Grundlæggende statistik
| Institutionelle ejere | 61 total, 60 long only, 0 short only, 1 long/short - change of -24,69% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8782 % - change of 22,17% MRQ |
| Institutionelle aktier (lange) | 3.499.306 (ex 13D/G) - change of 0,80MM shares 29,42% MRQ |
| Institutionel værdi (lang) | $ 2.779.733 USD ($1000) |
Institutionelt ejerskab og aktionærer
Citigroup, Inc. (US:C.WSA) har 61 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,499,306 aktier. Største aktionærer omfatter 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) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
