Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Hercules Capital, Inc. inkluderar Custom Index Systems, Llc, Panoramic Investment Advisors, Llc, Citigroup Inc, Mather Group, Llc., Riverbridge Partners Llc, CMH Wealth Management LLC, Commerce Advisors, LLC, Palogic Value Management, L.P., Entropy Technologies, LP, Adirondack Trust Co, IFC Advisors LLC, Brinker Capital Investments, LLC, Diversify Wealth Management, Llc, Cantor Fitzgerald, L. P., Great Valley Advisor Group, Inc., Kfg Wealth Management, Llc, Rsm Us Wealth Management Llc, Independent Advisor Alliance, Golden State Equity Partners, och Sovereign Financial Group, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Lido Advisors, LLC | 77 549 | 16,10 | 1 145 | −9,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 171 900 | 692,17 | 2 539 | 522,06 | |||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 6 | 0 | ||||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 10 736 | 159 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4 132 | 2,71 | 58 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 535 | 23 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 12 908 | 191 | ||||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 122 078 | 21,21 | 1 803 | −4,85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 998 | 159,14 | 30 | |||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 13 915 | 206 | ||||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 76 767 | 19,02 | 1 134 | −6,60 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 774 | 189 | ||||||
| 2026-05-14 | 13F | Natixis | 118 634 | 0,22 | 1 752 | −21,33 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 64 717 | 10,49 | 956 | −13,34 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16 059 | 237 | ||||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 119 974 | 106,74 | 2 258 | 105,74 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2 921 | 2,71 | 44 | −15,38 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45 197 | 139,95 | 851 | 138,76 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 28 876 | 16,83 | 426 | −8,39 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 000 | 44 | ||||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 10 528 | 155 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 20 | 0 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 495 278 | 12,23 | 7 | −12,50 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 44 381 | 33,07 | 656 | 4,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 76 856 | 90,70 | 1 135 | 49,74 | ||||
| 2026-05-15 | 13F | State Street Corp | 223 172 | 4,37 | 3 296 | −18,09 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 227 010 | 10,51 | 3 353 | −13,30 | ||||
| 2026-05-06 | 13F | Panoramic Investment Advisors, Llc | 799 775 | 11 813 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 210 445 | 8,50 | 3 108 | −14,85 | ||||
| 2026-05-12 | 13F | Danske Bank A/s | 9 | 125,00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 605 | 10,16 | 24 | −14,81 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 153 | 20,10 | 17 | −5,56 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 12 150 | 179 | ||||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 62 147 | 0,87 | 918 | −20,88 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 3 998 | 2,70 | 59 | −19,18 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 25 523 | 104,12 | 377 | 60,00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | Put | 100 | 0 | |||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 133 000 | 122,04 | 2 503 | 121,11 | |||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 90 672 | 1 339 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 213 400 | 72,79 | 4 016 | 71,99 | |||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 1 025 337 | 0,65 | 15 144 | −21,01 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 56 693 | 771,80 | 1 067 | 773,77 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 893 102 | 17,55 | 13 191 | −7,74 | ||||
| 2026-05-15 | 13F | Atom Investors LP | 24 882 | 368 | ||||||
| 2026-05-15 | 13F | FJ Capital Management LLC | 277 666 | 63,35 | 4 101 | 28,20 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 384 372 | 87,21 | 5 677 | 46,96 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 155 700 | 2 300 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2 045 | 10,84 | 30 | −11,76 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14 595 | 43,13 | 216 | 12,57 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 40 640 | 2,52 | 600 | −19,57 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 19 920 | 69,60 | 294 | 33,64 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 63 773 | 163,78 | 942 | 106,81 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 24 085 | 8,02 | 356 | −15,27 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 107 492 | 1,03 | 2 | −50,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 438 077 | 13,49 | 6 469 | −10,96 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 167 | 7,95 | 91 | −14,95 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 749 207 | 1,18 | 11 066 | −20,60 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 44 700 | 2,48 | 660 | −19,51 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 10 706 | 158 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 124 677 | 13,80 | 1 421 | −6,95 | ||||
| 2026-05-15 | 13F | AREX Capital Management, LP | 8 000 | 118 | ||||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 8 620 | 127 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 39 643 | 18,48 | 586 | −7,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2 235 750 | 46,46 | 33 022 | 14,94 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 200 | 18 | ||||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 617 833 | 6,44 | 9 125 | −16,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27 989 | 4,17 | 413 | −18,22 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 470 541 | 16,79 | 6 950 | −8,35 | ||||
| 2026-04-23 | 13F | Muzinich & Co., Inc. | 1 350 125 | 1,07 | 19 941 | −20,68 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 10 000 | 148 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 382 058 | 25,11 | 49 243 | −3,67 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 15 060 | 1,98 | 222 | −19,86 | ||||
| 2026-05-12 | 13F | Creative Planning | 68 784 | 9,19 | 1 016 | −14,35 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3 267 | 2,70 | 48 | −18,64 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 10 717 | 158 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 113 676 | 2,31 | 1 679 | −19,75 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 264 616 | 13,50 | 18 678 | −10,92 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 21 567 | 319 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | Put | 250 000 | 3 692 | |||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 45 000 | 28,57 | 665 | 0,91 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 995 | 15 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 19 387 | 0 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 124 353 | 1 837 | ||||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 51 378 | 377,67 | 759 | 275,25 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 125 136 | 1 848 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 | 0 | ||||||
| 2026-04-29 | 13F | Invested Advisors | 13 762 | 2,16 | 203 | −19,76 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 65 120 | 962 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11 133 | 164 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 45 142 | 667 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 22 235 | 14,70 | 328 | −9,89 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 151 796 | 680,64 | 2 242 | 514,25 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10 032 | 148 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 100 693 | 88,09 | 1 487 | 47,67 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 100 895 | 16,13 | 1 490 | −8,87 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 109 084 | 1 611 | ||||||
| 2026-04-22 | 13F | Border to Coast Pensions Partnership Ltd | 475 000 | 18,75 | 7 | 0,00 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 142 488 | 41,61 | 2 105 | 11,15 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 65 539 | 35,08 | 968 | 6,02 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 66 525 | 56,72 | 983 | 23,06 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7 090 | 17,09 | 105 | −7,96 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 22 721 | 336 | ||||||
| 2026-04-23 | 13F | Lansforsakringar Fondforvaltning AB (publ) | 106 912 | 27,31 | 1 579 | −0,06 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 1 548 960 | 87,63 | 22 878 | 47,26 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 81 862 | 752,29 | 1 209 | 571,67 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 280 300 | 637,63 | 4 140 | 479,02 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 815 385 | 72,70 | 12 043 | 35,54 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 24 410 | 5,67 | 459 | 5,28 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 357 | 35 | ||||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 56 | 1,82 | 1 | −100,00 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 104 563 | 0,48 | 1 544 | −21,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13 367 | 15,96 | 197 | −8,80 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 7 561 | 33,30 | 112 | 4,72 | ||||
| 2026-05-15 | 13F | Cantor Fitzgerald, L. P. | 18 000 | 266 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 84 349 | 23,52 | 1 246 | −3,11 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 186 760 | 0,78 | 2 758 | −20,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 1 336 600 | 292,89 | 19 742 | 208,36 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 442 571 | 2 007,98 | 6 537 | 1 554,68 | ||||
| 2026-05-14 | 13F | Estabrook Capital Management | 2 453 | 2,34 | 36 | −20,00 | ||||
| 2026-05-14 | 13F | Virtus Investment Advisers, Inc. | 34 656 | 3,40 | 512 | −18,89 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2 043 | 0,25 | 30 | −21,05 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 1 095 | 13,47 | 16 | −11,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 14 436 | 4,46 | 210 | −19,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 493 992 | 49,17 | 36 836 | 17,07 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 14 803 | 0,02 | 219 | −21,58 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 21 567 | 319 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13 287 | 2,70 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 13 239 | 3,07 | 196 | −19,09 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 135 489 | 16,42 | 16 771 | −8,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12 374 | 183 | ||||||
| 2026-05-08 | 13F | Legal & General Group Plc | 1 498 653 | 8,43 | 22 143 | −14,85 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9 741 | 6,60 | 144 | −16,37 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2 000 | 30 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 89 200 | 82,04 | 1 317 | 42,84 | |||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 116 700 | 197,70 | 1 724 | 133,79 | |||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 63 707 | 17,51 | 941 | −7,84 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 48 527 | 44,45 | 717 | 13,29 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 37 120 | 11,07 | 548 | −12,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 913 | 75,09 | 73 | 38,46 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 200 | 3 | ||||||
| 2026-05-14 | 13F | Entropy Technologies, LP | 27 414 | 405 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3 435 | 51 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 39 741 | 1,76 | 587 | −20,16 | ||||
| 2026-03-26 | 13F/A | Peak6 Llc | 81 | 1 | ||||||
| 2026-05-14 | 13F | Fieldview Capital Management, LLC | 40 418 | 597 | ||||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 53 | 1,92 | 1 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 100 251 | 0,56 | 1 481 | −21,11 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 942 | 3,08 | 29 | −20,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 856 216 | 3,38 | 12 646 | −18,87 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 58 770 | 6,15 | 866 | −16,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 206 303 | 3 047 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 234 092 | 0,01 | 3 458 | −21,50 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1 602 | 2,69 | 24 | −20,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 21 122 | 44,43 | 312 | 13,09 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 19 273 267 | 28 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 275 | 2,00 | 19 | −21,74 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 36 082 | 46,53 | 533 | 14,90 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 18 995 | 0,08 | 281 | −21,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 256 621 | 19,34 | 3 790 | −6,33 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 151 940 | 912,80 | 2 244 | 695,74 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 3 610 | 2,70 | 55 | −15,38 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 31 | 688 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 24 000 | 354 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 21 032 | 326 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 70 900 | 1 047 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 2 324 859 | 43,82 | 34 338 | 12,88 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 109 100 | 80,33 | 1 611 | 41,56 | |||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 3 500 | 52 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 29 845 | 110,01 | 441 | 64,79 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 994 | 177 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 20 387 | 0,59 | 301 | −21,00 | ||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 34 783 | 514 | ||||||
| 2026-05-15 | 13F | Ares Management Llc | 776 606 | 285,21 | 11 470 | 202,32 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 14 019 | 0,11 | 207 | −21,29 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10 755 | 159 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 10 000 | 148 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Call | 110 300 | 335,97 | 1 629 | 242,23 | |||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 144 459 | 27,16 | 2 134 | −0,23 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Put | 296 300 | 1 291,08 | 4 376 | 994,00 | |||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 92 230 | 2 998,09 | 1 362 | 2 332,14 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 391 972 | 195,41 | 5 789 | 131,84 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 878 600 | 174,38 | 12 476 | 107,04 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 98 333 | 9,75 | 1 452 | −13,88 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 323 397 | 4,59 | 4 777 | −17,92 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 59 045 | 66,07 | 872 | 30,34 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 9 607 | 82,61 | 142 | 42,42 | ||||
| 2026-01-13 | 13F/A | Sanctuary Advisors, LLC | 10 146 | 192 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 16 929 | 63,11 | 250 | 28,21 | ||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 31 986 | 31,34 | 454 | −0,87 | ||||
| 2026-05-15 | 13F | Aigen Investment Management, Lp | 12 089 | 179 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15 592 | 231 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 142 061 | 0,76 | 2 098 | −20,92 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 130 771 | 137,64 | 1 931 | 86,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 750 | 174 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1 750 | 26 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 197 967 | 0,00 | 2 924 | −21,53 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 14 513 | 6,10 | 214 | −16,73 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 79 899 | 11,64 | 1 180 | −12,33 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 425 | 112,50 | 6 | 100,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 49 061 | 2,28 | 725 | −19,73 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 18 166 | 36,63 | 264 | 5,60 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 12 879 | 3,14 | 190 | −19,15 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Put | 10 000 | 148 | |||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 10 323 | 0 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 75 900 | 1 121 |
