12/26/2024 | JPMorgan Chase & Co. | 9,503 | $370K | 0.0% | +18.9% | 0.172% | |
12/3/2024 | Oddo BHF Asset Management Sas | 143,676 | $5.60M | 0.3% | N/A | 2.593% | |
11/19/2024 | Barclays PLC | 16,163 | $630K | 0.0% | +47.7% | 0.292% | |
11/16/2024 | Geode Capital Management LLC | 55,786 | $2.18M | 0.0% | +6.9% | 1.007% | |
11/15/2024 | Barclays PLC | 16,163 | $630K | 0.0% | +47.7% | 0.292% | |
11/15/2024 | Jane Street Group LLC | 21,373 | $833K | 0.0% | -54.7% | 0.386% | |
11/15/2024 | State Street Corp | 16,820 | $668K | 0.0% | -8.2% | 0.304% | |
11/15/2024 | Stifel Financial Corp | 14,267 | $556K | 0.0% | N/A | 0.258% | |
11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 5,187 | $202K | 0.0% | -28.6% | 0.094% | |
11/14/2024 | De Lisle Partners LLP | 46,943 | $1.83M | 0.3% | +30.3% | 0.847% | |
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11/13/2024 | The Manufacturers Life Insurance Company | 204,546 | $7.97M | 0.0% | -2.5% | 3.692% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 6,438 | $251K | 0.0% | N/A | 0.116% | |
10/29/2024 | PL Capital Advisors LLC | 611,759 | $23.84M | 8.0% | +1.1% | 11.063% | |
10/10/2024 | Ritholtz Wealth Management | 5,605 | $218K | 0.0% | N/A | 0.101% | |
9/16/2024 | Cubist Systematic Strategies LLC | 17,799 | $500K | 0.0% | N/A | 0.322% | |
9/16/2024 | Point72 Asia Singapore Pte. Ltd. | 7,269 | $204K | 0.0% | N/A | 0.131% | |
8/15/2024 | The Manufacturers Life Insurance Company | 209,781 | $5.90M | 0.0% | -1.2% | 3.800% | |
8/15/2024 | Endeavour Capital Advisors Inc. | 298,624 | $8.39M | 2.9% | +56.6% | 5.410% | |
8/15/2024 | Elizabeth Park Capital Advisors Ltd. | 78,462 | $2.21M | 1.9% | -22.4% | 1.421% | |
8/15/2024 | Point72 Asia Singapore Pte. Ltd. | 7,269 | $204K | 0.0% | N/A | 0.132% | |
8/14/2024 | Squarepoint Ops LLC | 8,430 | $237K | 0.0% | N/A | 0.153% | |
8/14/2024 | Cubist Systematic Strategies LLC | 17,799 | $500K | 0.0% | N/A | 0.322% | |
8/9/2024 | Dimensional Fund Advisors LP | 139,295 | $3.92M | 0.0% | -12.5% | 2.523% | |
8/8/2024 | American Century Companies Inc. | 11,997 | $337K | 0.0% | N/A | 0.217% | |
8/6/2024 | Acadian Asset Management LLC | 8,369 | $234K | 0.0% | -43.4% | 0.152% | |
8/1/2024 | Rhumbline Advisers | 1,447 | $41K | 0.0% | -78.6% | 0.026% | |
7/17/2024 | PL Capital Advisors LLC | 605,079 | $17.01M | 7.1% | +12.4% | 10.962% | |
5/10/2024 | Acadian Asset Management LLC | 14,779 | $440K | 0.0% | -10.0% | 0.268% | |
5/10/2024 | Vanguard Group Inc. | 281,299 | $8.40M | 0.0% | +0.6% | 5.096% | |
5/2/2024 | PL Capital Advisors LLC | 538,437 | $16.08M | 6.1% | +3.0% | 9.772% | |
5/1/2024 | BNP Paribas Financial Markets | 2,624 | $78K | 0.0% | +78.1% | 0.048% | |
2/15/2024 | Black Maple Capital Management LP | 35,563 | $1.12M | 0.9% | -14.7% | 0.649% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 6,438 | $203K | 0.0% | N/A | 0.117% | |
11/15/2023 | Kennedy Capital Management LLC | 21,955 | $588K | 0.0% | +20.7% | 0.401% | |
9/21/2023 | Barclays PLC | 14,688 | $366K | 0.0% | -6.1% | 0.268% | |
8/15/2023 | Black Maple Capital Management LP | 19,415 | $484K | 0.3% | N/A | 0.354% | |
8/11/2023 | The Manufacturers Life Insurance Company | 295,908 | $7.38M | 0.0% | -0.2% | 5.400% | |
8/10/2023 | PL Capital Advisors LLC | 522,649 | $13.03M | 5.2% | -2.1% | 9.537% | |
8/7/2023 | Acadian Asset Management LLC | 16,427 | $408K | 0.0% | -18.5% | 0.300% | |
8/4/2023 | American International Group Inc. | 2,522 | $63K | 0.0% | N/A | 0.046% | |
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8/3/2023 | Barclays PLC | 14,688 | $366K | 0.0% | -6.1% | 0.269% | |
8/2/2023 | Fourthstone LLC | 162,001 | $4.04M | 1.1% | -40.7% | 2.967% | |
7/26/2023 | Janney Montgomery Scott LLC | 15,908 | $397K | 0.0% | N/A | 0.291% | |
5/16/2023 | Fourthstone LLC | 273,222 | $9.17M | 3.2% | -35.6% | 5.004% | |
5/11/2023 | Acadian Asset Management LLC | 20,155 | $676K | 0.0% | -38.9% | 0.369% | |
5/10/2023 | Sonen Capital LLC | 16,000 | $537K | 0.9% | -23.8% | 0.293% | |
5/4/2023 | Barclays PLC | 15,639 | $525K | 0.0% | -3.6% | 0.287% | |
5/2/2023 | PL Capital Advisors LLC | 533,649 | $17.91M | 6.3% | -1.8% | 9.792% | |
2/13/2023 | The Manufacturers Life Insurance Company | 300,993 | $11.25M | 0.0% | -1.6% | 5.459% | |
2/9/2023 | HBK Sorce Advisory LLC | 30,330 | $1.13M | 0.0% | +100.4% | 0.550% | |
2/9/2023 | FJ Capital Management LLC | 390,070 | $14.59M | 1.7% | +30.0% | 7.074% | |
2/7/2023 | Commonwealth Equity Services LLC | 26,495 | $990K | 0.0% | -6.3% | 0.481% | |
2/6/2023 | Brinker Capital Investments LLC | 30,772 | $1.15M | 0.0% | -74.3% | 0.558% | |
2/2/2023 | Monarch Partners Asset Management LLC | 54,651 | $2.04M | 0.6% | -12.2% | 0.991% | |
1/27/2023 | First Bank & Trust | 7,085 | $265K | 0.1% | -36.0% | 0.128% | |
11/15/2022 | Prelude Capital Management LLC | 20,110 | $737K | 0.0% | +17.5% | 0.365% | |
11/7/2022 | PL Capital Advisors LLC | 543,649 | $19.16M | 5.6% | +17.3% | 9.859% | |
11/3/2022 | The Manufacturers Life Insurance Company | 306,030 | $11.22M | 0.0% | -2.4% | 5.550% | |
11/3/2022 | Barclays PLC | 13,961 | $512K | 0.0% | +2.3% | 0.253% | |
11/1/2022 | Brinker Capital Investments LLC | 119,762 | $4.39M | 0.1% | -11.1% | 2.174% | |
10/26/2022 | Truist Financial Corp | 14,101 | $517K | 0.0% | -19.0% | 0.256% | |
8/24/2022 | Prelude Capital Management LLC | 17,110 | $582K | 0.0% | -10.7% | 0.311% | |
8/13/2022 | PL Capital Advisors LLC | 463,649 | $15.05M | 4.3% | +12.1% | 8.416% | |
8/8/2022 | TownSquare Capital LLC | 40,001 | $1.36M | 0.0% | +24.1% | 0.726% | |
8/5/2022 | Connor Clark & Lunn Investment Management Ltd. | 7,009 | $238K | 0.0% | -4.5% | 0.127% | |
8/3/2022 | Envestnet Asset Management Inc. | 36,609 | $1.24M | 0.0% | +1.5% | 0.663% | |
8/2/2022 | First Horizon Advisors Inc. | 2,917 | $98K | 0.0% | -26.3% | 0.053% | |
8/1/2022 | Parallel Advisors LLC | 6,750 | $229K | 0.0% | +6.3% | 0.122% | |
7/22/2022 | First Bank & Trust | 10,943 | $372K | 0.1% | +5.5% | 0.198% | |
7/18/2022 | Brinker Capital Investments LLC | 134,644 | $4.58M | 0.1% | -11.4% | 2.438% | |
5/13/2022 | Elizabeth Park Capital Advisors Ltd. | 101,993 | $3.88M | 1.4% | +18.4% | 1.847% | |
5/12/2022 | Connor Clark & Lunn Investment Management Ltd. | 7,336 | $279K | 0.0% | -19.5% | 0.133% | |
5/10/2022 | First Horizon Advisors Inc. | 3,958 | $150K | 0.0% | -9.3% | 0.072% | |
5/10/2022 | Advisors Capital Management LLC | 70,519 | $2.68M | 0.1% | +12.4% | 1.277% | |
4/28/2022 | TownSquare Capital LLC | 32,240 | $1.23M | 0.0% | -1.9% | 0.586% | |
4/22/2022 | Truist Financial Corp | 17,506 | $665K | 0.0% | -9.5% | 0.318% | |
2/14/2022 | Elizabeth Park Capital Advisors Ltd. | 86,127 | $3.47M | 1.3% | N/A | 1.575% | |
2/11/2022 | Members Advisory Group LLC | 36,838 | $1.49M | 1.0% | N/A | 0.674% | |
2/10/2022 | Connor Clark & Lunn Investment Management Ltd. | 9,113 | $367K | 0.0% | -9.3% | 0.167% | |
2/10/2022 | Sonen Capital LLC | 21,000 | $846K | 0.8% | N/A | 0.384% | |
2/9/2022 | First Horizon Advisors Inc. | 4,365 | $176K | 0.0% | -8.5% | 0.080% | |
2/9/2022 | Dimensional Fund Advisors LP | 162,357 | $6.54M | 0.0% | -2.7% | 2.970% | |
2/8/2022 | Brinker Capital Investments LLC | 157,775 | $6.36M | 0.1% | -7.6% | 2.886% | |
2/3/2022 | Advisor Group Holdings Inc. | 5,927 | $239K | 0.0% | +16.4% | 0.108% | |
2/3/2022 | Monarch Partners Asset Management LLC | 62,238 | $2.51M | 0.5% | +9.2% | 1.138% | |
2/1/2022 | First Bank & Trust | 10,157 | $410K | 0.2% | +4.2% | 0.186% | |
1/31/2022 | Commonwealth Equity Services LLC | 28,265 | $1.14M | 0.0% | +1.7% | 0.517% | |
1/21/2022 | Russell Investments Group Ltd. | 3,368 | $135K | 0.0% | -39.0% | 0.062% | |
1/20/2022 | Parallel Advisors LLC | 6,444 | $260K | 0.0% | -50.0% | 0.118% | |
11/16/2021 | TownSquare Capital LLC | 31,574 | $1.21M | 0.0% | +38.3% | 0.578% | |
Trump’s Secret Weapon (Ad) Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's coming next.
But here's the truth… This is just the beginning.
Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better.
Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times.
Don't wait for the next crash to wipe you out. Act now. Get Your FREE Presidential Transition Guide Today |
11/16/2021 | Wellington Management Group LLP | 73,577 | $2.82M | 0.0% | +10.7% | 1.346% | |
11/15/2021 | Dimensional Fund Advisors LP | 166,889 | $6.39M | 0.0% | +4.2% | 3.053% | |
11/12/2021 | The Manufacturers Life Insurance Company | 310,483 | $11.89M | 0.0% | +1.6% | 5.679% | |
11/12/2021 | Geode Capital Management LLC | 46,681 | $1.79M | 0.0% | +9.1% | 0.854% | |
11/12/2021 | Connor Clark & Lunn Investment Management Ltd. | 10,050 | $385K | 0.0% | -8.8% | 0.184% | |
11/10/2021 | Mercer Global Advisors Inc. ADV | 5,973 | $229K | 0.0% | N/A | 0.109% | |
11/10/2021 | Goldman Sachs Group Inc. | 7,837 | $300K | 0.0% | -18.3% | 0.143% | |
11/10/2021 | Alliancebernstein L.P. | 126,192 | $4.83M | 0.0% | +246.0% | 2.308% | |
11/9/2021 | Barclays PLC | 9,676 | $371K | 0.0% | -6.5% | 0.177% | |
11/9/2021 | BlackRock Inc. | 21,358 | $818K | 0.0% | +18.7% | 0.391% | |