Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 18 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
UBS Group AG | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Creative Planning | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
VANGUARD GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BROADWOOD CAPITAL INC | 17 | 17 | 2.31% | 3.73% | 5.12% | Q3 2019 | Q3 2023 | 17 |
GEODE CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Prescott General Partners LLC | 17 | 17 | 0.07% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Defender Capital, LLC. | 17 | 17 | 2.22% | 3.09% | 4.77% | Q3 2019 | Q3 2023 | 17 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Beirne Wealth Consulting Services, LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Summit X, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
DIMENSIONAL FUND ADVISORS LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Founders Capital Management | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Riggs Asset Managment Co. Inc. | 12 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Elgethun Capital Management | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Quadrant Private Wealth Management, LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
DAFNA Capital Management LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2023 | 14 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
FIFTH THIRD BANCORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
TWO SIGMA INVESTMENTS, LP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 13 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 13 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Strategic Wealth Investment Group, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Lafayette Investments | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Raffles Associates | 11 | 11 | 0.10% | 1.85% | 3.32% | Q1 2021 | Q3 2023 | 11 |
MILLENNIUM MANAGEMENT LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
Nuveen Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
ALLIANCEBERNSTEIN L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Legal & General Group Plc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
AMALGAMATED BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
WOLVERINE TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 9 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 8 |
Long Focus Capital Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
WINTON GROUP Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
ProShare Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2021 | 8 |
Cubist Systematic Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Virtu Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
DCF Advisers, LLC | 5 | 2 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 7 |
ETF MANAGERS GROUP, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Invesco Ltd. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 6 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Concord Wealth Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 6 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
USAdvisors Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
METROPOLITAN LIFE INSURANCE CO/NY | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
MetLife Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2020 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRUDENTIAL FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 5 |
ELCO Management Co., LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Wealth Architects, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 4 |
MORGAN JESS S & CO INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TRUST CO OF TOLEDO NA /OH/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Regent Investment Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 4 |
DekaBank Deutsche Girozentrale | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Diametric Capital, LP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Squarepoint Ops LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
683 Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
UNITED BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Aristides Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Humankind Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
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This page lists all the filers that currently own LINEAGE CELL THERAPEUTICS IN or have owned LINEAGE CELL THERAPEUTICS IN in the past.