HESM / Hess Midstream LP - Kepemilikan Institusional - Pembeli

Hess Midstream LP
US ˙ NYSE ˙ US4281031058

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Hess Midstream LP meliputi Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class, Kingstone Capital Partners Texas, LLC, Torno Capital, Llc, Jefferies Financial Group Inc., BI Asset Management Fondsmaeglerselskab A/S, Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND, Public Sector Pension Investment Board, Bank Of America Corp /de/, Glenmede Investment Management, LP, JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A, CZMVX - Multi-Manager Value Strategies Fund Institutional Class, MQS Management LLC, Cerity Partners LLC, Universal- Beteiligungs- und Servicegesellschaft mbH, INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF, WSML - iShares MSCI World Small-Cap ETF, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, IVC Wealth Advisors LLC, Ieq Capital, Llc, dan Clear Street Markets Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-29 NP PTL - Inspire 500 ETF 5,744 18.36 213 4.95
2025-08-11 13F WPG Advisers, LLC 33 1
2025-05-15 13F CAPROCK Group, Inc. 11,275 28.81 477 46.91
2025-04-14 NP TPYP - Tortoise North American Pipeline Fund 137,346 15.39 5,731 27.05
2025-08-12 13F BlackRock, Inc. 1,122,301 29.53 43,220 17.95
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 2,103 81
2025-07-22 13F IMC-Chicago, LLC Call 18,700 720
2025-07-30 NP Cushing Mlp Total Return Fund 400,000 45.45 14,800 28.98
2025-07-30 NP ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 12,302 3.53 455 -8.08
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7,296 270
2025-08-15 13F Morgan Stanley 1,588,644 22.85 61,179 11.87
2025-07-21 NP GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 3,301,953 15.31 122,172 2.24
2025-07-29 NP SPMHX - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5 1,461,743 152.66 54,084 124.02
2025-08-08 13F Larson Financial Group LLC 400 15
2025-08-14 13F Bank Of America Corp /de/ Call 65,400 2,519
2025-08-14 13F Bank Of America Corp /de/ 320,115 47.32 12,328 34.15
2025-08-12 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6,800 282
2025-08-26 NP NMFIX - Multi-manager Global Listed Infrastructure Fund 127,811 77.00 4,922 61.22
2025-08-14 13F Bramshill Investments, LLC 50,498 21.47 1,945 10.58
2025-08-14 13F Yaupon Capital Management LP 27,006 1,040
2025-07-29 NP OSPPX - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6 604,841 152.82 22,379 124.17
2025-08-14 13F Lazard Asset Management Llc 202,123 643.76 8 600.00
2025-08-14 13F Ariadne Wealth Management, LP 4,946 208
2025-08-12 13F CIBC Private Wealth Group, LLC 1,037,283 191.07 39,946 218.19
2025-08-05 13F Corps Capital Advisors, LLC 16,942 12.95 652 2.84
2025-07-29 13F Virginia Retirement Systems Et Al 57,423 90.82 2,211 73.82
2025-08-14 13F Jain Global LLC 185,200 139.78 7,132 118.37
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 31,339 12.38 1,207 2.29
2025-07-08 13F Nbc Securities, Inc. 29,674 6.44 1 0.00
2025-08-14 13F Citadel Advisors Llc 354,511 13,652
2025-08-14 13F Voleon Capital Management Lp 18,205 10.48 701 0.72
2025-08-14 13F Citadel Advisors Llc Put 97,700 8.80 3,762 -0.92
2025-08-13 13F Kilter Group LLC 48 2
2025-08-01 13F Teacher Retirement System Of Texas 17,645 5.53 680 -3.96
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure Index Fund This fund is a listed as child fund of Northern Trust 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 36,432 2.37 1,354 -6.04
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 302 13
2025-08-07 13F Allworth Financial LP 253 68.67 10 80.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2,099 0
2025-08-13 13F Jump Financial, LLC 207,593 33.46 7,994 21.53
2025-07-30 NP Cushing Renaissance Fund 230,000 48.39 8,510 31.57
2025-07-18 13F PFG Investments, LLC 12,600 163.65 485 140.10
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 24,599 115.23 947 96.07
2025-08-07 13F ProShare Advisors LLC 10,574 37.43 407 25.23
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 6,384 257.65 246 226.67
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 2,467 8.58 91 -3.19
2025-06-26 NP TMLAX - Transamerica MLP & Energy Income A 156,569 26.13 5,820 15.73
2025-08-18 13F/A Westwood Holdings Group Inc 2,096,560 92.42 80,739 75.22
2025-08-13 13F Pictet Asset Management Holding SA 13,459 24.46 518 13.35
2025-08-15 13F CI Private Wealth, LLC 16,513 71.58 636 56.40
2025-08-07 13F Parkside Financial Bank & Trust 3,180 40.27 122 28.42
2025-07-21 NP GLEAX - Goldman Sachs MLP & Energy Fund Class A Shares 502,923 12.83 18,608 0.04
2025-08-08 13F Vestcor Inc 8,556 0
2025-08-12 13F Virtu Financial LLC 54,207 178.44 2
2025-07-31 13F Catalyst Capital Advisors LLC 209,931 0.96 8,084 -8.06
2025-08-12 13F XTX Topco Ltd 63,552 2,447
2025-06-25 NP EMLP - First Trust North American Energy Infrastructure Fund 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 540,564 2.01 20,093 -6.41
2025-08-12 13F Legal & General Group Plc 133,386 13.75 5,137 3.57
2025-08-21 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 2,035 78
2025-07-22 13F Gsa Capital Partners Llp 11,202 0
2025-06-26 NP BlackRock ETF Trust - Blackrock Future U.S. Themes ETF This fund is a listed as child fund of BlackRock, Inc. 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 35,612 3,792.02 1,324 3,475.68
2025-07-16 13F Eagle Global Advisors Llc 2,453,834 53.73 94,497 39.99
2025-08-14 13F Goldman Sachs Group Inc 7,986,750 10.41 307,570 0.54
2025-08-12 13F Clear Street Markets Llc 4,800 185
2025-08-13 13F Arizona State Retirement System 36,390 10.25 1,401 0.43
2025-07-09 13F Stokes Capital Advisors, LLC 156,762 4.53 6,037 -4.82
2025-08-14 13F Ieq Capital, Llc 5,960 230
2025-08-07 13F Investment Management Corp /va/ /adv 11,734 4.13 452 -5.25
2025-08-13 13F Guggenheim Capital Llc 22,501 5.95 867 -3.56
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 67,715 3.95 2,608 -5.34
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 5,358 50.97 198 33.78
2025-08-14 13F Cohen & Steers, Inc. 38,290 1
2025-08-14 13F Qube Research & Technologies Ltd 1,009,871 55.97 38,890 42.03
2025-08-07 13F CENTRAL TRUST Co 1,545 34.93 59 22.92
2025-08-11 13F Artemis Investment Management LLP 2,132,543 8.28 82,124 -1.40
2025-07-29 13F Nordea Investment Management Ab 285,360 0.99 10,989 -8.14
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. 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 63,816 2.76 2,372 -5.69
2025-08-14 13F Mml Investors Services, Llc 207,624 1.94 8 -12.50
2025-08-04 13F Assetmark, Inc 3 0
2025-08-13 13F Invesco Ltd. 6,022,208 50.49 231,915 37.04
2025-06-30 NP USAI - Pacer American Energy Independence ETF 58,864 3.21 2,188 -5.32
2025-08-05 13F Bank of New York Mellon Corp 1,519,185 51.46 58,504 37.92
2025-08-14 13F Verition Fund Management LLC 255,221 11.79 9,829 1.79
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 749 1.77 29 -9.68
2025-08-27 NP MLXAX - Catalyst MLP & Infrastructure Fund Class A 209,931 0.96 8,084 -8.06
2025-09-04 13F/A Advisor Group Holdings, Inc. 115,939 17.56 4,465 7.05
2025-08-04 13F ELCO Management Co., LLC 16,862 0.51 649 -8.46
2025-08-05 13F Simplex Trading, Llc Put 2,000 53.85 0
2025-07-08 13F Atwood & Palmer Inc 501 19
2025-08-14 13F Kovitz Investment Group Partners, LLC 44,932 10.46 1,730 0.58
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 94,435 1.44 4 0.00
2025-07-28 NP TOLZ - ProShares DJ Brookfield Global Infrastructure ETF 8,516 19.66 315 6.42
2025-07-30 NP Tortoise Essential Assets Income Term Fund 207,087 1,845.57 7,662 2,395.77
2025-08-12 13F LPL Financial LLC 231,708 18.56 8,923 7.97
2025-08-14 13F Gen-Wealth Partners Inc 165 6
2025-08-14 13F Petrus Trust Company, LTA 12,930 12.52 498 2.47
2025-08-13 13F Centiva Capital, LP 18,611 717
2025-08-25 13F/A Neuberger Berman Group LLC 376,685 28.33 14,506 16.82
2025-08-14 13F Occudo Quantitative Strategies Lp 8,897 343
2025-08-14 13F California State Teachers Retirement System 112,680 13.43 4,339 3.31
2025-06-24 NP NBET - Neuberger Berman Carbon Transition & Infrastructure ETF 5,325 58.81 198 45.93
2025-04-14 NP TORIX - Tortoise MLP & Pipeline Fund Institutional Class Shares 2,531,497 8.99 105,639 20.00
2025-07-29 NP Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class 2,463,313 91,143
2025-08-12 13F Swiss National Bank 238,200 6.86 9,173 -2.68
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 1,216 133.85 47 119.05
2025-07-30 NP AMLP - ALERIAN MLP ETF 26,421,494 21.27 977,595 7.52
2025-08-14 13F Millennium Management Llc 761,421 178.34 29,322 153.48
2025-07-24 13F Wealthstar Advisors, Llc 19,713 24.51 759 13.45
2025-08-13 13F Virtus Investment Advisers, Inc. 4,456 7.61 172 -2.29
2025-07-30 NP ENFR - Alerian Energy Infrastructure ETF 268,865 23.71 9,948 9.69
2025-08-12 13F Ci Investments Inc. 1,647,519 2.73 63 -5.97
2025-08-08 13F Cetera Investment Advisers 37,842 2.94 1,457 -6.24
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 73,523 226.77 2,831 197.69
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 660 25
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF 7,950 296
2025-08-12 13F Jefferies Financial Group Inc. 131,708 5,072
2025-08-14 13F UBS Group AG 1,788,627 3.03 68,880 -6.18
2025-08-08 13F Kaizen Financial Strategies 12,822 1.83 494 -7.33
2025-08-07 13F Americana Partners, LLC 10,487 15.41 404 4.95
2025-07-22 13F IVC Wealth Advisors LLC 6,572 253
2025-08-08 13F Geode Capital Management, Llc 5,778 21.59 223 11.00
2025-08-18 13F Wolverine Trading, Llc Call 25,500 87.50 983 70.07
2025-08-18 13F Wolverine Trading, Llc Put 13,600 54.55 524 40.11
2025-08-14 13F Capstone Investment Advisors, Llc 10,814 416
2025-08-12 13F Advisors Asset Management, Inc. 103,735 28.46 3,995 16.99
2025-08-14 13F Janus Henderson Group Plc 75,560 47.86 2,909 33.95
2025-06-25 NP FTLS - First Trust Long/Short Equity 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 54,834 16.12 2,038 24.57
2025-08-14 13F Twinbeech Capital Lp 216,736 254.46 8,347 222.86
2025-08-14 13F Burkehill Global Management, LP 300,000 20.00 11,553 9.28
2025-08-08 13F Alberta Investment Management Corp 88,700 149.16 3,416 126.91
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3,908 12.43 145 -0.69
2025-08-29 NP GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 75,334 6.67 2,901 -2.85
2025-08-13 13F Northwestern Mutual Wealth Management Co 168 6
2025-08-07 13F Pinnacle Holdings, LLC 86,017 2.37 3,313 -6.78
2025-08-12 13F American Century Companies Inc 616,715 100.98 23,750 83.02
2025-07-31 13F Oppenheimer & Co Inc 5,675 6.07 219 -3.54
2025-08-12 13F SIR Capital Management, L.P. 204,473 7,874
2025-06-25 NP SMLPX - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 830,056 35.58 30,853 24.40
2025-07-30 NP MLPA - Global X MLP ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 4,198,406 2.24 155,341 -9.35
2025-08-12 13F Global Retirement Partners, LLC 226 9
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 19,019 704
2025-08-12 13F Deutsche Bank Ag\ 340,006 2,996.88 13,094 2,721.77
2025-07-08 13F Lowe Wealth Advisors, LLC 75 3
2025-08-14 13F RMB Capital Management, LLC 19,684 758
2025-08-14 13F Mariner, LLC 58,175 7.02 2,240 -2.52
2025-07-29 NP Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND 122,959 4,549
2025-06-25 NP AMZA - InfraCap MLP ETF 886,791 43.81 32,962 31.95
2025-08-14 13F Royal Bank Of Canada 135,837 4.57 5,231 -4.79
2025-07-07 13F Fractal Investments LLC 291,247 23.80 11,216 12.74
2025-08-14 13F Cubist Systematic Strategies, LLC 252,376 546.55 9,719 489.03
2025-08-14 13F Stifel Financial Corp 18,399 13.51 709 3.36
2025-08-14 13F Hrt Financial Lp 98,762 4
2025-08-14 13F Glenmede Investment Management, LP 29,300 1,128
2025-08-14 13F Corigliano Investment Advisers, LLC 131,500 5,064
2025-08-13 13F Quantbot Technologies LP 246,452 30.27 9,491 18.63
2025-08-14 13F Oxford Asset Management Llp 21,585 33.55 831 45.79
2025-08-14 13F Energy Income Partners, LLC 1,080,367 0.64 41,605 -8.36
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 445 4.95 17 -5.88
2025-06-26 NP EGLAX - Eagle MLP Strategy Fund Class A Shares 296,000 18.70 11,002 8.92
2025-08-13 13F ExodusPoint Capital Management, LP 138,004 5
2025-08-05 13F Kesler, Norman & Wride, LLC 26,507 0.92 1,021 -8.11
2025-07-10 13F Chickasaw Capital Management Llc 118,663 36.39 5 33.33
2025-08-14 13F/A Barclays Plc 579,280 9.18 22 0.00
2025-07-14 13F Armstrong Advisory Group, Inc 200 8
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 122,328 2.09 4,711 -7.05
2025-08-14 13F Ameriprise Financial Inc 25,205 303.41 971 267.42
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 12,028 7.86 463 -1.70
2025-08-14 13F Point72 Asset Management, L.P. 193,657 213.95 7,458 185.93
2025-07-14 13F Cushing Asset Management, Lp 2,297,200 25.84 88,465 14.59
2025-08-07 13F Kestra Private Wealth Services, Llc 30,270 25.05 1,166 13.88
2025-07-31 13F Quest Partners LLC 27,229 449.19 1,049 401.44
2025-08-29 NP STXM - Strive Mid-Cap ETF 546 16.42 21 10.53
2025-07-11 13F Farther Finance Advisors, LLC 2,363 124.41 91 104.55
2025-07-29 NP SFYX - SoFi Next 500 ETF 735 27
2025-08-14 13F Great Valley Advisor Group, Inc. 6,659 0.09 256 -8.90
2025-08-13 13F Mackenzie Financial Corp 472,224 42.39 18,185 29.66
2025-07-25 13F Pandora Wealth, Inc. 160 6
2025-08-14 13F Ubs Asset Management Americas Inc 1,039,345 362.46 40,025 321.14
2025-07-18 13F Naples Global Advisors, Llc 67,365 3.28 2,594 -5.95
2025-07-23 13F Hardy Reed LLC 20,090 123.47 774 103.42
2025-07-30 NP MLPX - Global X MLP & Energy Infrastructure ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 1,347,716 2.19 49,865 -9.39
2025-08-04 13F Spire Wealth Management 417 6.92 16 0.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 15,044 116.21 579 96.94
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 5,442 65.31 201 46.72
2025-08-07 13F/A Curat Global, LLC 135 5
2025-08-14 13F Harwood Advisory Group, LLC 464 3.57 18 6.25
2025-08-14 13F Palo Duro Investment Partners, Lp 9,191 21.65 354 10.66
2025-08-14 13F Jane Street Group, Llc 404,722 15,586
2025-08-12 13F Pacer Advisors, Inc. 63,780 8.39 2,456 -1.29
2025-08-14 13F State Street Corp 452,744 6.92 17,435 -2.64
2025-08-11 13F Alps Advisors Inc 28,956,516 9.87 1,115,115 0.05
2025-07-25 NP CSHAX - MainStay Cushing MLP Premier Fund Class A 1,600,000 22.14 59,200 8.29
2025-08-11 13F Vanguard Group Inc 734,427 3.95 28,283 -5.34
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc 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 58,277 28.03 2,156 13.53
2025-08-14 13F Zimmer Partners, LP 902,800 22.62 34,767 11.66
2025-06-26 NP BKGI - BNY Mellon Global Infrastructure Income ETF 194,408 199.18 7,226 174.54
2025-07-17 13F GraniteShares Advisors LLC 75,334 6.67 2,901 -2.85
2025-08-29 NP PQIIX - PIMCO Dividend and Income Fund Institutional Class 2,193 1.06 84 -7.69
2025-07-21 13F Ameritas Advisory Services, LLC 1,300 50
2025-08-08 13F SG Americas Securities, LLC 65,555 1,100.86 3
2025-08-12 13F Aigen Investment Management, Lp 20,399 36.52 786 24.41
2025-08-07 13F American Financial Group Inc 22,000 2.33 847 -6.82
2025-06-25 NP Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF 97,051 0.63 3,607 -7.65
2025-07-23 13F Maryland State Retirement & Pension System 118,778 21.70 4,574 10.83
2025-07-31 13F State of New Jersey Common Pension Fund D 49,551 3.79 1,908 -5.50
2025-07-11 13F Kingstone Capital Partners Texas, LLC 798,117 23
2025-08-27 13F/A Squarepoint Ops LLC 28,334 362.07 1,091 321.24
2025-08-11 13F Citigroup Inc 41,600 279.84 1,602 246.00
2025-08-14 13F Group One Trading, L.p. Put 21,200 138.20 816 117.02
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 123,083 5
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc 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 6,093 7.20 225 -5.06
2025-08-13 13F Basso Capital Management, L.p. 24,250 5.43 934 -4.01
2025-08-14 13F Aquatic Capital Management LLC 12,887 9.82 496 0.00
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. 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 81,827 1.01 3,028 -10.44
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 120 71.43 5 150.00
2025-08-13 13F Argyle Capital Partners, LLC 21,518 4.11 829 -5.26
2025-07-31 13F MQS Management LLC 15,488 596
2025-08-12 13F/A Castellan Group, LLC 78,823 8.25 3,035 -1.43
2025-08-08 13F Creative Planning 8,596 10.63 331 0.91
2025-08-14 13F Susquehanna International Group, Llp 14,361 189.89 553 164.59
2025-08-20 NP LSPAX - LoCorr Spectrum Income Fund Class A 46,149 21.86 1,777 10.99
2025-08-14 13F Susquehanna International Group, Llp Call 119,700 6.40 4,610 -3.11
2025-07-10 13F Exchange Traded Concepts, Llc 140,512 10.95 5,411 1.05
2025-08-14 13F Susquehanna International Group, Llp Put 29,000 92.05 1,117 74.92
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc 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 205,267 61.62 7,595 43.31
2025-07-31 13F Oppenheimer Asset Management Inc. 14,556 0.34 561 -8.65
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Public Sector Pension Investment Board 108,000 4,159
2025-05-14 13F/A Torno Capital, Llc Call 236,700 8,348
2025-07-24 13F Lee Financial Co 6,680 8.09 257 -1.53
2025-07-29 NP PRPAX - PGIM Jennison MLP Fund Class A 610,598 3.93 22,592 -7.85
2025-08-14 13F Balyasny Asset Management Llc 1,209,075 179.78 46,561 154.78
2025-08-13 13F Cerity Partners LLC 10,840 417
2025-08-18 13F Geneos Wealth Management Inc. 2,400 14.29 92 4.55
2025-08-12 13F SRS Capital Advisors, Inc. 410 16
2025-08-13 13F Beacon Pointe Advisors, LLC 67,965 3.03 2,617 -6.17
2025-08-13 13F Schroder Investment Management Group 690,331 19.07 26,585 7.89
2025-08-14 13F Evergreen Capital Management Llc 119,310 611.87 4,595 548.87
2025-08-14 13F Tudor Investment Corp Et Al 450,904 6.70 17,364 -2.84
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 19,144 737
2025-07-16 13F American National Bank 62 2
2025-07-29 NP MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 2,350,000 34.29 86,950 19.07
2025-06-25 NP FENY - Fidelity MSCI Energy Index ETF This fund is a listed as child fund of Fmr Llc 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 96,842 3.99 3,600 -4.59
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 56,380 560.81 2,086 861.29
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 110 4
2025-07-24 NP FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc 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 33,220 3.42 1,229 -8.28
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 10,000 385
2025-08-26 NP MDIV - Multi-Asset Diversified Income Index Fund 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 81,573 0.61 3,141 -8.37
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