1/17/2025 | Simon Quick Advisors LLC | 74,510 | $264K | 0.0% | +107.7% | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 58,903 | $209K | 0.0% | +196.9% | 0.001% | |
1/16/2025 | Crossmark Global Holdings Inc. | 208,369 | $737K | 0.0% | +100.3% | 0.002% | |
1/16/2025 | Ballentine Partners LLC | 504,493 | $1.79M | 0.0% | +112.5% | 0.005% | |
1/16/2025 | Abacus Wealth Partners LLC | 34,692 | $123K | 0.0% | +218.5% | 0.000% | |
1/16/2025 | Bridgewater Advisors Inc. | 190,996 | $649K | 0.1% | +109.8% | 0.002% | |
1/15/2025 | Aaron Wealth Advisors LLC | 17,934 | $63K | 0.0% | N/A | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 35,556 | $126K | 0.0% | +100.0% | 0.000% | |
1/15/2025 | Cherrydale Wealth Management LLC | 41,168 | $146K | 0.1% | +100.0% | 0.000% | |
1/15/2025 | Ritholtz Wealth Management | 259,503 | $919K | 0.0% | +127.9% | 0.002% | |
|
1/14/2025 | Essex Savings Bank | 27,310 | $96K | 0.0% | +100.0% | 0.000% | |
1/14/2025 | Kathmere Capital Management LLC | 19,513 | $69K | 0.0% | N/A | 0.000% | |
1/13/2025 | Sivia Capital Partners LLC | 150,114 | $531K | 0.3% | +96.0% | 0.001% | |
1/13/2025 | Fragasso Financial Advisors Inc | 13,188 | $47K | 0.0% | N/A | 0.000% | |
1/13/2025 | Aprio Wealth Management LLC | 52,339 | $185K | 0.0% | +246.9% | 0.001% | |
1/10/2025 | Ridgewood Investments LLC | 7,114 | $25K | 0.0% | +100.0% | 0.000% | |
1/8/2025 | Fulton Bank N.A. | 12,486 | $44K | 0.0% | N/A | 0.000% | |
1/7/2025 | Diversified Trust Co | 89,056 | $315K | 0.0% | +361.4% | 0.001% | |
1/6/2025 | Nordea Investment Management AB | 1,650,139 | $5.87M | 0.0% | -18.0% | 0.016% | |
1/3/2025 | GAMMA Investing LLC | 23,099 | $82K | 0.0% | +161.3% | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 6,178,324 | $40.04M | 0.0% | -11.6% | 0.059% | |
12/10/2024 | DGS Capital Management LLC | 195,441 | $1.27M | 0.3% | +4.5% | 0.002% | |
11/27/2024 | Franklin Resources Inc. | 35,371 | $233K | 0.0% | +9.1% | 0.000% | |
11/19/2024 | TCW Group Inc. | 235,350 | $1.53M | 0.0% | -7.6% | 0.005% | |
11/16/2024 | Geode Capital Management LLC | 62,537 | $405K | 0.0% | -35.5% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 107,401 | $696K | 0.0% | N/A | 0.002% | |
11/15/2024 | XTX Topco Ltd | 53,616 | $347K | 0.0% | N/A | 0.001% | |
11/15/2024 | Jane Street Group LLC | 480,054 | $3.11M | 0.0% | -72.1% | 0.009% | |
11/15/2024 | Wellington Management Group LLP | 1,317,780 | $8.54M | 0.0% | -16.7% | 0.025% | |
11/15/2024 | State Street Corp | 10,826,697 | $70.16M | 0.0% | +0.8% | 0.207% | |
11/15/2024 | Quantinno Capital Management LP | 108,360 | $702K | 0.0% | N/A | 0.002% | |
11/15/2024 | Pinpoint Asset Management Ltd | 415,500 | $2.69M | 0.6% | -13.7% | 0.008% | |
11/15/2024 | Centiva Capital LP | 21,627 | $140K | 0.0% | N/A | 0.000% | |
11/14/2024 | Capstone Investment Advisors LLC | 143,099 | $927K | 0.0% | -52.3% | 0.003% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 253,557 | $1.64M | 0.0% | +89.7% | 0.005% | |
11/13/2024 | Glenmede Trust Co. NA | 37,327 | $242K | 0.0% | +4.9% | 0.001% | |
11/13/2024 | Freedom Investment Management Inc. | 89,420 | $579K | 0.0% | -8.6% | 0.002% | |
11/13/2024 | Townsquare Capital LLC | 20,976 | $136K | 0.0% | N/A | 0.000% | |
11/13/2024 | BNP Paribas Financial Markets | 11,582,039 | $75.05M | 0.1% | -2.7% | 0.222% | |
11/13/2024 | FMR LLC | 166,071 | $1.08M | 0.0% | +62.0% | 0.003% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
11/13/2024 | Quantbot Technologies LP | 95,134 | $616K | 0.0% | -43.0% | 0.002% | |
11/13/2024 | Fisher Asset Management LLC | 3,802,182 | $24.64M | 0.0% | +72.2% | 0.073% | |
11/12/2024 | Penserra Capital Management LLC | 749,102 | $4.85M | 0.1% | -1.2% | 0.014% | |
11/12/2024 | Cerity Partners LLC | 229,004 | $1.48M | 0.0% | +40.4% | 0.004% | |
11/12/2024 | Citigroup Inc. | 842,893 | $5.46M | 0.0% | +8.5% | 0.016% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 1,610,319 | $10.44M | 0.1% | +116.8% | 0.031% | |
11/8/2024 | Segall Bryant & Hamill LLC | 94,100 | $610K | 0.0% | N/A | 0.002% | |
11/8/2024 | West Family Investments Inc. | 216,504 | $1.40M | 0.5% | -1.2% | 0.004% | |
11/8/2024 | Banque Cantonale Vaudoise | 27,099 | $176K | 0.0% | -6.7% | 0.001% | |
11/7/2024 | Caprock Group LLC | 160,470 | $1.04M | 0.0% | +6.5% | 0.003% | |
11/7/2024 | LMR Partners LLP | 897,852 | $5.82M | 0.0% | -10.7% | 0.017% | |
11/6/2024 | Natixis Advisors LLC | 160,905 | $1.04M | 0.0% | +42.3% | 0.003% | |
11/6/2024 | Cable Hill Partners LLC | 47,740 | $309K | 0.0% | +7.6% | 0.001% | |
11/6/2024 | Angeles Investment Advisors LLC | 54,748 | $355K | 0.0% | -7.1% | 0.001% | |
11/5/2024 | Victory Capital Management Inc. | 206,106 | $1.34M | 0.0% | +36.2% | 0.004% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 14,992 | $97K | 0.0% | +31.1% | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 12,517 | $81K | 0.0% | N/A | 0.000% | |
11/1/2024 | Verdence Capital Advisors LLC | 32,492 | $211K | 0.0% | N/A | 0.001% | |
10/31/2024 | Bridgewater Advisors Inc. | 91,041 | $614K | 0.1% | -4.1% | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 84,537 | $548K | 0.0% | -13.9% | 0.002% | |
10/30/2024 | PDS Planning Inc | 92,352 | $598K | 0.1% | +3.7% | 0.002% | |
10/30/2024 | QRG Capital Management Inc. | 29,244 | $190K | 0.0% | +13.2% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 1,441,760 | $9.34M | 0.0% | -10.4% | 0.028% | |
10/29/2024 | BSW Wealth Partners | 88,446 | $573K | 0.1% | +2.8% | 0.002% | |
10/29/2024 | Van ECK Associates Corp | 183,783 | $1.22M | 0.0% | -6.6% | 0.004% | |
10/28/2024 | US Bancorp DE | 331,214 | $2.15M | 0.0% | -5.6% | 0.006% | |
10/25/2024 | First Trust Direct Indexing L.P. | 213,661 | $1.39M | 0.1% | -5.1% | 0.004% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 44,823 | $290K | 0.0% | -29.4% | 0.001% | |
10/23/2024 | Ballentine Partners LLC | 237,457 | $1.54M | 0.0% | +3.5% | 0.005% | |
10/22/2024 | Greenleaf Trust | 90,666 | $588K | 0.0% | +156.3% | 0.002% | |
10/22/2024 | Waldron Private Wealth LLC | 49,603 | $321K | 0.0% | +34.3% | 0.001% | |
10/22/2024 | Signaturefd LLC | 299,128 | $1.94M | 0.0% | +3.2% | 0.006% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 132,675 | $860K | 0.0% | N/A | 0.003% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 11,015 | $71K | 0.0% | N/A | 0.000% | |
10/18/2024 | Blue Trust Inc. | 183,008 | $1.12M | 0.0% | +207.4% | 0.004% | |
10/11/2024 | Creative Planning | 1,337,344 | $8.67M | 0.0% | +24.6% | 0.026% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 110,000 | $713K | 0.0% | -8.3% | 0.002% | |
10/10/2024 | Ritholtz Wealth Management | 113,874 | $738K | 0.0% | +48.4% | 0.002% | |
10/10/2024 | First Affirmative Financial Network | 15,844 | $103K | 0.1% | +37.0% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 19,842 | $129K | 0.0% | +37.2% | 0.000% | |
10/8/2024 | Aprio Wealth Management LLC | 15,088 | $98K | 0.0% | N/A | 0.000% | |
10/7/2024 | Diversified Trust Co | 19,301 | $125K | 0.0% | N/A | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 8,841 | $57K | 0.0% | +37.8% | 0.000% | |
10/3/2024 | Abacus Wealth Partners LLC | 10,894 | $71K | 0.0% | N/A | 0.000% | |
8/16/2024 | Newport Capital Group LLC | 17,132 | $105K | 0.1% | N/A | 0.000% | |
8/16/2024 | Creative Planning | 1,073,419 | $6.55M | 0.0% | +26.8% | 0.021% | |
8/15/2024 | Millennium Management LLC | 5,622,699 | $34.30M | 0.0% | +67.6% | 0.108% | |
8/15/2024 | AQR Capital Management LLC | 694,610 | $4.22M | 0.0% | +12.9% | 0.013% | |
8/14/2024 | Squarepoint Ops LLC | 821,228 | $5.01M | 0.0% | +143.4% | 0.016% | |
8/14/2024 | Marshall Wace LLP | 1,310,519 | $7.99M | 0.0% | N/A | 0.025% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
8/14/2024 | Xponance Inc. | 15,866 | $97K | 0.0% | +21.7% | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 76,268 | $470K | 0.0% | +12.0% | 0.001% | |
8/14/2024 | Frank Rimerman Advisors LLC | 87,096 | $531K | 0.0% | N/A | 0.002% | |
8/13/2024 | Promethos Capital LLC | 1,396,969 | $8.44M | 3.1% | +0.2% | 0.027% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,087 | $80K | 0.0% | -39.2% | 0.000% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 528,618 | $3.22M | 0.1% | +10.4% | 0.010% | |
8/9/2024 | Renaissance Technologies LLC | 120,900 | $737K | 0.0% | N/A | 0.002% | |
8/9/2024 | Dimensional Fund Advisors LP | 774,867 | $4.73M | 0.0% | +38.3% | 0.015% | |
8/9/2024 | Angeles Investment Advisors LLC | 58,928 | $359K | 0.0% | -9.3% | 0.001% | |
8/8/2024 | SYM FINANCIAL Corp | 15,748 | $96K | 0.0% | N/A | 0.000% | |