HLN / Haleon plc - Depositary Receipt (Common Stock) - Propriedade Institucional - Vendedores

Haleon plc - Depositary Receipt (Common Stock)
US ˙ NYSE

Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 75,499 -29.23 750 -31.60
2026-05-01 13F Wealthspire Advisors, LLC 0 -100.00 0
2026-05-11 13F POM Investment Strategies, LLC 10 -33.33 0
2026-05-22 13F Wellington Grp LLC 0 -100.00 0 -100.00
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-05-15 13F National Bank Of Canada /fi/ 6,031 -66.21 60 -66.67
2026-02-13 13F Sei Investments Co 678,621 -7.45 6,861 4.30
2026-02-13 13F Squarepoint Ops LLC 0 -100.00 0
2026-02-13 13F PARK CIRCLE Co 0 -100.00 0
2026-05-12 13F M&t Bank Corp 66,454 -17.67 665 -18.50
2026-05-15 13F IHT Wealth Management, LLC 16,107 -0.60 161 -1.23
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0
2026-04-28 13F Stephens Inc /ar/ 93,085 -2.68 932 -3.72
2026-01-22 13F Bear Mountain Capital, Inc. 0 -100.00 0
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 2,425 -11.01 0
2026-05-06 13F Euro Pacific Asset Management, LLC 87,897 -1.94 1
2026-04-07 13F Central Pacific Bank - Trust Division 42,940 -2.05 430 -3.16
2026-05-11 13F Caitong International Asset Management Co., Ltd 237 -94.35 2 -95.24
2026-05-08 13F Minot DeBlois Advisors LLC 0 -100.00 0
2026-04-29 13F Cary Street Partner Investment Advisory Llc 4,633 -15.58 46 -16.36
2026-05-15 13F IMG Wealth Management, Inc. 0 -100.00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 59,679 -3.94 597 -4.94
2026-01-23 13F TFC Financial Management 0 -100.00 0
2026-02-17 13F Brevan Howard Capital Management LP 0 -100.00 0
2026-05-14 13F Dynasty Wealth Management, Llc 67,377 -18.91 674 -19.67
2026-04-28 13F Kathmere Capital Management, LLC 34,900 -20.15 349 -20.86
2026-05-14 13F Dorsey & Whitney Trust CO LLC 28,109 -2.13 281 -3.10
2026-04-16 13F SG Americas Securities, LLC 0 -100.00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100.00 0
2026-05-13 13F DRW Securities, LLC 0 -100.00 0
2026-04-30 13F Independence Bank of Kentucky 1,230 -11.76 12 -14.29
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3,200 -10.49 32 -11.11
2026-01-14 13F Baron Wealth Management LLC 0 -100.00 0
2026-02-13 13F Macquarie Group Ltd 0 -100.00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 79,944 -7.65 800 -8.57
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0
2026-02-17 13F GAM Holding AG 594,409 -2.02 6,009 10.44
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-04-20 13F Fiduciary Alliance LLC 11,076 -5.14 107 -10.17
2026-05-11 13F WealthTrust Axiom LLC 47,086 -0.42 471 -1.46
2026-02-23 13F Virtu Financial LLC 0 -100.00 0
2026-05-04 13F Calamos Advisors LLC 96,776 -0.09 969 -1.12
2026-05-15 13F Wallace Capital Management Inc. 20,211 -17.68 202 -18.55
2026-05-13 13F NewEdge Wealth, LLC 80,759 -11.99 808 -12.84
2026-04-23 13F Oppenheimer & Co Inc 22,298 -9.89 223 -10.80
2026-05-12 13F Invesco Ltd. 17,883 -16.28 179 -16.74
2026-05-15 13F AlphaCore Capital LLC 11,656 -66.94 117 -67.42
2026-05-11 13F Clark Estates Inc/ny 1,400,000 -22.22 14,014 -22.99
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 12,004 -0.78 120 -1.64
2026-02-13 13F Centiva Capital, LP 0 -100.00 0
2026-02-18 13F Caitlin John, LLC 0 -100.00 0
2026-05-11 13F a16z Perennial Management, L.P. 0 -100.00 0
2026-04-22 13F Sterling Capital Management LLC 94,183 -6.72 943 -7.65
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100.00 0
2026-05-15 13F Citadel Advisors Llc 1,001,865 -86.61 10,029 -86.74
2026-05-15 13F Aristotle Capital Management, LLC 7,663,514 -2.07 76,712 -3.04
2026-05-15 13F Ascent Group, LLC 64,438 -1.59 645 -2.42
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-02-12 13F Scotia Capital Inc. 0 -100.00 0
2026-05-15 13F Aquatic Capital Management LLC 0 -100.00 0
2026-05-08 13F Valeo Financial Advisors, LLC 22,220 -15.43 222 -16.23
2026-04-09 13F Keystone Financial Planning, Inc. 52,505 -3.42 526 -4.37
2026-05-15 13F Vestmark Advisory Solutions, Inc. 325,158 -3.18 3,255 -4.15
2026-05-14 13F Kilter Group LLC 93 -25.00 1 -100.00
2026-05-15 13F Toronto Dominion Bank 0 -100.00 0
2026-01-29 13F Advantage Trust Co 0 -100.00 0
2026-04-22 13F Larry Mathis Financial Planning, LLC 19,784 -0.12 198 -1.00
2026-02-11 13F Twin Tree Management, LP Call 0 -100.00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 476,263 -3.30 4,767 -4.26
2026-05-06 13F Tweedy, Browne Co LLC 72,750 -4.94 728 -5.82
2026-05-15 13F Tower Research Capital LLC (TRC) 115 -99.81 1 -99.84
2026-01-15 13F Meyer Handelman Co 0 -100.00 0
2026-05-15 13F Goldman Sachs Group Inc 6,127,452 -41.31 61,336 -41.90
2026-05-15 13F MidFirst Bank 597 -94.60 6 -95.50
2026-01-15 13F Fortitude Family Office, LLC 0 -100.00 0
2026-05-05 13F Marks Group Wealth Management, Inc 30,787 -1.12 308 -1.91
2026-05-11 13F Seeds Investor Llc 16,909 -19.26 164 -22.27
2026-05-15 13F Voloridge Investment Management, Llc 1,667,494 -52.43 16,692 -52.90
2026-04-10 13F Baker Tilly Financial, Llc 74,606 -1.73 747 -2.74
2026-05-13 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2026-05-15 13F AIMZ Investment Advisors, LLC 52,128 -9.54 522 -10.48
2026-05-15 13F Wellington Management Group Llp 4,828,648 -3.28 48,335 -4.24
2026-04-30 13F Kestra Advisory Services, LLC 42,584 -24.88 426 -25.65
2026-04-23 13F Ewa, Llc 18,167 -5.22 182 -6.22
2026-04-28 13F Busey Wealth Management 0 -100.00 0
2026-02-04 13F Legacy Financial Advisors, Inc. 0 -100.00 0
2026-04-22 13F Ariston Services Group 0 -100.00 207 -0.96
2026-05-13 13F Magnetar Financial LLC 0 -100.00 0
2026-05-05 13F Prospect Financial Group LLC 11,117 -12.19 111 -13.28
2026-05-15 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 2,395 -6.52 24 -8.00
2026-05-29 13F Keel Point, LLC 0 -100.00 0
2026-04-08 13F West Financial Advisors, LLC 0 -100.00 0
2026-05-13 13F SRS Capital Advisors, Inc. 2,927 -66.33 29 -66.67
2026-04-27 13F Marotta Asset Management 11,630 -0.08 116 -1.71
2026-04-24 13F Profund Advisors Llc 50,589 -13.47 506 -14.38
2026-05-12 13F Cambiar Investors Llc 51,017 -23.08 511 -23.88
2026-04-17 13F/A Founders Financial Securities Llc 203,046 -4.85 2,032 -5.80
2026-05-11 13F Bailard, Inc. 20,979 -1.32 210 -1.87
2026-05-11 13F First National Bank Of Omaha 14,327 -19.43 143 -20.11
2026-05-05 13F Newbridge Financial Services Group, Inc. 126 -31.89 1 0.00
2026-05-13 13F Acumen Wealth Advisors, LLC 291,363 -25.41 2,917 -26.16
2026-04-17 13F AdvisorNet Financial, Inc 5,971 -2.07 60 -3.28
2026-04-27 13F Proathlete Wealth Management Llc 0 -100.00 0
2026-05-15 13F Peapack Gladstone Financial Corp 40,820 -1.49 0
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-05-11 13F Salomon & Ludwin, LLC 1,786 -0.28 18 -5.56
2026-05-15 13F Optiver Holding B.V. 0 -100.00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-02-17 13F Cresset Asset Management, LLC 0 -100.00 0 -100.00
2026-04-28 13F Fundamentun, Llc 11,261 -8.63 113 -9.68
2026-01-27 13F Proffitt & Goodson Inc 0 -100.00 0
2026-04-16 13F Diversified Trust Co 32,124 -2.22 322 -3.31
2026-05-14 13F Dodge & Cox 146,539,663 -3.44 1,466,862 -4.39
2026-05-08 13F Addison Advisors LLC 3,618 -1.09 36 0.00
2026-04-24 13F Keybank National Association/oh 207,523 -1.25 2,077 -2.21
2026-05-01 13F New Republic Capital, LLC 18,954 -43.39 190 -44.08
2026-05-15 13F Susquehanna International Group, Llp Call 34,100 -38.22 341 -38.89
2026-04-17 13F Essex Savings Bank 0 -100.00 0
2026-04-29 13F Axxcess Wealth Management, Llc 59,108 -6.04 592 -7.08
2026-04-23 13F American National Bank 0 -100.00 0
2026-05-13 13F Ingalls & Snyder Llc 24,189 -1.23 0
2026-05-07 13F Johnson Financial Group, Inc. 0 -100.00 0
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100.00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 0 -100.00 0
2026-05-13 13F Martin Investment Management, LLC 33,170 -21.67 332 -22.43
2026-05-04 13F Citizens National Bank Trust Department 3,014 -8.00 30 -9.09
2026-05-04 13F Abc Arbitrage Sa 477,377 -82.89 4,779 -83.06
2026-02-10 13F KERR FINANCIAL PLANNING Corp 0 -100.00 0
2026-05-01 13F Fifth Third Bancorp 217,156 -1.55 2,174 -2.56
2026-05-13 13F Bank Of Montreal /can/ 946,633 -88.86 9,476 -88.97
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 4,356,376 -2.26 43,607 -3.23
2026-05-08 13F Moors & Cabot, Inc. 12,759 -21.89 128 -23.03
2026-05-12 13F BOK Financial Private Wealth, Inc. 0 -100.00 0
2026-02-17 13F Jain Global LLC 0 -100.00 0
2026-05-13 13F AE Wealth Management LLC 17,213 -6.00 172 -7.03
2026-05-14 13F Beaird Harris Wealth Management, LLC 282 -12.15 3 -33.33
2026-05-15 13F Brown Advisory Inc 79,376 -7.53 795 -8.42
2026-05-11 13F CAPROCK Group, Inc. 0 -100.00 0
2026-02-13 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2026-05-07 13F Dimensional Fund Advisors Lp 464,724 -1.67 4,652 -2.66
2026-04-15 13F Douglas Lane & Associates, LLC 6,693,783 -1.00 67,005 -1.98
2026-04-24 13F Root Financial Partners, LLC 1,663 -16.93 17 -20.00
2026-02-09 13F Atlantic Trust, LLC 0 -100.00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1,097 -34.47 10 -37.50
2026-05-12 13F Fielder Capital Group LLC 22,510 -1.64 225 -2.60
2026-05-15 13F FIL Ltd 4,541 -2.09 45 -2.17
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 0 -100.00 0
2026-02-13 13F Aigen Investment Management, Lp 0 -100.00 0
2026-05-13 13F Calton & Associates, Inc. 0 -100.00 0
2026-04-06 13F Old Port Advisors 0 -100.00 0
2026-04-07 13F Park Avenue Securities Llc 113,147 -1.04 1 0.00
2026-05-15 13F Sculptor Capital LP 5,300,868 -49.30 53,062 -49.80
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100.00 0
2026-04-14 13F American State Bank (Iowa) 0 -100.00 0
2026-05-05 13F Cullen/frost Bankers, Inc. 6,182 -15.07 62 -16.44
2026-02-12 13F CIBC Private Wealth Group, LLC 10,044 -43.91 102 -36.87
2026-04-14 13F Drive Wealth Management, Llc 98,513 -0.39 986 -1.30
2026-04-13 13F Highland Capital Management, Llc 22,395 -0.22 224 -0.88
2026-01-15 13F Frank, Rimerman Advisors LLC 0 -100.00 0
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-05-08 13F Endowment Wealth Management, Inc. 10,062 -1.44 101 -2.91
2026-05-12 13F Community Bank, N.A. 0 -100.00 0
2026-02-09 13F Prospera Financial Services Inc 0 -100.00 0
2026-02-17 13F Clear Street Markets Llc 0 -100.00 0
2026-04-27 13F Lafayette Investments, Inc. 28,804 -1.03 288 -2.04
2026-02-13 13F Seven Mile Advisory 0 -100.00 0
2026-04-30 13F Simplicity Wealth,LLC 30,523 -30.84 306 -31.61
2026-05-15 13F Silvercrest Asset Management Group Llc 192,126 -9.09 1,923 -9.97
2026-05-04 13F Mml Investors Services, Llc 119,786 -12.29 1,199 -13.12
2026-05-15 13F Harding Loevner Lp 15,712,550 -5.44 157,234 -6.38
2026-05-08 13F King Luther Capital Management Corp 39,266 -26.33 393 -26.95
2026-05-04 13F Checchi Capital Advisers, LLC 13,875 -4.48 139 -5.48
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100.00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2026-04-07 13F Eastern Bank 2,235 -21.16 22 -21.43
2026-05-05 13F Excalibur Management Corp 0 -100.00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 32,806 -48.52 328 -49.07
2026-02-12 13F Pitcairn Co 0 -100.00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-04-29 13F Garner Asset Management Corp 0 -100.00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 445 -99.88 4 -99.89
2026-02-12 13F Renaissance Technologies Llc 0 -100.00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 54,545 -0.93 1
2026-05-29 13F Asset Dedication, LLC 256 -28.09 3 -33.33
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-04-30 13F Private Trust Co Na 8,643 -0.18 87 -1.15
2026-02-10 13F NINE MASTS CAPITAL Ltd 0 -100.00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 249,107 -0.00 2,494 -0.99
2026-05-15 13F Warren Averett Asset Management, LLC 55,485 -9.56 555 -10.48
2026-05-13 13F Transmarket Holdings LP 0 -100.00 0
2026-01-27 13F Optas, LLC 0 -100.00 0 -100.00
2026-05-01 13F Thrivent Financial For Lutherans 23,277 -3.02 0
2026-05-05 13F Regions Financial Corp 132,712 -5.12 1,328 -6.08
2026-05-13 13F Federation des caisses Desjardins du Quebec 13,659 -14.31 137 -15.53
2026-04-08 13F Heritage Family Offices, LLP 43,689 -38.88 437 -39.47
2026-04-30 13F Manning & Napier Advisors Llc 306,509 -1.40 3,068 -2.36
2026-04-29 13F Nicholas Hoffman & Company, LLC. 11,621 -0.30 116 -0.85
2026-04-07 13F Signaturefd, Llc 98,608 -6.24 987 -7.15
2026-05-14 13F Bank Of Nova Scotia 0 -100.00 0
2026-04-27 13F PFG Investments, LLC 18,474 -7.98 185 -8.91
2026-05-04 13F Geneos Wealth Management Inc. 705 -32.15 7 -30.00
2026-05-14 13F Natixis 0 -100.00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 293,965 -7.73 2,943 -8.63
2026-05-14 13F EP Wealth Advisors, Inc. 22,560 -0.05 226 -1.32
2026-05-15 13F Mane Global Capital Management Lp 0 -100.00 0
2026-02-10 13F ESL Trust Services, LLC 0 -100.00 0
2026-05-15 13F Laird Norton Trust Company, Llc 146,703 -2.16 1,468 -3.10
2026-05-08 13F SHP Wealth Management 1,011 -13.96 10 -9.09
2026-04-20 13F City State Bank 2,483 -9.97 25 -11.11
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-05-08 13F Kahn Brothers Group Inc /de/ 56,431 -13.61 565 -14.55
2026-05-15 13F Chilton Investment Co Llc 0 -100.00 0
2026-05-15 13F Ancora Advisors, LLC 4,555 -10.97 46 -11.76
2026-05-15 13F Toroso Investments, LLC 1,169,469 -18.45 11,706 -19.26
2026-01-21 13F Greenleaf Trust 0 -100.00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100.00 0
2026-05-12 13F WCG Wealth Advisors LLC 104,689 -10.76 1,048 -11.72
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100.00 0 -100.00
2026-05-13 13F Natixis Advisors, L.p. 9,198,299 -8.05 92 -8.91
2026-02-03 13F Canal Insurance CO 0 -100.00 0
2026-05-08 13F McAdam, LLC 10,349 -24.38 104 -25.36
2026-02-17 13F Millennium Management Llc 0 -100.00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 265 -80.15 3 -84.62
2026-05-13 13F Callan Family Office, LLC 734,570 -0.55 7,353 -1.53
2026-05-05 13F Bank of New York Mellon Corp 2,596,454 -2.14 25,990 -3.11
2026-05-14 13F Heathbridge Capital Management Ltd. 0 -100.00 0
2026-04-21 13F Torrey Growth & Income Advisors 45,434 -9.73 456 -10.24
2026-02-13 13F Entropy Technologies, LP 0 -100.00 0
2026-05-15 13F Balyasny Asset Management Llc 0 -100.00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100.00 0
2026-04-27 13F Td Private Client Wealth Llc 23,693 -5.10 237 -5.95
2026-05-14 13F Bollard Group LLC 9,209 -60.44 0
2026-05-14 13F Rockefeller Capital Management L.P. 5,103,509 -5.44 51,086 -6.38
2026-05-11 13F Sage Mountain Advisors LLC 0 -100.00 0
2026-05-14 13F Capital Fund Management S.a. 421,051 -26.51 4,215 -27.24
2026-05-14 13F We Are One Seven, LLC 69,869 -1.88 699 -2.78
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-14 13F Auxier Asset Management 36,876 -0.54 369 -1.34
2026-04-28 13F Stratos Wealth Partners, LTD. 10,131 -9.60 101 -10.62
2026-05-01 13F Lester Murray Antman dba SimplyRich 65,763 -0.89 1
2026-05-07 13F TCTC Holdings, LLC 0 -100.00 0
2026-05-15 13F LMR Partners LLP 0 -100.00 0
2026-05-01 13F Navigoe, LLC 233 -84.11 0
2026-05-15 13F Farringdon Capital, Ltd. 0 -100.00 0
2026-05-08 13F Coldstream Capital Management Inc 29,728 -17.94 298 -18.85
2026-05-15 13F Horizon Kinetics Asset Management Llc 12,900 -4.38 129 -5.15
2026-05-15 13F United Capital Financial Advisers, Llc 37,722 -2.23 378 -3.33
2026-05-12 13F Rsm Us Wealth Management Llc 198,007 -3.05 1,982 -3.69
2026-05-08 13F Blair William & Co/il 51,469 -0.33 515 -1.34
2026-05-14 13F Level Four Advisory Services, Llc 19,427 -2.08 194 -3.00
2026-05-05 13F SOUTH STATE Corp 0 -100.00 0
2026-01-23 13F Keener Financial Planning LLC 0 -100.00 0
2026-05-06 13F Cornerstone Planning Group LLC 1,453 -3.52 13 -13.33
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-04-24 13F National Asset Management, Inc. 10,077 -3.77 101 -4.76
2026-05-14 13F Bain Capital Public Equity, LP 0 -100.00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-04-29 13F R Squared Ltd 12,473 -68.48 125 -69.00
2026-05-12 13F Atlantic Union Bankshares Corp 3,724 -40.55 37 -41.27
2026-05-08 13F Align Financial, LLC 6,830 -90.11 68 -1.45
2026-02-09 13F MQS Management LLC 0 -100.00 0
2026-04-14 13F Nova Wealth Management, Inc. 0 -100.00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1,583,730 -2.62 15,853 -3.58
2026-05-07 13F West Family Investments, Inc. 13,260 -1.64 133 -2.94
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100.00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-02-17 13F Snowden Capital Advisors LLC 19,745 -17.66 200 -7.44
2026-02-13 13F Archetype Wealth Partners 0 -100.00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 34,883 -1.29 349 -2.24
2026-05-12 13F Sivia Capital Partners, LLC 0 -100.00 0
2026-05-15 13F Strive Financial Group ,LLC 0 -100.00 0
2026-05-12 13F Independent Advisor Alliance 30,373 -15.27 304 -16.02
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-04-21 13F Creative Capital Management Investments LLC 0 -100.00 0
2026-05-15 13F Manufacturers Life Insurance Company, The 1,131,403 -1.06 11,325 -2.04
2026-05-14 13F 1832 Asset Management L.P. 198,875 -83.46 1,991 -83.63
2026-04-10 13F Armstrong Advisory Group, Inc 962 -42.12 5 -58.33
2026-02-13 13F Centerpoint Advisors, LLC 0 -100.00 0
2026-03-17 13F Stance Capital Llc 0 -100.00 0
2026-04-24 13F Key FInancial Inc 1,000 -6.02 10 0.00
2026-02-12 13F StoneX Group Inc. 0 -100.00 0
2026-02-10 13F Quantbot Technologies LP 0 -100.00 0
2026-05-06 13F IMA Wealth, Inc. 284 -4.05 3 0.00
2026-04-22 13F Spire Wealth Management 4,014 -3.25 40 -2.44
2026-04-13 13F True Wealth Design, LLC 584 -17.75 6 -28.57
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 0 -100.00 0
2026-05-15 13F Citadel Advisors Llc Put 0 -100.00 0 -100.00
2026-04-23 13F Cornerstone Wealth Management, LLC 11,914 -2.13 119 -3.25
2026-04-30 13F First Horizon Corp 23,450 -23.25 235 -24.03
2026-04-23 13F Forum Financial Management, LP 0 -100.00 0
2026-03-05 13F/A Banco Santander, S.A. 0 -100.00 0
2026-02-04 13F Pure Financial Advisors, Inc. 0 -100.00 0
2026-05-05 13F Cherry Tree Wealth Management, LLC 111 -78.28 1 -80.00
2026-05-08 13F Steward Partners Investment Advisory, Llc 41,252 -24.78 413 -25.63
2026-05-13 13F Syon Capital Llc 74,898 -6.22 750 -7.19
2026-04-21 13F Mesirow Financial Investment Management, Inc. 0 -100.00 0
2026-05-15 13F Morgan Stanley 19,166,253 -10.84 191,854 -11.72
2026-02-05 13F Center for Financial Planning, Inc. 0 -100.00 0
2026-02-17 13F Cantor Fitzgerald, L. P. 0 -100.00 0 -100.00
2026-05-14 13F HighPoint Advisor Group LLC 0 -100.00 0 -100.00
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