Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Haleon plc - Depositary Receipt (Common Stock), to m.in Harris Associates L P, Goodman Financial Corp, 2Xideas AG, Factory Mutual Insurance Co, CIBC Asset Management Inc, Quadrature Capital Ltd, NorthRock Partners, LLC, Alvarez & Marsal Private Wealth Partners, LLC, South Shore Capital Advisors, Keebeck Wealth Management, LLC, Pitcairn Wealth Advisors LLC, Tanager Wealth Management LLP, Tiaa-cref Individual & Institutional Services, Llc, Walleye Capital LLC, PharVision Advisers, LLC, Abel Hall, LLC, Greenspring Advisors, LLC, Tepp RIA, LLC, TCG Advisory Services, LLC, i VestGen Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3 819 | 27,30 | 39 | 46,15 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13 373 | 134 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 63 558 | 11,21 | 643 | 11,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 022 749 | 7,94 | 40 268 | 6,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 738 | 7 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 297 369 | 8,29 | 2 977 | 7,51 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 322 | 17,95 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 59 908 | 22,51 | 600 | 36,14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27 708 | 1,23 | 277 | 0,36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 980 | 10 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1 243 | 561,17 | 12 | 1 100,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 264 041 | 3,51 | 62 703 | 2,49 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 820 071 | 17,44 | 8 | 14,29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 4,90 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 275 | 3 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 257 | 3 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10 933 | 109 | ||||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 20 141 | 202 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 113 969 159 | 5,58 | 1 140 831 | 4,54 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 69 078 | 34,27 | 698 | 31,95 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 53 465 | 535 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 404 | 257,52 | 4 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11 534 | 115 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 44 292 | 448 | ||||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104 389 | 5,04 | 1 045 | 3,98 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1 816 | 64,20 | 18 | 63,64 | ||||
| 2026-05-11 | 13F | Commerce Bank | 19 679 | 68,56 | 197 | 66,10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 420 | 55 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1 100 190 | 11 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7 034 778 | 28,37 | 70 418 | 27,12 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 251 | 3 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 9 114 | 91 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 226 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 4 639 437 | 2,93 | 46 | 2,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 78 464 | 0,41 | 785 | -0,63 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1 241 | 46,00 | 12 | 50,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 663 275 | 493,13 | 6 639 | 487,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29 305 | 27,85 | 292 | 26,41 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 222 708 | 136,38 | 2 229 | 134,14 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 16 407 | 7,86 | 164 | 7,19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 188 885 | 0,19 | 1 891 | -0,79 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 208 415 | 8,26 | 2 086 | 7,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5 632 | 387,62 | 56 | 409,09 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1 662 | 17 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 441 | 17,60 | 4 | 33,33 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 29 271 | 0,12 | 293 | -0,68 | ||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 37 899 | 379 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 155 111 | 10,83 | 1 553 | 9,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 12 224 | 8,21 | 122 | 7,02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14 583 | 13,37 | 143 | 11,81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 404 060 | 90,44 | 3 992 | 86,11 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 410 | 33,15 | 24 | 33,33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 820 | 105,00 | 8 | 100,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 712 | 17 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 13 464 | 135 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 5 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7 567 | 1,31 | 76 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 25 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 053 | 49,48 | 193 | 68,42 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 67 965 | 9,32 | 680 | 8,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 33 747 | 2,61 | 337 | 1,81 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 67 378 | 3,93 | 674 | 2,90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9 086 528 | 2 454,64 | 89 048 | 2 377,00 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 749 365 | 31,20 | 7 501 | 29,91 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 120 238 | 6,19 | 1 204 | 5,16 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10 934 228 | 16,97 | 109 452 | 15,81 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 293 | 0,34 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 170 971 | 10,61 | 1 729 | 24,05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 431 | 34 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49 161 | 1,73 | 492 | 0,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 17 300 | 24,46 | 173 | 23,57 | |||
| 2026-05-15 | 13F | Hancock Whitney Corp | 13 405 | 8,86 | 125 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 638 | 7,59 | 6 | 20,00 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 54 856 | 15,58 | 549 | 14,61 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 40 028 | 163,05 | 401 | 194,12 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 63 447 | 184,78 | 1 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 1 134 531 | 13,97 | 11 357 | 12,84 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 1 610 721 | 470,16 | 16 | 700,00 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 249 796 | 4,03 | 2 500 | 2,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 553 252 | 16,99 | 5 538 | 15,83 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 76 704 | 16,51 | 768 | 15,34 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 295 125 | 1,20 | 2 954 | 0,20 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 104 | 300,00 | 11 | 450,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 112 695 | 2,99 | 1 128 | 1,99 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1 017 | 2,01 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 414 | 4 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 83 677 | 0,62 | 838 | -0,36 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 240 252 | 2 405 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 33 068 | 29,71 | 331 | 28,79 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 260 541 | 30,89 | 2 608 | 29,88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 864 | 9,51 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 23 242 | 233 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 673 294 | 6 740 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3 869 | 10,54 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25 130 | 0,74 | 254 | 0,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 106 905 | 313,61 | 1 070 | 309,96 | ||||
| 2026-05-18 | 13F | Altshuler Shaham Ltd | 196 378 | 96,38 | 1 966 | 94,36 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 52 951 | 4,20 | 530 | 3,31 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 15 032 041 | 150 471 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 54 779 | 2,27 | 548 | 1,29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 200 | 204,57 | 12 | 300,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7 896 | 7,74 | 79 | 6,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 407 | 7,61 | 34 | 6,25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10 190 | 102 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 46 876 | 13,72 | 469 | 12,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 166 608 | 21,01 | 1 668 | 19,84 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 64 274 | 643 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 379 350 | 3 797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 636 787 | 2,66 | 6 374 | 1,66 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 14 339 | 145 | ||||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 27 480 | 275 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 13 628 | 14,53 | 136 | 13,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 329 934 | 36,39 | 13 313 | 35,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 114 694 | 357,29 | 1 148 | 353,75 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 14 803 | 23,53 | 148 | 22,31 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15 349 | 154 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 327 131 | 3,85 | 3 275 | 2,83 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 13 073 | 131 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 148 676 | 10,40 | 1 488 | 9,33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 172 976 | 0,31 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 845 | 18 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 388 159 | 0,28 | 3 885 | -0,72 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11 913 | 10,78 | 119 | 10,19 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 4 032 643 | 20,90 | 40 367 | 19,70 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 36 000 | 360 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2 215 | 930,23 | 22 | 2 100,00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 11 938 | 119 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 56 085 | 41,61 | 561 | 40,25 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 377 | 4 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 12 582 | 126 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 2 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 800 | 8 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 1 000 | 10 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1 096 123 | 10,05 | 10 972 | 8,97 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 209 065 | 2 093 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2 815 | 166,07 | 28 | 180,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 960 | 130 | ||||||
| 2026-05-15 | 13F | EFG International AG | 2 954 | 28,16 | 30 | 26,09 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 927 | 9,19 | 9 | 12,50 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1 102 | 10,20 | 11 | 10,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 250 957 | 5,37 | 52 562 | 4,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10 500 | 105 | |||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 1 402 | 14 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 15 232 | 90,71 | 152 | 90,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 235 522 | 9,91 | 2 358 | 8,82 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 379 517 | 17,44 | 3 799 | 16,25 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 29 924 | 10,99 | 300 | 9,93 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 935 229 | 21,85 | 9 362 | 20,65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 433 893 | 0,65 | 4 343 | -0,34 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 122 | 1 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 663 | 95,58 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 684 558 | 20,61 | 6 852 | 19,41 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 953 513 | 21 735,38 | 39 593 | 24 340,12 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12 982 | 15,15 | 130 | 14,16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 6 574 038 | 38,70 | 65 806 | 37,33 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 31 718 725 | 0,94 | 317 504 | -0,06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 063 916 | 8,45 | 30 671 | 7,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 14 922 | 14,25 | 149 | 12,88 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 443 | 4 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 70 | 1 | ||||||
| 2026-05-11 | 13F | 2Xideas AG | 437 469 | 2 159 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 8 922 | 14,38 | 89 | 14,10 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6 162 | 8,24 | 62 | 7,02 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 36 478 | 0,78 | 365 | 0,00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 48 255 | 483 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 91 085 | 5,64 | 912 | 4,59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 872 | 29 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 10 092 | 101 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21 271 | 23,88 | 213 | 22,54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 660 | 102,45 | 7 | 100,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 002 | 402,01 | 30 | 400,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16 068 | 0,58 | 161 | -0,62 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 8 699 093 | 41,00 | 87 078 | 39,61 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 563 | 181,50 | 6 | 400,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11 514 | 8,09 | 115 | 7,48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 704 468 | 34,65 | 7 052 | 33,31 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 16 364 | 4,78 | 164 | 3,82 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 61 774 | 10,67 | 618 | 9,57 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 105 141 | 21,49 | 1 052 | 20,37 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 18 | 0 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 658 | 57 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 181 908 | 3,45 | 21 841 | 2,43 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 33 681 | 4,04 | 337 | 3,06 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 910 | 9 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 17 016 | 0,06 | 170 | -0,58 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 13 603 | 136 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 176 | 162 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 10 197 | 102 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 262 | 907,69 | 3 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1 213 | 12 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 48 499 | 88,45 | 485 | 86,54 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 204 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 249 641 | 0,16 | 2 499 | -0,83 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 87 556 | 7,13 | 876 | 6,05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192 177 | 36,65 | 1 924 | 35,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 197 621 | 31,87 | 1 978 | 30,56 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1 147 659 | 11 488 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 93 822 | 939 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 213 938 | 7,39 | 2 142 | 6,31 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 303 | 101,39 | 13 | 116,67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 406 | 1,65 | 314 | 0,64 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 231 106 | 25,50 | 2 313 | 24,29 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 150 995 | 1 511 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 16 850 | 6,40 | 169 | 5,00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 11 490 | 115 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25 138 | 12,37 | 254 | 27,00 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 62 904 | 51,03 | 630 | 49,41 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 525 032 | 0,33 | 15 266 | -0,66 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 10 412 | 104 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 102 334 | 1 024 | ||||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 1 150 750 | 5,02 | 11 519 | 3,99 | ||||
| 2026-05-11 | 13F/A | PharVision Advisers, LLC | 12 303 | 123 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 25 986 | 11,62 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 31 874 | 20,52 | 319 | 19,48 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1 725 059 | 70,25 | 17 251 | 68,90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 97 069 | 118,68 | 972 | 116,74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28 640 | 38,67 | 287 | 37,50 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57 526 | 64,28 | 576 | 62,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 79 121 | 14,98 | 792 | 13,96 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3 119 | 31 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 118 327 | 59,14 | 1 184 | 57,66 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 49 562 | 496 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 67 902 | 1,02 | 680 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 12 562 | 12,29 | 126 | 10,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 371 702 | 12,58 | 3 721 | 11,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 879 | 587,60 | 59 | 625,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 129 153 | 0,71 | 1 293 | -0,31 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 225 | 80,00 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 587 | 4,63 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 80 | 1 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1 897 694 | 18,73 | 18 996 | 17,56 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 43 277 | 18,41 | 433 | 17,34 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 38 423 | 6,41 | 385 | 5,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 498 893 | 5,74 | 4 994 | 4,68 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3 456 | 35 | ||||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 32 950 | 330 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 39 991 | 28,25 | 400 | 26,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 247 741 | 17,01 | 2 480 | 15,84 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 219 187 | 15,29 | 2 194 | 14,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 155 748 | 24,39 | 1 559 | 23,24 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 8 470 | 428,38 | 85 | 425,00 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 28 464 | 285 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 224 | 2 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6 492 | 8,89 | 65 | 6,67 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 944 | 6,17 | 19 | 5,56 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 795 403 | 3,70 | 7 962 | 2,67 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 24 246 | 243 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10 748 | 98 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 15 673 | 11,53 | 157 | 9,86 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 138 272 | 3,51 | 1 384 | 2,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40 396 | 2,46 | 404 | 1,51 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 346 | 16,11 | 3 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8 279 468 | 2,21 | 82 795 | 1,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 11 009 | 9,79 | 110 | 8,91 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 521 | 5 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 745 | 24,90 | 47 | 23,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 750 087 | 6,71 | 17 518 | 5,66 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 13 247 | 4,00 | 133 | 3,13 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 362 422 | 5,85 | 3 628 | 4,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19 339 | 4,03 | 194 | 3,21 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 291 768 | 48,95 | 22 941 | 47,48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 330 | 3 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 43 714 | 13,59 | 435 | 12,44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22 522 | 3,64 | 225 | 2,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16 091 | 150 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 102 062 | 7,48 | 1 018 | 6,49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 063 693 | 3,61 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 039 677 | 1,61 | 10 407 | 0,61 | ||||
| 2026-05-12 | 13F | Creative Planning | 630 997 | 19,37 | 6 316 | 18,19 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62 119 | 14,13 | 622 | 12,91 | ||||
| 2026-02-13 | 13F | Barclays Plc | 580 657 | 115,06 | 5 870 | 142,46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9 648 | 33,33 | 97 | 31,51 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 4 881 337 | 1,33 | 48 862 | 0,33 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 69 250 | 8,54 | 693 | 7,44 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 41 583 | 20,34 | 416 | 19,20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 29 472 | 38,21 | 295 | 37,21 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 576 | 6 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 19 682 | 7,45 | 197 | 6,49 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 45 058 | 451 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22 289 | 1,85 | 223 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 459 205 | 3,05 | 4 597 | 2,02 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 196 537 | 1 967 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 18 600 | 1,63 | 186 | 0,54 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5 178 | 81,88 | 52 | 82,14 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 473 692 | 29,97 | 4 742 | 28,69 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 16 162 | 4,25 | 162 | 3,21 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12 851 | 129 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 64 280 | 16,10 | 643 | 15,03 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 11 292 | 2,69 | 113 | 1,80 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 2 803 530 | 27 393,67 | 28 063 | 27 145,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 50 285 | 45,56 | 503 | 44,13 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 13 901 | 5,92 | 139 | 5,30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 31 187 | 39,90 | 312 | 38,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 733 | 33,58 | 27 | 35,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 138 779 | 9,08 | 1 374 | 8,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14 816 | 160,20 | 148 | 157,89 | ||||
| 2026-02-10 | 13F | Norges Bank | 16 175 000 | 163 529 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 11 748 | 118 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 39 744 | 398 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1 322 | 54,44 | 13 | 62,50 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 17 285 | 32,54 | 173 | 32,06 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 271 574 | 2 718 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 451 649 | 214,74 | 5 | 300,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1 221 499 | 11,80 | 12 227 | 10,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1 508 | 2,86 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 280 | 3 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 393 | 133,93 | 4 | 200,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 5 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 39 362 | 6,99 | 394 | 6,20 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 14 674 518 | 82,81 | 146 892 | 81,00 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24 375 | 77,31 | 244 | 76,09 |
