MS - Morgan Stanley Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Morgan Stanley
CH ˙ SWX ˙ US6174464486
Podstawowe statystyki
Właściciele instytucjonalni 2540 total, 2479 long only, 3 short only, 58 long/short - change of -10,68% MRQ
Średnia alokacja portfela 0.2902 % - change of -21,43% MRQ
Akcje zaległe shares (source: Capital IQ)
Akcje instytucjonalne (długie) 1 455 514 436 - 92,28% (ex 13D/G) - change of 53,57MM shares 3,82% MRQ
Wartość instytucjonalna (długa) $ 234 711 873 USD ($1000)
Własność instytucjonalna i akcjonariusze

Morgan Stanley (CH:MS) posiada 2540 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,455,514,436 akcji. Do największych akcjonariuszy należą Mitsubishi Ufj Financial Group Inc, Vanguard Group Inc, State Street Corp, BlackRock, Inc., Vanguard Capital Management Llc, Jpmorgan Chase & Co, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Fisher Asset Management, LLC, and Fmr Llc .

Morgan Stanley (SWX:MS) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

Ocena sentymentu funduszu

Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.

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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-04-22 13F JNBA Financial Advisors 8 0,00 1 0,00
2026-05-13 13F/A Jpmorgan Chase & Co Call 475 900 -8,11 75 368 -18,03
2026-05-15 13F Aqr Capital Management Llc 561 713 26,87 91 183 16,01
2026-05-13 13F/A Jpmorgan Chase & Co Put 589 500 -19,96 93 359 -28,60
2026-05-14 13F B&l Asset Management Llc 4 607 13,28 758 4,99
2026-05-15 13F Lazard Asset Management Llc 237 672 48,46 39 114 37,62
2026-05-13 13F/A Jpmorgan Chase & Co 43 578 279 22,02 6 901 492 8,85
2026-04-23 13F 3Chopt Investment Partners, LLC 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 1 622 267
2026-04-16 13F Baron Wealth Management LLC 5 715 -2,54 941 -9,70
2026-04-22 13F Vicus Capital 1 372 0,96 226 -6,64
2026-05-13 13F Lavaca Capital Llc 4 508 0,58 742 -6,79
2026-05-15 13F Ameriprise Financial Inc 13 916 490 -1,87 2 289 143 -9,10
2026-04-08 13F Miracle Mile Advisors, LLC 21 177 7,67 3 485 -0,17
2026-03-18 13F Employees Provident Fund Board 0 -100,00 0
2026-05-14 13F PARK CIRCLE Co 800 0,00 132 -7,75
2026-04-15 13F Hartford Financial Management Inc. 243 -9,67 40 -17,02
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 70 947 -4,25 11 676 -11,24
2026-04-28 13F Golden State Wealth Management, LLC 2 821 -4,21 464 -11,11
2026-05-13 13F Daiwa Securities Group Inc. 208 373 5,06 34 292 97 874,29
2026-05-15 13F Manufacturers Life Insurance Company, The 1 227 123 -47,97 201 946 -51,79
2026-05-15 13F Capstone Investment Advisors, Llc Put 203 500 33 490
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-30 13F Carmel Capital Partners, LLC 7 542 -0,32 1 241 -7,59
2026-05-15 13F Laird Norton Trust Company, Llc 60 722 0,73 9 993 -6,62
2026-05-15 13F Brown Advisory Inc 171 309 1,90 28 192 -5,54
2026-04-01 13F Bangor Savings Bank 2 066 -1,34 340 -8,36
2026-05-15 13F Capstone Investment Advisors, Llc 28 203 4 641
2026-04-08 13F Quantum Financial Advisors, LLC 3 356 0,30 552 -7,07
2026-05-01 13F HFM Investment Advisors, LLC 20 0,00 3 0,00
2026-05-15 13F Capstone Investment Advisors, Llc Call 80 000 13 166
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 873 -1,47 0
2026-05-15 13F Strive Financial Group ,LLC 92 0,00 15 -6,25
2026-05-04 13F Hexagon Capital Partners LLC 3 399 559
2026-04-16 13F Capital Advisors, Ltd. LLC 2 166 0,60 0
2026-05-12 13F Focused Alpha, Llc 5 387 2,49 887 -5,04
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 753 689 1 111 455
2026-04-20 13F Louisiana State Employees Retirement System 61 300 -0,65 10 088 -7,90
2026-05-07 13F D'Orazio & Associates, Inc. 1 824 -0,11 300 -7,41
2026-05-12 13F Rathbone Brothers plc 742 378 5,24 122 173 -2,44
2026-05-12 13F Alaethes Wealth LLC 20 646 -0,04 3 398 -7,34
2026-04-17 13F Krilogy Financial LLC 21 558 16,67 4 038 20,18
2026-05-14 13F Lighthouse Investment Partners, LLC 0 -100,00 0
2026-04-29 13F Ocean Capital Management, LLC 5 582 0,45 919 -6,90
2026-05-14 13F Fortis Advisors, LLC 1 260 0,56 207 -6,76
2026-05-05 13F MASTERINVEST Kapitalanlage GmbH 18 395 -29,47 3 027 -35,18
2026-05-07 13F Greykasell Wealth Strategies, Inc. 957 8,87 158 0,64
2026-05-15 13F Fullerton Fund Management Co Ltd 414 871 68 275
2026-04-16 13F Tortuga Wealth Management, Inc 1 350 240
2026-05-14 13F BTG Pactual Asset Management US LLC 1 992 328
2026-05-14 13F Johnson Financial Group, LLC 1 839 53,12 303 41,78
2026-04-30 13F Mascoma Wealth Management LLC 122 5,17 20 0,00
2026-04-30 13F Caisse Des Depots Et Consignations 36 371 -5,96 5 986 -12,83
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 3 355 18,89 552 10,40
2026-05-11 13F Delta Asset Management Llc/tn 10 987 0,00 1 808 -7,28
2026-05-01 13F Hills Bank & Trust Co 7 402 7,67 1 218 -0,16
2026-04-07 13F Abner Herrman & Brock Llc 157 722 -0,27 26 -10,71
2026-04-27 13F Koshinski Asset Management, Inc. 18 491 3,15 3 043 -4,37
2026-05-15 13F Themes Management Co LLC 6 024 11,64 991 3,55
2026-02-03 13F/A Mount Yale Investment Advisors, LLC Call 0 -100,00 0
2026-05-01 13F Jmac Enterprises Llc 6 400 0,00 1 053 -7,31
2026-04-14 13F Prospera Financial Services Inc 22 879 45,18 3 767 34,60
2026-04-20 13F Inscription Capital, LLC 7 315 5,21 1 204 -2,51
2026-05-04 13F New Mexico Educational Retirement Board 0 -100,00 0 -100,00
2026-05-15 13F Rehmann Capital Advisory Group 6 219 0,89 1 024 -6,49
2026-04-30 13F Candriam Luxembourg S.C.A. 461 887 7,34 76 013 -0,50
2026-05-08 13F Vanguard National Trust Co 4 484 738
2026-05-15 13F Amussen Hunsaker Associates Llc 4 387 85,34 722 71,67
2026-05-12 13F BlackDiamond Wealth Management Inc. 1 828 -0,81 301 -10,71
2026-05-15 13F Silver Grove Financial Group, Inc. 1 528 -2,11 252 -9,39
2026-05-15 13F Guggenheim Capital Llc 64 912 9,90 10 683 1,88
2026-05-08 13F Banco Santander, S.A. 417 740 0,23 68 747 -7,08
2026-05-11 13F Salomon & Ludwin, LLC 613 -6,98 102 -17,21
2026-04-30 13F Beirne Wealth Consulting Services, LLC 1 619 -1,64 266 -8,90
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2 197 0,00 362 -7,44
2026-05-12 13F Werba Rubin Papier Wealth Management 2 855 12,22 470 3,99
2026-05-13 13F Callan Family Office, LLC 36 672 -6,38 6 035 -13,20
2026-05-01 13F/A Lodestone Wealth Management LLC 159 0,00 26 -7,14
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-11 13F Westpac Banking Corp 11 263 -12,42 1 854 -18,83
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 10 416 -1,53 1 714 -8,68
2026-04-20 13F CWA Asset Management Group, LLC 8 109 0,06 1 334 -7,23
2026-05-15 13F Keating Financial Advisory Services, Inc. 1 094 11,52 180 3,45
2026-04-15 13F Radnor Capital Management, LLC 12 659 -0,31 2 083 -7,59
2026-04-23 13F SevenBridge Financial Group, LLC 44 661 2,76 8 532 7,95
2026-04-27 13F Leonteq Securities AG 9 919 -87,08 1 632 -88,02
2026-05-07 13F Tidemark, LLC 50 -23,08 8 -27,27
2026-04-23 13F Lazari Capital Management, Inc. 4 622 -5,81 761 -12,74
2026-05-15 13F National Bank Of Canada /fi/ Call 0 -100,00 0 -100,00
2026-04-15 13F Exchange Traded Concepts, Llc 26 275 5,75 4 324 -1,95
2026-04-29 13F Montz Harcus Wealth Management LLC 2 258 0,40 372 -7,02
2026-05-15 13F Quadcap Wealth Management, LLC 13 481 0,09 2 219 -7,24
2026-05-13 13F Robotti Robert 6 500 0,00 1 070 -7,29
2026-05-15 13F Harbour Investments, Inc. 6 742 48,93 1 110 38,11
2026-04-17 13F Brown, Lisle/cummings, Inc. 1 636 6,72 269 -1,10
2026-05-05 13F Smith, Moore & Co. 1 569 27,87 258 18,89
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 185 0,00 30 -6,25
2026-05-08 13F Marco Investment Management Llc 2 125 350
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 6 473 0,00 1 065 -7,31
2026-01-20 13F Austin Private Wealth, LLC 2 770 -3,38 492 7,91
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 280 249 -0,25 46 121 -7,53
2026-05-01 13F Castle Wealth Management Llc 2 793 -4,05 460 -11,05
2026-05-11 13F Viawealth, Llc 3 028 -1,62 498 -8,79
2026-01-20 13F Austin Private Wealth, LLC Call 1 500 0,00 266 11,76
2026-04-28 13F Berger Financial Group, Inc 5 981 2,33 984 -5,11
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-02-06 13F Redmont Wealth Advisors Llc 142 0,00 25 13,64
2026-05-01 13F Torray Llc 30 832 -0,98 5 074 -8,20
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 10 997 2,57 1 810 -4,94
2026-05-07 13F Vision Retirement, LLC 12 2
2026-04-17 13F Anchyra Partners Llc 4 109 -2,05 676 -9,14
2026-04-10 13F Quaker Wealth Management, LLC 46 -47,13 8 -53,33
2026-02-12 13F Litman Gregory Asset Management LLC 4 1
2026-05-05 13F Opinicus Capital, Inc. 3 723 2,00 613 -5,56
2026-05-12 13F Cheviot Value Management, LLC 4 550 5,20 749 -5,08
2026-04-02 13F Byrne Asset Management LLC 259 -8,80 43 -16,00
2026-04-27 13F Truist Financial Corp 579 692 2,60 95 400 -4,89
2026-04-14 13F West Branch Capital LLC 8 196 30,47 1 349 20,90
2026-05-11 13F RWM Asset Management, LLC 250 41
2026-04-03 13F Investors Research Corp 6 903 -13,80 1 136 -20,06
2026-05-04 13F Souders Financial Advisors 5 732 -3,52 943 -10,53
2026-04-30 13F Beacon Financial Group 5 222 -3,49 859 -10,52
2026-05-13 13F Crews Bank & Trust 3 856 0,00 635 -7,31
2026-05-12 13F Tannin Capital LLC 1 518 14,31 250 5,96
2026-05-06 13F BOCHK Asset Management Ltd 26 600 274,65 4 378 247,38
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 1 637 -12,79 270 -19,22
2026-05-15 13F Qtron Investments LLC 16 107 0,02 2 651 -7,28
2026-02-11 13F MidWestOne Financial Group, Inc. 7 032 -4,10 1 248 7,12
2026-05-12 13F Resurgent Financial Advisors LLC 5 322 -13,01 876 -19,43
2026-05-01 13F Diversify Wealth Management, Llc 17 559 201,03 3 285 208,16
2026-05-14 13F Tempo Wealth, LLC 1 877 3,64 309 -4,05
2026-05-15 13F Siemens Fonds Invest GmbH 52 511 -1,30 8 642 -9,30
2026-04-13 13F Richard P Slaughter Associates Inc 1 609 -4,40 265 -11,41
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-05 13F Marks Group Wealth Management, Inc 1 662 0,24 273 -7,14
2026-04-14 13F Drive Wealth Management, Llc 1 458 8,81 240 1,27
2026-02-11 13F Brandywine Global Investment Management, LLC 877 171 -1,88 155 724 9,58
2026-04-13 13F Bank of New Hampshire 5 126 -1,10 844 -8,37
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 27 845 -1,89 4 582 -9,05
2026-05-15 13F Turim 21 Investimentos Ltda. 194 32
2026-05-07 13F Commonwealth Financial Services, LLC 1 955 38,46 322 28,40
2026-04-06 13F Hall Laurie J Trustee 14 875 -12,50 2 448 -18,92
2026-04-28 13F K.J. Harrison & Partners Inc 40 731 47,00 6 703 36,27
2026-05-11 13F Atlas Legacy Advisors, LLC 7 647 -53,35 1 259 -57,28
2026-05-04 13F Bleakley Financial Group, LLC 34 425 2,60 5 665 -4,89
2026-05-08 13F Private Advisory Group LLC 2 831 33,16 466 23,34
2026-05-13 13F South Plains Financial, Inc. 7 780 -2,21 1 280 -9,35
2026-04-30 13F Legacy Financial Advisors, Inc. 5 790 8,41 953 0,42
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-15 13F Douglas Lane & Associates, LLC 781 579 -2,37 128 624 -9,50
2026-04-29 13F American Capital Advisory, LLC 405 313,27 67 288,24
2026-05-01 13F Fifth Third Bancorp 1 799 762 17,38 296 187 8,81
2026-05-13 13F Fiduciary Family Office, Llc 5 232 89,43 861 75,71
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 181 208 -0,10 29 821 93 090,63
2026-05-05 13F Putnam Fl Investment Management Co 241 047 36,74 39 669 26,76
2026-05-13 13F Aster Capital Management (DIFC) Ltd 0 -100,00 0
2026-05-13 13F Integrated Quantitative Investments LLC 11 588 21,37 1 907 12,51
2026-05-11 13F Canopy Partners, LLC 5 340 -1,98 879 -9,20
2026-05-12 13F Strategic Wealth Partners, Ltd. 5 690 8,71 936 0,75
2026-04-22 13F Shum Financial Group, Inc. 1 336 -0,60 220 -7,98
2026-05-11 13F TD Capital Management LLC 61 -18,67 10 -23,08
2026-04-09 13F Aletheian Wealth Advisors LLC 0 -100,00 0
2026-04-29 13F Am Investment Strategies Llc 22 432 1,33 4 0,00
2026-04-10 13F Tounjian Advisory Partners, Llc 12 662 0,81 2 084 -6,55
2026-04-08 13F Parkside Investments, LLC 3 500 -30,00 576 -35,17
2026-04-13 13F IFP Advisors, Inc 19 577 83,10 3 222 69,70
2026-04-24 13F Lederer & Associates Investment Counsel/ca 0 -100,00 0
2026-04-27 13F CWS Financial Advisors, LLC 2 236 1,31 368 -6,14
2026-05-18 13F Claris Financial LLC 2 522 0,36 415 -6,95
2026-04-21 13F Maseco Llp 99 20,73 16 14,29
2026-04-17 13F Cache Advisors, LLC 3 362 0,00 553 -7,21
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 53 799 8 854
2026-05-14 13F Spectrum Strategic Capital Management, LLC 3 326 3,00 547 -4,54
2026-04-22 13F Traphagen Investment Advisors Llc 1 473 7,44 242 -0,41
2026-04-13 13F Whalen Wealth Management Inc. 6 537 64,91 1 076 52,92
2026-05-14 13F Natixis 615 726 239,61 101 330 214,83
2026-05-08 13F Burling Wealth Partners, Llc 2 551 -4,60 420 -11,60
2026-04-20 13F Minichmacgregor Wealth Management, Llc 1 721 7,09 283 -0,70
2026-05-12 13F Rakuten Investment Management, Inc. 177 759 12,19 28 152 -1,26
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 38 496 -0,25 6 335 -7,53
2026-04-21 13F GHP Investment Advisors, Inc. 1 598 2,63 263 -5,07
2026-05-06 13F Deutsche Bank Ag\ 4 121 871 2,95 678 336 -4,57
2026-05-13 13F Frec Markets, Inc. 11 194 59,62 1 842 47,95
2026-04-13 13F Community Trust & Investment Co 0 -100,00 0
2026-05-14 13F Manhattan West Asset Management, LLC 2 469 20,15 406 11,54
2026-05-05 13F Mjp Associates Inc /adv 3 938 14,11 648 5,88
2026-05-14 13F SlateStone Wealth, LLC 6 125 -1,18 1 0,00
2026-04-22 13F Arcataur Capital Management LLC 4 594 1,32 756 -5,97
2026-04-23 13F Game Plan Financial Advisors, LLC 1 600 0,00 263 -7,39
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-08 13F Heritage Family Offices, LLP 1 425 235
2026-05-15 13F Fiduciary Trust Co 339 853 -0,45 55 930 -7,72
2026-04-30 13F Griffin Asset Management, Inc. 27 251 2,69 4 485 -4,82
2026-05-11 13F Connor, Clark & Lunn Investment Management Ltd. 1 252 759 69,64 206 167 57,26
2026-02-17 13F/A Cantor Fitzgerald, L. P. 0 -100,00 0 -100,00
2026-04-16 13F Paladin Wealth, LLC 7 287 -5,13 1 199 -12,03
2026-04-21 13F Xcel Wealth Management, LLC 44 745 -8,80 7 364 -15,46
2026-05-07 13F Rachor Investment Advisory Services, LLC 51 142,86 8 166,67
2026-05-12 13F Bnp Paribas Arbitrage, Sa 2 775 297 -4,24 456 731 -11,23
2026-05-19 13F Silicon Valley Capital Partners 163 18,12 27 8,33
2026-04-15 13F NorthAvenue LLC 6 0,00 1 -100,00
2026-04-22 13F Kennedy Investment Group 1 702 0,35 280 -6,98
2026-04-28 13F Walkner Condon Financial Advisors LLC 1 850 2,83 304 -4,70
2026-05-15 13F Pitti Group Wealth Management, LLC 1 370 0,07 226 -7,41
2026-05-15 13F Adage Capital Partners Gp, L.l.c. 972 734 5,43 160 083 -2,27
2026-05-04 13F Oasis Advisors, LLC 3 654 602
2026-05-08 13F Resources Investment Advisors, LLC. 16 738 -4,66 2 755 -11,62
2026-04-13 13F Hm Payson & Co 9 503 17,47 1 564 8,84
2026-05-05 13F West Paces Advisors Inc. 1 364 -1,45 224 -8,57
2026-02-09 13F Morningstar Investment Management LLC 0 -100,00 0
2026-05-08 13F Riverwater Partners LLC 0 -100,00 0
2026-04-30 13F Cookson Peirce & Co Inc 17 944 4,63 2 953 -2,99
2026-05-12 13F Bnp Paribas Arbitrage, Sa Put 11 816 -33,47 194 456 -38,33
2026-05-12 13F Bnp Paribas Arbitrage, Sa Call 4 489 -17,45 73 875 -23,48
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-05-15 13F Brown Financial Advisors 15 130 -5,08 2 490 -12,02
2026-05-15 13F Van Diest Capital, LLC 1 266 208
2026-04-10 13F Country Trust Bank 76 0,00 13 -7,69
2026-05-15 13F Voloridge Investment Management, Llc 124 852 20 547
2026-05-18 13F Twin Lakes Capital Management, LLC 408 0,00 67 -6,94
2026-04-21 13F Wesbanco Bank Inc 72 621 -4,03 11 951 -11,04
2026-04-21 13F Red Tortoise LLC 176 0,00 29 -9,68
2026-04-17 13F Essex Savings Bank 3 172 -1,70 522 -8,74
2026-04-07 13F Investment Partners Asset Management, Inc. 2 004 0,20 330 -7,32
2026-05-04 13F Calamos Advisors LLC 535 714 20,51 88 162 11,71
2026-05-13 13F Signature Equity Partners, LLC 1 045 3,77 172 -3,93
2026-05-05 13F Freedom Day Solutions, LLC 15 067 -7,39 2 479 -14,16
2026-05-14 13F Diversified Enterprises, LLC 4 615 -5,02 760 -11,95
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9 197 -2,73 1 514 -9,83
2026-04-13 13F Cogent Private Wealth, Inc. 1 389 20,57 229 11,76
2026-04-16 13F SG Americas Securities, LLC Put 26 000 -64,43 0
2026-04-28 13F Howe & Rusling Inc 94 646 -2,73 15 576 -9,83
2026-04-29 13F Wright Investors Service Inc 3 514 0,40 578 -6,92
2026-05-07 13F Omnia Family Wealth, LLC 3 117 -17,80 513 -23,92
2026-04-21 13F Trueblood Wealth Management, LLC 4 562 -0,07 751 -7,41
2026-04-24 13F Ledyard National Bank 3 563 -23,36 586 -28,97
2026-04-15 13F Financial Management Professionals, Inc. 8 193 1,16 1 348 -6,19
2026-04-10 13F Impact Capital Partners LLC 2 661 -28,87 438 -34,19
2026-05-11 13F High Note Wealth, LLC 194 3,74 32 -6,06
2026-05-14 13F Bridgewater Advisors Inc. 8 367 32,14 1 622 39,74
2026-04-16 13F Consolidated Planning Corp 15 614 2 570
2026-05-05 13F Plato Investment Management Ltd 45 493 16,60 7 491 7,63
2026-04-28 13F Goldstein Advisors, LLC 1 573 9,69 259 1,57
2026-04-24 13F CHICAGO TRUST Co NA 1 262 -0,79 208 -8,00
2026-05-14 13F Warther Private Wealth, LLC 0 -100,00 0
2026-02-04 13F Virginia Retirement Systems Et Al 432 000 -33,99 76 693 -26,27
2026-05-07 13F Gladius Capital Management LP Put 0 -100,00 0
2026-05-07 13F Gladius Capital Management LP Call 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 11 120 -1,65 1 830 -8,82
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3 188 -0,41 525 -7,75
2026-05-13 13F Federation des caisses Desjardins du Quebec 216 029 16,06 35 555 7,61
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 9 978 105,90 1 642 90,93
2026-05-13 13F Redwood Family Wealth LLC 2 034 335
2026-05-15 13F Qube Research & Technologies Ltd Put 144 600 -51,30 23 797 -54,85
2026-04-21 13F Financial Consulate, Inc 77 14,93 13 9,09
2026-05-14 13F Guilbault Capital LLC 3 110 0,00 512 -7,43
2026-05-15 13F Qube Research & Technologies Ltd 1 074 334 -45,07 176 803 -49,08
2026-05-08 13F Red Wave Investments LLC 1 452 0,00 239 -7,39
2026-05-15 13F Qube Research & Technologies Ltd Call 77 100 -46,79 12 688 -50,68
2026-05-21 13F Groupe la Francaise 53 631 4,79 8 827 -2,86
2026-05-13 13F Clearbridge Investments, LLC 155 935 -42,18 25 662 -46,40
2026-05-21 13F Groupe la Francaise Put 5 500 -15,38 905 -21,51
2026-04-30 13F Fulcrum Capital LLC 2 893 -5,64 476 -12,50
2026-05-15 13F Alphadyne Asset Management, LLC Call 34 000 -74,74 5 595 -76,59
2026-05-15 13F Alphadyne Asset Management, LLC 18 146 2 986
2026-02-13 13F Barclays Plc Put 681 800 3,87 121 040 16,00
2026-05-15 13F Alphadyne Asset Management, LLC Put 29 100 -74,29 4 789 -76,17
2026-02-13 13F Barclays Plc Call 430 500 34,15 76 427 49,83
2026-02-13 13F Barclays Plc 3 598 399 -14,77 638 824 -4,81
2026-05-11 13F First National Bank Of Omaha 25 722 -1,76 4 233 -8,93
2026-04-13 13F Bouchey Financial Group Ltd 2 351 1,69 419 1,95
2026-04-22 13F TPG Advisors LLC 0 -100,00 0
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 10 196 2,09 1 678 -6,68
2026-04-16 13F Sunbeam Capital Management, LLC 1 259 -3,38 207 -10,39
2026-05-11 13F Mitsubishi Ufj Financial Group Inc 377 085 167 0,00 62 056 906 -7,30
2026-04-09 13F Goelzer Investment Management, Inc. 4 917 -0,16 809 -7,44
2026-05-13 13F Tiemann Investment Advisors, Llc 3 394 17,28 559 8,77
2026-05-12 13F E6 Portfolios, LLC 1 403 5,57 231 -2,13
2026-05-13 13F Cercano Management LLC 43 762 1 456,26 7 202 1 343,09
2026-04-14 13F Legacy Trust 1 932 318
2026-05-15 13F Bank Of America Corp /de/ 16 326 676 0,54 2 686 881 -6,80
2026-04-15 13F Avanza Fonder AB 88 348 -0,61 14 539 -7,86
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 2 535 -1,86 417 -8,95
2026-05-11 13F Millennium Capital Advisors, LLC 4 243 0,00 698 -7,30
2026-05-13 13F Machina Capital S.a.s. 5 841 -63,05 961 -65,75
2026-02-10 13F Principia Wealth Advisory, LLC 91 18,18 16 33,33
2026-04-10 13F Centurion Wealth Management LLC 1 645 -2,43 271 -9,70
2026-05-11 13F RiverFront Investment Group, LLC 8 054 41,70 1 325 31,32
2026-02-05 13F Tucker Asset Management Llc 58 10
2026-05-14 13F Kinneret Advisory, LLC 85 516 -4,25 14 073 -11,23
2026-05-01 13F Consilio Wealth Advisors, Llc 1 973 0,56 325 -6,90
2026-05-11 13F Fourth Dimension Wealth, LLC 100 0,00 16 -5,88
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 0 -100,00 0
2026-05-14 13F Bain Capital Public Equity, LP 5 383 886
2026-04-22 13F Bravera Wealth 1 553 2,78 256 -4,85
2026-04-06 13F CX Institutional 7 915 -4,72 1 0,00
2026-04-27 13F Greenleaf Trust 28 243 2,47 4 648 -5,03
2026-04-30 13F Kestra Advisory Services, LLC 145 922 0,12 24 014 -7,19
2026-05-12 13F CIBC Bancorp USA Inc. 505 906 203,20 83 257 213,90
2026-05-08 13F Seneschal Advisors, LLC 111 0,00 18 -5,26
2026-05-14 13F Bollard Group LLC 247 477 13,98 41 5,26
2026-05-11 13F Sage Mountain Advisors LLC 0 -100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 975 10,80 0
2026-05-04 13F Wellington Shields Capital Management, LLC 13 828 0,44 2 276 -6,91
2026-04-15 13F Occidental Asset Management, LLC 44 436 1,89 7 313 -5,55
2026-04-15 13F Spirit Of America Management Corp/ny 3 000 0,00 494 -7,33
2026-05-07 13F Agf Management Ltd 615 698 126,27 101 325 109,76
2026-05-12 13F M Holdings Securities, Inc. 11 414 2
2026-05-15 13F IHT Wealth Management, LLC 9 111 2,66 1 499 -4,95
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 7 369 0,00 1 213 -7,34
2026-04-24 13F Boston Trust Walden Corp 208 721 -3,53 34 349 -10,57
2026-05-05 13F Journey Advisory Group, LLC 1 640 -53,25 270 -56,75
2026-04-29 13F Unified Investment Management 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 10 445 -11,46 1 719 -17,96
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 128 953 0,63 21 222 -6,72
2026-04-16 13F Triad Wealth Partners, LLC 8 647 6,20 1 423 -1,59
2026-05-07 13F Advent Capital Management /de/ 18 000 2 962
2026-04-07 13F First Citizens Financial Corp 10 256 1,22 1 688 -6,17
2026-05-14 13F Treasurer of the State of North Carolina 485 713 0,65 80 -7,06
2026-05-08 13F Deseret Mutual Benefit Administrators 3 021 78,44 497 65,67
2026-05-01 13F Beverly Hills Private Wealth, LLC 6 682 -19,46 1 100 -25,39
2026-04-20 13F White Pine Investment CO 44 966 -12,41 7 -22,22
2026-04-21 13F Huntleigh Advisors, Inc. 19 285 11,27 3 174 3,15
2026-05-14 13F Roof Eidam & Maycock/adv 1 560 0,00 257 -7,25
2026-04-14 13F Congress Asset Management Co /ma 7 584 -22,78 1 248 -28,40
2026-05-12 13F TD Waterhouse Canada Inc. 469 774 71,76 77 924 60,48
2026-05-08 13F Retirement Planning Co of New England, Inc. 9 057 -0,54 1 490 -7,80
2026-04-21 13F Topsail Wealth Management, LLC 3 685 0,00 606 -7,34
2026-05-15 13F Bluefin Capital Management, Llc 0 -100,00 0
2026-04-20 13F Triangle Securities Wealth Management 8 454 -4,54 1 391 -11,51
2026-04-21 13F Vigil Wealth Management, LLC 6 170 0,00 1 015 -7,31
2026-04-29 13F Cary Street Partners Financial Llc 34 993 -6,71 5 759 -13,52
2026-05-13 13F BlackRock, Inc. 96 396 889 1,21 15 864 036 -6,18
2026-04-14 13F Zrc Wealth Management, Llc 148 18,40 24 9,09
2026-05-12 13F Thoroughbred Financial Services, Llc 1 289 -3,73 0
2026-05-06 13F Atlantic Trust, LLC 693 0,00 114 -7,32
2026-04-27 13F JB Capital LLC 1 937 2,49 319 -5,07
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0 -100,00
2026-04-27 13F Qrg Capital Management, Inc. 249 612 15,28 41 079 6,87
2026-05-12 13F Chesapeake Asset Management Llc 114 -87,10 19 -88,46
2026-02-17 13F Nearwater Capital Markets, Ltd 0 -100,00 0
2026-05-13 13F Ensign Peak Advisors, Inc 1 850 620 7,88 304 557 0,01
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 265 170 18,99 43 639 10,31
2026-05-14 13F Hazlett, Burt & Watson, Inc. 3 492 7,74 1
2026-04-29 13F Nichols & Pratt Advisers Llp /ma 3 195 -23,84 526 -29,44
2026-04-24 13F Financial Life Planners 910 150
2026-05-08 13F Andra AP-fonden 173 220 783,91 28 507 719,37
2026-04-24 13F Optas, LLC 4 479 2,35 737 -5,03
2026-05-05 13F Legacy Advisors, LLC 2 655 -3,31 437 -10,47
2026-04-10 13F Magnus Financial Group LLC 9 840 -14,98 1 619 -21,18
2026-04-02 13F Somerset Trust Co 16 838 1,09 2 771 -6,26
2026-04-21 13F Lewis Asset Management, LLC 2 299 4,12 378 -3,32
2026-04-20 13F Courier Capital Llc 11 319 -4,77 1 863 -11,75
2026-05-15 13F Destination Wealth Management 6 564 -2,90 1 080 -10,00
2026-04-23 13F 626 Financial, LLC 1 404 0,00 231 -7,23
2026-05-13 13F Brinker Capital Investments, LLC 87 343 -6,22 14 374 -13,07
2026-04-15 13F Merit Financial Group, LLC 100 237 13,36 16 496 5,08
2026-05-05 13F Twin Capital Management Inc 13 918 -0,89 2 290 -8,14
2026-05-14 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-05-18 13F Chesapeake Wealth Management 12 831 -5,99 2 112 -12,84
2026-04-22 13F Joel Isaacson & Co., LLC 47 621 -2,03 7 837 -9,18
2026-05-14 13F Massachusetts Financial Services Co /ma/ 11 749 856 -5,69 1 932 489 -12,63
2026-05-15 13F Cohen & Steers, Inc. 3 900 14,71 1
2026-05-15 13F PDT Partners, LLC 11 800 1 942
2026-06-03 13F/A Wealthquest Corp 1 370 18,92 225 10,29
2026-04-27 13F HB Wealth Management, LLC 112 615 36,05 18 533 26,13
2026-05-14 13F Proficio Capital Partners LLC 2 028 0,20 334 -7,24
2026-04-14 13F Beacon Investment Advisory Services, Inc. 239 590 -13,81 39 429 -20,10
2026-04-21 13F Barlow Wealth Partners, Inc. 4 964 0,00 937 1,41
2026-04-20 13F Longview Financial Advisors, Inc. 19 3
2026-05-19 13F Cim Investment Mangement Inc 7 628 -0,46 1 255 -7,72
2026-05-14 13F Financial Engines Advisors L.L.C. 7 474 -46,77 1 230 -50,68
2026-05-01 13F Anchor Investment Management, LLC 4 777 -0,77 786 -7,96
2026-04-01 13F Rowland & Co Investment Counsel/adv 611 0,00 101 -7,41
2026-05-05 13F Regions Financial Corp 196 183 837,42 32 286 769,04
2026-05-05 13F Livforsakringsbolaget Skandia, Omsesidigt 86 138 8,77 14 170 0,79
2026-04-27 13F Leonteq Securities AG Call 0 -100,00 0 -100,00
2026-04-28 13F PFA Pension, Forsikringsaktieselskab 646 606 -0,02 106 412 -8,13
2026-05-15 13F Capital Markets Trading UK LLP Put 18 200 -9,45 3 -33,33
2026-05-12 13F Warwick Investment Management, Inc. 1 710 5,23 281 -2,43
2026-05-15 13F Capital Markets Trading UK LLP Call 4 100 -59,41 1 -100,00
2026-04-08 13F Oliver Luxxe Assets LLC 75 043 -1,01 12 350 -8,24
2026-02-17 13F Main Street Financial Solutions, LLC 4 561 -59,58 810 -54,88
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-08 13F McAdam, LLC 2 309 8,81 380 0,80
2026-04-30 13F Simplicity Wealth,LLC 5 446 23,55 896 14,58
2026-05-11 13F POM Investment Strategies, LLC 13 -18,75 2 0,00
2026-05-01 13F Financial Connections Group, Inc. 28 0,00 0
2026-05-15 13F MAI Capital Management 160 603 -1,13 26 430 -8,35
2026-02-06 13F Keudell/Morrison Wealth Management 0 -100,00 0
2026-04-29 13F Eads & Heald Wealth Management 5 723 -7,44 942 -14,22
2026-05-12 13F Tobam 1 332 92,21 0
2026-05-14 13F Jacobi Capital Management LLC 4 377 19,62 720 10,94
2026-05-15 13F Resources Management Corp /ct/ /adv 1 415 0,00 0
2026-05-08 13F Somerville Kurt F 6 200 -2,75 1 020 -9,81
2026-04-20 13F Leeward Financial Partners, LLC 1 694 -4,67 279 -11,75
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 1 685 994 11,96 276 923 5,27
2026-05-11 13F Linscomb & Williams, Inc. 39 121 -20,79 6 438 -26,57
2026-05-11 13F Great Lakes Advisors, Llc 3 672 1,72 604 -5,62
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 3 888 2,15 640 -5,33
2026-04-29 13F Investment Research Partners LLC 2 023 0,00 333 -7,52
2026-05-04 13F Mml Investors Services, Llc 436 384 -13,27 71 816 -19,60
2026-05-12 13F Anfield Capital Management, LLC 1 242 511,82 204 466,67
2026-01-29 13F Comerica Bank 281 661 -6,25 50 003 4,71
2026-05-12 13F Vestcor Inc 23 926 0,00 4 -25,00
2026-02-17 13F Snowden Capital Advisors LLC 18 174 20,25 3 227 34,30
2026-04-30 13F Relyea Zuckerberg Hanson LLC 9 212 10,97 1 516 2,92
2026-05-13 13F Calton & Associates, Inc. 3 236 -7,73 532 -14,47
2026-05-13 13F Bradyco, Inc. 25 328 0,00 4 168 -7,30
2026-02-09 13F Mmbg Investment Advisors Co. 0 -100,00 0
2026-04-28 13F Argus Investors' Counsel, Inc. 2 150 0,00 354 -7,35
2026-05-01 13F Symphony Financial, Ltd. Co. 10 658 80,40 1 720 62,88
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 440 -10,20 72 -16,28
2026-05-15 13F Concentric Capital Strategies, LP 23 558 -68,41 3 877 -70,72
2026-05-05 13F Cullen/frost Bankers, Inc. 18 486 -1,09 3 042 -8,29
2026-05-06 13F Fidelis Capital Partners, LLC 33 905 11,23 5 580 3,10
2026-05-08 13F Gsa Capital Partners Llp 4 770 -50,46 1 -100,00
2026-05-01 13F FLC Capital Advisors 1 918 20,25 316 11,31
2026-05-15 13F Pointe Capital Management LLC 1 317 0,00 217 -7,30
2026-04-22 13F Portus Wealth Advisors, LLC 71 12
2026-05-14 13F VestGen Advisors, LLC 12 083 26,84 2 319 37,08
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-28 13F Bolthouse Investments, LLC 0 -100,00 0
2026-05-08 13F First National Advisers, LLC 22 839 -12,91 3 759 -19,27
2026-05-14 13F C M Bidwell & Associates Ltd 1 705 -0,18 281 -7,59
2026-05-12 13F CIBC Bancorp USA Inc. Call 40 000 -70,59 6 583 -69,55
2026-05-08 13F Amalgamated Bank 222 716 -0,94 37 -7,69
2026-05-14 13F Silvant Capital Management LLC 1 357 0,00 223 -7,08
2026-05-21 13F Ctc Llc Call 583 -63,86 9 594 -66,50
2026-05-14 13F Marshall Wace, Llp 4 197 269 142,08 690 745 124,40
2026-04-13 13F Jackson Square Capital, Llc 0 -100,00 0
2026-05-15 13F Westwood Holdings Group Inc 1 617 -10,42 266 -16,87
2026-05-21 13F Ctc Llc Put 135 -83,81 2 222 -85,00
2026-05-04 13F Triglav Skladi, D.o.o. 20 151 -55,79 3 315 -59,04
2026-05-14 13F Fort Point Capital Partners LLC 9 378 15,71 1 543 -0,39
2026-05-18 13F Systematic Alpha Investments, LLC 17 326 0,00 2 851 -7,28
2026-04-08 13F Community Financial Services Group, LLC 38 6
2026-05-15 13F 10Elms LLP 202 47,45 33 37,50
2026-05-08 13F Zions Bancorporation, National Association /ut/ 7 072 -33,07 1 164 -37,97
2026-05-14 13F Lebenthal Global Advisors, LLC 6 254 59,79 1 029 48,27
2026-04-16 13F Aegon Asset Management Uk Plc 644 731 -10,06 105 339 -17,23
2026-04-30 13F Manning & Napier Advisors Llc 154 431,03 24 380,00
2026-05-01 13F First Business Financial Services, Inc. 2 076 0,00 342 -7,34
2026-04-28 13F Westfuller Advisors, LLC 421 1,69 69 -5,48
2026-05-04 13F Texas Yale Capital Corp. 15 515 -15,75 2 553 -21,90
2026-05-11 13F Expressive Wealth LLC 1 837 0,00 355 8,90
2026-05-13 13F Capital International Sarl 3 757 -48,13 618 -51,91
2026-05-11 13F Foundations Investment Advisors, LLC 349 847 10,30 57 574 2,24
2026-05-04 13F Alta Wealth Advisors LLC 4 779 4,32 786 -3,32
2026-05-13 13F Old North State Trust, LLC 2 274 0,00 0
2026-02-13 13F Diametric Capital, LP 0 -100,00 0
2026-04-28 13F ORG Wealth Partners, LLC 514 0,00 85 -7,69
2026-05-28 13F Cozad Asset Management Inc 1 508 0,00 248 -7,12
2026-04-30 13F Stiles Financial Services Inc 0 -100,00 0
2026-04-24 13F Vision Financial Markets Llc 124 0,00 20 -9,09
2026-05-05 13F Woodmont Investment Counsel Llc 3 955 -5,61 651 -12,52
2026-05-14 13F Blueshift Asset Management, LLC 0 -100,00 0
2026-05-07 13F True North Advisors, LLC 21 203 -1,56 3 489 -8,74
2026-04-20 13F Actiam N.v. 554 412 91
2026-02-09 13F/A Allium Financial Advisors, Llc 1 666 -3,03 235 17,00
2026-04-30 13F Nuveen, LLC 5 601 891 3,48 921 903 -4,07
2026-05-07 13F AlTi Global, Inc. 15 643 3,00 2 574 -4,53
2026-05-12 13F Centric Wealth Management 3 698 0,00 695 1,61
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 261 -12,21 2 018 -18,64
2026-05-14 13F Us Bancorp \de\ 719 372 -2,98 118 388 -10,06
2026-05-07 13F Qsemble Capital Management, LP 0 -100,00 0
2026-05-15 13F State of Tennessee, Treasury Department 417 561 -3,31 68 718 -12,95
2026-05-04 13F Sigma Planning Corp 32 155 0,04 5 292 -7,27
2026-04-23 13F CBOE Vest Financial, LLC 26 951 -4,66 4 435 -11,62
2026-04-30 13F Manske Wealth Management 2 123 1,68 349 -5,68
2026-05-05 13F Capital Investment Advisory Services, LLC 14 677 0,51 2 415 -6,83
2026-05-08 13F/A Davidson Investment Advisors 3 427 0,00 564 -7,40
2026-05-11 13F United Bank 3 736 -16,98 615 -23,06
2026-05-15 13F FJ Capital Management LLC 56 089 -24,97 9 231 -30,45
2026-01-13 13F Stephens Consulting, LLC 162 29,60 29 47,37
2026-05-14 13F HighPoint Advisor Group LLC 6 075 0,08 1 000 -7,24
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-06 13F Dunhill Financial, LLC 175 -7,89 29 -15,15
2026-05-12 13F Sivia Capital Partners, LLC 1 248 -57,27 205 -60,42
2026-04-06 13F Miller Global Investments, LLC 453 75
2026-05-04 13F Westside Investment Management, Inc. 171 0,00 28 -6,67
2026-05-15 13F DCM Advisors, LLC 61 023 -10,14 9 042 -25,00
2026-05-11 13F Rossby Financial, LCC 238 193,83 40 178,57
2026-05-14 13F Trace Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 14 613 8,60 2 405 0,67
2026-05-15 13F Glen Eagle Advisors, LLC 2 510 22,56 413 13,77
2026-05-13 13F River Wealth Advisors LLC 2 845 0,28 468 -6,96
2026-05-14 13F Galaxy Digital Capital Management GP LLC 9 879 1,03 1 626 -6,34
2026-05-11 13F MainStreet Investment Advisors LLC 19 272 -6,45 3 172 -13,29
2025-12-15 13F/A Hudson Bay Capital Management LP Put 0 -100,00 0 -100,00
2026-04-23 13F Farmers & Merchants Investments Inc 1 179 11,02 194 3,19
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 687 175 3,46 112 130 -5,07
2026-04-13 13F Foster Group, Inc. 2 812 14,36 463 5,96
2025-12-15 13F/A Hudson Bay Capital Management LP Call 0 -100,00 0 -100,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Mason & Associates Inc 0 -100,00 0
2026-04-13 13F Nvest Wealth Strategies, Inc. 418 140,23 69 126,67
2026-05-06 13F IMA Wealth, Inc. 451 -0,22 74 -7,50
2026-05-04 13F Wellington Shields & Co., LLC 911 0,00 150 -7,45
2026-04-13 13F Lee Financial Co 9 941 -2,27 1 636 -9,42
2026-04-10 13F Armstrong Advisory Group, Inc 1 638 -0,43 270 -7,88
2026-04-10 13F Integris Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Mpwm Advisory Solutions, Llc 51 0,00 8 -11,11
2026-05-06 13F J.P. Marvel Investment Advisors, LLC 197 873 -0,15 32 564 -7,44
2026-05-12 13F Beck Mack & Oliver Llc 5 000 -18,37 823 -24,38
2026-04-28 13F Kanawha Capital Management Llc 1 458 -23,82 240 -29,20
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 5 615 -0,71 924 -7,88
2026-04-29 13F Sather Financial Group Inc 8 041 0,59 1 323 -6,77
2026-04-20 13F Norway Savings Bank 1 787 -4,79 294 -11,71
2026-04-28 13F Stephens Inc /ar/ 28 832 0,49 4 745 -6,85
2026-05-12 13F One Capital Management, LLC 7 139 4,19 1 175 -3,45
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 2 209 0,14 364 -7,16
2026-05-13 13F Natixis Advisors, L.p. 1 062 098 0,29 175 -7,45
2026-05-04 13F Calamos Wealth Management LLC 89 881 2,62 14 792 -4,87
2026-05-07 13F CFG Wealth Management Services, Inc. 0 -100,00 0 -100,00
2026-05-11 13F Chase Investment Counsel Corp 3 120 -31,19 1
2026-05-12 13F Moneta Group Investment Advisors Llc 10 734 0,61 1 766 -6,76
2026-05-15 13F Destination Wealth Management Call 200 13
2026-05-15 13F Principal Street Partners, LLC 45 088 -10,34 7 420 -16,88
2026-05-07 13F Alta Advisers Ltd 4 615 0,00 759 -7,33
2026-04-15 13F Cranbrook Wealth Management, LLC 788 1,03 130 -6,52
2026-04-23 13F Eagle Wealth Advisors LLC 1 230 2,41 202 -5,16
2026-05-15 13F Valley Financial Group, Inc. 1 543 -0,26 254 -7,66
2026-02-10 13F Norges Bank 15 415 129 2 736 648
2026-04-07 13F St. Louis Financial Planners Asset Management, LLC 0 -100,00 0
2026-05-01 13F Kaizen Financial Strategies 2 288 0,75 429 6,20
2026-04-09 13F FCG Investment Co 6 949 355,08 1 144 372,31
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 1 471 -67,83 242 -70,16
2026-04-20 13F Jfs Wealth Advisors, Llc 2 571 -1,49 423 -8,64
2026-04-30 13F BRYN MAWR TRUST Co 8 980 1,88 1 478 -5,56
2026-05-14 13F CIBC World Markets Inc. 855 631 65,35 140 811 53,28
2026-05-14 13F Galaxy Digital Capital Management GP LLC Put 0 -100,00 0 -100,00
2026-04-07 13F First Financial Corp /in/ 554 0,00 91 -7,14
2026-04-15 13F Lighthouse Financial Services Inc /adv 22 620 -2,12 4 147 1,10
2026-05-15 13F Beutel, Goodman & Co Ltd. 500 0,00 0
2026-04-09 13F McNamara Financial Services, Inc. 1 600 0,00 263 -7,39
2026-05-02 13F Auxano Advisors, LLC 2 939 -6,01 484 -12,97
2026-04-22 13F Janney Montgomery Scott LLC 427 904 35,51 70 25,00
2026-04-13 13F LexAurum Advisors, LLC 2 061 52,89 339 58,41
2026-04-21 13F Hosking Partners LLP 191 517 0,01 31 518 -7,29
2026-04-27 13F Sharp Financial Services, LLC 1 866 307
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 3 145 12,72 518 4,44
2026-05-08 13F Cornerstone Advisors, LLC 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 9 031 -83,55 1 486 -84,75
2026-04-23 13F Moss Adams Wealth Advisors LLC 13 426 1,93 2 210 -5,52
2026-05-08 13F Asset Management One Co., Ltd. 634 328 -1,89 104 391 -10,09
2026-05-15 13F Warren Averett Asset Management, LLC 112 548 29,32 18 522 19,88
2026-05-01 13F Midwest Trust Co 177 523 9,08 29 215 1,12
2026-05-06 13F Copeland Capital Management, LLC 135 026 -11,75 22 221 -18,20
2026-04-03 13F Rise Advisors, LLC 1 749 3,61 291 -3,01
2026-04-13 13F Gradient Investments LLC 327 515 -0,68 53 899 -7,93
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 0 -100,00 0
2026-04-28 13F Berkshire Bank 6 017 -2,89 990 -9,92
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-24 13F United Community Bank 5 376 4,77 885 -2,86
2026-05-05 13F D.a. Davidson & Co. 69 474 -0,81 11 433 -8,05
2026-05-13 13F Cynosure Management, Llc 0 -100,00 0
2026-05-05 13F Advisors Preferred, LLC 11 300 0,00 1 860 -9,54
2026-05-15 13F Advisor Group Holdings, Inc. 232 534 8,48 38 306 0,57
2026-05-12 13F Acorn Creek Capital Llc 1 908 -0,05 314 -7,10
2026-05-14 13F Mill Creek Capital Advisors, LLC 3 623 0,33 596 -7,02
2026-05-07 13F Insight 2811, Inc. 4 782 3,55 787 -4,03
2026-05-08 13F Valeo Financial Advisors, LLC 13 821 -20,65 2 274 -26,46
2026-05-12 13F Alerus Financial Na 15 463 -10,94 2 545 -17,46
2026-05-15 13F Toroso Investments, LLC 75 950 25,50 12 499 16,35
2026-04-21 13F Paradigm Financial Partners, Llc 2 268 -16,86 373 -22,93
2026-05-13 13F Employees Retirement System of Texas 457 900 -5,10 75 -11,76
2026-05-04 13F Providence First Trust Co 4 531 -18,04 746 -24,06
2026-05-07 13F Koss-Olinger Consulting, LLC 1 989 -0,35 327 -7,63
2026-05-08 13F Sofos Investments, Inc. 15 2
2026-05-15 13F Investment Management Corp of Ontario 102 332 2,89 16 841 -4,63
2026-02-11 13F Real Talk Capital, LLC 0 -100,00 0
2026-04-21 13F Sunpointe, LLC 2 014 -4,46 331 -11,50
2026-05-14 13F Winslow Capital Management, LLC 965 439 158 882
2026-05-14 13F Osmosis Investment Management UK Ltd 78 453 -14,93 12 911 -21,13
2026-05-01 13F Coordinated Financial Services, Inc. 2 305 59,08 379 47,47
2026-05-11 13F WFA of San Diego, LLC 200 0,00 33 -8,57
2026-04-17 13F Cidel Asset Management Inc 7 289 16,05 1 200 7,53
2026-05-14 13F RMG Wealth Management LLC 248 0,00 47 4,44
2026-05-04 13F Y.D. More Investments Ltd 955 -23,66 157 -29,73
2026-04-16 13F Intergy Private Wealth, LLC 2 165 -1,46 356 -8,72
2026-05-13 13F Tokio Marine Asset Management Co Ltd 42 201 4,09 6 945 -3,50
2026-04-27 13F Leelyn Smith, LLC 5 840 35,69 961 25,79
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 839 -14,78 303 -21,15
2026-05-05 13F LeClair Wealth Partners LLC 3 642 599
2026-05-18 13F Oddo Bhf Asset Management Sas 5 966 0,00 982 -7,37
2026-04-28 13F Kepler Cheuvreux (Suisse) SA 5 587 -0,73 919 -8,01
2026-05-06 13F Cornerstone Planning Group LLC 614 30,08 116 34,88
2026-04-15 13F Tema Etfs Llc 21 939 0,76 3 611 -6,60
2026-04-23 13F Powell Investment Advisors, LLC 4 605 0,59 758 -6,77
2026-05-11 13F Bailard, Inc. 190 960 -1,70 31 426 -8,88
2026-05-14 13F Dana Investment Advisors, Inc. 29 916 -2,49 4 923 -9,60
2026-04-20 13F Provenance Wealth Advisors, LLC 443 0,00 73 -7,69
2026-04-16 13F Annex Advisory Services, LLC 344 831 2,98 56 749 -4,54
2026-05-07 13F First National Trust Co 50 742 2,45 8 351 -5,03
2026-05-15 13F Charles Schwab Investment Management Inc 9 991 147 1,35 1 644 425 -6,04
2026-05-15 13F MidFirst Bank 20 289 -1,43 3 339 -8,65
2026-05-15 13F GLOBALT Investments LLC / GA 59 057 -3,41 9 719 -10,46
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 20 534 2,15 3 648 -0,65
2026-05-14 13F Traynor Capital Management, Inc. 2 018 2,91 320 -8,33
2026-04-15 13F Journey Strategic Wealth Llc 8 354 1,20 1 375 -6,21
2026-05-15 13F Voleon Capital Management Lp 168 700 391,36 27 763 355,49
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-10 13F First Bank & Trust 4 546 -13,43 748 -19,74
2026-05-12 13F Culbertson A N & Co Inc 25 673 1,14 4 225 -6,24
2026-04-27 13F Argos Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Family Management Corp 18 347 771,59 3 019 709,38
2026-05-13 13F Alpha Family Trust 4 025 0,00 662 -7,28
2026-05-13 13F Ubs Asset Management Americas Inc 11 017 848 20,13 1 813 207 11,36
2026-04-20 13F Naples Global Advisors, Llc 3 157 0,29 519 -6,99
2026-04-16 13F Balboa Wealth Partners 3 355 5,47 552 -2,13
2026-04-13 13F Neumann Capital Management, LLC 1 800 0,00 296 -7,21
2026-05-01 13F Concord Wealth Partners 23 693 -3,53 3 899 -10,57
2026-04-22 13F Union Bancaire Privee, UBP SA 60 912 -32,33 8 567 -30,65
2026-05-13 13F Mackenzie Financial Corp 851 956 40,40 140 206 29,28
2026-04-17 13F Webster Bank, N. A. 3 696 0,00 608 -7,32
2026-04-28 13F Bogart Wealth, LLC 951 3,71 156 -3,70
2026-05-08 13F DJE Kapital AG 93 386 -81,83 15 118 -83,54
2026-02-03 13F Broadwater Capital Management Llc 183 0,00 32 10,34
2026-05-06 13F Quadrant Private Wealth Management, LLC 1 758 12,48 289 4,33
2026-05-08 13F Central Asset Investments & Management Holdings (HK) Ltd 0 -100,00 0
2026-05-15 13F Boothbay Fund Management, Llc 1 549 -76,48 255 -78,27
2026-05-07 13F Meeder Asset Management Inc 188 -20,68 31 -28,57
2026-05-11 13F Phoenix Holdings Ltd. 13 543 -36,36 2 306 -1,41
2026-02-13 13F Colony Group, LLC 386 852 63,37 68 678 82,44
2026-04-21 13F Piedmont Capital Management, LLC/NC 4 205 0,00 692 -7,24
2026-05-13 13F Picton Mahoney Asset Management 186 230 -9,16 30 648 -15,79
2026-04-09 13F Wealth Alliance Advisory Group, LLC 0 -100,00 0
2026-04-28 13F WESPAC Advisors, LLC 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 59 539 -4,24 9 798 -11,23
2026-05-13 13F Sepio Capital, LP 7 483 -0,97 1 231 -8,20
2026-04-08 13F Arlington Trust Co LLC 244 144,00 40 135,29
2026-04-15 13F Iowa State Bank 59 071 -0,89 9 721 -8,13
2026-04-21 13F Chapin Davis, Inc. 4 929 -0,86 811 -8,05
2026-04-28 13F Interactive Financial Advisors 2 005 0,10 330 -7,32
2026-05-11 13F Daymark Wealth Partners, Llc 8 947 24,64 1 472 15,54
2026-05-12 13F Richardson Capital Management LLC 59 555,56 10 800,00
2026-04-23 13F PayPay Securities Corp 66 29,41 12 33,33
2026-05-14 13F StoneX Group Inc. 23 155 -23,64 3 811 -29,23
2026-05-14 13F Retiremitten Financial Llc 55 9
2026-04-24 13F Means Investment Co., Inc. 3 503 89,45 576 75,61
2026-05-05 13F SOUTH STATE Corp 33 004 3,54 5 431 -4,03
2026-04-21 13F S Harris Financial Group, LLC 4 321 -0,76 711 -8,02
2026-04-28 13F Schear Investment Advisers, LLC 19 380 0,95 3 189 -6,43
2026-02-03 13F Alpha Cubed Investments, LLC 3 267 1,08 580 13,06
2026-04-20 13F Sowell Financial Services LLC 40 467 31,40 6 660 21,80
2026-05-11 13F Berkshire Asset Management Llc/pa 11 891 0,75 1 957 -6,63
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 126 233 -5,72 20 774 -12,60
2026-05-15 13F Capital Markets Trading UK LLP 5 524 1
2026-04-08 13F Lineweaver Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F 111 Capital 2 672 -72,80 440 -74,81
2026-05-15 13F Clark Capital Management Group, Inc. 992 717 -7,46 163 372 -14,21
2026-05-14 13F August Group Capital Ltd 1 736 -4,93 286 -12,04
2026-05-15 13F Advisors Asset Management, Inc. 84 909 8,58 13 973 0,66
2026-05-06 13F Oxford Financial Group Ltd 5 109 143,63 841 125,81
2026-05-05 13F IMC-Chicago, LLC 98 629 225,22 16 231 201,52
2026-05-15 13F T. Rowe Price Investment Management, Inc. 9 298 -9,66 2 0,00
2026-04-28 13F Stratos Wealth Advisors, LLC 7 855 1,37 1 293 -6,04
2026-05-05 13F IMC-Chicago, LLC Put 823 400 0,81 135 507 -6,55
2026-05-05 13F IMC-Chicago, LLC Call 711 300 9,80 117 059 1,79
2026-05-12 13F Icon Wealth Advisors, LLC 7 637 0,16 1 429 5,54
2026-05-06 13F Intentional Wealth Strategies, LLC 417 69
2026-05-11 13F O'Neil Global Advisors, Inc. 0 -100,00 0
2026-04-28 13F Alecta Pensionsforsakring, Omsesidigt 1 279 100 35,79 210 412 25,81
2026-05-12 13F Baker Avenue Asset Management, LP 6 711 37,18 1 105 27,19
2026-05-08 13F Everett Harris & Co /ca/ 2 059 0,00 339 -7,40
2026-05-13 13F Abbot Financial Management, Inc. 17 275 -0,86 2 843 -8,12
2026-04-10 13F YHB Investment Advisors, Inc. 22 293 0,27 3 669 -7,07
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 9 -94,89 1 -96,77
2026-05-13 13F Ankerstar Wealth, LLC 40 0,00 7 -14,29
2026-04-27 13F Evolution Wealth Management Inc. 143 4 666,67 24
2026-04-22 13F Strategic Planning Group, Llc 70 639 -6,65 11 625 -13,46
2026-05-05 13F CPA Asset Management LLC 2 371 0,00 390 -7,14
2026-05-04 13F Maryland State Retirement & Pension System 57 043 -0,64 9 388 -7,90
2026-04-29 13F Lipe & Dalton 20 525 -1,90 3 0,00
2026-05-13 13F Jaffetilchin Investment Partners, LLC 2 831 70,03 466 57,63
2026-04-21 13F Cambient Family Office, Llc 4 858 17,03 799 8,56
2026-05-08 13F Vann Equity Management LLC 10 512 1 730
2026-01-22 13F O'Brien Wealth Partners LLC 19 0,00 3 0,00
2026-04-23 13F Interchange Capital Partners, LLC 12 651 -13,74 1 499 -42,45
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 2 542 196 -5,22 418 369 -12,14
2026-04-20 13F Brandywine Oak Private Wealth Llc 2 649 -3,39 436 -10,49
2026-05-06 13F CNB Bank 4 529 -1,67 745 -8,81
2026-05-08 13F Aviso Wealth Management 0 -100,00 0
2026-05-15 13F EFG International AG 33 943 13,48 5 585 5,16
2026-05-07 13F Advisor OS, LLC 5 820 19,43 958 10,64
2026-04-29 13F CFS Investment Advisory Services, LLC 7 742 1,35 1 462 7,74
2026-05-04 13F LJI Wealth Management, LLC 1 871 0,00 308 -7,53
2026-05-12 13F Operose Advisors LLC 7 905 3,92 1 301 -3,63
2026-05-14 13F Baird Financial Group, Inc. 311 463 0,59 51 258 -6,76
2026-04-29 13F Rocky Mountain Advisers, Llc 819 0,49 135 -6,94
2026-05-15 13F Price T Rowe Associates Inc /md/ 17 014 757 14,06 2 800 5,74
2026-05-14 13F Affinity Investment Advisors, Llc 9 706 0,12 1 597 -7,15
2026-05-12 13F Rpo Llc Call 0 -100,00 0
2026-05-12 13F Rpo Llc Put 0 -100,00 0
2026-05-14 13F Brentview Investment Management LLC 41 800 4,30 6 879 -3,30
2026-05-04 13F Rogco, Lp 5 668 -0,18 933 -7,54
2026-05-14 13F Twin Focus Capital Partners, Llc 0 -100,00 0
2026-05-06 13F Aviance Capital Partners, LLC 1 506 -0,07 248 -7,49
2026-04-08 13F Werlinich Asset Management, LLC 20 100 0,15 3 308 -7,99
2026-05-11 13F Boston Partners 4 429 180 16,34 729 304 7,74
2026-05-13 13F Transcend Wealth Collective, Llc 19 755 -23,29 3 251 -28,89
2026-04-21 13F Pflug Koory, LLC 1 824 0,00 300 -7,12
2026-05-15 13F Armistice Capital, Llc 3 017 497
2026-05-07 13F West Family Investments, Inc. 2 886 -48,81 475 -52,60
2026-05-15 13F Palisade Capital Management Llc/nj 5 021 134,52 826 117,37
2026-04-24 13F Canton Hathaway, LLC 6 725 0,00 1 107 -7,29
2026-05-07 13F New York Life Investment Management Llc 170 147 -0,20 28 001 -7,48
2026-05-11 13F Manchester Capital Management LLC 1 435 0,42 236 -6,72
2026-04-17 13F 55 North Private Wealth, LLC 2 887 1,62 475 -5,75
2026-05-05 13F Plante Moran Financial Advisors, LLC 250 -63,50 41 -66,12
2026-05-14 13F Loomis Sayles & Co L P 56 723 4,75 9 335 -2,90
2026-04-27 13F Platform Technology Partners 1 377 227
2026-05-12 13F Curio Wealth, Llc 531 0,76 87 -8,42
2026-05-14 13F Capital Analysts, Inc. 122 651 -2,66 20 -9,09
2026-05-06 13F Tyche Wealth Partners LLC 1 815 -2,42 299 -9,70
2026-04-29 13F TriaGen Wealth Management LLC 5 268 0,00 867 -7,38
2026-01-26 13F LifeWealth Investments, LLC 0 -100,00 0 -100,00
2026-05-01 13F Rakuten Securities, Inc. 602 46,12 99 35,62
2026-05-19 13F Front Row Advisors LLC 60 0,00 10 -10,00
2026-05-07 13F Arsenal Capital Advisors LLC 4 584 -0,04 754 -7,37
2026-05-15 13F Blue Chip Partners, Inc. 97 464 -5,19 16 040 -12,11
2026-05-07 13F Convergence Investment Partners, LLC 12 742 1,38 2 097 -6,05
2026-04-20 13F LS Investment Advisors, LLC 6 515 -52,65 1 072 -56,10
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-07 13F Wilkins Investment Counsel Inc 11 149 -1,33 1 835 -8,53
2026-05-15 13F DV Trading LLC 4 276 755,20 704 698,86
2026-04-22 13F StoryOne LLC 0 218 -2,69
2026-05-11 13F Allstate Corp 68 194 -24,99 11 223 -30,47
2026-05-11 13F Gulf International Bank (UK) Ltd 91 764 50,73 15 50,00
2026-05-11 13F HBK Sorce Advisory LLC 6 448 4,86 1 245 12,57
2026-04-28 13F Whittier Trust Co 18 633 7,18 3 103 -4,90
2026-05-12 13F Argentarii, LLC 4 853 32,70 799 22,96
2026-04-23 13F Intrua Financial, LLC 5 903 0,39 972 -6,90
2026-05-13 13F Mach-1 Financial Group, Inc. 8 833 -49,51 1 454 -53,20
2026-04-16 13F Bright Rock Capital Management, Llc 31 000 93,75 5 102 79,61
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 1 544 -58,16 254 -61,22
2026-05-15 13F Strategic Advocates LLC 29 -42,00 5 -50,00
2026-04-20 13F Eagle Strategies LLC 2 189 -0,77 360 -7,93
2026-04-10 13F Naviter Wealth, LLC 2 725 1,91 448 -5,49
2026-05-08 13F Steward Partners Investment Advisory, Llc 86 642 -14,81 14 259 -21,03
2026-04-23 13F Harbor Investment Advisory, Llc 4 745 -5,93 781 -12,85
2026-05-13 13F Kovitz Investment Group Partners, LLC 48 358 4,14 7 958 -3,46
2026-05-14 13F 3 Factor Indexing, Llc 4 1
2026-04-16 13F Evolve Private Wealth, Llc 13 441 21,60 2 212 12,69
2026-04-20 13F First PREMIER Bank 156 0,00 0
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