | 32,363 | $539K | 0.0% | N/A | 0.036% | |
4/30/2024 | Commonwealth Equity Services LLC | 39,307 | $664K | 0.0% | -51.0% | 0.043% | |
4/23/2024 | Wealth Effects LLC | 2,264,226 | $38.24M | 14.1% | -6.3% | 2.500% | |
4/22/2024 | Vivo Capital LLC | 3,972,099 | $67.09M | 5.3% | -3.0% | 4.385% | |
4/22/2024 | Investors Asset Management of Georgia Inc. GA ADV | 87,375 | $1.48M | 0.7% | -17.9% | 0.096% | |
4/18/2024 | Claro Advisors LLC | 10,165 | $172K | 0.0% | N/A | 0.011% | |
2/20/2024 | Quarry LP | 8,500 | $120K | 0.0% | N/A | 0.009% | |
2/14/2024 | RTW Investments LP | 6,947,918 | $98.11M | 1.5% | -2.6% | 7.736% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,572 | $36K | 0.0% | -82.3% | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 63,629 | $898K | 0.0% | -31.9% | 0.071% | |
2/9/2024 | Brandes Investment Partners LP | 1,533,614 | $21.66M | 0.3% | +5.9% | 1.708% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,900 | $352K | 0.0% | +3.8% | 0.028% | |
2/7/2024 | Jump Financial LLC | 19,912 | $281K | 0.0% | -62.8% | 0.022% | |
1/31/2024 | Investors Asset Management of Georgia Inc. GA ADV | 106,475 | $1.50M | 0.8% | N/A | 0.119% | |
1/29/2024 | Wealth Effects LLC | 2,416,326 | $34.12M | 12.8% | +0.3% | 2.690% | |
1/26/2024 | Iridian Asset Management LLC CT | 53,451 | $755K | 0.1% | +17.3% | 0.060% | |
1/24/2024 | China Universal Asset Management Co. Ltd. | 10,327 | $146K | 0.0% | +349.4% | 0.011% | |
1/10/2024 | Blue Zone Wealth Advisors LLC | 17,000 | $240K | 0.1% | -45.2% | 0.019% | |
11/22/2023 | Polar Capital Holdings Plc | 4,512,964 | $46.48M | 0.3% | -0.5% | 5.025% | |
11/15/2023 | RTW Investments LP | 7,136,415 | $73.51M | 1.6% | +4.8% | 7.985% | |
11/15/2023 | Kennedy Capital Management LLC | 715,424 | $7.37M | 0.2% | +60.2% | 0.801% | |
11/15/2023 | Adage Capital Partners GP L.L.C. | 1,725,000 | $17.77M | 0.0% | -35.6% | 1.930% | |
11/14/2023 | MPM Bioimpact LLC | 664,224 | $6.84M | 1.8% | +72.5% | 0.743% | |
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11/13/2023 | Gendell Jeffrey L | 5,615,350 | $57.84M | 3.3% | +4.1% | 6.283% | |
11/13/2023 | Brandes Investment Partners LP | 1,448,772 | $14.92M | 0.3% | +12.4% | 1.621% | |
11/13/2023 | Kestra Advisory Services LLC | 21,950 | $226K | 0.0% | +7.3% | 0.025% | |
11/9/2023 | Cowen AND Company LLC | 2,338,302 | $24.09M | 1.7% | -12.2% | 2.616% | |
11/9/2023 | Deutsche Bank AG | 440,000 | $4.53M | 0.0% | +95.6% | 0.492% | |
11/8/2023 | Vivo Capital LLC | 4,096,428 | $42.19M | 5.2% | +7.0% | 4.584% | |
11/8/2023 | Exencial Wealth Advisors LLC | 12,000 | $124K | 0.0% | N/A | 0.013% | |
11/8/2023 | Oppenheimer & Co. Inc. | 39,911 | $411K | 0.0% | +16.5% | 0.045% | |
11/7/2023 | Quantbot Technologies LP | 7,587 | $78K | 0.0% | N/A | 0.008% | |
11/7/2023 | Jump Financial LLC | 53,571 | $552K | 0.0% | N/A | 0.060% | |
10/23/2023 | Commonwealth Equity Services LLC | 79,213 | $816K | 0.0% | +3.3% | 0.089% | |
10/16/2023 | Wealth Effects LLC | 2,409,289 | $24.82M | 12.3% | +1.7% | 2.696% | |
9/21/2023 | Barclays PLC | 49,335 | $813K | 0.0% | N/A | 0.055% | |
8/14/2023 | Samsara BioCapital LLC | 967,527 | $15.95M | 2.8% | -31.4% | 1.260% | |
8/14/2023 | State of Wyoming | 34,959 | $576K | 0.2% | +29.9% | 0.046% | |
8/14/2023 | Caption Management LLC | 67,193 | $1.11M | 0.0% | -41.8% | 0.088% | |
8/14/2023 | UniSuper Management Pty Ltd | 820,604 | $13.52M | 0.1% | N/A | 1.069% | |
8/14/2023 | Portolan Capital Management LLC | 289,906 | $4.78M | 0.4% | +0.5% | 0.378% | |
8/14/2023 | Polar Capital Holdings Plc | 4,534,921 | $74.74M | 0.5% | -0.8% | 5.907% | |
8/11/2023 | Pinebridge Investments L.P. | 2,478 | $41K | 0.0% | -39.9% | 0.003% | |
8/11/2023 | Gendell Jeffrey L | 5,396,060 | $88.93M | 6.9% | +1.8% | 7.029% | |
8/11/2023 | Velan Capital Investment Management LP | 100,000 | $1.65M | 1.5% | +288.5% | 0.130% | |
8/9/2023 | Iridian Asset Management LLC CT | 45,586 | $751K | 0.1% | N/A | 0.059% | |
8/7/2023 | Cowen AND Company LLC | 2,664,076 | $43.90M | 3.6% | -28.6% | 3.470% | |
8/4/2023 | Investors Asset Management of Georgia Inc. GA ADV | 93,975 | $1.55M | 0.8% | -28.2% | 0.122% | |
8/3/2023 | Barclays PLC | 49,335 | $813K | 0.0% | N/A | 0.064% | |
8/3/2023 | Oppenheimer & Co. Inc. | 34,248 | $564K | 0.0% | +46.6% | 0.045% | |
8/2/2023 | MAI Capital Management | 51,270 | $845K | 0.0% | N/A | 0.067% | |
7/28/2023 | First Republic Investment Management Inc. | 500,000 | $8.24M | 0.0% | N/A | 0.651% | |
7/24/2023 | Blue Zone Wealth Advisors LLC | 15,000 | $247K | 0.1% | N/A | 0.020% | |
7/18/2023 | Wealth Effects LLC | 2,369,089 | $39.04M | 17.2% | -5.2% | 3.086% | |
7/14/2023 | Edge Wealth Management LLC | 150,000 | $2.47M | 0.5% | -11.8% | 0.195% | |
7/13/2023 | QP Wealth Management LLC | 13,380 | $221K | 0.4% | N/A | 0.017% | |
5/16/2023 | Altium Capital Management LP | 500,000 | $4.58M | 2.5% | N/A | 0.644% | |
5/15/2023 | Gendell Jeffrey L | 5,301,914 | $48.57M | 4.5% | +3.5% | 6.834% | |
5/12/2023 | CIBC Private Wealth Group LLC | 143,085 | $1.31M | 0.0% | +2.9% | 0.184% | |
5/11/2023 | Knott David M Jr | 291,113 | $2.67M | 1.0% | -6.2% | 0.375% | |
5/10/2023 | Oppenheimer & Co. Inc. | 23,358 | $214K | 0.0% | N/A | 0.030% | |
5/10/2023 | Brandes Investment Partners LP | 1,444,635 | $13.23M | 0.3% | -12.7% | 1.862% | |
5/5/2023 | Monashee Investment Management LLC | 275,000 | $2.52M | 0.7% | N/A | 0.354% | |
5/4/2023 | Wealth Effects LLC | 2,498,838 | $22.89M | 11.7% | -0.6% | 3.221% | |
5/2/2023 | Aaron Wealth Advisors LLC | 22,642 | $207K | 0.0% | +79.1% | 0.029% | |
5/1/2023 | Investors Asset Management of Georgia Inc. GA ADV | 130,806 | $1.20M | 0.6% | -5.4% | 0.169% | |
5/1/2023 | Virtu Financial LLC | 16,759 | $154K | 0.0% | +9.5% | 0.022% | |
5/1/2023 | Compagnie Lombard Odier SCmA | 12,000 | $110K | 0.0% | -76.9% | 0.015% | |
4/28/2023 | Avantax Advisory Services Inc. | 21,500 | $197K | 0.0% | +72.0% | 0.028% | |
4/27/2023 | Simplicity Solutions LLC | 10,000 | $92K | 0.0% | N/A | 0.013% | |
2/14/2023 | Pura Vida Investments LLC | 260,000 | $1.86M | 0.1% | +203.2% | 0.421% | |
2/14/2023 | Gendell Jeffrey L | 5,120,605 | $36.66M | 3.2% | +7.0% | 8.288% | |
2/13/2023 | Vivo Capital LLC | 2,754,095 | $19.72M | 2.3% | -6.2% | 4.458% | |
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2/13/2023 | Compagnie Lombard Odier SCmA | 52,000 | $372K | 0.0% | +173.7% | 0.084% | |
2/13/2023 | CIBC Private Wealth Group LLC | 139,005 | $995K | 0.0% | -12.6% | 0.225% | |
2/13/2023 | Knott David M Jr | 310,251 | $2.22M | 0.8% | -20.6% | 0.502% | |
2/7/2023 | Modera Wealth Management LLC | 594,000 | $4.25M | 0.2% | +8.8% | 0.961% | |
2/7/2023 | Commonwealth Equity Services LLC | 40,631 | $290K | 0.0% | +24.3% | 0.066% | |
2/2/2023 | Wealth Effects LLC | 2,514,905 | $18.01M | 10.3% | -3.1% | 4.071% | |
2/2/2023 | Investors Asset Management of Georgia Inc. GA ADV | 138,306 | $990K | 0.5% | -1.6% | 0.224% | |
1/31/2023 | Kestra Advisory Services LLC | 15,650 | $112K | 0.0% | -66.6% | 0.025% | |
1/25/2023 | Edge Wealth Management LLC | 170,000 | $1.19M | 0.3% | +9.0% | 0.275% | |
1/24/2023 | Aaron Wealth Advisors LLC | 12,642 | $91K | 0.0% | N/A | 0.020% | |