Grundlæggende statistik
| Institutionelle ejere | 194 total, 194 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0312 % - change of -4,71% MRQ |
| Institutionelle aktier (lange) | 24.967.498 (ex 13D/G) - change of 1,52MM shares 6,47% MRQ |
| Institutionel værdi (lang) | $ 121.248 USD ($1000) |
Institutionelt ejerskab og aktionærer
The Gabelli Equity Trust Inc. (US:GAB) har 194 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,967,498 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Commonwealth Equity Services, Llc, J.w. Cole Advisors, Inc., Philadelphia Trust Co, Gamco Investors, Inc. Et Al, Cetera Investment Advisers, Raymond James Financial Inc, Bank Of America Corp /de/, and Royal Bank Of Canada .
The Gabelli Equity Trust Inc. (NYSE:GAB) 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%.
The share price as of September 5, 2025 is 6,14 / share. Previously, on September 9, 2024, the share price was 5,53 / share. This represents an increase of 11,03% over that period.
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 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 1.166 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.190 | -44,35 | 71 | -41,67 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 64.836 | 4,85 | 377 | 10,88 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9.150 | 0,00 | 54 | 8,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92.767 | -0,11 | 1 | |||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 13.857 | 0,00 | 81 | 5,26 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 15.896 | 2,60 | 93 | 8,24 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 57.000 | -8,06 | 332 | -2,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13.605 | 79 | ||||||
| 2025-08-08 | 13F | Creative Planning | 460.823 | 0,03 | 2.682 | 5,63 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 60.770 | -5,74 | 354 | -0,28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 92.692 | 7,10 | 539 | 13,24 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 2.200 | 0,00 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 35.102 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 648 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 104 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 22 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.654 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 601.262 | 4,82 | 3.499 | 10,73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 32.548 | 6,55 | 189 | 12,50 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 2.200 | 0,00 | 13 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.170 | -13,20 | 13 | -7,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9.562 | -23,49 | 56 | -19,12 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114.937 | 0,00 | 669 | 5,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554.382 | 8,08 | 3.227 | 14,15 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 105.780 | 0,00 | 616 | 5,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.464.758 | 1,64 | 14.345 | 7,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 179.301 | -5,06 | 1.044 | 0,29 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 19.000 | 0,00 | 111 | 5,77 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 113.984 | -6,17 | 1 | |||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27.879 | 2,39 | 162 | 8,00 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.902 | 9,06 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2.525 | 0,00 | 15 | 7,69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 358.969 | 38,61 | 2.089 | 46,39 | ||||
| 2025-07-16 | 13F | Novem Group | 10.489 | 0,00 | 61 | 7,02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 95.820 | -1,40 | 558 | 4,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 527.685 | 2,16 | 3.071 | 7,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 455.912 | -0,33 | 2.653 | 5,28 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1.125 | 6 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 16.347 | 0,00 | 95 | 5,56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12.297 | 0,00 | 72 | 5,97 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 71.096 | 0,44 | 414 | 5,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 25.675 | -3,44 | 149 | 2,05 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 21.842 | 0,00 | 127 | 5,83 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 18.624 | 0,00 | 108 | 5,88 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 15.203 | 0,00 | 88 | 6,02 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.000 | -9,32 | 23 | -4,17 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15.129 | -3,71 | 88 | 2,33 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19.855 | -45,91 | 116 | -43,07 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 29.580 | 172 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 86.084 | 0,00 | 501 | 5,70 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 15.473 | 0,00 | 85 | 2,41 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 208.465 | -0,53 | 1.213 | 5,11 | ||||
| 2025-08-01 | 13F | Motco | 22.318 | -26,39 | 130 | -22,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25.770 | -4,22 | 150 | 0,68 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 6.246 | 36 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 459.571 | 0,32 | 2.675 | 5,94 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 24.475 | 0,55 | 142 | 5,97 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 902 | 0,00 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 26.748 | 0,00 | 156 | 5,44 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11.014 | 2,60 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 75.353 | 0,00 | 439 | 5,54 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 19.142 | 0,00 | 111 | 5,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12.802 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.264 | 15,64 | 95 | 22,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 89.087 | 1,30 | 518 | 7,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 211.300 | 11,35 | 1.229 | 17,51 | ||||
| 2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 5.428 | 0,00 | 32 | 6,90 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 14.053 | -9,04 | 82 | -4,71 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 121.605 | 5,91 | 708 | 11,87 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20.302 | -51,55 | 118 | -48,70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28.038 | 0,70 | 163 | 6,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 379.728 | 10,42 | 2.210 | 16,68 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 303 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12.942 | 0,43 | 75 | 5,63 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.371 | -82,54 | 8 | -83,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 531.315 | 4,71 | 3.092 | 10,63 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 11.000 | 2,80 | 64 | 10,34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27.160 | -9,04 | 158 | -3,66 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11.813 | 69 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 18.021 | 1,45 | 105 | 6,12 | ||||
| 2025-05-09 | 13F | Shaker Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26.873 | 156 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.147 | 5,44 | 24 | 14,29 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 18.747 | 0,00 | 111 | 6,80 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 52.739 | 184,29 | 307 | 200,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24.230 | 0,98 | 141 | 7,63 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 92.100 | 0,00 | 536 | 5,72 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 5.235 | -24,51 | 30 | -21,05 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81.459 | 4,51 | 474 | 10,49 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 5.280 | 0,00 | 31 | 3,45 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17.200 | 0,00 | 100 | 6,38 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11.031 | 0,51 | 66 | 6,56 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 400.000 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 147.684 | 6,85 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 16.537 | 1.653.600,00 | 96 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.000 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204.703 | 1,27 | 1.191 | 7,01 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1.500 | 0,00 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 397.426 | 0,00 | 2.313 | 5,66 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 37.574 | 0,00 | 219 | 5,31 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 21.080 | 80,94 | 123 | 90,63 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.727 | 16 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32.406 | -11,71 | 189 | -6,93 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 15.269 | -29,15 | 89 | -25,42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 32.542 | 2,32 | 189 | 8,00 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 25.638 | 0,00 | 149 | 5,67 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 19.010 | 1,70 | 111 | 7,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.878.662 | -0,72 | 11 | 0,00 | ||||
| 2025-05-09 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.856 | -60,12 | 57 | -58,09 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 1.141.144 | -0,27 | 7 | 0,00 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 26.996 | 0,00 | 157 | 5,37 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 514.176 | 0,00 | 2.993 | 5,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 100 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 115.836 | 2,66 | 674 | 8,53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15.731 | -45,25 | 92 | -42,41 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1.906 | 0,00 | 11 | 10,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 | -16,67 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 2.750 | 0,00 | 16 | 14,29 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 364.694 | 1,16 | 2.123 | 6,85 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.000 | 6 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3.917 | 23 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 110.735 | 14,61 | 644 | 21,05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.804 | -66,02 | 16 | -64,44 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 64.822 | -0,24 | 377 | 5,31 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 31.486 | 11,71 | 183 | 18,06 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 17.104 | 45,00 | 100 | 54,69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 47.974 | 2,64 | 279 | 8,56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15.473 | 90 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19.295 | 0,00 | 112 | 5,66 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 41.224 | 0,00 | 240 | 5,29 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 25.778 | 150 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18.032 | -12,80 | 105 | -7,96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 457.149 | 761,91 | 2.661 | 810,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 306.890 | 29,13 | 1.786 | 36,44 | ||||
| 2025-04-14 | 13F | RDA Financial Network | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 339.861 | -34,47 | 1.978 | -30,80 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12.459 | 0,00 | 72 | 9,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 95.927 | -14,84 | 558 | -10,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.804.780 | 9,50 | 22.144 | 15,66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38.908 | 620,25 | 226 | 707,14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.484 | 2,56 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 318.939 | 27,38 | 1.856 | 34,59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 100.044 | -1,97 | 582 | 3,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15.222 | 0,34 | 89 | 6,02 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.426 | 0,13 | 229 | 6,02 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 112.532 | -17,72 | 655 | -13,15 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 2.500,00 | ||||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13.612 | 79 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.020 | 2,62 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99.274 | -2,47 | 589 | 5,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.500 | 0,00 | 26 | 8,33 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1.200 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 11.749 | 0,00 | 68 | 6,25 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 57.639 | -0,20 | 335 | 5,35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 42.033 | -51,36 | 245 | -48,74 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 88.806 | 0,00 | 517 | 5,52 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 13.000 | 76 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 841.675 | -0,64 | 4.899 | 4,95 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2.740 | 2,58 | 16 | 7,14 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 81 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45.156 | 138,53 | 263 | 151,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63.099 | 0,00 | 367 | 5,76 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15.832 | 92 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 52.810 | 307 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 24.942 | -0,36 | 145 | 5,84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18.317 | 107 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22.637 | 81,07 | 132 | 92,65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 11.476 | 2,60 | 67 | 8,20 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 37.447 | -4,17 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3.750 | 0,00 | 21 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5.344 | 0,00 | 31 | 6,90 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 47.128 | 0,00 | 274 | 5,79 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1.000 | 0,00 | 6 | 0,00 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 65.339 | 29,24 | 380 | 36,69 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 33.495 | 0,00 | 185 | 2,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 59.542 | -9,70 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81.363 | 1,43 | 474 | 7,26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 739 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 244.838 | 0,00 | 1.425 | 5,56 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 29.978 | 0,79 | 174 | 6,75 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 343 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 14.590 | 2,22 | 85 | 7,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16.873 | 0,00 | 98 | 6,52 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.000 | 12 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 95.533 | 0,00 | 556 | 5,70 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 17.154 | 100 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.100 | 200,00 | 30 | 222,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 39.468 | 0,00 | 230 | 5,53 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 191.249 | 0,68 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 7.400 | 0,00 | 43 | 7,50 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 22.161 | 10,03 | 129 | 16,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1.258.278 | 74,69 | 7.323 | 84,55 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 13.530 | 0,00 | 79 | 5,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20.567 | -0,36 | 120 | 5,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46.000 | -0,48 | 268 | 5,12 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6.000 | 0,00 | 35 | 3,03 |
