Grundläggande statistik
| Institutionella ägare | 205 total, 205 long only, 0 short only, 0 long/short - change of 5,61% MRQ |
| Genomsnittlig portföljallokering | 0.1353 % - change of −3,79% MRQ |
| Institutionella aktier (lång) | 26 359 393 (ex 13D/G) - change of 2,84MM shares 12,10% MRQ |
| Institutionellt värde (lång) | $ 344 568 USD ($1000) |
Institutionellt ägande och aktieägare
PIMCO Corporate & Income Opportunity Fund (US:PTY) har 205 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 26,359,393 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, XML Financial, LLC, Cetera Investment Advisers, Invesco Ltd., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc .
PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) 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%.
The share price as of September 5, 2025 is 14,31 / share. Previously, on September 9, 2024, the share price was 14,30 / share. This represents an increase of 0,07% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 32 827 | 15,78 | 457 | 11,49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5 415 | 0,00 | 75 | −3,85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 29 828 | −2,08 | 415 | −5,91 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 51 450 | 0,98 | 716 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 319 | −54,81 | 18 | −57,14 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 16 745 | 0,00 | 233 | −4,13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 000 | −63,48 | 139 | −64,90 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 128 837 | 1 792 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 235 | 2,57 | 17 | 0,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 52 000 | 723 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 700 | 0,00 | 10 | −10,00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 19 940 | 2,63 | 277 | −1,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 69 524 | 0,01 | 967 | −3,78 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15 036 | 9,51 | 209 | 5,56 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12 104 | 2,26 | 167 | 3,73 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 312 | −16,84 | 199 | −19,76 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 826 | 6,01 | 192 | 2,13 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 3 200 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 547 | 210,07 | 216 | 222,39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78 287 | 9,07 | 1 089 | 4,92 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 19 167 | 265 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 726 392 | −8,52 | 10 104 | −11,99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 088 | −5,52 | 252 | −9,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 572 | 6,55 | 1 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 025 | 0,00 | 42 | −2,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 787 260 | 16,31 | 10 952 | 11,88 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11 978 | −2,60 | 167 | −6,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 466 153 | 1,84 | 20 394 | −2,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18 269 | 0,00 | 254 | −3,79 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 18 686 | 0,00 | 260 | −4,07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 965 | 0,00 | 27 | −3,57 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 63 530 | 0,00 | 884 | −3,81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 33 546 | −0,22 | 467 | −4,12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 71 608 | 4,54 | 996 | 0,61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56 090 | 71,69 | 780 | 65,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 636 884 | 10,07 | 8 859 | 5,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175 601 | 12,10 | 2 443 | 8,53 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 116 | 8,30 | 169 | 4,35 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 126 | 146 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 192 653 | −39,69 | 2 680 | −41,99 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 104 655 | 2,15 | 1 456 | −1,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 476 207 | 74,82 | 6 624 | 68,16 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 88 400 | 0,00 | 1 230 | −3,83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 226 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 59 740 | −25,35 | 831 | −28,26 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 14 851 | 0,32 | 207 | −3,74 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 241 | −38,65 | 143 | −41,08 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 167 163 | 1,94 | 2 417 | 2,59 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 27 817 | 0,00 | 387 | −3,98 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10 341 | 144 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 31 211 | 434 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17 334 | 0,99 | 241 | −2,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 15 000 | 0,00 | 209 | −3,70 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 111 597 | 1,16 | 1 552 | −2,70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 021 | 139 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 56 931 | 792 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 38 493 | 48,41 | 535 | 42,67 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 289 | 646 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 19 432 | −0,87 | 270 | −4,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 399 | 145 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13 575 | 0,00 | 189 | −4,08 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 703 | 0,50 | 361 | −3,23 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 109 | 0,00 | 85 | −4,55 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 39 376 | 7,26 | 548 | 3,21 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 986 | 2,53 | 28 | −3,57 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18 430 | 19,00 | 256 | 14,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 850 | 0,00 | 12 | −8,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 735 | 31,64 | 108 | 25,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26 005 | 3,92 | 362 | −0,28 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 16 152 | 225 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 23 113 | 0,00 | 322 | −3,89 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 126 685 | 3,32 | 1 762 | −0,62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 955 | −1,27 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 93 692 | 1 303 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 568 701 | 2,26 | 35 731 | −1,63 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34 708 | 2,24 | 483 | −1,63 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 30 118 | −9,06 | 419 | −12,55 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63 609 | −15,43 | 1 | −100,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115 161 | 107,38 | 1 602 | 99,63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 271 | 0,00 | 199 | −3,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 095 | 154 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 86 888 | 3,81 | 1 209 | −0,17 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 42 804 | 8,35 | 600 | 4,35 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 72 950 | −4,27 | 1 015 | −7,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 193 331 | 0,31 | 2 689 | −3,48 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 28 675 | 399 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 503 | 64,63 | 160 | 60,00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 17 847 | 0,00 | 248 | −3,88 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 621 | 2,64 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 803 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 435 279 | −4,19 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 990 | 10,03 | 209 | 5,58 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 745 | 0,00 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25 207 | 14,31 | 354 | 10,31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 14 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 42 198 | −19,16 | 587 | −22,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 069 | −13,36 | 237 | −16,55 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 460 307 | 2,35 | 6 403 | −1,55 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 22 900 | 0,00 | 319 | −3,93 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 239 400 | 54,48 | 3 330 | 48,66 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 39 535 | −11,21 | 550 | −14,62 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 22 574 | 1,08 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 26 189 | −18,84 | 376 | −19,31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 101 430 | 0,38 | 1 411 | −3,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 850 | −13,27 | 12 | −21,43 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 44 133 | 53,62 | 638 | 53,37 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 244 | 115 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 300 | 4 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 40 239 | −4,14 | 560 | −7,76 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 65 922 | −1,21 | 917 | −4,98 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 1 115 | 0,00 | 16 | −6,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 095 | 0,00 | 196 | −3,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 102 029 | 22,95 | 1 419 | 18,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 333 526 | 425,13 | 4 639 | 405,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 500 | 0,00 | 21 | −4,76 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 200 | 0,00 | 31 | −3,23 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | 533,33 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 677 | 64,00 | 649 | 57,66 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28 152 | −10,68 | 392 | −14,07 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 327 266 | 2,87 | 4 552 | −1,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 713 | 42,04 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 688 430 | 13,22 | 9 576 | 8,92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 791 | 16,79 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 41 786 | 11,41 | 582 | 7,20 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20 126 | 83,53 | 280 | 76,58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 602 | 0,00 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 790 | 0,00 | 470 | −3,69 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 55 325 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20 110 | 2,84 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 21 336 | 0,39 | 297 | −3,58 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 175 769 | −0,32 | 2 445 | −4,12 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 111 940 | 12,35 | 1 557 | 8,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 42 866 | 0,00 | 596 | −3,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 81 408 | −7,98 | 1 132 | −11,49 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 168 677 | 0,26 | 2 345 | 5,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 600 | 0,00 | 22 | −4,35 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0,00 | 12 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 400 | 15,49 | 228 | 11,22 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 500 | 0,00 | 7 | −14,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 258 527 | 10,09 | 3 596 | 5,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 22 145 | 0,66 | 308 | −3,14 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10 426 | 0,00 | 145 | −3,33 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 620 | 0,00 | 23 | −4,35 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 578 | 11,01 | 759 | 6,90 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 151 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932 377 | −13,86 | 13 | −20,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 127 095 | 33,47 | 1 768 | 28,42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 400 | 0,00 | 6 | 0,00 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 20 965 | 292 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 82 100 | 13,71 | 1 142 | 9,39 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 17 458 | 0,00 | 243 | −3,97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 198 042 | −4,03 | 2 755 | −9,32 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 51 785 | 0,00 | 720 | −3,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 600 746 | 6,13 | 36 176 | 2,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 694 | 0,00 | 37 | −2,63 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24 000 | 0,00 | 334 | −4,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 49 774 | 14,45 | 692 | 10,19 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 44 073 | 613 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 341 | 27,24 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 155 678 | 15,60 | 2 165 | 11,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 203 | 0,22 | 142 | −4,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 256 | 170 | ||||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 008 | −1,98 | 223 | −5,93 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 50 210 | 0,00 | 698 | −3,86 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 125 022 | 0,00 | 1 739 | −3,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 391 171 | 20,83 | 5 441 | 16,24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10 608 | 0,00 | 148 | −3,92 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 125 301 | 12,23 | 1 723 | 4,87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 963 850 | 12,90 | 27 317 | 8,61 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 179 006 | 16 400 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 122 | −0,03 | 43 | 7,50 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 598 332 | 1,46 | 8 323 | −2,40 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 434 285 | 2,12 | 6 041 | −1,77 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 21 933 | 2,47 | 305 | −1,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 350 | 46 | ||||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 503 | 16,18 | 243 | 11,98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 493 | 5,03 | 1 189 | 1,02 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 383 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 26 536 | −39,71 | 369 | −41,98 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19 526 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 158 705 | −3,42 | 2 208 | −7,11 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 512 364 | 1,42 | 21 037 | −2,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 950 | −50,63 | 27 | −52,63 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 23 000 | 0,00 | 323 | −3,88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 385 | −24,53 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6 000 | 0,00 | 84 | −3,49 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 26 095 | 15,10 | 363 | 10,70 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51 410 | 16,96 | 715 | 18,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 200 | 0,00 | 142 | −4,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 479 | −40,29 | 62 | −42,59 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 700 | 0,00 | 93 | −3,12 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 27 411 | 2,34 | 381 | −1,55 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 120 499 | −20,40 | 1 676 | −23,40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 715 | 0,00 | 10 | −10,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53 347 | 2,09 | 742 | −1,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 599 | 22 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102 953 | 3,51 | 1 432 | −0,42 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3 425 | 0,00 | 48 | −4,08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 000 | −9,09 | 42 | −12,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 048 | −78,08 | 141 | −79,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 578 015 | 17,49 | 8 040 | 13,03 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 700 | 0,00 | 10 | −10,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2 500 | 0,00 | 35 | −5,56 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 16 914 | 2,59 | 235 | −1,26 |
