Mga Batayang Estadistika
| Pemilik Institusional | 164 total, 164 long only, 0 short only, 0 long/short - change of 2.50% MRQ |
| Alokasi Portofolio Rata-rata | 0.1285 % - change of 0.82% MRQ |
| Saham Institusional (Jangka Panjang) | 6,592,093 (ex 13D/G) - change of 0.01MM shares 0.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 186,080 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Tri-Continental Corporation (US:TY) memiliki 164 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 6,592,093 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bard Financial Services, Inc., Lazard Asset Management Llc, Blue Bell Private Wealth Management, Llc, UBS Group AG, Allspring Global Investments Holdings, LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Kovitz Investment Group Partners, LLC, and Shaker Financial Services, LLC .
Struktur kepemilikan institusional Tri-Continental Corporation (NYSE:TY) 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 33.55 / share. Previously, on September 9, 2024, the share price was 31.74 / share. This represents an increase of 5.70% 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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 231 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 33,289 | -31.43 | 1,054 | -29.23 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,678 | -1.12 | 306 | 2.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 415,743 | 0.98 | 13,162 | 4.25 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 35,835 | 223.89 | 1,135 | 234.51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 232,393 | -8.77 | 7,358 | -5.82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263,482 | 1.49 | 8,342 | 4.76 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 8,300 | 2.47 | 263 | 5.65 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 154,054 | 14.30 | 4,877 | 18.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,237 | 0.97 | 102 | 4.08 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4,600 | -8.00 | 146 | -5.23 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 203,381 | -1.15 | 6,438 | 2.03 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 9,266 | 0.00 | 293 | 3.17 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,057 | 0.00 | 97 | 3.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56,851 | 0.65 | 1,800 | 3.93 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 11,866 | -35.79 | 376 | -33.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55,026 | -6.37 | 2 | 0.00 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 38,360 | 4.35 | 1,196 | 1.53 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 63,022 | 2.47 | 1,995 | 5.78 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,483 | -0.22 | 395 | 3.13 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 8,000 | -77.58 | 253 | -77.61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 280 | 55.56 | 9 | 60.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 18,950 | 0.00 | 600 | 3.10 | ||||
| 2025-07-08 | 13F | Bard Financial Services, Inc. | 470,799 | 6.08 | 14,906 | 9.50 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 11,275 | 2.45 | 357 | 5.64 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 4,000 | 127 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 25,269 | 5.09 | 800 | 8.55 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72,715 | -3.05 | 2,302 | 0.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,387 | -0.55 | 582 | 2.65 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,109 | 0.00 | 35 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 1,224 | 0.00 | 39 | 2.70 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 29,345 | 0.00 | 929 | 3.22 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 667 | 0.00 | 20 | -9.52 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,314 | 0.00 | 42 | 2.50 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1,786 | 0.56 | 0 | |||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 11,061 | 0.00 | 349 | 2.96 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11,590 | -3.91 | 367 | -0.81 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 1,107 | 210.08 | 35 | 250.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,683 | 3.41 | 370 | 6.65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,922 | 1.68 | 409 | 5.14 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 311,551 | 12.66 | 9,864 | 16.30 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,500 | 0.00 | 79 | 3.95 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 14,323 | 3.40 | 453 | 6.84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,259 | 529.50 | 40 | 550.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,222 | 450 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55,277 | -2.57 | 1,750 | 0.57 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,000 | 0.00 | 63 | 3.28 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 5,324 | 0.00 | 158 | -8.67 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 17,452 | 0.10 | 553 | 3.37 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 179 | 2.87 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 62,617 | 3.15 | 1,982 | 6.50 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,073 | 2.87 | 256 | 6.25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 812 | 3.31 | 26 | 4.17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43,970 | 4.64 | 1,392 | 8.07 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 162,350 | 79.82 | 5,140 | 85.63 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6,359 | -4.07 | 201 | -0.99 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,509 | 0.00 | 269 | 3.46 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 211 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12,691 | 12.40 | 402 | 15.90 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,532 | 207 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14,951 | -0.10 | 473 | 3.05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 340,872 | 1.36 | 10,792 | 4.63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 48,502 | 69.51 | 1,536 | 75.03 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,657 | 4.16 | 84 | 7.69 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,718 | 5.48 | 276 | 9.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,101 | -8.75 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 6,578 | -5.05 | 208 | -1.89 | ||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 100 | 0.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 126,281 | 1.79 | 4,046 | 6.33 | ||||
| 2025-07-10 | 13F | Stolper Co | 58,389 | 5.46 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 98,126 | 1.61 | 3,107 | 4.90 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 139,177 | 5.36 | 4,406 | 11.01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,681 | 18.82 | 908 | 22.70 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 15,562 | -0.33 | 493 | 2.93 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,158 | 2.47 | 68 | 6.25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 85 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,899 | 2.43 | 60 | 7.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 509,441 | -10.00 | 16,129 | -7.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 7,449 | 236 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10,894 | 0.00 | 345 | 2.99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 | 0.00 | 8 | 0.00 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 7,689 | 0.00 | 243 | 3.40 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 64 | 0.00 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 11,723 | 2.47 | 371 | 6.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20,768 | 658 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21,101 | 2.85 | 668 | 6.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 25,153 | -3.81 | 796 | -0.75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 40,485 | 146.14 | 1,282 | 166.32 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 21,078 | 667 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4,990 | 0.00 | 158 | 2.61 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 12,720 | 0.00 | 403 | 3.08 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 24,416 | -40.16 | 773 | -38.21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 3,054 | 97 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 135 | 3.05 | 4 | 0.00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 161,836 | -1.27 | 5,124 | 1.91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,900 | 0.00 | 187 | 3.33 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,106 | -8.76 | 352 | -5.90 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 368 | 0.00 | 12 | 0.00 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 60,993 | -3.18 | 1,931 | -0.05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6,949 | 220 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 557 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 28,819 | 21.45 | 912 | 25.45 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 13,078 | -33.12 | 414 | -33.12 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 660 | 140.88 | 21 | 150.00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 27,607 | 0.00 | 874 | 3.31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,007 | -22.88 | 222 | -26.82 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,356 | -49.05 | 74 | -47.52 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,375 | -28.57 | 44 | -27.12 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,236 | -11.78 | 39 | -7.14 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 12,189 | -0.16 | 374 | -3.37 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 75,513 | 0.00 | 2,391 | 3.24 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2,726 | 0.00 | 86 | 3.61 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 134 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,603 | 241 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24,314 | 99.47 | 770 | 106.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,876 | -20.05 | 123 | -7.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 62,130 | 29.48 | 1,967 | 33.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 25,640 | -4.89 | 812 | -1.82 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 200 | 2.04 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,644 | 2.48 | 242 | 6.14 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 344 | 3.30 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 13,342 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,481 | 0.00 | 47 | 2.22 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 33,735 | -7.70 | 1,068 | -4.73 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,575 | 0.00 | 50 | 2.08 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 22,951 | 33.04 | 727 | 37.24 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 464 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 11,042 | 2.02 | 350 | 5.44 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 91,342 | 0.13 | 2,892 | 3.36 | ||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | 0.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,240 | 0.00 | 103 | 3.03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 16,574 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 85,464 | 3.31 | 2,706 | 6.62 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 31,602 | -1.42 | 1,001 | 1.73 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 10,137 | -5.82 | 321 | -3.03 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,801 | -5.21 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 91,486 | -3.56 | 2,896 | -0.45 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 370 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 7,577 | -16.97 | 240 | -14.34 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 35,443 | 1.95 | 1,122 | 5.25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,229 | 39 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,766 | 1.23 | 183 | 4.60 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 1,827 | 14.83 | 58 | 18.75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 93,327 | -8.38 | 2,955 | -5.44 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 19,882 | 0.00 | 629 | 3.28 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,105 | 0.00 | 35 | 3.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,255 | -29.52 | 261 | -27.30 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 131,968 | 4,178 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 992 | 0.00 | 31 | 3.33 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41,500 | -0.37 | 1 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 734 | 18.96 | 23 | 27.78 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 19,028 | 0.00 | 602 | 3.26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,338 | 0.21 | 137 | 3.79 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,406 | 0.00 | 108 | 2.88 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25,907 | -52.99 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 6,987 | 0.00 | 221 | 3.27 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 3,074 | 21.31 | 97 | 25.97 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 11,342 | 354 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 449,805 | 0.00 | 14 | 7.69 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 18,437 | 0.00 | 565 | -3.25 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12,611 | 8.61 | 399 | 12.08 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 30,851 | -5.59 | 977 | -2.59 |
