PSO - Pearson plc - Depositary Receipt (Common Stock) Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NYSE)

Pearson plc - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US7050151056

Statistiche di base
Proprietari istituzionali 219 total, 218 long only, 0 short only, 1 long/short - change of 4,78% MRQ
Allocazione media del portafoglio 0.1058 % - change of -7,01% MRQ
Azioni istituzionali (Long) 23.029.591 (ex 13D/G) - change of 2,92MM shares 14,50% MRQ
Valore istituzionale (Long) $ 341.402 USD ($1000)
Proprietà istituzionale e azionisti

Pearson plc - Depositary Receipt (Common Stock) (US:PSO) ha 219 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 23,029,591 azioni. I maggiori azionisti includono Morgan Stanley, BlackRock, Inc., Goldman Sachs Group Inc, Millennium Management Llc, Dimensional Fund Advisors Lp, Northern Trust Corp, Arrowstreet Capital, Limited Partnership, Invesco Ltd., Renaissance Technologies Llc, and Qube Research & Technologies Ltd .

(Pearson plc - Depositary Receipt (Common Stock) (NYSE:PSO) 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 5, 2025 is 14,19 / share. Previously, on September 9, 2024, the share price was 13,80 / share. This represents an increase of 2,83% over that period.

PSO / Pearson plc - Depositary Receipt (Common Stock) Institutional Ownership
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.

PSO / Pearson plc - Depositary Receipt (Common Stock) Historical Put/Call Ratio
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-14 13F Bridgefront Capital, LLC 11.970 179
2025-07-24 13F PDS Planning, Inc 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 13.197 83,67 197 71,30
2025-07-16 13F Formidable Asset Management, LLC 22.891 -5,40 342 -11,89
2025-05-05 13F Lindbrook Capital, Llc 4.031 10,53 65 10,34
2025-08-15 13F Morgan Stanley 3.038.760 12,80 45.369 5,19
2025-08-18 13F Geneos Wealth Management Inc. 408 0,00 6 0,00
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 89.400 -3,82 1.453 -6,26
2025-08-14 13F Mml Investors Services, Llc 11.796 0
2025-08-14 13F Quantinno Capital Management LP 187.733 -4,16 2.803 -10,65
2025-08-12 13F Rhumbline Advisers 14.397 2,55 215 -4,46
2025-07-24 13F Jfs Wealth Advisors, Llc 264 0,00 4 -25,00
2025-08-12 13F Trexquant Investment LP 58.232 869
2025-07-30 13F Princeton Global Asset Management LLC 767 11
2025-08-14 13F Toroso Investments, LLC 25.056 -4,95 374 -11,37
2025-07-29 NP RBB FUND, INC. - Aquarius International Fund 15.198 0,00 242 -7,63
2025-08-12 13F American Century Companies Inc 71.990 7,74 1.075 0,47
2025-08-04 13F Assetmark, Inc 10.432 68,20 156 56,57
2025-08-13 13F Quadrant Capital Group Llc 47.462 -0,44 709 -7,21
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-21 13F Hilltop National Bank 5.585 0,00 83 -7,78
2025-08-14 13F LMR Partners LLP 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 605.707 1.072,42 9.043 993,47
2025-09-04 13F/A Advisor Group Holdings, Inc. 11.932 16,93 179 9,20
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.663 0,00 303 -2,57
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 181.651 -11,53 2.712 -17,49
2025-07-25 13F Cwm, Llc 3.131 -24,37 0
2025-08-11 13F Cornerstone Planning Group LLC 82 82,22 1
2025-07-17 13F Crane Advisory, LLC 13.705 0,00 197 -8,41
2025-08-13 13F Northern Trust Corp 780.369 8,89 11.651 1,54
2025-08-12 13F BlackRock, Inc. 2.378.336 6,00 35.509 -1,16
2025-08-12 13F O'shaughnessy Asset Management, Llc 41.744 19,83 623 11,85
2025-08-13 13F Jones Financial Companies Lllp 0 -100,00 0
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 6.095 0,00 97 -7,62
2025-08-05 13F NewSquare Capital LLC 418 514,71 6 500,00
2025-07-16 13F Highline Wealth Partners Llc 60 0,00 1
2025-08-08 13F Crossmark Global Holdings, Inc. 155.771 0,69 2.326 -6,10
2025-06-27 NP PID - Invesco International Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 506.787 -32,64 8.235 -34,34
2025-08-12 13F Fca Corp /tx 16.000 0,00 239 -7,03
2025-08-12 13F Manchester Capital Management LLC 30 0
2025-08-15 13F WealthCollab, LLC 1.742 0,00 26 -3,70
2025-07-11 13F Farther Finance Advisors, LLC 1.351 -23,06 20 -28,57
2025-07-15 13F Ballentine Partners, LLC 31.308 -13,60 467 -19,48
2025-08-14 13F Group One Trading, L.p. Call 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 25.001 15,69 373 8,12
2025-08-14 13F Raymond James Financial Inc 8.453 -41,80 126 -45,69
2025-07-11 13F UMA Financial Services, Inc. 0 -100,00 0
2025-08-11 13F Principal Securities, Inc. 1.736 375,62 26 400,00
2025-07-07 13F Versant Capital Management, Inc 9.320 -41,91 139 -45,70
2025-07-31 13F Caitong International Asset Management Co., Ltd 0 -100,00 0
2025-05-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2025-07-25 13F Yousif Capital Management, Llc 10.790 0,00 161 -6,40
2025-08-14 13F Integrated Wealth Concepts LLC 12.576 188
2025-08-06 13F Savant Capital, LLC 17.608 46,73 263 36,46
2025-08-14 13F Citadel Advisors Llc Call 0 -100,00 0
2025-08-12 13F XTX Topco Ltd 22.888 -73,75 342 -75,56
2025-07-25 13F JustInvest LLC 119.193 7,46 1.780 0,23
2025-08-04 13F Hantz Financial Services, Inc. 6.030 519,73 0
2025-08-14 13F Point72 Hong Kong Ltd 0 -100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 32.642 -31,44 487 -36,09
2025-08-12 13F Dimensional Fund Advisors Lp 1.176.710 -6,82 17.568 -13,10
2025-08-11 13F Bell Investment Advisors, Inc 520 0,00 8 -12,50
2025-08-13 13F Natixis Advisors, L.p. 99.686 13,93 1 0,00
2025-08-14 13F Millennium Management Llc 1.449.535 101,00 21.642 87,45
2025-08-14 13F Bnp Paribas Arbitrage, Sa 58.923 1.025,56 880 959,04
2025-05-05 13F Eagle Bay Advisors LLC 0 -100,00 0 -100,00
2025-07-16 13F Signaturefd, Llc 16.762 -7,31 250 -13,49
2025-08-14 13F Verition Fund Management LLC 0 -100,00 0
2025-05-15 13F Glenmede Trust Co Na 23.885 106,07 382 105,38
2025-08-14 13F Royal Bank Of Canada 122.036 10.061,20 1.822 9.489,47
2025-08-14 13F GWM Advisors LLC 25.661 -0,68 383 -7,26
2025-08-12 13F Pathstone Holdings, LLC 128.574 -10,02 1.920 -16,20
2025-08-14 13F Citadel Advisors Llc 147.174 19,78 2.197 11,69
2025-08-12 13F AlphaCore Capital LLC 4.708 70
2025-04-30 13F Genus Capital Management Inc. Put 0 -100,00 0 -100,00
2025-08-14 13F Lazard Asset Management Llc 3.913 0,00 0
2025-08-14 13F Aqr Capital Management Llc 140.839 96,51 2.103 83,26
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70.351 -5,47 1.143 -7,82
2025-08-11 13F Dorsey Wright & Associates 78.634 -38,35 1.174 -42,51
2025-08-14 13F Fmr Llc 273.186 -6,06 4.079 -12,40
2025-08-05 13F Ellevest, Inc. 16.858 -17,31 252 -23,01
2025-05-02 13F Cable Hill Partners, LLC 16.813 1,38 277 3,37
2025-08-14 13F Mariner, LLC 206.395 3,72 3.081 -3,27
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
2025-08-14 13F Evergreen Capital Management Llc 19.985 1,45 298 -6,58
2025-08-07 13F Sierra Ocean, Llc 831 0,00 12 -7,69
2025-08-14 13F/A Skopos Labs, Inc. 6.990 196,69 104 181,08
2025-08-14 13F Goldman Sachs Group Inc 2.042.649 -4,76 30.497 -11,18
2025-05-15 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2025-08-12 13F Franklin Resources Inc 16.817 0,50 251 -5,99
2025-08-14 13F Cubist Systematic Strategies, LLC 445.228 109,58 6.647 95,44
2025-07-21 13F Qrg Capital Management, Inc. 157.281 145,86 2.348 129,30
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 12.294 6,26 184 -1,08
2025-08-06 13F Fox Run Management, L.l.c. 21.892 327
2025-08-14 13F Henry James International Management Inc. 0 -100,00 0
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 234.442 0,00 3.810 -2,53
2025-06-27 NP SPWO - SP Funds S&P World (ex-US) ETF 2.165 54,75 35 52,17
2025-08-12 13F Seeds Investor Llc 12.734 -10,56 190 -16,30
2025-08-01 13F Envestnet Asset Management Inc 189.991 25,48 2.837 17,00
2025-07-24 13F Ronald Blue Trust, Inc. 5.113 13,24 76 5,56
2025-07-28 13F Ritholtz Wealth Management 17.761 265
2025-07-28 13F BRYN MAWR TRUST Co 3.484 0,00 52 -5,45
2025-05-02 13F Bogart Wealth, LLC 0 -100,00 0
2025-07-24 13F IFP Advisors, Inc 730 0,00 11 -9,09
2025-08-05 13F Simplex Trading, Llc Put 100 0
2025-08-12 13F Jpmorgan Chase & Co 261.605 672,15 3.906 620,48
2025-08-05 13F Simplex Trading, Llc Call 100 0
2025-08-12 13F Coldstream Capital Management Inc 23.895 245,45 357 223,64
2025-08-06 13F First Horizon Advisors, Inc. 2.133 3.131,82 32 3.000,00
2025-08-14 13F Principal Street Partners, LLC 29.784 100,00 445 86,55
2025-08-14 13F Stifel Financial Corp 29.137 0,47 435 -6,25
2025-07-17 13F Global Trust Asset Management, LLC 4.300 64
2025-08-13 13F Cerity Partners LLC 156.978 1,93 2.344 -4,95
2025-08-01 13F Shilanski & Associates, Inc. 11.755 0,46 176 -6,42
2025-08-12 13F Charles Schwab Investment Management Inc 75.944 -3,24 1.134 -9,79
2025-08-13 13F Renaissance Technologies Llc 650.600 59,54 9.713 48,79
2025-08-14 13F Two Sigma Investments, Lp 166.143 2.481
2025-08-08 13F Larson Financial Group LLC 62 0,00 1
2025-08-11 13F United Capital Financial Advisers, Llc 13.912 -0,16 208 -7,17
2025-07-30 NP APIE - ActivePassive International Equity ETF 208.111 19,98 3.319 10,89
2025-08-29 NP MPLAX - Praxis International Index Fund Class A 121.055 0,00 1.807 -6,76
2025-08-14 13F Balyasny Asset Management Llc 46.370 24,66 692 16,30
2025-07-08 13F Parallel Advisors, LLC 9.017 -3,51 135 -10,07
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III 21.329 34,20 340 24,09
2025-08-15 13F CI Private Wealth, LLC 51.946 -1,52 776 -8,18
2025-08-13 13F Rsm Us Wealth Management Llc 14.244 19,31 213 10,99
2025-08-14 13F/A Rockefeller Capital Management L.P. 159.986 -1,82 2.389 -8,44
2025-05-09 13F GeoWealth Management, LLC 0 -100,00 0
2025-08-14 13F Point72 Asset Management, L.P. 246.894 348,00 3.686 317,91
2025-07-15 13F Td Private Client Wealth Llc 3.492 113,84 52 100,00
2025-08-26 NP LST - Leuthold Select Industries ETF 5.989 89
2025-08-14 13F Smartleaf Asset Management LLC 5.241 12,66 78 4,05
2025-03-26 NP DFALX - Large Cap International Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50.913 -12,88 849 -0,59
2025-08-13 13F Arrowstreet Capital, Limited Partnership 700.902 -15,18 10.464 -20,90
2025-08-05 13F Bank Of Montreal /can/ 10.633 159
2025-08-06 13F Hallmark Capital Management Inc 0 -100,00 0
2025-07-14 13F GAMMA Investing LLC 7.353 -28,17 110 -33,13
2025-08-05 13F Key FInancial Inc 3 0
2025-08-15 13F Tower Research Capital LLC (TRC) 24 -96,30 0 -100,00
2025-05-15 13F CAPROCK Group, Inc. 0 -100,00 0
2025-08-07 13F Addison Advisors LLC 7.570 0,00 113 -6,61
2025-08-14 13F Aquatic Capital Management LLC 33.968 -23,57 507 -28,69
2025-07-29 13F Salomon & Ludwin, LLC 4 0
2025-08-04 13F AdvisorShares Investments LLC 54.740 18,31 817 9,81
2025-08-06 13F Genus Capital Management Inc. 33.840 -29,41 505 -34,16
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0 -100,00
2025-08-12 13F LPL Financial LLC 40.989 19,25 612 11,09
2025-08-14 13F Alliancebernstein L.p. 222.595 34.680,47 3.323 23.635,71
2025-07-29 NP GIMFX - GMO Implementation Fund 40.218 16,40 641 7,55
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 0 -100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 70.845 61,78 1.058 50,78
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100,00 0
2025-07-15 13F Maseco Llp 307 5
2025-08-14 13F Alaska Permanent Fund Corp 0 -100,00 0
2025-07-17 13F Clean Yield Group 137 0,00 2 0,00
2025-08-01 13F Bessemer Group Inc 431 -23,72 0
2025-08-27 NP FORH - Formidable ETF 22.891 -5,40 342 -11,89
2025-08-05 13F Simplex Trading, Llc 0 -100,00 0
2025-08-05 13F Claro Advisors LLC 0 -100,00 0
2025-08-15 13F Binnacle Investments Inc 43 0,00 1
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100,00 0 -100,00
2025-08-13 13F Invesco Ltd. 693.250 34,61 10.350 25,53
2025-08-05 13F GHP Investment Advisors, Inc. 699 1,30 10 -9,09
2025-08-13 13F Marshall Wace, Llp 190.870 129,05 2.850 113,57
2025-08-14 13F Engineers Gate Manager LP 26.923 402
2025-07-18 13F Dogwood Wealth Management LLC 288 4
2025-08-14 13F Vident Advisory, LLC 81.604 -2,80 1.218 -9,37
2025-07-17 13F Albion Financial Group /ut 252 0,00 4 -25,00
2025-08-11 13F Citigroup Inc 9.296 -63,53 139 -66,18
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Glenmede Investment Management, LP 24.549 367
2025-08-25 13F/A Neuberger Berman Group LLC 21.244 317
2025-08-13 13F M&t Bank Corp 18.115 10,34 271 2,66
2025-07-09 13F Bruce G. Allen Investments, LLC 249 -41,13 4 -50,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.300 0,00 102 -2,86
2025-08-07 13F Zions Bancorporation, National Association /ut/ 64 0,00 1 -100,00
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 349.430 -27,06 5.678 -28,89
2025-07-28 NP AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.145 0,00 82 -6,82
2025-04-22 13F Mendota Financial Group, LLC 0 -100,00 0
2025-08-14 13F Graham Capital Management, L.P. 43.848 655
2025-08-08 13F Geode Capital Management, Llc 209.273 -6,50 3.124 -12,81
2025-08-13 13F Russell Investments Group, Ltd. 7.909 -2,50 118 -8,53
2025-07-25 13F Sequoia Financial Advisors, LLC 23.837 76,40 356 64,35
2025-08-08 13F SBI Securities Co., Ltd. 1.635 -1,21 24 -7,69
2025-06-30 NP CNGLX - Commonwealth Global Fund 16.000 0,00 260 -2,26
2025-05-15 13F/A Orion Portfolio Solutions, LLC 47.612 -16,45 762 -16,99
2025-07-28 13F Harbour Investments, Inc. 79 0,00 1 0,00
2025-08-05 13F Bank of New York Mellon Corp 50.683 -10,44 757 -16,46
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 32.917 0,00 535 -2,55
2025-08-12 13F Atlas Capital Advisors Llc 26.872 0,00 401 -6,74
2025-07-31 13F MQS Management LLC 0 -100,00 0
2025-08-13 13F First Trust Advisors Lp 21.161 -13,06 316 -19,02
2025-07-21 13F Cromwell Holdings LLC 3.761 0,00 56 -8,20
2025-08-14 13F Syon Capital Llc 28.510 6,86 426 -0,47
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 265 4
2025-08-04 13F Atria Investments Llc 52.557 62,02 785 51,06
2025-08-07 13F Campbell & CO Investment Adviser LLC 33.590 501
2025-07-29 13F Private Trust Co Na 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 54.312 -8,49 811 -14,74
2025-08-14 13F Ameriprise Financial Inc 19.041 -9,21 284 -16,22
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59.103 50,65 943 39,14
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0 -100,00
2025-07-30 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 7.843 -16,63 117 -22,00
2025-07-30 13F Ethic Inc. 153.648 -11,20 2.283 -18,03
2025-08-13 13F Quantbot Technologies LP 10.344 154
2025-08-12 13F Global Retirement Partners, LLC 499 134,27 7 133,33
2025-07-18 13F Truist Financial Corp 21.879 24,19 327 15,60
2025-07-31 13F CVA Family Office, LLC 96 -49,74 1 -66,67
2025-08-14 13F 13D Management LLC 458.338 -2,72 6.843 -9,29
2025-07-16 13F ORG Wealth Partners, LLC 225 0,00 3 0,00
2025-07-15 13F Mather Group, Llc. 14.745 0,00 220 -6,78
2025-08-14 13F UBS Group AG 31.596 -57,43 472 -60,35
2025-08-12 13F MAI Capital Management 1.186 18
2025-08-06 13F True Wealth Design, LLC 31 6,90 0
2025-06-26 NP FSGEX - Fidelity Series Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 223.811 -15,84 3.637 -17,96
2025-07-24 13F Lester Murray Antman dba SimplyRich 47.975 0,00 1
2025-08-14 13F Two Sigma Advisers, Lp 32.800 490
2025-04-11 13F First Affirmative Financial Network 15.129 0,85 242 0,41
2025-08-12 13F CIBC Private Wealth Group, LLC 167 0,00 2 0,00
2025-07-24 13F JNBA Financial Advisors 21.252 -22,08 317 -27,29
2025-08-25 NP AADR - AdvisorShares Dorsey Wright ADR ETF 54.740 18,31 817 10,41
2025-06-26 NP Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 373.096 -12,63 6.063 -14,84
2025-08-11 13F Rothschild Investment Llc 1.428 -1,72 21 -8,70
2025-08-21 NP DDDAX - 13D Activist Fund Class A 458.338 0,00 6.843 -6,75
2025-08-07 13F Parkside Financial Bank & Trust 269 -37,30 4 -33,33
2025-04-29 13F Callan Capital, LLC 18.626 3,68 298 3,11
2025-07-24 13F Us Bancorp \de\ 84.703 18,20 1.265 10,20
2025-07-15 13F Fifth Third Bancorp 1.947 37,99 29 31,82
2025-08-07 13F Allworth Financial LP 1.768 2,79 26 -3,70
2025-08-12 13F Gitterman Wealth Management, LLC 15.150 -1,76 226 -8,13
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-07 13F Acadian Asset Management Llc 1.620 0
2025-03-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.612 -65,56 194 -60,77
2025-07-16 13F ORG Partners LLC 163 2
2025-08-12 13F Personal Cfo Solutions, Llc 10.473 -2,96 156 -9,30
2025-07-30 NP ENDW - Cambria Endowment Style ETF 13 0
2025-08-14 13F Hrt Financial Lp 39.519 220,46 1
2025-07-11 13F Pinnacle Bancorp, Inc. 228 3
2025-08-11 13F Renaissance Group Llc 408.688 0,05 6.102 -6,70
2025-08-08 13F Cetera Investment Advisers 25.382 1,27 379 -5,74
2025-05-15 13F Optiver Holding B.V. 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 607 1.858,06 9
2025-08-14 13F Barometer Capital Management Inc. 10.011 -66,86 149 -69,15
2025-08-05 13F Huntington National Bank 51 5.000,00 1
2025-07-17 13F Park Place Capital Corp 996 0,00 15 0,00
2025-08-14 13F Wetherby Asset Management Inc 71.556 10,32 1.068 2,20
2025-07-24 13F Callan Family Office, LLC 20.579 307
2025-05-09 13F Abc Arbitrage Sa 0 -100,00 0
2025-07-14 13F Park Avenue Securities Llc 12.456 0
2025-08-11 13F GW&K Investment Management, LLC 142 0,00 0
2025-08-08 13F Creative Planning 95.716 -3,70 1.429 -10,18
2025-07-11 13F Great Waters Wealth Management 18.244 21,74 272 13,81
2025-06-26 NP SNTKX - Steward International Enhanced Index Fund Class A 97.434 0,00 1.583 -2,52
2025-07-11 13F/A Umb Bank N A/mo 413 0,00 6 0,00
2025-08-14 13F Bank Of America Corp /de/ 145.461 -33,92 2.172 -38,39
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DE:PESA 12,20 €
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