5/16/2024 | Levin Capital Strategies L.P. | 145,000 | $157K | 0.0% | +93.3% | 0.069% | |
5/16/2024 | Jacobs Levy Equity Management Inc. | 603,859 | $652K | 0.0% | -18.5% | 0.287% | |
5/14/2024 | Archon Capital Management LLC | 325,564 | $352K | 0.1% | N/A | 0.155% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 100,000 | $108K | 0.0% | +42.9% | 0.047% | |
5/10/2024 | Acadian Asset Management LLC | 133,765 | $144K | 0.0% | -48.9% | 0.064% | |
5/10/2024 | Vanguard Group Inc. | 7,885,238 | $8.52M | 0.0% | +2.9% | 3.789% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 87,180 | $94K | 0.0% | +645.1% | 0.042% | |
5/7/2024 | SG Americas Securities LLC | 49,582 | $54K | 0.0% | -35.9% | 0.024% | |
5/3/2024 | GSA Capital Partners LLP | 559,008 | $604K | 0.0% | +3.0% | 0.269% | |
5/3/2024 | Nikko Asset Management Americas Inc. | 803,947 | $868K | 0.0% | -12.9% | 0.386% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 421,296 | $455K | 0.0% | +15.3% | 0.202% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 803,947 | $868K | 0.0% | -12.9% | 0.386% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 70,000 | $76K | 0.0% | +40.0% | 0.034% | |
2/8/2024 | Nikko Asset Management Americas Inc. | 923,157 | $997K | 0.0% | -2.1% | 0.446% | |
2/6/2024 | Private Advisor Group LLC | 26,143 | $28K | 0.0% | N/A | 0.013% | |
1/31/2024 | Zazove Associates LLC | 580,449 | $627K | 0.1% | +1,060.9% | 0.280% | |
1/31/2024 | Daiwa Securities Group Inc. | 52,209 | $56K | 0.0% | +38.2% | 0.025% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 923,157 | $997K | 0.0% | -2.1% | 0.446% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 365,404 | $395K | 0.0% | -5.5% | 0.176% | |
1/19/2024 | Quent Capital LLC | 73,000 | $79K | 0.0% | +37.7% | 0.035% | |
1/17/2024 | ARK Investment Management LLC | 13,688,534 | $14.78M | 0.1% | +7.7% | 6.609% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 141,983 | $153K | 0.0% | +13.7% | 0.069% | |
1/16/2024 | Raymond James & Associates | 760,301 | $821K | 0.0% | -18.9% | 0.367% | |
1/12/2024 | SG Americas Securities LLC | 77,308 | $83K | 0.0% | -48.3% | 0.037% | |
1/5/2024 | Capital Investment Advisors LLC | 51,515 | $56K | 0.0% | +24.1% | 0.025% | |
1/5/2024 | Green Alpha Advisors LLC | 162,448 | $175K | 0.1% | +203.3% | 0.078% | |
11/8/2023 | State Board of Administration of Florida Retirement System | 329,529 | $389K | 0.0% | +731.9% | 0.159% | |
11/8/2023 | Pathstone Family Office LLC | 52,833 | $62K | 0.0% | +162.9% | 0.026% | |
11/8/2023 | Swiss National Bank | 331,700 | $391K | 0.0% | +7.6% | 0.161% | |
11/7/2023 | Barclays PLC | 64,386 | $77K | 0.0% | +20.9% | 0.031% | |
11/6/2023 | Centric Wealth Management | 200,512 | $237K | 0.1% | N/A | 0.097% | |
10/31/2023 | Levin Capital Strategies L.P. | 75,000 | $88K | 0.0% | +200.0% | 0.036% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 27,302 | $32K | 0.0% | -34.7% | 0.013% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 386,800 | $456K | 0.0% | -11.5% | 0.187% | |
10/24/2023 | Bank of New York Mellon Corp | 584,338 | $690K | 0.0% | +2.1% | 0.283% | |
10/24/2023 | Raymond James & Associates | 938,049 | $1.11M | 0.0% | -4.5% | 0.454% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,537 | $60K | 0.0% | -34.3% | 0.024% | |
10/18/2023 | ARK Investment Management LLC | 12,715,274 | $15.00M | 0.1% | -0.3% | 6.154% | |
10/13/2023 | SG Americas Securities LLC | 149,420 | $176K | 0.0% | +742.2% | 0.072% | |
10/10/2023 | Green Alpha Advisors LLC | 53,556 | $63K | 0.0% | N/A | 0.026% | |
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9/21/2023 | Barclays PLC | 53,274 | $123K | 0.0% | -21.1% | 0.026% | |
8/11/2023 | ExodusPoint Capital Management LP | 137,145 | $315K | 0.0% | N/A | 0.067% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 437,042 | $1.01M | 0.0% | +3.7% | 0.214% | |
8/10/2023 | Rinkey Investments | 19,000 | $44K | 0.0% | +50.8% | 0.009% | |
8/10/2023 | Cetera Investment Advisers | 1,378,871 | $3.17M | 0.0% | -1.7% | 0.676% | |
8/8/2023 | Chicago Partners Investment Group LLC | 10,972 | $26K | 0.0% | -33.1% | 0.005% | |
8/7/2023 | Principal Financial Group Inc. | 46,089 | $106K | 0.0% | +12.1% | 0.023% | |
8/3/2023 | Atria Wealth Solutions Inc. | 23,200 | $53K | 0.0% | N/A | 0.011% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 121,422 | $279K | 0.0% | -7.3% | 0.060% | |
8/2/2023 | Bank of Montreal Can | 19,901 | $47K | 0.0% | N/A | 0.010% | |
8/1/2023 | Arizona State Retirement System | 39,776 | $91K | 0.0% | +21.3% | 0.020% | |
7/31/2023 | Levin Capital Strategies L.P. | 25,000 | $58K | 0.0% | -19.4% | 0.012% | |
7/31/2023 | Daiwa Securities Group Inc. | 37,783 | $87K | 0.0% | +47.6% | 0.019% | |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 942,906 | $2.17M | 0.0% | +158.8% | 0.462% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 43,610 | $100K | 0.0% | +183.2% | 0.021% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 135,849 | $312K | 0.0% | +7.1% | 0.067% | |
7/25/2023 | Raymond James & Associates | 981,741 | $2.26M | 0.0% | +60.3% | 0.481% | |
7/25/2023 | Summit Trail Advisors LLC | 26,786 | $62K | 0.0% | N/A | 0.013% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 41,813 | $96K | 0.0% | N/A | 0.021% | |
7/21/2023 | Creative Planning | 24,655 | $57K | 0.0% | +27.4% | 0.012% | |
7/20/2023 | Lazari Capital Management Inc. | 29,722 | $68K | 0.0% | N/A | 0.015% | |
7/20/2023 | Exchange Traded Concepts LLC | 677,532 | $1.56M | 0.0% | +16.2% | 0.332% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 41,813 | $96K | 0.0% | N/A | 0.021% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 28,807 | $66K | 0.0% | +31.4% | 0.014% | |
7/12/2023 | 180 Wealth Advisors LLC | 69,140 | $164K | 0.0% | +14.4% | 0.034% | |
7/11/2023 | Capital Investment Advisors LLC | 29,715 | $68K | 0.0% | +48.1% | 0.015% | |
7/10/2023 | Quent Capital LLC | 48,000 | $110K | 0.0% | N/A | 0.024% | |
7/10/2023 | ARK Investment Management LLC | 12,749,251 | $29.32M | 0.2% | +35.0% | 6.252% | |
6/1/2023 | Prelude Capital Management LLC | 37,258 | $70K | 0.0% | -23.5% | 0.018% | |
5/11/2023 | Texas Capital Bank Wealth Management Services Inc. | 50,000 | $94K | 0.0% | +66.7% | 0.025% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 421,296 | $792K | 0.0% | +76.5% | 0.207% | |
5/4/2023 | Clear Harbor Asset Management LLC | 33,933 | $64K | 0.0% | +68.5% | 0.017% | |
5/3/2023 | Nikko Asset Management Americas Inc. | 364,346 | $659K | 0.0% | -6.1% | 0.179% | |
4/28/2023 | SG Americas Securities LLC | 16,428 | $31K | 0.0% | -68.7% | 0.008% | |
4/28/2023 | Janney Montgomery Scott LLC | 28,700 | $54K | 0.0% | -47.0% | 0.014% | |
4/27/2023 | Sumitomo Mitsui Trust Holdings Inc. | 364,346 | $685K | 0.0% | -6.1% | 0.179% | |
4/24/2023 | Levin Capital Strategies L.P. | 31,000 | $58K | 0.0% | -24.4% | 0.015% | |
4/17/2023 | ARK Investment Management LLC | 9,446,376 | $17.76M | 0.1% | -5.5% | 4.643% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 126,794 | $238K | 0.0% | +10.9% | 0.062% | |
4/14/2023 | Raymond James & Associates | 612,500 | $1.15M | 0.0% | +16.3% | 0.301% | |
4/12/2023 | Exchange Traded Concepts LLC | 582,945 | $1.10M | 0.0% | +40.3% | 0.287% | |
4/10/2023 | Capital Investment Advisors LLC | 20,065 | $38K | 0.0% | N/A | 0.010% | |
4/7/2023 | 180 Wealth Advisors LLC | 60,437 | $114K | 0.0% | +12.5% | 0.030% | |
4/7/2023 | Monterey Private Wealth Inc. | 17,603 | $33K | 0.0% | -50.6% | 0.009% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 10,400 | $26K | 0.0% | N/A | 0.005% | |
2/24/2023 | Bridgewealth Advisory Group LLC | 30,012 | $74K | 0.1% | N/A | 0.015% | |
2/21/2023 | Wallace Advisory Group LLC | 10,336 | $25K | 0.0% | N/A | 0.005% | |
2/14/2023 | Alpine Global Management LLC | 40,562 | $100K | 0.0% | N/A | 0.020% | |
2/13/2023 | Nikko Asset Management Americas Inc. | 387,888 | $954K | 0.0% | -5.8% | 0.193% | |
2/13/2023 | Levin Capital Strategies L.P. | 41,000 | $101K | 0.0% | +272.7% | 0.020% | |
The CHIPS Act Motherlode (Ad) If you haven’t heard yet, the CHIPS Act is the US government pouring $280 BILLION into the manufacturing of US semiconductors.
A lot of companies will make a fortune from this. Click here to see my #1 investment for 2024. |
2/13/2023 | GSA Capital Partners LLP | 191,721 | $472K | 0.1% | N/A | 0.096% | |
2/10/2023 | Gardner Lewis Asset Management L P | 20,000 | $49K | 0.0% | -86.2% | 0.010% | |
2/10/2023 | Game Plan Financial Advisors LLC | 28,200 | $69K | 0.1% | +27.0% | 0.014% | |
2/9/2023 | Texas Capital Bank Wealth Management Services Inc. | 30,000 | $74K | 0.0% | N/A | 0.015% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 238,682 | $587K | 0.0% | -26.2% | 0.119% | |
2/9/2023 | Cranbrook Wealth Management LLC | 20,000 | $49K | 0.0% | N/A | 0.010% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 114,324 | $281K | 0.0% | +7.1% | 0.057% | |
2/8/2023 | Raymond James & Associates | 526,790 | $1.30M | 0.0% | -3.6% | 0.263% | |
2/8/2023 | Swiss National Bank | 271,700 | $668K | 0.0% | +2.2% | 0.135% | |
2/7/2023 | Commonwealth Equity Services LLC | 66,356 | $163K | 0.0% | -44.6% | 0.033% | |