Mga Batayang Estadistika
Pemilik Institusional | 124 total, 124 long only, 0 short only, 0 long/short - change of -0.80% MRQ |
Alokasi Portofolio Rata-rata | 0.4867 % - change of -7.87% MRQ |
Saham Institusional (Jangka Panjang) | 108,457,748 (ex 13D/G) - change of -3.72MM shares -3.31% MRQ |
Nilai Institusional (Jangka Panjang) | $ 714,766 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock Innovation and Growth Term Trust (US:BTX) memiliki 124 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 108,457,748 saham. Pemegang saham terbesar meliputi Saba Capital Management, L.P., Morgan Stanley, Sit Investment Associates Inc, CEFS - Saba Closed-End Funds ETF, PCEF - Invesco CEF Income Composite ETF, Lazard Asset Management Llc, Invesco Ltd., Absolute Investment Advisers Llc, Raymond James Financial Inc, and Penserra Capital Management LLC .
Struktur kepemilikan institusional BlackRock Innovation and Growth Term Trust (NYSE:BTX) 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 7.02 / share. Previously, on February 20, 2025, the share price was 7.86 / share. This represents a decline of 10.69% 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.
Upgrade to unlock premium data.
Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-11 | Saba Capital Management, L.P. | 60,675,396 | 0 | -100.00 | 0.00 | -100.00 |
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
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 880 | 6 | ||||||
2025-08-15 | 13F | Morgan Stanley | 5,560,989 | -3.09 | 40,818 | 13.63 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | City Of London Investment Management Co Ltd | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 143,053 | -28.75 | 1,050 | -16.40 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 1,350 | 0.00 | 10 | 12.50 | ||||
2025-08-13 | 13F | Yakira Capital Management, Inc. | 805,926 | 471.51 | 5,915 | 570.63 | ||||
2025-04-24 | 13F | Matisse Capital | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 259,150 | 4.43 | 1,902 | 22.47 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 29,031 | 17.53 | 213 | 38.31 | ||||
2025-08-12 | 13F | LPL Financial LLC | 75,985 | 28.93 | 558 | 51.36 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 27,908 | 205 | ||||||
2025-08-14 | 13F | CF Capital LLC | 566,000 | -42.83 | 4,144 | -33.78 | ||||
2025-07-24 | 13F | Eastern Bank | 1,867 | 0.00 | 14 | 18.18 | ||||
2025-08-08 | 13F | Creative Planning | 13,132 | 0.00 | 96 | 17.07 | ||||
2025-08-14 | 13F | Quantedge Capital Pte Ltd | 12,729 | -82.90 | 93 | -80.00 | ||||
2025-04-24 | 13F | Vista Investment Partners Ii, Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34,916 | 256 | ||||||
2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 120,828 | -1.73 | 887 | 15.21 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 363,966 | -5.35 | 2,672 | 10.97 | ||||
2025-08-04 | 13F | Assetmark, Inc | 223 | -23.89 | 2 | 0.00 | ||||
2025-08-14 | 13F | Millennium Management Llc | 13,902 | 102 | ||||||
2025-05-14 | 13F | Virtus ETF Advisers LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Sessa Capital IM, L.P. | 2,015,096 | 0.00 | 14,791 | 17.25 | ||||
2025-08-14 | 13F | Bulldog Investors, LLP | 610,207 | 23.94 | 4,479 | 45.34 | ||||
2025-08-14 | 13F | Comerica Bank | 7,355 | 4.09 | 54 | 20.45 | ||||
2025-04-23 | 13F | Winebrenner Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna Advisors Group, Inc. | 10,600 | 0.00 | 78 | 16.67 | ||||
2025-08-14 | 13F | Bluefin Capital Management, Llc | 54,353 | -90.81 | 399 | -89.25 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,965 | 14 | ||||||
2025-08-14 | 13F | Mariner, LLC | 11,000 | -46.92 | 81 | -37.98 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 542,560 | -77.86 | 3,983 | -74.04 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 228,552 | -4.87 | 1,678 | 11.58 | ||||
2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,108 | -8.89 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 10,662 | 78 | ||||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 12,034 | 88 | ||||||
2025-07-14 | 13F | Chapin Davis, Inc. | 93,211 | 30.45 | 684 | 53.02 | ||||
2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 3,750,438 | 0.00 | 26,178 | -1.83 | ||||
2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,959 | 12.29 | 448 | 31.86 | ||||
2025-07-15 | 13F | Absolute Investment Advisers Llc | 2,600,158 | 29.97 | 19,085 | 52.40 | ||||
2025-08-27 | NP | Special Opportunities Fund, Inc. | 305,194 | 23.94 | 2,240 | 45.36 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 454,913 | 25.60 | 3,339 | 47.29 | ||||
2025-08-14 | 13F | Quarry LP | 1,200,691 | 56.47 | 8,813 | 83.49 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 67,292 | -1.59 | 0 | |||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 217,150 | 1,594 | ||||||
2025-08-14 | 13F | K2 Principal Fund, L.p. | 34,843 | -0.45 | 256 | 16.44 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 17,789 | -4.10 | 131 | 12.07 | ||||
2025-08-14 | 13F | UBS Group AG | 1,128,902 | 7.99 | 8,286 | 26.62 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 140,903 | -3.70 | 1,034 | 13.01 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 357,576 | 0.24 | 2,625 | 17.56 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,300 | 54 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 225,009 | -0.13 | 1,652 | 17.09 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 86,506 | 13.66 | 635 | 33.19 | ||||
2025-07-16 | 13F | Plancorp, LLC | 10,000 | 0.00 | 73 | 17.74 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 33,400 | 209 | ||||||
2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 13,108 | -13.47 | 96 | -14.29 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 10,577 | 78 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Css Llc/il | 202,841 | -71.74 | 1,489 | -66.88 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 85,212 | -9.58 | 1 | |||||
2025-06-26 | NP | Voya Prime Rate Trust | 330,506 | 0.00 | 2,072 | -23.54 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 5,000 | 0.00 | 37 | 16.13 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 5,000 | 37 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 42,025 | 104.00 | 309 | 140.63 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,730 | 20 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 340 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 12,712 | -29.69 | 93 | -17.70 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 110,780 | 50.08 | 813 | 75.97 | ||||
2025-08-13 | 13F | Hbk Investments L P | 119,957 | -43.52 | 880 | -33.78 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 22,982 | 3.02 | 169 | 20.86 | ||||
2025-05-12 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | YYY - Amplify High Income ETF | 2,227,326 | 2.00 | 16,349 | 19.59 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 6,990 | 51 | ||||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 67,235 | 0.00 | 494 | 17.38 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,153,901 | -8.41 | 8,470 | 7.39 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 47 | 0.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88,029 | 0.17 | 646 | 17.45 | ||||
2025-08-14 | 13F | Sit Investment Associates Inc | 5,515,699 | 9.76 | 40 | 29.03 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,896 | -20.37 | 95 | -6.93 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,558 | -10.65 | 48 | 6.67 | ||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 261,043 | 0.98 | 1,916 | 18.42 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1,051 | 3.65 | 0 | |||||
2025-08-06 | 13F | Tabor Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | WPG Advisers, LLC | 2,788 | -0.82 | 20 | 17.65 | ||||
2025-08-14 | 13F | Almitas Capital LLC | 195,710 | 1.20 | 1,437 | 18.68 | ||||
2025-08-13 | 13F | Invesco Ltd. | 2,800,615 | -23.75 | 20,557 | -10.59 | ||||
2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 19,866 | -12.38 | 146 | 2.84 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 1,423,101 | -4.36 | 10,446 | 12.14 | ||||
2025-08-12 | 13F | MAI Capital Management | 684 | 0.00 | 5 | 25.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,488,527 | -0.51 | 18,266 | 16.65 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 16,406 | -53.31 | 120 | -45.21 | ||||
2025-08-14 | 13F | Alpine Global Management, LLC | 43,038 | 316 | ||||||
2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 133,661 | -3.25 | 838 | -25.97 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,270,917 | -29.53 | 9,329 | -17.37 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 10,767 | 0.00 | 80 | 17.91 | ||||
2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 76,667 | 563 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 248,540 | -7.96 | 1,824 | 7.93 | ||||
2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 14,294 | -9.70 | 107 | 5.94 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,776 | -50.16 | 145 | -41.53 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 22,606 | -2.61 | 166 | 13.79 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 555 | 4 | ||||||
2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 848 | 0.00 | 6 | 20.00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 20,309 | 149 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,122 | -22.84 | 23 | -12.00 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 56,526 | 415 | ||||||
2025-07-09 | 13F | David J Yvars Group | 13,424 | 8.57 | 99 | 27.27 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Corrado Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 20,000 | 147 | ||||||
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 | 3,716,268 | 11.92 | 25,940 | 9.87 | ||||
2025-07-25 | 13F | Cwm, Llc | 9,339 | 2.99 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 146,020 | 1,072 | ||||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 57,624 | 14.61 | 423 | 34.39 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 10,900 | 80 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | Putnam High Income Securities Fund | 176,341 | 49.62 | 1,231 | 46.95 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | 0 | ||||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 35,274 | -6.20 | 259 | 9.79 | ||||
2025-08-14 | 13F | Harris Associates L P | 25,000 | 184 | ||||||
2025-08-14 | 13F | Saba Capital Management, L.P. | 60,675,395 | 0.00 | 445,357 | 17.25 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 8,265 | -40.12 | 61 | -30.23 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Successful Portfolios LLC | 13,565 | -0.18 | 100 | 16.47 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15,100 | 0.00 | 111 | 17.02 | ||||
2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 80,139 | 149.71 | 588 | 194.00 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 175,298 | 73.18 | 1,287 | 103.16 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 13,750 | 101 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 30,475 | 24.90 | 223 | 45.75 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 151,876 | 31.04 | 1,115 | 53.66 | ||||
2025-07-31 | 13F | City State Bank | 12,913 | 0.00 | 95 | 17.50 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Penserra Capital Management LLC | 2,250,256 | 3.05 | 17 | 23.08 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 2,871,719 | 16.48 | 21 | 40.00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 13,540 | 99 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 40,000 | 0.00 | 294 | 17.20 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 11,021 | 0.00 | 81 | 17.65 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 56,991 | 11.41 | 418 | 30.63 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15,601 | 0.00 | 115 | 16.33 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 11,493 | 0.00 | 84 | 18.31 |