Basic Stats
| Institutional Owners | 61 total, 60 long only, 0 short only, 1 long/short - change of -25.61% MRQ |
| Average Portfolio Allocation | 0.8782 % - change of 15.76% MRQ |
| Institutional Shares (Long) | 3,499,306 (ex 13D/G) - change of 0.69MM shares 24.45% MRQ |
| Institutional Value (Long) | $ 2,779,733 USD ($1000) |
Institutional Ownership and Shareholders
Citigroup, Inc. (US:C.WSA) has 61 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,499,306 shares. Largest shareholders include Norges Bank, Legal & General Group Plc, Tandem Investment Advisors, Inc., Vestor Capital, Llc, Torno Capital, Llc, First Long Island Investors, LLC, Ivy Lane Capital Management, Llc, Cibc World Markets Corp, Mediolanum International Funds Ltd, and Covington Investment Advisors Inc. .
Citigroup, Inc. (NYSE:C.WSA) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 5,254 | -2.18 | 5,513 | 8.46 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,185 | 3.16 | 2,293 | 14.49 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 15,449 | 2.45 | 16 | 14.29 | ||||
| 2025-04-03 | 13F | Jacobs & Co/ca | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 7,022 | 7,368 | ||||||
| 2025-05-14 | 13F/A | Norges Bank | 2,275,013 | 1.87 | 1,896,678 | 4.62 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F/A | Torno Capital, Llc | Call | 31,000 | 29,435 | |||||
| 2025-07-07 | 13F | Osprey Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-17 | 13F/A | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | King Luther Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Boltwood Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 | 0.00 | 2 | 100.00 | ||||
| 2025-05-01 | 13F | Martin Capital Advisors, LLP | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-02 | 13F/A | Aegon Asset Management Uk Plc | 4,263 | 0.00 | 2,850 | 94,900.00 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 7,901 | -0.75 | 8 | 14.29 | ||||
| 2025-08-20 | NP | MUNDX - Mundoval Fund | 150 | 0.00 | 157 | 11.35 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 25 | -34.21 | 0 | |||||
| 2025-07-16 | 13F | Virginia Retirement Systems Et Al | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | DekaBank Deutsche Girozentrale | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1 | 1 | ||||||
| 2025-04-02 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,270 | 0.00 | 3,431 | 10.86 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 839 | 0.96 | 699 | 3.71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | 2 | 0.00 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Talbot Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 50 | 0.00 | 0 | |||||
| 2025-07-28 | NP | SGFFX - Sparrow Growth Fund Class A | 190 | 90.00 | 186 | 91.75 | ||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | IFM Investors Pty Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 771 | 0.00 | 809 | 10.97 | ||||
| 2025-05-06 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 18,397 | 4.34 | 19,303 | 15.67 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Farmers National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 89 | 0.00 | 93 | 10.71 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Call | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-08-13 | 13F | Delta Accumulation, LLC | Put | 3,500 | -69.57 | 3,323 | -69.57 | |||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Generate Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Pacific Capital Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 78 | 0.00 | 82 | 12.33 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Vinva Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Lederer & Associates Investment Counsel/ca | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2025-03-31 | 13F/A | Sumitomo Mitsui Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F/A | California Public Employees Retirement System | 0 | -100.00 | 0 | |||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Beutel, Goodman & Co Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 261 | 4.40 | 274 | 15.68 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 904 | 754 | ||||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3,399 | -29.38 | 3,567 | -21.71 | ||||
| 2025-05-14 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Skylands Capital, LLC | 650 | -21.21 | 682 | -12.56 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 10 | 0 | ||||||
| 2025-07-24 | 13F | Pinnacle West Asset Management, Inc. | 2,619 | -1.06 | 3 | 0.00 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 558 | 530 | ||||||
| 2025-05-15 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | AFOCX - Archer Focus Fund | 277 | 0.00 | 271 | 0.37 | ||||
| 2025-05-02 | 13F | Concord Asset Management, LLC/VA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 37,940 | 47,925.32 | 13 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Boit C F David | 400 | 0.00 | 420 | 10.85 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Abn Amro Investment Solutions | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Strs Ohio | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Alta Advisers Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 4,851 | 0.31 | 5,090 | 11.19 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9 | 9 | ||||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 3,226 | -0.68 | 3,385 | 10.08 | ||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 97 | 102 | ||||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1,338 | 1.21 | 668 | -6.57 | ||||
| 2025-06-23 | 13F | RK Capital Management, LLC/FL | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 21,772 | -1.55 | 22,844 | 9.14 | ||||
| 2025-05-05 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | California State Teachers Retirement System | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Weaver Consulting Group | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 13,598 | 0.00 | 13,940 | 0.00 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mediolanum International Funds Ltd | 18,004 | -48.67 | 18,865 | -43.19 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 370 | 1.37 | 0 | |||||
| 2025-07-08 | NP | WSACX - Wellington Shields All-Cap Fund Institutional Shares | 1,900 | 0.00 | 1,862 | 0.22 | ||||
| 2025-05-15 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ivy Lane Capital Management, Llc | 19,900 | 0.00 | 20,880 | 10.86 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Rhumbline Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | ABN AMRO Bank N.V. | 0 | 0 | ||||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cullinan Associates Inc | 716 | 0.00 | 751 | 10.93 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 5 | 0 | ||||||
| 2025-04-11 | 13F | First City Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Voya Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Michael S. Ryan, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Kentucky Retirement Systems Insurance Trust Fund | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Goodman Advisory Group, LLC | 8 | 0 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 250 | 16.28 | 0 | |||||
| 2025-04-14 | 13F | Barden Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 268 | 8.94 | 281 | 20.17 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1,835 | 1.72 | 1,925 | 12.77 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 57 | 0.00 | 60 | 11.32 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F/A | Mackenzie Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-29 | 13F/A | Legal & General Group Plc | 928,779 | -2.62 | 731,248 | -8.04 | ||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | United Bank | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Advisor Group Holdings, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Farrow Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Kinneret Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Harmony Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Echo45 Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Credit Industriel Et Commercial | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,309 | 0.57 | 2 | 0.00 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | NP | TANDX - Castle Tandem Fund Institutional | 650 | 0.00 | 682 | 10.89 | ||||
| 2025-04-29 | 13F | Fisher Funds Management LTD | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 443 | 0.00 | 465 | 10.74 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 5,300 | 3.92 | 5,561 | 15.21 | ||||
| 2025-08-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Investor Ab | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Tandem Investment Advisors, Inc. | 73,718 | -0.64 | 77 | 10.00 | ||||
| 2025-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,404 | 0.72 | 1,474 | 11.68 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3,400 | 4.58 | 3,567 | 25.29 | ||||
| 2025-08-12 | 13F | DnB Asset Management AS | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 3,136 | 202.70 | 2 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 3 | 0.00 | 3 | 50.00 | ||||
| 2025-05-09 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 3,991 | 4 |
