CB N - Chubb Limited Aktier - Aktiekurs, institutionellt ägande, aktieägare

Chubb Limited
MX ˙ BMV ˙ CH0044328745
Grundläggande statistik
Institutionella ägare 2153 total, 2118 long only, 3 short only, 32 long/short - change of −3,12% MRQ
Genomsnittlig portföljallokering 0.5511 % - change of −3,95% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 385 303 642 - 85,48% (ex 13D/G) - change of 10,18MM shares 2,50% MRQ
Institutionellt värde (lång) $ 117 636 022 USD ($1000)
Institutionellt ägande och aktieägare

Chubb Limited (MX:CB N) har 2153 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 385,303,642 aktier. Största aktieägare inkluderar Vanguard Group Inc, Berkshire Hathaway Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Price T Rowe Associates Inc /md/, GQG Partners LLC, Fmr Llc, Geode Capital Management, Llc, and Vanguard Portfolio Management Llc .

Chubb Limited (BMV:CB N) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

AI+ Ask Fintel’s AI assistant about Chubb Limited.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 2437 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

Load All
Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-05-12 13F BlackDiamond Wealth Management Inc. 1 261 1,94 411 1,74
2026-05-12 13F Werba Rubin Papier Wealth Management 943 2,84 307 7,34
2026-02-12 13F von Borstel & Associates, Inc. 0 −100,00 0
2026-04-27 13F Sierra Summit Advisors Llc 5 784 4,61 1 885 9,28
2026-04-29 13F/A Family Capital Trust Co 1 320 430
2026-04-29 13F Delta Capital Management Llc 11 520 0,00 4 0,00
2026-05-04 13F Principal Financial Group Inc 1 313 022 0,32 427 953 4,76
2026-05-11 13F Westpac Banking Corp 7 828 −0,34 2 551 4,08
2026-05-15 13F Voleon Capital Management Lp 2 271 −90,69 740 −90,28
2026-04-10 13F Impact Capital Partners LLC 5 284 −3,93 1 722 0,35
2026-05-05 13F Capital Investment Advisory Services, LLC 853 −3,72 278 0,72
2026-05-12 13F Resurgent Financial Advisors LLC 2 733 28,43 891 34,04
2026-05-13 13F Inlet Private Wealth, LLC 13 924 2,58 4 538 7,13
2026-05-11 13F Boston Partners 860 131 0,42 280 359 4,90
2026-05-05 13F Bank of New York Mellon Corp 3 420 692 74,29 1 114 906 82,00
2026-05-15 13F Investment Management Corp of Ontario 31 115 −4,65 10 141 −0,43
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 1 576 0,00 515 4,46
2026-05-14 13F Neuberger Berman Group LLC 285 342 0,01 93 202 4,66
2026-05-05 13F Plante Moran Financial Advisors, LLC 97 25,97 32 29,17
2026-05-13 13F Natixis Advisors, L.p. 819 819 8,07 267 13,14
2026-04-29 13F Nichols & Pratt Advisers Llp /ma 5 841 2,22 1 904 6,73
2026-04-22 13F Atwater Malick LLC 1 010 0,00 329 4,44
2026-04-22 13F Vicus Capital 1 214 −3,34 396 0,77
2026-04-09 13F Goelzer Investment Management, Inc. 2 351 21,62 766 27,03
2026-05-13 13F Fiduciary Family Office, Llc 1 177 17,70 384 22,76
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 716 234
2026-05-11 13F Bailard, Inc. 60 047 −0,28 19 571 4,14
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 0 −100,00 0
2026-04-10 13F Country Trust Bank 119 151 −8,09 38 835 −4,02
2026-05-22 13F Groupama Asset Managment 42 546 −12,62 13 867 −8,76
2026-05-11 13F Viawealth, Llc 2 893 0,24 943 4,67
2026-05-11 13F Foundations Investment Advisors, LLC 1 772 12,37 578 17,28
2026-05-11 13F Daymark Wealth Partners, Llc 23 330 −2,19 7 604 2,15
2026-05-12 13F Alaethes Wealth LLC 8 715 0,23 2 849 4,63
2026-04-15 13F Occidental Asset Management, LLC 12 057 −20,97 3 930 −17,48
2026-05-15 13F Amussen Hunsaker Associates Llc 781 −1,14 255 3,25
2026-04-24 13F CHICAGO TRUST Co NA 14 499 −6,61 4 726 −2,48
2026-04-21 13F Fruth Investment Management 6 486 1,01 2 0,00
2026-04-27 13F Strathmore Capital Advisors, Inc. 2 008 2,97 655 7,57
2026-05-04 13F Souders Financial Advisors 1 372 10,11 447 15,21
2026-05-14 13F RMG Wealth Management LLC 12 0,00 4 0,00
2026-04-17 13F LMG Wealth Partners, LLC 15 008 3,80 4 892 8,40
2026-04-21 13F Maseco Llp 50 −76,30 16 −75,38
2026-05-13 13F Ankerstar Wealth, LLC 50 0,00 16 6,67
2026-04-13 13F Massmutual Trust Co Fsb/adv 95 896 −2,85 31 255 1,45
2026-04-22 13F CrossGen Wealth, LLC 6 980 −1,70 2 275 2,62
2026-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2026-02-06 13F Global Retirement Partners, LLC 14 604 93,07 4 558 113,59
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 405 −5,81 132 −1,49
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-05-13 13F South Plains Financial, Inc. 1 682 5,06 548 9,82
2026-05-12 13F Baker Avenue Asset Management, LP 2 660 32,34 867 38,28
2026-04-24 13F Boston Trust Walden Corp 305 399 −6,71 99 539 −2,58
2026-05-18 13F Hamilton Wealth, LLC 9 930 200,18 3 236 213,57
2026-04-15 13F AlphaStar Capital Management, LLC 10 018 72,90 3 265 80,59
2026-05-12 13F Alerus Financial Na 1 311 −3,03 427 1,43
2026-05-14 13F Dana Investment Advisors, Inc. 20 872 0,33 6 803 4,76
2026-05-14 13F JustInvest LLC 66 094 5,41 21 542 10,08
2026-04-21 13F Huntleigh Advisors, Inc. 4 454 2,11 1 452 6,61
2026-05-08 13F Maia Wealth LLC 704 0,43 230 −1,72
2026-05-12 13F Atlantic Union Bankshares Corp 11 317 −0,96 3 689 3,42
2026-04-06 13F Trust Co of the South 1 258 −1,10 410 3,27
2026-05-11 13F Atlas Legacy Advisors, LLC 2 965 −15,67 966 −11,46
2026-05-11 13F Canopy Partners, LLC 2 941 −0,37 959 4,02
2026-05-15 13F Eagle Global Advisors Llc 6 000 0,00 1 956 4,43
2026-05-14 13F Osmosis Investment Management UK Ltd 25 597 −22,60 8 367 −19,18
2026-05-15 13F Jones Financial Companies Lllp 637 285 3 838,48 203 358 3 926,89
2026-05-07 13F First National Trust Co 6 935 −0,19 2 260 4,24
2026-05-13 13F Tokio Marine Asset Management Co Ltd 12 373 3,38 4 033 7,95
2026-05-13 13F Cynosure Management, Llc 0 −100,00 0
2026-04-16 13F Baron Wealth Management LLC 2 042 0,25 666 4,72
2026-05-12 13F Northwest Bancshares, Inc. 16 076 0,76 5 240 5,22
2026-04-28 13F Astoria Portfolio Advisors LLC. 1 488 0,07 483 −2,63
2026-05-15 13F Guardian Capital Lp 12 910 370,31 4 208 391,47
2026-05-06 13F WoodTrust Financial Corp 957 33,47 0
2026-05-01 13F Midwest Trust Co 196 861 −0,02 64 163 4,40
2026-04-30 13F Resona Asset Management Co.,Ltd. 114 250 0,36 37 238 4,80
2026-05-14 13F CIBC World Markets Inc. 50 534 0,81 16 471 5,27
2026-04-28 13F Bogart Wealth, LLC 165 11,49 54 15,22
2026-05-04 13F Providence First Trust Co 1 807 589
2026-04-02 13F Byrne Asset Management LLC 110 0,00 36 2,94
2026-05-14 13F VestGen Advisors, LLC 8 185 8,81 2 636 12,27
2026-04-21 13F WT Wealth Management 842 0,00 274 4,58
2026-04-24 13F Financial Life Planners 158 51
2026-05-08 13F Logan Capital Management Inc 0 −100,00 0 −100,00
2026-05-15 13F Fullerton Fund Management Co Ltd 0 −100,00 0
2026-05-19 13F Western Wealth Management, LLC 2 554 −3,66 832 0,60
2026-04-10 13F Armstrong Advisory Group, Inc 2 609 1 130,66 850 1 187,88
2026-04-22 13F Romano Brothers And Company 15 226 −0,16 4 963 4,24
2026-05-13 13F Lavaca Capital Llc 0 −100,00 0
2026-05-05 13F Regions Financial Corp 59 566 −7,30 19 414 −3,20
2026-05-15 13F Advisory Resource Group 4 511 −3,16 1 470 1,17
2026-05-14 13F Traynor Capital Management, Inc. 856 2,51 278 6,92
2026-05-11 13F Phoenix Holdings Ltd. 700 2,19 228 6,57
2026-04-06 13F CX Institutional 32 829 −3,28 11 0,00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 1 066 347
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 19 343 3,36 6 20,00
2026-04-29 13F Montz Harcus Wealth Management LLC 644 0,31 210 4,50
2026-05-14 13F Loomis Sayles & Co L P 120 −28,14 39 −25,00
2026-01-09 13F 180 Wealth Advisors, Llc 0 −100,00 0
2026-04-27 13F HB Wealth Management, LLC 47 449 2,45 15 465 6,98
2026-04-07 13F Abner Herrman & Brock Llc 63 712 0,28 21 5,26
2026-05-15 13F Amundi 1 603 392 −3,62 522 594 0,65
2026-05-15 13F Credit Agricole S A 25 597 −78,89 8 343 −77,96
2026-04-21 13F/A Madrid Wealth Management, LLC 1 545 −17,29 504 −13,72
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-05-06 13F Hartland & Co., LLC 15 188 −3,19 4 950 1,10
2026-05-14 13F Massachusetts Financial Services Co /ma/ 6 514 984 −5,40 2 146 676 −0,13
2026-05-01 13F Sage Private Wealth Group, Llc 1 830 −3,12 597 1,19
2026-05-15 13F Point72 Asset Management, L.P. 32 456 −67,85 10 578 −66,43
2026-05-15 13F Point72 Asset Management, L.P. Put 9 800 −84,54 3 194 −83,86
2026-05-15 13F Beutel, Goodman & Co Ltd. 1 157 024 −21,89 377 −18,40
2026-05-15 13F Point72 Asset Management, L.P. Call 31 300 −3,40 10 202 0,88
2026-05-15 13F Clark Capital Management Group, Inc. 521 206 20,27 169 877 25,59
2026-02-17 13F Snowden Capital Advisors LLC 5 790 −3,66 1 813 6,46
2026-04-21 13F Red Tortoise LLC 39 0,00 13 0,00
2026-04-24 13F Optas, LLC 1 278 17,79 417 23,08
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 61 830 −8,03 20 152 −3,96
2026-04-10 13F Henry James International Management Inc. 2 221 −0,05 724 4,33
2026-04-24 13F Mitchell & Pahl Private Wealth, Llc 7 717 3,31 2 515 7,89
2026-05-06 13F Quadrant Private Wealth Management, LLC 666 218
2026-05-14 13F Public Employees Retirement Association Of Colorado 509 504 55,11 166 62,75
2026-04-23 13F 3Chopt Investment Partners, LLC 1 545 4,67 505 9,31
2026-05-14 13F Great West Life Assurance Co /can/ 338 440 17,12 111 22,22
2026-05-12 13F Tannin Capital LLC 1 591 3,38 519 7,92
2026-05-13 13F Sepio Capital, LP 5 290 −2,00 1 724 2,38
2026-05-07 13F Advisor OS, LLC 5 373 −24,17 1 751 −20,81
2026-04-17 13F Clear Trail Advisors, LLC 19 935 −3,15 6 497 1,14
2026-04-15 13F Financial Management Professionals, Inc. 842 −1,06 275 3,38
2026-04-29 13F Sageworth Trust Co 694 226
2026-05-08 13F Cornerstone Advisors, LLC 0 −100,00 0
2026-05-15 13F Family Management Corp 2 428 0,96 791 5,47
2026-04-17 13F Anchyra Partners Llc 1 064 5,03 347 9,49
2026-05-11 13F Great Lakes Advisors, Llc 80 680 −38,62 26 296 −35,90
2026-05-12 13F Hunter Perkins Capital Management, LLC 36 297 −0,14 12 0,00
2026-05-15 13F XTX Topco Ltd 1 555 −65,88 507 −64,42
2026-05-08 13F Walleye Trading LLC Call 30 800 −10,20 10 039 −6,23
2026-05-11 13F Tulsa Wealth Advisors, INC 16 731 5 453
2026-05-08 13F Walleye Trading LLC Put 11 900 −80,33 3 879 −79,46
2026-05-13 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2026-05-08 13F StrongBox Wealth, LLC 1 729 4,98 564 9,53
2026-05-11 13F Federated Hermes, Inc. 161 805 6,27 52 737 10,97
2026-02-09 13F Morningstar Investment Management LLC 0 −100,00 0 −100,00
2026-04-15 13F Avanza Fonder AB 29 917 0,00 9 751 4,42
2026-04-24 13F Crux Wealth Advisors 1 372 −1,58 447 2,76
2026-02-13 13F/A Ontario Teachers Pension Plan Board 0 −100,00 0 −100,00
2026-05-04 13F IFC Advisors LLC 1 309 −12,68 427 −8,78
2026-05-06 13F World Equity Group, Inc. 4 806 201,88 1 566 215,73
2026-02-13 13F Sofos Investments, Inc. 0 −100,00 0
2026-05-15 13F Van Diest Capital, LLC 762 −26,02 248 −22,74
2026-05-13 13F Machina Capital S.a.s. 8 852 1 124,34 2 885 1 182,22
2026-02-17 13F Voloridge Investment Management, Llc 0 −100,00 0 −100,00
2026-04-28 13F Edmp, Inc. 1 055 0,00 344 4,26
2026-05-14 13F Dynasty Wealth Management, Llc 0 −100,00 0
2026-05-15 13F Squarepoint Ops LLC 9 669 −0,87 3 151 3,52
2026-05-05 13F Freedom Day Solutions, LLC 8 215 2,85 2 677 7,42
2026-05-15 13F Squarepoint Ops LLC Put 35 200 128,57 11 473 138,70
2026-05-15 13F Squarepoint Ops LLC Call 71 100 80,46 23 174 88,44
2026-05-13 13F Capital International Investors 2 345 364 −7,10 764 394 −3,00
2026-04-24 13F Root Financial Partners, LLC 1 148 185,57 374 199,20
2026-04-28 13F Kanawha Capital Management Llc 60 112 0,76 19 592 5,21
2026-05-04 13F Cogent Strategic Wealth Llc 666 −0,30 217 8,50
2026-04-29 13F Montag A & Associates Inc 4 725 14,55 1 543 19,63
2026-05-07 13F Omnia Family Wealth, LLC 765 −22,10 250 −18,89
2026-04-23 13F Orca Wealth Management, LLC 11 664 −0,15 3 801 3,71
2026-06-02 13F/A Parallel Advisors, LLC 0 −100,00 0 −100,00
2026-04-29 13F Virginia Wealth Management Group, Inc. 18 286 0,63 5 960 5,10
2026-05-12 13F Rathbone Brothers plc 280 347 −15,72 91 373 −11,99
2026-05-08 13F Valeo Financial Advisors, LLC 3 096 −40,54 1 009 −37,91
2026-05-15 13F Odyssean, LLC 2 691 877
2026-02-17 13F Two Sigma Advisers, Lp 733 693 −41,96 229 000 −35,81
2026-02-17 13F Advanced Portfolio Management, LLC 0 −100,00 0 −100,00
2026-04-20 13F Triangle Securities Wealth Management 892 0,00 291 4,32
2026-05-06 13F Intentional Wealth Strategies, LLC 440 143
2026-05-18 13F Bull Harbor Capital LLC 8 092 2 637
2026-05-15 13F Royal Bank Of Canada 2 089 383 13,15 680 992 18,15
2026-05-15 13F Royal Bank Of Canada Call 75 000 24 445
2026-05-13 13F Tiemann Investment Advisors, Llc 715 0,00 233 4,48
2026-02-13 13F AlTi Global, Inc. 0 −100,00 0 −100,00
2026-05-11 13F Blue Bell Private Wealth Management, Llc 463 0,00 151 4,17
2026-05-12 13F Tufton Capital Management 33 382 −2,23 11 0,00
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 10 580 −1,04 163 −14,66
2026-05-13 13F Fogel Capital Management, Inc. 49 597 0,84 16 165 5,31
2026-05-14 13F Kinneret Advisory, LLC 20 195 −4,24 6 602 −0,03
2026-05-14 13F Bollard Group LLC 1 344 0,30 0
2026-04-13 13F Foster Group, Inc. 1 070 8,19 349 12,99
2026-04-23 13F CBOE Vest Financial, LLC 409 060 2,19 133 325 6,71
2026-05-01 13F Anchor Investment Management, LLC 275 −14,86 90 −11,00
2026-04-08 13F Community Financial Services Group, LLC 60 20
2026-04-13 13F Stonebridge Capital Management Inc 4 142 126,83 1 350
2026-02-17 13F Main Street Financial Solutions, LLC 6 304 −51,70 1 968 −46,59
2026-05-11 13F Delta Asset Management Llc/tn 667 0,00 217 4,33
2026-05-08 13F Walleye Trading LLC 0 −100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 4 619 0,33 1 505 4,81
2026-02-13 13F Polymer Capital Management (HK) LTD 0 −100,00 0 −100,00
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 333 109
2026-05-07 13F Vision Retirement, LLC 104 4,00 34 6,45
2026-04-27 13F Evolution Wealth Management Inc. 18 0,00 6 0,00
2026-05-15 13F Mcdonald Partners Llc 695 −38,39 227 −35,80
2026-02-06 13F Payden & Rygel 0 −100,00 0
2026-05-05 13F Journey Advisory Group, LLC 4 828 −0,66 1 564 3,58
2026-04-08 13F Seed Wealth Management, Inc. 785 −1,26 256 2,82
2026-05-05 13F SOUTH STATE Corp 58 002 0,13 18 905 4,56
2026-04-14 13F Beacon Investment Advisory Services, Inc. 33 260 2,31 10 840 6,84
2026-04-22 13F Bravera Wealth 456 0,00 149 4,23
2026-05-15 13F Tudor Investment Corp Et Al Put 9 500 3 096
2026-04-30 13F Griffin Asset Management, Inc. 10 691 4,45 3 485 9,08
2026-05-07 13F MONECO Advisors, LLC 1 880 −0,63 613 3,73
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 2 132 −33,77 695 −35,92
2026-05-13 13F Capital International Ltd /ca/ 54 009 −43,38 17 603 −40,88
2026-05-11 13F TD Capital Management LLC 6 2
2026-05-13 13F Banque Transatlantique SA 5 358 1 746
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 5 760 41,32 1 877 47,56
2026-05-19 13F Silicon Valley Capital Partners 29 0,00 9 12,50
2026-04-13 13F Nvest Wealth Strategies, Inc. 1 0
2026-05-13 13F Brinker Capital Investments, LLC 60 785 −1,28 19 812 3,09
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5 409 −0,64 1 763 3,71
2026-04-07 13F Investment Partners Asset Management, Inc. 1 794 30,47 585 36,13
2026-05-11 13F Pathstone Holdings, LLC 102 156 3,75 33 308 8,35
2026-04-09 13F Victrix Investment Advisors 12 466 0,10 4 063 4,55
2026-05-12 13F Independent Advisor Alliance 5 381 −81,34 1 754 −80,51
2026-04-29 13F Wright Investors Service Inc 4 877 −1,01 1 590 3,38
2026-05-15 13F Gillson Capital LP 102 659 −48,72 33 −46,77
2026-05-12 13F Optimize Financial Inc 0 −100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 674 220
2026-05-06 13F Lockheed Martin Investment Management Co 23 200 1,67 7 562 6,16
2026-04-16 13F Triad Wealth Partners, LLC 2 358 2,57 769 7,11
2026-05-12 13F Bey-Douglas LLC 669 218
2026-04-23 13F waypoint wealth counsel 2 895 −29,70 944 −26,61
2026-05-07 13F Meeder Asset Management Inc 7 355 5 928,69 2 397 6 207,89
2026-04-15 13F Cranbrook Wealth Management, LLC 32 0,00 10 11,11
2026-03-17 13F Stance Capital Llc 0 −100,00 0
2026-01-23 13F Bowman & Co S.C. 8 558 −0,79 2 672 9,64
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 971 185 −5,35 316 538 −1,16
2026-04-14 13F LifeGoal Wealth Advisors 756 247
2026-05-15 13F MidFirst Bank 1 929 −17,60 629 11,55
2026-04-20 13F Sowell Financial Services LLC 7 107 317,32 2 316 336,16
2026-05-13 13F Visionary Wealth Advisors 1 177 30,63 384 36,30
2026-04-28 13F Westfuller Advisors, LLC 1 061 −29,55 347 −26,54
2026-05-07 13F Zevin Asset Management Llc 46 378 −0,95 15 116 3,44
2026-02-04 13F Asahi Life Asset Management Co., Ltd. 0 −100,00 0 −100,00
2026-04-03 13F Investors Research Corp 142 −52,19 46 −50,00
2026-05-15 13F Silver Grove Financial Group, Inc. 7 2
2026-05-11 13F Manchester Capital Management LLC 1 434 −2,91 467 1,30
2026-04-30 13F First Horizon Corp 28 648 −5,76 9 337 −1,59
2026-04-23 13F Oppenheimer & Co Inc 20 667 0,74 6 736 5,19
2026-04-29 13F Klp Kapitalforvaltning As 197 202 3,70 64 485 8,27
2026-04-30 13F Nisa Investment Advisors, Llc 63 656 −19,05 20 811 −15,44
2026-05-05 13F MASTERINVEST Kapitalanlage GmbH 20 389 5,43 6 645 9,40
2026-04-08 13F Shore Point Advisors, LLC 1 912 0,05 623 4,53
2026-04-28 13F Goldstein Advisors, LLC 920 3,02 300 7,55
2026-05-12 13F Chesapeake Asset Management Llc 10 0,00 3 0,00
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 674 −32,60 220 −28,80
2026-05-07 13F D'Orazio & Associates, Inc. 843 0,12 275 4,58
2026-05-04 13F Envestnet Asset Management Inc 1 300 647 4,09 423 920 8,70
2026-05-15 13F Fred Alger Management, Llc 0 −100,00 0
2026-05-08 13F Andra AP-fonden 62 043 347,64 20 222 367,54
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 70 285 4,13 22 908 8,73
2026-05-11 13F Sage Mountain Advisors LLC 0 −100,00 0
2026-05-12 13F Curio Wealth, Llc 39 5,41 13 9,09
2026-04-21 13F Trueblood Wealth Management, LLC 5 385 −1,23 1 755 3,17
2026-04-24 13F Luminist Capital LLC 0 −100,00 0
2026-04-10 13F Salvus Wealth Management, LLC 1 656 0,67 540 5,07
2026-04-23 13F Sawyer & Company, Inc 2 031 25,37 662 30,89
2026-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2026-05-15 13F Qtron Investments LLC 3 350 16,68 1 092 21,76
2026-05-14 13F Hilltop Holdings Inc. 3 239 −82,34 1 056 −81,58
2026-05-15 13F Quadcap Wealth Management, LLC 6 670 −2,07 2 174 2,31
2026-05-14 13F Johnson Financial Group, LLC 1 910 −11,33 623 118,25
2026-05-15 13F EFG International AG 115 −96,99 37 −96,89
2026-05-05 13F Putnam Fl Investment Management Co 23 669 −4,08 7 714 0,16
2026-05-04 13F Hexagon Capital Partners LLC 1 049 342
2026-05-13 13F Transcend Wealth Collective, Llc 7 398 2,34 2 411 6,87
2026-02-17 13F LMR Partners LLP 0 −100,00 0 −100,00
2026-05-15 13F Constant Guidance Financial LLC 7 009 −32,07 2 284 −29,07
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 3 364 9,51 1 096 14,41
2026-04-28 13F ORG Wealth Partners, LLC 1 796 99,78 585 108,93
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 3 649 −2,15 1 189 −3,65
2026-05-14 13F Captrust Financial Advisors 91 760 8,46 29 907 13,26
2026-04-17 13F Essex Savings Bank 1 917 −19,96 625 −16,47
2026-02-05 13F New York Life Investment Management Llc 0 −100,00 0
2026-05-01 13F Lakeside Advisors, INC. 3 768 −2,59 1 228 1,74
2026-05-04 13F Sigma Planning Corp 3 535 −2,43 1 152 1,95
2026-05-15 13F State of Tennessee, Treasury Department 132 444 2,25 43 167 7,66
2026-04-14 13F Roffman Miller Associates Inc /pa/ 131 754 −1,90 42 942 2,44
2026-05-01 13F HFM Investment Advisors, LLC 26 0,00 8 0,00
2026-04-30 13F Stiles Financial Services Inc 2 032 −18,88 662 −15,24
2026-04-27 13F GenTrust, LLC 2 924 16,96 956 22,12
2026-05-14 13F Oak Associates Ltd /oh/ 70 807 0,00 23 078 4,43
2026-05-07 13F Meeder Advisory Services, Inc. 11 649 10,33 3 797 15,20
2026-05-04 13F Calamos Wealth Management LLC 57 478 2,18 18 734 6,70
2026-02-17 13F MGB Wealth Management, LLC 4 270 0,02 1 333 10,63
2026-02-17 13F Aquatic Capital Management LLC 0 −100,00 0 −100,00
2026-05-11 13F Mizuho Securities Usa Llc 21 989 −17,49 7 167 −9,21
2026-05-08 13F Denali Advisors Llc 3 000 0,00 978 4,38
2026-05-01 13F FLC Capital Advisors 2 312 0,00 754 4,44
2026-04-20 13F Provenance Wealth Advisors, LLC 716 −5,29 233 −0,85
2026-05-08 13F First National Advisers, LLC 12 467 −13,05 4 063 −9,19
2026-04-30 13F Granite Investment Partners, LLC 2 885 0,00 940 4,44
2026-04-30 13F Millstone Evans Group, LLC 227 0,00 74 4,29
2026-05-08 13F/A JPL Wealth Management, LLC 195 64
2026-05-08 13F Addison Advisors LLC 145 0,00 47 4,44
2026-04-20 13F Heritage Wealth Management, Inc. 12 837 −0,50 4 184 3,90
2026-04-24 13F United Community Bank 715 −7,38 233 −2,92
2026-04-27 13F Argos Wealth Advisors, LLC 1 714 −4,67 559 −0,53
2026-05-13 13F APG Asset Management N.V. 259 891 −4,17 73 517 2,00
2026-05-05 13F Philadelphia Investment Partners, LLC 100 33
2026-05-08 13F Somerville Kurt F 2 100 −19,23 684 −15,66
2026-05-08 13F Blair William & Co/il 48 584 −2,31 15 835 2,02
2026-05-13 13F River Wealth Advisors LLC 37 763 2,55 12 308 7,09
2026-05-15 13F Pointe Capital Management LLC 1 439 0,00 469 4,45
2026-05-14 13F Zacks Investment Management 1 117 2,10 364 6,74
2026-05-14 13F Ark Wealth Advisors LLC 4 324 17,72 1 409 22,95
2026-04-17 13F Cidel Asset Management Inc 2 294 14,53 748 19,52
2026-05-15 13F Perennial Investment Advisors, LLC 624 203
2026-05-05 13F Woodmont Investment Counsel Llc 35 467 2,90 11 560 7,45
2026-05-15 13F Peapack Gladstone Financial Corp 84 734 −0,48 28 3,85
2026-05-15 13F Susquehanna Portfolio Strategies, LLC 5 218 0,00 1 701 4,42
2026-05-15 13F 44 Wealth Management Llc 924 −9,59 301 −5,35
2026-05-13 13F Acadian Asset Management Llc 56 140 −42,76 18 −40,00
2026-04-21 13F Wesbanco Bank Inc 14 878 −6,29 4 849 −2,14
2026-04-20 13F Naples Global Advisors, Llc 10 558 1,36 3 451 5,83
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 0 −100,00 0
2026-04-30 13F Davis-rea Ltd. 16 286 −0,51 5 309 3,90
2026-05-11 13F Stillwater Wealth Management Group 6 704 16,77 2 185 22,00
2026-04-21 13F Barlow Wealth Partners, Inc. 673 0,00 223 7,77
2026-04-16 13F Diversified Trust Co 53 192 −11,10 17 337 −7,17
2026-04-20 13F Ronald Blue Trust, Inc. 2 107 −8,15 687 −4,06
2026-02-12 13F Cincinnati Financial Corp 0 −100,00 0
2026-05-15 13F Talaria Asset Management Pty Ltd 223 300 0,00 72 780 4,42
2026-04-24 13F Essex Financial Services, Inc. 5 569 0,87 1 815 5,34
2026-05-11 13F Expressive Wealth LLC 1 766 568
2026-05-12 13F Dearborn Partners Llc 0 −100,00 0
2026-04-23 13F Interchange Capital Partners, LLC 1 348 −56,21 407 −57,60
2026-05-01 13F Symphony Financial, Ltd. Co. 1 568 2,82 511 7,14
2026-02-17 13F SageView Advisory Group, LLC 2 565 11,67 801 23,46
2026-04-27 13F Ethic Inc. 70 221 8,55 22 887 13,35
2026-05-15 13F Destination Wealth Management 2 320 225,39 756 240,54
2026-05-12 13F One Capital Management, LLC 3 042 −0,98 992 3,34
2026-05-14 13F Keebeck Wealth Management, LLC 1 226 401
2026-05-14 13F Lord, Abbett & Co. Llc 394 446 0,02 129 4,07
2026-04-24 13F Canton Hathaway, LLC 76 0,00 25 4,35
2026-05-05 13F Caldwell Securities, Inc 0 −100,00 0 −100,00
2026-05-14 13F Nicolet Bankshares Inc 2 160 232,82 706 249,01
2026-04-02 13F Somerset Trust Co 14 590 0,74 4 755 5,20
2026-04-20 13F Longview Financial Advisors, Inc. 5 2
2026-04-27 13F Greenleaf Trust 14 034 −15,93 4 574 −12,21
2026-04-17 13F 55 North Private Wealth, LLC 683 −0,29 223 4,23
2026-05-08 13F Atlantic Private Wealth, LLC 125 −1,57 41 2,56
2026-04-29 13F Police & Firemen's Retirement System of New Jersey 56 395 0,17 18 381 4,60
2026-04-29 13F Demars Financial Group, LLC 5 720 4,25 1 864 8,88
2026-05-08 13F/A Davidson Investment Advisors 665 217
2026-04-22 13F apricus wealth, LLC 10 969 −1,39 3 575 2,97
2026-05-15 13F Lombard Odier Asset Management (Switzerland) SA 15 350 24,70 5 003 30,22
2026-05-12 13F Beck Mack & Oliver Llc 878 0,00 286 4,38
2026-04-27 13F Leonteq Securities AG Call 0 −100,00 0
2026-05-01 13F Royal London Asset Management Ltd 534 858 156,44 174 326 167,79
2026-04-27 13F Leonteq Securities AG 0 −100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 971 1,46 317 6,04
2026-05-15 13F Kempen Capital Management N.v. 652 205 0,74 212 573 5,20
2026-04-22 13F Princeton Global Asset Management LLC 19 532 −0,34 6 366 4,07
2026-05-06 13F Tyche Wealth Partners LLC 1 304 −7,06 425 −2,75
2026-05-08 13F Asset Management One Co., Ltd. 179 023 −7,82 58 349 −4,44
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0 −100,00
2026-04-29 13F CFS Investment Advisory Services, LLC 9 595 −0,08 3 174 5,91
2026-05-13 13F Barrow Hanley Mewhinney & Strauss Llc 388 812 −0,85 126 725 3,54
2026-05-06 13F CNB Bank 4 478 0,67 1 460 5,12
2026-05-14 13F Gwn Securities Inc. 9 811 −5,42 3 198 −1,24
2026-04-17 13F James J. Burns & Company, LLC 769 0,00 250 4,17
2026-04-15 13F NorthAvenue LLC 0 −100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 129 303 23,30 42 144 28,76
2026-05-12 13F/A Granite FO LLC 260 0,00 85 3,70
2026-02-13 13F Bridgefront Capital, LLC 0 −100,00 0 −100,00
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 853 278
2026-05-12 13F Cambiar Investors Llc 106 782 −28,72 34 803 −25,57
2026-02-05 13F Center for Financial Planning, Inc. 2 210 3,76 690 14,64
2026-04-27 13F Platform Technology Partners 10 232 3,30 3 335 7,86
2026-04-29 13F Clare Market Investments LLC 0 −100,00 0
2026-05-06 13F Avalon Trust Co 753 74,31 245 82,84
2026-02-17 13F XTX Topco Ltd Call 0 −100,00 0 −100,00
2026-04-21 13F Pflug Koory, LLC 2 143 0,00 698 4,49
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 −100,00 0
2026-05-14 13F Liberty One Investment Management, Llc 77 452 8,54 25 244 13,34
2026-04-21 13F Narus Financial Partners, LLC 645 210
2026-04-28 13F Bolthouse Investments, LLC 2 050 0,00 668 4,54
2026-05-21 13F Essential Partners LLC 3 344 −18,83 1 090 −15,25
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1 −93,75 0 −100,00
2026-05-13 13F Park Square Financial Group, LLC 63 −60,13 21 −53,49
2026-04-15 13F Perkins Coie Trust Co 19 749 −0,69 6 437 3,71
2026-04-20 13F Courier Capital Llc 1 374 0,73 448 5,18
2026-05-14 13F Schroder Investment Management Group 1 667 429 12,96 542 498 17,00
2026-05-13 13F Choate Investment Advisors 13 681 −1,23 4 459 3,15
2026-05-08 13F King Luther Capital Management Corp 10 042 26,49 3 273 32,10
2026-04-17 13F Webster Bank, N. A. 5 025 3,48 1 638 8,05
2026-05-29 13F Keel Point, LLC 2 957 −12,20 964 −8,37
2026-04-20 13F Norway Savings Bank 1 175 −5,47 383 −1,29
2026-04-07 13F G&S Capital LLC 2 175 −4,23 709 0,00
2026-04-24 13F Essex LLC 0 −100,00 0
2026-05-08 13F Cornerstone Investment Partners, LLC 230 891 −4,42 75 254 −0,19
2026-04-29 13F Investment Research Partners LLC 1 524 −5,22 497 −1,00
2026-05-01 13F Van Cleef Asset Management,Inc 25 932 −0,07 8 452 4,35
2026-04-30 13F Relyea Zuckerberg Hanson LLC 4 454 6,28 1 452 11,02
2026-04-22 13F Portus Wealth Advisors, LLC 11 4
2026-05-14 13F Hara Capital LLC 1 862 0,00 609 4,47
2026-04-29 13F Prossimo Advisors, LLC 0 −100,00 0
2026-04-30 13F Whipplewood Advisors, LLC 70 1 066,67 23 2 100,00
2026-04-27 13F Td Private Client Wealth Llc 4 568 −1,93 1 489 2,41
2026-05-13 13F Korea Investment CORP 364 646 11,24 118 849 16,17
2026-05-05 13F Aware Super Pty Ltd as trustee of Aware Super 1 032 0,00 336 15,46
2026-04-15 13F Journey Strategic Wealth Llc 4 475 19,78 1 459 25,04
2026-04-30 13F Independence Bank of Kentucky 1 587 −4,51 517 −0,19
2026-05-07 13F FourThought Financial Partners, LLC 49 274 8,15 16 060 12,93
2026-01-30 13F R Squared Ltd 0 −100,00 0
2026-05-11 13F S-Bank Fund Management Ltd 3 233 −3,58 1 054 0,67
2026-05-14 13F Vinva Investment Management Ltd 45 826 −4,94 14 909 −1,55
2026-04-01 13F Rowland & Co Investment Counsel/adv 33 347 10 869
2026-05-01 13F First Business Financial Services, Inc. 614 200
2026-04-28 13F PFA Pension, Forsikringsaktieselskab 249 968 10,89 81 472 15,05
2026-04-22 13F Richard Bernstein Advisors LLC 3 844 0,00 1 253 4,42
2026-05-11 13F Rinkey Investments 821 −5,74 268 −1,48
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 43 0,00 14 7,69
2026-05-04 13F Chicago Partners Investment Group LLC 6 409 3,77 2 086 12,22
2026-05-08 13F Eurizon Capital SGR S.p.A. 198 886 64 863
2026-05-14 13F Evoke Wealth, Llc 5 111 −0,49 1 671 3,86
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 50 0,00 16 6,67
2026-05-04 13F Triglav Skladi, D.o.o. 3 500 1 141
2026-04-29 13F Raelipskie Partnership 10 0,00 3 0,00
2026-05-01 13F Citizens Financial Group Inc/ri 46 773 −4,13 15 270 0,14
2026-05-12 13F Sfmg, Llc 1 310 0,00 427 4,41
2026-05-01 13F Pittenger & Anderson Inc 61 174 2,67 19 938 7,21
2026-05-13 13F Capital International Sarl 99 505 −39,87 32 432 −37,21
2026-05-15 13F Cullen Capital Management, LLC 674 033 −1,13 219 688 3,25
2026-04-21 13F Trust Co Of Virginia /va 54 368 −2,20 17 720 2,13
2026-04-22 13F Joel Isaacson & Co., LLC 6 879 1,33 2 242 5,85
2026-05-06 13F Jennison Associates Llc 520 383 −6,17 169 608 −2,02
2026-04-20 13F Benedict Financial Advisors Inc 24 074 3,56 7 846 8,15
2026-05-08 13F Burling Wealth Partners, Llc 1 077 −13,15 351 −9,30
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 117 429 −0,69 38 5,56
2026-05-15 13F/A Vanguard Capital Management Llc 23 255 968 7 579 818
2026-04-23 13F Scissortail Wealth Management, LLC 20 615 1,49 6 719 5,96
2026-05-11 13F Troy Asset Management Ltd 874 776 10,38 285 116 15,27
2026-05-14 13F Financial Engines Advisors L.L.C. 1 001 326
2026-05-15 13F Siemens Fonds Invest GmbH 25 531 3,12 8 321 6,99
2026-05-08 13F Intech Investment Management Llc 36 865 11,98 12 015 16,95
2026-05-15 13F CSM Advisors, LLC 5 690 −3,35 2 0,00
2026-01-14 13F Clarius Group, LLC 1 142 −37,77 356 −31,14
2026-05-01 13F Concord Wealth Partners 8 339 2,43 2 718 6,97
2026-04-20 13F William B. Walkup & Associates, Inc. 17 0,00 5 0,00
2026-05-04 13F Bleakley Financial Group, LLC 11 709 5,30 3 816 9,97
2026-05-01 13F Hohimer Wealth Management, Llc 2 662 7,95 868 12,74
2026-05-01 13F Lincoln Capital LLC 8 763 −0,99 2 856 3,37
2026-05-11 13F 111 Capital 1 808 158,29 589 170,18
2026-04-10 13F BostonPremier Wealth LLC 1 223 0,00 399 4,46
2026-05-11 13F Norges Bank 0 −100,00 0 −100,00
2026-05-04 13F Westside Investment Management, Inc. 285 0,00 94 5,68
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 200 0,00 65 4,84
2026-05-06 13F Nelson Capital Management, LLC 0 −100,00 0 −100,00
2026-02-03 13F Broadwater Capital Management Llc 1 190 −2,46 371 7,85
2026-04-09 13F Everhart Financial Group, Inc. 3 150 14,84 1 027 19,86
2026-04-10 13F Northside Capital Management, LLC 1 996 0,00 651 4,50
2026-04-17 13F RFG Advisory, LLC 1 429 2,00 466 6,41
2026-02-09 13F MQS Management LLC 0 −100,00 0 −100,00
2026-04-16 13F Smith, Salley & Associates 9 954 4,35 3 244 8,97
2026-05-15 13F/A EverSource Wealth Advisors, LLC 7 116 −2,16 2 319 2,16
2026-05-14 13F Rock Point Advisors, LLC 15 949 −1,11 5 198 3,28
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 418 −24,14 136 −20,47
2026-04-17 13F Vermillion Wealth Management, Inc. 26 8
2026-04-20 13F Fiduciary Alliance LLC 828 0,73 271 5,47
2026-04-28 13F Flagship Harbor Advisors, Llc 3 211 −0,19 1 046 4,18
2026-05-01 13F Sawgrass Asset Management Llc 776 6,16 253 10,53
2026-04-15 13F Riversedge Advisors, Llc 1 670 −3,41 544 0,93
2026-01-30 13F BancorpSouth Bank 772 1,85 241 12,68
2026-04-17 13F Charter Trust Co 19 468 −3,29 6 345 1,00
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 709 0,00 231 4,52
2026-04-07 13F Farther Finance Advisors, LLC 21 118 4,93 6 909 9,98
2026-02-17 13F Quantitative Investment Management, LLC 0 −100,00 0 −100,00
2026-05-15 13F Delaware Management Holdings, Inc. 48 110 −12,34 15 680 −8,46
2026-04-17 13F/A Capital Investment Advisors, LLC 7 261 7,35 2 367 12,08
2026-05-08 13F TMB Capital Partners, LLC 6 927 1,46 2 258 5,96
2026-05-13 13F Delta Investment Management, LLC 2 159 −1,77 704 2,63
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 67 0,00 22 5,00
2026-05-08 13F Everett Harris & Co /ca/ 2 412 0,00 786 4,52
2026-05-12 13F Klingenstein Fields & Co Lp 102 196 −1,49 33 309 2,87
2026-05-12 13F Icon Wealth Advisors, LLC 1 639 −36,84 534 −31,31
2026-05-07 13F Legacy Wealth Managment, LLC/ID 36 200,00 12 266,67
2026-05-14 13F Hyperion Capital Advisors LP 995 0,00 324 4,52
2026-05-06 13F Aviance Capital Partners, LLC 862 281
2026-05-14 13F Knollwood Investment Advisory, LLC 2 500 0,00 815 4,36
2026-04-30 13F Simplicity Wealth,LLC 1 068 17,75 348 22,97
2026-04-22 13F Parcion Private Wealth LLC 4 196 −3,43 1 368 0,81
2026-05-01 13F Lester Murray Antman dba SimplyRich 6 862 −0,46 2 0,00
2026-04-09 13F Central Valley Advisors, Llc 4 156 −44,63 1 355 −42,17
2026-05-11 13F Berkshire Asset Management Llc/pa 128 652 0,24 41 932 4,68
2026-04-23 13F Elevate Capital Advisors, LLC 4 652 −10,14 1 516 −6,13
2026-05-05 13F LeClair Wealth Partners LLC 1 978 33,56 645 39,39
2026-04-27 13F Sharp Financial Services, LLC 1 082 0,00 353 4,45
2026-04-01 13F Burkett Financial Services, Llc 12 0,00 4 0,00
2025-12-15 13F/A Hudson Bay Capital Management LP Put 0 −100,00 0 −100,00
2026-04-23 13F PayPay Securities Corp 11 −35,29 4 −40,00
2026-02-11 13F Group One Trading, L.p. Call 29 100 −2,68 9 083 7,62
2026-02-11 13F Group One Trading, L.p. Put 24 900 −4,60 7 772 5,50
2026-04-23 13F North Star Investment Management Corp. 312 0,32 102 4,12
2026-05-14 13F HighPoint Advisor Group LLC 1 875 −1,57 611 2,69
2026-04-30 13F Peterson Wealth Services 11 665 3,71 3 802 8,32
2026-02-12 13F Pitcairn Co 0 −100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 12 014 1,17 3 916 5,64
2026-05-06 13F Atlantic Trust, LLC 1 637 −10,35 534 −6,49
2026-04-28 13F Berkshire Bank 13 336 −4,01 4 347 0,23
2026-05-14 13F Raymond James Financial Inc 4 066 212 −1,30 1 325 285 3,06
2026-05-14 13F Stamos Capital Partners, L.p. 4 234 12,88 1 380 17,86
2026-02-12 13F LWM Advisory Services, LLC 0 −100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2 953 −18,43 963 −14,79
2026-05-14 13F Raymond James Financial Inc Put 1 000 270
2026-05-13 13F Integrated Quantitative Investments LLC 0 −100,00 0
2026-04-27 13F Revisor Wealth Management LLC 1 394 −3,53 454 4,14
2026-04-27 13F DB Fitzpatrick & Co, Inc 4 891 2,00 1 594 6,55
2026-04-17 13F Coerente Capital Management 1 750 0,00 570 4,40
2026-04-30 13F Manning & Napier Advisors Llc 8 856 −8,35 2 886 −4,91
2026-05-14 13F August Group Capital Ltd 905 0,44 295 5,00
2026-05-15 13F Utah Retirement Systems 59 402 −2,83 19 361 1,46
2026-05-19 13F Cim Investment Mangement Inc 3 360 −0,50 1 095 3,89
2026-05-06 13F Fidelis Capital Partners, LLC 3 575 −2,48 1 165 1,84
2026-01-26 13F Northwest Capital Management Inc 0 −100,00 0
2026-04-08 13F M.e. Allison & Co., Inc. 942 −3,78 307 0,33
2026-04-23 13F Moss Adams Wealth Advisors LLC 1 442 6,11 471 10,82
2026-04-29 13F Penobscot Investment Management Company, Inc. 9 119 −2,91 2 972 1,40
2026-05-07 13F West Family Investments, Inc. 1 748 −27,95 570 −24,83
2026-04-16 13F Intergy Private Wealth, LLC 646 −7,58 211 −3,67
2026-04-27 13F Leelyn Smith, LLC 770 0,00 251 4,17
2026-05-04 13F Gratus Wealth Advisors, LLC 3 387 4,76 1 104 9,32
2026-05-15 13F Rehmann Capital Advisory Group 2 418 −6,53 788 −2,35
2026-05-15 13F Verition Fund Management LLC 0 −100,00 0 −100,00
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 0 −100,00 0
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-05-14 13F Proficio Capital Partners LLC 1 224 0,00 399 4,45
2026-05-08 13F Vann Equity Management LLC 2 492 812
2026-05-05 13F Twin Capital Management Inc 10 118 −4,43 3 298 −0,21
2026-04-23 13F Wendell David Associates Inc 634 0
2026-04-29 13F Mycio Wealth Partners, Llc 950 425 −3,27 309 772 1,01
2026-04-22 13F Invera Wealth Advisors, LLC 3 606 −2,59 1 175 1,73
2026-04-24 13F Innova Wealth Partners 1 075 18,39 350 23,67
2026-04-08 13F Bill Few Associates, Inc. 791 0,00 258 4,47
2026-05-12 13F Culbertson A N & Co Inc 0 −100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 103 −1,90 34 −2,94
2026-05-15 13F Barclays Plc 0 −100,00 0 −100,00
2026-05-15 13F Resources Management Corp /ct/ /adv 6 305 0,00 2 100,00
2026-04-21 13F Piedmont Capital Management, LLC/NC 1 457 0,00 475 4,41
2026-05-13 13F Abbot Financial Management, Inc. 4 215 2,21 1 374 6,68
2026-06-03 13F CoreFirst Bank & Trust 599 0,00 195 4,84
2026-05-11 13F Caitong International Asset Management Co., Ltd 0 −100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 1 288 −17,12 420 −13,61
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 168 0,00 55 3,85
2026-05-15 13F Westwood Holdings Group Inc 14 403 0,57 4 694 5,03
2026-04-29 13F United Asset Strategies, Inc. 2 941 6,10 959 10,75
2026-04-21 13F Olstein Capital Management, L.P. 19 000 0,00 6 20,00
2026-05-04 13F Texas Yale Capital Corp. 14 528 −0,01 4 735 4,41
2026-04-28 13F Schear Investment Advisers, LLC 6 178 −2,15 2 014 2,18
2026-04-08 13F IMZ Advisory Inc 1 095 0,27 357 4,71
2026-05-13 13F Mpwm Advisory Solutions, Llc 20 0,00 7 0,00
2026-04-30 13F Indivisible Partners 3 700 125,33 1 206 135,55
2026-05-11 13F Savvy Advisors, Inc. 4 313 −3,43 1 406 0,86
2026-05-14 13F Silvant Capital Management LLC 10 825 −0,82 3 528 3,58
2026-04-30 13F Stablepoint Partners, LLC 5 774 5,15 1 882 9,81
2026-05-13 13F Crews Bank & Trust 298 0,00 97 4,30
2026-05-05 13F State of New Jersey Common Pension Fund D 128 427 −0,73 41 858 3,66
2026-04-10 13F First Bank & Trust 3 147 0,03 1 026 4,49
2026-05-15 13F Excelsior Advisor Network LLC 685 0,00 223 4,69
2026-04-17 13F Brown, Lisle/cummings, Inc. 528 12,34 172 17,81
2026-04-07 13F Sage Capital Advisors,llc 5 665 1 846
2026-05-13 13F Mairs & Power Inc 2 439 4,50 795 9,07
2026-05-11 13F Saturna Capital CORP 1 170 −63,09 381 −61,48
2026-05-12 13F Azimuth Capital Investment Management LLC 50 410 −0,36 16 430 4,05
2026-04-21 13F PDS Planning, Inc 2 697 −0,04 879 4,39
2026-04-24 13F Strs Ohio 190 997 −14,67 62 252 −10,89
2026-04-24 13F Means Investment Co., Inc. 2 301 0,04 750 4,46
2026-05-07 13F Johnson Financial Group, Inc. 10 325 −1,29 3 375 3,05
2026-04-14 13F USA Financial Portformulas Corp 217 −40,71 71 −38,60
2026-05-06 13F Dunhill Financial, LLC 40 5,26 13 18,18
2026-04-15 13F Exchange Traded Concepts, Llc 10 594 7,43 3 453 12,19
2026-05-12 13F Sivia Capital Partners, LLC 9 384 1,43 3 059 5,92
2026-05-13 13F Employees Retirement System of Texas 4 087 −89,23 1 −90,91
2026-05-13 13F Daiwa Securities Group Inc. 88 870 3,12 28 965 111 303,85
2026-04-28 13F Kingswood Wealth Advisors, Llc 8 074 −2,66 2 632 1,62
2026-05-04 13F Y.D. More Investments Ltd 232 −12,12 0
2026-05-04 13F Wellington Shields & Co., LLC 1 061 0,00 346 4,23
2026-05-14 13F StoneX Group Inc. 614 −26,47 201 −23,37
2026-05-15 13F Ascent Group, LLC 6 846 12,38 2 231 17,36
2026-05-14 13F Sunesis Advisors, LLC 2 292 −7,69 747 −3,62
2026-05-07 13F Crewe Advisors LLC 82 −9,89 27 −7,14
2026-04-17 13F Signal Advisors Wealth, LLC 2 959 −0,47 965 3,88
2026-04-21 13F Chapin Davis, Inc. 1 035 0,10 337 4,66
2026-05-04 13F Nicholas Company, Inc. 25 425 0,00 8 287 4,42
2026-04-07 13F Eastern Bank 6 961 0,24 2 269 4,66
2026-04-22 13F Bender Robert & Associates 31 128 −4,79 10 146 −0,58
2026-05-12 13F Dogwood Wealth Management LLC 35 59,09 11 83,33
2026-04-16 13F Bright Rock Capital Management, Llc 0 −100,00 0
2026-04-20 13F Emprise Bank 3 485 −2,95 1 136 1,34
2026-05-12 13F TD Waterhouse Canada Inc. 137 354 185,92 44 877 199,29
2026-06-01 13F Caerus Investment Advisors, LLC 4 539 −28,06 1 479 −24,89
2026-04-09 13F Secure Asset Management, LLC 0 −100,00 0
2026-04-28 13F Appleton Partners Inc/ma 1 924 −0,82 1
2026-05-15 13F Headinvest, Llc 2 429 −1,78 792 2,59
2026-02-06 13F Paradigm Capital Management, LLC/NV 0 −100,00 0
2026-04-13 13F Highland Capital Management, Llc 14 418 −1,57 4 699 2,80
2026-04-30 13F Verdence Capital Advisors LLC 32 433 −8,21 10 571 −4,14
2026-04-13 13F GoalVest Advisory LLC 129 0,00 42 5,00
2026-05-06 13F LPL Financial LLC 543 222 5,68 177 053 10,36
2026-05-07 13F Metis Global Partners, LLC 15 666 −8,55 5 106 −4,49
2026-04-20 13F Ritholtz Wealth Management 9 746 0,08 3 176 4,51
2026-05-15 13F Fayez Sarofim & Co 1 068 988 −0,23 348 415 4,19
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-04-01 13F Neville Rodie & Shaw Inc 6 874 −2,96 2 0,00
2026-04-16 13F Stanley-Laman Group, Ltd. 3 187 0,00 1 039 4,43
2026-05-06 13F Bartlett & Co. Wealth Management Llc 228 438 −3,30 74 270 0,46
2026-04-23 13F Rexford Capital Inc 583 0,00 190 4,97
2026-04-23 13F Vista Investment Partners Ii, Llc 9 486 1,69 3 092 6,18
2026-05-13 13F Prudential Financial Inc 89 656 8,87 29 222 13,68
2026-05-08 13F Roundview Capital LLC 8 144 −2,49 2 654 1,84
2026-05-12 13F Stokes Family Office, LLC 783 −13,96 255 −10,21
2026-05-14 13F DnB Asset Management AS 535 992 3,13 174 696 7,70
2026-02-12 13F Commonwealth Equity Services, Llc 74 189 −11,38 23 156 100 573,91
2026-04-21 13F Pinnacle Associates Ltd 16 312 −0,21 5 316 4,19
2026-05-07 13F Florida Financial Advisors, Llc 1 448 21,58 473 27,22
2026-05-06 13F Pekin Hardy Strauss, Inc. 4 239 −10,55 1 382 −6,63
2026-05-08 13F Resources Investment Advisors, LLC. 9 973 −3,80 3 251 0,46
2026-05-12 13F National Pension Service 1 161 201 1,11 378 470 5,58
2026-05-12 13F Covington Investment Advisors Inc. 2 284 0,00 1
2026-05-14 13F Aviva Plc 308 715 −2,41 100 619 1,91
2026-05-12 13F Meiji Yasuda America Inc 16 122 −1,35 5 255 3,02
2026-05-07 13F Basepoint Wealth LLC 4 0,00 1 0,00
2026-05-13 13F Monetary Management Group Inc 2 495 0,00 813 4,50
2026-05-12 13F CBIZ Investment Advisory Services, LLC 9 −89,02 3 −92,00
2026-05-15 13F NEOS Investment Management LLC 52 497 3,42 17 110 8,00
2026-05-14 13F L2 Asset Management, LLC 2 013 7,59 656 12,52
2026-04-20 13F LS Investment Advisors, LLC 42 844 −4,74 13 964 −0,53
2026-04-30 13F Core Alternative Capital 16 205 −7,10 5 282 −2,99
2026-05-01 13F Wealthspire Advisors, LLC 4 336 −34,73 1 413 −31,84
2026-05-13 13F Cove Private Wealth, LLC 2 936 25,68 957 31,14
2026-05-13 13F Lloyd Advisory Services, LLC. 19 6
2026-04-21 13F Robeco Institutional Asset Management B.V. 330 441 −2,12 107 701 2,21
2026-04-28 13F LGT Group Foundation 203 043 1,45 66 178 5,25
2026-05-11 13F Allstate Corp 42 074 42,44 13 713 48,75
2026-01-22 13F Encompass Wealth Advisors, Llc 0 −100,00 0
2026-05-15 13F Worldquant Millennium Advisors Llc 0 −100,00 0
2026-05-01 13F Securian Asset Management, Inc 9 852 −1,00 3 211 3,38
2026-04-28 13F Everence Capital Management Inc 12 990 0,00 4 0,00
2026-05-12 13F Stifel Financial Corp 819 509 −2,21 267 123 2,12
2026-04-08 13F Canandaigua National Corp 4 408 −50,69 1 437 143 500,00
2026-04-17 13F Baker Ellis Asset Management LLC 1 874 −2,85 611 1,33
2026-04-15 13F Krs Capital Management, Llc 3 522 −0,82 1 148 3,61
2026-04-28 13F Harbor Capital Advisors, Inc. 69 −20,69 0
2026-05-14 13F Coign Capital Advisors LLC 2 409 −3,29 785 1,03
2026-04-15 13F Valley National Advisers Inc 4 737 −0,19 2 0,00
2026-04-16 13F Quotient Wealth Partners, LLC 1 416 −2,41 462 1,99
2026-04-22 13F Pictet Asset Management Holding SA 169 121 −17,71 55 121 −14,08
2026-05-04 13F Mml Investors Services, Llc 48 507 −7,25 15 810 −3,15
2026-04-17 13F Kennebec Savings Bank 2 984 −0,60 973 3,85
2026-04-16 13F Evolve Private Wealth, Llc 10 310 −5,29 3 360 −1,41
2026-04-14 13F Seven Mile Advisory 685 −25,46 223 −22,03
2026-04-02 13F Hilltop National Bank 338 110
2026-05-01 13F BKD Wealth Advisors, LLC 1 591 −1,00 519 3,39
2026-05-15 13F DV Trading LLC 760 39,96 248 46,15
2026-05-15 13F Connors Investor Services Inc 62 001 −0,49 20 208 3,94
2026-05-07 13F First Command Advisory Services, Inc. 270 −62,03 88 −60,18
2026-05-04 13F First Foundation Advisors 805 −2,90 262 1,55
2026-05-08 13F Burke & Herbert Bank & Trust Co 2 348 0,43 765 4,94
2026-05-14 13F Gladstone Institutional Advisory LLC 1 741 −9,46 568 −5,50
2026-05-14 13F Lighthouse Investment Partners, LLC 14 044 −66,97 4 577 −65,51
2026-04-23 13F/A XXEC, Inc. 50 041 473,34 15 572 471,66
2026-05-11 13F Becker Capital Management Inc 84 344 −1,53 27 572 2,82
2026-04-21 13F Meridian Financial, LLC 661 0,00 215 4,37
2026-05-11 13F Ashton Thomas Private Wealth, LLC 2 574 1,90 839 6,08
2026-02-13 13F/A Texas Permanent School Fund 0 −100,00 0
2026-04-14 13F Perpetual Ltd 8 288 −0,32 2 701 4,08
2026-04-23 13F Merrion Investment Management Co, LLC 2 771 0,00 903 4,15
2026-05-05 13F Wagner Wealth Management, Corp 1 750 570
2026-05-14 13F Rockefeller Capital Management L.P. 268 873 0,47 87 662 4,92
2026-05-11 13F Rossby Financial, LCC 538 97,79 176 109,52
2026-05-06 13F Alteri Wealth LLC 623 203
2026-05-15 13F Gilder Gagnon Howe & Co Llc 28 673 −0,65 9 345 3,75
2026-05-13 13F Kovitz Investment Group Partners, LLC 7 025 3,69 2 290 8,28
2026-04-10 13F Rede Wealth, LLC 1 703 0,00 555 4,52
2026-04-28 13F Baxter Bros Inc 17 878 6,69 5 827 11,40
2026-04-28 13F Robertson Stephens Wealth Management, LLC 3 342 0,36 1 092 4,80
2026-04-29 13F Cary Street Partner Investment Advisory Llc 1 834 12,58 598 17,52
2026-05-13 13F Douglass Winthrop Advisors, LLC 8 346 −9,00 2 720 −4,96
2026-05-13 13F 1620 Investment Advisors, Inc. 21 0,00 7 0,00
2026-05-08 13F Dockside LLC Put 9 586 3 124
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 2 727 0,00 889 4,35
2026-05-14 13F FORA Capital, LLC 640 −89,78 209 −75,81
2026-05-14 13F Dodge & Cox 722 0,00 235 4,44
2026-05-12 13F First Western Trust Bank 1 416 0,71 462 5,25
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 75 295 −1,24 24 613 3,12
2026-05-12 13F GoodHaven Capital Management, LLC 54 338 0,01 17 710 4,44
2026-05-11 13F Connor, Clark & Lunn Investment Management Ltd. 221 294 195,95 72 126 209,05
2026-04-06 13F WASHINGTON TRUST Co 52 348 1,42 17 062 5,90
2026-05-12 13F Kovack Advisors, Inc. 1 846 −12,10 602 −8,09
2026-05-15 13F Intesa Sanpaolo S.p.a. 14 −97,95 5 −98,13
2026-05-15 13F Ameriflex Group, Inc. 567 41,75 185 48,39
2026-05-12 13F Waterloo Capital, L.P. 2 704 3,01 881 7,57
2026-05-15 13F Citadel Advisors Llc Put 55 600 −70,33 18 122 −69,02
2026-04-23 13F Asset Planning,Inc 4 495 0,31 1 465 4,72
2026-05-07 13F ESL Trust Services, LLC 180 0,00 59 3,57
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 290 585 46,37 94 710 52,85
2026-05-15 13F Citadel Advisors Llc Call 173 700 6,24 56 614 10,94
2026-04-10 13F Octavia Wealth Advisors, LLC 986 −5,37 322 −0,92
2026-05-15 13F Citadel Advisors Llc 254 981 8,63 83 106 13,44
2026-04-20 13F First PREMIER Bank 25 0,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 400 0,00 130 4,84
2026-05-12 13F Strategic Wealth Partners, Ltd. 1 769 −5,95 577 −1,87
2026-04-16 13F Rainier Family Wealth Inc 0 −100,00 0
2026-04-27 13F Hi-Line Capital Management, LLC 31 988 −0,14 10 457 4,28
2026-05-08 13F Oslo Pensjonsforsikring AS 1 294 422
2026-05-15 13F D. E. Shaw & Co., Inc. 5 989 −75,53 1 952 −74,45
2026-05-13 13F Aviso Financial Inc. 831 3,49 271 8,00
2026-05-15 13F D. E. Shaw & Co., Inc. Call 31 700 −30,94 10 332 −27,89
2026-04-28 13F Stratos Wealth Partners, LTD. 8 768 1,14 2 858 5,62
2026-05-11 13F High Note Wealth, LLC 53 6,00 17 13,33
2026-04-23 13F Intrua Financial, LLC 752 −2,46 245 2,08
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 2 045 −1,21 667 3,10
2026-05-05 13F Howard Capital Management Inc. 1 584 −50,16 516 −47,93
2026-05-04 13F Teachers Retirement System Of The State Of Kentucky 259 587 16,10 85 21,74
2026-04-20 13F Assenagon Asset Management S.A. 138 288 1 180,92 45 072 1 237,85
2026-04-13 13F E Fund Management Co., Ltd. 1 354 40,46 441 58,06
2026-05-04 13F 1st Source Bank 2 916 −0,21 950 4,17
2026-05-13 13F GW&K Investment Management, LLC 757 −0,39 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 33 220 48,57 10 827 55,14
2026-05-12 13F CIBC Bancorp USA Inc. 228 833 319,41 74 616 384,55
2026-05-07 13F Wcm Investment Management, Llc 93 010 332,12 30 261 347,57
2026-05-18 13F Arkadios Wealth Advisors Call 0 −100,00 0 −100,00
2026-04-10 13F AssuredPartners Investment Advisors, LLC 3 123 −31,84 1 021 −28,67
2026-04-21 13F Crown Wealth Group, LLC 846 4,70 276 9,13
2026-04-21 13F Merkkuri Wealth Advisors LLC 88 29
2026-05-11 13F Portfolio Design Labs, LLC 950 310
2026-05-11 13F HBK Sorce Advisory LLC 2 559 4,66 818 0,99
2026-05-14 13F Fieldview Capital Management, LLC 1 013 330
2026-05-15 13F Prelude Capital Management, Llc 0 −100,00 0
2026-05-11 13F Schulhoff & Co Inc 647 0,00 211 4,48
2026-04-20 13F First American Bank 3 134 11,37 1 021 16,29
2026-05-19 13F Front Row Advisors LLC 220 0,00 72 4,41
2026-04-01 13F Adelphi Trust Co 2 135 10,22 696 15,07
2026-04-22 13F Berry Wealth Group, LP 4 515 −4,40 1 472 −0,20
2026-05-08 13F Financial Strategies Group, Inc. 33 233 0,86 10 787 5,85
2026-04-24 13F Bayban 544 7,09 177 12,03
2026-05-08 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2026-05-15 13F Susquehanna Fundamental Investments, Llc 104 529 −2,63 34 069 1,68
2026-04-16 13F Thompson Davis & Co., Inc. 6 025 −1,63 1 964 2,72
2026-05-11 13F Gulf International Bank (UK) Ltd 28 874 50,75 9 80,00
2026-04-24 13F USS Investment Management Ltd 66 014 1,64 21 513 6,12
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
DE:AEX 266,00 €
US:CB 314,50 US$
GB:0VQD 314,30 US$
IT:1CB 266,40 €
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista