Statistiques de base
Propriétaires institutionnels | 178 total, 176 long only, 0 short only, 2 long/short - change of 1,70% MRQ |
Allocation moyenne du portefeuille | 0.0777 % - change of 8,59% MRQ |
Actions institutionnelles (Long) | 3 138 970 (ex 13D/G) - change of 0,16MM shares 5,26% MRQ |
Valeur institutionnelle (Long) | $ 216 048 USD ($1000) |
Participation institutionnels et actionnaires
VanEck ETF Trust - VanEck Agribusiness ETF (US:MOO) détient 178 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 3,138,970 actions. Les principaux actionnaires incluent 1832 Asset Management L.P., Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Money Design Co.,Ltd., Cetera Investment Advisers, RLY - SPDR SSGA Multi-Asset Real Return ETF, Oppenheimer Asset Management Inc., and Barry Investment Advisors, LLC .
VanEck ETF Trust - VanEck Agribusiness ETF (ARCA:MOO) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 8, 2025 is 74,77 / share. Previously, on September 9, 2024, the share price was 72,26 / share. This represents an increase of 3,47% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
pour débloquer des données premium et les exporter vers Excel
.
Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 980 | 1,09 | 1 324 | 9,61 | ||||
2025-04-28 | 13F | Coastline Trust Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 150 | 0,00 | 11 | 10,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 39 357 | 745,48 | 2 897 | 816,77 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 1 179 | -96,32 | 87 | -95,84 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 2 247 | 0,00 | 165 | 8,55 | ||||
2025-08-07 | 13F | Allworth Financial LP | 85 | 0,00 | 6 | 20,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 265 | -0,40 | 166 | 8,50 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 4 780 | 352 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 807 | -12,47 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 4 249 | -18,02 | 313 | -11,11 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 863 | -36,68 | 64 | -31,52 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 26 058 | 0,00 | 1 918 | 8,42 | ||||
2025-07-30 | 13F | Whittier Trust Co | 11 | 1 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 67 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 29 | 0,00 | 2 | 100,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 315 | 23 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 378 | -2,83 | 28 | 3,85 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 389 | 0,00 | 29 | 7,69 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 24 282 | 2,12 | 1 788 | 10,72 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 100 | 0,00 | 0 | |||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 12 | 0,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 125 | 0,00 | 156 | 8,33 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 2 819 | 208 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 29 389 | 7,71 | 2 164 | 16,79 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198 | 0,00 | 15 | 7,69 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 100 | 0,00 | 7 | 16,67 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 237 | -45,52 | 1 417 | -40,95 | ||||
2025-04-09 | 13F | Mechanics Bank Trust Department | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 161 | -2,87 | 2 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 40 891 | 34,47 | 3 010 | 45,83 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | ||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 7 746 | -6,74 | 570 | 1,24 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 163 | -26,58 | 12 | -20,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 108 | 575,00 | 8 | 600,00 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 900 | 0,00 | 140 | 8,59 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 7 167 | -0,17 | 528 | 8,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 216 | -40,98 | 16 | -37,50 | ||||
2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 3 | 0,00 | 0 | |||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 494 | 0,00 | 36 | 9,09 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 4 099 | 302 | ||||||
2025-07-16 | 13F | Register Financial Advisors LLC | 169 | 0,00 | 12 | 9,09 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 949 | 0,51 | 291 | 9,02 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2 527 | 186 | ||||||
2025-08-14 | 13F | Stamos Capital Partners, L.p. | 10 613 | 43,65 | 781 | 55,89 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 65 134 | 4 795 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
2025-07-16 | 13F/A | CX Institutional | 12 | 0,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 265 | -6,88 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 680 | -26,54 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 12 956 | -19,74 | 954 | -12,97 | ||||
2025-07-21 | 13F | Credential Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 17 968 | -3,35 | 1 323 | 4,75 | ||||
2025-08-04 | 13F | Spire Wealth Management | 300 | -95,24 | 22 | -94,85 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 319 | 23 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 26 920 | 2 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 21 417 | -3,50 | 1 577 | 4,65 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 408 | -21,79 | 177 | -15,79 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 4 531 | 5,25 | 334 | 14,04 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 49 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 40 398 | 0,57 | 2 974 | 9,10 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 265 | -98,60 | 0 | -100,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 40 016 | 124,96 | 2 946 | 143,67 | ||||
2025-04-23 | 13F | GenTrust, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 21 | 0,00 | 2 | 0,00 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 45 464 | -0,72 | 3 347 | 7,69 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 268 | 397 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5 568 | 0,00 | 410 | 8,20 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 4 749 | 48,45 | 350 | 60,83 | ||||
2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 600 | 0,00 | 44 | 10,00 | ||||
2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 2 804 | 0 | ||||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 315 | -12,00 | 391 | -4,63 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7 625 | -81,53 | 561 | -79,99 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 13 800 | 2,22 | 1 016 | 10,81 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 300 | -96,03 | 243 | -95,72 | |||
2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 600 | 0,00 | 44 | 10,00 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 300 | 22,06 | 611 | 32,54 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3 277 | 8,80 | 241 | 18,14 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 955 | -2,89 | 218 | 5,34 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 625 | 0,00 | 120 | 8,18 | ||||
2025-06-26 | NP | HRLIX - The Hartford Global Real Asset Fund Class I | 1 932 | -16,40 | 133 | -16,87 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 60 | 0,00 | 4 | 0,00 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 16 057 | -0,62 | 1 182 | 7,85 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 20 581 | -3,89 | 1 515 | 4,27 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 345 | 0,00 | 25 | 8,70 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 545 736 | -0,58 | 40 177 | 7,81 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 300 | 22 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0,00 | 10 | 12,50 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 33 269 | -23,56 | 2 259 | -19,59 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 11 741 | 18,05 | 864 | 28,00 | ||||
2025-08-14 | 13F | UBS Group AG | 160 630 | 0,60 | 11 826 | 9,09 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 334 | 0,00 | 25 | 9,09 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 119 | 0,00 | 82 | 9,33 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 298 | 0,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 1 108 | 0,00 | 0 | |||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 30 350 | -6,47 | 2 | 0,00 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2 900 | -6,45 | 197 | -2,00 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 | 0,00 | 11 | 10,00 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 226 | 0,00 | 17 | 6,67 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 11 958 | 93,15 | 880 | 109,52 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 24 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 31 279 | 38,81 | 2 303 | 50,56 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 38 960 | -3,77 | 2 868 | 4,37 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 44 478 | 672,59 | 3 274 | 739,49 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 10 726 | -1,69 | 790 | 6,62 | ||||
2025-08-12 | 13F | MAI Capital Management | 7 833 | 1,95 | 577 | 10,56 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 550 | 114 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 770 | -33,91 | 57 | -29,11 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 476 | 35 | ||||||
2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 34 942 | 0,00 | 2 572 | 8,43 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 88 079 | 4,21 | 6 484 | 13,02 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 122 | -26,59 | 230 | -20,49 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 104 | 108,00 | 8 | 133,33 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 16 064 | 36,82 | 1 183 | 48,31 | ||||
2025-05-05 | 13F | Peterson Wealth Services | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 62 267 | 2,78 | 4 584 | 11,48 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 574 | 40,41 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 39 588 | 24,58 | 2 914 | 35,10 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 7 266 | -6,44 | 535 | 1,33 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 350 | 0,00 | 26 | 8,70 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 449 | 0,00 | 33 | 10,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 721 | 53 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 42 | -12,50 | 3 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 264 492 | -7,00 | 19 472 | 0,85 | ||||
2025-08-15 | 13F | Morgan Stanley | 292 092 | 3,49 | 21 504 | 12,22 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 8 | 0,00 | 1 | |||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 11 152 | -3,07 | 833 | 14,42 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 87 | 155,88 | 6 | 200,00 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 5 001 | 0,00 | 368 | 8,55 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 750 | 0,00 | 55 | 10,00 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 3 426 | 0,00 | 252 | 8,62 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 350 | 0,00 | 26 | 8,70 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 | 0,00 | 1 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 658 | -7,43 | 122 | 0,83 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 5 636 | 5,01 | 415 | 13,74 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 77 | 0,00 | 6 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 23 905 | -0,17 | 1 760 | 8,25 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 966 | 0,00 | 292 | 8,18 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 | 0,00 | 15 | 7,69 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 446 | 0,00 | 695 | 8,42 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 570 | 0,00 | 42 | 7,89 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 100 | 0,00 | 7 | 16,67 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 5 037 | 0,00 | 371 | 8,50 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 992 | 7,01 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5 950 | 4,39 | 438 | 13,47 | ||||
2025-07-28 | 13F | Copia Wealth Management | 40 | 3 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 992 | 107,05 | 662 | 124,83 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3 000 | 0,00 | 221 | 8,37 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4 691 | 345 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 492 | 2,31 | 552 | 10,87 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 31 000 | 0,00 | 2 282 | 8,46 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 7 287 | 29,06 | 545 | 46,24 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 2 544 | 0,00 | 187 | 8,72 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 243 | 0,00 | 18 | 6,25 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 100 | 7 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 8 173 | 3,81 | 602 | 12,55 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 18 260 | 1 344 | ||||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4 402 | -25,72 | 324 | -19,40 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 6 422 | -4,80 | 473 | 3,28 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 90 243 | -7,17 | 7 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 218 449 | 51,43 | 16 082 | 64,22 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 802 | 0,00 | 0 | |||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 415 | 0,00 | 31 | 7,14 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 4 000 | 0,00 | 294 | 8,49 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 16 | 0,00 | 1 | 0,00 | ||||
2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp 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 | 85 851 | 405,72 | 6 320 | 448,61 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 866 | 20,95 | 64 | 31,25 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 31 336 | 1,64 | 2 307 | 10,18 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 4 472 | 0,00 | 329 | 8,58 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 5 413 | -87,52 | 399 | -86,49 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 16 427 | 1 209 | ||||||
2025-04-30 | 13F | ARGI Investment Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 410 | -0,06 | 251 | 8,66 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 8 600 | 0,00 | 633 | 8,58 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 315 | 38,16 | 23 | 53,33 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 9 636 | -73,07 | 709 | -70,81 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 900 | 19,51 | 361 | 29,50 | |||
2025-08-14 | 13F | Fmr Llc | 2 606 | 31,09 | 192 | 42,54 | ||||
2025-08-14 | 13F | Comerica Bank | 18 815 | 3,53 | 1 385 | 12,33 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 245 | 0,00 | 18 | 12,50 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 53 175 | 3 915 | ||||||
2025-07-23 | 13F | Wormser Freres Gestion | 700 | 0,00 | 51 | 8,51 | ||||
2025-08-05 | 13F | Huntington National Bank | 10 | 12,50 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22 844 | 1 682 | ||||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | State Street Corp | 2 800 | -49,09 | 206 | -44,77 | ||||
2025-08-12 | 13F | Picton Mahoney Asset Management | 500 | 0,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31 880 | -9,94 | 2 347 | -2,37 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 50 | -25,37 | 4 | -25,00 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34 | 3 | ||||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Commerce Bank | 12 995 | -0,57 | 957 | 7,78 |