Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Atlantic Union Bankshares Corporation, to m.in Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Weiss Asset Management LP, VANGUARD ASSET MANAGEMENT, Ltd, Picton Mahoney Asset Management, Vanguard Global Advisers, LLC, Commerce Bank, Vanguard Investments Australia, Ltd., Passive Capital Management, LLC., Arete Wealth Advisors, LLC, Benjamin Edwards Inc, Wolfstich Capital, LLC, Csenge Advisory Group, Stokes Capital Advisors, LLC, DnB Asset Management AS, SIMA Wealth Partners, LLC, Moneta Group Investment Advisors Llc, Sage Rhino Capital Llc, i Harvest Investment Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | GWM Advisors LLC | 16 385 | 12,84 | 21 | -95,90 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 60 575 | 932,65 | 2 165 | 945,41 | ||||
| 2026-05-14 | 13F | Gabelli Funds Llc | 143 392 | 18,55 | 5 125 | 20,03 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 50 010 | 3,02 | 1 787 | 4,32 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 9 450 | 328 | ||||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 2 507 | 90 | ||||||
| 2026-02-17 | 13F | Weiss Asset Management LP | 167 282 | 5 905 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 12 764 | 1,72 | 456 | 3,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 145 473 | 4,56 | 5 199 | 5,86 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 25 184 | 4,90 | 900 | 6,26 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 26 | 1 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 39 232 | 25,00 | 1 477 | 22,78 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 108 358 | 12 923,80 | 4 | |||||
| 2026-05-15 | 13F | Jain Global LLC | 89 812 | 3 210 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 19 834 | 17,65 | 709 | 18,99 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 228 | 8 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8 805 | 315 | ||||||
| 2026-05-01 | 13F | Phocas Financial Corp. | 165 445 | 56,23 | 5 913 | 58,19 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 4 769 963 | 93,49 | 170 | 95,40 | ||||
| 2026-02-13 | 13F | Barclays Plc | 274 675 | 27,26 | 9 696 | 27,29 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 33 204 | 1,35 | 1 187 | 2,60 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6 968 | 249 | ||||||
| 2026-05-12 | 13F | PCM Encore, LLC | 6 376 | 1,46 | 228 | 2,71 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 6 657 | 6,00 | 238 | 7,24 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 164 102 | 21,02 | 5 865 | 22,54 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 505 | 18 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 868 | 13,61 | 174 | 14,57 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 357 501 | 48,01 | 12 391 | 45,32 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 6 525 | 1,95 | 233 | 3,56 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 8 987 | 39,88 | 321 | 42,04 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 13 804 | 910 | ||||||
| 2026-05-12 | 13F | Creative Planning | 96 550 | 7,38 | 3 451 | 8,70 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 7 200 | 257 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 111 998 | 177,28 | 4 003 | 180,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 659 998 | 16,24 | 23 588 | 17,69 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 87 931 | 1,75 | 3 143 | 3,02 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 75 | 7,14 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 6 600 | 236 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 15 | 66,67 | 1 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 46 160 | 28,08 | 1 650 | 29,74 | ||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 74 229 | 24,60 | 2 653 | 26,17 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8 504 | 0,16 | 304 | 1,34 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 51 | 2 | ||||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 141 003 | 5 039 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11 560 | 12,73 | 413 | 14,09 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 418 385 | 0,43 | 51 | 2,04 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 352 266 | 111,22 | 12 435 | 111,28 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1 817 | 259,80 | 65 | 276,47 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 550 | 0,92 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 64 758 | 379,69 | 2 314 | 386,13 | ||||
| 2026-05-05 | 13F | Jackson Creek Investment Advisors LLC | 48 213 | 2 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 505 | 4,12 | 18 | 5,88 | ||||
| 2026-05-12 | 13F | Mirabella Financial Services Llp | 14 405 | 515 | ||||||
| 2026-05-15 | 13F | FJ Capital Management LLC | 72 243 | 2 582 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 259 147 | 1,10 | 9 262 | 2,35 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 13 451 | 18,98 | 481 | 20,30 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 23 010 | 40,70 | 822 | 42,46 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 30 890 | 93,94 | 1 104 | 96,44 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 13 129 | 1,76 | 469 | 3,08 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 79 169 | 22,48 | 2 888 | 26,61 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 40 869 | 6,52 | 1 461 | 7,83 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 166 | 219,23 | 6 | 400,00 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 151 761 | 20,74 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Kemnay Advisory Services Inc. | 844 | 119,22 | 30 | 130,77 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12 348 | 441 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 7 635 464 | 1,37 | 272 883 | 2,62 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 35 553 | 1 271 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 5 963 | 0,02 | 213 | 1,43 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 41 954 | 466,33 | 1 498 | 473,95 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 12 549 | 3,17 | 449 | 4,43 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 282 028 | 0,39 | 10 080 | 1,64 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 623 717 | 20,41 | 22 292 | 21,91 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 784 472 | 3,13 | 28 037 | 3,94 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 12 943 | 147,43 | 463 | 151,09 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10 632 | 1,91 | 380 | 2,99 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2 375 | 85 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 2 241 874 | 14,09 | 80 125 | 15,52 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 31 350 | 2,96 | 1 120 | 4,28 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 7 214 | 258 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 64 539 | 2 307 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 607 | 1,00 | 22 | -8,70 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 144 997 | 8,67 | 5 182 | 9,30 | ||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 1 380 238 | 24,21 | 49 330 | 25,76 | ||||
| 2026-05-15 | 13F | Interval Partners, LP | 112 921 | 4 036 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1 719 | 3,68 | 61 | 5,17 | ||||
| 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 | 918 421 | 32 824 | ||||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 15 | 1 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 829 469 | 36,82 | 29 645 | 38,53 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 13 402 | 479 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 8 729 234 | 311 983 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 365 | 13 | ||||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 21 541 | 38,17 | 770 | 39,82 | ||||
| 2026-05-05 | 13F | Illinois Municipal Retirement Fund | 77 096 | 6,08 | 2 755 | 7,41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 633 | 0,04 | 94 | 2,17 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 660 | 17,26 | 345 | 18,97 | ||||
| 2026-05-15 | 13F | State Street Corp | 7 367 487 | 3,21 | 263 314 | 4,49 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 5 876 | 210 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 202 | 21,69 | 7 | 40,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 032 | 573 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 1 | ||||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 47 912 | 1 371,95 | 1 712 | 1 401,75 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 25 033 | 7,75 | 895 | 9,02 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 43 617 | 9 858,22 | 2 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 1 436 305 | 3,68 | 51 334 | 4,97 | ||||
| 2026-05-15 | 13F | Susquehanna Fundamental Investments, Llc | 38 629 | 1 381 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 161 | 3,21 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 238 | 4,82 | 116 | 5,50 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 16 | 14,29 | 1 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 322 737 | 18,75 | 11 535 | 20,23 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 251 | 17,84 | 9 | 14,29 | ||||
| 2026-05-07 | 13F | KBC Group NV | 5 045 | 26,19 | 0 | |||||
| 2026-05-06 | 13F | Intrust Bank Na | 13 227 | 11,69 | 473 | 12,92 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 62 122 | 12,18 | 2 | 100,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3 079 | 110 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 6 250 | 0,19 | 223 | 1,36 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 507 217 | 2,84 | 18 128 | 4,12 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 7 679 | 274 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 5 397 | 27,68 | 193 | 28,86 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 254 | 21,53 | 9 | 28,57 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 75 432 | 180,19 | 2 696 | 183,68 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 616 040 | 418,88 | 22 | 450,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 25 105 | 18,64 | 897 | 20,24 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 951 373 | 40,06 | 34 002 | 41,81 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 7 670 | 17,49 | 274 | 19,13 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 8 087 | 37,09 | 289 | 38,94 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 13 | 30,00 | 0 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 18 292 | 654 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 1 337 337 | 0,93 | 47 796 | 2,19 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 12 991 | 11,55 | 464 | 12,90 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 448 | 53,42 | 16 | 60,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 16 544 | 2,40 | 591 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 417 | 5,84 | 15 | 7,69 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 884 | 32 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 38 196 | 1 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 52 | 2 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 544 | 25,94 | 55 | 27,91 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 358 989 | 3,58 | 120 050 | 4,87 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 13 573 | 14,54 | 485 | 16,03 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 57 696 | 97,32 | 2 062 | 81,67 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6 438 | 230 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7 985 | 87,05 | 282 | 87,33 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 6 540 | 234 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 760 | 349 | ||||||
| 2026-04-23 | 13F/A | Stokes Capital Advisors, LLC | 8 250 | 295 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 37 786 | 3,69 | 1 334 | 3,25 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 212 | 9,28 | 8 | 16,67 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2 852 | 0,81 | 102 | 2,02 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7 150 | 0,04 | 255 | 1,19 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 2 375 | 85 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 6 550 | 0,02 | 234 | 1,30 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 31 064 | 96,00 | 1 110 | 98,57 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 55 | 10,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 901 | 0,11 | 32 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 130 | 5 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 46 539 | 9,83 | 1 663 | 11,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 886 978 | 53,44 | 31 701 | 55,36 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 290 733 | 377,18 | 10 391 | 383,26 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 30 170 | 0,24 | 1 065 | 0,28 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 3 488 806 | 2,95 | 124 712 | 4,24 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 9 726 | 348 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5 823 | 208 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 6 081 | 217 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 22 667 | 6,62 | 810 | 8,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 29 674 | 196,00 | 1 061 | 192,82 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 24 | 1 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 87 442 | 3 125 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 139 241 | 3,41 | 4 976 | 4,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 787 | 0,02 | 207 | 0,98 | ||||
| 2026-05-13 | 13F | ISAM Funds (UK) Ltd | 23 382 | 836 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 126 991 | 10,47 | 4 539 | 11,86 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 54 | 2 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 1 283 | 0,63 | 46 | 0,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 524 | 45,96 | 19 | 50,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 48 874 | 9,31 | 1 747 | 10,65 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 29 123 | 1 041 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 17 522 | 7,42 | 626 | 8,87 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 166 | 6 | ||||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 66 902 | 1,04 | 2 391 | 2,31 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 10 | 0 | ||||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 91 151 | 40,83 | 3 258 | 42,60 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 127 030 | 19,46 | 4 538 | 20,95 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 130 328 | 13,54 | 4 658 | 14,96 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7 507 | 265 | ||||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 62 165 | 30,65 | 2 222 | 32,28 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 8 142 | 291 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 5 739 | 205 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11 516 | 412 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 24 267 | 64,15 | 867 | 56,78 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 327 | 22,23 | 405 | 22,80 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 92 720 | 3 314 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 11 | 0 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 104 194 | 7,56 | 3 724 | 8,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 776 786 | 4,62 | 63 502 | 5,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 47 497 | 2 292,80 | 1 698 | 2 324,29 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2 873 | 68,21 | 103 | 70,00 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 403 399 | 1,58 | 14 417 | 2,85 | ||||
| 2026-05-15 | 13F | Amundi | 32 469 | 50,79 | 1 160 | 52,63 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 365 | 30,36 | 13 | 44,44 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 569 | 20 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 6 367 334 | 227 569 | ||||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 7 951 | 284 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 9 111 | 31,11 | 326 | 32,65 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 115 089 | 3,04 | 4 113 | 4,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 276 944 | 0,46 | 9 898 | 1,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 476 310 | 0,22 | 17 023 | 1,47 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 930 726 | 53,49 | 33 264 | 55,40 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 8 576 | 8,63 | 307 | 10,07 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 16 053 | 574 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 112 823 | 197,33 | 3 925 | 193,13 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 86 | 473,33 | 3 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 13 930 | 0,82 | 498 | 2,05 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 912 | 104 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 5 846 | 209 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 20 557 827 | 0,04 | 734 737 | 1,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 262 | 36 144,44 | 117 |
