BERKELEY LTS INC shareholder history

Current and past BERKELEY LTS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 12120.00%0.00%0.00%Q3 2020Q2 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.00%0.00%Q4 2020Q1 202324
JANE STREET GROUP, LLC 920.00%0.00%0.00%Q4 2020Q3 202319
ROYAL BANK OF CANADA 13130.00%0.00%0.00%Q3 2020Q3 202314
SC US (TTGP), LTD. 13130.01%1.02%5.92%Q3 2020Q3 202313
BRANDYWINE MANAGERS, LLC 13130.01%0.50%1.08%Q3 2020Q3 202313
Cutler Group LLC / CA 770.00%0.00%0.01%Q1 2021Q3 202213
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13130.00%0.00%0.00%Q3 2020Q3 202313
FMR LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
NORTHERN TRUST CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
GEODE CAPITAL MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
VANGUARD GROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
Bank of New York Mellon Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.01%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.01%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 13130.00%0.00%0.01%Q3 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.00%0.01%Q3 2020Q3 202313
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
RHUMBLINE ADVISERS 13130.00%0.00%0.00%Q3 2020Q3 202313
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.00%Q3 2020Q3 202313
STATE STREET CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 12120.00%0.00%0.01%Q3 2020Q2 202313
NEW YORK STATE COMMON RETIREMENT FUND 12120.00%0.00%0.00%Q3 2020Q2 202312
Comprehensive Financial Management LLC 12120.01%0.12%0.53%Q4 2020Q3 202312
ARK Investment Management 12120.01%0.25%0.58%Q3 2020Q2 202312
OSAIC HOLDINGS, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
CITIGROUP INC 11110.00%0.00%0.00%Q3 2020Q1 202312
BlackRock Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
Baillie Gifford 12120.00%0.02%0.05%Q3 2020Q2 202312
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.02%Q3 2020Q2 202312
Nuveen Asset Management, LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 11110.00%0.00%0.00%Q3 2020Q1 202311
Sumitomo Mitsui Trust Holdings, Inc. 11110.00%0.00%0.01%Q4 2020Q2 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2020Q1 202311
Invesco Ltd. 11110.00%0.00%0.01%Q3 2020Q1 202311
BLAIR WILLIAM & CO/IL 11110.00%0.00%0.02%Q4 2020Q2 202311
Legal & General Group Plc 11110.00%0.00%0.00%Q3 2020Q1 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q3 2020Q1 202311
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.02%Q3 2020Q1 202311
Nikko Asset Management Americas, Inc. 11110.00%0.02%0.04%Q4 2020Q2 202311
FEDERATED HERMES, INC. 740.00%0.02%0.04%Q3 2020Q2 202311
TWO SIGMA ADVISERS, LP 11110.00%0.02%0.06%Q1 2021Q3 202311
Global Strategic Investment Solutions, LLC 10100.02%1.08%4.75%Q1 2021Q2 202310
Clearstead Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
D. E. Shaw & Co., Inc. 810.00%0.00%0.00%Q4 2020Q3 202310
Engineers Gate Manager LP 550.00%0.03%0.13%Q1 2021Q3 202310
METROPOLITAN LIFE INSURANCE CO/NY 10100.00%0.00%0.01%Q3 2020Q4 202210
LAZARD ASSET MANAGEMENT LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
VOYA INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Sargent Bickham Lagudis LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
TWO SIGMA INVESTMENTS, LP 820.00%0.02%0.08%Q1 2021Q3 202310
Bellevue Group AG 10100.01%0.09%0.20%Q3 2020Q4 202210
MACKENZIE FINANCIAL CORP 10100.00%0.03%0.07%Q2 2021Q3 202310
MILLENNIUM MANAGEMENT LLC 550.00%0.00%0.01%Q4 2020Q3 202310
AMERIPRISE FINANCIAL INC 630.00%0.00%0.01%Q3 2020Q1 20239
Advisors Asset Management, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
Renaissance Technologies 990.00%0.01%0.02%Q3 2021Q3 20239
Cubist Systematic Strategies, LLC 610.00%0.03%0.14%Q3 2020Q2 20239
Steward Partners Investment Advisory, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
SG Americas Securities, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
PDT Partners, LLC 880.02%0.16%0.31%Q1 2021Q4 20228
FRANKLIN RESOURCES INC 530.00%0.01%0.01%Q3 2020Q2 20238
Man Group plc 530.00%0.01%0.02%Q3 2020Q1 20238
NORGES BANK 880.00%0.00%0.01%Q3 2020Q2 20228
Ameritas Investment Partners, Inc. 880.00%0.00%0.01%Q2 2021Q1 20238
DIMENSIONAL FUND ADVISORS LP 620.00%0.00%0.00%Q1 2021Q3 20238
Parian Global Management LP 610.83%4.04%8.68%Q4 2020Q3 20228
MetLife Investment Management, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q2 2021Q1 20238
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
HighMark Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TUDOR INVESTMENT CORP ET AL 610.00%0.01%0.02%Q3 2020Q2 20237
Monaco Asset Management SAM 770.06%0.43%1.24%Q1 2022Q3 20237
STRS OHIO 770.00%0.00%0.00%Q3 2021Q1 20237
HSBC HOLDINGS PLC 770.00%0.00%0.00%Q4 2021Q2 20237
Schonfeld Strategic Advisors LLC 410.00%0.01%0.02%Q4 2020Q2 20237
Glenview Capital Management 770.04%0.14%0.29%Q1 2022Q3 20237
Moloney Securities Asset Management, LLC 770.02%0.07%0.12%Q4 2021Q2 20237
PRICE T ROWE ASSOCIATES INC /MD/ 770.00%0.00%0.01%Q3 2020Q1 20227
VESTOR CAPITAL, LLC 770.01%0.05%0.16%Q4 2020Q2 20227
NISA INVESTMENT ADVISORS, LLC 520.00%0.00%0.00%Q2 2021Q1 20237
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
CREDIT SUISSE AG/ 320.00%0.00%0.00%Q1 2021Q4 20226
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
VICTORY CAPITAL MANAGEMENT INC 660.00%0.01%0.03%Q3 2020Q4 20216
PRINCIPAL FINANCIAL GROUP INC 420.00%0.00%0.00%Q2 2021Q1 20236
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
C M BIDWELL & ASSOCIATES LTD 420.00%0.00%0.00%Q1 2022Q3 20236
AQR Capital Management 660.00%0.00%0.01%Q1 2022Q2 20236
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q4 2020Q1 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 330.00%0.00%0.00%Q3 2020Q1 20236
AMALGAMATED BANK 510.00%0.00%0.00%Q2 2021Q1 20236
Moser Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
TD ASSET MANAGEMENT INC 660.00%0.00%0.00%Q3 2020Q4 20216
Weiss Multi-Strategy Advisers LLC 660.01%0.02%0.04%Q3 2020Q4 20216
Mitsubishi UFJ Asset Management Co., Ltd. 660.00%0.00%0.00%Q4 2020Q1 20226
Casdin Capital, LLC 660.10%0.32%0.68%Q3 2020Q4 20216
PRIMECAP MANAGEMENT CO/CA/ 550.00%0.00%0.00%Q1 2021Q1 20225
RTW INVESTMENTS, LP 550.08%0.30%0.55%Q3 2020Q3 20215
JACOBS LEVY EQUITY MANAGEMENT, INC 550.00%0.02%0.03%Q2 2022Q2 20235
Capital International Investors 550.00%0.01%0.01%Q3 2020Q3 20215
AtonRa Partners 550.07%0.21%0.41%Q2 2021Q2 20225
MARSHALL WACE, LLP 310.00%0.01%0.05%Q4 2020Q4 20225
AEGON ASSET MANAGEMENT UK PLC 550.03%0.08%0.14%Q1 2021Q1 20225
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550.00%0.00%0.00%Q2 2022Q2 20235
FRED ALGER MANAGEMENT, LLC 410.00%0.18%0.38%Q3 2020Q4 20215
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.00%0.01%Q2 2021Q3 20225
GROUP ONE TRADING, L.P. 550.00%0.00%0.00%Q3 2021Q3 20225
Nierenberg Investment Management Company, Inc. 551.66%3.96%6.37%Q2 2022Q2 20235
Summit Place Financial Advisors, LLC 550.07%0.15%0.21%Q2 2021Q2 20225
Virtu Financial LLC 310.00%0.02%0.05%Q1 2021Q3 20235
Russell Investments Group, Ltd. 410.00%0.00%0.00%Q4 2020Q1 20235
WHITTIER TRUST CO 550.00%0.00%0.00%Q1 2021Q1 20225
Capital Impact Advisors, LLC 410.03%0.09%0.20%Q4 2020Q2 20235
XTX Topco Ltd 320.05%0.11%0.22%Q1 2021Q1 20235
Squarepoint Ops LLC 310.00%0.00%0.00%Q3 2021Q2 20235
GM Advisory Group, LLC 550.01%0.10%0.22%Q1 2021Q1 20225
Allspring Global Investments Holdings, LLC 320.00%0.00%0.00%Q4 2021Q1 20235
Nicholas Investment Partners, LP 550.35%0.90%1.29%Q3 2020Q3 20215
Quantbot Technologies LP 550.02%0.05%0.10%Q1 2021Q1 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q4 2020Q1 20225
GSA CAPITAL PARTNERS LLP 410.02%0.06%0.14%Q3 2021Q4 20225
NATIXIS 550.00%0.00%0.01%Q2 2021Q2 20225
BAMCO INC /NY/ 440.01%0.01%0.01%Q3 2020Q2 20214
OCCUDO QUANTITATIVE STRATEGIES LP 440.00%0.01%0.02%Q3 2022Q2 20234
HERSHEY TRUST CO 440.00%0.00%0.01%Q1 2021Q4 20214
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q4 2021Q3 20224
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q3 2020Q2 20214
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Cresset Asset Management, LLC 220.00%0.01%0.01%Q1 2021Q3 20234
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 310.00%0.00%0.00%Q4 2020Q4 20224
CSS LLC/IL 110.00%0.00%0.01%Q3 2021Q3 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.00%0.01%0.01%Q2 2021Q1 20224
DARK FOREST CAPITAL MANAGEMENT LP 440.00%0.03%0.08%Q3 2021Q2 20224
Allianz Asset Management GmbH 440.01%0.01%0.01%Q3 2020Q2 20214
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WELCH & FORBES LLC 440.00%0.00%0.00%Q1 2022Q4 20224
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q1 20224
Zweig-DiMenna Associates LLC 440.03%0.06%0.08%Q1 2022Q4 20224
BANK OF MONTREAL /CAN/ 330.00%0.00%0.00%Q3 2020Q1 20214
Harel Insurance Investments & Financial Services Ltd. 440.00%0.00%0.00%Q4 2021Q3 20224
Spire Wealth Management 440.00%0.00%0.00%Q4 2021Q3 20224
SCHF (GPE), LLC 310.04%0.07%0.12%Q1 2021Q2 20224
Jump Financial, LLC 210.01%0.06%0.15%Q1 2021Q2 20224
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 440.00%0.00%0.01%Q3 2020Q2 20214
Qube Research & Technologies Ltd 220.00%0.00%0.01%Q4 2020Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q4 2020Q4 20224
Trexquant Investment LP 440.04%0.06%0.08%Q1 2021Q4 20214
Dynamic Technology Lab Private Ltd 440.00%0.02%0.04%Q4 2021Q3 20224
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Alyeska Investment Group, L.P. 210.01%0.03%0.04%Q3 2020Q2 20213
Laurion Capital Management LP 330.00%0.00%0.00%Q3 2020Q1 20213
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Perpetual Investment Management Ltd 330.06%0.18%0.31%Q4 2020Q2 20213
WATER ISLAND CAPITAL LLC 330.00%0.00%0.01%Q1 2023Q3 20233
FORD FOUNDATION 330.55%0.92%1.41%Q4 2021Q2 20223
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.00%0.00%Q4 2021Q3 20233
TWINBEECH CAPITAL LP 330.02%0.04%0.06%Q1 2021Q3 20213
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q3 2020Q1 20213
BRIDGEWAY CAPITAL MANAGEMENT, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Compass Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Treasurer of the State of North Carolina 330.00%0.00%0.00%Q3 2020Q1 20213
HRT FINANCIAL LP 210.00%0.00%0.01%Q1 2022Q2 20233
Cota Capital Management, LLC 334.13%5.74%8.70%Q3 2020Q1 20213
Tower House Partners LLP 336.62%11.55%14.10%Q1 2021Q3 20213
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q3 2020Q1 20213
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 330.00%0.00%0.00%Q3 2020Q1 20213
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.06%0.10%Q4 2020Q2 20213
Archford Capital Strategies, LLC 330.05%0.06%0.07%Q2 2021Q4 20213
Concord Wealth Partners 330.00%0.00%0.00%Q3 2021Q1 20223
ProShare Advisors LLC 210.00%0.00%0.00%Q2 2021Q1 20223
LORD, ABBETT & CO. LLC 330.06%0.08%0.10%Q3 2020Q1 20213
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q1 2021Q4 20213
Tejara Capital Ltd 330.07%0.24%0.48%Q4 2022Q2 20233
CAAS CAPITAL MANAGEMENT LP 330.03%0.16%0.30%Q3 2020Q1 20213
SG3 Management, LLC 220.00%0.01%0.02%Q3 2021Q4 20213
Ergoteles LLC 210.00%0.03%0.07%Q4 2020Q2 20223
ENVESTNET ASSET MANAGEMENT INC 210.00%0.00%0.00%Q1 2021Q2 20223
Privium Fund Management B.V. 330.01%0.01%0.02%Q2 2022Q4 20223
Walleye Capital LLC 210.01%0.03%0.08%Q1 2021Q1 20223
ExodusPoint Capital Management, LP 330.00%0.01%0.01%Q3 2021Q1 20223
Jupiter Wealth Management LLC 330.22%0.29%0.40%Q1 2022Q3 20223
Ellevest, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Mariner, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
HAMILTON LANE ADVISORS LLC 220.12%0.59%1.05%Q1 2021Q2 20212
Marshall Wace North America L.P. 220.00%0.00%0.01%Q2 2021Q3 20212
Y-Intercept (Hong Kong) Ltd 110.01%0.04%0.08%Q1 2021Q2 20232
Close Asset Management Ltd 220.00%0.00%0.00%Q1 2023Q2 20232
Klingman & Associates, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Verition Fund Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Blueshift Asset Management, LLC 220.03%0.03%0.04%Q3 2021Q4 20212
SEVEN EIGHT CAPITAL, LP 220.15%0.20%0.26%Q2 2021Q3 20212
NEXPOINT ASSET MANAGEMENT, L.P. 220.28%0.28%0.29%Q2 2021Q3 20212
ALGERT GLOBAL LLC 110.00%0.02%0.04%Q4 2021Q1 20232
Jefferies Group LLC 110.01%0.01%0.01%Q4 2020Q2 20212
FourThought Financial, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Northpond Ventures, LLC 223.57%3.98%4.38%Q1 2023Q2 20232
Carnegie Capital Asset Management, LLC 220.04%0.05%0.05%Q1 2021Q2 20212
GAM Holding AG 220.01%0.02%0.02%Q1 2021Q2 20212
SECTORAL ASSET MANAGEMENT INC 220.69%0.74%0.80%Q3 2021Q4 20212
CAPITAL ADVISORS INC/OK 220.12%0.14%0.17%Q1 2021Q2 20212
Private Capital Advisors, Inc. 220.95%1.40%1.85%Q4 2020Q1 20212
PARNASSUS INVESTMENTS, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
Railway Pension Investments Ltd 220.01%0.01%0.01%Q1 2021Q2 20212
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2021Q4 20212
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
Grandeur Peak Global Advisors, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q1 2021Q2 20212
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q1 2021Q1 20212
Crystalline Management Inc. 220.00%0.44%0.87%Q2 2023Q3 20232
AlpInvest Partners B.V. 221.02%1.09%1.16%Q1 2021Q2 20212
Maven Securities LTD 220.06%0.18%0.30%Q3 2020Q4 20202
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2022Q3 20222
Robertson Stephens Wealth Management, LLC 220.03%0.04%0.06%Q1 2021Q2 20212
CAXTON ASSOCIATES LP 220.01%0.01%0.02%Q3 2022Q4 20222
Koss-Olinger Consulting, LLC 220.15%0.15%0.15%Q1 2021Q2 20212
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q1 20232
HHLR ADVISORS, LTD. 220.12%0.13%0.14%Q3 2020Q4 20202
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q2 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PICTET ASSET MANAGEMENT LTD 220.01%0.01%0.02%Q1 2021Q2 20212
REGENTS OF THE UNIVERSITY OF CALIFORNIA 220.05%0.06%0.06%Q1 2021Q2 20212
Baker Avenue Asset Management, LP 220.01%0.02%0.02%Q1 2021Q2 20212
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q4 2021Q2 20222
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2022Q3 20222
Blue Water Life Science Advisors, LP 224.02%7.27%10.52%Q4 2020Q1 20212
Paloma Partners Management Co 220.01%0.01%0.01%Q4 2021Q1 20222
Handelsbanken Fonder AB 220.00%0.00%0.00%Q2 2021Q3 20212
D L CARLSON INVESTMENT GROUP INC 220.54%0.70%0.86%Q4 2020Q1 20212
DnB Asset Management AS 220.00%0.01%0.01%Q1 2022Q2 20222
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Caption Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20212
Quadrant Private Wealth Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Privium Fund Management (UK) Ltd 220.78%0.93%1.07%Q3 2021Q4 20212
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Point72 Asset Management, L.P. 110.00%0.01%0.01%Q1 2022Q2 20232
Vident Investment Advisory, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q4 2020Q1 20212
Glassman Wealth Services 220.00%0.00%0.00%Q4 2022Q1 20232
Liberty Mutual Group Asset Management Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Legato Capital Management LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Perceptive Advisors 110.09%0.09%0.09%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cardinal Point Wealth Management LLC 110.22%0.22%0.22%Q2 2021Q2 20211
PenderFund Capital Management Ltd. 110.26%0.26%0.26%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Quantitative Systematic Strategies LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Vanderbilt University 110.34%0.34%0.34%Q1 2021Q1 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Zimmer Partners, LP 110.01%0.01%0.01%Q3 2020Q3 20201
BP PLC 110.01%0.01%0.01%Q1 2021Q1 20211
Centiva Capital, LP 110.01%0.01%0.01%Q2 2021Q2 20211
FARALLON CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Oak Thistle LLC 110.04%0.04%0.04%Q1 2022Q1 20221
YALE UNIVERSITY 110.17%0.17%0.17%Q1 2023Q1 20231
Graticule Asia Macro Advisors LLC 110.65%0.65%0.65%Q4 2020Q4 20201
PEAK6 Investments LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2021Q3 20211
HAP Trading, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Magnetar Financial LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
OLD MISSION CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q1 2021Q1 20211
Soleus Capital Management, L.P. 110.51%0.51%0.51%Q4 2022Q4 20221
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Ethic Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Walleye Trading LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Avidity Partners Management LP 110.09%0.09%0.09%Q3 2020Q3 20201
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.00%0.00%0.00%Q4 2020Q4 20201
DUPONT CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2021Q2 20211
Mission Creek Capital Partners, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
AIGEN INVESTMENT MANAGEMENT, LP 110.04%0.04%0.04%Q2 2021Q2 20211
PLATINUM INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2020Q3 20201
GARDNER LEWIS ASSET MANAGEMENT L P 110.58%0.58%0.58%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Beryl Capital Management LLC 111.09%1.09%1.09%Q3 2023Q3 20231
Graham Capital Management, L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Affinity Asset Advisors, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q1 2022Q1 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
Vanguard Personalized Indexing Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORA Capital, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Pendal Group Ltd 110.01%0.01%0.01%Q4 2020Q4 20201
State of Wyoming 110.00%0.00%0.00%Q2 2023Q2 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EFG Asset Management (Americas) Corp. 110.04%0.04%0.04%Q2 2021Q2 20211
FOX RUN MANAGEMENT, L.L.C. 110.19%0.19%0.19%Q3 2021Q3 20211
CPWM, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q1 2021Q1 20211
Cinctive Capital Management LP 110.03%0.03%0.03%Q2 2021Q2 20211
Covestor Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Terrapin Asset Management, LLC 112.40%2.40%2.40%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PURA VIDA INVESTMENTS, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Andra AP-fonden 110.03%0.03%0.03%Q1 2021Q1 20211
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2021Q3 20211
Ally Bridge Group (NY) LLC 111.16%1.16%1.16%Q3 2021Q3 20211
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q4 2020Q4 20201
Banco Santander, S.A. 110.00%0.00%0.00%Q2 2022Q2 20221
Penn Capital Management Company, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
K.J. Harrison & Partners Inc 110.01%0.01%0.01%Q2 2022Q2 20221
Portman Ltd 110.72%0.72%0.72%Q4 2021Q4 20211
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Board of Trustees of The Leland Stanford Junior University 110.04%0.04%0.04%Q3 2021Q3 20211
Parallel Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ACT CAPITAL MANAGEMENT, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Pinz Capital Management, LP 110.23%0.23%0.23%Q4 2020Q4 20201
LUMINUS MANAGEMENT LLC 110.69%0.69%0.69%Q3 2021Q3 20211
SpiderRock Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
South Dakota Investment Council 110.00%0.00%0.00%Q1 2023Q1 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own BERKELEY LTS INC or have owned BERKELEY LTS INC in the past.