Mga Batayang Estadistika
| Pemilik Institusional | 61 total, 60 long only, 0 short only, 1 long/short - change of -25.61% MRQ |
| Alokasi Portofolio Rata-rata | 0.8782 % - change of 15.76% MRQ |
| Saham Institusional (Jangka Panjang) | 3,499,306 (ex 13D/G) - change of 0.69MM shares 24.45% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,779,733 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Citigroup, Inc. (US:C.WSA) memiliki 61 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 3,499,306 saham. Pemegang saham terbesar meliputi Norges Bank, Legal & General Group Plc, Tandem Investment Advisors, Inc., Vestor Capital, Llc, Torno Capital, Llc, First Long Island Investors, LLC, Ivy Lane Capital Management, Llc, Cibc World Markets Corp, Mediolanum International Funds Ltd, and Covington Investment Advisors Inc. .
Struktur kepemilikan institusional Citigroup, Inc. (NYSE:C.WSA) 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%.
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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 5,254 | -2.18 | 5,513 | 8.46 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,185 | 3.16 | 2,293 | 14.49 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 15,449 | 2.45 | 16 | 14.29 | ||||
| 2025-04-03 | 13F | Jacobs & Co/ca | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 7,022 | 7,368 | ||||||
| 2025-05-14 | 13F/A | Norges Bank | 2,275,013 | 1.87 | 1,896,678 | 4.62 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F/A | Torno Capital, Llc | Call | 31,000 | 29,435 | |||||
| 2025-07-07 | 13F | Osprey Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Boltwood Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-05-01 | 13F | Martin Capital Advisors, LLP | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-02 | 13F/A | Aegon Asset Management Uk Plc | 4,263 | 0.00 | 2,850 | 94,900.00 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 7,901 | -0.75 | 8 | 14.29 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval Fund | 150 | 0.00 | 157 | 11.35 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 25 | -34.21 | 0 | |||||
| 2025-07-16 | 13F | Virginia Retirement Systems Et Al | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | DekaBank Deutsche Girozentrale | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1 | 1 | ||||||
| 2025-04-02 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,270 | 0.00 | 3,431 | 10.86 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 839 | 0.96 | 699 | 3.71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Talbot Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 50 | 0.00 | 0 | |||||
| 2025-07-28 | NP | SGFFX - Sparrow Growth Fund Class A | 190 | 90.00 | 186 | 91.75 | ||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | IFM Investors Pty Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 771 | 0.00 | 809 | 10.97 | ||||
| 2025-05-06 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 18,397 | 4.34 | 19,303 | 15.67 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Farmers National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 89 | 0.00 | 93 | 10.71 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Call | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Put | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Generate Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Pacific Capital Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 78 | 0.00 | 82 | 12.33 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Vinva Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Lederer & Associates Investment Counsel/ca | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2025-03-31 | 13F/A | Sumitomo Mitsui Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F/A | California Public Employees Retirement System | 0 | -100.00 | 0 | |||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Beutel, Goodman & Co Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 261 | 4.40 | 274 | 15.68 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 904 | 754 | ||||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,399 | -29.38 | 3,567 | -21.71 | ||||
| 2025-05-14 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Skylands Capital, LLC | 650 | -21.21 | 682 | -12.56 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 10 | 0 | ||||||
| 2025-07-24 | 13F | Pinnacle West Asset Management, Inc. | 2,619 | -1.06 | 3 | 0.00 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 558 | 530 | ||||||
| 2025-05-15 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | AFOCX - Archer Focus Fund | 277 | 0.00 | 271 | 0.37 | ||||
| 2025-05-02 | 13F | Concord Asset Management, LLC/VA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 37,940 | 47,925.32 | 13 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Boit C F David | 400 | 0.00 | 420 | 10.85 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Abn Amro Investment Solutions | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Strs Ohio | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Alta Advisers Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4,851 | 0.31 | 5,090 | 11.19 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9 | 9 | ||||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 3,226 | -0.68 | 3,385 | 10.08 | ||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 97 | 102 | ||||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1,338 | 1.21 | 668 | -6.57 | ||||
| 2025-06-23 | 13F | RK Capital Management, LLC/FL | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 21,772 | -1.55 | 22,844 | 9.14 | ||||
| 2025-05-05 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | California State Teachers Retirement System | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Weaver Consulting Group | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 13,598 | 0.00 | 13,940 | 0.00 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mediolanum International Funds Ltd | 18,004 | -48.67 | 18,865 | -43.19 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 370 | 1.37 | 0 | |||||
| 2025-07-08 | NP | WSACX - Wellington Shields All-Cap Fund Institutional Shares | 1,900 | 0.00 | 1,862 | 0.22 | ||||
| 2025-05-15 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ivy Lane Capital Management, Llc | 19,900 | 0.00 | 20,880 | 10.86 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Rhumbline Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | ABN AMRO Bank N.V. | 0 | 0 | ||||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cullinan Associates Inc | 716 | 0.00 | 751 | 10.93 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 5 | 0 | ||||||
| 2025-04-11 | 13F | First City Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Voya Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Michael S. Ryan, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Kentucky Retirement Systems Insurance Trust Fund | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Goodman Advisory Group, LLC | 8 | 0 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 250 | 16.28 | 0 | |||||
| 2025-04-14 | 13F | Barden Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 268 | 8.94 | 281 | 20.17 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1,835 | 1.72 | 1,925 | 12.77 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 57 | 0.00 | 60 | 11.32 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Mackenzie Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Legal & General Group Plc | 928,779 | -2.62 | 731,248 | -8.04 | ||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | United Bank | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Advisor Group Holdings, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Farrow Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Kinneret Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Harmony Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Echo45 Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Credit Industriel Et Commercial | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,309 | 0.57 | 2 | 0.00 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | NP | TANDX - Castle Tandem Fund Institutional | 650 | 0.00 | 682 | 10.89 | ||||
| 2025-04-29 | 13F | Fisher Funds Management LTD | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 443 | 0.00 | 465 | 10.74 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 5,300 | 3.92 | 5,561 | 15.21 | ||||
| 2025-08-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Investor Ab | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Tandem Investment Advisors, Inc. | 73,718 | -0.64 | 77 | 10.00 | ||||
| 2025-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,404 | 0.72 | 1,474 | 11.68 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,400 | 4.58 | 3,567 | 25.29 | ||||
| 2025-08-12 | 13F | DnB Asset Management AS | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 3,136 | 202.70 | 2 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-05-09 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 3,991 | 4 |
