10/16/2024 | Regent Peak Wealth Advisors LLC | 29,787 | $36K | 0.0% | N/A | 0.072% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 25,535 | $44K | 0.0% | +47.1% | 0.062% | |
8/9/2024 | Renaissance Technologies LLC | 33,300 | $57K | 0.0% | +69.9% | 0.081% | |
5/20/2024 | Virtu Financial LLC | 74,374 | $65K | 0.0% | +207.3% | 0.182% | |
2/14/2024 | Pinnacle Holdings LLC | 329,844 | $333K | 0.1% | +17.8% | 0.806% | |
1/17/2024 | SignalPoint Asset Management LLC | 49,796 | $50K | 0.0% | +100.0% | 0.122% | |
|
1/16/2024 | Raymond James & Associates | 50,890 | $51K | 0.0% | -42.6% | 0.125% | |
11/15/2023 | MSD Partners L.P. | 228,000 | $196K | 0.0% | -13.9% | 0.558% | |
10/24/2023 | Raymond James & Associates | 88,605 | $76K | 0.0% | -31.1% | 0.217% | |
8/11/2023 | PEAK6 Investments LLC | 126,548 | $323K | 0.0% | N/A | 0.312% | |
8/7/2023 | Acadian Asset Management LLC | 113,342 | $288K | 0.0% | -15.4% | 0.279% | |
8/7/2023 | Royce & Associates LP | 536,557 | $1.37M | 0.0% | -28.6% | 1.321% | |
7/25/2023 | Raymond James & Associates | 128,690 | $328K | 0.0% | -16.0% | 0.317% | |
5/23/2023 | Royce & Associates LP | 751,557 | $1.78M | 0.0% | +58.8% | 1.850% | |
5/12/2023 | Pinnacle Holdings LLC | 246,774 | $585K | 0.3% | +6.1% | 0.608% | |
5/8/2023 | Federated Hermes Inc. | 41,602 | $99K | 0.0% | -14.7% | 0.103% | |
5/4/2023 | Royce & Associates LP | 751,557 | $1.78M | 0.0% | +58.8% | 1.852% | |
4/14/2023 | Raymond James & Associates | 153,190 | $363K | 0.0% | -3.7% | 0.378% | |
2/13/2023 | GSA Capital Partners LLP | 310,005 | $474K | 0.1% | +6.8% | 0.852% | |
2/2/2023 | Raymond James Trust N.A. | 20,000 | $31K | 0.0% | -34.0% | 0.055% | |
1/27/2023 | SignalPoint Asset Management LLC | 27,443 | $42K | 0.0% | +22.9% | 0.075% | |
11/15/2022 | Koss Olinger Consulting LLC | 51,256 | $85K | 0.0% | +65.2% | 0.141% | |
11/14/2022 | Annandale Capital LLC | 358,486 | $592K | 0.2% | N/A | 0.988% | |
11/14/2022 | Ergoteles LLC | 88,913 | $147K | 0.0% | -17.7% | 0.245% | |
11/4/2022 | Russell Investments Group Ltd. | 130,371 | $215K | 0.0% | -60.3% | 0.359% | |
11/3/2022 | Royce & Associates LP | 1,004,727 | $1.66M | 0.0% | -47.6% | 2.769% | |
10/25/2022 | Raymond James & Associates | 229,746 | $379K | 0.0% | -21.5% | 0.633% | |
10/24/2022 | Annex Advisory Services LLC | 102,608 | $169K | 0.0% | +361.3% | 0.283% | |
9/16/2022 | Federated Hermes Inc. | 46,681 | $102K | 0.0% | +95.8% | 0.129% | |
8/11/2022 | Pinnacle Holdings LLC | 202,932 | $444K | 0.2% | +4.2% | 0.559% | |
8/4/2022 | Royce & Associates LP | 1,916,186 | $4.20M | 0.0% | +1.9% | 5.303% | |
7/29/2022 | Russell Investments Group Ltd. | 328,287 | $717K | 0.0% | +18.3% | 0.909% | |
7/25/2022 | SignalPoint Asset Management LLC | 18,030 | $39K | 0.0% | N/A | 0.050% | |
7/8/2022 | Koss Olinger Consulting LLC | 31,023 | $68K | 0.0% | +54.9% | 0.086% | |
5/11/2022 | First Eagle Investment Management LLC | 297,431 | $1.31M | 0.0% | +92.0% | 0.827% | |
5/11/2022 | State of Tennessee Treasury Department | 41,400 | $182K | 0.0% | +49.5% | 0.115% | |
5/6/2022 | Koss Olinger Consulting LLC | 20,029 | $88K | 0.0% | N/A | 0.056% | |
5/5/2022 | Royce & Associates LP | 1,879,686 | $8.27M | 0.1% | +4.7% | 5.227% | |
5/5/2022 | Russell Investments Group Ltd. | 277,414 | $1.22M | 0.0% | -5.7% | 0.771% | |
5/3/2022 | International Assets Investment Management LLC | 21,000 | $92K | 0.0% | N/A | 0.058% | |
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4/27/2022 | Comerica Bank | 225,726 | $880K | 0.0% | -4.2% | 0.628% | |
4/26/2022 | Kestra Advisory Services LLC | 33,880 | $149K | 0.0% | +22.0% | 0.094% | |
4/19/2022 | Wedbush Securities Inc. | 19,650 | $86K | 0.0% | -41.9% | 0.055% | |
4/16/2022 | Annex Advisory Services LLC | 18,447 | $81K | 0.0% | N/A | 0.051% | |
4/12/2022 | Wedge Capital Management L L P NC | 790,913 | $3.48M | 0.0% | -1.2% | 2.199% | |
2/14/2022 | GSA Capital Partners LLP | 75,773 | $424K | 0.1% | N/A | 0.211% | |
2/11/2022 | Renaissance Technologies LLC | 676,930 | $3.79M | 0.0% | +81.7% | 1.882% | |
2/10/2022 | First Eagle Investment Management LLC | 154,893 | $867K | 0.0% | +209.8% | 0.431% | |
2/10/2022 | WINTON GROUP Ltd | 10,892 | $61K | 0.0% | -81.8% | 0.030% | |
2/10/2022 | Connor Clark & Lunn Investment Management Ltd. | 22,251 | $125K | 0.0% | +10.0% | 0.062% | |
2/9/2022 | BNP Paribas Arbitrage SA | 214,218 | $1.20M | 0.0% | +1,995.2% | 0.596% | |
2/9/2022 | Dimensional Fund Advisors LP | 845,120 | $4.73M | 0.0% | -4.6% | 2.350% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 32,944 | $184K | 0.0% | -8.4% | 0.092% | |
2/8/2022 | Acuitas Investments LLC | 341,185 | $1.91M | 0.8% | -36.3% | 0.949% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 28,273 | $158K | 0.0% | -68.2% | 0.079% | |
2/8/2022 | Bank of America Corp DE | 358,177 | $2.01M | 0.0% | -23.9% | 0.996% | |
2/8/2022 | Raymond James & Associates | 332,180 | $1.86M | 0.0% | -11.1% | 0.924% | |
2/8/2022 | First Trust Advisors LP | 51,235 | $287K | 0.0% | +14.1% | 0.142% | |
2/8/2022 | Northern Trust Corp | 334,818 | $1.88M | 0.0% | -5.9% | 0.931% | |
2/7/2022 | SG Americas Securities LLC | 10,668 | $60K | 0.0% | -54.4% | 0.030% | |
2/7/2022 | American Century Companies Inc. | 91,702 | $514K | 0.0% | +36.3% | 0.255% | |
2/7/2022 | Royce & Associates LP | 1,794,686 | $10.05M | 0.1% | +2.6% | 4.990% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 23,000 | $129K | 0.0% | -10.4% | 0.064% | |
2/3/2022 | Advisor Group Holdings Inc. | 10,861 | $61K | 0.0% | +60.0% | 0.030% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 185,189 | $1.04M | 0.0% | N/A | 0.515% | |
1/24/2022 | Wedge Capital Management L L P NC | 800,916 | $4.49M | 0.1% | -7.1% | 2.227% | |
1/21/2022 | Russell Investments Group Ltd. | 294,182 | $1.65M | 0.0% | -4.6% | 0.818% | |
1/20/2022 | Kestra Advisory Services LLC | 27,780 | $156K | 0.0% | -10.4% | 0.077% | |
1/14/2022 | Mesirow Financial Investment Management Inc. | 37,863 | $212K | 0.6% | N/A | 0.105% | |
11/22/2021 | Seaport Global Asset Management LLC | 11,000 | $84K | 0.2% | N/A | 0.031% | |
11/22/2021 | Comerica Bank | 241,259 | $1.90M | 0.0% | +28.9% | 0.671% | |
11/16/2021 | Schonfeld Strategic Advisors LLC | 57,690 | $442K | 0.0% | -90.9% | 0.161% | |
11/16/2021 | Squarepoint Ops LLC | 17,218 | $132K | 0.0% | -46.8% | 0.048% | |
11/16/2021 | Two Sigma Advisers LP | 654,400 | $5.01M | 0.0% | +25.0% | 1.823% | |
11/16/2021 | Two Sigma Investments LP | 621,970 | $4.76M | 0.0% | -20.2% | 1.733% | |
11/16/2021 | Voloridge Investment Management LLC | 33,426 | $256K | 0.0% | -69.4% | 0.093% | |
11/16/2021 | Metropolitan Life Insurance Co NY | 9,471 | $73K | 0.0% | N/A | 0.026% | |
11/16/2021 | Millennium Management LLC | 325,139 | $2.49M | 0.0% | -16.8% | 0.906% | |
11/16/2021 | MSD Partners L.P. | 264,723 | $2.03M | 0.1% | -20.0% | 0.738% | |
11/16/2021 | Cornercap Investment Counsel Inc. | 141,704 | $1.09M | 0.1% | +13.9% | 0.395% | |
11/15/2021 | Cubist Systematic Strategies LLC | 49,958 | $383K | 0.0% | -48.7% | 0.139% | |
11/15/2021 | Dynamic Technology Lab Private Ltd | 52,799 | $404K | 0.0% | N/A | 0.147% | |
11/15/2021 | Dimensional Fund Advisors LP | 885,688 | $6.79M | 0.0% | -17.8% | 2.468% | |
11/15/2021 | Martingale Asset Management L P | 21,755 | $167K | 0.0% | -60.6% | 0.061% | |
11/12/2021 | Renaissance Technologies LLC | 372,614 | $2.85M | 0.0% | +102.4% | 1.038% | |
11/12/2021 | Pinnacle Holdings LLC | 91,319 | $700K | 0.3% | +3.7% | 0.254% | |
11/12/2021 | The Manufacturers Life Insurance Company | 19,752 | $151K | 0.0% | -6.0% | 0.055% | |
11/12/2021 | Geode Capital Management LLC | 799,574 | $6.12M | 0.0% | +2.2% | 2.228% | |
11/12/2021 | Connor Clark & Lunn Investment Management Ltd. | 20,229 | $155K | 0.0% | N/A | 0.056% | |
11/10/2021 | American Century Companies Inc. | 67,301 | $516K | 0.0% | +16.2% | 0.188% | |
True paradigm shift (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
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11/10/2021 | Goldman Sachs Group Inc. | 41,236 | $315K | 0.0% | -54.6% | 0.115% | |
11/10/2021 | Panagora Asset Management Inc. | 89,240 | $684K | 0.0% | +13.1% | 0.249% | |
11/10/2021 | Citigroup Inc. | 3,640 | $28K | 0.0% | +123.0% | 0.010% | |
11/9/2021 | Barclays PLC | 25,790 | $197K | 0.0% | +369.3% | 0.072% | |
11/9/2021 | BlackRock Inc. | 2,456,863 | $18.82M | 0.0% | +2.9% | 6.846% | |
11/8/2021 | Russell Investments Group Ltd. | 308,230 | $2.36M | 0.0% | +175.2% | 0.859% | |
11/5/2021 | Advisor Group Holdings Inc. | 6,790 | $52K | 0.0% | +708.3% | 0.019% | |
11/4/2021 | Deutsche Bank AG | 66,954 | $513K | 0.0% | -76.7% | 0.187% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 35,951 | $275K | 0.0% | +4.1% | 0.100% | |
11/2/2021 | Raymond James & Associates | 373,831 | $2.86M | 0.0% | -7.9% | 1.042% | |