Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Carlisle Companies Incorporated eröffnet haben, gehören Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Ako Capital Llp, VANGUARD ASSET MANAGEMENT, Ltd, SEB Asset Management AB, Vanguard Investments Australia, Ltd., Vanguard Global Advisers, LLC, IMC-Chicago, LLC, Cox Capital Mgt LLC, Diversified Management Inc, IMC-Chicago, LLC, Sig Brokerage, Lp, Stance Capital Llc, Tiaa-cref Individual & Institutional Services, Llc, TCFG Investment Advisors, LLC, Boit C F David, Peak6 Llc, First Pacific Advisors, LP, und AMG National Trust Bank .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Aviva Plc | 38.110 | 3,49 | 12.714 | 7,94 | ||||
| 2026-05-15 | 13F | Quarry LP | 132 | 16,81 | 44 | 22,22 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 300 | 100 | |||||
| 2026-05-14 | 13F | DnB Asset Management AS | 13.488 | 11,15 | 4.500 | 15,92 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 85 | 226,92 | 28 | 250,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 5.790 | 9,20 | 1.932 | 13,92 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 155.151 | 1,76 | 51.761 | 6,14 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 6.626 | 2.211 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3.106 | 31,39 | 1.036 | 37,04 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 43.231 | 34,88 | 14.423 | 40,67 | ||||
| 2026-04-24 | 13F | Raiffeisen Bank International AG | 1.977 | 700,40 | 644 | 705,00 | ||||
| 2026-05-11 | 13F | Erste Asset Management GmbH | 0 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.144 | 14,20 | 3.051 | 19,09 | ||||
| 2026-05-15 | 13F | Distillate Capital Partners LLC | 47.575 | 0,30 | 15.872 | 4,61 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 718 | 0,14 | 240 | 4,37 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 7.413 | 104,27 | 2.473 | 113,19 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 768 | 256 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 1.330 | 3,58 | 444 | 8,05 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 25.443 | 0,89 | 8.488 | 5,23 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 123 | 41 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 7 | 600,00 | 3 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7.241 | 2,94 | 2.416 | 7,38 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 768 | 1,05 | 256 | 5,35 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 13 | 116,67 | 4 | 300,00 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 1.406 | 4,93 | 469 | 9,58 | ||||
| 2026-05-13 | 13F | Tokio Marine Asset Management Co Ltd | 2.044 | 20,16 | 682 | 25,18 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 186 | 62 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.254 | 1,75 | 1.086 | 6,06 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 1.444 | 15,98 | 482 | 20,85 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20.727 | 730,08 | 6.915 | 766,54 | ||||
| 2026-04-27 | 13F | Polaris Capital Management, LLC | 4.926 | 40,26 | 1.643 | 46,30 | ||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 10.657 | 3.555 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 6.774 | 0,85 | 2.260 | 5,17 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.739 | 10,42 | 2.582 | 15,12 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 1.023 | 8,03 | 366 | 20,86 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 659 | 220 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 780 | 6,41 | 268 | 12,13 | ||||
| 2026-05-07 | 13F | Malaga Cove Capital, LLC | 730 | 244 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 15 | 7,14 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 817 | 0 | ||||||
| 2026-05-15 | 13F | Amundi | 232.936 | 80,69 | 77.706 | 88,47 | ||||
| 2026-04-10 | 13F | Novem Group | 3.311 | 4,81 | 1.104 | 9,31 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 7.853 | 4,79 | 2.512 | 125.500,00 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 1.725 | 48,07 | 575 | 54,57 | ||||
| 2026-04-28 | 13F | Everence Capital Management Inc | 1.161 | 15,29 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 6.479 | 44,46 | 2.162 | 50,70 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1.411 | 471 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 8.371 | 17,90 | 2.793 | 22,94 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 1.826 | 7,41 | 609 | 12,15 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 12 | 9,09 | 4 | 33,33 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.264 | 67,64 | 422 | 74,69 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 38.520 | 23,66 | 12.851 | 28,99 | ||||
| 2026-05-13 | 13F | Invst, LLC | 2.462 | 821 | ||||||
| 2026-04-16 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 40.860 | 6,85 | 14 | 8,33 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 200 | 50,38 | 67 | 57,14 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 223 | 3,72 | 74 | 8,82 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 694 | 0 | ||||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 2.133 | 43,83 | 1 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 9 | 3 | ||||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 3.860 | 1.288 | ||||||
| 2026-05-08 | 13F | VELA Investment Management, LLC | 21.006 | 33,75 | 7.008 | 39,52 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 9.339 | 19,85 | 3.116 | 25,00 | ||||
| 2026-05-08 | 13F | Bokf, Na | 5.308 | 60,02 | 1.771 | 66,98 | ||||
| 2026-05-11 | 13F | Allstate Corp | 4.758 | 86,81 | 1.587 | 94,96 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.865 | 622 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 1 | 0 | ||||||
| 2026-04-06 | 13F | CX Institutional | 31.036 | 3.314,30 | 10 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.767 | 78,40 | 923 | 80,98 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 9.447 | 2,44 | 3 | 50,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 156 | 550,00 | 50 | 600,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 513 | 171 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 463 | 14,04 | 154 | 19,38 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 39 | 143,75 | 13 | 160,00 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 828 | 2,86 | 276 | 7,39 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.921 | 31,80 | 5.311 | 37,45 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 1.750 | 1,69 | 584 | 6,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 7 | 16,67 | 2 | 100,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 774.776 | 1,60 | 257.773 | 5,99 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.974 | 26,07 | 992 | 31,56 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 130.882 | 4,13 | 43.665 | 8,61 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 32.089 | 69,48 | 10.706 | 76,77 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 34 | 11 | ||||||
| 2026-04-21 | 13F | Guinness Asset Management LTD | 24.104 | 0,91 | 8.042 | 2,98 | ||||
| 2026-05-15 | 13F | Saudi Central Bank | 1.542 | 514 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1.394 | 68,56 | 465 | 76,14 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 46 | 15 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 160 | 63,27 | 53 | 70,97 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 190.650 | 5,54 | 63.605 | 10,08 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 2.131 | 711 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 4.703 | 275,34 | 1.569 | 292,25 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 24.987 | 39,47 | 8.336 | 45,48 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 2.475 | 826 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 20 | 7 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 676 | 1,65 | 226 | 6,13 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 7.030 | 2.345 | ||||||
| 2026-05-11 | 13F | Sycomore Asset Management | 3.000 | 1 | ||||||
| 2026-04-10 | 13F/A | PBU - The Pension Fund of Early Childhood & Youth Educators | 44.780 | 22,96 | 14.940 | 28,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 714 | 228 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 2.325 | 1,84 | 776 | 6,16 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2.146 | 1,37 | 716 | 5,61 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 36 | 12 | ||||||
| 2026-05-11 | 13F | Lgt Capital Partners Ltd. | 86.648 | 18,65 | 28.908 | 23,75 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 154.945 | 25,05 | 51.459 | 29,84 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 12.576 | 4,72 | 4.181 | 8,52 | ||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 3.225 | 28,85 | 1 | |||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43.683 | 0,09 | 14.574 | 1,65 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 728 | 13,93 | 243 | 18,63 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 7.872 | 14,84 | 2.626 | 19,80 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 427.851 | 16,74 | 142.740 | 21,76 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1.341 | 39,25 | 447 | 45,13 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 4.500 | 1.501 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 186 | 1,09 | 62 | 6,90 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1.346 | 449 | ||||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2.069 | 2,32 | 690 | 6,81 | ||||
| 2026-05-07 | 13F | Robeco Schweiz AG | 249.629 | 1,02 | 83.281 | 5,37 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 172 | 65,38 | 56 | 69,70 | ||||
| 2026-05-05 | 13F | Illinois Municipal Retirement Fund | 15.601 | 259,06 | 5.205 | 274,66 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 2.220 | 741 | ||||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 27.343 | 18,87 | 9.122 | 23,99 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 | 0 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 119.221 | 0,44 | 39.774 | 4,76 | ||||
| 2026-05-06 | 13F | Kinsale Capital Group, Inc. | 17.312 | 7,59 | 5.776 | 12,22 | ||||
| 2026-05-15 | 13F | Ako Capital Llp | 201.377 | 67 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 444.266 | 1,32 | 148.216 | 5,68 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 27 | 9 | ||||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 604 | 202 | ||||||
| 2026-05-04 | 13F | Tributary Capital Management, LLC | 2.938 | 1,03 | 980 | 5,38 | ||||
| 2026-05-13 | 13F | Korea Investment CORP | 64.723 | 369,38 | 21.593 | 389,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.179 | 0,55 | 697 | -2,25 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 917 | 8,26 | 306 | 12,96 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.623 | 21,53 | 1.542 | 26,81 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 1.218 | 1,08 | 406 | 5,45 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 66 | 25 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6.969 | 6,74 | 2.325 | 11,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.504 | 502 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 8 | 3 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.778 | 4,71 | 593 | 9,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 6.732 | 0,67 | 2.246 | 5,00 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 16.551 | 5.522 | ||||||
| 2026-05-18 | 13F/A | Lodge Hill Capital, LLC | 87.530 | 52,15 | 29.202 | 58,69 | ||||
| 2026-05-05 | 13F | Ofi Invest Asset Management | 11.662 | 3.377 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 11.800 | 2,61 | 3.937 | 7,01 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 209.877 | 276,96 | 70.019 | 293,19 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 250 | 83 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 39.957 | 9,76 | 13 | 18,18 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 199 | 637,04 | 66 | 725,00 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 642 | 214 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 441 | 3,04 | 147 | 7,30 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 3.035 | 13,54 | 1.013 | 16,86 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 566 | 12,08 | 189 | 16,77 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 2.909 | 0,03 | 970 | 4,30 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 5.660 | 4,99 | 1.888 | 9,51 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 300.512 | 60,61 | 100.257 | 67,52 | ||||
| 2026-05-11 | 13F | Ogorek Anthony Joseph /ny/ /adv | 14 | 0 | ||||||
| 2026-04-29 | 13F | Wright Investors Service Inc | 2.581 | 861 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 32.437 | 9,31 | 10.822 | 14,01 | ||||
| 2026-05-07 | 13F | KBC Group NV | 11.153 | 0,23 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 21.076 | 7.031 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1.832.490 | 611.355 | ||||||
| 2026-05-11 | 13F | Td Asset Management Inc | 189.755 | 7,66 | 63.306 | 12,29 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 281 | 56,11 | 94 | 63,16 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 136 | 14,29 | 45 | 18,42 | ||||
| 2026-04-10 | 13F | Oak Thistle LLC | 3.700 | 58,73 | 1.234 | 65,64 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 9.548 | 16,16 | 3.185 | 21,15 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.124 | 7,66 | 375 | 12,31 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 17.897 | 16,46 | 5.971 | 13,97 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 929 | 5,57 | 310 | 9,96 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 780 | 0,26 | 260 | 4,84 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.191.660 | 26,77 | 397.561 | 32,22 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 27.453 | 27,84 | 9.159 | 33,34 | ||||
| 2026-05-12 | 13F | Ilmarinen Mutual Pension Insurance Co | 12.488 | 72,25 | 4 | 100,00 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 94.903 | 1,65 | 31.662 | 6,02 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 9 | 12,50 | 3 | 50,00 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 7.662 | 0,09 | 2.556 | 4,41 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 140.466 | 6,80 | 46.862 | 11,39 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 6.902 | 10,33 | 2.303 | 15,04 | ||||
| 2026-05-12 | 13F | Creative Planning | 12.692 | 28,72 | 4.234 | 34,28 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 | 1 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 11.482 | 2,92 | 3.988 | 11,77 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 210 | 70 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 1.995.432 | 665.716 | ||||||
| 2026-05-11 | 13F | Boston Partners | 334.261 | 111.515 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 776 | 3,74 | 260 | 8,37 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.311 | 26,42 | 467 | 38,58 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 6.014 | 2.006 | ||||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 2.993 | 2,75 | 999 | 7,20 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 23 | 8 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.167 | 38,24 | 2.057 | 44,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 337.605 | 17,97 | 113 | 23,08 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 696 | 232 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 5 | 400,00 | 2 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 4.002 | 158,36 | 1.335 | 169,70 | ||||
| 2026-05-14 | 13F | Epoch Investment Partners, Inc. | 131.564 | 4,89 | 43.892 | 9,41 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 160.761 | 1,85 | 53.633 | 6,23 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1.331 | 446 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 609 | 203 | ||||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 1.170 | 5,60 | 390 | 5,98 | ||||
| 2026-05-15 | 13F | FIL Ltd | 313 | 104 | ||||||
| 2026-05-13 | 13F | Havemeyer Place LP | 15.423 | 717,76 | 5.145 | 753,23 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 289.117 | 20,69 | 96.455 | 25,88 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34 | 209,09 | 12 | 300,00 | ||||
| 2026-05-14 | 13F | Treasurer of the State of North Carolina | 17.733 | 2,19 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Panagora Asset Management Inc | 1.049 | 3,05 | 350 | 7,38 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 4 | 1 | ||||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3.809 | 1,57 | 1.271 | 5,92 | ||||
| 2026-05-08 | 13F | State Board Of Administration Of Florida Retirement System | 38.150 | 0,22 | 12.728 | 4,53 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 3.104 | 121,08 | 1.036 | 130,51 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1.559 | 2,16 | 520 | 6,56 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.475 | 1.159 | ||||||
| 2026-05-05 | 13F | Generali Asset Management SPA SGR | 4.192 | 1.399 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 97 | 3.133,33 | 32 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 8.645 | 3,16 | 2.884 | 7,61 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 40.301 | 2,44 | 13 | 8,33 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 531 | 1,53 | 177 | 5,99 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 2.700 | 901 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 574 | 205 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 132.345 | 30,81 | 46.224 | 32,00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 1.773 | 592 | ||||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 15.644 | 88,73 | 5.219 | 96,87 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 7.020 | 2,63 | 2.342 | 117.000,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14.828 | 120,95 | 4.947 | 130,48 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6.542 | 2.183 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 20.400 | 43,66 | 6.806 | 49,82 | |||
| 2026-05-11 | 13F | Rossby Financial, LCC | 60 | 122,22 | 20 | 150,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 16.042 | 0,06 | 5.352 | 4,37 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Put | 1.000 | 334 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 4.000 | 1.334 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 6.700 | 2.235 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 734 | 5,31 | 245 | 9,91 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 4 | 33,33 | 1 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 351.018 | 2,24 | 117.107 | 6,63 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 21.362 | 4,32 | 7.127 | 8,79 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 16.156 | 0,29 | 5.390 | 4,60 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.473 | 0,07 | 2.493 | 4,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 131 | 42 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 30.935 | 5,47 | 10.321 | 10,01 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 81.828 | 3.579,32 | 26.664 | 3.603,33 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 75.520 | 1.717,57 | 25.195 | 1.795,71 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 793.165 | 22,75 | 264.616 | 28,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2.939 | 7,70 | 981 | 12,39 | ||||
| 2026-05-11 | 13F | CLARET ASSET MANAGEMENT Corp | 612 | 0 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 406 | 59,84 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.670 | 18,10 | 557 | 23,23 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 3.644 | 43,52 | 1.216 | 49,63 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 313 | 0,64 | 104 | 5,05 | ||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 2.340 | 781 | ||||||
| 2026-05-18 | 13F | Altshuler Shaham Ltd | 11 | 4 | ||||||
| 2026-05-12 | 13F | Employees Provident Fund Board | 77.720 | 48,04 | 25.929 | 54,41 | ||||
| 2026-05-14 | 13F | Ostrum Asset Management | 807 | 1,51 | 269 | 5,91 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 38 | 280,00 | 13 | 300,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 222.223 | 20.707,40 | 71.080 | 22.755,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.988 | 3,10 | 1.330 | 7,52 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 5.198 | 2,34 | 1.734 | 6,77 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (Switzerland) SA | 3.914 | 1.306 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 37.026 | 12.353 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 21 | 50,00 | 7 | 75,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.007 | 48,53 | 336 | 55,09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 163.328 | 1,12 | 54.489 | 5,47 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 1 | 0 | ||||||
| 2026-04-27 | 13F | Leonteq Securities AG | 805 | 41,23 | 269 | 47,25 | ||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 4.914 | 38,74 | 1.639 | 44,79 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 4 | 1 | ||||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 1.291 | 4,20 | 431 | 8,59 | ||||
| 2026-05-13 | 13F | Nordea Investment Management Ab | 20.141 | 1,74 | 6.591 | 3,57 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2.162 | 4,24 | 721 | 8,75 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 5.127 | 20,24 | 1.710 | 25,46 | ||||
| 2026-05-12 | 13F | Tredje AP-fonden | 16.916 | 228,34 | 5.644 | 242,62 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 31 | 675,00 | 10 | 900,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5.105 | 1,53 | 1.703 | 5,91 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 684 | 228 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.086 | 8,76 | 696 | 13,38 | ||||
| 2026-05-12 | 13F | Mirabella Financial Services Llp | 925 | 309 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.058 | 16,56 | 2.688 | 21,63 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 63 | 21 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 5.600 | 64,71 | 1.868 | 71,85 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 3.800 | 40,74 | 1.268 | 46,81 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.451 | 35,99 | 484 | 41,94 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 146 | 49 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 702 | 1,45 | 234 | 5,88 | ||||
| 2026-04-28 | 13F | LGT Fund Management Co Ltd. | 900 | 300 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21.059 | 37,21 | 7.026 | 43,10 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 521 | 202,91 | 174 | 214,55 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 763 | 20,73 | 255 | 25,74 | ||||
| 2026-05-15 | 13F | Zurich Insurance Group Ltd/FI | 78.058 | 26.042 | ||||||
| 2026-05-14 | 13F | Meiji Yasuda Asset Management Co Ltd. | 11.384 | 44,28 | 3.798 | 50,50 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 1.035 | 345 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 620.699 | 2,96 | 207 | 7,81 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 635 | 212 | ||||||
| 2025-12-16 | 13F | Lindenwold Advisors | 1.331 | 1,14 | 438 | -11,00 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.082 | 0,28 | 361 | 4,64 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253.887 | 84.702 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.998 | 11.652,94 | 667 | 13.220,00 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 49 | 16 | ||||||
| 2026-04-28 | 13F | Pioneer Trust Bank N A/or | 600 | 200 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 2.941 | 981 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.190 | 16,30 | 731 | 21,26 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 44.796 | 32,52 | 14.945 | 38,22 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3.165 | 1,31 | 1.056 | 5,61 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 39 | 1.200,00 | 13 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.233 | 5,84 | 412 | 10,48 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4.264 | 545,08 | 1 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 111.307 | 12,12 | 37.134 | 16,95 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 44 | 2,33 | 15 | 7,69 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 674 | 6,14 | 225 | 10,34 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 2.021 | 0,30 | 674 | 4,66 | ||||
| 2026-05-08 | 13F | Oslo Pensjonsforsikring AS | 597 | 199 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 246 | 3,36 | 82 | 7,89 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 2.508 | 32,21 | 1 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 124.923 | 0,60 | 41.671 | 4,91 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 21.133 | 7.050 | ||||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 10.895 | 19,70 | 3.635 | 24,84 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 299 | 1.561,11 | 100 | 1.880,00 | ||||
| 2026-04-30 | 13F | ASR Vermogensbeheer N.V. | 659 | 2,49 | 220 | 6,83 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 193.476 | 7,62 | 64.547 | 12,25 | ||||
| 2026-05-07 | 13F | SEB Asset Management AB | 20.333 | 6.783 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 17.425 | 1.428,51 | 5.813 | 1.496,98 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Call | 4.000 | 1.334 | |||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 13 | 4 | ||||||
| 2026-05-07 | 13F | Boston Common Asset Management, LLC | 5.190 | 0,58 | 1.731 | 4,91 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1.226 | 20,91 | 409 | 25,93 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.859 | 221,24 | 943 | 231,69 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 5.271 | 15,19 | 1.686 | 11,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 282.228 | 29.176,76 | 91.888 | 29.733,77 | ||||
| 2026-05-15 | 13F | Aigen Investment Management, Lp | 914 | 305 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 20.483 | 200,25 | 6.834 | 213,15 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 1.735 | 23,14 | 579 | 28,44 | ||||
| 2026-02-10 | 13F | Norges Bank | 273.693 | 87.543 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 | 1 | ||||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 26.418 | 1,07 | 8.814 | 5,42 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5.239 | 5,33 | 1.748 | 174.600,00 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 19.638 | 6.552 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.084 | 347 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 18.202 | 23,43 | 6.073 | 28,73 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.059 | 1.354 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 2.000 | 0,15 | 667 | 4,55 | ||||
| 2026-05-15 | 13F | Aquatic Capital Management LLC | 1.070 | 12,16 | 357 | 16,72 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.944 | 35,94 | 1.649 | 41,79 | ||||
| 2026-04-27 | 13F | Fjarde Ap-fonden /fourth Swedish National Pension Fund | 19.620 | 32,57 | 6.546 | 38,28 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 2.798 | 933 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1.905 | 19,74 | 635 | 25,00 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 12.265 | 0,27 | 4.092 | 4,58 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.608 | 870 | ||||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 2.128 | 3,60 | 710 | 8,08 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 3.553 | 1 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.301 | 15,65 | 3.437 | 20,65 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 600 | 20,00 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 1.126 | 57,04 | 376 | 63,76 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 2.214 | 10,42 | 739 | 15,13 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 122.620 | 4,68 | 40.908 | 9,18 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 235 | 78 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 57 | 1,79 | 19 | 11,76 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 2.957 | 83,89 | 987 | 91,83 | ||||
| 2026-04-09 | 13F | Boit C F David | 2.800 | 934 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.632 | 0,12 | 547 | 4,80 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 19 | 5,56 | 6 | 20,00 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.208 | 0,33 | 403 | 4,68 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.746 | 16,92 | 1.250 | 21,97 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 71 | 162,96 | 24 | 187,50 | ||||
| 2026-05-06 | 13F | Mediolanum International Funds Ltd | 45.434 | 6,85 | 14.805 | 7,40 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 27.504 | 7,22 | 9.174 | 11,78 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.016 | 49,22 | 673 | 52,38 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 33.934 | 11,58 | 11.321 | 16,39 | ||||
| 2026-04-28 | 13F | Kepler Cheuvreux (Suisse) SA | 1.449 | 483 | ||||||
| 2026-04-30 | 13F | Candriam Luxembourg S.C.A. | 3.058 | 11,08 | 1.020 | 15,91 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 161.460 | 46,76 | 53.866 | 53,07 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2.472 | 27,55 | 825 | 33,28 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 149.432 | 0,03 | 49.854 | 4,33 | ||||
| 2026-05-15 | 13F | Atom Investors LP | 27.688 | 35,18 | 9.237 | 41,00 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 692 | 8,81 | 231 | 13,30 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 734 | 245 | ||||||
| 2026-05-14 | 13F | First Pacific Advisors, LP | 2.632 | 878 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 250 | 431,91 | 0 | |||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 197 | 23,12 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.323 | 32,83 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 603.653 | 2,40 | 201.391 | 6,81 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.242.936 | 0,33 | 1.415.528 | 4,65 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 13.029 | 47,47 | 4.347 | 53,84 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 86.311 | 49,28 | 27.607 | 45,15 | ||||
| 2026-05-07 | 13F | Waycross Partners, Llc | 56.206 | 3,20 | 18.751 | 7,63 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 13.686 | 294,98 | 4.566 | 312,00 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2.222 | 0,09 | 741 | 4,37 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 148 | 60,87 | 49 | 68,97 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.064 | 22,78 | 689 | 28,12 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 28 | 9 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 165.746 | 23,39 | 55.296 | 28,70 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 3.956 | 1.320 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 297.197 | 1,21 | 99.145 | 5,56 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3.669 | 24,04 | 1.224 | 29,28 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 682 | 228 | ||||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 49.032 | 3,04 | 16.358 | 7,47 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2.663 | 3,90 | 889 | 8,42 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 21.070 | 2,52 | 7.029 | 6,94 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 8.354 | 5,40 | 2.787 | 9,94 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 284.064 | 4,23 | 94.769 | 8,71 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 12 | 4 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.287 | 40,83 | 763 | 47,01 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 710 | 237 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 18.452 | 445,92 | 6.156 | 469,38 | ||||
| 2026-05-15 | 13F | Dark Forest Capital Management Lp | 851 | 284 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 564 | 15,81 | 188 | 21,29 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.265 | 71,64 | 422 | 79,57 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 261 | 148,57 | 87 | 163,64 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 7 | 2 |
