Statistik Asas
| Pemilik Institusi | 61 total, 60 long only, 0 short only, 1 long/short - change of -25.61% MRQ |
| Purata Peruntukan Portfolio | 0.8782 % - change of 15.76% MRQ |
| Saham Institusi (Panjang) | 3,499,306 (ex 13D/G) - change of 0.69MM shares 24.45% MRQ |
| Nilai Institusi (Panjang) | $ 2,779,733 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Citigroup, Inc. (US:C.WSA) telah 61 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,499,306 saham. Pemegang saham terbesar termasuk Norges Bank, Legal & General Group Plc, Tandem Investment Advisors, Inc., Vestor Capital, Llc, Torno Capital, Llc, First Long Island Investors, LLC, Ivy Lane Capital Management, Llc, Cibc World Markets Corp, Mediolanum International Funds Ltd, and Covington Investment Advisors Inc. .
Citigroup, Inc. (NYSE:C.WSA) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 5,254 | -2.18 | 5,513 | 8.46 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,185 | 3.16 | 2,293 | 14.49 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 15,449 | 2.45 | 16 | 14.29 | ||||
| 2025-04-03 | 13F | Jacobs & Co/ca | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 7,022 | 7,368 | ||||||
| 2025-05-14 | 13F/A | Norges Bank | 2,275,013 | 1.87 | 1,896,678 | 4.62 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F/A | Torno Capital, Llc | Call | 31,000 | 29,435 | |||||
| 2025-07-07 | 13F | Osprey Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Boltwood Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-05-01 | 13F | Martin Capital Advisors, LLP | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-02 | 13F/A | Aegon Asset Management Uk Plc | 4,263 | 0.00 | 2,850 | 94,900.00 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 7,901 | -0.75 | 8 | 14.29 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval Fund | 150 | 0.00 | 157 | 11.35 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 25 | -34.21 | 0 | |||||
| 2025-07-16 | 13F | Virginia Retirement Systems Et Al | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | DekaBank Deutsche Girozentrale | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1 | 1 | ||||||
| 2025-04-02 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,270 | 0.00 | 3,431 | 10.86 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 839 | 0.96 | 699 | 3.71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Talbot Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 50 | 0.00 | 0 | |||||
| 2025-07-28 | NP | SGFFX - Sparrow Growth Fund Class A | 190 | 90.00 | 186 | 91.75 | ||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | IFM Investors Pty Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 771 | 0.00 | 809 | 10.97 | ||||
| 2025-05-06 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 18,397 | 4.34 | 19,303 | 15.67 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Farmers National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 89 | 0.00 | 93 | 10.71 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Call | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Put | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Generate Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Pacific Capital Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 78 | 0.00 | 82 | 12.33 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Vinva Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Lederer & Associates Investment Counsel/ca | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2025-03-31 | 13F/A | Sumitomo Mitsui Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F/A | California Public Employees Retirement System | 0 | -100.00 | 0 | |||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Beutel, Goodman & Co Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 261 | 4.40 | 274 | 15.68 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 904 | 754 | ||||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,399 | -29.38 | 3,567 | -21.71 | ||||
| 2025-05-14 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Skylands Capital, LLC | 650 | -21.21 | 682 | -12.56 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 10 | 0 | ||||||
| 2025-07-24 | 13F | Pinnacle West Asset Management, Inc. | 2,619 | -1.06 | 3 | 0.00 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 558 | 530 | ||||||
| 2025-05-15 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | AFOCX - Archer Focus Fund | 277 | 0.00 | 271 | 0.37 | ||||
| 2025-05-02 | 13F | Concord Asset Management, LLC/VA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 37,940 | 47,925.32 | 13 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Boit C F David | 400 | 0.00 | 420 | 10.85 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Abn Amro Investment Solutions | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Strs Ohio | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Alta Advisers Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4,851 | 0.31 | 5,090 | 11.19 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9 | 9 | ||||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 3,226 | -0.68 | 3,385 | 10.08 | ||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 97 | 102 | ||||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1,338 | 1.21 | 668 | -6.57 | ||||
| 2025-06-23 | 13F | RK Capital Management, LLC/FL | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 21,772 | -1.55 | 22,844 | 9.14 | ||||
| 2025-05-05 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | California State Teachers Retirement System | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Weaver Consulting Group | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 13,598 | 0.00 | 13,940 | 0.00 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mediolanum International Funds Ltd | 18,004 | -48.67 | 18,865 | -43.19 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 370 | 1.37 | 0 | |||||
| 2025-07-08 | NP | WSACX - Wellington Shields All-Cap Fund Institutional Shares | 1,900 | 0.00 | 1,862 | 0.22 | ||||
| 2025-05-15 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ivy Lane Capital Management, Llc | 19,900 | 0.00 | 20,880 | 10.86 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Rhumbline Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | ABN AMRO Bank N.V. | 0 | 0 | ||||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cullinan Associates Inc | 716 | 0.00 | 751 | 10.93 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 5 | 0 | ||||||
| 2025-04-11 | 13F | First City Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Voya Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Michael S. Ryan, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Kentucky Retirement Systems Insurance Trust Fund | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Goodman Advisory Group, LLC | 8 | 0 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 250 | 16.28 | 0 | |||||
| 2025-04-14 | 13F | Barden Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 268 | 8.94 | 281 | 20.17 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1,835 | 1.72 | 1,925 | 12.77 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 57 | 0.00 | 60 | 11.32 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Mackenzie Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Legal & General Group Plc | 928,779 | -2.62 | 731,248 | -8.04 | ||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | United Bank | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Advisor Group Holdings, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Farrow Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Kinneret Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Harmony Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Echo45 Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Credit Industriel Et Commercial | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,309 | 0.57 | 2 | 0.00 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | NP | TANDX - Castle Tandem Fund Institutional | 650 | 0.00 | 682 | 10.89 | ||||
| 2025-04-29 | 13F | Fisher Funds Management LTD | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 443 | 0.00 | 465 | 10.74 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 5,300 | 3.92 | 5,561 | 15.21 | ||||
| 2025-08-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Investor Ab | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Tandem Investment Advisors, Inc. | 73,718 | -0.64 | 77 | 10.00 | ||||
| 2025-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,404 | 0.72 | 1,474 | 11.68 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,400 | 4.58 | 3,567 | 25.29 | ||||
| 2025-08-12 | 13F | DnB Asset Management AS | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 3,136 | 202.70 | 2 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-05-09 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 3,991 | 4 |
