Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HYMAN CHARLES D | 30 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2024 | 34 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 30 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
MORGAN STANLEY | 19 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
BlackRock Finance, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 28 |
IFP Advisors, Inc | 20 | 7 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22 | 4 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2024 | 26 |
NEVILLE RODIE & SHAW INC | 25 | 25 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q2 2024 | 25 |
Private Advisor Group, LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
STATE STREET CORP | 19 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 24 |
CRA Financial Services, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 22 |
STALEY CAPITAL ADVISERS INC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q2 2024 | 21 |
Hartford Financial Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 21 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 20 |
BANK OF AMERICA CORP /DE/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 19 |
Sargent Investment Group, LLC | 19 | 19 | 0.05% | 0.46% | 1.02% | Q4 2019 | Q2 2024 | 19 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 19 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 17 |
Fore Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Platform Technology Partners | 11 | 1 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q2 2024 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 17 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
MILLENNIUM MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2024 | 16 |
Virtu Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2024 | 15 |
Main Street Financial Solutions, LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q2 2024 | 15 |
BRIGHTON JONES LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Clarus Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Financial Advocates Investment Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2023 | 14 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 13 |
JTC Employer Solutions Trustee Ltd | 13 | 13 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q2 2024 | 13 |
Arkadios Wealth Advisors | 12 | 12 | 0.02% | 0.10% | 0.26% | Q2 2021 | Q1 2024 | 12 |
National Wealth Management Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 11 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Boxer Capital, LLC | 11 | 11 | 0.30% | 0.60% | 1.31% | Q4 2018 | Q2 2021 | 11 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 11 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
DCF Advisers, LLC | 9 | 9 | 0.06% | 0.19% | 0.39% | Q4 2019 | Q4 2021 | 9 |
CCG WEALTH MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
WINTON GROUP Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Rossmore Private Capital | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Global Wealth Management Investment Advisory, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 9 |
COURAGE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.33% | 0.66% | 1.27% | Q2 2021 | Q2 2023 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
IPG Investment Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2022 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 8 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 7 |
Bleakley Financial Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
Capital Analysts, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Magnus Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Vivo Capital, LLC | 4 | 2 | 0.39% | 0.57% | 0.74% | Q1 2019 | Q4 2020 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Cooper Financial Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.06% | 0.08% | 0.11% | Q4 2015 | Q4 2017 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Sandhill Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 6 |
Alliance Wealth Management Group | 5 | 1 | 0.08% | 0.30% | 0.67% | Q1 2017 | Q2 2024 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 5 |
SlateStone Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Creative Planning | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2024 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 5 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Endurance Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Baker Brothers Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Legal & General Group Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
CIBC Private Wealth Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
WATER ISLAND CAPITAL LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 3 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.09% | 0.14% | 0.18% | Q1 2019 | Q3 2019 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.36% | 0.51% | 0.78% | Q1 2019 | Q3 2019 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2021 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 3 |
Sigma Planning Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
XTX Topco Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Stonepine Capital Management, LLC | 2 | 2 | 0.40% | 0.83% | 1.26% | Q1 2019 | Q2 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
PLANNING ALTERNATIVES LTD /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
STRS OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
AWH Capital, L.P. | 2 | 2 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2021 | 2 |
LMR Partners LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Trajan Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 2 |
Occidental Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Broadfin Capital, LLC | 2 | 2 | 0.14% | 0.38% | 0.61% | Q1 2019 | Q2 2019 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Connective Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Anson Funds Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PERKINS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Towercrest Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
McGlone Suttner Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Integer Wealth Advisors Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CVI Holdings, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2019 | Q1 2019 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
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This page lists all the filers that currently own MATINAS BIOPHARMA HLDGS INC or have owned MATINAS BIOPHARMA HLDGS INC in the past.