Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Haleon plc - Depositary Receipt (Common Stock) includ Harris Associates L P, Goodman Financial Corp, 2Xideas AG, Factory Mutual Insurance Co, CIBC Asset Management Inc, Quadrature Capital Ltd, NorthRock Partners, LLC, Alvarez & Marsal Private Wealth Partners, LLC, South Shore Capital Advisors, Keebeck Wealth Management, LLC, Pitcairn Wealth Advisors LLC, Tanager Wealth Management LLP, Tiaa-cref Individual & Institutional Services, Llc, Walleye Capital LLC, PharVision Advisers, LLC, Abel Hall, LLC, Greenspring Advisors, LLC, Tepp RIA, LLC, TCG Advisory Services, LLC, și VestGen Advisors, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3.819 | 27,30 | 39 | 46,15 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13.373 | 134 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 63.558 | 11,21 | 643 | 11,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.022.749 | 7,94 | 40.268 | 6,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 738 | 7 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 297.369 | 8,29 | 2.977 | 7,51 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 322 | 17,95 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 59.908 | 22,51 | 600 | 36,14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27.708 | 1,23 | 277 | 0,36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 980 | 10 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1.243 | 561,17 | 12 | 1.100,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.264.041 | 3,51 | 62.703 | 2,49 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 820.071 | 17,44 | 8 | 14,29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 4,90 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 275 | 3 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 257 | 3 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.933 | 109 | ||||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 20.141 | 202 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 113.969.159 | 5,58 | 1.140.831 | 4,54 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 69.078 | 34,27 | 698 | 31,95 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 53.465 | 535 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 404 | 257,52 | 4 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11.534 | 115 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 44.292 | 448 | ||||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104.389 | 5,04 | 1.045 | 3,98 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.816 | 64,20 | 18 | 63,64 | ||||
| 2026-05-11 | 13F | Commerce Bank | 19.679 | 68,56 | 197 | 66,10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.420 | 55 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1.100.190 | 11 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.034.778 | 28,37 | 70.418 | 27,12 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 251 | 3 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 9.114 | 91 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 226 | 2 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 4.639.437 | 2,93 | 46 | 2,22 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 78.464 | 0,41 | 785 | -0,63 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1.241 | 46,00 | 12 | 50,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 663.275 | 493,13 | 6.639 | 487,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29.305 | 27,85 | 292 | 26,41 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 222.708 | 136,38 | 2.229 | 134,14 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 16.407 | 7,86 | 164 | 7,19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 188.885 | 0,19 | 1.891 | -0,79 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 208.415 | 8,26 | 2.086 | 7,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5.632 | 387,62 | 56 | 409,09 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 1.662 | 17 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 441 | 17,60 | 4 | 33,33 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 29.271 | 0,12 | 293 | -0,68 | ||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 37.899 | 379 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 155.111 | 10,83 | 1.553 | 9,76 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 12.224 | 8,21 | 122 | 7,02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 14.583 | 13,37 | 143 | 11,81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 404.060 | 90,44 | 3.992 | 86,11 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.410 | 33,15 | 24 | 33,33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 820 | 105,00 | 8 | 100,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.712 | 17 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 13.464 | 135 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 5 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7.567 | 1,31 | 76 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 25 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19.053 | 49,48 | 193 | 68,42 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 67.965 | 9,32 | 680 | 8,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 33.747 | 2,61 | 337 | 1,81 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 67.378 | 3,93 | 674 | 2,90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9.086.528 | 2.454,64 | 89.048 | 2.377,00 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 749.365 | 31,20 | 7.501 | 29,91 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 120.238 | 6,19 | 1.204 | 5,16 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10.934.228 | 16,97 | 109.452 | 15,81 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 293 | 0,34 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 170.971 | 10,61 | 1.729 | 24,05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.431 | 34 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49.161 | 1,73 | 492 | 0,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 17.300 | 24,46 | 173 | 23,57 | |||
| 2026-05-15 | 13F | Hancock Whitney Corp | 13.405 | 8,86 | 125 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 638 | 7,59 | 6 | 20,00 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 54.856 | 15,58 | 549 | 14,61 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 40.028 | 163,05 | 401 | 194,12 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 63.447 | 184,78 | 1 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 1.134.531 | 13,97 | 11.357 | 12,84 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 1.610.721 | 470,16 | 16 | 700,00 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 249.796 | 4,03 | 2.500 | 2,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 553.252 | 16,99 | 5.538 | 15,83 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 76.704 | 16,51 | 768 | 15,34 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 295.125 | 1,20 | 2.954 | 0,20 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.104 | 300,00 | 11 | 450,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 112.695 | 2,99 | 1.128 | 1,99 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.017 | 2,01 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 414 | 4 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 83.677 | 0,62 | 838 | -0,36 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 240.252 | 2.405 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 33.068 | 29,71 | 331 | 28,79 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 260.541 | 30,89 | 2.608 | 29,88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 864 | 9,51 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 23.242 | 233 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 673.294 | 6.740 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3.869 | 10,54 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25.130 | 0,74 | 254 | 0,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 106.905 | 313,61 | 1.070 | 309,96 | ||||
| 2026-05-18 | 13F | Altshuler Shaham Ltd | 196.378 | 96,38 | 1.966 | 94,36 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 52.951 | 4,20 | 530 | 3,31 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 15.032.041 | 150.471 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 54.779 | 2,27 | 548 | 1,29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.200 | 204,57 | 12 | 300,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7.896 | 7,74 | 79 | 6,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3.407 | 7,61 | 34 | 6,25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10.190 | 102 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 46.876 | 13,72 | 469 | 12,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 166.608 | 21,01 | 1.668 | 19,84 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 64.274 | 643 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 379.350 | 3.797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 636.787 | 2,66 | 6.374 | 1,66 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 14.339 | 145 | ||||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 27.480 | 275 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 13.628 | 14,53 | 136 | 13,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.329.934 | 36,39 | 13.313 | 35,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 114.694 | 357,29 | 1.148 | 353,75 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 14.803 | 23,53 | 148 | 22,31 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15.349 | 154 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 327.131 | 3,85 | 3.275 | 2,83 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 13.073 | 131 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 148.676 | 10,40 | 1.488 | 9,33 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 172.976 | 0,31 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.845 | 18 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 388.159 | 0,28 | 3.885 | -0,72 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 11.913 | 10,78 | 119 | 10,19 | ||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 4.032.643 | 20,90 | 40.367 | 19,70 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 36.000 | 360 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2.215 | 930,23 | 22 | 2.100,00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 11.938 | 119 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 56.085 | 41,61 | 561 | 40,25 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 377 | 4 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 12.582 | 126 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 2 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 800 | 8 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 1.000 | 10 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1.096.123 | 10,05 | 10.972 | 8,97 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 209.065 | 2.093 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2.815 | 166,07 | 28 | 180,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12.960 | 130 | ||||||
| 2026-05-15 | 13F | EFG International AG | 2.954 | 28,16 | 30 | 26,09 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 927 | 9,19 | 9 | 12,50 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1.102 | 10,20 | 11 | 10,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.250.957 | 5,37 | 52.562 | 4,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10.500 | 105 | |||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 1.402 | 14 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 15.232 | 90,71 | 152 | 90,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 235.522 | 9,91 | 2.358 | 8,82 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 379.517 | 17,44 | 3.799 | 16,25 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 29.924 | 10,99 | 300 | 9,93 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 935.229 | 21,85 | 9.362 | 20,65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 433.893 | 0,65 | 4.343 | -0,34 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 122 | 1 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 663 | 95,58 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 684.558 | 20,61 | 6.852 | 19,41 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3.953.513 | 21.735,38 | 39.593 | 24.340,12 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12.982 | 15,15 | 130 | 14,16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 6.574.038 | 38,70 | 65.806 | 37,33 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 31.718.725 | 0,94 | 317.504 | -0,06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.063.916 | 8,45 | 30.671 | 7,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 14.922 | 14,25 | 149 | 12,88 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 443 | 4 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 70 | 1 | ||||||
| 2026-05-11 | 13F | 2Xideas AG | 437.469 | 2.159 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 8.922 | 14,38 | 89 | 14,10 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.162 | 8,24 | 62 | 7,02 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 36.478 | 0,78 | 365 | 0,00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 48.255 | 483 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 91.085 | 5,64 | 912 | 4,59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.872 | 29 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 10.092 | 101 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21.271 | 23,88 | 213 | 22,54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 660 | 102,45 | 7 | 100,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.002 | 402,01 | 30 | 400,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16.068 | 0,58 | 161 | -0,62 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 8.699.093 | 41,00 | 87.078 | 39,61 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 563 | 181,50 | 6 | 400,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11.514 | 8,09 | 115 | 7,48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 704.468 | 34,65 | 7.052 | 33,31 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 16.364 | 4,78 | 164 | 3,82 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 61.774 | 10,67 | 618 | 9,57 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 105.141 | 21,49 | 1.052 | 20,37 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 18 | 0 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.658 | 57 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.181.908 | 3,45 | 21.841 | 2,43 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 33.681 | 4,04 | 337 | 3,06 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 910 | 9 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 17.016 | 0,06 | 170 | -0,58 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 13.603 | 136 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 16.176 | 162 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 10.197 | 102 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 262 | 907,69 | 3 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.213 | 12 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 48.499 | 88,45 | 485 | 86,54 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 204 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 249.641 | 0,16 | 2.499 | -0,83 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 87.556 | 7,13 | 876 | 6,05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192.177 | 36,65 | 1.924 | 35,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 197.621 | 31,87 | 1.978 | 30,56 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1.147.659 | 11.488 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 93.822 | 939 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 213.938 | 7,39 | 2.142 | 6,31 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.303 | 101,39 | 13 | 116,67 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31.406 | 1,65 | 314 | 0,64 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 231.106 | 25,50 | 2.313 | 24,29 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 150.995 | 1.511 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 16.850 | 6,40 | 169 | 5,00 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 11.490 | 115 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25.138 | 12,37 | 254 | 27,00 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 62.904 | 51,03 | 630 | 49,41 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1.525.032 | 0,33 | 15.266 | -0,66 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 10.412 | 104 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 102.334 | 1.024 | ||||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 1.150.750 | 5,02 | 11.519 | 3,99 | ||||
| 2026-05-11 | 13F/A | PharVision Advisers, LLC | 12.303 | 123 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 25.986 | 11,62 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 31.874 | 20,52 | 319 | 19,48 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1.725.059 | 70,25 | 17.251 | 68,90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 97.069 | 118,68 | 972 | 116,74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28.640 | 38,67 | 287 | 37,50 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57.526 | 64,28 | 576 | 62,43 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 79.121 | 14,98 | 792 | 13,96 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3.119 | 31 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 118.327 | 59,14 | 1.184 | 57,66 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 49.562 | 496 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 67.902 | 1,02 | 680 | 0,00 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 12.562 | 12,29 | 126 | 10,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 371.702 | 12,58 | 3.721 | 11,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.879 | 587,60 | 59 | 625,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 129.153 | 0,71 | 1.293 | -0,31 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 225 | 80,00 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 587 | 4,63 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 80 | 1 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1.897.694 | 18,73 | 18.996 | 17,56 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 43.277 | 18,41 | 433 | 17,34 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 38.423 | 6,41 | 385 | 5,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 498.893 | 5,74 | 4.994 | 4,68 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.456 | 35 | ||||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 32.950 | 330 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 39.991 | 28,25 | 400 | 26,98 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 247.741 | 17,01 | 2.480 | 15,84 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 219.187 | 15,29 | 2.194 | 14,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 155.748 | 24,39 | 1.559 | 23,24 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 8.470 | 428,38 | 85 | 425,00 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 28.464 | 285 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 224 | 2 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6.492 | 8,89 | 65 | 6,67 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.944 | 6,17 | 19 | 5,56 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 795.403 | 3,70 | 7.962 | 2,67 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 24.246 | 243 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.748 | 98 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 15.673 | 11,53 | 157 | 9,86 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 138.272 | 3,51 | 1.384 | 2,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40.396 | 2,46 | 404 | 1,51 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 346 | 16,11 | 3 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8.279.468 | 2,21 | 82.795 | 1,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 11.009 | 9,79 | 110 | 8,91 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 521 | 5 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.745 | 24,90 | 47 | 23,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.750.087 | 6,71 | 17.518 | 5,66 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 13.247 | 4,00 | 133 | 3,13 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 362.422 | 5,85 | 3.628 | 4,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19.339 | 4,03 | 194 | 3,21 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.291.768 | 48,95 | 22.941 | 47,48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 330 | 3 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 43.714 | 13,59 | 435 | 12,44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22.522 | 3,64 | 225 | 2,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16.091 | 150 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 102.062 | 7,48 | 1.018 | 6,49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.063.693 | 3,61 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.039.677 | 1,61 | 10.407 | 0,61 | ||||
| 2026-05-12 | 13F | Creative Planning | 630.997 | 19,37 | 6.316 | 18,19 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62.119 | 14,13 | 622 | 12,91 | ||||
| 2026-02-13 | 13F | Barclays Plc | 580.657 | 115,06 | 5.870 | 142,46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9.648 | 33,33 | 97 | 31,51 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 4.881.337 | 1,33 | 48.862 | 0,33 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 69.250 | 8,54 | 693 | 7,44 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 41.583 | 20,34 | 416 | 19,20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 29.472 | 38,21 | 295 | 37,21 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 576 | 6 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 19.682 | 7,45 | 197 | 6,49 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 45.058 | 451 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22.289 | 1,85 | 223 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 459.205 | 3,05 | 4.597 | 2,02 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 196.537 | 1.967 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 18.600 | 1,63 | 186 | 0,54 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5.178 | 81,88 | 52 | 82,14 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 473.692 | 29,97 | 4.742 | 28,69 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 16.162 | 4,25 | 162 | 3,21 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12.851 | 129 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 64.280 | 16,10 | 643 | 15,03 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 11.292 | 2,69 | 113 | 1,80 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 2.803.530 | 27.393,67 | 28.063 | 27.145,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 50.285 | 45,56 | 503 | 44,13 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 13.901 | 5,92 | 139 | 5,30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 31.187 | 39,90 | 312 | 38,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.733 | 33,58 | 27 | 35,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 138.779 | 9,08 | 1.374 | 8,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14.816 | 160,20 | 148 | 157,89 | ||||
| 2026-02-10 | 13F | Norges Bank | 16.175.000 | 163.529 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 11.748 | 118 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 39.744 | 398 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1.322 | 54,44 | 13 | 62,50 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 17.285 | 32,54 | 173 | 32,06 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 271.574 | 2.718 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 451.649 | 214,74 | 5 | 300,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1.221.499 | 11,80 | 12.227 | 10,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.508 | 2,86 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 280 | 3 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 393 | 133,93 | 4 | 200,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 5 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 39.362 | 6,99 | 394 | 6,20 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 14.674.518 | 82,81 | 146.892 | 81,00 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24.375 | 77,31 | 244 | 76,09 |
