Statistik Asas
| Pemilik Institusi | 142 total, 139 long only, 1 short only, 2 long/short - change of -10.13% MRQ |
| Purata Peruntukan Portfolio | 0.1326 % - change of -16.48% MRQ |
| Saham Institusi (Panjang) | 20,961,440 (ex 13D/G) - change of -1.65MM shares -7.29% MRQ |
| Nilai Institusi (Panjang) | $ 137,074 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
BlackRock TCP Capital Corp. (US:TCPC) telah 142 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 21,272,201 saham. Pemegang saham terbesar termasuk Van Eck Associates Corp, BIZD - VanEck Vectors BDC Income ETF, KBWD - Invesco KBW High Dividend Yield Financial ETF, UBS Group AG, Invesco Ltd., Transcend Wealth Collective, Llc, Next Capital Management LLC, Two Sigma Advisers, Lp, Two Sigma Investments, Lp, and Morgan Stanley .
BlackRock TCP Capital Corp. (NasdaqGS:TCPC) 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%.
The share price as of September 5, 2025 is 7.24 / share. Previously, on September 9, 2024, the share price was 9.14 / share. This represents a decline of 20.79% over that period.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Alberta Investment Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,150 | 0.00 | 9 | -11.11 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 87,645 | 0.00 | 675 | -3.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32,988 | 11.40 | 254 | 7.17 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 212,989 | -4.68 | 1,640 | -8.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 707,036 | -24.10 | 5,444 | -27.04 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106,720 | 822 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 16,710 | 0.00 | 129 | -3.76 | ||||
| 2025-08-12 | 13F | Barings Llc | 497,580 | 0.00 | 3,831 | -3.86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 65,670 | -31.96 | 506 | -34.67 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 245,000 | 0.00 | 1,886 | 188,500.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 573 | 4 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 2,178,715 | 7.30 | 17 | 0.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CF Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1,333,693 | -9.43 | 10,269 | -12.94 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 256,389 | -2.84 | 1,974 | -6.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58,379 | -89.64 | 450 | -90.05 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 29,776 | 229 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,868 | 0.53 | 53 | -3.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29,592 | 2.98 | 228 | -1.30 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11,812 | 0.00 | 91 | -4.26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 799 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | NP | ORR - Militia Long/Short Equity ETF | Short | -310,761 | 311.67 | -2,436 | 282.42 | |||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,364 | 11 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 253,357 | -2.88 | 1,951 | -6.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 142,047 | 24.94 | 1,094 | 20.11 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 131,304 | -11.45 | 1,011 | -14.83 | ||||
| 2025-05-13 | 13F | Evoke Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14,936 | 115 | ||||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 165,000 | 6.35 | 1,270 | 2.25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,656 | 13.12 | 91 | 10.98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,000 | 8 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,389 | -4.93 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 58,397 | -57.51 | 450 | -59.18 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Legal & General Group Plc | 559,479 | -0.01 | 4,300 | -4.25 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3,904 | 30 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 65,611 | -4.32 | 505 | -8.01 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 120,032 | -51.56 | 924 | -53.43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 510,941 | 29.32 | 3,934 | 24.34 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 141,741 | -5.80 | 1,091 | -9.46 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,991 | 0.00 | 15 | 0.00 | ||||
| 2025-05-15 | 13F | Alpine Global Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 12,500 | 96 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 24,643 | -74.79 | 190 | -75.83 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27,775 | -30.85 | 214 | -33.64 | ||||
| 2025-05-13 | 13F | Sterling Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 223,722 | 101.64 | 1,723 | 93.92 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 21,200 | 0.00 | 163 | -3.55 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14,859 | 114 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,468 | 0.00 | 11 | 0.00 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,423,209 | -7.63 | 10,959 | -11.21 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | OMERS ADMINISTRATION Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Advisers, Lp | 950,517 | 2.34 | 7,319 | -1.63 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 96,565 | 11.69 | 744 | 7.37 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,160 | 0.00 | 24 | 20.00 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 22,898 | 1.75 | 176 | -2.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 750 | 0.00 | 6 | -16.67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10,826 | 0.00 | 83 | -3.49 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 470 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | KBWD - Invesco KBW High Dividend Yield Financial ETF This fund is a listed as child fund of Invesco Ltd. 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 | 1,516,037 | -4.05 | 11,886 | -10.87 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,000 | 0.00 | 8 | -12.50 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 86,364 | 4.41 | 1 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 30,754 | -67.55 | 236 | -63.07 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 6,733 | 0.00 | 52 | -3.77 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 12,000 | 0.00 | 92 | -4.17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,135 | -3.49 | 78 | -7.14 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 59,557 | 459 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 141,720 | -3.57 | 969 | -28.38 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 712,321 | 8.83 | 5,485 | 4.62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,151 | 0.00 | 101 | -3.81 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 24,122 | 0.00 | 186 | -4.15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63,921 | 1.89 | 492 | -1.99 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 221 | 2.79 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Privium Fund Management (UK) Ltd | 125,977 | -15.04 | 983 | -16.78 | ||||
| 2025-08-15 | 13F | Caxton Associates Llp | 60,779 | 16.21 | 468 | 11.72 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38,312 | -62.14 | 295 | -63.58 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 17,246 | 133 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 75,444 | -0.78 | 581 | -4.76 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 38,587 | 0.00 | 297 | -3.88 | ||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 417,991 | 6.06 | 3 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 1,840 | -1.18 | 14 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120,624 | -44.46 | 929 | -46.64 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 11,447 | 88 | ||||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 960 | 153.97 | 7 | 133.33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Credit Agricole S A | 235 | 0.00 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | Dynamic Technology Lab Private Ltd | 48,440 | 359.15 | 373 | 338.82 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 304 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 14,975 | 0.00 | 115 | -3.36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68,149 | 0.21 | 1 | |||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 8,743 | 14.27 | 60 | -15.71 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 5,976 | 46 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 21,380 | -1.03 | 165 | -5.20 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 148 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Quarry LP | 2,064 | 16 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 215 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56,782 | -24.68 | 437 | -27.53 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,000 | 0.00 | 15 | -6.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,475,030 | 12.37 | 11,358 | 8.02 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13,900 | -17.75 | 107 | -20.74 | ||||
| 2025-08-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 51,900 | 0.00 | 400 | -3.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20,428 | 157 | ||||||
| 2025-05-15 | 13F | Ares Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 290,474 | -24.42 | 2,237 | -27.36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 208 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 319,833 | 6.67 | 2,463 | 2.54 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,715 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 525,266 | 4,045 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28,600 | -45.73 | 220 | -47.87 | |||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 1,926,567 | 2.81 | 14,835 | -1.17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 64,809 | -89.08 | 499 | -89.50 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 1,134,826 | 2,131.36 | 8,738 | 2,046.93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lsv Asset Management | 361,470 | 1.78 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65,302 | 47.26 | 503 | 41.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 57,000 | 25.00 | 439 | 20.00 | |||
| 2025-08-12 | 13F | XTX Topco Ltd | 21,536 | 166 | ||||||
| 2025-03-28 | NP | DVDN - Kingsbarn Dividend Opportunity ETF | 6,318 | 58 | ||||||
| 2025-05-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 3,100 | 10.71 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 5,700 | 62.86 | 0 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20,000 | 0.00 | 154 | -3.75 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 12,750 | -79.47 | 98 | -80.28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,563 | 0.00 | 104 | -3.70 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 54,300 | 0.00 | 418 | -11.44 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 7,563 | -32.65 | 58 | -34.83 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10,000 | 0.00 | 77 | -3.75 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13,580 | -6.86 | 118 | 1.72 | ||||
| 2025-05-14 | 13F | Virtus ETF Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2,295 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 50,811 | -2.55 | 391 | -6.24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 90,675 | 7.73 | 698 | 3.56 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,922 | 0.20 | 100 | -3.88 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 20,000 | 25.00 | 154 | 20.31 | ||||
| 2025-05-15 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,761 | 0.00 | 21 | -4.55 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,200 | 0.00 | 79 | -3.70 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | -13.04 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,956 | 15 | ||||||
| 2025-05-12 | 13F | Entropy Technologies, LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,334 | -27.26 | 10 | -28.57 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5,489 | 0.00 | 42 | -2.33 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 25,000 | 1,150.00 | 192 | 1,100.00 | |||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 11,062 | 85 | ||||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 26 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 66,327 | 0.08 | 511 | -3.77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4,000 | 0.00 | 31 | -6.25 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3,471 | 0.00 | 27 | -3.70 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 459,881 | -3.28 | 3,541 | -7.01 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12,055 | -0.86 | 93 | -5.15 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 30,834 | -2.63 | 237 | -6.32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 319,833 | 6.67 | 2,463 | 2.54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,942 | 0.90 | 107 | -2.73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20,100 | 76.32 | 155 | 69.23 | |||
| 2025-08-14 | 13F | New England Asset Management Inc | 170,034 | 0.00 | 1,309 | -3.82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35,580 | 0.00 | 274 | -3.87 | ||||
| 2025-05-14 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 |
