Mga Batayang Estadistika
| Pemilik Institusional | 122 total, 122 long only, 0 short only, 0 long/short - change of -5.43% MRQ |
| Alokasi Portofolio Rata-rata | 0.1490 % - change of 4.78% MRQ |
| Saham Institusional (Jangka Panjang) | 25,614,995 (ex 13D/G) - change of -1.80MM shares -6.58% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 202,237 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Blackrock Resources & Commodities Strategy Trust (US:BCX) memiliki 122 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 25,614,995 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, Morgan Stanley, Lazard Asset Management Llc, Saba Capital Management, L.P., Allspring Global Investments Holdings, LLC, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Sit Investment Associates Inc, Rivernorth Capital Management, Llc, and 180 Wealth Advisors, Llc .
Struktur kepemilikan institusional Blackrock Resources & Commodities Strategy Trust (NYSE:BCX) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 10.03 / share. Previously, on September 9, 2024, the share price was 9.02 / share. This represents an increase of 11.20% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | WELLS FARGO & COMPANY/MN | 4,638,404 | 3,954,502 | -14.74 | 5.20 | -11.86 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F/A | StoneX Group Inc. | 12,172 | 134 | ||||||
| 2025-08-14 | 13F | Leisure Capital Management | 20,000 | 0.00 | 189 | 1.61 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 810,666 | 13.48 | 7,661 | 14.93 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 848 | 0.00 | 8 | 14.29 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 742,172 | 2.94 | 7,013 | 4.25 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,696 | 11,938.99 | 630 | 12,500.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 227,925 | 19.44 | 2,154 | 20.96 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,245,543 | -27.55 | 11,770 | -26.61 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 13,595 | 0.00 | 128 | 1.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 643,979 | 14.52 | 6,086 | 15.99 | ||||
| 2025-06-26 | NP | Templeton Global Income Fund | 4,066 | -70.51 | 36 | -70.73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 141 | 0.00 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,789 | 0.79 | 17 | 0.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 33,934 | 1.26 | 324 | 14.89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,032 | -1.53 | 142 | 0.00 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 129,755 | -11.17 | 1,226 | -9.99 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 15,765 | -12.05 | 149 | -11.38 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 265 | 846.43 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,786,813 | 8.44 | 26,335 | 9.83 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 200 | 198.51 | 2 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79,761 | 84.96 | 754 | 87.31 | ||||
| 2025-05-15 | 13F | Css Llc/il | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,123 | 0.00 | 143 | 0.71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41,606 | 75.53 | 393 | 77.83 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 45,594 | -39.85 | 431 | -39.18 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 49 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 72,393 | 2.44 | 684 | 3.79 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33,944 | 2.04 | 321 | 3.23 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Stolper Co | 69,269 | 4.36 | 1 | |||||
| 2025-05-08 | 13F | Asset Planning,Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 10,117 | 96 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 34,633 | 0.00 | 320 | 2.24 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,365 | -3.27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,881 | -2.51 | 0 | |||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 16,169 | 153 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,573 | -87.05 | 24 | -87.03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,623 | 181.15 | 53 | 211.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,679 | 44 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,496 | -13.81 | 24 | -14.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 192,650 | -0.70 | 1,821 | 0.55 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 298 | -80.57 | 3 | -85.71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,683 | 11.43 | 366 | 13.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,399 | 98 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 27,178 | 0.21 | 257 | 1.19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 597,695 | 49.71 | 5,648 | 51.66 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2,532 | 253,100.00 | 24 | -17.86 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 29,635 | 280 | ||||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 159,598 | -13.83 | 1,508 | -12.73 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 348,021 | 23.17 | 3,289 | 24.73 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15,583 | 23.17 | 147 | 24.58 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 14,042 | 131 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 92,741 | -20.40 | 876 | -19.41 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,682 | 0.64 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,315 | 0.00 | 22 | 10.53 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14,703 | 0.00 | 139 | 0.73 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 37,392 | -5.14 | 353 | -3.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,257 | 409 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53,949 | 0.04 | 510 | 1.19 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,382 | 21.76 | 268 | 23.50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,000 | 0.00 | 9 | 0.00 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 61,045 | -7.17 | 577 | -6.04 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 10,000 | 0.00 | 94 | 1.08 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 326,239 | 1.25 | 3,083 | 2.53 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 336 | 277.53 | 3 | |||||
| 2025-05-22 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 22,196 | -74.49 | 207 | -72.14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 52,287 | 9.85 | 494 | 11.26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 500 | 5 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 14,052 | 2.29 | 133 | 3.13 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 55,341 | 4.62 | 523 | 5.88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 50,198 | 3.69 | 474 | 5.10 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 11,709 | 0.00 | 111 | 0.92 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 52,760 | -1.86 | 499 | -0.60 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 122,350 | 0.82 | 1,156 | 2.12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Abel Hall, LLC | 48,000 | 100.00 | 454 | 103.14 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 576,666 | 1.99 | 5,449 | 3.30 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37,601 | -14.65 | 355 | -13.63 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,449 | 2.26 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,963 | -5.66 | 132 | -5.07 | ||||
| 2025-08-08 | 13F | Creative Planning | 123,380 | 5.55 | 1,166 | 6.88 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 412 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,109,900 | 2.18 | 10,489 | 3.49 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite 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 | 1,076,076 | -3.97 | 9,932 | -1.73 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 13,525 | -2.17 | 128 | -0.78 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,395 | -46.02 | 98 | -45.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84,282 | -1.73 | 796 | -0.50 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 74,850 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 232,661 | -16.61 | 2,199 | -15.56 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,551 | -1.40 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 61,079 | 2.27 | 577 | 3.59 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 14,293 | -0.01 | 0 | |||||
| 2025-05-15 | 13F | Ionic Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3,500 | 0.00 | 33 | 3.13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,171 | 1.88 | 21 | 17.65 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 567 | 0.00 | 5 | 0.00 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 746,829 | -1.73 | 7,058 | -0.47 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 914,837 | -10.45 | 8,645 | -9.30 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49,359 | -1.86 | 466 | -0.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 520 | 205.88 | 5 | 300.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 24,252 | 229 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 32,781 | 3.51 | 310 | 4.75 | ||||
| 2025-07-30 | 13F | Canal Insurance CO | 204,174 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 10,429 | 0.05 | 99 | 1.03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,152 | 1.74 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 71,581 | -2.49 | 676 | -1.17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 34,263 | 16.83 | 307 | 16.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 466,935 | -19.82 | 4 | -20.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 138 | -11.54 | 1 | 0.00 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 785,082 | -10.33 | 7,419 | -9.17 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 33,577 | 317 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,954,503 | -14.74 | 37,370 | -13.65 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 1,674,206 | 9.49 | 15,821 | 10.90 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 147,166 | 1,391 | ||||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,931 | -13.26 | 576 | -12.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14,745 | -97.97 | 139 | -97.95 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10,341 | -13.82 | 98 | -12.61 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 75,585 | 4.06 | 714 | 5.47 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1,740,502 | -13.17 | 16 | -11.11 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 582,596 | 3.04 | 6 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,200 | 23.62 | 87 | 24.64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24,855 | 37.66 | 235 | 39.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 580,464 | -2.33 | 5,485 | -1.06 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 952,756 | -26.72 | 9 | -25.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13,018 | 23.12 | 0 | |||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 241,227 | 115.58 | 2,227 | 120.61 |
