Statistiche di base
Proprietari istituzionali | 176 total, 176 long only, 0 short only, 0 long/short - change of -1,12% MRQ |
Allocazione media del portafoglio | 0.1482 % - change of -6,21% MRQ |
Azioni istituzionali (Long) | 46.435.842 (ex 13D/G) - change of 18,27MM shares 64,85% MRQ |
Valore istituzionale (Long) | $ 390.779 USD ($1000) |
Proprietà istituzionale e azionisti
Guggenheim Strategic Opportunities Fund (US:GOF) ha 176 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 46,435,842 azioni. I maggiori azionisti includono Kingstone Capital Partners Texas, LLC, Morgan Stanley, LPL Financial LLC, Verus Capital Partners, Llc, UBS Group AG, Raymond James Financial Inc, Mml Investors Services, Llc, Advisor Group Holdings, Inc., Change Path, LLC, and Envestnet Asset Management Inc .
(Guggenheim Strategic Opportunities Fund (NYSE:GOF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 4, 2025 is 15,08 / share. Previously, on September 5, 2024, the share price was 15,44 / share. This represents a decline of 2,33% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77.521 | 2,65 | 1.154 | -1,79 | ||||
2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Bank & Trust Co | 32 | 0,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 22.523 | 11,93 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 730.756 | 70,77 | 10.881 | 63,31 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 21.028 | -3,66 | 313 | -7,67 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 112.171 | -1,83 | 1.670 | -6,07 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 1.500 | 0,00 | 22 | -4,35 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 73.707 | 2,48 | 1.097 | -1,97 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 207.675 | 11,52 | 3.092 | 6,66 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 1.877.230 | 19,36 | 27.952 | 14,15 | ||||
2025-07-14 | 13F | Capital CS Group, LLC | 21.441 | 3,96 | 319 | -0,62 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14.539 | 0,00 | 216 | -4,42 | ||||
2025-07-18 | 13F | Truist Financial Corp | 316.322 | 42,60 | 4.710 | 36,40 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 2,66 | 10 | 0,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 199.877 | 11,09 | 2.976 | 6,25 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78.710 | 2,39 | 1.172 | -2,09 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 80.886 | -11,38 | 1.211 | -7,42 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19.747 | 22,24 | 294 | 17,13 | ||||
2025-07-29 | 13F | Private Trust Co Na | 713 | 0,00 | 11 | -9,09 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12.301 | 183 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 2.258 | 0,00 | 34 | -5,71 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27.975 | 113,53 | 417 | 104,93 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3.122 | 3,51 | 0 | |||||
2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 11.015 | -2,55 | 164 | -6,29 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10.588 | 3,76 | 158 | -0,63 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2.293 | 0,97 | 34 | -2,86 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 128.699 | 198,03 | 1.916 | 185,12 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 19.395 | 302 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 11.900 | 0,08 | 0 | |||||
2025-07-31 | 13F | WFA Asset Management Corp | 21.660 | 28,94 | 323 | 34,17 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19.489 | 21,97 | 290 | 16,94 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 102.502 | 3,72 | 1.526 | -0,78 | ||||
2025-08-14 | 13F | UBS Group AG | 1.522.861 | 3,41 | 22.675 | -1,10 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 48.243 | 11,86 | 718 | 7,00 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.110 | 0,00 | 33 | 0,00 | ||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0,00 | 0 | |||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 201.781 | 540,45 | 3.005 | 513,06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 14.510 | 240,21 | 216 | 232,31 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19.855 | 0,00 | 296 | -4,53 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 30.538 | 22,94 | 455 | 17,62 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78.518 | -0,03 | 1.169 | -4,34 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 24.079 | 3,61 | 359 | -0,83 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1.983 | 0,00 | 30 | -3,33 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 50.975 | 0,00 | 759 | -4,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 236.170 | -63,37 | 4 | -70,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.051.627 | 5,57 | 30.549 | 0,96 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21.700 | 14,20 | 323 | 9,49 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 10.000 | 0,00 | 149 | -4,52 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 68.229 | -5,26 | 1.016 | -9,46 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 659 | 0,00 | 10 | -10,00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 43.312 | -3,48 | 645 | -7,74 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.904 | 19,93 | 192 | 14,97 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 79 | 1 | ||||||
2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 55.205 | 22,41 | 822 | 16,95 | ||||
2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 679.066 | 11,96 | 10.111 | 7,07 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 83.750 | 92,31 | 1.247 | 83,92 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 59.038 | 100,72 | 879 | 92,34 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 13.835 | -88,26 | 206 | -88,77 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 43.327 | -2,26 | 643 | -6,96 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 227.244 | 4,14 | 3.384 | -0,41 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 14.592 | -2,34 | 217 | -6,47 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 69.301 | 0,00 | 1.032 | -4,45 | ||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 346.789 | -10,34 | 5.164 | -14,26 | ||||
2025-08-07 | 13F | Illumine Investment Management, LLC | 216.834 | 1,36 | 3.229 | -3,06 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33.166 | 0,00 | 494 | -4,46 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 13.964 | 208 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 176.925 | -2,36 | 3 | 0,00 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 12.682 | -10,75 | 189 | -14,93 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 433.655 | -2,26 | 6.457 | -6,52 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 36.808 | 3,07 | 548 | -1,44 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 24.430 | 13,02 | 364 | 8,04 | ||||
2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 13.667 | -0,07 | 204 | -4,25 | ||||
2025-07-30 | 13F | Retirement Planning Group | 115.420 | 30,97 | 1.719 | 25,22 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 230.090 | 0,19 | 3.426 | -4,17 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 186 | 0,00 | 3 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 97 | -99,43 | 1 | -99,62 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 222.731 | -13,87 | 3.316 | -17,47 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20.059 | 2,71 | 299 | -1,97 | ||||
2025-04-30 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12.764 | -6,44 | 190 | -10,38 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 4.676 | 0,00 | 70 | -4,17 | ||||
2025-08-12 | 13F | MAI Capital Management | 3.417 | 3,95 | 51 | -1,96 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 | -99,40 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 801.302 | 0,61 | 12 | -8,33 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 38.562 | 9,98 | 574 | 5,32 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4.000 | 0,00 | 60 | -4,84 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 28.930 | -5,09 | 431 | -9,28 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 346.789 | -10,34 | 5 | -16,67 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 56.269 | -13,34 | 838 | -17,13 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 50.550 | 1 | ||||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 32.589 | 4,80 | 485 | 0,21 | ||||
2025-08-08 | 13F | Creative Planning | 10.064 | -54,70 | 150 | -56,81 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 30.596 | 75,97 | 456 | 68,52 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9.196 | 63,28 | 137 | 56,32 | ||||
2025-08-01 | 13F | Motco | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11.070 | 165 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.461 | 0,00 | 37 | -5,26 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 31.000 | -12,11 | 462 | -16,03 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 76.789 | 0,32 | 1.143 | -4,03 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 50.711 | 1,49 | 755 | -2,83 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 71.424 | -4,19 | 1.064 | -8,36 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 10.000 | 0,00 | 149 | -4,52 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 47.339 | 6,61 | 705 | 1,88 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2.006 | 30 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.355 | 6,27 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 283.722 | 7,70 | 4 | 0,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 19.403 | 0,00 | 289 | -4,64 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 13.445 | -16,09 | 200 | -19,68 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 271 | 0,00 | 4 | 0,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 30.379 | -33,05 | 452 | -34,68 | ||||
2025-08-12 | 13F | Country Trust Bank | 4.000 | 60 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 92.537 | -4,88 | 1.392 | -0,78 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11.030 | 164 | ||||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42.331 | 2,89 | 630 | -1,56 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.940 | 0,00 | 44 | -4,44 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.144 | -70,57 | 47 | -72,29 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7.000 | 0,00 | 104 | -3,70 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 149.327 | 14,19 | 2.223 | 9,18 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770.890 | 3,07 | 11.479 | -1,43 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20.383 | 5,16 | 304 | 0,66 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 15.941 | 3,43 | 237 | -0,84 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 47.641 | 1,85 | 709 | -2,61 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 424.839 | -41,59 | 6.326 | -44,14 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17.597 | 262 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10.546 | 0,00 | 157 | -1,87 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 35 | 0,00 | 1 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 31.504 | 0,00 | 469 | -4,29 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30.008 | 1,19 | 447 | -3,25 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 750 | 0,00 | 11 | 0,00 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 10.979 | 0,00 | 163 | -4,12 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 5 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 145.460 | 9,56 | 2.166 | 6,91 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 113.087 | 7,51 | 1.666 | 0,73 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 34.008 | 22,98 | 506 | 17,67 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 70.038 | 1,33 | 1.043 | -3,16 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 | 0,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 49.945 | -45,75 | 744 | -48,15 | ||||
2025-07-24 | 13F | Eastern Bank | 4.073 | 0,00 | 61 | -4,76 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 56.531 | -1,78 | 842 | -6,14 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 52.357 | -6,78 | 780 | -10,87 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 27.591 | 0,00 | 411 | -4,43 | ||||
2025-08-08 | 13F | Richmond Brothers, Inc. | 238.400 | 3,56 | 3.550 | -0,98 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 3.654 | 0,00 | 54 | -3,57 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13.101 | 204 | ||||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 92.647 | 108,18 | 1.380 | 99,28 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 17.953.239 | 288 | ||||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 551.009 | 4,03 | 8.205 | -0,51 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 10.092 | -2,63 | 150 | -6,83 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19.323 | 7,99 | 288 | 3,24 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 26.125 | 1,86 | 389 | -2,51 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.979 | 0,00 | 163 | -4,12 | ||||
2025-08-04 | 13F | Spire Wealth Management | 9.708 | 0,00 | 145 | -4,64 | ||||
2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 89.696 | 327,63 | 1.336 | 309,51 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16.982 | 8,48 | 253 | 3,70 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141.449 | 7,19 | 2.106 | 2,53 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17.825 | 24,95 | 265 | 19,37 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 107.752 | 2,43 | 1.604 | -2,02 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 196.262 | 0,00 | 2.922 | -4,35 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60.747 | -76,42 | 905 | -77,47 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 958.371 | -17,71 | 14.270 | -21,30 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 24.641 | -21,77 | 367 | -25,31 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10.296 | 153 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 26 | 0,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7.851 | 3,99 | 120 | 1,71 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.826 | -20,70 | 57 | -16,42 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 23.214 | 56,32 | 346 | 49,35 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129.941 | 6,94 | 1.935 | 2,27 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 445.056 | 108,65 | 6.627 | 99,52 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 43.314 | 58,51 | 645 | 51,53 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 659.129 | 6,58 | 9.814 | 1,92 | ||||
2025-08-15 | 13F | Morgan Stanley | 7.297.290 | 6,33 | 108.657 | 1,69 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 20.710 | 2,55 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 740.653 | 8,49 | 11.028 | 3,75 | ||||
2025-07-24 | 13F | JB Capital LLC | 24.819 | 0,47 | 370 | -3,91 | ||||
2025-07-09 | 13F | David J Yvars Group | 22.463 | 0,90 | 334 | -3,47 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 12.055 | 0,00 | 179 | -4,28 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11.374 | 0,31 | 169 | -3,98 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300.610 | -55,21 | 4 | -60,00 |