11/13/2024 | Canton Hathaway LLC | 269,650 | $582K | 0.1% | +2.3% | 0.867% | |
8/6/2024 | Caprock Group LLC | 86,784 | $230K | 0.0% | N/A | 0.279% | |
7/23/2024 | Elser Financial Planning Inc | 711,406 | $1.89M | 0.3% | N/A | 2.285% | |
5/15/2024 | Oracle Investment Management Inc. | 1,355,807 | $4.50M | 3.0% | -0.9% | 4.354% | |
5/6/2024 | Staley Capital Advisers Inc. | 1,100,000 | $3.65M | 0.2% | -0.7% | 3.533% | |
2/12/2024 | Staley Capital Advisers Inc. | 1,108,003 | $3.24M | 0.2% | +0.7% | 3.577% | |
1/30/2024 | Canton Hathaway LLC | 263,525 | $771K | 0.2% | +6.8% | 0.851% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,478 | $80K | 0.0% | -31.3% | 0.089% | |
11/14/2023 | Oracle Investment Management Inc. | 1,368,067 | $3.05M | 0.9% | +0.3% | 4.199% | |
11/13/2023 | Aufman Associates Inc | 52,657 | $117K | 0.1% | N/A | 0.162% | |
|
11/8/2023 | Pathstone Family Office LLC | 17,640 | $39K | 0.0% | N/A | 0.054% | |
10/24/2023 | Independent Advisor Alliance | 22,491 | $50K | 0.0% | +21.2% | 0.069% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 40,000 | $89K | 0.0% | +11.4% | 0.123% | |
10/11/2023 | Canton Hathaway LLC | 246,800 | $550K | 0.2% | +4.2% | 0.757% | |
7/14/2023 | Grey Street Capital LLC | 99,105 | $243K | 0.1% | N/A | 0.304% | |
7/11/2023 | Canton Hathaway LLC | 236,800 | $580K | 0.2% | +35.2% | 0.727% | |
5/9/2023 | Brainard Capital Management LLC | 17,640 | $67K | 0.1% | +44.8% | 0.054% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 35,908 | $137K | 0.0% | +43.6% | 0.110% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 26,721 | $73K | 0.0% | -73.4% | 0.082% | |
2/8/2023 | Brainard Capital Management LLC | 12,186 | $33K | 0.0% | N/A | 0.037% | |
11/14/2022 | Oracle Investment Management Inc. | 1,408,432 | $4.72M | 2.7% | +5.6% | 4.314% | |
11/14/2022 | Ergoteles LLC | 79,974 | $268K | 0.0% | -13.4% | 0.245% | |
11/4/2022 | Independent Advisor Alliance | 15,215 | $51K | 0.0% | N/A | 0.047% | |
10/17/2022 | Canton Hathaway LLC | 175,100 | $587K | 0.2% | +7.1% | 0.536% | |
8/5/2022 | Staley Capital Advisers Inc. | 1,045,002 | $4.59M | 0.3% | +74.2% | 3.203% | |
7/20/2022 | Canton Hathaway LLC | 163,500 | $718K | 0.3% | +24.0% | 0.501% | |
6/2/2022 | Mirae Asset Global Investments Co. Ltd. | 171,816 | $1.20M | 0.0% | +211.6% | 0.527% | |
5/12/2022 | Staley Capital Advisers Inc. | 600,000 | $4.18M | 0.2% | +993.9% | 1.840% | |
5/10/2022 | Mirae Asset Global Investments Co. Ltd. | 171,816 | $1.20M | 0.0% | +211.6% | 0.527% | |
4/12/2022 | Canton Hathaway LLC | 131,901 | $918K | 0.3% | +47.5% | 0.405% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 42,932 | $387K | 0.0% | -3.5% | 0.132% | |
2/8/2022 | Staley Capital Advisers Inc. | 54,849 | $495K | 0.0% | N/A | 0.168% | |
2/8/2022 | Mirae Asset Global Investments Co. Ltd. | 55,140 | $497K | 0.0% | N/A | 0.169% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 30,554 | $275K | 0.0% | N/A | 0.094% | |
1/6/2022 | Canton Hathaway LLC | 89,401 | $806K | 0.2% | +26.0% | 0.275% | |
11/15/2021 | Oracle Investment Management Inc. | 1,199,960 | $12.38M | 1.5% | +38.2% | 3.685% | |
11/15/2021 | Penserra Capital Management LLC | 48,114 | $496K | 0.0% | N/A | 0.148% | |
11/12/2021 | Geode Capital Management LLC | 304,019 | $3.14M | 0.0% | +5.5% | 0.934% | |
11/12/2021 | Vident Investment Advisory LLC | 36,942 | $381K | 0.0% | N/A | 0.113% | |
11/10/2021 | Citigroup Inc. | 2,397 | $25K | 0.0% | +177.8% | 0.007% | |
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11/9/2021 | BlackRock Inc. | 879,458 | $9.08M | 0.0% | +1.8% | 2.701% | |
11/2/2021 | New York State Common Retirement Fund | 9,479 | $98K | 0.0% | -38.8% | 0.029% | |
8/17/2021 | Oracle Investment Management Inc. | 868,342 | $10.92M | 1.5% | +458.6% | 2.669% | |
8/16/2021 | California State Teachers Retirement System | 24,967 | $314K | 0.0% | N/A | 0.077% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 46,033 | $579K | 0.0% | N/A | 0.141% | |
8/16/2021 | State Street Corp | 247,069 | $3.11M | 0.0% | N/A | 0.759% | |
8/16/2021 | Nuveen Asset Management LLC | 29,305 | $368K | 0.0% | N/A | 0.090% | |
8/13/2021 | Renaissance Technologies LLC | 23,200 | $292K | 0.0% | N/A | 0.071% | |
8/13/2021 | Northern Trust Corp | 64,934 | $816K | 0.0% | N/A | 0.200% | |
8/13/2021 | Geode Capital Management LLC | 288,263 | $3.62M | 0.0% | +1,922.9% | 0.886% | |
8/13/2021 | Vanguard Group Inc. | 859,296 | $10.80M | 0.0% | N/A | 2.641% | |
8/12/2021 | Legal & General Group Plc | 2,670 | $34K | 0.0% | N/A | 0.008% | |
8/12/2021 | JPMorgan Chase & Co. | 6,968 | $88K | 0.0% | N/A | 0.021% | |
8/11/2021 | Bank of New York Mellon Corp | 41,687 | $524K | 0.0% | N/A | 0.128% | |
8/11/2021 | BlackRock Inc. | 863,677 | $10.86M | 0.0% | N/A | 2.654% | |
8/11/2021 | Deutsche Bank AG | 10,774 | $135K | 0.0% | N/A | 0.033% | |
8/11/2021 | Susquehanna International Group LLP | 33,178 | $417K | 0.0% | +86.7% | 0.102% | |
8/5/2021 | Rhumbline Advisers | 10,258 | $129K | 0.0% | N/A | 0.032% | |
8/2/2021 | New York State Common Retirement Fund | 15,500 | $195K | 0.0% | N/A | 0.048% | |
5/18/2021 | Millennium Management LLC | 158,992 | $1.61M | 0.0% | N/A | 0.000% | |
5/18/2021 | Oracle Investment Management Inc. | 155,440 | $1.57M | 0.2% | N/A | 0.000% | |
5/17/2021 | Royal Bank of Canada | 6,748 | $68K | 0.0% | N/A | 0.000% | |
5/17/2021 | Goldman Sachs Group Inc. | 10,650 | $108K | 0.0% | N/A | 0.000% | |
5/12/2021 | Geode Capital Management LLC | 14,250 | $144K | 0.0% | N/A | 0.000% | |