2/13/2025 | 1607 Capital Partners LLC | 524,932 | $3.18M | 0.3% | +1.7% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 5,575,283 | $33.73M | 0.8% | +3.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 10,456 | $63K | 0.0% | +50.4% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 106,618 | $645K | 0.1% | +22.5% | 0.000% | |
1/17/2025 | Transform Wealth LLC | 53,860 | $326K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 132,087 | $840K | 0.0% | N/A | 1.396% | |
11/7/2024 | Aviance Capital Partners LLC | 87,058 | $554K | 0.1% | -12.0% | 0.920% | |
4/18/2024 | Aviance Capital Partners LLC | 109,343 | $666K | 0.1% | -5.6% | 1.156% | |
2/12/2024 | Relative Value Partners Group LLC | 182,791 | $1.08M | 0.1% | -1.0% | 1.932% | |
2/6/2024 | Aviance Capital Partners LLC | 115,805 | $684K | 0.1% | -13.4% | 1.224% | |
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11/7/2023 | Aviance Capital Partners LLC | 133,782 | $751K | 0.2% | -13.6% | 1.414% | |
10/11/2023 | Transform Wealth LLC | 26,244 | $148K | 0.0% | -49.8% | 0.277% | |
8/10/2023 | Sit Investment Associates Inc. | 4,440,219 | $25.75M | 0.7% | +1.6% | 46.937% | |
8/4/2023 | Aviance Capital Partners LLC | 154,892 | $898K | 0.2% | -1.7% | 1.637% | |
7/18/2023 | Stratos Wealth Partners LTD. | 12,318 | $71K | 0.0% | -12.9% | 0.130% | |
6/28/2023 | Relative Value Partners Group LLC | 201,252 | $1.17M | 0.1% | -29.1% | 2.127% | |
5/15/2023 | Relative Value Partners Group LLC | 201,252 | $1.17M | 0.1% | -29.1% | 2.127% | |
4/14/2023 | Transform Wealth LLC | 52,042 | $304K | 0.0% | +100.8% | 0.550% | |
2/10/2023 | Sit Investment Associates Inc. | 4,206,920 | $24.70M | 0.7% | +0.8% | 0.000% | |
2/7/2023 | Aviance Capital Partners LLC | 155,985 | $916K | 0.2% | -1.7% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 33,436 | $196K | 0.0% | -11.2% | 0.000% | |
1/13/2023 | Transform Wealth LLC | 25,912 | $152K | 0.0% | N/A | 0.274% | |
11/10/2022 | Relative Value Partners Group LLC | 287,331 | $1.70M | 0.1% | -1.7% | 3.037% | |
11/9/2022 | Aviance Capital Partners LLC | 158,697 | $935K | 0.2% | -4.9% | 1.677% | |
10/24/2022 | Stratos Wealth Partners LTD. | 14,140 | $83K | 0.0% | -33.9% | 0.149% | |
8/11/2022 | Sit Investment Associates Inc. | 4,120,260 | $25.13M | 0.8% | +3.1% | 43.555% | |
8/3/2022 | Janney Montgomery Scott LLC | 12,150 | $74K | 0.0% | N/A | 0.128% | |
7/22/2022 | Stratos Wealth Partners LTD. | 21,393 | $131K | 0.0% | +27.6% | 0.226% | |
5/17/2022 | 1607 Capital Partners LLC | 1,233,396 | $8.02M | 0.5% | +4.6% | 13.038% | |
5/12/2022 | Sit Investment Associates Inc. | 3,995,309 | $25.97M | 0.7% | +1.0% | 42.225% | |
5/6/2022 | Aviance Capital Partners LLC | 167,860 | $1.09M | 0.2% | +6.7% | 1.774% | |
4/27/2022 | ProVise Management Group LLC | 10,900 | $71K | 0.0% | -60.3% | 0.115% | |
4/26/2022 | Kestra Advisory Services LLC | 30,217 | $196K | 0.0% | N/A | 0.319% | |
4/21/2022 | BCK Partners Inc. | 25,582 | $166K | 0.1% | N/A | 0.270% | |
2/7/2022 | Concourse Financial Group Securities Inc. | 39,811 | $302K | 0.0% | +9.7% | 0.421% | |
2/7/2022 | Shaker Financial Services LLC | 10,349 | $78K | 0.0% | -51.7% | 0.109% | |
2/7/2022 | Aviance Capital Partners LLC | 157,248 | $1.19M | 0.2% | -2.5% | 1.662% | |
1/19/2022 | BNC Wealth Management LLC | 10,658 | $81K | 0.0% | N/A | 0.113% | |
11/12/2021 | Sit Investment Associates Inc. | 3,873,836 | $29.08M | 0.8% | +0.3% | 40.941% | |
11/2/2021 | Shaker Financial Services LLC | 21,438 | $161K | 0.1% | +58.8% | 0.227% | |
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8/13/2021 | Sit Investment Associates Inc. | 3,861,708 | $28.82M | 0.7% | +1.2% | 40.813% | |
8/12/2021 | Relative Value Partners Group LLC | 300,445 | $2.25M | 0.2% | +19.3% | 3.175% | |
8/6/2021 | Aviance Capital Partners LLC | 130,164 | $972K | 0.2% | +19.9% | 1.376% | |
8/4/2021 | Shaker Financial Services LLC | 13,500 | $101K | 0.0% | N/A | 0.143% | |
8/1/2021 | Strategic Capital Advisers Inc. | 25,330 | $189K | 0.2% | +17.7% | 0.268% | |
5/21/2021 | Citadel Advisors LLC | 13,948 | $101K | 0.0% | N/A | 0.147% | |
5/18/2021 | 1607 Capital Partners LLC | 1,183,405 | $8.60M | 0.4% | +4.2% | 12.507% | |
5/18/2021 | Morgan Stanley | 95,994 | $697K | 0.0% | -6.3% | 1.015% | |
5/18/2021 | Citadel Advisors LLC | 13,948 | $101K | 0.0% | N/A | 0.147% | |
5/13/2021 | Wolverine Asset Management LLC | 22,203 | $161K | 0.0% | +804.0% | 0.235% | |
5/13/2021 | Sit Investment Associates Inc. | 3,814,903 | $27.72M | 0.7% | -1.1% | 40.318% | |
5/12/2021 | Relative Value Partners Group LLC | 251,736 | $1.84M | 0.2% | +15.6% | 2.660% | |
5/7/2021 | Sowell Financial Services LLC | 7,594 | $56K | 0.0% | N/A | 0.080% | |
4/29/2021 | Aviance Capital Partners LLC | 108,529 | $788K | 0.2% | +21.6% | 1.147% | |
3/19/2021 | Valley Brook Capital Group | 6,200 | $44K | 0.0% | N/A | 0.066% | |
2/9/2021 | Wells Fargo & Company MN | 5,250 | $38K | 0.0% | -22.2% | 0.055% | |