Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock) meliputi Carrera Capital Advisors, Jain Global LLC, Arjuna Capital, Glenmede Investment Management, LP, Sivia Capital Partners, LLC, Thoroughbred Financial Services, Llc, Merit Financial Group, LLC, Bayforest Capital Ltd, Congress Wealth Management LLC / DE /, HB Wealth Management, LLC, Natural Investments, Llc, AlphaCore Capital LLC, U.S. Capital Wealth Advisors, LLC, FLC Capital Advisors, Arista Wealth Management, LLC, Bulltick Wealth Management, LLC, Buckingham Strategic Partners, Rexford Capital Inc, Twin Peaks Wealth Advisors, LLC, dan Ancora Advisors, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 4,101,661 | 6.12 | 63,412 | 10.33 | ||||
| 2025-08-14 | 13F | Jain Global LLC | 138,146 | 2,136 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 34,242 | 11.50 | 529 | 16.01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,013,022 | 4.67 | 15,661 | 8.82 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,170 | 4.68 | 34 | 10.00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 12,604 | 7.86 | 195 | 12.14 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 78,329 | 277.82 | 1,211 | 292.86 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 22,088 | 3.35 | 341 | 6.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 159,863 | 0.36 | 2,471 | 4.35 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 276 | 4 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 12,136 | 1.88 | 188 | 5.65 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 90 | 1 | ||||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International 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 | 65,699 | 107.90 | 987 | 116.92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43,318 | 233.27 | 644 | 274.42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,177 | 212.43 | 80 | 233.33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,112 | 29.14 | 234 | 33.91 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10,961 | 169 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14,108 | 45.07 | 218 | 51.39 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 21,772 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10,063 | 18.58 | 156 | 23.02 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56,436 | 30.28 | 873 | 35.40 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 12,950 | 200 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 13,758 | 26.45 | 213 | 31.68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 143,693 | 74.85 | 2,221 | 81.75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,024,646 | 129.38 | 62,221 | 138.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67,649 | 1.77 | 1,038 | 4.96 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26,300 | 108.73 | 407 | 117.11 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 54,703 | 10.23 | 846 | 14.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 221,852 | 3.30 | 3,437 | 7.68 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 41 | 1 | ||||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 15 | 0 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 280 | 33.33 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,550,877 | 34.97 | 54,897 | 40.33 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 1,488,843 | 1.30 | 23,018 | 5.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 34,363 | 7.96 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38,440 | 6.04 | 594 | 10.20 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 12,521 | 1.96 | 194 | 6.04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,987 | 427.06 | 26 | 420.00 | ||||
| 2025-08-18 | 13F | Rexford Capital Inc | 9,233 | 143 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 20 | 25.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13,378 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 372,055 | 24.20 | 5,752 | 29.12 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 91,646 | 1,417 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 225,438 | 11.92 | 3,485 | 16.36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12,899 | 199 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 31,267 | 28.15 | 483 | 33.43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,910 | 39.69 | 60 | 46.34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 264,092 | 210.75 | 4,083 | 223.20 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 235 | 4 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 33,981 | 21.55 | 525 | 26.51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 98,050 | 51.78 | 1,516 | 57.81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 112,474 | 6.07 | 1,739 | 10.28 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 139,145 | 2,153 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 22,000 | 12.86 | 340 | 17.65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 797,036 | 54.45 | 12,322 | 60.59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5,111 | 2.92 | 79 | 6.85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 28,122 | 130.96 | 435 | 139.78 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 20,094 | 10.39 | 311 | 14.81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13,376 | 13.62 | 207 | 17.71 | ||||
| 2025-07-28 | NP | AVDE - Avantis International 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 | 316,924 | 9.16 | 4,763 | 13.87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 80,641 | 132.83 | 1,247 | 172.05 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 41,328 | 6.10 | 639 | 10.19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 | 216.67 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 44,868 | 14.40 | 694 | 33.53 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28,398 | 9.59 | 422 | 23.03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50,474 | 8,978.06 | 780 | 11,042.86 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 349,661 | 19.05 | 5,406 | 23.77 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 42,949 | 51.57 | 664 | 57.48 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,927 | 28 | ||||||
| 2025-07-28 | 13F | Bayforest Capital Ltd | 16,005 | 247 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 12,217 | 3.77 | 189 | 7.43 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,634 | 19.87 | 72 | 39.22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 137,959 | 20.70 | 2,133 | 25.49 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 47,762 | 738 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 98,635 | 89.16 | 1,525 | 96.65 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,452 | 193 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 926 | 0.65 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20,876 | 68.71 | 320 | 73.37 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 79,631 | 17.83 | 1,231 | 22.61 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 307 | 5 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 40,773 | 86.11 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11,360 | 30.60 | 176 | 35.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 110 | 2 | ||||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 325,292 | 72.82 | 4,974 | 97.34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89,776 | 8.51 | 1,388 | 12.76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,801 | 16.64 | 383 | 21.20 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 47,725 | 29.18 | 730 | 19.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,357 | 5.19 | 176 | 7.36 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 22,734 | 351 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 69,114 | 18.00 | 1,069 | 22.76 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18,745 | 11.63 | 290 | 16.06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,413 | 22 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63,862 | 987 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 171,719 | 136.91 | 2,655 | 146.43 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 31,780 | 491 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,551 | 8,063.16 | 24 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 230.34 | 88 | 2,833.33 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 432 | 7 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 126,279 | 216.12 | 1,952 | 229.17 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 32,394 | 8.45 | 501 | 12.61 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,000 | 15 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 48,034 | 25.16 | 743 | 30.18 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 358,046 | 15.05 | 5,535 | 19.62 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 11,372 | 176 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 11,741 | 182 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 850,900 | 1,581.62 | 13,155 | 1,649.20 | |||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 100,048 | 2.55 | 1,540 | 6.21 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 46,560 | 327.67 | 723 | 343.56 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 36,207 | 8.18 | 560 | 12.47 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 727,194 | 83.25 | 11,242 | 90.54 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,363 | 28.71 | 21 | 40.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 396 | 4.21 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,427 | 8.45 | 38 | 12.12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,208 | 17.26 | 34 | 21.43 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 55,222 | 854 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,299,200 | 4.48 | 51,006 | 8.63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 23,975 | 33.66 | 371 | 39.10 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 411 | 1,041.67 | 6 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 3,451 | 182.41 | 53 | 194.44 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 41,502 | 86.76 | 642 | 94.24 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 3,712,278 | 5.94 | 57,392 | 10.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 369,142 | 88.59 | 5,707 | 96.08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 313 | 5 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 464,851 | 5.40 | 7,188 | 9.61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,619,590 | 33.62 | 117,799 | 38.92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 832,300 | 3,649.10 | 12,867 | 3,799.09 | |||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 368,678 | 6.88 | 5,541 | 11.49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18,232 | 282 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,623 | 21.71 | 87 | 26.47 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,037,163 | 225.79 | 16,035 | 238.77 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10,829 | 4.34 | 164 | 4.49 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,029,885 | 23.78 | 31,382 | 28.69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 108 | 63.64 | 2 | |||||
| 2025-07-25 | 13F | Natural Investments, Llc | 12,563 | 0 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 14,535 | 7.21 | 225 | 11.44 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 359,366 | 10.04 | 5,556 | 14.39 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 602 | 30.30 | 9 | 14.29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24,338 | 22.59 | 376 | 27.46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 933 | 15.47 | 14 | 16.67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 74,757 | 80.49 | 1,156 | 87.80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 117 | 2 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 159,937 | 6.76 | 2,472 | 11.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269,774 | 63.86 | 4,170 | 70.30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95,107 | 6.99 | 1,470 | 11.28 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 13,295,573 | 0.72 | 205,550 | 4.71 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 49,425 | 735 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 199 | 3.11 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 934 | 126.15 | 14 | 133.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,647 | 7.93 | 87 | 12.99 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,425 | 192 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 310 | 5 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 3,088,669 | 1,152.21 | 47,751 | 1,202.15 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9,637 | 17.22 | 149 | 21.31 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,927 | 184 | ||||||
| 2025-08-12 | 13F | Evelyn Partners Investment Management Services Ltd | 178 | 157.97 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 10,254 | 159 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 432,654 | 11.82 | 6,689 | 16.25 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 25 | 0 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 51 | 1 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 11 | 0 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 450 | 7 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30,853 | 477 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 821 | 19.85 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16,077 | 145.79 | 249 | 155.67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 453,527 | 7.91 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 25 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,586 | 56.32 | 55 | 61.76 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 24,580 | 123.23 | 366 | 151.72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80,829 | 16.66 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,361 | 105.35 | 438 | 113.66 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12,779 | 7.76 | 192 | 9.77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 213 | 3 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,198 | 14.90 | 331 | 19.49 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 27,866 | 35.26 | 414 | 52.21 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 57,613 | 3.87 | 891 | 8.01 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 376 | 6 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 95,720 | 10.61 | 1,480 | 15.01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 454,019 | 13.00 | 7,019 | 17.49 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11,845 | 1,652.22 | 183 | 1,730.00 | ||||
| 2025-08-08 | NP | QGBLX - Quantified Global Fund Investor Class | 343,309 | 2,354.66 | 5,308 | 2,566.83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32,824 | 121.81 | 507 | 130.45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,347 | 150.37 | 21 | 150.00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7,200 | 0.78 | 111 | 8.82 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 9,054 | 28.57 | 140 | 33.65 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 24,277 | 120.76 | 375 | 130.06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 140,755 | 8.71 | 2,176 | 13.04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 96,325 | 9.78 | 1,489 | 14.19 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 267,456 | 21.83 | 4,039 | 23.45 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 357,029 | 12.91 | 5,520 | 17.38 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 202,312 | 29.39 | 3,128 | 34.55 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 227,241 | 3.53 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 23,746 | 2.15 | 367 | 6.38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 131,722 | 0.75 | 2,036 | 4.73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 83,061 | 28.85 | 1,284 | 34.03 | ||||
| 2025-08-12 | 13F | Evelyn Partners Investment Management LLP | 2,515 | 163.35 | 3 | 0.00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,225 | 158 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 39,523 | 27.48 | 611 | 32.54 |
