Mga Batayang Estadistika
Saham Institusional (Jangka Panjang) | 26,401,526 (ex 13D/G) - change of -2.11MM shares -7.39% MRQ |
Nilai Institusional (Jangka Panjang) | $ 450,806 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Adams Diversified Equity Fund, Inc. (US:ADX) memiliki 196 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 26,401,526 saham. Pemegang saham terbesar meliputi Lazard Asset Management Llc, Saba Capital Management, L.P., Morgan Stanley, Cohen & Steers, Inc., Raymond James Financial Inc, Cohen & Steers Closed-end Opportunity Fund, Inc., Royal Bank Of Canada, Blue Bell Private Wealth Management, Llc, Bensler, LLC, and 1607 Capital Partners, LLC .
Struktur kepemilikan institusional Adams Diversified Equity Fund, Inc. (NYSE:ADX) 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 21.77 / share. Previously, on September 9, 2024, the share price was 20.67 / share. This represents an increase of 5.32% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-02-13 | Bergstrom Edith H. | 6,769,800 | 1,626,883 | -75.97 | 1.30 | -76.36 | ||
2024-11-25 | Saba Capital Management, L.P. | 6,644,770 | 5,547,675 | -16.51 | 4.97 | -16.47 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Park Avenue Securities Llc | 27,955 | 1 | ||||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 317 | 0.00 | 7 | 0.00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,810 | 213 | ||||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 17,908 | -9.15 | 389 | 3.74 | ||||
2025-08-06 | 13F | Smh Capital Advisors Inc | 13,069 | -1.43 | 284 | 12.75 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 300 | 0.00 | 7 | 20.00 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 12,715 | -62.96 | 276 | -57.60 | ||||
2025-07-10 | 13F | Stolper Co | 98,831 | 2.85 | 2 | 100.00 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 14,813 | 0.00 | 321 | 13.88 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44,465 | -2.73 | 965 | 11.18 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 15,757 | 3.91 | 342 | 19.16 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 977 | 0.00 | 21 | 16.67 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2,615 | 325.20 | 57 | 409.09 | ||||
2025-07-07 | 13F | First Community Trust Na | 4,680 | 0.00 | 102 | 14.77 | ||||
2025-07-17 | 13F | Uncommon Cents Investing LLC | 184,951 | -0.58 | 4,015 | 13.67 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 21,539 | 1.95 | 468 | 16.46 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 500 | 11 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 3,294 | 72 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,563 | 0.43 | 52 | 6.25 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 26,296 | 2.26 | 571 | 16.80 | ||||
2025-08-14 | 13F | Intrepid Family Office Llc | 257,412 | 0.00 | 5,588 | 14.32 | ||||
2025-08-14 | 13F | potrero capital research llc | 442,735 | 0.00 | 9,612 | 14.32 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 50,062 | 0.00 | 1,087 | 14.32 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,575 | -17.26 | 946 | -5.40 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 62,678 | -1.62 | 1,361 | 12.49 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 135,923 | 0.24 | 466 | 11.78 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 67,600 | 0.59 | 1,468 | 14.97 | ||||
2025-08-12 | 13F | Farmers National Bank | 27,234 | 0.00 | 591 | 14.31 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 21,695 | 29.14 | 471 | 47.34 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 13,003 | 1.29 | 282 | 16.05 | ||||
2025-08-04 | 13F | Assetmark, Inc | 436 | -56.53 | 9 | -52.63 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1,889 | 0.00 | 41 | 17.14 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,400 | 0.00 | 30 | 15.38 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 10,394 | 226 | ||||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2,460 | 2.24 | 53 | 17.78 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 192,759 | -1.47 | 4,185 | 12.62 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 59,025 | 37.52 | 1,268 | 56.03 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 313 | 0.00 | 7 | 20.00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 48,223 | 1.89 | 1,047 | 16.48 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 11,434 | -9.68 | 248 | 3.33 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4,718 | 2.23 | 102 | 17.24 | ||||
2025-07-14 | 13F | Founders Capital Management, Llc | 11,593 | 2.12 | 252 | 16.74 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Abel Hall, LLC | 11,200 | 243 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 412,966 | -21.14 | 8,965 | -9.85 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 25,382 | 551 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 252 | 0.00 | 5 | 25.00 | ||||
2025-08-07 | 13F | Midwest Trust Co | 44,410 | 964 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,542 | 5.95 | 120 | 21.21 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 65,476 | 0.38 | 1,421 | 14.78 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 37,723 | -36.41 | 819 | -27.35 | ||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 672,672 | 2.99 | 14,604 | 17.74 | ||||
2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 71,500 | 1,552 | ||||||
2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 934,213 | -0.28 | 20,282 | 14.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,455 | 401 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 134,567 | 0.00 | 2,555 | 0.00 | ||||
2025-08-06 | 13F | Bensler, LLC | 857,856 | 8.93 | 18,624 | 24.54 | ||||
2025-07-17 | 13F | Delta Capital Management Llc | 105,466 | 0.00 | 2 | 0.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 242,540 | 3.04 | 5 | 25.00 | ||||
2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Wesbanco Bank Inc | 19,362 | 70.41 | 420 | 95.35 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 31,887 | 0.15 | 692 | 14.57 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25,190 | 2.47 | 547 | 17.17 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 54,103 | 95.74 | 1,175 | 124.05 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 18,473 | 0.00 | 401 | 14.57 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 21,418 | 5.06 | 465 | 19.90 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 60 | 1.69 | 1 | 0.00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 45,348 | 2.25 | 985 | 16.86 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 217 | -82.13 | 5 | -82.61 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 10,821 | 0.00 | 235 | 14.15 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 1,000 | 22 | ||||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 665 | 0.00 | 14 | 16.67 | ||||
2025-08-14 | 13F | K2 Principal Fund, L.p. | 16,182 | 2.25 | 351 | 17.00 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 2,929 | 2.23 | 64 | 16.67 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 139,235 | 19.64 | 3,023 | 36.74 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 149,468 | -0.69 | 3,245 | 13.51 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 149,363 | -17.60 | 3,243 | -5.81 | ||||
2025-07-18 | 13F | Truist Financial Corp | 13,417 | 0.41 | 291 | 15.02 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 12,151 | 264 | ||||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 961,820 | -8.82 | 20,881 | 4.24 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 22,320 | 77.23 | 485 | 102.51 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 43,058 | 2.09 | 1 | |||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 6 | -25.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 7,483 | 2.20 | 162 | 16.55 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 17,339 | -35.01 | 376 | -27.13 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 3,551,179 | 0.00 | 77 | 14.93 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 20,110 | -4.83 | 437 | 8.73 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 152,212 | 1.85 | 3,305 | 16.42 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 13,016 | 1.89 | 283 | 16.53 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 143,862 | -8.84 | 3,123 | 4.24 | ||||
2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 363,597 | 0.00 | 7,432 | 1.68 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 35,347 | 1.72 | 767 | 16.39 | ||||
2025-07-29 | 13F | Private Trust Co Na | 756 | 2.16 | 16 | 14.29 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 9,659 | 210 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 373,885 | 3.12 | 8,117 | 17.89 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 10,062 | 218 | ||||||
2025-08-14 | 13F | UBS Group AG | 80,818 | 31.00 | 1,755 | 49.79 | ||||
2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 105 | 0.00 | 2 | 100.00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1,000 | 22 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 976 | 97,500.00 | 21 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,921 | 2.25 | 237 | 17.33 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 21,577 | 0.00 | 410 | -5.98 | ||||
2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 113 | -26.14 | 2 | 0.00 | ||||
2025-08-14 | 13F | Saba Capital Management, L.P. | 2,870,153 | -35.69 | 62,311 | -26.48 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 178,281 | 7.10 | 3,871 | 22.43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,772 | -5.45 | 1 | |||||
2025-08-14 | 13F | Quantedge Capital Pte Ltd | 13,457 | -80.17 | 292 | -77.33 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 975 | 0.00 | 19 | -5.26 | ||||
2025-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 67 | -43.22 | 1 | -50.00 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 9,829 | 213 | ||||||
2025-07-07 | 13F | RB Capital Management, LLC | 202,109 | -2.94 | 4,388 | 10.95 | ||||
2025-08-14 | 13F | Colony Group, LLC | 48,562 | 0.00 | 1,054 | 14.32 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Generation Capital Management LLC | 47,302 | -6.01 | 1,027 | 7.43 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 8,871 | 0.00 | 193 | 14.29 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 9,922 | 215 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 428,357 | 3.59 | 9,381 | 19.47 | ||||
2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 48,117 | -5.54 | 1,045 | 7.96 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 54,328 | 12.88 | 1,179 | 29.13 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 975 | 21 | ||||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 32,229 | 1.91 | 700 | 16.50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9,958 | 2.26 | 216 | 18.03 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,228,172 | 2.26 | 26,664 | 16.90 | ||||
2025-08-01 | 13F | General American Investors Co Inc | 131,124 | 0.00 | 2,847 | 14.30 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 9,797 | 213 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 26,525 | 2.26 | 576 | 16.87 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 440,707 | 6.45 | 9,568 | 21.70 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | GoalVest Advisory LLC | 9,119 | 198 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 352 | 0.00 | 8 | 16.67 | ||||
2025-08-14 | 13F | Mariner, LLC | 45,521 | 31.00 | 988 | 49.92 | ||||
2025-08-13 | 13F | Jones Road Capital Management, L.p. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 314 | 0.00 | 7 | 20.00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 54,247 | -0.93 | 1 | 0.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 62,024 | 166.24 | 1,347 | 204.52 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,006 | 217 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 128,425 | -0.65 | 2,788 | 13.61 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68,965 | -8.43 | 1 | 0.00 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 12,203 | 0.00 | 265 | 7.32 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 25,000 | 0.00 | 543 | 14.35 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 39,498 | -6.52 | 858 | 6.86 | ||||
2025-08-13 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | Voya Prime Rate Trust | 16,355 | -18.33 | 308 | -24.88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 243,466 | -5.87 | 5,286 | 7.62 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 48,162 | 0.06 | 1,046 | 14.33 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 1 | 0.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,055 | 23 | ||||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 349,282 | 1.25 | 7,583 | 15.76 | ||||
2025-08-11 | 13F | Citigroup Inc | 5 | 0.00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 10,000 | 0.00 | 217 | 14.81 | ||||
2025-08-28 | NP | YYY - Amplify High Income ETF | 240,070 | 1.99 | 5,212 | 16.60 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,688 | 24.79 | 601 | 42.76 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,571,414 | 10.15 | 55,825 | 25.93 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 194 | 0.00 | 4 | 33.33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24,707 | -40.54 | 538 | -31.94 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 11,451 | -7.29 | 249 | 5.98 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 2,900 | 63 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 49,056 | -4.12 | 1,065 | 9.68 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 44,410 | 2.25 | 964 | 16.99 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 28,106 | 0.00 | 610 | 14.45 | ||||
2025-08-14 | 13F | Comerica Bank | 4,299 | 52.72 | 93 | 75.47 | ||||
2025-07-11 | 13F | Diversified Trust Co | 64,058 | 0.00 | 1,391 | 14.31 | ||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 1,096,864 | 1.86 | 23,813 | 16.45 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 264,995 | 11.89 | 5,753 | 27.93 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,292 | 0.00 | 115 | 14.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35,672 | -1.91 | 774 | 12.17 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 27,082 | 588 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 22,546 | 0.00 | 489 | 14.25 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 1,244,635 | 1.63 | 27 | 17.39 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1,728 | -24.51 | 38 | -13.95 | ||||
2025-07-29 | 13F | Regions Financial Corp | 17,331 | -0.62 | 376 | 13.60 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 32,878 | -3.46 | 714 | 10.37 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30,167 | 0.09 | 655 | 14.34 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 23,277 | 60.54 | 436 | 48.97 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 4,420 | 0.00 | 96 | 14.46 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 25,162 | 3.92 | 547 | 18.95 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 41,601 | 1.18 | 903 | 15.77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 423,984 | 154.22 | 9,205 | 190.62 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30,143 | 0.71 | 654 | 15.14 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141,488 | -0.76 | 3,072 | 13.45 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 40,205 | 0.00 | 873 | 14.29 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 106,697 | 13.47 | 2,367 | 32.53 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,357 | -5.36 | 247 | 8.37 | ||||
2025-08-12 | 13F | Providence Wealth Advisors, LLC | 98,953 | 0.00 | 2,135 | 13.56 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 16,729 | 2.26 | 363 | 17.10 | ||||
2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 295 | -99.59 | 6 | -99.56 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 633 | 0.00 | 14 | 8.33 | ||||
2025-08-12 | 13F | Fca Corp /tx | 186,460 | 2.56 | 4,048 | 17.27 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 28,391 | -3.07 | 616 | 10.79 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 175 | 0.00 | 4 | 0.00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 16,691 | 9.08 | 362 | 24.83 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 71,425 | 1,551 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 63,215 | 4.88 | 1,372 | 19.93 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 25,264 | -1.38 | 548 | 12.76 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2,121 | 2.22 | 46 | 17.95 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 1,057 | 0.00 | 23 | 10.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,620 | 76.09 | 35 | 105.88 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 18,181 | 0.61 | 395 | 14.87 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26,520 | 0.00 | 576 | 14.31 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,848 | 4.48 | 366 | 19.28 | ||||
2025-07-25 | 13F | Cwm, Llc | 2,836 | 17.29 | 0 |