Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock) inkluderar Carrera Capital Advisors, Jain Global LLC, Arjuna Capital, Glenmede Investment Management, LP, Sivia Capital Partners, LLC, Thoroughbred Financial Services, Llc, Merit Financial Group, LLC, Bayforest Capital Ltd, Congress Wealth Management LLC / DE /, HB Wealth Management, LLC, Natural Investments, Llc, AlphaCore Capital LLC, U.S. Capital Wealth Advisors, LLC, FLC Capital Advisors, Arista Wealth Management, LLC, Bulltick Wealth Management, LLC, Buckingham Strategic Partners, Rexford Capital Inc, Twin Peaks Wealth Advisors, LLC, och Ancora Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 4 101 661 | 6,12 | 63 412 | 10,33 | ||||
| 2025-08-14 | 13F | Jain Global LLC | 138 146 | 2 136 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 34 242 | 11,50 | 529 | 16,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 013 022 | 4,67 | 15 661 | 8,82 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 170 | 4,68 | 34 | 10,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 12 604 | 7,86 | 195 | 12,14 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 78 329 | 277,82 | 1 211 | 292,86 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 22 088 | 3,35 | 341 | 6,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 159 863 | 0,36 | 2 471 | 4,35 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 276 | 4 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 12 136 | 1,88 | 188 | 5,65 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 90 | 1 | ||||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65 699 | 107,90 | 987 | 116,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43 318 | 233,27 | 644 | 274,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 177 | 212,43 | 80 | 233,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 112 | 29,14 | 234 | 33,91 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10 961 | 169 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 108 | 45,07 | 218 | 51,39 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 21 772 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 063 | 18,58 | 156 | 23,02 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56 436 | 30,28 | 873 | 35,40 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 12 950 | 200 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 13 758 | 26,45 | 213 | 31,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 143 693 | 74,85 | 2 221 | 81,75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 024 646 | 129,38 | 62 221 | 138,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67 649 | 1,77 | 1 038 | 4,96 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26 300 | 108,73 | 407 | 117,11 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 54 703 | 10,23 | 846 | 14,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 221 852 | 3,30 | 3 437 | 7,68 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 41 | 1 | ||||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 15 | 0 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 280 | 33,33 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 550 877 | 34,97 | 54 897 | 40,33 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 1 488 843 | 1,30 | 23 018 | 5,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 34 363 | 7,96 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38 440 | 6,04 | 594 | 10,20 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 12 521 | 1,96 | 194 | 6,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 987 | 427,06 | 26 | 420,00 | ||||
| 2025-08-18 | 13F | Rexford Capital Inc | 9 233 | 143 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 20 | 25,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 378 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 372 055 | 24,20 | 5 752 | 29,12 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 91 646 | 1 417 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 225 438 | 11,92 | 3 485 | 16,36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12 899 | 199 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 31 267 | 28,15 | 483 | 33,43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 910 | 39,69 | 60 | 46,34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 264 092 | 210,75 | 4 083 | 223,20 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 235 | 4 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 33 981 | 21,55 | 525 | 26,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 98 050 | 51,78 | 1 516 | 57,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 112 474 | 6,07 | 1 739 | 10,28 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 139 145 | 2 153 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 22 000 | 12,86 | 340 | 17,65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 797 036 | 54,45 | 12 322 | 60,59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 111 | 2,92 | 79 | 6,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 28 122 | 130,96 | 435 | 139,78 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 20 094 | 10,39 | 311 | 14,81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 376 | 13,62 | 207 | 17,71 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316 924 | 9,16 | 4 763 | 13,87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 80 641 | 132,83 | 1 247 | 172,05 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 41 328 | 6,10 | 639 | 10,19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 | 216,67 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 44 868 | 14,40 | 694 | 33,53 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 398 | 9,59 | 422 | 23,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50 474 | 8 978,06 | 780 | 11 042,86 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 349 661 | 19,05 | 5 406 | 23,77 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 42 949 | 51,57 | 664 | 57,48 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 927 | 28 | ||||||
| 2025-07-28 | 13F | Bayforest Capital Ltd | 16 005 | 247 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 12 217 | 3,77 | 189 | 7,43 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 634 | 19,87 | 72 | 39,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 137 959 | 20,70 | 2 133 | 25,49 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 47 762 | 738 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 98 635 | 89,16 | 1 525 | 96,65 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 452 | 193 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 926 | 0,65 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20 876 | 68,71 | 320 | 73,37 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 79 631 | 17,83 | 1 231 | 22,61 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 307 | 5 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 40 773 | 86,11 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11 360 | 30,60 | 176 | 35,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 110 | 2 | ||||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 325 292 | 72,82 | 4 974 | 97,34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89 776 | 8,51 | 1 388 | 12,76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 801 | 16,64 | 383 | 21,20 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47 725 | 29,18 | 730 | 19,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 357 | 5,19 | 176 | 7,36 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 22 734 | 351 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 69 114 | 18,00 | 1 069 | 22,76 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 745 | 11,63 | 290 | 16,06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 413 | 22 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63 862 | 987 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 171 719 | 136,91 | 2 655 | 146,43 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 31 780 | 491 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 551 | 8 063,16 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 230,34 | 88 | 2 833,33 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 432 | 7 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 126 279 | 216,12 | 1 952 | 229,17 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 32 394 | 8,45 | 501 | 12,61 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 000 | 15 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 48 034 | 25,16 | 743 | 30,18 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 358 046 | 15,05 | 5 535 | 19,62 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 11 372 | 176 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 11 741 | 182 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 850 900 | 1 581,62 | 13 155 | 1 649,20 | |||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 100 048 | 2,55 | 1 540 | 6,21 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 46 560 | 327,67 | 723 | 343,56 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 36 207 | 8,18 | 560 | 12,47 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 727 194 | 83,25 | 11 242 | 90,54 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 363 | 28,71 | 21 | 40,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 396 | 4,21 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 427 | 8,45 | 38 | 12,12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 208 | 17,26 | 34 | 21,43 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 55 222 | 854 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3 299 200 | 4,48 | 51 006 | 8,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 23 975 | 33,66 | 371 | 39,10 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 411 | 1 041,67 | 6 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 3 451 | 182,41 | 53 | 194,44 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 41 502 | 86,76 | 642 | 94,24 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 3 712 278 | 5,94 | 57 392 | 10,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 369 142 | 88,59 | 5 707 | 96,08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 313 | 5 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 464 851 | 5,40 | 7 188 | 9,61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 619 590 | 33,62 | 117 799 | 38,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 832 300 | 3 649,10 | 12 867 | 3 799,09 | |||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 368 678 | 6,88 | 5 541 | 11,49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 232 | 282 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 623 | 21,71 | 87 | 26,47 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 037 163 | 225,79 | 16 035 | 238,77 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 829 | 4,34 | 164 | 4,49 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 029 885 | 23,78 | 31 382 | 28,69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 108 | 63,64 | 2 | |||||
| 2025-07-25 | 13F | Natural Investments, Llc | 12 563 | 0 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 14 535 | 7,21 | 225 | 11,44 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 359 366 | 10,04 | 5 556 | 14,39 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 602 | 30,30 | 9 | 14,29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24 338 | 22,59 | 376 | 27,46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 933 | 15,47 | 14 | 16,67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 74 757 | 80,49 | 1 156 | 87,80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 117 | 2 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 159 937 | 6,76 | 2 472 | 11,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269 774 | 63,86 | 4 170 | 70,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95 107 | 6,99 | 1 470 | 11,28 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 13 295 573 | 0,72 | 205 550 | 4,71 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 49 425 | 735 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 199 | 3,11 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 934 | 126,15 | 14 | 133,33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 647 | 7,93 | 87 | 12,99 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12 425 | 192 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 310 | 5 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 3 088 669 | 1 152,21 | 47 751 | 1 202,15 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 637 | 17,22 | 149 | 21,31 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 927 | 184 | ||||||
| 2025-08-12 | 13F | Evelyn Partners Investment Management Services Ltd | 178 | 157,97 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 10 254 | 159 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 432 654 | 11,82 | 6 689 | 16,25 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 25 | 0 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 51 | 1 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 11 | 0 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 450 | 7 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30 853 | 477 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 821 | 19,85 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16 077 | 145,79 | 249 | 155,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 453 527 | 7,91 | 7 | 16,67 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 25 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 586 | 56,32 | 55 | 61,76 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 24 580 | 123,23 | 366 | 151,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80 829 | 16,66 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 361 | 105,35 | 438 | 113,66 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12 779 | 7,76 | 192 | 9,77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 213 | 3 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 198 | 14,90 | 331 | 19,49 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 27 866 | 35,26 | 414 | 52,21 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 57 613 | 3,87 | 891 | 8,01 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 376 | 6 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 95 720 | 10,61 | 1 480 | 15,01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 454 019 | 13,00 | 7 019 | 17,49 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11 845 | 1 652,22 | 183 | 1 730,00 | ||||
| 2025-08-08 | NP | QGBLX - Quantified Global Fund Investor Class | 343 309 | 2 354,66 | 5 308 | 2 566,83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32 824 | 121,81 | 507 | 130,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 347 | 150,37 | 21 | 150,00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7 200 | 0,78 | 111 | 8,82 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 9 054 | 28,57 | 140 | 33,65 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 24 277 | 120,76 | 375 | 130,06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 140 755 | 8,71 | 2 176 | 13,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 96 325 | 9,78 | 1 489 | 14,19 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 267 456 | 21,83 | 4 039 | 23,45 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 357 029 | 12,91 | 5 520 | 17,38 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 202 312 | 29,39 | 3 128 | 34,55 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 227 241 | 3,53 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 23 746 | 2,15 | 367 | 6,38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 131 722 | 0,75 | 2 036 | 4,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 83 061 | 28,85 | 1 284 | 34,03 | ||||
| 2025-08-12 | 13F | Evelyn Partners Investment Management LLP | 2 515 | 163,35 | 3 | 0,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 225 | 158 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 39 523 | 27,48 | 611 | 32,54 |
