AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) - Net Long/Short Value

AstraZeneca PLC - Depositary Receipt (Common Stock)

AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) - Net Long/Short Value
In questa pagina sono riportate le valutazioni nette long/short per ogni partecipazione istituzionale segnalata tramite i depositi 13F o NPORT. Per calcolare il valore netto long/short, aggiungiamo il valore delle azioni al valore delle opzioni call e sottraiamo il valore delle opzioni put. I fondi che segnalano posizioni corte prese in prestito riporteranno i valori azionari come negativi. Le posizioni nette lunghe avranno numeri positivi nella colonna valore netto long/short, mentre le posizioni nette corte avranno valori negativi nella stessa colonna.
Proprietario Valore azionario
($1000)
Valore call
($1000)
Valore put
($1000)
Valore netto long/short
($1000)
Vermillion Wealth Management, Inc.
Aptus Capital Advisors, LLC
Migdal Insurance & Financial Holdings Ltd.
Kovack Advisors, Inc.
Crews Bank & Trust
Western Wealth Management, LLC
Hohimer Wealth Management, Llc
First Affirmative Financial Network
Sagewood Asset Management LP
WealthTrust Axiom LLC
Optas, LLC
Mattson Financial Services, LLC
Plan Group Financial, LLC
Vertrix Wealth Management, LLC
Cromwell Holdings LLC
Wiser Advisor Group LLC
Columbus Macro, LLC
Savant Capital, LLC
Jennison Associates Llc
Rathbone Brothers plc
Capital Performance Advisors Llp
ORG Wealth Partners, LLC
Kondo Wealth Advisors, Inc.
Point72 Asset Management, L.P.
Janus Henderson Group Plc
Campbell & CO Investment Adviser LLC
Clear Street Markets Llc
CWM Advisors, LLC
McIlrath & Eck, LLC
Pictet & Cie (Europe) SA
SG Americas Securities, LLC
Strategic Investment Solutions, Inc. /IL
TIAA Wealth Investment Management LLC
Dunhill Financial, LLC
Qrg Capital Management, Inc.
Nuveen, LLC
Henry James International Management Inc.
High Note Wealth, LLC
1832 Asset Management L.P.
Beacon Pointe Advisors, LLC
Jfs Wealth Advisors, Llc
FSM Wealth Advisors, LLC
UMA Financial Services, Inc.
One Capital Management, LLC
AlphaCentric Advisors LLC
a16z Perennial Management, L.P.
Minot DeBlois Advisors LLC
Monetary Management Group Inc
Empower Advisory Group, LLC
Oak Ridge Investments Llc
GQG Partners LLC
Madson Wealth Advisors Inc
Evolution Wealth Management Inc.
Kiley Juergens Wealth Management, Llc
LPL Financial LLC
HighTower Advisors, LLC
Bailard, Inc.
Advocate Investing Services LLC
Advisors Capital Management, LLC
Capital Wealth Planning, LLC
44 Wealth Management Llc
Private Advisor Group, LLC
Richardson Financial Services Inc.
Connable Office Inc
OneAscent Financial Services LLC
FourThought Financial Partners, LLC
Paul Damon & Associates, Inc.
Sanders Morris Harris Llc
Ameriprise Financial Inc
D.a. Davidson & Co.
Calamos Advisors LLC
Sycomore Asset Management
Diversified Trust Co
Rainey & Randall Investment Management Inc.
Triumph Capital Management
Xxi Wealth, Llc
Andra AP-fonden
Davis R M Inc
Avestar Capital, LLC
Fsb Premier Wealth Management, Inc.
Rialto Wealth Management, LLC
Creative Capital Management Investments LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Aviva Plc
Princeton Capital Management Llc
Capital Asset Advisory Services LLC
SALT Holding Corp.
Bank Of America Corp /de/
Dougherty Wealth Advisers LLC
Guerra Pan Advisors, Llc
Public Employees Retirement System Of Ohio
Lighthouse Investment Partners, LLC
BOK Financial Private Wealth, Inc.
Driehaus Capital Management Llc
Capital Group Investment Management Pte. Ltd.
Valeo Financial Advisors, LLC
Dynasty Wealth Management, Llc
Foundation Wealth Management, LLC\PA
Mariner, LLC
J.w. Cole Advisors, Inc.
Nvest Wealth Strategies, Inc.
Peapack Gladstone Financial Corp
Sage Rhino Capital Llc
Saturna Capital CORP
Tanager Wealth Management LLP
Alliancebernstein L.p.
Heritage Wealth Advisors
Tepp RIA, LLC
Teucrium Investment Advisors, LLC
Indivisible Partners
Greatmark Investment Partners, Inc.
Smartleaf Asset Management LLC
Five Oceans Advisors
Simmons Bank
SBI Securities Co., Ltd.
Great Valley Advisor Group, Inc.
AE Wealth Management LLC
Benson Wealth Management INC
Davidson Investment Advisors
EP Wealth Advisors, Inc.
Hazlett, Burt & Watson, Inc.
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Orca Wealth Management, LLC
Burling Wealth Partners, Llc
Flagship Harbor Advisors, Llc
Kcm Investment Advisors Llc
Lansforsakringar Fondforvaltning AB (publ)
Thrive Capital Management, LLC
Cornerstone Wealth Group, LLC
Kohmann Bosshard Financial Services, LLC
American Century Companies Inc
Empire Financial Management Company, LLC
Farringdon Capital, Ltd.
AdvisorNet Financial, Inc
Defined Wealth Management, Llc
Cetera Investment Advisers
Marathon Capital Management
Lynx Investment Advisory
True Wealth Design, LLC
Evergreen Capital Management Llc
Pittenger & Anderson Inc
Gold Investment Management Ltd.
Ninety One North America, Inc.
Cozad Asset Management Inc
Founders Financial Alliance, LLC
Pictet North America Advisors SA
Figure 8 Investment Strategies Llc
Great Diamond Partners, LLC
Mutual Advisors, LLC
Quantbot Technologies LP
Border to Coast Pensions Partnership Ltd
Activest Wealth Management
O'shaughnessy Asset Management, Llc
RB Capital Management, LLC
Ntv Asset Management Llc
Cornerstone Wealth Management, LLC
NatWest Group plc
Marble Wealth, LLC
Scotia Capital Inc.
Quest 10 Wealth Builders, Inc.
Jackson, Grant Investment Advisers, Inc.
UBS Group AG
Squarepoint Ops LLC
Lido Advisors, LLC
Waystone Advisors Llc
bLong Financial, LLC
Nwam Llc
Checchi Capital Advisers, LLC
Wealth Management Associates, Inc.
Hrt Financial Lp
National Philanthropic Trust
Root Financial Partners, LLC
Boston Private Wealth Llc
Thurston, Springer, Miller, Herd & Titak, Inc.
JNBA Financial Advisors
Millennium Management Llc
Vestal Point Capital, LP
Perigon Wealth Management, LLC
Naviter Wealth, LLC
Sound Income Strategies, LLC
West Michigan Advisors, Llc
PDS Planning, Inc
MCF Advisors LLC
Seascape Capital Management
First Pacific Financial
Huntington National Bank
USS Investment Management Ltd
Calamos Wealth Management LLC
Aventus Investment Advisors, Inc.
V-Square Quantitative Management LLC
Foundations Investment Advisors, LLC
Kornitzer Capital Management Inc /ks
Sound View Wealth Advisors Group, LLC
Csenge Advisory Group
Principal Street Partners, LLC
Vanguard Capital Management Llc
Fca Corp /tx
Holocene Advisors, LP
Principal Financial Group Inc
Chesley Taft & Associates LLC
Phoenix Holdings Ltd.
Commerce Bank
Generali Investments CEE, investicni spolecnost, a.s.
Greystone Financial Group, LLC
We Are One Seven, LLC
Fox Run Management, L.l.c.
Palisade Capital Management Llc/nj
Custom Index Systems, Llc
Smithfield Trust Co
Childress Capital Advisors, Llc
Vaughan David Investments Inc/il
Standard Life Aberdeen plc
Westwood Holdings Group Inc
Columbia Asset Management
Vaughan Nelson Investment Management, L.p.
Us Bancorp \de\
Adviser Investments LLC
Captrust Financial Advisors
Great West Life Assurance Co /can/
Financial Life Planners
Howland Capital Management Llc
Prosperity Bancshares Inc
TCG Advisory Services, LLC
Accurate Wealth Management, LLC
Sivik Global Healthcare LLC
Copley Financial Group, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Xponance, Inc.
Foster Victor Wealth Advisors, LLC
New Republic Capital, LLC
Bogart Wealth, LLC
BridgePort Financial Solutions, LLC
Genesis Private Wealth, Llc
Strive Financial Group ,LLC
Signature Equity Partners, LLC
Wesbanco Bank Inc
Capital Investment Advisory Services, LLC
Capital International Investors
Hantz Financial Services, Inc.
Triglav Skladi, D.o.o.
Alpha Family Trust
ROI Financial Advisors, LLC
Qtron Investments LLC
Alhambra Investment Partners LLC
E&G Advisors, LP
First American Bank
Bruce G. Allen Investments, LLC
Clifford Swan Investment Counsel Llc
DekaBank Deutsche Girozentrale
EJMK Ventures LLC
Kestra Advisory Services, LLC
Banco Santander, S.A.
Trust Co
PFS Partners, LLC
111 Capital
Elequin Capital Lp
Gabelli Funds Llc
Axis Wealth Partners, LLC
TD Capital Management LLC
Modera Wealth Management, LLC
Wellington Shields & Co., LLC
MOR Wealth Management, LLC
Opal Wealth Advisors, LLC
Aurora Investment Counsel
MBM Wealth Consultants, LLC
Apollon Wealth Management, LLC
Vista Investment Partners Llc
JPL Wealth Management, LLC
Chapin Davis, Inc.
Russell Investments Group, Ltd.
West Family Investments, Inc.
Occidental Asset Management, LLC
71 West Capital Partners
Epoch Investment Partners, Inc.
Zhang Financial LLC
Simplicity Wealth,LLC
First Community Trust Na
Federation des caisses Desjardins du Quebec
Midwest Trust Co
Wealth Alliance
Lord, Abbett & Co. Llc
Precision Wealth Strategies, LLC
S&co Inc
New England Research & Management, Inc.
Parnassus Investments /ca
Evergreen Wealth Solutions, LLC
Estabrook Capital Management
Mitsubishi UFJ Trust & Banking Corp
Americana Partners, LLC
Exencial Wealth Advisors, Llc
General Partner, Inc.
Meadowbrook Advisors Group, LLC
Assenagon Asset Management S.A.
Cerro Pacific Wealth Advisors LLC
Townsquare Capital Llc
Impact Capital Partners LLC
Kingdom Financial Group LLC.
Harbour Investments, Inc.
Coston, McIsaac & Partners
Nbc Securities, Inc.
Tcw Group Inc
Crawford Investment Counsel Inc
Eagle Global Advisors Llc
Klingman & Associates, LLC
Acropolis Investment Management, LLC
Centennial Bank/AR/
Nicholas Hoffman & Company, LLC.
Wellspring Financial Advisors, LLC
Stock Yards Bank & Trust Co
Voya Investment Management Llc
Verdence Capital Advisors LLC
AlphaCore Capital LLC
First Trust Advisors Lp
Te Ahumairangi Investment Management Ltd
Kayne Anderson Rudnick Investment Management Llc
Zurich Insurance Group Ltd/FI
American Capital Advisory, LLC
4J Wealth Management LLC
Acumen Wealth Advisors, LLC
First Command Advisory Services, Inc.
PenderFund Capital Management Ltd.
Patriot Investment Management Inc.
Westover Capital Advisors, LLC
Camden Capital, LLC
Barry Investment Advisors, LLC
Arkadios Wealth Advisors
Clal Insurance Enterprises Holdings Ltd
Albion Financial Group /ut
Mesirow Financial Investment Management, Inc.
GM Advisory Group, Inc.
Lmcg Investments, Llc
Aries Wealth Management
Investors Asset Management Of Georgia Inc /ga/ /adv
ABN AMRO Bank N.V.
Icon Wealth Advisors, LLC
Sunbelt Securities, Inc.
Voya Financial Advisors, Inc.
Groupama Asset Managment
Royal London Asset Management Ltd
Advisortrust Partners, Llc
Capital International Inc /ca/
Valued Wealth Advisors LLC
London Co Of Virginia
Cox Capital Mgt LLC
PUREfi Wealth, LLC
Price T Rowe Associates Inc /md/
Farallon Capital Management Llc
Meyer Handelman Co
TD Waterhouse Canada Inc.
Sofinnova Investments, Inc.
MAI Capital Management
Investor Ab
Godfrey Financial Associates, Inc.
Southern Michigan Bank & Trust
Laird Norton Trust Company, Llc
Hardy Reed LLC
Credit Agricole S A
Advisors Asset Management, Inc.
Cherokee Insurance Co
Costello Asset Management, INC
Community Trust & Investment Co
Envestnet Asset Management Inc
Ensign Peak Advisors, Inc
Fidelis Capital Partners, LLC
United Advisor Group, LLC
Intech Investment Management Llc
Old National Bancorp /in/
Natixis Advisors, L.p.
Main Street Research LLC
Angeles Wealth Management, Llc
Catalytic Wealth RIA, LLC
KFA Private Wealth Group, LLC
Wedmont Private Capital
Owl Creek Wealth Partners LLC
Dorsey & Whitney Trust CO LLC
Prime Capital Investment Advisors, LLC
Clark Capital Management Group, Inc.
Hancock Whitney Corp
Intentional Wealth Strategies, LLC
Legato Capital Management LLC
Monument Capital Management
Clear Investment Research, Llc
Brown, Lisle/cummings, Inc.
Guggenheim Capital Llc
Comprehensive Financial Consultants Institutional, Inc.
Vision Retirement, LLC
Sigma Planning Corp
Evelyn Partners Asset Management Ltd
Fwl Investment Management, Llc
CFG Wealth Management Services, Inc.
ARGA Investment Management, LP
Atlantic Trust, LLC
Innovative Asset Advisors Group, LLC
Teachers Retirement System Of The State Of Kentucky
Moors & Cabot, Inc.
LVW Advisors, LLC
Kera Capital Partners, Inc.
Hendley & Co Inc
Hager Investment Management Services, Llc
Argos Wealth Advisors, LLC
LGT Fund Management Co Ltd.
Meeder Advisory Services, Inc.
Ausdal Financial Partners, Inc.
Sphera Funds Management Ltd.
Venturi Wealth Management, LLC
Aigen Investment Management, Lp
BLI - Banque de Luxembourg Investments
Asset Dedication, LLC
Harbour Capital Advisors, LLC
Argonautica Private Wealth Management, Inc
Anfield Capital Management, LLC
Amundi
CWA Asset Management Group, LLC
Patten Group, Inc.
Pines Wealth Management, LLC
XTX Topco Ltd
Pinnacle Wealth Management Advisory Group, LLC
Operose Advisors LLC
1 North Wealth Services Llc
Castle Hook Partners LP
Tiaa-cref Individual & Institutional Services, Llc
Affinity Wealth Management Llc
Kingsview Wealth Management, LLC
True Link Financial Advisors, LLC
Two Sigma Securities, Llc
Hamilton Wealth, LLC
Gray Foundation
Quantitative Investment Management, LLC
RMB Capital Management, LLC
CIBC World Markets Inc.
GKV Capital Management Co., Inc.
VELA Investment Management, LLC
RFG Advisory, LLC
Hsbc Holdings Plc
Vanguard Investments Australia, Ltd.
Thoroughbred Financial Services, Llc
Advisors Management Group Inc /adv
Capital International Ltd /ca/
Bayban
Sofos Investments, Inc.
Canal Capital Management, LLC
Petros Family Wealth, LLC
Spears Abacus Advisors LLC
Naples Global Advisors, Llc
Virtus ETF Advisers LLC
Intesa Sanpaolo Wealth Management
Pnc Financial Services Group, Inc.
Colonial River Wealth Management, LLC
Victory Capital Management Inc
Numerai GP LLC
Polen Capital Management Llc
Simplify Asset Management Inc.
Jones Financial Companies Lllp
TFC Financial Management
Legal Advantage Investments, Inc.
Focus Financial Network, Inc.
Connecticut Wealth Management, LLC
Jpmorgan Chase & Co
SEB Asset Management AB
Empowered Funds, LLC
Tealwood Asset Management Inc
Dynamic Advisor Solutions LLC
Fiera Capital Corp
Caisse Des Depots Et Consignations
Walleye Trading LLC
PCM Encore, LLC
Goldman Sachs Group Inc
Imprint Wealth LLC
Silvercrest Asset Management Group Llc
MBL Wealth, LLC
Fort Sheridan Advisors Llc
Baader Bank INC
Pacific Excel Wealth Advisors, Inc.
Brown Advisory Inc
Prelude Capital Management, Llc
HighMark Wealth Management LLC
Boothbay Fund Management, Llc
Berman McAleer LLC
DeDora Capital, Inc.
Cookson Peirce & Co Inc
Gibbs Wealth Management
Atomi Financial Group, Inc.
Orbimed Advisors Llc
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Perpetual Ltd
Van Eck Associates Corp
Agf Management Ltd
Mascoma Wealth Management LLC
Warren Averett Asset Management, LLC
St Germain D J Co Inc
Sherman Porfolios, Llc
Nations Financial Group Inc, /ia/ /adv
Brandywine Oak Private Wealth Llc
VestGen Advisors, LLC
LMR Partners LLP
Quadrant Private Wealth Management, LLC
Dymon Asia Capital (singapore) Pte. Ltd.
MONECO Advisors, LLC
Toth Financial Advisory Corp
Cowa, Llc
Hughes Financial Services, LLC
James Investment Research Inc
Cordatus Wealth Management LLC
Keebeck Wealth Management, LLC
Allworth Financial LP
Essex Financial Services, Inc.
Truvestments Capital Llc
Zrc Wealth Management, Llc
Ontario Teachers Pension Plan Board
VANGUARD ASSET MANAGEMENT, Ltd
Man Group plc
Evolve Private Wealth, Llc
Vanguard Portfolio Management Llc
Coldstream Capital Management Inc
Charles Schwab Investment Management Inc
Perennial Investment Advisors, LLC
Azimuth Capital Investment Management LLC
Mount Yale Investment Advisors, LLC
Avantra Family Wealth, Inc.
Artemis Investment Management LLP
Greykasell Wealth Strategies, Inc.
Penserra Capital Management LLC
Bnp Paribas Arbitrage, Sa
Resources Management Corp /ct/ /adv
Gts Securities Llc
Portside Wealth Group, LLC
Invesco Ltd.
S Harris Financial Group, LLC
Avion Wealth
Td Private Client Wealth Llc
Bingham Private Wealth, Llc
Souders Financial Advisors
Capula Management Ltd
Sanders Capital, LLC
Freestone Capital Holdings, LLC
Ieq Capital, Llc
Vanguard National Trust Co
EverSource Wealth Advisors, LLC
Assetmark, Inc
Ascent Group, LLC
Hilton Capital Management, LLC
Manufacturers Life Insurance Company, The
Cardinal Point Capital Management, ULC
Aventura Private Wealth, LLC
Samjo Management, LLC
Fisher Asset Management, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
EFG International AG
Bessemer Group Inc
Covenant Asset Management, LLC
Hamel Associates, Inc.
Financial Perspectives, Inc
Becker Capital Management Inc
IFP Advisors, Inc
Riversedge Advisors, Llc
Korea Investment CORP
Bellecapital International Ltd.
WPG Advisers, LLC
Bank Of Montreal /can/
SRS Capital Advisors, Inc.
Enterprise Financial Services Corp
Primecap Management Co/ca/
Palladiem, Llc
Level Four Advisory Services, Llc
Engineers Gate Manager LP
Harbor Investment Advisory, Llc
JustInvest LLC
IMA Wealth, Inc.
Iams Wealth Management, Llc
Aspiriant, Llc
Kathmere Capital Management, LLC
LaSalle St. Investment Advisors, LLC
Summit Financial, LLC
Wealth Preservation Advisors, LLC
BlackRock, Inc.
First Horizon Corp
Abacus Wealth Partners, LLC
Channel Wealth Llc
Rexford Capital Inc
Atlantic Union Bankshares Corp
Integrated Advisors Network LLC
Sentinel Trust Co Lba
Moody Lynn & Lieberson, Llc
GLOBALT Investments LLC / GA
Legacy Capital Wealth Partners, LLC
Cwm, Llc
Citadel Advisors Llc
Kingswood Wealth Advisors, Llc
Evelyn Partners Investment Management (Europe) Ltd
AssuredPartners Investment Advisors, LLC
McLean Asset Management Corp
Insigneo Advisory Services, Llc
Fiduciary Trust Co
Pathstone Holdings, LLC
Sivia Capital Partners, LLC
Harding Loevner Lp
Missouri Trust & Investment Co
Putnam Fl Investment Management Co
17 Capital Partners, Llc
Magnus Financial Group LLC
Public Sector Pension Investment Board
Cornerstone Planning Group LLC
Brown Financial Advisors
R Squared Ltd
Wells Fargo & Company/mn
Texas Capital Bank Wealth Management Services Inc
Axiom Investment Management LLC
South Plains Financial, Inc.
Twin Tree Management, LP
Blair William & Co/il
Lavaca Capital Llc
Hexagon Capital Partners LLC
Creative Financial Designs Inc /adv
Parkwood LLC
Oarsman Capital, Inc.
Maryland State Retirement & Pension System
Hoey Investments, Inc
Modern Wealth Management, LLC
Canopy Partners, LLC
Cary Street Partners Financial Llc
Redmont Wealth Advisors Llc
Vanguard Fiduciary Trust Co
Strategic Wealth Partners, Ltd.
Haverford Trust Co
Parkside Financial Bank & Trust
One Wealth Advisors, LLC
Jeppson Wealth Management, Llc
Bridgewater Advisors Inc.
Verity Asset Management, Inc.
Park Square Financial Group, LLC
Steigerwald, Gordon & Koch Inc.
Legacy Capital Group California, Inc.
Saxony Capital Management, LLC
Ballentine Partners, LLC
Meridian Wealth Management, LLC
Cypress Wealth Services, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Morton Brown Family Wealth, LLC
Gateway Investment Advisers Llc
Dixon Mitchell Investment Counsel Inc.
NINE MASTS CAPITAL Ltd
Rossmore Private Capital
Keystone Financial Group
Norden Group Llc
Massachusetts Financial Services Co /ma/
Oak Family Advisors, Llc
Cove Private Wealth, LLC
May Hill Capital, LLC
Armstrong, Fleming & Moore, Inc
Sittner & Nelson, Llc
Fiduciary Group LLC
Dogwood Wealth Management LLC
Parsonex Advisory Services, Inc.
Stirlingshire Investments, Inc.
DRW Securities, LLC
Choate Investment Advisors
Balboa Wealth Partners
Toroso Investments, LLC
Strategic Global Advisors, LLC
Steward Partners Investment Advisory, Llc
Avalon Trust Co
Raleigh Capital Management Inc.
Atlantic Edge Private Wealth Management, LLC
Morgan Stanley
Drive Wealth Management, Llc
M&G Plc
Roehl & Yi Investment Advisors, LLC
Whipplewood Advisors, LLC
Cornerstone Financial Management LLC
Facet Wealth, Inc.
Madison Asset Management, LLC
Royal Bank Of Canada
Graham Capital Management, L.P.
Equitable Holdings, Inc.
Procyon Private Wealth Partners, LLC
Signature Estate & Investment Advisors Llc
Foster Dykema Cabot & Partners, Llc
Alteri Wealth LLC
Sfmg, Llc
Independent Financial Group, Llc
Avidian Wealth Solutions, LLC
Hoxton Planning & Management, LLC
Tobias Financial Advisors, Inc.
Franklin Resources Inc
Williams Jones Wealth Management, LLC.
Brookmont Capital Management
Odyssey Capital Advisors, Inc.
Anchyra Partners Llc
Crewe Advisors LLC
United Capital Financial Advisers, Llc
Compagnie Lombard Odier SCmA
Marshall Wace, Llp
Independent Advisor Alliance
Westfuller Advisors, LLC
CI Private Wealth, LLC
BRYN MAWR TRUST Co
Advisor Group Holdings, Inc.
Regal Investment Advisors LLC
Bamco Inc /ny/
Newbridge Financial Services Group, Inc.
Keel Point, LLC
OneAscent Family Office, LLC
Coordinated Financial Services, Inc.
Gratus Wealth Advisors, LLC
Third View Private Wealth, LLC
North Star Investment Management Corp.
Keybank National Association/oh
CENTRAL TRUST Co
Cohen Investment Advisors LLC
Bedel Financial Consulting, Inc.
Skopos Labs, Inc.
Parr Mcknight Wealth Management Group, Llc
Wealthfront Advisers Llc
Fosun International Ltd
Truist Financial Corp
Evoke Wealth, Llc
Quadrant Capital Group Llc
King Luther Capital Management Corp
Wsfs Capital Management, Llc
Garton & Associates Financial Advisors LLC
Luken Investment Analytics, LLC
Burney Co/
Altrius Capital Management Inc
Centerpoint Advisors, LLC
Thompson Investment Management, Inc.
KDT Advisors, LLC
AMG National Trust Bank
Cassaday & Co Wealth Management LLC
Aqr Capital Management Llc
Stifel Financial Corp
Bleakley Financial Group, LLC
Borer Denton & Associates, Inc.
Seed Wealth Management, Inc.
Brian Low Financial Group, Llc
China Universal Asset Management Co., Ltd.
HBK Sorce Advisory LLC
DAVENPORT & Co LLC
Paradigm Asset Management Co Llc
Financial Management Professionals, Inc.
Aviso Financial Inc.
Sovran Advisors, LLC
Founders Financial Securities Llc
South Street Advisors LLC
Peterson Wealth Management
Ossiam
Zevin Asset Management Llc
Gillespie Robinson & Grimm Inc
Rodgers Brothers Inc.
Thornburg Investment Management Inc
Creative Planning
Nilsine Partners, LLC
Avid Wealth Partners LLC
Stephens Inc /ar/
MidFirst Bank
Abound Wealth Management
Allianz Asset Management GmbH
Summit Global Investments
Arwa Llc
Marks Group Wealth Management, Inc
Pin Oak Investment Advisors Inc
Arrowstreet Capital, Limited Partnership
State Street Corp
Meadow Creek Wealth Advisors Llc
Elevated Capital Advisors, LLC
Smallwood Wealth Investment Management, LLC
Asset Allocation & Management Company, LLC
Wedbush Securities Inc
Ninety One SA (PTY) Ltd
Cornerstone Planning, LLC
Seeds Investor Llc
Mirae Asset Global Investments Co., Ltd.
First Manhattan Co
Moneta Group Investment Advisors Llc
Vision Financial Markets Llc
Federated Hermes, Inc.
Signet Financial Management, Llc
Mercer Global Advisors Inc /adv
Two Sigma Investments, Lp
Arista Wealth Management, LLC
Westerkirk Capital Inc.
Penobscot Investment Management Company, Inc.
Rothschild Investment Llc
Metis Global Partners, LLC
Financial Consulate, Inc
Youngs Advisory Group, Inc.
De Burlo Group Inc
FDx Advisors, Inc.
Visionary Wealth Advisors
Aaron Wealth Advisors LLC
Cary Street Partner Investment Advisory Llc
Denali Advisors Llc
Skandinaviska Enskilda Banken AB (publ)
Zwj Investment Counsel Inc
Pacific Center for Financial Services
Rehmann Capital Advisory Group
Peregrine Asset Advisers, Inc.
LRI Investments, LLC
State Of Wisconsin Investment Board
J. Safra Sarasin Holding AG
U.S. Capital Wealth Advisors, LLC
Stratos Wealth Partners, LTD.
Vista Investment Management
Hartland & Co., LLC
National Asset Management, Inc.
Advisor OS, LLC
Exane Asset Management
RWM Asset Management, LLC
Syon Capital Llc
Saranac Partners Ltd
Ccm Investment Advisers Llc
Atwood & Palmer Inc
Annis Gardner Whiting Capital Advisors, LLC
Armstrong Advisory Group, Inc
EPG Wealth Management LLC
Wolff Wiese Magana Llc
Northcape Wealth Management, Llc
Hanson & Doremus Investment Management
Benjamin Edwards Inc
National Bank Of Canada /fi/
Mather Group, Llc.
ASR Vermogensbeheer N.V.
American Trust
denkapparat Operations GmbH
Union Savings Bank
Advisory Resource Group
Integrated Wealth Concepts LLC
Wilkerson Advisory Group LLC
Schonfeld Strategic Advisors LLC
Everpar Advisors Llc
Salomon & Ludwin, LLC
Dodge & Cox
Hm Payson & Co
Exchange Traded Concepts, Llc
Neville Rodie & Shaw Inc
Soltis Investment Advisors LLC
CIBC Asset Management Inc
Tranquility Partners, LLC
Quadrature Capital Ltd
Guardian Wealth Management, Inc.
Spartan Wealth Advisory Services LLC
Integral Health Asset Management, LLC
Cidel Asset Management Inc
Laurion Capital Management LP
MetLife Investment Management, LLC
Venture Visionary Partners LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Advyzon Investment Management, LLC
Finward Bancorp
Quaker Wealth Management, LLC
Net Worth Advisory Group
Overbrook Management Corp
Achmea Investment Management B.V.
Chevy Chase Trust Holdings, Inc.
Farmers & Merchants Investments Inc
Old Point Trust & Financial Services N A
Kestra Private Wealth Services, Llc
Lake Street Financial Llc
Keating Financial Advisory Services, Inc.
Cascade Financial Partners, LLC
Mayflower Financial Advisors, LLC
Tower Research Capital LLC (TRC)
CIBC Bancorp USA Inc.
Smith, Salley & Associates
Cumberland Partners Ltd
Clayton Partners LLC
Ellevest, Inc.
Cullen/frost Bankers, Inc.
First Long Island Investors, LLC
PFG Investments, LLC
Strengthening Families & Communities, LLC
Mackenzie Financial Corp
Weil Company, Inc.
Groupe la Francaise
Marex Group plc
Diversified Enterprises, LLC
Paladin Wealth, LLC
SkyView Investment Advisors, LLC
Simon Quick Advisors, Llc
Principal Securities, Inc.
NorthRock Partners, LLC
Mosaic Financial Group, Llc
Lazard Asset Management Llc
Platinum Investment Management Ltd
Searle & Co.
True North Advisors, LLC
Widmann Financial Services, Inc.
McAdam, LLC
Legacy Wealth Managment, LLC/ID
Pacer Advisors, Inc.
SHP Wealth Management
Nicholas Company, Inc.
GHP Investment Advisors, Inc.
Kendall Capital Management
Sapient Capital Llc
Rhumbline Advisers
Thompson Siegel & Walmsley Llc
Bfsg, Llc
Zurcher Kantonalbank (Zurich Cantonalbank)
Pictet Asset Management Holding SA
Golden State Equity Partners
Resolute Wealth Strategies, LLC
Fifth Third Wealth Advisors LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Gutierrez Wealth Advisory, LLC
Colonial Trust Advisors
Ameriflex Group, Inc.
Measured Wealth Private Client Group, LLC
SFG Wealth Management, LLC.
Signal Advisors Wealth, LLC
Cedar Mountain Advisors, LLC
Obermeyer Wood Investment Counsel, Lllp
Worldquant Millennium Advisors Llc
Savvy Advisors, Inc.
Henshaw Capital LLC
SBI Okasan Asset Management Co.Ltd.
Woodley Farra Manion Portfolio Management Inc
Astoria Portfolio Advisors LLC.
Sagespring Wealth Partners, Llc
Principia Wealth Advisory, LLC
Rsm Us Wealth Management Llc
Uhlmann Price Securities, Llc
Martin Investment Management, LLC
Cresset Asset Management, LLC
Jane Street Group, Llc
Resources Investment Advisors, LLC.
WCG Wealth Advisors LLC
Bank Julius Baer & Co. Ltd, Zurich
First City Capital Management, Inc.
Redwood Investment Management, Llc
Baird Financial Group, Inc.
Integrity Alliance, Llc.
Fairscale Capital, LLC
Strategic Investment Advisors / MI
Clear Wave Wealth Management Llc
Ancora Advisors, LLC
CVA Family Office, LLC
Seacrest Wealth Management, Llc
Bearing Point Capital, Llc
BKM Wealth Management, LLC
Baker Tilly Financial, Llc
FIL Ltd
First Citizens Bank & Trust Co
SFE Investment Counsel
Cinctive Capital Management LP
Farmers & Merchants Trust Co of Chambersburg PA
Aprio Wealth Management, LLC
Westview Management dba Westview Investment Advisors
Town & Country Bank & Trust CO dba First Bankers Trust CO
OMERS ADMINISTRATION Corp
ExodusPoint Capital Management, LP
Ashton Thomas Private Wealth, LLC
Clean Yield Group
Traveka Wealth, LLC
D. E. Shaw & Co., Inc.
Northstar Financial Companies, Inc.
Gradient Investments LLC
Qube Research & Technologies Ltd
Westside Investment Management, Inc.
Kozak & Associates, Inc.
Barings Llc
VisionPoint Advisory Group, LLC
Piscataqua Savings Bank
St. Johns Investment Management Company, LLC
Valicenti Advisory Services Inc
Brevan Howard Capital Management LP
Canada Pension Plan Investment Board
Brinker Capital Investments, LLC
Pinnacle Wealth Planning Services, Inc.
Davidson Trust Co
Capital Investment Management, Inc.
Picton Mahoney Asset Management
Walleye Capital LLC
Simplex Trading, Llc
Ingalls & Snyder Llc
Athena Wealth Management, LLC
Ritholtz Wealth Management
Sunrise Financial Services, LLC
NWF Advisory Services Inc.
Holistic Financial Partners
Journey Strategic Wealth Llc
Manchester Capital Management LLC
Swedbank AB
Macquarie Group Ltd
AA Financial Advisors, LLC
Bank OZK
Advisory Services Network, LLC
Adirondack Trust Co
Ramirez Asset Management, Inc.
Legal & General Group Plc
Jaffetilchin Investment Partners, LLC
Vanguard Global Advisers, LLC
BKD Wealth Advisors, LLC
Bradley Foster & Sargent Inc/ct
Bartlett & Co. Wealth Management Llc
Quantinno Capital Management LP
Fmr Llc
State of Tennessee, Treasury Department
Fideuram Asset Management (Ireland) dac
Caption Management, LLC
Sit Investment Associates Inc
Quarry LP
Temasek Holdings (Private) Ltd
Transamerica Financial Advisors, Inc.
Thrivent Financial For Lutherans
Catalyst Funds Management Pty Ltd
Inscription Capital, LLC
Hara Capital LLC
Value Partners Investments Inc.
Advocate Group Llc
Capital Research Global Investors
Massmutual Trust Co Fsb/adv
MUFG Securities EMEA plc
Callan Family Office, LLC
Intrust Bank Na
Essex Savings Bank
Aureus Asset Management, LLC
Sowell Financial Services LLC
Lloyd Advisory Services, LLC.
Deutsche Bank Ag\
Allspring Global Investments Holdings, LLC
Lakeridge Wealth Management LLC
Allianz Se
Keudell/Morrison Wealth Management
Janney Montgomery Scott LLC
Guardian Capital Lp
Personal Cfo Solutions, Llc
Bollard Group LLC
Aspen Grove Capital, LLC
Alyeska Investment Group, L.P.
Atlas Capital Advisors Llc
Morse Asset Management, Inc
Mowery & Schoenfeld Wealth Management, LLC
SJS Investment Consulting Inc.
Plato Investment Management Ltd
Burk Holdings LLC
Baron Wealth Management LLC
Ronald Blue Trust, Inc.
Channing Global Advisors, Llc
Fulcrum Wealth Advisors, Llc
Navalign, LLC
Citigroup Inc
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Monte Financial Group, LLC
Money Concepts Capital Corp
Portfolio Design Labs, LLC
Pointe Capital Management LLC
Northstar Group, Inc.
Johnson Investment Counsel Inc
Triad Wealth Partners, LLC
Ar Asset Management Inc
WealthPlan Investment Management, LLC
TOWER TRUST & INVESTMENT Co
Lester Murray Antman dba SimplyRich
Kennedy Capital Management, Inc.
Frank, Rimerman Advisors LLC
Buckingham Strategic Partners
New York State Common Retirement Fund
Valley National Advisers Inc
Klein Pavlis & Peasley Financial, Inc.
Chilton Capital Management Llc
Oxbow Advisors, LLC
Wealthspire Advisors, LLC
Arrow Capital Pty Ltd
Colonial Trust Co / SC
Sequoia Financial Advisors, LLC
Lyell Wealth Management, Lp
Strategic Advisors LLC
Ninety One UK Ltd
Capital World Investors
Td Asset Management Inc
Livet Wealth, LLC
Mission Wealth Management, Lp
Mcintyre Freedman & Flynn Investment Advisers Inc
Bell Investment Advisors, Inc
Glenview Trust Co
Heritage Family Offices, LLP
Sava Infond d.o.o.
Diversify Wealth Management, Llc
Hartford Funds Management Co LLC
Wall Street Financial Group, Inc.
Flaharty Asset Management, LLC
Addison Advisors LLC
Acorn Creek Capital Llc
International Assets Investment Management, Llc
Optivise Advisory Services LLC
Encompass More Asset Management
Skba Capital Management Llc
Garner Asset Management Corp
Cerity Partners LLC
Fairvoy Private Wealth, LLC
SCS Capital Management LLC
Argent Trust Co
Murphy & Mullick Capital Management Corp
Azzad Asset Management Inc /adv
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
Investment Management Trust, LLC
Quotient Wealth Partners, LLC
Koshinski Asset Management, Inc.
Joel Isaacson & Co., LLC
Analyst IMS Investment Management Services Ltd.
Sachetta, LLC
Boston Common Asset Management, LLC
Corient IA LLC
Horizon Kinetics Asset Management Llc
Retirement Guys Formula Llc
Evelyn Partners Investment Management Services Ltd
Pinnacle Financial Partners, Inc.
Sterling Capital Management LLC
Longaeva Partners L.P.
WealthCollab, LLC
Maseco Llp
Community Bank, N.A.
Legacy Wealth Advisors, LLC
Boone Capital Management Llc
Bank of New York Mellon Corp
Generali Asset Management SPA SGR
Wealth Dimensions Group, Ltd.
Park Avenue Securities Llc
BNP Paribas Asset Management Holding S.A.
Causeway Capital Management Llc
Citizens National Bank Trust Department
DSG Capital Advisors, LLC
Lodestone Wealth Management LLC
Vestmark Advisory Solutions, Inc.
Carnegie Capital Asset Management, LLC
Fortitude Family Office, LLC
Purpose Unlimited Inc.
Magnetar Financial LLC
SIH Partners, LLLP
Caitong International Asset Management Co., Ltd
Vident Advisory, LLC
Claro Advisors LLC
RiverFront Investment Group, LLC
Edmond De Rothschild Holding S.a.
Brown Brothers Harriman & Co
Fourth Dimension Wealth, LLC
Balyasny Asset Management Llc
DGS Capital Management, LLC
Gateway Wealth Partners, LLC
Malaga Cove Capital, LLC
Stone House Investment Management, LLC
Park National Corp /oh/
Harvest Portfolios Group Inc.
Krilogy Financial LLC
Clearbridge Investments, LLC
Golden State Wealth Management, LLC
PFG Advisors
Merit Financial Group, LLC
Pekin Hardy Strauss, Inc.
New England Capital Financial Advisors LLC
Farmers & Merchants Trust Co of Long Beach
Boston Partners
Mutual Of America Capital Management Llc
Consultiva Wealth Management, Corp.
Leavell Investment Management, Inc.
Capital International Sarl
First Foundation Advisors
Evercore Wealth Management, LLC
GeoWealth Management, LLC
Oppenheimer Asset Management Inc.
J. Goldman & Co LP
Vontobel Holding Ltd.
Hallmark Capital Management Inc
PGGM Investments
1248 Management, LLC
Mechanics Financial Corp
NewEdge Wealth, LLC
Envestnet Portfolio Solutions, Inc.
Prospera Financial Services Inc
Emerald Investment Partners, Llc
AIMZ Investment Advisors, LLC
Breakwater Capital Group
Mv Capital Management, Inc.
Twin Peaks Wealth Advisors, LLC
J.Safra Asset Management Corp
Raymond James Financial Inc
Yousif Capital Management, Llc
Profund Advisors Llc
Susquehanna International Group, Llp
Summit Trail Advisors, Llc
Tsfg, Llc
Wellington Grp LLC
Wiley Bros.-aintree Capital, Llc
SOUTH STATE Corp
Key FInancial Inc
Wealthcare Advisory Partners LLC
Alta Capital Management Llc/
Grandfield & Dodd, Llc
Anchor Capital Advisors Llc
Pinnacle Associates Ltd
Prudential Plc
McMillan Office, Inc.
Spinnaker Investment Group, LLC
OpenArc Corporate Advisory, LLC
Fifth Third Bancorp
Northwestern Mutual Wealth Management Co
Exeter Financial, LLC
Quent Capital, LLC
HighPoint Advisor Group LLC
Neuberger Berman Group LLC
Atria Investments Llc
Rossby Financial, LCC
PFG Private Wealth Management, LLC
Banque Pictet & Cie Sa
L & S Advisors Inc
Caldwell Trust Co
Acadian Asset Management Llc
Capital Analysts, Inc.
Capital Group Private Client Services, Inc.
Mcguire Capital Advisors Inc
Potomac Fund Management Inc /adv
Robbins Farley Llc
Centaurus Financial, Inc.
Wellington Management Group Llp
GAMMA Investing LLC
Healthcare Of Ontario Pension Plan Trust Fund
M&t Bank Corp
Mark Sheptoff Financial Planning, Llc
Tidemark, LLC
Summitry Llc
Great Lakes Retirement, Inc.
Dnca Finance
Stockman Wealth Management, Inc.
Artia Global Partners LP
Chilton Investment Co Llc
Dakota Wealth Management
Osmosis Investment Management UK Ltd
Entrust Financial Llc
Keenan, LLC
Brookstone Capital Management
Prosperity Consulting Group, LLC
LGT Group Foundation
SmartHarvest Portfolios, LLC
Gallacher Capital Management LLC
DHJJ Financial Advisors, Ltd.
Providence First Trust Co
Parrish Capital LLC
Apella Capital, LLC
Crestwood Advisors Group LLC
Stablepoint Partners, LLC
Seven Mile Advisory
Brucke Financial, Inc.
Swiss National Bank
Northwest Quadrant Wealth Management, LLC
Spirepoint Private Client, Llc
Persistent Asset Partners Ltd
Ewa, Llc
Frec Markets, Inc.
Diversify Advisory Services, LLC
Pensionmark Financial Group, Llc
Trillium Asset Management, Llc
Resonant Capital Advisors, LLC
Goelzer Investment Management, Inc.
Traub Capital Management LLC
Jacobi Capital Management LLC
Fulton Bank, N.a.
Transcend Wealth Collective, Llc
Evelyn Partners Investment Management LLP
Beacon Investment Advisory Services, Inc.
Altfest L J & Co Inc
Vann Equity Management LLC
Anchor Investment Management, LLC
Massachusetts Wealth Management
XML Financial, LLC
Mml Investors Services, Llc
Mitchell & Pahl Private Wealth, Llc
Center For Asset Management LLC
Oppenheimer & Co Inc
Abel Hall, LLC
Collaborative Fund Advisors, LLC
Kilter Group LLC
Grimes & Company, Inc.
Jefferies Financial Group Inc.
Essential Partners LLC
William Blair Investment Management, Llc
Bay Capital Advisors, LLC
August Group Capital Ltd
Lebenthal Global Advisors, LLC
Tudor Investment Corp Et Al
Nisa Investment Advisors, Llc
Ubs Asset Management Americas Inc
Old North State Trust, LLC
Cambridge Investment Research Advisors, Inc.
Hanlon Investment Management, Inc.
Sanchez Levi Garrett
Northern Trust Corp
Bank Of Stockton
MPS Loria Financial Planners, LLC
Greenspring Advisors, LLC
Oxford Financial Group Ltd
Fred Alger Management, Llc
Salem Investment Counselors Inc
Mmbg Investment Advisors Co.
Tiaa Trust, National Association
Courier Capital Llc
Decker Retirement Planning Inc.
Pure Financial Advisors, Inc.
Credit Industriel Et Commercial
Rockefeller Capital Management L.P.
Banque de Luxembourg S.A.
Howe & Rusling Inc
Pingora Partners LLC
Braeburn Wealth Management LLC
Compass Ion Advisors, LLC
FNY Investment Advisers, LLC
Cambiar Investors Llc
Intesa Sanpaolo S.p.a.
Larson Financial Group LLC
Optiver Holding B.V.
RDA Financial Network
Phillips Wealth Planners LLC
Oakworth Capital, Inc.
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
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