Mga Batayang Estadistika
| Pemilik Institusional | 138 total, 138 long only, 0 short only, 0 long/short - change of -2.84% MRQ |
| Alokasi Portofolio Rata-rata | 0.0912 % - change of 14.99% MRQ |
| Saham Institusional (Jangka Panjang) | 12,986,499 (ex 13D/G) - change of -0.15MM shares -1.16% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 134,616 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Calamos Convertible and High Income Fund (US:CHY) memiliki 138 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 12,986,499 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Morgan Stanley, Guggenheim Capital Llc, Pacific Wealth Strategies Group, Inc., Cornerstone Advisory, LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, and Greatmark Investment Partners, Inc. .
Struktur kepemilikan institusional Calamos Convertible and High Income Fund (NasdaqGS:CHY) 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 10.99 / share. Previously, on September 9, 2024, the share price was 11.61 / share. This represents a decline of 5.34% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-10-07 | MetLife Investment Management, LLC | 740,000 | 800,000 | 8.11 | 55.56 | 9.59 | ||
| 2024-08-30 | NORTHWESTERN MUTUAL LIFE INSURANCE CO | 640,000 | 44.44 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,000 | 100.00 | 22 | 110.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71,912 | 190.86 | 790 | 217.27 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 240,984 | 78.66 | 3 | 100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15,972 | 1.53 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 51,231 | -8.23 | 563 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 26,810 | -19.51 | 295 | -12.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 249,530 | 13.85 | 2,742 | 23.85 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 395 | 0.00 | 4 | 33.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 600 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 719,293 | 2.57 | 7,905 | 11.62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,152,461 | 99.38 | 12,666 | 116.98 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 102 | -96.95 | 1 | -96.97 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,100 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 17,103 | 0.00 | 188 | 8.72 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 30,668 | 5.31 | 337 | 14.63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24,065 | 0.59 | 264 | 9.54 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 103,903 | -4.61 | 1,142 | 3.73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,274 | 169.99 | 47 | 206.67 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 40,250 | 0.25 | 442 | 8.89 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10,825 | 119 | ||||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 23,828 | 0.00 | 262 | 8.75 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 24,032 | 4.07 | 264 | 13.30 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 209,155 | 2,299 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,040 | 0.00 | 33 | 10.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24,108 | 265 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 640,471 | -10.28 | 7,020 | -2.64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 44,875 | -4.04 | 493 | 4.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20,876 | -8.81 | 229 | -0.87 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,000 | 76 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11,845 | 0.00 | 130 | 9.24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,898 | 4.88 | 98 | 14.12 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16,487 | -19.64 | 181 | -12.56 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 50 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22,877 | 2.02 | 252 | 10.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70,567 | 9.52 | 776 | 19.23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,029 | 197.84 | 33 | 230.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,948 | 2.95 | 43 | 13.16 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 258,200 | 0.23 | 2,838 | 9.07 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 10,891 | 2.23 | 120 | 11.21 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25,100 | 8.49 | 276 | 18.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 161,068 | 6.46 | 1,770 | 15.84 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 238,817 | -10.33 | 2,625 | -2.45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16,869 | 186 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64,610 | 0.51 | 710 | 9.40 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,565 | 0.00 | 72 | 9.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,682 | 238 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5,407 | 59 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 637 | 0.00 | 7 | 16.67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 30,909 | -14.32 | 340 | -6.87 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66,416 | 0.53 | 730 | 9.30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180,271 | 4.59 | 2 | 0.00 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 16,489 | 0.00 | 181 | 9.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,092 | -2.28 | 189 | 7.39 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 39,130 | -1.79 | 430 | 6.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,480 | 1,875.00 | 104 | 2,500.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10,000 | 0.00 | 110 | 7.92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 122,044 | -0.27 | 1,341 | 8.58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27,459 | 0.00 | 302 | 8.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 46,260 | -0.91 | 508 | 7.86 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,448 | 2.86 | 27 | 8.33 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 248 | -99.29 | 2 | -99.72 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,052 | 3.04 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21,038 | 0.00 | 231 | 8.96 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10,000 | 0.00 | 110 | 7.92 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 423,931 | -0.19 | 4,659 | 7.77 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 61,929 | -3.68 | 681 | 4.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19,579 | -1.22 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,000 | 0.00 | 11 | 0.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 395 | 4 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16,705 | 0.23 | 184 | 8.93 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 41,696 | -3.06 | 458 | 16.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 926,509 | -6.35 | 10,182 | 1.90 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 106,100 | -42.70 | 1,166 | -57.75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,282,380 | 2.31 | 14,093 | 11.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99,271 | -18.27 | 1,091 | -11.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,804 | 20 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,507 | 0.00 | 17 | 6.67 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 26,881 | 0.39 | 295 | 9.26 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 192,028 | -28.85 | 2,110 | -22.57 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 17,500 | 0.00 | 192 | 9.09 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 10,748 | -49.98 | 118 | -45.62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,192 | -4.40 | 233 | 4.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,534 | -3.89 | 434 | 4.58 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25,822 | 284 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 49,770 | 0.00 | 547 | 8.76 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14,334 | -1.74 | 158 | 6.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 133,951 | -5.90 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,322 | 3.04 | 37 | 12.50 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,396 | 0.07 | 312 | 9.09 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17,592 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,500 | 0.00 | 16 | 6.67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,546 | 0.00 | 72 | 7.58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 300,475 | 7.82 | 3,302 | 17.34 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,358 | 0.00 | 15 | 7.69 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,695 | 1.38 | 19 | 12.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 169,991 | 7.63 | 1,868 | 17.12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,300 | 0.00 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 291,249 | -0.18 | 3,201 | 8.62 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 66,563 | 26.26 | 732 | 37.41 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,708 | -40.34 | 30 | -47.27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 99,541 | 26.59 | 1,094 | 37.66 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,850 | -7.98 | 141 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,900 | 0.00 | 43 | 7.69 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16,033 | 34.63 | 176 | 46.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 131,228 | 0.00 | 1,442 | 8.83 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 226,683 | 59.11 | 2,491 | 73.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,813 | 0.00 | 64 | 8.62 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,250 | 0.00 | 14 | 8.33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,907 | 0.00 | 21 | 17.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,489,146 | -36.40 | 16,366 | -30.79 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,314 | 0.00 | 36 | 9.09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 224,899 | -11.68 | 2,472 | -3.89 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 22,540 | 68.65 | 248 | 84.33 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 10,043 | 110 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 235,841 | -0.07 | 2,592 | 8.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 119,862 | 13.53 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,365 | 1.54 | 136 | 9.76 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 600 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,616 | 0.00 | 40 | 8.33 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 30,000 | 100.00 | 330 | 117.88 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 30,000 | 0.00 | 330 | 8.58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 53,820 | 0.00 | 591 | 8.84 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,500 | 0.00 | 38 | 8.57 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18,199 | 200 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 193,970 | 6.94 | 2,132 | 16.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30,278 | 18.82 | 333 | 29.18 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 133,800 | -7.42 | 1,470 | 0.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,396 | -5.77 | 125 | 2.46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19,173 | 2.97 | 211 | 11.70 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 22,019 | -2.46 | 242 | 6.17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 30,589 | 5.23 | 336 | 14.68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68,815 | 756 |
