How many institutions own NEA stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NEA shares is 320, representing 17.87% of the company's common stock.

Who are the major shareholders selling Nuveen AMT-Free Quality Municipal Income Fund stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in NEA by -14.11% restricting it's holding to 579.19 thousand shares of worth nearly $6.80M. BYRNE FINANCIAL FREEDOM, LLC also lessened -2.17% of the NEA shares from its portfolio, reducing its holding to 628.11 thousand shares of worth $7.37M. ROYAL BANK OF CANADA also shunned NEA shares holding by -5.77% last quarter which brought its holding to 1.25 million shares worth $14.72M.

Investors who are buying NEA stock?

As per its latest 13F filing, PALOGIC VALUE MANAGEMENT, L.P. increased its stake in NEA by 0.88% in the last quarter. The institutional holder raised its holding to 380.87 thousand shares having worth more than $4.47M. CRESTA ADVISORS, LTD. also added 18.15% more shares of NEA to its portfolio, raising its holding to 455.65 thousand shares of worth $5.35M. AMERIPRISE FINANCIAL INC also increased its NEA shares holding by 9.57% which brought its holding to 487.09 thousand shares worth $5.72M.

NEA's major insiders: who are they?

The insider with the most stakes in NEA is AMBOIAN JOHN P , at the company. Additionally, NEA stock is highly held by Vice President LAMB DAVID J and Portfolio Manager Hamilton Michael S. among others.

Did an insider recently sell NEA stock?

Company executives, directors, and other insiders own 0.08% percent of Nuveen AMT-Free Quality Municipal Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NEA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include JONES NATHANIEL T., BRENNAN PAUL L, and TOTH TERENCE J.

Which insider recently purchased NEA stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen AMT-Free Quality Municipal Income Fund insiders have bought stock, totalling 0 shares

How much of NEA does insiders own?

Around 0 Nuveen AMT-Free Quality Municipal Income Fund shares are held by insiders, which represents about 0.08% of NEA stock.

Who is the insider with the largest stake?

NEA , AMBOIAN JOHN P holds the largest portfolio of the company's shares. NEA shares owned by AMBOIAN total nearly 22.5 thousand.

Which institution holds the most shares in NEA?

PALOGIC VALUE MANAGEMENT, L.P. is the largest institutional owner in NEA which holds 380.87 thousand shares worth $4.47M or 0.13% of the total NEA shares outstanding followed by CRESTA ADVISORS, LTD. with ownership of 455.65 thousand shares representing 0.15% of the NEA ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 487.09 thousand shares or 0.16% of the ownership worth more than $5.72M.

Is Nuveen AMT-Free Quality Municipal Income Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NEA is concerned, it is a stock which is not optionable.

Is there a short position on NEA's shares?

Number of NEA shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NEA shares are there?

As of today, null shares of NEA are outstanding.

Is there many float in NEA stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NEA has null shares in float.

NEA short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NEA is null.

Nuveen AMT-Free Quality Municipal Income Fund (NEA) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.08% Percentage of Shares held by All Insiders

17.87% Percentage of Shares held by All Institutions

17.89% Percentage of Float held by Institutions

320

Number of Institutions Holding Shares

Institutional Ownership

About 17.87% of NEA shares are held by financial institutions. PALOGIC VALUE MANAGEMENT, L.P. is the top corporate investor, holding 380.87K shares valued at $4.47M. A 0.13% stake in Nuveen AMT-Free Quality Municipal Income Fund is owned by the company. CRESTA ADVISORS, LTD. owns 455.65K shares valued at $5.35M, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.13%	380.87K	4.47M	3.31K	+0.88%
Jun 30, 2026	CRESTA ADVISORS, LTD.	0.15%	455.65K	5.35M	70K	+18.15%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.16%	487.09K	5.72M	42.53K	+9.57%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	539.03K	6.33M	99.43K	+22.62%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	579.19K	6.8M	-95.14K	-14.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.19%	582.86K	6.84M	40.86K	+7.54%
Jun 30, 2026	BYRNE FINANCIAL FREEDOM, LLC	0.21%	628.11K	7.37M	-13.95K	-2.17%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	694.03K	8.15M	121.97K	+21.32%
Jun 30, 2026	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.24%	732.02K	8.64M	53.62K	+7.90%
Jun 30, 2026	CONGRESS PARK CAPITAL LLC	0.28%	850K	9.98M	0	0
Jun 30, 2026	MELONE PRIVATE WEALTH, LLC	0.29%	862.7K	10.13M	150.97K	+21.21%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.36%	1.09M	12.79M	22.57K	+2.12%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.37%	1.12M	13.18M	34.74K	+3.19%
Jun 30, 2026	ROYAL BANK OF CANADA	0.42%	1.25M	14.72M	-76.77K	-5.77%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.46%	1.39M	16.34M	-140.12K	-9.15%
Jun 30, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.47%	1.41M	16.55M	-18.67K	-1.31%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.47%	1.41M	16.6M	93.74K	+7.10%
Jun 30, 2026	LPL FINANCIAL LLC	0.49%	1.47M	17.29M	25.09K	+1.73%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.54%	1.61M	18.88M	-150.95K	-8.58%
Jun 30, 2026	FIERA CAPITAL CORP	0.07%	221.53K	2.6M	23.09K	+11.64%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.08%	228.62K	2.68M	59.9K	+35.50%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	173.18K	2.03M	94.22K	+119.31%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	179.81K	2.11M	48.21K	+36.63%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.07%	198.6K	2.33M	3.8K	+1.95%
Jun 30, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.07%	199.97K	2.35M	20.72K	+11.56%
Jun 30, 2026	INVESCO LTD.	0.07%	214.53K	2.52M	441	+0.21%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	271.42K	3.19M	-9.49K	-3.38%
Jun 30, 2026	COHEN & STEERS, INC.	0.09%	279.41K	3.28M	-25.3K	-8.30%
Jun 30, 2026	LIDO ADVISORS, LLC	0.08%	230.8K	2.73M	3.34K	+1.47%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	237.04K	2.78M	-2.84K	-1.18%
Jun 30, 2026	INTELLECTUS PARTNERS, LLC	0.08%	237.83K	2.81M	34.21K	+16.80%
Jun 30, 2026	JUPITER WEALTH MANAGEMENT LLC	0.08%	240.24K	2.82M	0	0
Jun 30, 2026	KIM, LLC	0.08%	243.7K	2.86M	0	0
Jun 30, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	254.05K	2.98M	-42.26K	-14.26%
Jun 30, 2026	UBS GROUP AG	0.55%	1.64M	19.24M	-95.73K	-5.52%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.97%	2.91M	34.13M	125.75K	+4.52%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	1.12%	3.38M	39.67M	266.45K	+8.56%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.2%	3.59M	42.16M	584.83K	+19.45%
Jun 30, 2026	MORGAN STANLEY	3.28%	9.84M	115.56M	-66.35K	-0.67%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.05%	162.82K	1.91M	-1.48K	-0.90%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.06%	171.3K	2.01M	-121.56K	-41.51%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	260.26K	3.06M	-5.07K	-1.91%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.04%	122.98K	1.44M	1.3K	+1.07%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.04%	122.98K	1.44M	138	+0.11%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.04%	124.55K	1.46M	865	+0.70%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.04%	124.67K	1.46M	22.92K	+22.52%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.04%	125.49K	1.47M	8.45K	+7.22%
Jun 30, 2026	IFC ADVISORS LLC	0.04%	129.49K	1.52M	129.49K	+100.00%
Jun 30, 2026	FLC CAPITAL ADVISORS	0.04%	134.86K	1.58M	70.42K	+109.26%
Jun 30, 2026	KERCHEVILLE ADVISORS, LLC	0.05%	137.13K	1.61M	-8.9K	-6.10%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.05%	138.72K	1.63M	2.56K	+1.88%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	143.89K	1.69M	-440	-0.30%
Jun 30, 2026	IBEX WEALTH ADVISORS	0.05%	147.78K	1.73M	-3.72K	-2.45%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.05%	156.57K	1.84M	-6.3K	-3.87%
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.1%	293.43K	3.45M	-118.3K	-28.73%
Jun 30, 2026	CURA WEALTH ADVISORS, LLC	0.1%	302K	3.55M	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	312.48K	3.67M	20.14K	+6.89%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.1%	314.67K	3.61M	157.59K	+100.32%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.11%	316.23K	3.71M	-7.26K	-2.24%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.11%	320.44K	3.76M	99.85K	+45.27%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.12%	362.23K	4.25M	271	+0.07%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	367.54K	4.31M	-11.7K	-3.08%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	379.23K	4.26M	-52.08K	-12.08%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.06%	194.81K	2.19M	142.57K	+272.93%
Mar 31, 2026	INVESCO LTD.	0.07%	214.09K	2.4M	-12.15K	-5.37%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	239.88K	2.69M	3.49K	+1.48%
Mar 31, 2026	JUPITER WEALTH MANAGEMENT LLC	0.08%	240.24K	2.78M	240.24K	+100.00%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.08%	241.9K	2.72M	-1.71K	-0.70%
Mar 31, 2026	KIM, LLC	0.08%	243.7K	2.74M	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	265.33K	2.98M	2.66K	+1.01%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	280.9K	3.15M	3.75K	+1.35%
Mar 31, 2026	LEO WEALTH, LLC	0.09%	283.14K	3.18M	51.62K	+22.29%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.1%	292.87K	3.29M	-19.92K	-6.37%
Mar 31, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	296.31K	3.33M	1.06K	+0.36%
Mar 31, 2026	CURA WEALTH ADVISORS, LLC	0.1%	302K	3.39M	-5K	-1.63%
Mar 31, 2026	COHEN & STEERS, INC.	0.1%	304.71K	3.42M	-15K	-4.69%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.11%	323.49K	3.63M	-16.01K	-4.72%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.12%	361.96K	4.06M	-1.47K	-0.40%
Mar 31, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.13%	377.56K	4.24M	8.77K	+2.38%
Mar 31, 2026	CRESTA ADVISORS, LTD.	0.13%	385.65K	4.33M	116K	+43.02%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.14%	411.73K	4.62M	-93.47K	-18.50%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	439.6K	4.97M	163.74K	+59.36%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.15%	444.56K	4.99M	-19.69K	-4.24%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	541.99K	6.09M	18.83K	+3.60%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	572.06K	6.42M	103.93K	+22.20%
Mar 31, 2026	BYRNE FINANCIAL FREEDOM, LLC	0.21%	642.06K	7.21M	-6.76K	-1.04%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	674.33K	7.57M	45.3K	+7.20%
Mar 31, 2026	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.23%	678.4K	7.66M	33.93K	+5.26%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.24%	711.74K	7.99M	59.85K	+9.18%
Mar 31, 2026	CONGRESS PARK CAPITAL LLC	0.28%	850K	9.55M	-95K	-10.05%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.36%	1.07M	11.98M	-629	-0.06%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.36%	1.09M	12.22M	65.54K	+6.41%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.44%	1.32M	14.82M	-66.83K	-4.82%
Mar 31, 2026	MORGAN STANLEY	3.3%	9.91M	111.28M	209.16K	+2.16%
Mar 31, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.06%	179.25K	2.01M	14.41K	+8.74%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	179.07K	2.01M	-46.66K	-20.67%
Mar 31, 2026	BLACKROCK, INC.	0.07%	200.1K	2.25M	103	+0.05%
Mar 31, 2026	LIDO ADVISORS, LLC	0.08%	227.46K	2.57M	4.11K	+1.84%
Mar 31, 2026	EVOKE WEALTH, LLC	0.08%	236.5K	2.67M	-18.59K	-7.29%
Mar 31, 2026	ROYAL BANK OF CANADA	0.44%	1.33M	14.94M	53.51K	+4.19%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	292.35K	3.28M	64.77K	+28.46%
Mar 31, 2026	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.48%	1.43M	16.04M	18.31K	+1.30%
Mar 31, 2026	LPL FINANCIAL LLC	0.48%	1.45M	16.26M	277.7K	+23.74%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.51%	1.53M	17.2M	-91.84K	-5.66%
Mar 31, 2026	UBS GROUP AG	0.58%	1.73M	19.48M	-60.75K	-3.38%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.59%	1.76M	19.75M	-14.7K	-0.83%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.93%	2.78M	31.24M	52.47K	+1.92%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.04%	3.11M	34.95M	642.67K	+26.02%
Mar 31, 2026	WESBANCO BANK INC	0.04%	119.06K	1.34M	5.78K	+5.10%
Mar 31, 2026	ABEL HALL, LLC	0.04%	120K	1.35M	0	0
Mar 31, 2026	VENTURE VISIONARY PARTNERS LLC	0.04%	121.68K	1.37M	17.5K	+16.80%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.04%	122.84K	1.38M	54	+0.04%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.04%	123.68K	1.39M	1.28K	+1.05%
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.05%	136.16K	1.53M	-879	-0.64%
Mar 31, 2026	GRIDIRON PARTNERS, LLC	0.05%	139.85K	1.57M	-30.03K	-17.68%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	144.33K	1.62M	4.48K	+3.20%
Mar 31, 2026	KERCHEVILLE ADVISORS, LLC	0.05%	146.04K	1.64M	4.62K	+3.27%
Mar 31, 2026	IBEX WEALTH ADVISORS	0.05%	151.5K	1.7M	-4.6K	-2.95%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.05%	157.08K	1.76M	9	+0.01%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.05%	162.88K	1.83M	933	+0.58%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.06%	164.3K	1.85M	-40.35K	-19.72%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1%	3.01M	33.76M	410.68K	+15.82%
Mar 31, 2026	FIERA CAPITAL CORP	0.07%	198.44K	2.23M	198.44K	+100.00%
Mar 31, 2026	INTELLECTUS PARTNERS, LLC	0.07%	203.62K	2.3M	6.14K	+3.11%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.07%	220.59K	2.48M	542	+0.25%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.06%	168.73K	1.89M	20.99K	+14.21%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	629.03K	7.32M	-191.71K	-23.36%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.46%	1.39M	16.13M	98.63K	+7.66%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	232.7K	2.71M	19.89K	+9.35%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	172.3K	1.55M	36.17K	+26.57%
Dec 31, 2025	BYRNE FINANCIAL FREEDOM, LLC	0.22%	648.82K	7.55M	-413	-0.06%
Dec 31, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.22%	644.47K	7.5M	149.53K	+30.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	523.17K	6.08M	134.49K	+34.60%
Dec 31, 2025	LEO WEALTH, LLC	0.08%	231.52K	2.69M	70.4K	+43.70%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	227.58K	2.65M	-44.11K	-16.24%
Dec 31, 2025	BLACKROCK, INC.	0.07%	200K	2.33M	-1.47M	-88.03%
Dec 31, 2025	INTELLECTUS PARTNERS, LLC	0.07%	197.48K	2.3M	28.97K	+17.19%
Dec 31, 2025	CITADEL ADVISORS LLC	0.06%	184.2K	2.14B	184.2K	+100.00%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.06%	172.89K	2.01M	-18.63K	-9.73%
Dec 31, 2025	GRIDIRON PARTNERS, LLC	0.06%	169.88K	1.98M	-1.08M	-86.46%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	165.19K	1.93M	8.86K	+5.67%
Dec 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.06%	164.84K	1.92M	1.08K	+0.66%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	161.95K	1.88M	-760	-0.47%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.05%	157.07K	1.83M	-731	-0.46%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.05%	147.73K	1.72B	9.49K	+6.87%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	145.52K	1.69M	-1.52K	-1.03%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	225.73K	2.63M	192.07K	+570.73%
Dec 31, 2025	MORGAN STANLEY	3.24%	9.7M	112.81M	-472.97K	-4.65%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.91%	2.73M	31.74M	105.81K	+4.03%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	2.6M	30.19M	384.84K	+17.41%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.59%	1.77M	20.63M	289.54K	+19.51%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.54%	1.62M	18.88M	-3.62K	-0.22%
Dec 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.47%	1.41M	16.4M	61.11K	+4.53%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	1.07M	12.42M	-393.51K	-26.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.34%	1.02M	11.9M	13.46K	+1.33%
Dec 31, 2025	CONGRESS PARK CAPITAL LLC	0.32%	945K	10.99M	-202.5K	-17.65%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.22%	651.89K	7.58M	220.96K	+51.28%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.17%	505.2K	5.88M	-48.08K	-8.69%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	468.14K	5.44M	208.8K	+80.51%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.08%	233.25K	2.71M	233.25K	+100.00%
Dec 31, 2025	LIDO ADVISORS, LLC	0.07%	223.35K	2.56M	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.07%	220.05K	2.56M	-51.03K	-18.82%
Dec 31, 2025	UBS GROUP AG	0.6%	1.8M	20.88M	20.69K	+1.17%
Dec 31, 2025	LPL FINANCIAL LLC	0.39%	1.17M	13.61M	49.84K	+4.45%
Dec 31, 2025	PETRA FINANCIAL ADVISORS INC	0.04%	119.65K	1.39M	-9K	-7.00%
Dec 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.94%	2.8M	32.58M	-180.15K	-6.04%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.83%	2.47M	28.73M	845.21K	+52.02%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.16%	464.24K	5.4M	27.04K	+6.19%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	431.31K	5.02M	-640.59K	-59.76%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.12%	368.79K	4.29M	16.24K	+4.61%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	262.67K	3.05M	139.24K	+112.80%
Dec 31, 2025	INVESCO LTD.	0.08%	226.24K	2.63M	6.96K	+3.17%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	204.65K	2.38M	-32.21K	-13.60%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	1.28M	14.85M	48.48K	+3.95%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.12%	363.43K	4.23M	-30.47K	-7.74%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.11%	339.5K	3.95M	-36.05K	-9.60%
Dec 31, 2025	COHEN & STEERS, INC.	0.11%	319.71K	3.72M	0	0
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.1%	312.78K	3.64M	-107.7K	-25.61%
Dec 31, 2025	CURA WEALTH ADVISORS, LLC	0.1%	307K	3.57M	-1K	-0.32%
Dec 31, 2025	STONEX GROUP INC.	0.1%	301.99K	3.51M	1.68K	+0.56%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	295.25K	3.43M	-2.02K	-0.68%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	277.15K	3.22M	10.46K	+3.92%
Dec 31, 2025	KERCHEVILLE ADVISORS, LLC	0.05%	141.42K	1.64M	5.13K	+3.76%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	139.85K	1.63M	2.78K	+2.02%
Dec 31, 2025	IFC ADVISORS LLC	0.05%	138.75K	1.61M	-13.59K	-8.92%
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.05%	137.04K	1.59M	17.69K	+14.82%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.04%	122.79K	1.43M	109	+0.09%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.04%	122.4K	1.42M	21.1K	+20.83%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	275.86K	3.21M	99.37K	+56.30%
Dec 31, 2025	CRESTA ADVISORS, LTD.	0.09%	269.65K	3.14M	13K	+5.07%
Dec 31, 2025	EVOKE WEALTH, LLC	0.09%	255.09K	2.97M	0	0
Dec 31, 2025	KIM, LLC	0.08%	243.7K	2.83M	0	0
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.08%	243.61K	2.83M	-364.71K	-59.95%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	236.39K	2.75M	1.34K	+0.57%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.04%	119.35K	1.36M	-22.75K	-16.01%
Sep 30, 2025	WESBANCO BANK INC	0.04%	112.98K	1.29M	462	+0.41%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	112.35K	1.28M	0	0
Sep 30, 2025	CHILDRESS CAPITAL ADVISORS, LLC	0.04%	106.88K	1.22M	-1.62K	-1.49%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.03%	101.3K	1.18M	8K	+8.57%
Sep 30, 2025	MORGAN STANLEY	3.4%	10.17M	115.87M	701.35K	+7.40%
Sep 30, 2025	BRAMSHILL INVESTMENTS, LLC	1%	2.98M	33.96M	-320.49K	-9.71%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.88%	2.62M	29.88M	-727.62K	-21.71%
Sep 30, 2025	UBS GROUP AG	0.59%	1.77M	20.22M	-32.98K	-1.82%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.54%	1.62M	18.51M	398.87K	+32.54%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.49%	1.46M	16.64M	-2.01K	-0.14%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.45%	1.35M	15.37M	62.07K	+4.82%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.43%	1.29M	14.67M	44.8K	+3.60%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	1.07M	12.21M	26.52K	+2.54%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.34%	1.01M	11.5M	-42.32K	-4.02%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.13%	393.9K	4.49M	-33.36K	-7.81%
Sep 30, 2025	COHEN & STEERS, INC.	0.11%	319.71K	3.64M	-83K	-20.61%
Sep 30, 2025	MACKAY SHIELDS LLC	0.6%	1.8M	20.52M	-2.2M	-55.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	1.63M	18.53M	33.36K	+2.09%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.5%	1.48M	16.9M	279.57K	+23.21%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.42%	1.25M	1.93M	1.08M	+638.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	1.23M	13.99M	27.13K	+2.26%
Sep 30, 2025	CONGRESS PARK CAPITAL LLC	0.38%	1.15M	13.07M	-155K	-11.90%
Sep 30, 2025	CRESTA ADVISORS, LTD.	0.09%	256.65K	2.92M	0	0
Sep 30, 2025	EVOKE WEALTH, LLC	0.09%	255.09K	2.92M	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.07%	223.35K	2.56M	7.69K	+3.57%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	212.81K	2.42M	3.09K	+1.47%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	176.49K	2.01M	-32.06K	-15.37%
Sep 30, 2025	LPL FINANCIAL LLC	0.37%	1.12M	12.76M	192.3K	+20.73%
Sep 30, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.17%	494.94K	5.67M	43.1K	+9.54%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.14%	430.93K	4.91M	85.84K	+24.87%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.14%	420.48K	4.79M	-47.87K	-10.22%
Sep 30, 2025	CURA WEALTH ADVISORS, LLC	0.1%	308K	3.51M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	2.21M	25.18M	224.72K	+11.32%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	820.74K	9.35M	39.55K	+5.06%
Sep 30, 2025	BLACKROCK, INC.	0.56%	1.67M	19.03M	-279.87K	-14.35%
Sep 30, 2025	BYRNE FINANCIAL FREEDOM, LLC	0.22%	649.23K	7.39M	-35.54K	-5.19%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.2%	608.32K	6.93M	-42.73K	-6.56%
Sep 30, 2025	FIERA CAPITAL CORP	0.15%	444.01K	5.06M	-4.35K	-0.97%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	266.69K	3.04M	-941	-0.35%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	259.34K	2.86M	-33.65K	-11.49%
Sep 30, 2025	KIM, LLC	0.08%	243.7K	2.78M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	236.86K	2.7M	27.03K	+12.88%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	235.06K	2.68M	16.83K	+7.71%
Sep 30, 2025	INVESCO LTD.	0.07%	219.28K	2.5M	18.16K	+9.03%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.19%	553.27K	6.3M	-315.65K	-36.33%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	437.2K	4.98M	4.11K	+0.95%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	375.55K	4.28M	-6.24K	-1.63%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.12%	352.55K	4.02M	35.4K	+11.16%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	271.69K	3.1M	5.15K	+1.93%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	388.68K	4.43M	65.7K	+20.34%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.06%	191.52K	2.18M	3.91K	+2.08%
Sep 30, 2025	INTELLECTUS PARTNERS, LLC	0.06%	168.51K	1.93M	16.33K	+10.73%
Sep 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.05%	163.76K	1.87M	4.35K	+2.73%
Sep 30, 2025	STONEX GROUP INC.	0.1%	300.31K	3.43M	24.98K	+9.07%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	297.26K	3.39M	-42.2K	-12.43%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.09%	271.07K	3.09M	-5.58K	-2.02%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	162.71K	1.85M	3.69K	+2.32%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.05%	157.8K	1.8M	-3.99K	-2.46%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	156.33K	1.78M	23.66K	+17.83%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.05%	154.56K	1.76M	-967	-0.62%
Sep 30, 2025	IFC ADVISORS LLC	0.05%	152.33K	1.74M	11.95K	+8.51%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	147.04K	1.67M	-333	-0.23%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	138.24K	1.57M	17.95K	+14.92%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	137.07K	1.56M	13.52K	+10.94%
Sep 30, 2025	KERCHEVILLE ADVISORS, LLC	0.05%	136.29K	1.55M	3.1K	+2.33%
Sep 30, 2025	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.04%	129K	1.47M	-10K	-7.19%
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.04%	128.66K	1.47M	-1.69K	-1.30%
Sep 30, 2025	CAPITAL & PLANNING, LLC	0.04%	126.25K	1.44M	1.04K	+0.83%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.04%	125.17K	1.43M	0	0
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.04%	122.68K	1.4M	90	+0.07%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.11%	339.47K	3.71M	-4.17K	-1.21%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	1.59M	17.4M	-208.68K	-11.58%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.49%	1.46M	15.98M	28.25K	+1.97%
Jun 30, 2025	CONGRESS PARK CAPITAL LLC	0.44%	1.3M	14.22M	142.5K	+12.28%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.42%	1.24M	13.58M	4.85K	+0.39%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.41%	1.23M	13.39M	88.87K	+7.82%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	1.05M	11.42M	619.95K	+145.72%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	209.72K	2.29M	40.45K	+23.89%
Jun 30, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.15%	451.84K	4.97M	58.73K	+14.94%
Jun 30, 2025	GRIDIRON PARTNERS, LLC	0.06%	169.88K	1.86M	0	0
Jun 30, 2025	SAVANT CAPITAL, LLC	0.05%	161.79K	1.77M	-236	-0.15%
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.05%	159.42K	1.74M	-2.01K	-1.24%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.05%	159.02K	1.74M	-5.86K	-3.56%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.05%	147.37K	1.61M	10K	+7.28%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.05%	142.1K	1.55M	8.65K	+6.48%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.22%	651.05K	7.11M	34.48K	+5.59%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.17%	500.73K	5.47M	-5.63M	-91.83%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.16%	468.34K	5.11M	-102.03K	-17.89%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.08%	235.33K	2.57M	-58.64K	-19.95%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	218.22K	2.38M	10.33K	+4.97%
Jun 30, 2025	LIDO ADVISORS, LLC	0.07%	215.66K	2.37M	-2.35K	-1.08%
Jun 30, 2025		0.07%	210.02K	2.29M	-16.17K	-7.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.35%	1.05M	11.48M	22.99K	+2.23%
Jun 30, 2025	COHEN & STEERS, INC.	0.13%	402.71K	4.4M	-19K	-4.51%
Jun 30, 2025	UBS GROUP AG	0.6%	1.81M	19.74M	1.68K	+0.09%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	292.99K	3.2M	-40.57K	-12.16%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	266.54K	2.91M	45.3K	+20.47%
Jun 30, 2025	KIM, LLC	0.08%	243.7K	2.66K	0	0
Jun 30, 2025	BRAMSHILL INVESTMENTS, LLC	1.1%	3.3M	36.05M	-821.68K	-19.93%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.85%	2.53M	27.62M	-1.38M	-35.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	1.99M	21.69M	-31.5K	-1.56%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	267.64K	2.92M	3.34K	+1.26%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.43%	1.29M	14.06M	123.24K	+10.59%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	209.83K	2.29M	44.68K	+27.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.14%	433.09K	4.73M	26.99K	+6.65%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.15%	462.54K	5.05M	-31.47K	-6.37%
Jun 30, 2025	BYRNE FINANCIAL FREEDOM, LLC	0.23%	684.77K	7.48M	-1.31K	-0.19%
Jun 30, 2025	CURA WEALTH ADVISORS, LLC	0.1%	308K	3.36M	1K	+0.33%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.07%	210.02K	2.29M	-16.17K	-7.15%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.11%	317.15K	3.46M	33.89K	+11.96%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.09%	276.65K	3.02M	73.59K	+36.24%
Jun 30, 2025	MORGAN STANLEY	3.17%	9.47M	103.43B	-627.22K	-6.21%
Jun 30, 2025	MACKAY SHIELDS LLC	1.34%	4M	43.71M	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.29%	868.92K	9.49M	-917.36K	-51.36%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	781.19K	8.53M	72.33K	+10.20%
Jun 30, 2025	FIERA CAPITAL CORP	0.15%	448.36K	4.9M	-6.41K	-1.41%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.14%	427.26K	4.67M	29.22K	+7.34%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.12%	345.09K	3.74M	115.72K	+50.45%
Jun 30, 2025	STONEX GROUP INC.	0.09%	275.33K	3.01M	39.63K	+16.82%
Jun 30, 2025	CRESTA ADVISORS, LTD.	0.09%	256.65K	2.8M	0	0
Jun 30, 2025	EVOKE WEALTH, LLC	0.09%	255.09K	2.8M	8K	+3.24%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	208.56K	2.28M	35.31K	+20.38%
Jun 30, 2025	LEO WEALTH, LLC	0.07%	208.4K	2.28M	51.7K	+32.99%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.06%	187.61K	2.05M	-8.88K	-4.52%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	171.23K	1.87M	40.76K	+31.24%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.05%	155.53K	1.7M	-4.02K	-2.52%
Jun 30, 2025	INTELLECTUS PARTNERS, LLC	0.05%	152.18K	1.67M	152.18K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	322.98K	3.53M	16.3K	+5.31%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.4%	1.2M	13.15M	-33.39K	-2.70%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	1.2M	13.12M	8.26K	+0.69%
Jun 30, 2025	LPL FINANCIAL LLC	0.31%	927.68K	10.13M	-89.3K	-8.78%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	392.64K	4.29M	-570.21K	-59.22%
Jun 30, 2025	BLACKROCK, INC.	0.65%	1.95M	21.3M	271	+0.01%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	381.79K	4.17M	-11.11K	-2.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.12%	3.35M	36.59M	-251.14K	-6.97%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	708.86K	7.94M	33.46K	+4.95%
Mar 31, 2025	LPL FINANCIAL LLC	0.34%	1.02M	11.39M	150.6K	+17.38%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	2.05%	6.13M	68.67M	-4.62M	-42.95%
Mar 31, 2025	MORGAN STANLEY	3.38%	10.1M	113.11M	644.25K	+6.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	306.69K	3.43M	-4.2K	-1.35%
Mar 31, 2025	KIM, LLC	0.08%	243.7K	2.73M	0	0
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.17%	494.01K	5.53M	-13.88K	-2.73%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.19%	570.37K	6.39M	705	+0.12%
Mar 31, 2025	EVOKE WEALTH, LLC	0.08%	247.09K	2.79M	0	0
Mar 31, 2025	FIERA CAPITAL CORP	0.15%	454.77K	5.09M	-27.84K	-5.77%
Mar 31, 2025	CONGRESS PARK CAPITAL LLC	0.39%	1.16M	12.99M	88.5K	+8.26%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	221.24K	2.48M	1.21K	+0.55%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.6%	1.79M	20.01M	-714.43K	-28.57%
Mar 31, 2025	BLACKROCK, INC.	0.65%	1.95M	21.84M	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.32%	962.85K	10.78M	-101.44K	-9.53%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.41%	1.24M	13.86M	-405.4K	-24.67%
Mar 31, 2025	CRESTA ADVISORS, LTD.	0.09%	256.65K	2.87M	-67.14K	-20.74%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	264.3K	2.96M	-3.48K	-1.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	425.44K	4.76M	29.43K	+7.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	333.56K	3.74M	105.7K	+46.39%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.11%	343.63K	3.85M	-1	0.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	392.9K	4.4M	1.98K	+0.51%
Mar 31, 2025	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.13%	393.11K	4.43M	-3.67K	-0.92%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.48%	1.43M	16.07M	-126.42K	-8.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.6%	1.8M	20.19M	250.58K	+16.15%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	355.34K	3.98M	355.34K	+100.00%
Mar 31, 2025	BROYHILL ASSET MANAGEMENT	0.08%	234.03K	2.62M	443	+0.19%
Mar 31, 2025	STONEX GROUP INC.	0.08%	235.7K	2.64M	3.14K	+1.35%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.1%	293.97K	3.29M	-569.41K	-65.95%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.38%	1.14M	12.73M	28.64K	+2.58%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.41%	1.24M	13.87M	-310.87K	-20.06%
Mar 31, 2025	UBS GROUP AG	0.6%	1.81M	20.23M	91.75K	+5.35%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	2.02M	22.6M	-44.96K	-2.18%
Mar 31, 2025		0.08%	226.19K	2.53M	-5.58K	-2.41%
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.08%	229.37K	2.57M	11.87K	+5.46%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.09%	283.26K	3.17M	74.31K	+35.57%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.13%	398.03K	4.46M	114.28K	+40.28%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.14%	406.11K	4.55M	17.65K	+4.54%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.34%	1.03M	11.52M	67.49K	+7.02%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.2%	3.6M	40.34M	604.78K	+20.18%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.39%	1.16M	13.04M	44.9K	+4.01%
Mar 31, 2025	ROYAL BANK OF CANADA	0.4%	1.19M	13.36M	106.63K	+9.81%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.31%	3.91M	43.78M	-1.59M	-28.87%
Mar 31, 2025	MACKAY SHIELDS LLC	1.34%	4M	44.83M	-38.36K	-0.95%
Mar 31, 2025	BRAMSHILL INVESTMENTS, LLC	1.38%	4.12M	46.18M	-233.47K	-5.36%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.21%	616.57K	6.91M	-42.02K	-6.38%
Mar 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.15%	445.42K	5.02M	-10.54K	-2.31%
Mar 31, 2025	COHEN & STEERS, INC.	0.14%	421.71K	4.72M	5K	+1.20%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.08%	247.25K	2.74M	-16.54K	-6.27%
Mar 31, 2024	CRESTA ADVISORS, LTD.	0.07%	211.65K	2.34M	0	0
Mar 31, 2024	JUPITER WEALTH MANAGEMENT LLC	0.07%	207.79K	2.26M	50K	+31.69%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.15%	436.58K	4.83M	110.4K	+33.85%
Mar 31, 2024	PENDERFUND CAPITAL MANAGEMENT LTD.	0.15%	440K	6.6M	-469.8K	-51.64%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	443.11K	4.91M	36.12K	+8.87%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.15%	446.8K	4.95M	-17.47K	-3.76%
Mar 31, 2024	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.15%	451.71K	5M	117.37K	+35.11%
Mar 31, 2024	BARRY INVESTMENT ADVISORS, LLC	0.17%	499.77K	5.56M	-30.24K	-5.71%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	503.69K	5.58M	503.69K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	538.38K	5.96M	-3.96K	-0.73%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.19%	554.26K	6.14M	45.51K	+8.94%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.21%	633.9K	7.02M	5.98K	+0.95%
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.23%	683.32K	7.27M	-12.02K	-1.73%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.24%	702.8K	7.78M	702.8K	+100.00%
Mar 31, 2024	CONGRESS PARK CAPITAL LLC	0.24%	707.5K	7.83M	125K	+21.46%
Mar 31, 2024	FIERA CAPITAL CORP	0.24%	710.97K	7.87M	-188.08K	-20.92%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.25%	738.63K	8.18M	52.53K	+7.66%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.26%	792.07K	8.77M	-36.28K	-4.38%
Mar 31, 2024	AQR ARBITRAGE LLC	0.28%	847.95K	9.39M	-10.49K	-1.22%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.3%	887.99K	9.83M	210.44K	+31.06%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.36%	1.08M	11.99M	20.73K	+1.95%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.37%	1.12M	11.91M	47.39K	+4.42%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.58%	1.73M	19.1M	-6.76K	-0.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	1.75M	19.34M	39.93K	+2.34%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.61%	1.83M	20.2M	393.71K	+27.51%
Mar 31, 2024	MACKAY SHIELDS LLC	0.61%	1.83M	20.22M	896K	+96.31%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.62%	1.86M	20.56M	130K	+7.53%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.67%	2.01M	22.28M	-400.96K	-16.61%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	1.3%	3.89M	43.12M	71.16K	+1.86%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	1.42%	4.23M	46.87M	838.6K	+24.70%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	1.78%	5.31M	58.79M	-1.16M	-17.96%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.57%	7.68M	85.03M	-553.81K	-6.73%
Mar 31, 2024	MORGAN STANLEY	3.19%	9.54M	105.63M	-510.09K	-5.07%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	8.29%	24.79M	274.4M	1.13M	+4.78%
Mar 31, 2024	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.12%	353.98K	3.94M	16.29K	+4.82%
Mar 31, 2024	FREESTONE CAPITAL HOLDINGS, LLC	0.12%	362.46K	4.01M	101.5K	+38.89%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.12%	373.14K	4.13M	-20.77K	-5.27%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.13%	400.71K	4.42M	-481	-0.12%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.14%	414.89K	4.59M	-6.34K	-1.50%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.2%	588.77K	6.52M	2.77K	+0.47%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.21%	633.56K	7.01M	-147.99K	-18.94%
Mar 31, 2024	LPL FINANCIAL LLC	0.24%	712.94K	7.89M	21.46K	+3.10%
Mar 31, 2024	ROYAL BANK OF CANADA	0.24%	722.27K	8M	18.14K	+2.58%
Mar 31, 2024	GRIDIRON PARTNERS, LLC	0.06%	174.88K	1.94M	0	0
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.06%	176.59K	1.95M	176.59K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	183.52K	2.03M	28.66K	+18.50%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	194.54K	2.15B	2.66K	+1.38%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.07%	203.86K	2.26M	1.55K	+0.76%
Mar 31, 2024	INDIANA TRUST & INVESTMENT MANAGEMENT CO	0.07%	213K	2.36M	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	213.37K	2.36M	22.31K	+11.67%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.07%	220.86K	2.45M	7.29K	+3.41%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.08%	246.85K	2.73M	246.85K	+100.00%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.09%	266.66K	2.95M	266.66K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.41%	1.22M	13.49M	42.19K	+3.59%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.41%	1.23M	13.58M	114.05K	+10.25%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.5%	1.48M	16.43M	-44.38K	-2.90%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.5%	1.5M	16.64M	-73.13K	-4.64%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.09%	281.74K	3.12M	-50.31K	-15.15%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.1%	295.04K	3.27M	6.92K	+2.40%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.11%	330.9K	3.66M	-1.94K	-0.58%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.11%	338.94K	3.75M	-84.78K	-20.01%
Mar 31, 2024	NINE MASTS CAPITAL LTD	0.12%	351.66K	3.89M	351.66K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.11%	288.12K	3.17M	-152.73K	-34.64%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	268.19K	2.95M	-29.7K	-9.97%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.1%	263.79K	2.9M	-42.77K	-13.95%
Dec 31, 2023	FREESTONE CAPITAL HOLDINGS, LLC	0.1%	260.96K	2.87M	260.96K	+100.00%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	8.99%	23.66M	260.24M	3.01M	+14.57%
Dec 31, 2023	MORGAN STANLEY	3.82%	10.05M	110.58M	1.39M	+16.01%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	3.13%	8.23M	90.58M	-2.79M	-25.34%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	2.46%	6.47M	71.21M	554.85K	+9.37%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.26%	695.34K	7.65M	-97.42K	-12.29%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	1.45%	3.82M	42.06M	883.11K	+30.03%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.29%	3.4M	37.35M	-653.13K	-16.13%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.92%	2.41M	26.55M	608.26K	+33.69%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.66%	1.73M	19.05M	211.72K	+13.92%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.66%	1.73M	19M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.65%	1.71M	18.78M	35.77K	+2.14%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	1.58M	17.34M	-127.5K	-7.48%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.58%	1.53M	16.82M	10.55K	+0.70%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.54%	1.43M	15.75M	333.28K	+30.35%
Dec 31, 2023	UBS GROUP AG	0.45%	1.18M	12.94M	-259.6K	-18.08%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	1.11M	12.24M	41.01K	+3.83%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.41%	1.07M	11.75M	109.38K	+11.37%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.4%	1.06M	11.68M	39.16K	+3.83%
Dec 31, 2023	MACKAY SHIELDS LLC	0.35%	930.32K	10.23B	0	0
Dec 31, 2023	PENDERFUND CAPITAL MANAGEMENT LTD.	0.35%	909.8K	13.26M	59.8K	+7.04%
Dec 31, 2023	ROYAL BANK OF CANADA	0.27%	704.13K	7.75M	-82.66K	-10.51%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.3%	781.55K	8.6M	491.03K	+169.01%
Dec 31, 2023	CONGRESS PARK CAPITAL LLC	0.22%	582.5K	6.41M	97K	+19.98%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.31%	828.35K	9.11M	114.63K	+16.06%
Dec 31, 2023	AQR ARBITRAGE LLC	0.33%	858.44K	9.44M	6.75K	+0.79%
Dec 31, 2023	FIERA CAPITAL CORP	0.34%	899.05K	9.89M	899.05K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.22%	586K	6.45M	-46.07K	-7.29%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.24%	627.92K	6.91M	44.8K	+7.68%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.26%	677.55K	7.45M	562.57K	+489.27%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	686.1K	7.55M	46.14K	+7.21%
Dec 31, 2023	LPL FINANCIAL LLC	0.26%	691.48K	7.61M	-62.48K	-8.29%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	542.34K	5.97M	128.65K	+31.10%
Dec 31, 2023	BARRY INVESTMENT ADVISORS, LLC	0.2%	530.01K	5.83M	-29.4K	-5.26%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.19%	508.76K	5.6M	81.28K	+19.02%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.18%	464.26K	5.11M	1.88K	+0.41%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.16%	423.72K	4.66M	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.16%	421.22K	4.63M	-21.75K	-4.91%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	406.99K	4.48M	-419.38K	-50.75%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.15%	401.19K	4.41M	401.19K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	393.91K	4.36M	-37.96K	-8.79%
Dec 31, 2023	EAGLE BLUFFS WEALTH MANAGEMENT LLC	0.13%	337.69K	3.71M	-94.22K	-21.81%
Dec 31, 2023	WESTCHESTER CAPITAL MANAGEMENT, LLC	0.13%	334.34K	3.68M	224.67K	+204.88%
Dec 31, 2023	COHEN & STEERS, INC.	0.13%	333.6K	3.67M	43K	+14.80%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.13%	332.84K	3.66M	-79.26K	-19.23%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.13%	332.05K	3.65M	-12.73K	-3.69%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.12%	326.18K	3.59M	326.18K	+100.00%

Insiders

Among the NEA insiders holding of 0.08% of the stake in company, AMBOIAN JOHN P, , holds the largest shares of 22.5K. LAMB DAVID J, Vice President, is the second largest NEA insider with ownership of 6K shares. HAMILTON MICHAEL S., Portfolio Manager, stands third with possession of 2.68K shares of that stake.

Insiders	Designation	Shares Held
AMBOIAN JOHN P		22.5K
LAMB DAVID J	Vice President	6K
HAMILTON MICHAEL S.	Portfolio Manager	2.68K
TOTH TERENCE J	director	0
ZIMMERMAN GIFFORD R	CCO and Vice President	0
CITIGROUP INC	10 percent owner	0
JONES NATHANIEL T.	Vice President	0
BANK OF AMERICA CORP /DE/	10 percent owner	0
BRENNAN PAUL L	V.P. & Portfolio Manager	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 10, 2025	JONES NATHANIEL T.	SALE	11.35	400	4.54K	0
Nov 07, 2024	HAMILTON MICHAEL S.	PURCHASE	11.35	265	3.01K	2.68K
Nov 05, 2024	HAMILTON MICHAEL S.	PURCHASE	11.44	264	3.02K	2.41K
Aug 20, 2024	HAMILTON MICHAEL S.	PURCHASE	11.63	2.15K	24.96K	2.15K
Mar 27, 2024	LAMB DAVID J	PURCHASE	11.04	6K	66.24K	6K
Jan 12, 2024	BRENNAN PAUL L	SALE	11.01	328	3.61K	0
Nov 28, 2022	TOTH TERENCE J	SALE	11.38	3.1K	35.28K	0
Sep 15, 2021	ZIMMERMAN GIFFORD R	SALE	15.97	1K	15.97K	0
Jun 18, 2021	ZIMMERMAN GIFFORD R	SALE	15.54	2.06K	31.95K	1K
Aug 08, 2017	TOTH TERENCE J	PURCHASE	13.91	798	11.1K	4.47K
Jun 01, 2017	TOTH TERENCE J	SALE	13.74	1.82K	24.97K	3.67K
Apr 24, 2017	TOTH TERENCE J	PURCHASE	13.55	1.85K	25.06K	1.85K
Feb 16, 2017	BRENNAN PAUL L	SALE	13.23	1.75K	23.13K	0
Nov 18, 2016	ZIMMERMAN GIFFORD R	PURCHASE	13.05	1K	13.05K	1K
Sep 13, 2016	CITIGROUP INC	SALE	100000.00	380	38M	0
Apr 05, 2016	ZIMMERMAN GIFFORD R	SALE	14.45	1K	14.45K	0
Feb 24, 2016	CITIGROUP INC	SALE	100000.00	90	9M	0
Feb 23, 2016	CITIGROUP INC	SALE	100000.00	45	4.5M	90
Mar 03, 2015	CITIGROUP INC	SALE	100000.00	305	30.5M	0
Oct 09, 2014	CITIGROUP INC	SALE	100.00	269	26.9K	0
May 30, 2013	ZIMMERMAN GIFFORD R	PURCHASE	13.29	1K	13.29K	1K
Jul 28, 2011	CITIGROUP INC	PURCHASE	100000.00	676	67.6M	676
Jul 27, 2011	CITIGROUP INC	PURCHASE	22991.00	1	22.99K	404
Jun 15, 2011	BANK OF AMERICA CORP /DE/	SALE	13.61	206	2.8K	0
Mar 07, 2011	BANK OF AMERICA CORP /DE/	SALE	13.16	6	78.96	0
Jan 27, 2011	BANK OF AMERICA CORP /DE/	SALE	10.07	280	2.82K	0
Jan 12, 2011	BANK OF AMERICA CORP /DE/	SALE	12.62	700	8.83K	0
Feb 17, 2010	AMBOIAN JOHN P	PURCHASE	10.07	18K	181.26K	22.5K
Feb 16, 2010	AMBOIAN JOHN P	PURCHASE	10.06	4.5K	45.27K	4.5K

Frequently Asked Questions