Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Open Text Corporation, to m.in Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Global Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Sound Income Strategies, LLC, Vanguard Investments Australia, Ltd., Board of the Pension Protection Fund, SEB Asset Management AB, Fideuram Asset Management (Ireland) dac, Aaron Wealth Advisors LLC, Oslo Pensjonsforsikring AS, BCV Asset Management Inc., United Community Bank, Purpose Unlimited Inc., First Horizon Corp, MCF Advisors LLC, Innovative Asset Advisors Group, LLC, North Star Investment Management Corp., Key Capital Management, INC, i Financial Consulate, Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Letko, Brosseau & Associates Inc | 7 790 553 | 37,13 | 173 055 | -6,59 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 314 700 | 21,54 | 6 974 | -17,49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 62 279 | 343,84 | 1 385 | 203,06 | ||||
| 2026-05-06 | 13F | Pacer Advisors, Inc. | 179 854 | 8,99 | 4 079 | -24,12 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | Call | 13 800 | 253,85 | 308 | 141,73 | |||
| 2026-05-15 | 13F | SIG North Trading, ULC | Call | 141 200 | 13,41 | 3 140 | -22,58 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 90 000 | 420,23 | 2 002 | 255,42 | |||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1 261 | 683,23 | 28 | 460,00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | Put | 121 | 1 244,44 | 270 | 827,59 | |||
| 2026-05-13 | 13F | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 212 324 | 60,74 | 4 732 | 10,02 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 132 038 | 112,15 | 2 937 | 44,84 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 17 | 41,67 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 3 149 811 | 40,96 | 70 052 | -3,77 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 595 | 13 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 288 479 | 2,30 | 6 386 | -30,39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 108 736 | 5,32 | 2 418 | -28,10 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 446 889 | 74,24 | 9 939 | 18,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 145 676 | 197,97 | 3 240 | 103,45 | ||||
| 2026-05-11 | 13F | Fideuram Asset Management (Ireland) dac | 32 576 | 1 449 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 599 | 143,50 | 13 | 62,50 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 439 715 | 7,82 | 9 502 | -28,55 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 318 545 | 26,23 | 7 094 | -13,69 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 693 431 | 59,69 | 37 662 | 9,01 | ||||
| 2026-05-07 | 13F | AustralianSuper Pty Ltd | 939 036 | 78,07 | 20 930 | 21,86 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Put | 78 400 | 1 744 | |||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 108 641 | 13,85 | 2 419 | -22,18 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 9 867 | 40,34 | 219 | -4,37 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 2 697 717 | 5,53 | 60 109 | -28,59 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 53 720 | 1 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2 321 695 | 2,08 | 51 727 | -30,17 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 33 348 | 8,57 | 1 086 | 8,60 | ||||
| 2026-05-15 | 13F | New Vernon Capital Holdings II LLC | 3 582 | 100,00 | 80 | -1,25 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 30 154 | 18,74 | 671 | -18,98 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 232 | 5 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 5 224 | 116 | ||||||
| 2026-05-15 | 13F | FIL Ltd | 17 184 000 | 41,37 | 382 937 | -3,26 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 57 | 1 | ||||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | Put | 54 500 | 1 212 | |||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 92 | 2 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 23 900 | 227,40 | 532 | 124,05 | |||
| 2026-05-11 | 13F | Spark Investment Management LLC | 61 000 | 12,96 | 1 359 | -22,75 | ||||
| 2026-05-08 | 13F | Baader Bank INC | 16 429 | 24,37 | 365 | -15,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 61 532 | 89,22 | 1 368 | 29,18 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 36 770 | 818 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 035 | 5,61 | 34 | -8,33 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21 316 | 61,82 | 474 | 10,49 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 145 | 126,56 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 17 085 | 380 | ||||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 19 506 | 23,73 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 393 | 28,85 | 9 | -11,11 | ||||
| 2026-04-24 | 13F | USS Investment Management Ltd | 49 806 | 7,25 | 1 107 | -27,09 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 74 | 2 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 576 | 7,46 | 13 | -29,41 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 55 | 14,58 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9 726 | 70,63 | 216 | -10,74 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11 117 | 33,96 | 247 | -8,52 | ||||
| 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 | 2 157 000 | 48 069 | ||||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 757 196 | 64,01 | 16 802 | 11,71 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 234 242 | 34,16 | 5 210 | -8,42 | ||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 200 688 | 28,15 | 4 463 | -12,52 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 409 | 3 046,15 | 9 | |||||
| 2026-05-07 | 13F | Lorne Steinberg Wealth Management Inc. | 204 343 | 5,00 | 4 553 | -28,27 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 35 950 | 800 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 30 349 | 6,33 | 675 | -27,45 | ||||
| 2026-05-07 | 13F | Permit Capital, LLC | 360 000 | 16,13 | 8 006 | -20,72 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 52 | 940,00 | 1 | |||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 18 | 0 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | Call | 300 | 7 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 913 487 | 132,70 | 49 472 | 84,94 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 405 | 45,16 | 9 | 0,00 | ||||
| 2026-05-21 | 13F | Access Investment Management LLC | 320 215 | 60,24 | 7 122 | -4,66 | ||||
| 2026-02-10 | 13F | Norges Bank | 3 276 237 | 106 700 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 34 | 1 | ||||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 25 486 | 1,51 | 790 | -3,30 | ||||
| 2026-05-15 | 13F | Aigen Investment Management, Lp | 9 976 | 309 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 066 599 | 9,36 | 67 718 | -25,57 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1 854 | 55,54 | 60 | 36,36 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 139 433 | 18,14 | 3 101 | -19,38 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 10 918 | 243 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 3 621 943 | 35,12 | 87 317 | -1,81 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 132 886 | 2,45 | 2 961 | -29,90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 16 169 | 14,42 | 360 | -21,96 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 27 238 523 | 15,45 | 605 785 | -21,19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 660 | 65,83 | 15 | 16,67 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 276 876 | 4 130,34 | 6 158 | 2 790,61 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 15 411 | 14,65 | 343 | -21,74 | ||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 21 116 | 31,89 | 469 | -10,15 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 262 | 4,53 | 50 | -28,57 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 33 800 | 50,89 | 752 | 3,02 | |||
| 2026-05-15 | 13F | Cerity Partners LLC | 57 281 | 4,53 | 1 274 | -28,68 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 109 717 | 109,84 | 2 440 | 43,28 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 412 965 | 6,09 | 9 173 | -27,73 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 318 | 7 | ||||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 33 430 | 24,55 | 743 | -14,99 | ||||
| 2026-05-13 | 13F | Bank Of Nova Scotia Trust Co | 53 502 | 6,86 | 1 190 | -27,10 | ||||
| 2026-05-07 | 13F | SEB Asset Management AB | 36 616 | 813 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 303 159 | 7,11 | 6 757 | -26,69 | ||||
| 2026-05-05 | 13F | Plato Investment Management Ltd | 6 086 | 113,92 | 135 | 45,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 9 843 494 | 10,87 | 218 920 | -24,31 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 20 718 | 4,89 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 32 | 1 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 825 | 18 | ||||||
| 2026-05-12 | 13F | Thornburg Investment Management Inc | 170 733 | 1,36 | 3 804 | -30,68 | ||||
| 2026-05-08 | 13F | Intact Investment Management Inc. | 991 940 | 36,12 | 22 099 | -6,89 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 7 066 513 | 157 477 | ||||||
| 2026-04-27 | 13F | Asahi Life Asset Management Co., Ltd. | 13 024 | 289 | ||||||
| 2026-05-13 | 13F | Korea Investment CORP | 468 938 | 97,99 | 10 417 | 34,87 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 291 | 2,57 | 918 | -28,11 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 42 784 | 11,20 | 952 | -24,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 652 | 572,16 | 15 | 366,67 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 55 029 | 20,11 | 1 227 | -17,83 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 14 200 | 316 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 25 100 | 558 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 32 937 | 109,59 | 732 | 42,97 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 1 834 379 | 0,92 | 40 886 | -30,93 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 47 478 | 72,35 | 1 056 | 17,61 | ||||
| 2026-05-08 | 13F | BCV Asset Management Inc. | 12 945 | 288 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 55 585 | 9,50 | 1 236 | -25,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 153 175 | 9,60 | 24 943 | -27,24 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 11 258 | 11,69 | 250 | -23,78 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 56 443 | 38,28 | 1 253 | -5,94 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 10 034 | 222 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | Call | 10 700 | 160,98 | 238 | 78,95 | |||
| 2026-05-14 | 13F | Hrt Financial Lp | 13 060 | 0 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3 718 579 | 28,92 | 82 701 | -11,99 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 69 025 | 34,21 | 1 535 | -8,36 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 22 665 | 504 | ||||||
| 2026-05-15 | 13F | Guardian Capital Lp | 4 570 672 | 23,01 | 101 530 | -16,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 12 961 | 34,30 | 288 | -8,28 | ||||
| 2026-05-15 | 13F | Susquehanna Advisors Group, Inc. | 65 117 | 1 448 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 5 053 | 84,55 | 112 | 25,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 173 155 | 53,34 | 3 851 | 4,68 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 33 557 | 128,12 | 746 | 55,74 | ||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 1 306 385 | 2 058,49 | 29 019 | 1 370,81 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-14 | 13F | Aviva Plc | 245 938 | 14,18 | 5 464 | -22,18 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | Put | 7 600 | 300,00 | 169 | 177,05 | |||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 4 142 610 | 24,02 | 92 120 | -15,36 | ||||
| 2026-05-04 | 13F | Arbejdsmarkedets Tillaegspension | 1 045 953 | 49,79 | 23 262 | 2,25 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 2 413 989 | 29,96 | 53 687 | -11,38 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 150 | 275,00 | 3 | 200,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 951 | 17,99 | 21 | -19,23 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 154 162 | 17,32 | 5 023 | 2,26 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1 126 | 45,29 | 25 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 11 788 | 39,32 | 266 | -3,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 575 | 13 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 786 545 | 18,71 | 17 493 | -18,97 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 168 985 | 3 809 | ||||||
| 2026-04-10 | 13F | Henry James International Management Inc. | 110 288 | 0,00 | 2 453 | -31,76 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 49 823 | 27,15 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 9 108 | 202 | ||||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 4 337 | 19,41 | 96 | -18,64 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 513 937 | 11 453 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 1 722 333 | 38 382 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 13 | 0 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 74 | 2 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 31 | 1 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 130 579 | 2 910 | ||||||
| 2026-05-08 | 13F | Andra AP-fonden | 36 200 | 546,43 | 1 122 | 348,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 349 545 | 99,06 | 30 014 | 35,88 | ||||
| 2026-05-08 | 13F | Oslo Pensjonsforsikring AS | 13 400 | 298 | ||||||
| 2026-04-27 | 13F | Board of the Pension Protection Fund | 63 600 | 1 972 | ||||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 166 249 | 11,09 | 3 693 | -24,34 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 9 800 | 0 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 842 525 | 10,28 | 18 715 | -24,88 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 848 200 | 26,50 | 18 874 | -13,74 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1 164 695 | 6,36 | 25 903 | -27,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 919 | 573,33 | 63 | 520,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 117 | 22,97 | 92 | -16,51 | ||||
| 2026-04-13 | 13F | Wedge Capital Management L L P/nc | 136 231 | 13,94 | 3 030 | -22,23 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 44 | 1 | ||||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 211 860 | 16,27 | 4 721 | 58 900,00 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 746 | 2 160,61 | 17 | 1 500,00 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 46 791 | 150,92 | 1 041 | 49,21 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 32 | 1 | ||||||
| 2026-05-13 | 13F | State of Wyoming | 9 330 | 436,52 | 207 | 269,64 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 12 135 998 | 33,27 | 269 905 | -9,02 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 57 | 23,91 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 20 840 | 3,27 | 463 | -29,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 228 | 41,61 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1 700 642 | 20,68 | 37 797 | -17,69 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 101 259 | 19,03 | 2 252 | -18,73 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 389 506 | 0,63 | 8 682 | -31,13 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 17 069 | 380 | ||||||
| 2026-04-24 | 13F | United Community Bank | 11 340 | 252 | ||||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 135 767 | 15,79 | 3 019 | -20,97 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 32 771 | 3,32 | 729 | -29,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14 089 | 265,19 | 313 | 150,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 35 | 1 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 175 410 | 2 503,68 | 3 901 | 1 681,28 |
