1/22/2025 | KBC Group NV | 33,706 | $888K | 0.0% | -16.9% | 0.014% | |
1/22/2025 | Blue Trust Inc. | 1,786 | $47K | 0.0% | +32.8% | 0.001% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 23,124 | $609K | 0.1% | +5.4% | 0.010% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 17,743 | $467K | 0.0% | -12.9% | 0.008% | |
1/21/2025 | Geneos Wealth Management Inc. | 20,554 | $541K | 0.0% | +34.0% | 0.009% | |
1/21/2025 | Bennett Selby Investments LP | 51,645 | $1.36M | 0.5% | +392.6% | 0.022% | |
1/17/2025 | Janney Montgomery Scott LLC | 58,178 | $1.53M | 0.0% | +85.4% | 0.025% | |
1/17/2025 | SG Americas Securities LLC | 1,932,813 | $50.91M | 0.2% | +10,320.0% | 0.822% | |
1/16/2025 | Diversify Wealth Management LLC | 52,231 | $1.40M | 0.1% | +5.8% | 0.022% | |
1/16/2025 | Annex Advisory Services LLC | 44,235 | $1.17M | 0.0% | N/A | 0.019% | |
|
1/15/2025 | HB Wealth Management LLC | 17,363 | $457K | 0.0% | -22.9% | 0.007% | |
1/15/2025 | Arkadios Wealth Advisors | 9,733 | $256K | 0.0% | +6.8% | 0.004% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 9,417 | $248K | 0.0% | +6.6% | 0.004% | |
1/15/2025 | Channel Wealth LLC | 28,007 | $738K | 0.2% | N/A | 0.012% | |
1/15/2025 | Ritholtz Wealth Management | 14,784 | $389K | 0.0% | N/A | 0.006% | |
1/15/2025 | Gateway Investment Advisers LLC | 132,309 | $3.49M | 0.0% | N/A | 0.056% | |
1/14/2025 | Assenagon Asset Management S.A. | 183,213 | $4.83M | 0.0% | +85.0% | 0.078% | |
1/13/2025 | Moody National Bank Trust Division | 26,826 | $707K | 0.1% | +26.3% | 0.011% | |
1/13/2025 | Fiduciary Alliance LLC | 9,134 | $241K | 0.0% | -19.8% | 0.004% | |
1/13/2025 | City Center Advisors LLC | 11,292 | $297K | 0.3% | N/A | 0.005% | |
1/7/2025 | Diversified Trust Co | 32,989 | $869K | 0.0% | N/A | 0.014% | |
1/7/2025 | Bangor Savings Bank | 23,428 | $617K | 0.1% | -5.4% | 0.010% | |
1/6/2025 | CWA Asset Management Group LLC | 153,827 | $4.05M | 0.2% | -15.4% | 0.065% | |
1/3/2025 | GAMMA Investing LLC | 1,714 | $45K | 0.0% | +185.7% | 0.001% | |
12/19/2024 | Principal Financial Group Inc. | 400,808 | $12.57M | 0.0% | -21.6% | 0.171% | |
12/6/2024 | Retirement Systems of Alabama | 284,501 | $8.92M | 0.0% | +7.3% | 0.121% | |
12/3/2024 | Oddo BHF Asset Management Sas | 23,404 | $734K | 0.0% | N/A | 0.010% | |
11/27/2024 | Franklin Resources Inc. | 816,761 | $28.44M | 0.0% | -42.4% | 0.348% | |
11/25/2024 | Tidal Investments LLC | 22,156 | $695K | 0.0% | +58.9% | 0.009% | |
11/20/2024 | Virtu Financial LLC | 23,385 | $733K | 0.0% | -2.3% | 0.010% | |
11/18/2024 | TD Private Client Wealth LLC | 3,284 | $103K | 0.0% | +66.2% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 45,297 | $1.42M | 0.0% | -2.8% | 0.019% | |
11/18/2024 | Toronto Dominion Bank | 103,702 | $3.25M | 0.0% | +479.6% | 0.044% | |
11/16/2024 | Geode Capital Management LLC | 3,000,805 | $93.93M | 0.0% | +3.6% | 1.277% | |
11/15/2024 | Vestcor Inc | 3,427 | $107K | 0.0% | -55.6% | 0.001% | |
11/15/2024 | M&T Bank Corp | 30,765 | $965K | 0.0% | +49.3% | 0.013% | |
11/15/2024 | Public Employees Retirement System of Ohio | 63,959 | $2.01M | 0.0% | -18.3% | 0.027% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 9,610 | $301K | 0.0% | N/A | 0.004% | |
11/15/2024 | MML Investors Services LLC | 30,234 | $948K | 0.0% | -2.5% | 0.013% | |
11/15/2024 | Orion Portfolio Solutions LLC | 6,859 | $215K | 0.0% | -14.4% | 0.003% | |
Kamala’s final humiliation (Ad) Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors.
The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term… Watch my latest video now. |
11/15/2024 | XTX Topco Ltd | 21,431 | $672K | 0.0% | +119.8% | 0.009% | |
11/15/2024 | iA Global Asset Management Inc. | 88,380 | $2.77M | 0.0% | N/A | 0.038% | |
11/15/2024 | Wellington Management Group LLP | 2,950,751 | $92.54M | 0.0% | -6.7% | 1.255% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 1,180,904 | $37.03M | 0.3% | +993.0% | 0.502% | |
11/15/2024 | Weiss Asset Management LP | 91,612 | $2.87M | 0.1% | N/A | 0.039% | |
11/15/2024 | State Street Corp | 5,320,760 | $166.86M | 0.0% | +3.2% | 2.264% | |
11/15/2024 | Stifel Financial Corp | 117,155 | $3.67M | 0.0% | +10.6% | 0.050% | |
11/15/2024 | Readystate Asset Management LP | 129,000 | $4.05M | 0.1% | +14.3% | 0.055% | |
11/15/2024 | Royal London Asset Management Ltd. | 8,244 | $259K | 0.0% | N/A | 0.004% | |
11/15/2024 | Point72 DIFC Ltd | 2,340 | $73K | 0.0% | N/A | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 11,203 | $351K | 0.0% | +96.8% | 0.005% | |
11/15/2024 | Ilex Capital Partners UK LLP | 121,580 | $3.81M | 0.3% | N/A | 0.052% | |
11/15/2024 | Investment Management Corp of Ontario | 10,722 | $336K | 0.0% | N/A | 0.005% | |
11/15/2024 | Janus Henderson Group PLC | 54,940 | $1.72M | 0.0% | +26.7% | 0.023% | |
11/15/2024 | HighTower Advisors LLC | 15,426 | $478K | 0.0% | -73.7% | 0.007% | |
11/15/2024 | Paloma Partners Management Co | 8,477 | $266K | 0.0% | N/A | 0.004% | |
11/15/2024 | Point72 Hong Kong Ltd | 11,994 | $376K | 0.0% | N/A | 0.005% | |
11/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 25,288 | $793K | 0.0% | -12.9% | 0.011% | |
11/14/2024 | Edgestream Partners L.P. | 137,143 | $4.30M | 0.2% | +766.1% | 0.058% | |
11/14/2024 | Caisse DE Depot ET Placement DU Quebec | 537,134 | $16.85M | 0.0% | +27.5% | 0.229% | |
11/14/2024 | Fred Alger Management LLC | 98,402 | $3.09M | 0.0% | -36.6% | 0.042% | |
11/14/2024 | Verition Fund Management LLC | 73,822 | $2.32M | 0.0% | -2.2% | 0.031% | |
11/14/2024 | Auxier Asset Management | 6,925 | $217K | 0.0% | N/A | 0.003% | |
11/14/2024 | Capstone Investment Advisors LLC | 6,615 | $207K | 0.0% | N/A | 0.003% | |
11/14/2024 | Skye Global Management LP | 52,500 | $1.65M | 0.0% | N/A | 0.022% | |
11/14/2024 | Rockefeller Capital Management L.P. | 25,134 | $788K | 0.0% | +31.8% | 0.011% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 672,267 | $21.08M | 0.0% | +1.5% | 0.286% | |
11/14/2024 | MIG Capital LLC | 968,057 | $30.36M | 3.7% | N/A | 0.412% | |
11/14/2024 | MetLife Investment Management LLC | 89,074 | $2.79M | 0.0% | +2.2% | 0.038% | |
11/13/2024 | Bridgewater Associates LP | 45,091 | $1.41M | 0.0% | -26.9% | 0.019% | |
11/13/2024 | Cynosure Group LLC | 22,034 | $691K | 0.1% | +78.8% | 0.009% | |
11/13/2024 | Townsquare Capital LLC | 15,746 | $494K | 0.0% | N/A | 0.007% | |
11/13/2024 | BNP Paribas Financial Markets | 181,821 | $5.70M | 0.0% | +35.0% | 0.077% | |
11/13/2024 | FMR LLC | 2,469,309 | $77.44M | 0.0% | -76.4% | 1.051% | |
11/13/2024 | The Manufacturers Life Insurance Company | 129,427 | $4.06M | 0.0% | +5.5% | 0.055% | |
11/13/2024 | Qsemble Capital Management LP | 24,854 | $779K | 0.1% | N/A | 0.011% | |
11/13/2024 | Bank of Montreal Can | 66,748 | $2.17M | 0.0% | +146.5% | 0.028% | |
11/13/2024 | Hancock Whitney Corp | 17,212 | $540K | 0.0% | -84.4% | 0.007% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 43,581 | $1.37M | 0.3% | +24.7% | 0.019% | |
11/13/2024 | Daiwa Securities Group Inc. | 20,556 | $644K | 0.0% | +4.0% | 0.009% | |
11/12/2024 | Swedbank AB | 11,507 | $361K | 0.0% | +49.7% | 0.005% | |
11/12/2024 | Pitcairn Co. | 8,153 | $256K | 0.0% | N/A | 0.003% | |
11/12/2024 | Algert Global LLC | 18,260 | $573K | 0.0% | +398.9% | 0.008% | |
11/12/2024 | Cerity Partners LLC | 18,777 | $589K | 0.0% | -86.8% | 0.008% | |
11/12/2024 | Eagle Asset Management Inc. | 2,070,180 | $59.83M | 0.3% | -17.5% | 0.881% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,381,279 | $43.32M | 0.0% | +19.1% | 0.588% | |
11/12/2024 | Activest Wealth Management | 1,247 | $39K | 0.0% | N/A | 0.001% | |
11/12/2024 | Massachusetts Financial Services Co. MA | 1,383,981 | $43.40M | 0.0% | -64.9% | 0.589% | |
11/9/2024 | Landscape Capital Management L.L.C. | 81,358 | $2.55M | 0.3% | N/A | 0.035% | |
11/9/2024 | Intech Investment Management LLC | 43,787 | $1.37M | 0.0% | +56.4% | 0.019% | |
Elon Musk’s FINAL Move (Ad) I call it "Elon's Final Move" because his new AI venture will dominate Tesla... Get all the details here >>> |
11/8/2024 | King Luther Capital Management Corp | 60,927 | $1.91M | 0.0% | +4.7% | 0.026% | |
11/8/2024 | Moran Wealth Management LLC | 10,752 | $337K | 0.0% | +68.0% | 0.005% | |
11/8/2024 | B. Metzler seel. Sohn & Co. Holding AG | 121,000 | $3.80M | 0.0% | N/A | 0.052% | |
11/8/2024 | Legacy Bridge LLC | 7,932 | $249K | 0.1% | -52.0% | 0.003% | |
11/7/2024 | Savoir Faire Capital Management L.P. | 173,518 | $5.44M | 2.8% | +17.1% | 0.074% | |
11/7/2024 | Braun Stacey Associates Inc. | 307,828 | $9.65M | 0.4% | -40.7% | 0.132% | |
11/7/2024 | Quest Partners LLC | 21,814 | $684K | 0.1% | +671.1% | 0.009% | |
11/7/2024 | Thrivent Financial for Lutherans | 36,686 | $1.15M | 0.0% | -92.5% | 0.016% | |
11/6/2024 | Mutual of America Capital Management LLC | 84,393 | $2.65M | 0.0% | -1.2% | 0.036% | |
11/6/2024 | KBC Group NV | 40,583 | $1.27M | 0.0% | -92.6% | 0.017% | |