Grundlæggende statistik
| Institutionelle ejere | 196 total, 196 long only, 0 short only, 0 long/short - change of 5,35% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0374 % - change of 6,70% MRQ |
| Institutionelle aktier (lange) | 25.686.305 (ex 13D/G) - change of 0,64MM shares 2,55% MRQ |
| Institutionel værdi (lang) | $ 145.528 USD ($1000) |
Institutionelt ejerskab og aktionærer
The Gabelli Equity Trust Inc. (US:GAB) har 196 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,686,305 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, Wells Fargo & Company/mn, and Bank Of America Corp /de/ .
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 April 10, 2026 is 5,59 / share. Previously, on April 14, 2025, the share price was 5,30 / share. This represents an increase of 5,47% 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
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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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 47.808 | -16,67 | 268 | -24,36 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 343 | 0,00 | 2 | 0,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 25.744 | 159 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.935 | 2,62 | 16 | -5,88 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 200 | 1 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 83.820 | 2,60 | 517 | 4,02 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 87.341 | -4,42 | 539 | -3,24 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 18.624 | 0,00 | 104 | -8,77 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 48.722 | 301 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26.661 | 10,11 | 164 | 11,56 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.525 | 0,00 | 16 | 0,00 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 79.689 | -3,35 | 492 | -2,19 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 13.666 | 0,60 | 84 | 2,44 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.170 | 0,00 | 13 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 187.620 | 540,95 | 1.158 | 550,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15.473 | 0,00 | 95 | 11,76 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 88.806 | 0,00 | 548 | 1,30 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 12.330 | 0,74 | 76 | 2,70 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 18.747 | 0,00 | 116 | 0,88 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 15.302 | -24,63 | 94 | -23,58 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 47.128 | 0,00 | 291 | 1,05 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 115.694 | 24,09 | 714 | 25,75 | ||||
| 2025-11-13 | 13F | Triton Wealth Management, PLLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 4.812 | 30 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 24.550 | -3,15 | 151 | -1,95 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 49.139 | 2,43 | 299 | 7,17 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 17.007 | -71,44 | 105 | -70,99 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 27.879 | 0,00 | 172 | 1,78 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 172.371 | 722,58 | 1.064 | 737,01 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 39.468 | 244 | ||||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 11.348 | 70 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 16.873 | 0,00 | 104 | 1,96 | ||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 10.200 | 100,00 | 63 | 100,00 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 244.838 | 0,00 | 1.511 | 1,27 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 24.942 | 0,97 | 154 | 2,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.371 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 63.100 | 0,00 | 389 | 1,30 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 42.218 | 144,06 | 260 | 147,62 | ||||
| 2026-01-28 | 13F | PMG Family Office LLC | 138.482 | -0,51 | 854 | 0,83 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 14.879 | -6,19 | 92 | -5,21 | ||||
| 2025-10-21 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Kentucky Trust Co | 7.400 | 0,00 | 46 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 98.653 | 8,55 | 609 | 9,95 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 88.838 | 7,76 | 548 | 9,16 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 1.200 | 7 | ||||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 2.874 | 2,42 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 90.058 | 0,62 | 556 | 1,83 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 15.731 | 0,00 | 97 | 2,11 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 82.754 | 511 | ||||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 14.250 | 0,71 | 88 | 1,16 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 954 | 6 | ||||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 38.363 | 237 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 95.533 | 0,00 | 589 | 1,38 | ||||
| 2026-02-05 | 13F | WHI TRUST Co LLC | 2.682 | 17 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 43.777 | -47,43 | 234 | -54,67 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 456.321 | -1,30 | 2.815 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 17.664 | 37,91 | 0 | |||||
| 2026-02-03 | 13F | Kingstone Capital Partners Texas, LLC | 33.151 | 22,80 | 205 | 25,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 280.194 | -2,20 | 1.729 | -0,92 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.200 | 0,00 | 7 | 0,00 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 39.468 | 0,00 | 240 | 4,80 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 3.450 | 21 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 16.537 | 0,00 | 102 | 2,00 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Cohen & Steers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 21.292 | 61,43 | 131 | 63,75 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 28.186 | 174 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 155.900 | 3,46 | 1 | |||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 15.203 | 0,00 | 94 | 1,09 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 75.353 | 0,00 | 465 | 0,22 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 19.295 | 0,00 | 119 | 1,71 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 93.211 | -0,77 | 575 | 0,52 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 310.539 | -0,37 | 1.916 | 0,95 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 41.224 | 0,00 | 231 | -9,45 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 13.479 | 34,79 | 83 | 38,33 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 19.142 | 0,00 | 118 | 1,72 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 105.780 | 0,00 | 643 | -0,16 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 86.084 | 0,00 | 531 | 1,34 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 314.576 | 3,73 | 1.941 | 5,09 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 13.857 | 0,00 | 85 | 1,19 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 222.172 | -1,11 | 1.371 | 0,15 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.516.560 | 1,94 | 9.357 | 103.866,67 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 231.365 | 3,04 | 1.428 | 4,08 | ||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 514.176 | 0,00 | 3.172 | 1,31 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 34.166 | 26,94 | 211 | 28,83 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 14.332 | 0,00 | 80 | -9,09 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 11.749 | 0,00 | 72 | 1,41 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 26.748 | 0,00 | 165 | 1,85 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 643.086 | 1,25 | 3.968 | 2,56 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 6.780 | 42 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 94.866 | -3,23 | 585 | -2,01 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 185.326 | -11,32 | 1.143 | -10,14 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 89.020 | -22,51 | 549 | -21,46 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 5.280 | 0,00 | 33 | 0,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 500 | 0,00 | 3 | -33,33 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 5.428 | 0,00 | 33 | 0,00 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 24.278 | 150 | ||||||
| 2026-02-17 | 13F | Creative Planning | 327.551 | -29,43 | 2.021 | -28,52 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 1.500 | 0,00 | 9 | 0,00 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 16.347 | 0,00 | 101 | 1,01 | ||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 16.574 | -28,51 | 102 | -27,66 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 16.669 | 2,41 | 103 | 3,03 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 11.571 | 5,06 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.161 | 10,93 | 13 | 18,18 | ||||
| 2025-11-12 | 13F | Evernest Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 39.376 | -0,13 | 243 | 0,83 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 134.472 | 753 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 17.595 | 11,23 | 109 | 12,50 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 4.462.497 | 2,15 | 27.534 | 3,49 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 12.034 | 2,41 | 74 | 4,23 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 13.530 | 0,00 | 83 | 1,22 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 104 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 44.065 | 1,66 | 272 | 3,04 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 5.344 | 0,00 | 33 | 0,00 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 14.982 | -2,07 | 92 | -1,08 | ||||
| 2026-02-13 | 13F | Cornerstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 25.638 | 0,00 | 156 | 4,70 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 21.842 | 0,00 | 135 | 0,75 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 4.000 | 0,00 | 25 | 0,00 | ||||
| 2026-01-22 | 13F | Curran Financial Partners, LLC | 15.325 | 95 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 13.047 | 0,41 | 81 | 1,27 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 20.188 | 2,19 | 125 | 3,33 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 3.600 | 0,00 | 22 | 4,76 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.906 | 0,00 | 12 | 0,00 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 327 | 0,00 | 2 | 100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 542.533 | 4,84 | 3.347 | 6,19 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1.000 | 0,00 | 6 | 0,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 15.880 | 0,30 | 97 | 4,35 | ||||
| 2026-01-16 | 13F/A | Beacon Investment Advisory Services, Inc. | 19.000 | 0,00 | 117 | 1,74 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 100 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 674.300 | 1,10 | 4.160 | 2,44 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 15.473 | 0,00 | 94 | 4,44 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 1.000 | 0,00 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | Kapstone Financial Advisors LLC | 24.380 | 0,00 | 150 | 1,35 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 17.200 | 0,00 | 106 | 1,92 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 31.320 | 193 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.933 | -48,41 | 28 | -53,45 | ||||
| 2026-01-29 | 13F | UBS Group AG | 333.768 | -8,45 | 2.059 | -7,25 | ||||
| 2026-04-02 | 13F | Marex Group plc | 0 | 0 | ||||||
| 2025-11-14 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 68.021 | 4,91 | 420 | 6,35 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 20.377 | 126 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 648 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 6.000 | 0,00 | 37 | 2,78 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 11.000 | 0,00 | 68 | 1,52 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 71.611 | 0,00 | 442 | 1,15 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.654 | 0,00 | 10 | 0,00 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 343.642 | -2,46 | 1.924 | -11,46 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 59.220 | 268,38 | 365 | 276,29 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 561.852 | 178,62 | 3 | 200,00 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 165.973 | 42,31 | 1 | |||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 31.867 | 1,09 | 178 | -8,25 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.433.594 | 4,96 | 15.015 | 6,34 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 739 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 13.420 | 2,45 | 83 | 3,80 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 27.739 | -93,02 | 171 | -92,65 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 62.808 | 388 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 46 | -81,82 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 117.029 | 3,37 | 722 | 4,79 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 598.199 | -5,23 | 3.691 | -4,01 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 13.479 | 34,79 | 83 | 38,33 | ||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.070 | 2,49 | 7 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 3.917 | 0,00 | 24 | 4,35 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 57.000 | 0,00 | 352 | 1,15 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 12.297 | 0,00 | 76 | 1,35 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 10.151 | 0,00 | 63 | 1,64 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 18.515 | 1,37 | 114 | 2,70 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 10.555 | 65 | ||||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 16.713 | -2,80 | 103 | -0,96 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 1.065.494 | -4,93 | 7 | 0,00 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 96.812 | 2,98 | 597 | 4,37 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 351.287 | -26,37 | 2.167 | -25,40 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.560 | 0 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 9.150 | 0,00 | 56 | 0,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 2.000 | -47,37 | 12 | -47,83 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 1.082.702 | -15,45 | 6.602 | -15,35 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 30 | 15,38 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 10.492 | 65 | ||||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 52.810 | 0,00 | 326 | 1,25 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 4.566 | 291,60 | 28 | 300,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 38.929 | 0,03 | 240 | 1,27 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 2.750 | 0,00 | 15 | -6,25 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 456.226 | 75,76 | 2.815 | 78,10 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 26.114 | -6,35 | 161 | -4,73 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 37.574 | 0,00 | 232 | 1,32 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 641.300 | 0,97 | 3.957 | 2,30 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 31.664 | -0,88 | 195 | 0,52 | ||||
| 2026-02-12 | 13F | Elevated Private Wealth, LLC | 56.836 | 351 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 16.901 | 101,20 | 104 | 103,92 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 841.675 | 0,00 | 5.193 | 1,33 | ||||
| 2026-02-05 | 13F | Chancellor Financial Group WB LP | 19.620 | 1,61 | 121 | 3,42 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 47.477 | 217,38 | 293 | 220,88 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 4.922 | 30 | ||||||
| 2026-02-09 | 13F | New England Private Wealth Advisors LLC | 11.446 | 0,00 | 71 | 1,45 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.556 | 2,37 | 10 | 0,00 | ||||
| 2026-02-06 | 13F | Motco | 22.318 | 0,00 | 138 | 1,48 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 77.425 | 114,99 | 478 | 117,81 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 37.447 | 0,00 | 231 | 1,32 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 1.125 | 0,00 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 10.489 | 0,00 | 59 | -9,37 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.528 | -55,32 | 16 | -55,88 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 14.896 | 2,10 | 92 | 3,41 | ||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 116.836 | 2,64 | 721 | 3,90 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 170.728 | -1,68 | 1.053 | -0,38 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 419.552 | -11,07 | 2.589 | -9,92 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 |
