OCCIDENTAL PETE CORP shareholder history

Current and past OCCIDENTAL PETE CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
DEUTSCHE BANK AG\ 13130.00%0.00%0.00%Q3 2020Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Walleye Trading LLC 11110.00%0.00%0.01%Q3 2020Q1 202318
D. E. Shaw & Co., Inc. 13130.00%0.01%0.02%Q3 2020Q3 202317
Parallax Volatility Advisers, L.P. 13130.00%0.00%0.00%Q3 2020Q3 202317
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q3 2020Q3 202316
CSS LLC/IL 13130.00%0.11%0.61%Q3 2020Q3 202314
OPTIMUM INVESTMENT ADVISORS 14140.00%0.00%0.00%Q3 2020Q4 202314
Pacifica Partners Inc. 14140.00%0.00%0.00%Q3 2020Q4 202314
WESTPORT ASSET MANAGEMENT INC 13130.00%0.01%0.02%Q3 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 13130.00%0.03%0.09%Q3 2020Q3 202313
CREDIT SUISSE AG/ 13130.00%0.00%0.00%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
First Horizon Advisors, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
DODGE & COX 13130.04%0.26%0.44%Q3 2020Q3 202313
MACQUARIE GROUP LTD 13130.00%0.00%0.00%Q3 2020Q3 202313
Walleye Capital LLC 13130.02%0.54%1.29%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Bartlett & Co. LLC 850.00%0.00%0.00%Q3 2020Q4 202313
CNB Bank 13130.00%0.00%0.00%Q3 2020Q3 202313
TORONTO DOMINION BANK 13130.00%0.00%0.00%Q3 2020Q3 202313
ROYAL LONDON ASSET MANAGEMENT LTD 13130.00%0.00%0.01%Q3 2020Q3 202313
HUNTINGTON NATIONAL BANK 13130.00%0.00%0.00%Q3 2020Q3 202313
GABELLI FUNDS LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
BlackRock Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Legal & General Group Plc 13130.00%0.00%0.00%Q3 2020Q3 202313
LPL Financial LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
EQUITEC PROPRIETARY MARKETS, LLC 1010.00%1.21%3.21%Q1 2020Q3 202313
STIFEL FINANCIAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Allworth Financial LP 13130.00%0.00%0.00%Q3 2020Q3 202313
HSBC HOLDINGS PLC 13130.00%0.00%0.00%Q3 2020Q3 202313
AMERIPRISE FINANCIAL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
NORTHERN TRUST CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Linscomb & Williams, Inc. 13130.00%0.02%0.03%Q3 2020Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 13130.00%0.00%0.00%Q3 2020Q3 202313
MOTCO 13130.00%0.00%0.00%Q3 2020Q3 202313
CENTRAL TRUST Co 13130.00%0.00%0.00%Q3 2020Q3 202313
FIRST MANHATTAN CO. LLC. 13130.00%0.00%0.01%Q3 2020Q3 202313
WEST PACES ADVISORS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 13130.01%0.24%0.42%Q3 2020Q3 202313
NOMURA HOLDINGS INC 13130.01%0.04%0.06%Q3 2020Q3 202313
FIRST FINANCIAL CORP /IN/ 13130.00%0.00%0.00%Q3 2020Q3 202313
ARISTEIA CAPITAL, L.L.C. 13130.12%1.76%3.93%Q3 2020Q3 202313
Perkins Coie Trust Co 13130.00%0.00%0.00%Q3 2020Q3 202313
Oakworth Capital, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.00%0.00%Q3 2020Q3 202313
HIGHBRIDGE CAPITAL MANAGEMENT LLC 13130.16%1.34%4.65%Q3 2020Q3 202313
Geneos Wealth Management Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
CLIFFORD SWAN INVESTMENT COUNSEL LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
ATWOOD & PALMER INC 13130.00%0.00%0.00%Q3 2020Q3 202313
FIFTH THIRD BANCORP 13130.00%0.00%0.00%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 13130.00%0.00%0.00%Q3 2020Q3 202313
Creative Planning 13130.00%0.00%0.00%Q3 2020Q3 202313
Cutler Group LLC / CA 13130.00%0.01%0.02%Q3 2020Q3 202313
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Citadel Advisors 13130.00%0.00%0.00%Q3 2020Q3 202313
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13130.00%0.00%0.00%Q3 2020Q3 202313
RAYMOND JAMES & ASSOCIATES 13130.00%0.00%0.00%Q3 2020Q3 202313
Parkside Financial Bank & Trust 13130.00%0.00%0.01%Q3 2020Q3 202313
St. Johns Investment Management Company, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
Greylin Investment Management, Inc 13130.23%2.60%4.53%Q3 2020Q3 202313
HHM Wealth Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
HM PAYSON & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
ASSETMARK, INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Bray Capital Advisors 13130.00%0.00%0.01%Q3 2020Q3 202313
PECAUT & CO. 13130.05%0.21%0.33%Q3 2020Q3 202313
MFN Partners Management, LP 13130.76%6.32%10.54%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Icahn Capital 13130.33%2.22%5.90%Q3 2020Q3 202313
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Bank Julius Baer & Co. Ltd, Zurich 13130.00%0.00%0.00%Q3 2020Q3 202313
SG Americas Securities, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
THOMPSON SIEGEL & WALMSLEY LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Sawyer & Company, Inc 13130.00%0.02%0.03%Q3 2020Q3 202313
US BANCORP \DE\ 13130.00%0.00%0.00%Q3 2020Q3 202313
Banque Cantonale Vaudoise 13130.00%0.00%0.00%Q3 2020Q3 202313
ROYAL BANK OF CANADA 13130.00%0.00%0.00%Q3 2020Q3 202313
TD Capital Management LLC 13130.00%0.03%0.05%Q3 2020Q3 202313
Avion Wealth 13130.00%0.00%0.00%Q3 2020Q3 202313
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.00%Q3 2020Q3 202313
AMG National Trust Bank 13130.00%0.01%0.02%Q3 2020Q3 202313
SYSTEMATIC FINANCIAL MANAGEMENT LP 13130.00%0.00%0.00%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Raymond James Financial Services Advisors, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
WASHINGTON TRUST Co 13130.00%0.00%0.00%Q3 2020Q3 202313
Zions Bancorporation, N.A. 13130.00%0.00%0.00%Q3 2020Q3 202313
Gifford Fong Associates 13130.00%0.01%0.01%Q3 2020Q3 202313
Smead Capital Management, Inc. 13130.01%0.12%0.27%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Clearstead Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2020Q3 202313
TSFG, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
FMR LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
STRS OHIO 13130.00%0.00%0.00%Q3 2020Q3 202313
Estabrook Capital Management 13130.00%0.00%0.00%Q3 2020Q3 202313
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
CITIGROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Investors Research Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Compagnie Lombard Odier SCmA 13130.00%0.00%0.00%Q3 2020Q3 202313
BLUEFIN CAPITAL MANAGEMENT, LLC 13130.04%1.13%3.09%Q3 2020Q3 202313
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
Larson Financial Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
SEI INVESTMENTS CO 13130.00%0.00%0.01%Q3 2020Q3 202313
WHITTIER TRUST CO 13130.00%0.00%0.00%Q3 2020Q3 202313
FARMERS & MERCHANTS INVESTMENTS INC 13130.00%0.00%0.00%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Gradient Investments LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Asset Dedication, LLC 750.00%0.00%0.00%Q3 2020Q3 202312
BDO Wealth Advisors, LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Laffer Tengler Investments, Inc. 930.00%0.00%0.00%Q3 2020Q3 202312
Riggs Asset Managment Co. Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 12120.00%0.06%0.12%Q4 2020Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1020.00%0.00%0.00%Q3 2020Q3 202312
SRS Capital Advisors, Inc. 1020.00%0.00%0.00%Q3 2020Q3 202312
RBF Capital, LLC 12120.01%0.05%0.09%Q4 2020Q3 202312
IHT Wealth Management, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Bollard Group LLC 930.00%0.00%0.00%Q3 2020Q3 202312
Global Retirement Partners, LLC 750.00%0.00%0.00%Q3 2020Q3 202312
CANADA PENSION PLAN INVESTMENT BOARD 12120.00%0.00%0.00%Q3 2020Q2 202312
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 840.00%0.00%0.01%Q3 2020Q3 202312
CVA Family Office, LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
WEBSTER BANK, N. A. 12120.00%0.00%0.00%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.00%0.00%0.00%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.00%0.00%Q3 2020Q2 202312
ZAZOVE ASSOCIATES LLC 740.42%1.34%1.99%Q4 2020Q3 202311
UNITED CAPITAL FINANCIAL ADVISORS, LLC 740.00%0.00%0.00%Q3 2020Q3 202311
Sageworth Trust Co 11110.00%0.00%0.00%Q3 2020Q1 202311
CREDIT AGRICOLE S A 1010.00%0.00%0.00%Q3 2020Q3 202311
TOMPKINS FINANCIAL CORP 830.00%0.00%0.00%Q3 2020Q4 202311
Smithfield Trust Co 620.00%0.00%0.00%Q3 2020Q3 202311
CLEAR STREET MARKETS LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
TCI Wealth Advisors, Inc. 11110.00%0.00%0.00%Q3 2020Q1 202311
OLD SECOND NATIONAL BANK OF AURORA 740.00%0.00%0.00%Q3 2020Q3 202311
Blume Capital Management, Inc. 740.00%0.00%0.01%Q4 2020Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Freemont Management S.A. 740.00%0.01%0.01%Q4 2020Q3 202311
Moisand Fitzgerald Tamayo, LLC 650.00%0.00%0.00%Q4 2020Q3 202311
IMA Wealth, Inc. 11110.00%0.00%0.00%Q3 2020Q1 202311
Cambridge Investment Research Advisors, Inc. 740.00%0.00%0.00%Q3 2020Q3 202311
OTA Financial Group L.P. 11110.54%22.11%61.80%Q4 2020Q2 202311
OPPENHEIMER & CO INC 11110.00%0.01%0.01%Q3 2020Q1 202311
JFS WEALTH ADVISORS, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Trust Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Perigon Wealth Management, LLC 710.00%0.03%0.18%Q3 2011Q3 202310
BOOTHBAY FUND MANAGEMENT, LLC 10100.02%0.45%0.68%Q2 2021Q3 202310
Sargent Bickham Lagudis LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Antonetti Capital Management LLC 910.00%0.00%0.01%Q2 2010Q3 202310
DELTA ASSET MANAGEMENT LLC/TN 640.00%0.00%0.00%Q3 2020Q3 202310
Anchor Investment Management, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Cowen Prime Advisors LLC 910.00%0.00%0.00%Q2 2020Q2 202310
BROWN ADVISORY INC 640.00%0.00%0.00%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
Global Wealth Management Investment Advisory, Inc. 820.00%0.01%0.02%Q3 2020Q3 202310
Lee Financial Co 10100.00%0.00%0.00%Q3 2020Q4 202210
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Glassman Wealth Services 510.00%0.00%0.00%Q3 2020Q3 202310
BANK OF MONTREAL /CAN/ 520.00%0.00%0.00%Q3 2020Q3 202310
BESSEMER GROUP INC 730.00%0.00%0.00%Q3 2020Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Zurcher Kantonalbank (Zurich Cantonalbank) 990.00%0.00%0.00%Q3 2020Q3 20229
UBS OCONNOR LLC 420.11%0.66%1.63%Q1 2021Q3 20239
Hexagon Capital Partners LLC 810.00%0.00%0.00%Q1 2021Q3 20239
HOWE & RUSLING INC 990.00%0.00%0.00%Q3 2020Q3 20229
Baystate Wealth Management LLC 810.00%0.00%0.00%Q1 2021Q3 20239
Hudock, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Global Trust Asset Management, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Covington Capital Management 990.00%0.00%0.00%Q3 2020Q3 20229
Bogart Wealth, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
Lindbrook Capital, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
Eagle Bay Advisors LLC 630.00%0.00%0.00%Q2 2021Q3 20239
American Portfolios Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
Sandy Spring Bank 990.00%0.00%0.00%Q3 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.00%0.00%Q1 2021Q3 20239
SOA Wealth Advisors, LLC. 810.00%0.00%0.00%Q1 2021Q3 20239
PSI Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Aequim Alternative Investments LP 990.04%4.72%11.97%Q3 2021Q3 20239
Johnson Financial Group, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q3 2020Q3 20229
Concord Wealth Partners 720.00%0.00%0.00%Q4 2020Q1 20239
Center for Financial Planning, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Crewe Advisors LLC 630.00%0.00%0.00%Q3 2020Q3 20239
QUADRANT CAPITAL GROUP LLC 630.00%0.00%0.00%Q3 2020Q3 20239
Sterling Manor Financial, LLC 630.00%0.00%0.01%Q4 2020Q1 20239
Princeton Global Asset Management LLC 810.00%0.00%0.00%Q1 2021Q3 20239
Teamwork Financial Advisors, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
HARBOR INVESTMENT ADVISORY, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
AdvisorNet Financial, Inc 810.00%0.00%0.00%Q1 2021Q3 20239
Laurel Wealth Advisors LLC 410.00%0.00%0.00%Q3 2020Q3 20239
SALEM INVESTMENT COUNSELORS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Parallel Advisors, LLC 810.00%0.00%0.00%Q1 2021Q3 20239
PARADIGM ASSET MANAGEMENT CO LLC 990.00%0.02%0.04%Q3 2020Q3 20229
JANE STREET GROUP, LLC 620.00%0.00%0.00%Q3 2020Q4 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
PIN OAK INVESTMENT ADVISORS INC 710.00%0.00%0.00%Q1 2021Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
HALL LAURIE J TRUSTEE 510.00%0.00%0.00%Q3 2020Q3 20238
EXANE DERIVATIVES 880.00%0.00%0.00%Q3 2020Q2 20228
Skaana Management L.P. 880.58%10.21%35.17%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.00%0.01%0.01%Q4 2021Q3 20238
First Bank & Trust 880.00%0.00%0.00%Q3 2020Q2 20228
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.00%Q3 2020Q2 20228
Horan Securities, Inc. 710.00%0.00%0.00%Q1 2021Q2 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Kozak & Associates, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Privium Fund Management B.V. 881.48%6.07%12.87%Q4 2021Q3 20238
Sierra Capital LLC 880.01%0.01%0.02%Q1 2021Q4 20228
PUTNAM INVESTMENTS LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Balentine LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WNY Asset Management, LLC 710.00%0.00%0.00%Q2 2021Q2 20238
Janney Montgomery Scott LLC 710.00%0.00%0.00%Q3 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Stonehage Fleming Financial Services Holdings Ltd 710.00%0.00%0.00%Q4 2020Q3 20238
Endurance Wealth Management, Inc. 710.00%0.00%0.00%Q1 2021Q2 20238
American Research & Management Co. 880.00%0.00%0.00%Q4 2020Q3 20228
Vectors Research Management, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Financial Advantage, Inc. 620.00%0.00%0.00%Q3 2020Q3 20228
Yarbrough Capital, LLC 880.02%0.06%0.08%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q3 2020Q2 20228
TRUIST FINANCIAL CORP 620.00%0.00%0.00%Q3 2020Q4 20228
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 880.00%0.00%0.00%Q3 2020Q2 20228
FIRST HAWAIIAN BANK 880.01%0.02%0.02%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
RAYMOND JAMES TRUST N.A. 880.00%0.01%0.01%Q3 2020Q2 20228
Missouri Trust & Investment Co 880.00%0.00%0.00%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.00%0.01%0.01%Q4 2021Q3 20238
Warberg Asset Management LLC 880.25%5.93%9.08%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
TUDOR INVESTMENT CORP ET AL 770.00%0.01%0.01%Q1 2022Q3 20237
Ionic Capital Management LLC 770.06%4.94%13.00%Q4 2020Q2 20227
Mitsubishi UFJ Trust & Banking Corp 770.00%0.03%0.23%Q3 2020Q1 20227
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 770.17%0.20%0.24%Q1 2022Q3 20237
Manchester Capital Management LLC 520.00%0.00%0.00%Q3 2020Q3 20237
Your Advocates Ltd., LLP 770.00%0.01%0.02%Q3 2020Q1 20227
EDMOND DE ROTHSCHILD HOLDING S.A. 770.00%0.00%0.00%Q3 2020Q1 20227
Arosa Capital Management LP 771.35%4.96%8.15%Q3 2020Q1 20227
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Knott David M Jr 520.00%0.00%0.00%Q4 2021Q3 20237
Byrne Asset Management LLC 770.00%0.00%0.00%Q4 2021Q2 20237
CARDIFF PARK ADVISORS, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Mraz, Amerine & Associates, Inc. 770.06%0.06%0.07%Q1 2022Q3 20237
RE Dickinson Investment Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
BARCLAYS PLC 770.00%0.00%0.01%Q1 2022Q3 20237
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 520.00%0.00%0.00%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 770.01%0.01%0.01%Q1 2022Q3 20237
Northeast Financial Consultants Inc 770.02%0.02%0.02%Q1 2022Q3 20237
CAAS CAPITAL MANAGEMENT LP 430.07%0.18%0.50%Q3 2020Q2 20227
J.P. Morgan Private Wealth Advisors LLC 610.00%0.00%0.00%Q3 2020Q2 20227
Lombard Odier Asset Management (USA) Corp 770.39%1.09%2.58%Q3 2020Q1 20227
Gemmer Asset Management LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 770.00%0.00%0.00%Q3 2021Q1 20237
Focused Wealth Management, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
CENTRAL BANK & TRUST CO 660.00%0.00%0.00%Q3 2020Q4 20216
Clal Insurance Enterprises Holdings Ltd 660.01%0.02%0.02%Q3 2020Q4 20216
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 660.00%0.00%0.00%Q3 2020Q4 20216
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Rockbridge Investment Management, LCC 660.00%0.00%0.00%Q3 2020Q4 20216
Utah Retirement Systems 660.00%0.00%0.00%Q3 2020Q4 20216
Truehand, Inc 660.00%0.01%0.01%Q3 2020Q4 20216
Community Bank, N.A. 310.00%0.00%0.00%Q3 2020Q3 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
Blackstone Inc. 660.01%0.05%0.07%Q3 2020Q4 20216
MILLER VALUE PARTNERS, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 510.01%0.02%0.03%Q1 2021Q3 20226
Newbridge Financial Services Group, Inc. 420.00%0.00%0.00%Q3 2020Q3 20226
GoldenTree Asset Management 660.00%0.00%0.01%Q3 2020Q4 20216
MASON CAPITAL MANAGEMENT LLC 660.55%3.60%8.90%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 660.00%0.00%0.00%Q3 2020Q4 20216
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Squarepoint Ops LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Capital Advisory Group Advisory Services, LLC 510.00%0.00%0.00%Q3 2020Q1 20226
ADAGE CAPITAL PARTNERS GP, L.L.C. 660.00%0.00%0.00%Q3 2020Q4 20216
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
683 Capital Management, LLC 662.22%2.60%2.98%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.02%0.04%0.05%Q3 2020Q4 20216
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Capital Investment Counsel, Inc 510.00%0.01%0.01%Q3 2020Q1 20226
Marshall Wace North America L.P. 550.06%0.18%0.24%Q3 2020Q3 20215
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2020Q3 20215
BREWIN DOLPHIN LTD 550.00%0.00%0.00%Q3 2020Q3 20215
Atlas Private Wealth Advisors 550.00%0.00%0.00%Q3 2020Q3 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
STATE OF WISCONSIN INVESTMENT BOARD 550.00%0.00%0.00%Q3 2020Q3 20215
Riverview Trust Co 550.00%0.00%0.00%Q3 2020Q3 20215
EverSource Wealth Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
ACIMA PRIVATE WEALTH, LLC 320.00%0.00%0.00%Q3 2020Q1 20225
KNOTT DAVID M 550.00%0.00%0.00%Q3 2020Q3 20215
Selective Wealth Management, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
Lumature Wealth Partners, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Jacobi Capital Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Lake Point Wealth Management 550.00%0.00%0.00%Q2 2021Q2 20225
PEOPLES FINANCIAL SERVICES CORP. 550.00%0.00%0.00%Q3 2020Q3 20215
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
Purus Wealth Management, LLC 550.18%0.23%0.27%Q3 2022Q3 20235
Fieldpoint Private Securities, LLC 410.00%0.00%0.00%Q1 2021Q2 20225
TCTC Holdings, LLC 310.00%0.01%0.03%Q1 2021Q3 20235
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Willis Investment Counsel 550.00%0.01%0.01%Q3 2020Q3 20215
First Command Bank 550.00%0.00%0.00%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Sonora Investment Management, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
NATIXIS 320.00%0.01%0.02%Q2 2022Q3 20235
Corsicana & Co. 550.00%0.01%0.01%Q3 2021Q3 20225
Luken Investment Analytics, LLC 410.00%0.00%0.00%Q4 2020Q3 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
MEEDER ASSET MANAGEMENT INC 320.00%0.00%0.00%Q4 2020Q3 20225
First National Bank of South Miami 320.00%0.00%0.00%Q3 2020Q1 20225
GODSEY & GIBB, INC 310.00%0.00%0.00%Q2 2021Q3 20235
Operose Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
First Command Financial Services, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Hudson Bay Capital Management LP 550.48%1.00%1.40%Q3 2022Q3 20235
Plante Moran Financial Advisors, LLC 410.00%0.00%0.00%Q1 2021Q3 20235
Capital Investment Advisory Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Freestone Capital Holdings, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Winning Points Advisors, LLC 310.00%0.68%3.04%Q3 2020Q3 20215
Ranch Capital Advisors Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
JNBA Financial Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Arizona State Retirement System 440.00%0.00%0.00%Q3 2020Q2 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WealthShield Partners, LLC 310.00%0.00%0.01%Q1 2021Q3 20234
Wellington Shields Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Hanson & Doremus Investment Management 440.00%0.00%0.00%Q3 2020Q2 20214
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q3 2020Q2 20214
ADAMS NATURAL RESOURCES FUND, INC. 440.05%0.10%0.14%Q3 2020Q2 20214
CHELSEA COUNSEL CO 440.00%0.00%0.00%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 310.00%0.00%0.00%Q3 2022Q3 20234
Ameliora Wealth Management Ltd. 440.00%0.00%0.00%Q3 2022Q2 20234
Bank of New York Mellon Corp 440.00%0.00%0.00%Q3 2020Q2 20214
Pinnacle Holdings, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Skylands Capital, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Graves Light Lenhart Wealth, Inc. 310.00%0.00%0.00%Q1 2021Q2 20224
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.00%Q4 2022Q4 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Systematic Alpha Investments, LLC 310.00%0.00%0.00%Q3 2021Q3 20234
ENTERPRISE FINANCIAL SERVICES CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Aldebaran Capital, LLC 440.34%0.37%0.39%Q4 2022Q3 20234
Patriot Financial Group Insurance Agency, LLC 310.00%0.01%0.02%Q1 2021Q2 20224
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Founders Financial Alliance, LLC 210.00%0.00%0.01%Q3 2020Q2 20234
Clear Perspectives Financial Planning, LLC 310.00%0.00%0.00%Q1 2021Q1 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q3 2020Q2 20214
PRICE T ROWE ASSOCIATES INC /MD/ 440.00%0.00%0.00%Q3 2020Q2 20214
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q1 2022Q4 20224
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q3 2020Q2 20214
Tanglewood Legacy Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OnyxPoint Global Management LP 442.77%4.36%7.94%Q4 2022Q3 20234
Adams Asset Advisors, LLC 442.59%2.63%2.72%Q4 2022Q3 20234
Steward Financial Group LLC 310.00%0.00%0.00%Q4 2021Q3 20234
BRAVE ASSET MANAGEMENT INC 440.05%0.06%0.07%Q3 2020Q2 20214
Prentice Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
RMR Wealth Builders 330.00%0.00%0.00%Q3 2020Q1 20213
KENFARB & CO. 330.00%0.01%0.01%Q4 2021Q2 20223
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
SIGNATUREFD, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
EQUITEC SPECIALISTS, LLC 330.07%0.18%0.39%Q3 2020Q1 20213
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
QS Investors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Cheyne Capital Management (UK) LLP 331.93%2.03%2.13%Q1 2023Q3 20233
MARSHALL WACE, LLP 330.06%0.09%0.11%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Fort Baker Capital Management LP 331.37%1.51%1.61%Q1 2022Q3 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Freedman Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FLOW TRADERS U.S. LLC 210.02%0.18%0.38%Q4 2021Q4 20223
DELTEC ASSET MANAGEMENT LLC 330.10%0.15%0.22%Q1 2022Q3 20223
CastleArk Alternatives, LLC 330.15%3.13%4.63%Q4 2020Q2 20213
Taal Capital Management LP 330.34%0.42%0.59%Q4 2020Q2 20213
Sea Otter Advisors LLC 3320.45%21.75%23.96%Q1 2023Q3 20233
MANCHESTER FINANCIAL INC 330.00%0.00%0.00%Q3 2020Q1 20213
TEACHER RETIREMENT SYSTEM OF TEXAS 330.00%0.00%0.00%Q3 2020Q1 20213
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
LS Investment Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Wellington Shields & Co., LLC 330.01%0.01%0.01%Q2 2022Q4 20223
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
PFS Partners, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
CKW FINANCIAL GROUP 210.00%0.00%0.00%Q1 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
True Link Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q4 20213
Strategic Wealth Investment Group, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Grove Bank & Trust 330.00%0.00%0.00%Q4 2022Q2 20233
SHEPHERD KAPLAN KROCHUK, LLC 330.18%0.20%0.22%Q1 2022Q3 20223
Wagner Wealth Management, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
CreativeOne Wealth, LLC 330.02%0.10%0.16%Q1 2023Q3 20233
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.00%0.00%0.00%Q3 2020Q1 20213
MCMILLION CAPITAL MANAGEMENT INC 210.00%0.00%0.00%Q2 2022Q2 20233
Tevis Investment Management 330.00%0.01%0.01%Q4 2021Q2 20223
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 330.04%0.07%0.11%Q3 2020Q1 20213
Kistler-Tiffany Companies, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Schubert & Co 330.00%0.00%0.00%Q3 2022Q1 20233
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
USS Investment Management Ltd 210.00%0.00%0.00%Q3 2020Q2 20213
PEAK6 Investments LLC 210.00%0.00%0.00%Q3 2020Q4 20213
Professional Financial Advisors, LLC 210.00%0.00%0.00%Q3 2020Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Carolina Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ING GROEP NV 330.00%0.00%0.00%Q1 2023Q3 20233
Core Alternative Capital 330.00%0.00%0.00%Q1 2022Q3 20223
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
Register Financial Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Virtu Financial LLC 330.05%0.08%0.12%Q4 2022Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fiduciary Planning LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q3 2020Q4 20202
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Bullseye Investment Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Choate Investment Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Fairholme Capital Management 220.01%0.01%0.02%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Employees Retirement System of Texas 220.00%0.00%0.00%Q3 2020Q4 20202
Accel Wealth Management 220.00%0.00%0.00%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.01%Q4 2021Q1 20222
Retirement Systems of Alabama 220.00%0.00%0.00%Q3 2020Q4 20202
CMT Capital Markets Trading GmbH 110.00%0.00%0.00%Q4 2020Q2 20212
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Peoples Bank/KS 220.02%0.02%0.02%Q3 2023Q4 20232
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q3 2020Q4 20202
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CITY HOLDING CO 220.00%0.00%0.00%Q3 2020Q4 20202
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q4 20212
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
OSTERWEIS CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
ExodusPoint Capital Management, LP 110.01%0.02%0.02%Q3 2020Q2 20212
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 220.00%0.00%0.00%Q3 2020Q4 20202
HOEY INVESTMENTS, INC 220.01%0.01%0.01%Q3 2022Q4 20222
PINNACLE FINANCIAL PARTNERS INC 220.00%0.00%0.00%Q3 2020Q4 20202
DUPONT CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q3 2020Q4 20202
NORTHWEST WEALTH MANAGEMENT, LLC 220.09%0.09%0.10%Q2 2022Q3 20222
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
DFPG INVESTMENTS, LLC 220.14%0.14%0.15%Q1 2022Q2 20222
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q4 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Arkadios Wealth Advisors 110.00%0.00%0.00%Q3 2020Q1 20212
North Star Investment Management Corp. 110.00%0.00%0.00%Q1 2021Q4 20212
MERIDIAN INVESTMENT COUNSEL INC. 220.01%0.01%0.01%Q1 2022Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Capital Asset Advisory Services LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ELKHORN PARTNERS LIMITED PARTNERSHIP 220.00%0.00%0.00%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Alpha Paradigm Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
US Asset Management LLC 110.00%0.00%0.00%Q2 2022Q1 20232
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
EMFO, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Graham Capital Management, L.P. 220.08%0.08%0.09%Q4 2021Q1 20222
Semper Augustus Investments Group 221.02%1.13%1.23%Q2 2021Q3 20212
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BOK Financial Private Wealth, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Cowen Prime Services LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2020Q4 20202
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Westside Investment Management, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Family Management Corp 220.00%0.00%0.00%Q2 2023Q3 20232
SPHINX TRADING, LP 220.00%0.00%0.00%Q3 2021Q4 20212
Valley Brook Capital Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q4 20212
Aperio Group, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.00%0.00%0.00%Q3 2020Q4 20202
True Wealth Design, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
HRT FINANCIAL LP 110.00%0.01%0.02%Q3 2020Q1 20232
EDGAR LOMAX CO/VA 220.01%0.01%0.01%Q3 2020Q4 20202
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
TRUE Private Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
GoodHaven Capital Management 220.95%1.20%1.46%Q2 2023Q3 20232
TECTONIC ADVISORS LLC 220.00%0.00%0.01%Q4 2020Q1 20212
MIRABELLA FINANCIAL SERVICES LLP 220.32%1.28%2.23%Q3 2020Q4 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Burt Wealth Advisors 220.00%0.00%0.00%Q3 2020Q4 20202
SageGuard Financial Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Lion Street Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
MetLife Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Point Break Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Northwest Bank & Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
NORGES BANK 110.00%0.00%0.00%Q3 2020Q3 20201
Sandy Cove Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Sage Financial Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2020Q4 20201
SECURIAN ASSET MANAGEMENT, INC 110.00%0.00%0.00%Q3 2020Q3 20201
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Red Tortoise LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MAPLELANE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Liontrust Investment Partners LLP 110.00%0.00%0.00%Q3 2021Q3 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Barnett & Company, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Advisory Solutions, LLC 110.31%0.31%0.31%Q1 2021Q1 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NFJ INVESTMENT GROUP, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COWA, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2020Q3 20201
Ensign Peak Advisors, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Vestcor Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Athanor Capital, LP 110.22%0.22%0.22%Q3 2020Q3 20201
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Savior LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ASPIRIANT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Campbell & CO Investment Adviser LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
MILLER WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FOURSIXTHREE CAPITAL LP 110.27%0.27%0.27%Q4 2022Q4 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Murchinson Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Yaupon Capital Management LP 110.35%0.35%0.35%Q3 2020Q3 20201
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Candriam S.C.A. 110.00%0.00%0.00%Q3 2020Q3 20201
3Chopt Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
JFG Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
TEXAS PERMANENT SCHOOL FUND CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q4 2022Q4 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2023Q4 20231
WEST BANCORPORATION INC 110.00%0.00%0.00%Q3 2020Q3 20201
Invenomic Capital Management LP 110.25%0.25%0.25%Q4 2021Q4 20211
Private Capital Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Jefferies Group LLC 110.00%0.00%0.00%Q3 2020Q3 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2021Q1 20211
SEEYOND 110.00%0.00%0.00%Q3 2020Q3 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 110.06%0.06%0.06%Q3 2020Q3 20201
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.00%0.00%0.00%Q3 2020Q3 20201
HighTower Trust Company, N.A. 110.06%0.06%0.06%Q2 2022Q2 20221
Alpine Global Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 110.00%0.00%0.00%Q3 2020Q3 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2020Q3 20201
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
DT Investment Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
M&T BANK CORP 110.00%0.00%0.00%Q1 2022Q1 20221
SUMITOMO LIFE INSURANCE CO 110.00%0.00%0.00%Q3 2020Q3 20201
DIMENSIONAL FUND ADVISORS LP 110.00%0.00%0.00%Q3 2020Q3 20201
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Rock Creek Group, LP 110.00%0.00%0.00%Q3 2020Q3 20201
Redwood Investment Management, LLC 110.29%0.29%0.29%Q3 2020Q3 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MEYER HANDELMAN CO 110.00%0.00%0.00%Q3 2020Q3 20201
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
BNP Paribas Asset Management Holding S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
LEVIN CAPITAL STRATEGIES, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
External links

This page lists all the filers that currently own OCCIDENTAL PETE CORP or have owned OCCIDENTAL PETE CORP in the past.