IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF - Propriedade Institucional - Vendedores

iShares Trust - iShares Expanded Tech-Software Sector ETF
US ˙ BATS ˙ US4642875151

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.

Upgrade para desbloquear dados premium.

Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-04-29 13F Lmcg Investments, Llc 8,357 -1.50 669 -25.45
2026-05-15 13F Investmark Advisory Group LLC 0 -100.00 0
2026-05-13 13F SRS Capital Advisors, Inc. 506 -91.34 41 -93.52
2026-02-17 13F Balyasny Asset Management Llc 0 -100.00 0 -100.00
2026-05-04 13F Wellington Shields Capital Management, LLC 0 -100.00 0
2026-04-28 13F South Shore Capital Advisors 2,511 -21.21 201 -40.18
2026-05-13 13F Franklin Resources Inc 4,491 -99.04 360 -99.27
2026-05-13 13F Bienville Capital Management, LLC 0 -100.00 0
2026-02-10 13F David R. Rahn & Associates Inc. 0 -100.00 0
2026-05-15 13F Warren Averett Asset Management, LLC 223,569 -44.61 17,897 -58.05
2026-04-09 13F TruWealth Advisors, LLC 0 -100.00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-05-11 13F Fortis Capital Management LLC 3,539 -0.03 283 -24.33
2026-05-15 13F United Capital Financial Advisers, Llc 6,568 -27.62 526 -45.26
2026-02-06 13F GPS Wealth Strategies Group, LLC 1,982 -86.26 209 -87.40
2026-04-07 13F Signaturefd, Llc 1,998 -28.41 160 -45.92
2026-04-27 13F Tennessee Valley Asset Management Partners 2,753 -45.38 220 -58.65
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 5,719 -42.13 458 -56.23
2026-05-07 13F Lyell Wealth Management, Lp 5,891 -53.69 472 -64.96
2026-01-12 13F KWB Wealth 0 -100.00 0
2026-04-22 13F Genesee Capital Advisors, LLC 9,577 -9.39 767 -31.42
2026-01-12 13F Abound Wealth Management 0 -100.00 0
2026-01-14 13F Embree Financial Group 0 -100.00 0
2026-05-15 13F Blue Chip Partners, Inc. 0 -100.00 0
2026-02-11 13F Parallel Advisors, LLC 7,374 -4.90 779 -12.57
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100.00 0
2026-05-13 13F Mariner, LLC 117,474 -23.81 9,404 -42.30
2026-04-30 13F Private Trust Co Na 4,624 -4.34 370 -27.45
2026-02-10 13F FDx Advisors, Inc. 0 -100.00 0 -100.00
2026-01-05 13F Chesapeake Asset Management Llc 285 -54.40 25 -59.68
2026-05-04 13F Redwood Park Advisors LLC 0 -100.00 0
2026-05-15 13F Summit Partners Public Asset Management, Llc Put 0 -100.00 0
2026-05-11 13F Estate Planners Group, LLC 0 -100.00 0
2026-04-10 13F IAM Advisory, LLC 0 -100.00 0
2026-01-26 13F Baxter Bros Inc 0 -100.00 0
2026-05-12 13F Cheviot Value Management, LLC 1,550 -13.89 124 -28.74
2026-05-15 13F Bawa N Mallick Trust 46,000 -9.81 3,682 -31.69
2026-02-13 13F Luminist Capital LLC 0 -100.00 0
2026-02-17 13F Moore Capital Management, Lp 0 -100.00 0
2026-04-08 13F Miracle Mile Advisors, LLC 7,894 -39.55 632 -54.28
2026-04-24 13F Keybank National Association/oh 7,855 -7.97 629 -30.38
2026-05-08 13F Retirement Planning Co of New England, Inc. 0 -100.00 0
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-04-22 13F Stone Point Wealth LLC 23,150 -8.14 1,853 -30.42
2026-04-15 13F Massachusetts Wealth Management 0 -100.00 0
2026-05-15 13F Barclays Plc 0 -100.00 0 -100.00
2026-05-13 13F Quantbot Technologies LP 0 -100.00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-01-12 13F Daymark Wealth Partners, Llc 0 -100.00 0
2026-05-14 13F IronBridge Private Wealth, LLC 0 -100.00 0
2026-05-15 13F Bank Of America Corp /de/ 3,520,404 -31.69 281,808 -48.26
2026-01-29 13F Comerica Bank 17,731 -6.64 1,874 -14.19
2026-02-17 13F Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 8,912 -4.43 713 -27.61
2026-04-15 13F Valley National Advisers Inc 16,023 -22.35 1 -50.00
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 1,403 -25.17 112 -43.43
2026-05-21 13F Raab & Moskowitz Asset Management LLC 8,249 -58.58 660 -68.63
2026-04-16 13F Lee Johnson Capital Management, Llc 0 -100.00 0
2026-05-04 13F Mml Investors Services, Llc 353,881 -13.87 28,328 -34.76
2026-05-15 13F CI Private Wealth, LLC 343,401 -24.22 27,489 -42.61
2026-05-04 13F Copia Wealth Management 1,070 -22.86 86 -41.78
2026-05-14 13F Brown Brothers Harriman & Co 0 -100.00 0
2026-05-15 13F Bramshill Investments, LLC 7,000 -60.00 560 -69.71
2026-05-13 13F Monetary Management Group Inc 6,675 -2.20 534 -25.94
2026-04-10 13F Ebert Capital Management Inc. 27,392 -18.25 2,193 -27.56
2026-01-05 13F Foguth Wealth Management, LLC. 0 -100.00 0
2026-05-01 13F Patten & Patten Inc/tn 37,277 -10.26 2,984 -32.03
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 443,036 -83.71 35,465 12,257.14
2026-05-05 13F Dudley Capital Management, Llc 0 -100.00 0
2026-05-14 13F Cito Capital Group, LLC 0 -100.00 0
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-04-13 13F Whalen Wealth Management Inc. 0 -100.00 0
2026-05-14 13F EP Wealth Advisors, Inc. 11,083 -13.30 887 -34.34
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 929,000 -46.42 74 -59.56
2026-01-05 13F Grant Private Wealth Management Inc 0 -100.00 0 -100.00
2026-05-12 13F Clark Wealth Partners 0 -100.00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 18,045 -11.71 1,445 -33.15
2026-05-15 13F Cascades Capital Asset Management, LLC 0 -100.00 0
2026-05-12 13F BlackDiamond Wealth Management Inc. 0 -100.00 0
2026-04-06 13F CX Institutional 350 -3.85 0
2026-04-28 13F McGuire Investment Group, LLC 0 -100.00 0
2026-04-28 13F Whittier Trust Co 320 -96.33 26 -97.26
2026-04-20 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2026-05-13 13F Lido Advisors, LLC 37,719 -63.09 3,020 -74.31
2026-02-13 13F Capstone Wealth Management Group, Llc 0 -100.00 0
2026-05-14 13F Hilltop Holdings Inc. 5,500 -8.65 440 -30.82
2026-02-13 13F Maven Securities LTD 0 -100.00 0
2026-05-15 13F IHT Wealth Management, LLC 4,377 -59.97 350 -69.70
2026-04-28 13F Ntv Asset Management Llc 4,757 -45.12 381 -58.52
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0
2026-05-04 13F Ktf Investments, Llc 0 -100.00 0
2026-05-28 13F Blue Fin Capital, Inc. 0 -100.00 0
2026-05-15 13F Turim 21 Investimentos Ltda. 6,100 -86.77 45 -87.06
2026-05-15 13F Two Sigma Investments, Lp 89,300 -52.30 7,148 -63.87
2026-04-29 13F United Asset Strategies, Inc. 0 -100.00 0
2026-01-28 13F Members Wealth Llc 0 -100.00 0
2026-04-30 13F DMG Group, LLC 0 -100.00 0
2026-04-24 13F Deltec Asset Management Llc 0 -100.00 0
2026-01-14 13F Mb, Levis & Associates, Llc 0 -100.00 0
2026-04-15 13F Tenzing Financial LLC 5,007 -2.23 394 -27.17
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-01-28 13F Confluence Wealth Services, Inc. 0 -100.00 0
2026-05-01 13F Mutual Advisors, LLC 5,121 -41.21 410 -55.54
2026-04-23 13F BXM Wealth LLC 0 -100.00 0
2026-02-09 13F Private Capital Advisors, Inc. 0 -100.00 0
2026-02-03 13F/A Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2026-04-22 13F Gemmer Asset Management LLC 0 -100.00 0
2026-05-12 13F Chicago Wealth Management, Inc. 0 -100.00 0
2026-05-13 13F Calton & Associates, Inc. 0 -100.00 0
2026-02-05 13F Accredited Investors Inc. 0 -100.00 0 -100.00
2026-05-15 13F Kcm Investment Advisors Llc 9,374 -5.54 750 -28.44
2026-05-14 13F Raymond James Financial Inc Put 0 -100.00 0 -100.00
2026-05-14 13F Atomi Financial Group, Inc. 0 -100.00 0
2026-04-21 13F Pinnacle Associates Ltd 11,223 -14.69 898 -35.40
2026-05-29 13F Mullaney, Keating & Wright, Inc. 0 -100.00 0
2026-05-12 13F One Capital Management, LLC 7,415 -1.58 594 -25.50
2026-02-17 13F Snowden Capital Advisors LLC 21,791 -4.77 2,303 -12.47
2026-01-15 13F Columbus Macro, LLC 0 -100.00 0
2026-04-21 13F Sequent Planning LLC 2,599 -4.10 208 -27.27
2026-05-08 13F Russell Investments Group, Ltd. 1,915 -0.16 153 -24.26
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2026-02-11 13F Prudential Plc 0 -100.00 0
2026-02-13 13F Colony Group, LLC 72,155 -34.20 7,641 -39.09
2026-04-28 13F Harbor Capital Advisors, Inc. 1,405 -96.36 0 -100.00
2026-05-04 13F Wellington Shields & Co., LLC 0 -100.00 0
2026-01-14 13F Wolff Wiese Magana Llc 0 -100.00 0
2026-04-22 13F Tepp RIA, LLC 0 -100.00 0
2026-05-07 13F Crewe Advisors LLC 17 -94.20 1 -96.67
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-04-28 13F Paller Financial Services Inc 0 -100.00 0
2026-05-05 13F Crestwood Advisors Group LLC 58,474 -65.20 4,681 -73.65
2026-05-15 13F Advisor Group Holdings, Inc. 207,713 -31.10 16,627 -47.82
2026-02-13 13F Hudson Bay Capital Management LP Put 0 -100.00 0
2026-04-15 13F Parsons Capital Management Inc/ri 12,300 -1.35 985 -25.28
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 0 -100.00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 467 -31.52 37 -48.61
2026-02-10 13F CFS Investment Advisory Services, LLC 0 -100.00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 3,150 -84.70 252 -88.42
2026-05-12 13F CIBC Bancorp USA Inc. 5,695 -14.12 456 -40.29
2026-05-14 13F Capital Fund Management S.a. 0 -100.00 0
2026-01-21 13F/A Winthrop Advisory Group LLC 0 -100.00 0
2026-02-05 13F Leuthold Group, Llc 0 -100.00 0 -100.00
2026-04-28 13F Cordoba Advisory Partners LLC 26,409 -10.00 2,113 -31.89
2026-05-04 13F Nwam Llc 0 -100.00 0
2026-05-01 13F Ring Mountain Capital, LLC 0 -100.00 0
2026-05-06 13F Kesler, Norman & Wride, LLC 5,757 -12.71 461 -34.00
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100.00 0
2026-05-06 13F Aire Advisors, Llc 0 -100.00 0
2026-04-24 13F Financial Life Planners 0 -100.00 0
2026-05-13 13F Brinker Capital Investments, LLC 0 -100.00 0
2026-05-14 13F Neuberger Berman Group LLC 4,600 -82.01 368 -86.38
2026-04-22 13F Peak Financial Advisors Llc 0 -100.00 0
2026-05-12 13F Asset One Wealth Management LLC 2,527 -17.87 219 -20.36
2026-04-07 13F Ethos Capital Management, Inc. 9,943 -22.17 796 -41.11
2026-01-21 13F MBA Advisors LLC 0 -100.00 0 -100.00
2026-05-07 13F Liberty Square Wealth Partners Llc 18,739 -5.45 1,500 -28.37
2026-05-14 13F Regal Investment Advisors LLC 0 -100.00 0
2026-05-15 13F Bridgewater Associates, LP 0 -100.00 0
2026-04-15 13F APS Management Group, Inc. 2,730 -5.44 219 -28.52
2026-05-04 13F Retirement Planning Group 5,943 -24.49 476 -42.84
2026-05-11 13F Millennium Capital Advisors, LLC 3,479 -2.93 278 -26.46
2026-02-17 13F Atom Investors LP 0 -100.00 0
2026-05-13 13F Avestar Capital, LLC 0 -100.00 0
2026-04-24 13F Patten Group, Inc. 11,412 -32.98 914 -49.25
2026-05-13 13F/A MWA Asset Management 3,785 -1.94 303 -25.80
2026-05-01 13F Legacy Financial Strategies, LLC 2,888 -60.27 231 -69.92
2026-02-09 13F Avalon Trust Co 0 -100.00 0
2026-04-23 13F Daviman Financial, LLC 0 -100.00 0
2026-04-21 13F Grimes & Company, Inc. 0 -100.00 0
2026-04-08 13F Lpwm Llc 0 -100.00 0
2026-04-08 13F Moulton Wealth Management, Inc 0 -100.00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 164 -96.87 13 -97.63
2026-04-28 13F WJ Wealth Management, LLC 4,575 -7.11 366 -29.62
2026-05-13 13F O'shaughnessy Asset Management, Llc 10,180 -7.72 815 -30.13
2026-04-22 13F Princeton Global Asset Management LLC 0 -100.00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100.00 0
2026-04-29 13F Strategic Blueprint, LLC 24,943 -16.38 1,997 -36.68
2026-04-22 13F SFG Wealth Management, LLC. 0 -100.00 0
2026-04-23 13F Fortune Financial Group, Inc. 3,732 -3.72 299
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 0 -100.00 0 -100.00
2026-01-14 13F Kraft, Davis & Associates, LLC 0 -100.00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 1,520,678 -5.87 15,676 -48.25
2026-05-11 13F Montis Financial, LLC 9,353 -26.09 749 -44.05
2026-05-08 13F Fortis Group Advisors, LLC 7,760 -2.32 651 -9.21
2026-05-14 13F Morse Asset Management, Inc 149 -60.05 12 -71.79
2026-02-11 13F Dorsey & Whitney Trust CO LLC 0 -100.00 0
2026-04-27 13F BIP Wealth, LLC 0 -100.00 0
2026-05-04 13F Bank Hapoalim Bm 50,675 -44.18 4 -55.56
2026-02-17 13F Sender Co & Partners, Inc. Put 0 -100.00 0
2026-05-12 13F Benjamin Edwards Inc 0 -100.00 0
2026-02-12 13F BRYN MAWR TRUST Co 0 -100.00 0 -100.00
2026-02-12 13F CIBC Private Wealth Group, LLC 5,706 -2.56 603 -10.40
2026-04-10 13F/A OP Asset Management Ltd 10,983 -48.22 879 -60.78
2026-05-14 13F Seven Springs Wealth Group, LLC 0 -100.00 0
2026-04-22 13F Parcion Private Wealth LLC 0 -100.00 0
2026-02-13 13F Barclays Plc Put 0 -100.00 0 -100.00
2026-02-05 13F Dash Acquisitions Inc. 0 -100.00 0
2026-05-08 13F Gsa Capital Partners Llp 4,043 -39.26 0
2026-05-15 13F Fmr Llc 44,132 -4.18 3,533 -27.43
2026-04-22 13F WestEnd Advisors, LLC 55 -99.17 4 -99.43
2026-05-15 13F Dimension Capital Management Llc 0 -100.00 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 0 -100.00 0
2026-04-08 13F Cadent Capital Advisors, LLC 0 -100.00 0
2026-04-27 13F Apeiron RIA LLC 4,399 -9.65 352 -19.27
2026-04-30 13F Beacon Financial Group 0 -100.00 0
2026-04-21 13F Tritonpoint Wealth, Llc 13,902 -24.31 1,113 -42.71
2026-05-14 13F Capital Fund Management S.a. Put 91,700 -25.75 7,341 -43.76
2026-02-26 13F/A Alpine Global Management, LLC 0 -100.00 0 -100.00
2026-01-12 13F Seacrest Wealth Management, Llc 0 -100.00 0
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100.00 0
2026-05-05 13F Sanctuary Advisors, LLC 92,422 -34.23 7,398 -50.19
2026-05-20 13F SOA Wealth Advisors, LLC. 3,487 -0.23 279 -24.39
2026-04-14 13F Zrc Wealth Management, Llc 0 -100.00 0
2026-04-27 13F Ulland Investment Advisors, LLC 10,302 -5.49 1 -100.00
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-11 13F Foundations Investment Advisors, LLC 9,349 -12.89 748 -34.04
2026-01-30 13F Arlington Trust Co LLC 0 -100.00 0
2026-04-21 13F Trust Co Of Virginia /va 0 -100.00 0
2026-04-21 13F Kingsman Wealth Management, Inc. 0 -100.00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-02-09 13F Waratah Capital Advisors Ltd. Put 0 -100.00 0 -100.00
2026-04-27 13F Sound Income Strategies, LLC 366 -14.49 29 -30.95
2026-05-06 13F Modera Wealth Management, LLC 3,408 -16.65 273 -37.04
2026-02-10 13F Waterloo Capital, L.P. 0 -100.00 0
2026-04-20 13F Sowell Financial Services LLC 27,654 -7.73 2,214 -30.12
2026-04-21 13F Altus Wealth Management, LLC 0 -100.00 0
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 0 -100.00 0
2026-05-12 13F Cahill Financial Advisors Inc 8,577 -4.52 687 -27.71
2026-04-27 13F Truist Financial Corp 148,351 -27.98 11,875 -45.45
2026-05-12 13F Summit Trail Advisors, Llc 12,109 -56.84 969 -67.32
2026-04-27 13F Soltis Investment Advisors LLC 2,944 -2.71 236 -26.33
2026-05-11 13F Legacy Edge Advisors, LLC 8,508 -90.67 681 -92.93
2026-05-06 13F Hurley Capital, LLC 0 -100.00 0
2026-05-04 13F Citizens National Bank Trust Department 9,028 -11.46 723 -32.96
2026-05-12 13F Kovack Advisors, Inc. 2,961 -30.44 244 -45.66
2026-01-28 13F M&t Bank Corp 0 -100.00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-02-17 13F Schonfeld Strategic Advisors LLC 0 -100.00 0 -100.00
2026-05-14 13F Kane Investment Management, Inc. 2,950 -59.70 236 -69.47
2026-05-15 13F Summit Financial, LLC 0 -100.00 0
2026-05-12 13F Spruce Point Capital Management, Llc 0 -100.00 0
2026-05-14 13F Allworth Financial LP 15,962 -7.49 1,278 -29.95
2026-01-27 13F Members Advisory Group LLC 0 -100.00 0
2026-05-07 13F Grandview Asset Management LLC 0 -100.00 0
2026-04-21 13F Venturi Wealth Management, LLC 0 -100.00 0
2026-04-29 13F Odyssey Capital Advisors, Inc. 10,423 -3.78 834 -27.10
2026-02-06 13F Global Retirement Partners, LLC 1,140 -23.39 120 -29.82
2026-04-23 13F Global Trust Asset Management, LLC 2,160 -5.05 173 -28.33
2026-04-29 13F Greenwood Capital Associates Llc 0 -100.00 0
2026-05-04 13F N.E.W. Advisory Services LLC 2,642 -1.09 211 -25.18
2026-04-30 13F Mmbg Investment Advisors Co. 0 -100.00 0
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 18,270 -66.60 1 -80.00
2026-05-15 13F Fwl Investment Management, Llc 50 -89.32 4 -91.84
2026-05-12 13F Holderness Investments Co 46,318 -2.19 3,708 -25.93
2026-05-14 13F Ark Wealth Advisors LLC 0 -100.00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-05-13 13F Transcend Wealth Collective, Llc 0 -100.00 0
2026-04-16 13F Terra Nova Asset Management LLC 21,254 -13.62 1,701 -34.58
2026-04-20 13F ABLE Financial Group, LLC 0 -100.00 0
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-02-09 13F Cary Street Partners Financial Llc 0 -100.00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 5,382 -38.61 431 -54.11
2026-01-13 13F Ferguson Wellman Capital Management, Inc 0 -100.00 0
2026-04-28 13F Busey Wealth Management 0 -100.00 0
2026-04-17 13F Ignite Planners, LLC 6,947 -9.03 556 -19.30
2026-05-14 13F First International Bank of Israel Ltd. 0 -100.00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 0 -100.00 0
2026-05-15 13F Fiduciary Trust Co 125,564 -2.75 10,051 -26.34
2026-03-31 13F Sankala Group LLC 4,182 -58.52 325 -60.58
2026-04-29 13F Ak Global Asset Management, Llc 0 -100.00 0
2026-01-14 13F ORG Partners LLC 0 -100.00 0
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100.00 0
2026-04-17 13F Cottonwood Capital Advisors, Llc 47,616 -0.99 3,812 -25.01
2026-05-14 13F Cwm, Llc 87,084 -25.23 6,971 57,991.67
2026-04-15 13F DAVENPORT & Co LLC 7,892 -68.29 632 -76.01
2026-04-28 13F Core Wealth Advisors, Llc 0 -100.00 0
2026-01-28 13F Sage Advisory Services, Ltd.Co. 0 -100.00 0
2026-02-04 13F Byrne Financial Freedom, Llc 0 -100.00 0
2026-05-12 13F TD Waterhouse Canada Inc. 22,630 -20.63 1,805 -40.13
2026-04-27 13F Nixon Peabody Trust Co 0 -100.00 0
2026-04-30 13F Cookson Peirce & Co Inc 0 -100.00 0
2026-04-24 13F Root Financial Partners, LLC 805 -26.08 64 -44.35
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100.00 224 -8.57
2026-05-14 13F Peak6 Llc 0 -100.00 0 -100.00
2026-05-01 13F Arlington Capital Management, Inc. 3,334 -9.75 267 -31.79
2026-02-13 13F Voya Financial Advisors, Inc. 0 -100.00 0
2026-04-08 13F Castle Rock Wealth Management, LLC 0 -100.00 0
2026-02-13 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 0 -100.00 0
2026-05-14 13F Guardian Asset Advisors, LLC 20,746 -6.70 1,661 -29.36
2026-05-05 13F Mariner Investment Group Llc Put 0 -100.00 0
2026-04-30 13F Arista Wealth Management, LLC 0 -100.00 0
2026-05-13 13F NewEdge Wealth, LLC 3,643 -13.34 292 -34.46
2026-05-12 13F Chung Wu Investment Group, LLC 0 -100.00 0
2026-04-23 13F TFC Financial Management 929 -50.45 74 -62.63
2026-05-06 13F Assetmark, Inc 1,738 -78.81 139 -83.95
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 5,115 -36.91 409 -52.22
2026-05-19 13F Royal Fund Management, LLC 0 -100.00 0
2026-05-11 13F Expressive Wealth LLC 0 -100.00 0
2026-05-05 13F Gruss & Co., LLC 0 -100.00 0
2026-05-15 13F AlphaCore Capital LLC 8,916 -87.75 714 -90.73
2026-02-03 13F Anfield Capital Management, LLC 0 -100.00 0
2026-05-05 13F Atria Investments Llc 24,270 -59.55 1,943 -69.37
2026-05-15 13F Toronto Dominion Bank 0 -100.00 0 -100.00
2026-02-06 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2026-04-28 13F Westfuller Advisors, LLC 3,230 -19.85 259 -39.29
2026-05-12 13F Great Diamond Partners, LLC 0 -100.00 0
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100.00 0
2026-05-14 13F Pinebridge Investments Llc 0 -100.00 0
2026-04-17 13F Harbour Wealth Management Group, Inc. 0 -100.00 0
2026-05-08 13F Capital Developers, LLC 4,494 -0.77 360 -24.90
2026-04-23 13F Interchange Capital Partners, LLC 0 -100.00 0
2026-05-05 13F Wagner Wealth Management, Corp 0 -100.00 0
2026-05-08 13F Cypress Capital Management LLC (WY) 2,710 -4.07 217 -27.52
2026-02-10 13F Florida Financial Advisors, Llc 0 -100.00 0
2026-04-17 13F AdvisorNet Financial, Inc 1,861 -1.79 149 -26.00
2026-02-17 13F Jump Financial, LLC 0 -100.00 0
2026-04-27 13F Sharp Financial Services, LLC 3,427 -32.47 274 -48.88
2026-04-27 13F Wbh Advisory Inc 6,837 -5.05 545 -28.38
2026-05-05 13F Fisher Asset Management, LLC 626,482 -8.68 50,150 -30.83
2026-05-05 13F Noesis Capital Mangement Corp 151,496 -1.67 12,127 -25.53
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100.00 0
2026-02-09 13F Thrive Capital Management, LLC 0 -100.00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2026-04-14 13F Prospera Financial Services Inc 11,553 -89.78 925 -92.26
2026-02-04 13F MONECO Advisors, LLC 0 -100.00 0
2026-05-07 13F 360 Financial, Inc. 3,265 -20.31 261 -39.58
2026-05-15 13F Thomist Capital Management, LP 0 -100.00 0
2026-05-14 13F Tudor Financial Inc. 0 -100.00 0
2026-04-24 13F Merited Wealth, LLC 0 -100.00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 0 -100.00 0
2026-04-02 13F Silverleafe Capital Partners, LLC 0 -100.00 0
2026-05-04 13F Avantax Planning Partners, Inc. 6,375 -2.67 510 -26.30
2026-05-14 13F Empower Advisory Group, LLC 0 -100.00 0
2026-05-11 13F Phoenix Holdings Ltd. 1,295,294 -1.95 103,688 -25.73
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 0 -100.00 0
2026-05-15 13F Owl Creek Asset Management, L.P. Call 148,500 -48.79 11,887 -61.22
2026-05-12 13F Stifel Financial Corp 216,942 -30.43 17,366 -47.31
2026-04-13 13F Creative Financial Designs Inc /adv 25 -91.80 2 -93.75
2026-05-27 13F Allen Capital Group, LLC 0 -100.00 0
2026-04-30 13F Personal Cfo Solutions, Llc 4,195 -79.33 336 -84.38
2026-05-14 13F Main Management LLC 79,766 -8.94 6 -33.33
2026-04-20 13F Segment Wealth Management, LLC 0 -100.00 0
2026-04-30 13F Madison Wealth Partners, Inc 6,763 -2.37 541 -26.09
2026-04-21 13F Verity Asset Management, Inc. 0 -100.00 0
2026-04-24 13F United Community Bank 8,265 -18.35 662 -38.17
2026-05-12 13F Curio Wealth, Llc 24,242 -1.02 1,941 -26.79
2026-05-05 13F Williams Jones Wealth Management, LLC. 0 -100.00 0
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100.00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2026-02-06 13F Harmony Asset Management Llc 0 -100.00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 744 -3.63 60 -27.16
2026-05-18 13F Edgestream Partners, L.P. 0 -100.00 0
2026-04-15 13F Perkins Coie Trust Co 0 -100.00 0
2026-05-14 13F Mission Creek Capital Partners, Inc. 0 -100.00 0
2026-01-13 13F Norden Group Llc 0 -100.00 0
2026-02-13 13F Flow Traders U.s. Llc 0 -100.00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 10,170 -60.76 814 -70.27
2026-05-12 13F Guerra Pan Advisors, Llc 27,525 -1.79 2,203 -25.62
2026-04-27 13F Nvwm, Llc 7,149 -38.84 572 -53.68
2026-05-01 13F Navigoe, LLC 0 -100.00 0
2026-01-27 13F Fortis Capital Advisors, LLC 0 -100.00 0
2026-04-30 13F Ibex Wealth Advisors 0 -100.00 0
2026-04-08 13F Ehrlich Financial Group 0 -100.00 0
2026-04-14 13F Well Done, LLC 0 -100.00 0
2026-04-22 13F Union Bancaire Privee, UBP SA 160 -74.40 12 -77.78
2026-05-14 13F Novak & Powell Financial Services, Inc. 5,725 -6.53 458 -29.21
2026-05-05 13F SFI Advisors, LLC 36,568 -36.87 2,927 -52.18
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100.00 0
2026-01-21 13F Jackson Square Capital, Llc 0 -100.00 0
2026-05-13 13F Buckingham Strategic Partners 0 -100.00 0
2026-02-12 13F Tocqueville Asset Management L.p. 0 -100.00 0
2026-05-15 13F/A Spears Abacus Advisors LLC 2,825 -29.38 226 -46.45
2026-05-11 13F Eldridge Investment Advisors, Inc. 0 -100.00 0
2026-05-15 13F National Philanthropic Trust 0 -100.00 0 -100.00
2026-04-14 13F Patriot Investment Management Inc. 0 -100.00 0
2026-05-14 13F Twin Tree Management, LP 11,278 -93.78 903 -95.29
2026-05-14 13F Twin Tree Management, LP Put 23,200 -86.81 1,857 -90.01
2026-04-30 13F Money Concepts Capital Corp 9,378 -24.46 751 -42.84
2026-04-02 13F Hilltop National Bank 0 -100.00 0
2026-01-16 13F West Branch Capital LLC 0 -100.00 0 -100.00
2026-05-06 13F Hanseatic Management Services Inc 0 -100.00 0
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-04-07 13F Eastern Bank 0 -100.00 0
2026-05-15 13F Elliott Investment Management L.P. Put 0 -100.00 0
2026-04-15 13F Journey Strategic Wealth Llc 3,537 -1.37 283 -25.33
2026-01-07 13F Magnus Financial Group LLC 0 -100.00 0 -100.00
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-04-24 13F Black Swift Group, LLC 0 -100.00 0
2026-05-15 13F Elliott Investment Management L.P. Call 0 -100.00 0
2026-05-12 13F Riggs Asset Managment Co. Inc. 4,447 -93.40 356 -95.02
2026-05-14 13F August Group Capital Ltd 0 -100.00 0
2026-04-13 13F Sherman Wealth Management LLC 3,860 -54.35 309 -65.40
2026-04-22 13F Pictet Asset Management Holding SA 0 -100.00 0
2026-04-07 13F Deane Retirement Strategies, Inc. 0 -100.00 0
2026-05-15 13F Lotus Technology Management, LP 0 -100.00 0
2026-05-15 13F TRUE Private Wealth Advisors 2,929 -0.03 235 -24.27
2026-05-08 13F Align Financial, LLC 974 -99.05 78 -24.51
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista