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Akamai Technologies Inc

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
JPMorgan Chase & Co
INCREASED
Shares246,107,000 from 82,860,000
Change+163,247,000 (+197%)
Value$245.1M (+$157.1M)
Filed 2025-05-12
Lazard Asset Management LLC
DECREASED
Shares104,569,000 from 155,022,000
Change-50,453,000 (-33%)
Value$104.4K (-$60.4K)
Filed 2025-05-15
Sona Asset Management (US) LLC
INCREASED
Shares78,500,000 from 37,500,000
Change+41,000,000 (+109%)
Value$78.2M (+$38.4M)
Filed 2025-05-15
Crossingbridge Advisors, LLC
NEW
Shares57,500,000
Change+57,500,000
Value$57.3M
Filed 2025-05-14
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares45,249,000 from 54,585,000
Change-9,336,000 (-17%)
Value$45.1M (-$13.1M)
Filed 2025-05-06
Calamos Advisors LLC
UNCHANGED
Shares43,192,000 from 43,192,000
Change0 (0%)
Value$43.0M (-$2.8M)
Filed 2025-04-29
Capstone Investment Advisors, LLC
DECREASED
Shares42,867,000 from 57,367,000
Change-14,500,000 (-25%)
Value$42.8M (-$18.2M)
Filed 2025-05-15
AQR Arbitrage LLC
INCREASED
Shares42,300,000 from 6,829,000
Change+35,471,000 (+519%)
Value$42.2M (+$35.0M)
Filed 2025-05-15
Manufacturers Life Insurance Company, the
UNCHANGED
Shares25,550,000 from 25,550,000
Change0 (0%)
Value$25.4M (-$1.7M)
Filed 2025-05-15
Kohlberg Kravis Roberts & Co. L.P.
NEW
Shares25,215,000
Change+25,215,000
Value$25.1M
Filed 2025-05-15
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
UNCHANGED
Shares22,463,000 from 22,463,000
Change0 (0%)
Value$22.4M (-$1.4M)
Filed 2025-05-15
Daiwa Securities Group Inc.
NEW
Shares20,000,000
Change+20,000,000
Value$20.0K
Filed 2025-05-13
Bank of America Corp
INCREASED
Shares19,898,600 from 5,637,600
Change+14,261,000 (+253%)
Value$19.8M (+$13.8M)
Filed 2025-05-15
Millennium Management LLC
INCREASED
Shares19,000,000 from 5,846,000
Change+13,154,000 (+225%)
Value$18.9M (+$12.7M)
Filed 2025-05-15
Moore Capital Management, LP
NEW
Shares17,026,000
Change+17,026,000
Value$17.0M
Filed 2025-08-12
Susquehanna Advisors Group, Inc.
DECREASED
Shares14,338,000 from 16,500,000
Change-2,162,000 (-13%)
Value$142.7K (-$17.3M)
Filed 2025-05-14
FMR LLC
UNCHANGED
Shares13,766,000 from 13,766,000
Change0 (0%)
Value$13.7M (-$854.4K)
Filed 2026-11-05
BNP Paribas Financial Markets
INCREASED
Shares13,663,000 from 2,000,000
Change+11,663,000 (+583%)
Value$13.6M (+$11.5M)
Filed 2025-05-14
Credit Industriel ET Commercial
INCREASED
Shares13,438,000 from 8,438,000
Change+5,000,000 (+59%)
Value$13.3M (+$4.4M)
Filed 2025-05-15
BNP Paribas Asset Management Holding S.A.
DECREASED
Shares12,699,999 from 12,700,000
Change-1 (0%)
Value$12.5K (-$923)
Filed 2025-05-14
Victory Capital Management Inc
DECREASED
Shares10,530,000 from 27,303,000
Change-16,773,000 (-61%)
Value$10.5M (-$18.4M)
Filed 2025-05-02
Thrivent Financial for Lutherans
DECREASED
Shares10,357,000 from 11,472,000
Change-1,115,000 (-10%)
Value$10.3K (-$1.9K)
Filed 2025-08-26
D. E. Shaw & Co., Inc.
NEW
Shares9,700,000
Change+9,700,000
Value$9.7M
Filed 2025-05-15
Westwood Holdings Group Inc
UNCHANGED
Shares8,113,000 from 8,113,000
Change0 (0%)
Value$8.1M (-$533.0K)
Filed 2025-05-09
KIM, LLC
NEW
Shares8,000,000
Change+8,000,000
Value$8.0M
Filed 2025-05-09
Amundi
UNCHANGED
Shares7,500,000 from 7,500,000
Change0 (0%)
Value$7.5M (-$378.8K)
Filed 2025-05-15
State Street Corp
DECREASED
Shares7,050,000 from 26,151,000
Change-19,101,000 (-73%)
Value$7.0M (-$20.8M)
Filed 2025-05-15
Morgan Stanley
DECREASED
Shares4,600,000 from 5,288,000
Change-688,000 (-13%)
Value$4.6M (-$1.0M)
Filed 2025-05-15
Parallax Volatility Advisers, L.P.
NEW
Shares4,000,000
Change+4,000,000
Value$4.0M
Filed 2025-05-15
Warberg Asset Management LLC
NEW
Shares3,413,000
Change+3,413,000
Value$3.4M
Filed 2025-05-09
Man Group plc
DECREASED
Shares2,645,000 from 2,995,000
Change-350,000 (-12%)
Value$2.6M (-$570.6K)
Filed 2025-05-15
Wells Fargo & Company
DECREASED
Shares2,478,000 from 3,884,000
Change-1,406,000 (-36%)
Value$2.5M (-$1.7M)
Filed 2025-05-13
Zurcher Kantonalbank (Zurich Cantonalbank)
INCREASED
Shares1,400,000 from 800,000
Change+600,000 (+75%)
Value$1.4M (+$549.1K)
Filed 2025-05-07
Palisade Capital Management, LP
DECREASED
Shares1,092,000 from 2,092,000
Change-1,000,000 (-48%)
Value$1.1M (-$1.1M)
Filed 2025-04-29
Bank of New York Mellon Corp
UNCHANGED
Shares1,050,000 from 1,050,000
Change0 (0%)
Value$1.0M (-$69.6K)
Filed 2025-04-29
Dnca Finance
NEW
Shares550,000
Change+550,000
Value$548.0K
Filed 2025-05-14
Deutsche Bank Ag\
UNCHANGED
Shares370,000 from 370,000
Change0 (0%)
Value$368.3K (-$23.0K)
Filed 2025-05-09
Jane Street Group, LLC
DECREASED
Shares300,000 from 25,708,000
Change-25,408,000 (-99%)
Value$299.5K (-$27.0M)
Filed 2025-05-19
KBC Group NV
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$299 (-$20)
Filed 2025-04-25
Natixis
INCREASED
Shares59,500 from 5,000
Change+54,500 (+1090%)
Value$59.4M (+$54.0M)
Filed 2025-07-18
Steward Partners Investment Advisory, LLC
INCREASED
Shares35,000 from 26,000
Change+9,000 (+35%)
Value$34.8K (+$7.3K)
Filed 2025-05-13
Ameriprise Financial Inc
INCREASED
Shares30,000 from 28,000
Change+2,000 (+7%)
Value$29.9K (+$253)
Filed 2025-05-14
Virtus Advisers, LLC
NEW
Shares27,000
Change+27,000
Value$26.9K
Filed 2026-02-13
LPL Financial LLC
DECREASED
Shares24,000 from 31,000
Change-7,000 (-23%)
Value$23.7K (-$9.2K)
Filed 2025-05-07
Northside Capital Management, LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$18.8K (-$1.4K)
Filed 2025-04-10
Raymond James Financial Inc
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$15.9K (-$993)
Filed 2025-05-13
Colonial Trust Advisors
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$15.9K (-$993)
Filed 2025-05-14
FourThought Financial Partners, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$11.9K (-$745)
Filed 2025-05-07
Barclays PLC
NEW
Shares11,000
Change+11,000
Value$11.0K
Filed 2026-03-17
Royal Bank of Canada
DECREASED
Shares6,600 from 7,382,000
Change-7,375,400 (-100%)
Value$7.0K (-$7.8M)
Filed 2025-11-21
UBS Group AG
INCREASED
Shares3,330 from 3,000
Change+330 (+11%)
Value$3.3K (+$142)
Filed 2025-05-13
US Bancorp \de\
DECREASED
Shares3,000 from 45,000
Change-42,000 (-93%)
Value$3.0K (-$44.6K)
Filed 2025-05-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$298.7K (-$18.6K)
Filed 2025-05-09
Alken Asset Management Ltd
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$2.1K (-$167)
Filed 2025-04-25
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$2.0K (-$124)
Filed 2025-05-08
Soros Fund Management LLC
CLOSED
Shares0 from 172,000,000
Change-172,000,000 (-100%)
Value$0 (-$182.8M)
Filed 2025-05-15
Shaolin Capital Management LLC
CLOSED
Shares0 from 72,684,000
Change-72,684,000 (-100%)
Value$0 (-$77.2M)
Filed 2025-05-15
Bank of Nova Scotia
CLOSED
Shares0 from 29,150,000
Change-29,150,000 (-100%)
Value$0 (-$31.4M)
Filed 2025-07-02
Voya Investment Management LLC
CLOSED
Shares0 from 21,280,000
Change-21,280,000 (-100%)
Value$0 (-$22.6M)
Filed 2025-06-18
BlackRock, Inc.
CLOSED
Shares0 from 11,822,000
Change-11,822,000 (-100%)
Value$0 (-$12.5M)
Filed 2025-05-02
SSI Investment Management LLC
CLOSED
Shares0 from 9,074,000
Change-9,074,000 (-100%)
Value$0 (-$9.6M)
Filed 2025-05-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,236,000
Change-8,236,000 (-100%)
Value$0 (-$8.8M)
Filed 2025-05-08
Mirabaud Asset Management (France) SAS
CLOSED
Shares0 from 7,500,000
Change-7,500,000 (-100%)
Value$0 (-$8.0M)
Filed 2025-05-14
Conning Inc.
CLOSED
Shares0 from 7,300,000
Change-7,300,000 (-100%)
Value$0 (-$7.7M)
Filed 2025-04-29
Two Sigma Investments, LP
CLOSED
Shares0 from 5,138,000
Change-5,138,000 (-100%)
Value$0 (-$5.4M)
Filed 2025-05-15
Goldman Sachs Group Inc
CLOSED
Shares0 from 5,000,000
Change-5,000,000 (-100%)
Value$0 (-$5.3M)
Filed 2025-06-27
RWC Asset Management LLP
CLOSED
Shares0 from 5,000,000
Change-5,000,000 (-100%)
Value$0 (-$5.3M)
Filed 2025-05-07
Income Research & Management
CLOSED
Shares0 from 4,706,000
Change-4,706,000 (-100%)
Value$0 (-$5.0M)
Filed 2025-04-22
Macquarie Group LTD
CLOSED
Shares0 from 4,500,000
Change-4,500,000 (-100%)
Value$0 (-$4.8M)
Filed 2025-08-14
Mackay Shields LLC
CLOSED
Shares0 from 3,156,000
Change-3,156,000 (-100%)
Value$0 (-$3.3M)
Filed 2025-04-29
Ghisallo Capital Management LLC
CLOSED
Shares0 from 2,500,000
Change-2,500,000 (-100%)
Value$0 (-$2.6M)
Filed 2025-05-15
UBS Asset Management Americas LLC
CLOSED
Shares0 from 2,007,000
Change-2,007,000 (-100%)
Value$0 (-$2.1M)
Filed 2025-05-19
Paloma Partners Management Co
CLOSED
Shares0 from 1,875,000
Change-1,875,000 (-100%)
Value$0 (-$2.0M)
Filed 2025-05-15
Russell Investments Group, Ltd.
CLOSED
Shares0 from 984,000
Change-984,000 (-100%)
Value$0 (-$1.0M)
Filed 2025-05-13
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 530,000
Change-530,000 (-100%)
Value$0 (-$560.5K)
Filed 2025-04-03
American Century Companies Inc
CLOSED
Shares0 from 329,000
Change-329,000 (-100%)
Value$0 (-$349.6K)
Filed 2025-05-13
Truist Financial Corp
CLOSED
Shares0 from 180,000
Change-180,000 (-100%)
Value$0 (-$190.4K)
Filed 2025-04-29
Nomura Holdings Inc
CLOSED
Shares0 from 168,881
Change-168,881 (-100%)
Value$0 (-$16.2M)
Filed 2025-05-15
First Hawaiian Bank
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$158.6K)
Filed 2025-06-04
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 90,000
Change-90,000 (-100%)
Value$0 (-$95.2K)
Filed 2025-04-23
Stephens Inc
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$31.7K)
Filed 2025-05-01
Virtus Investment Advisers, LLC
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$28.6K)
Filed 2025-05-15
Balboa Wealth Partners
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$21.2K)
Filed 2025-04-23
Squarepoint Ops LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$15.9M)
Filed 2025-08-27
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$3.2K)
Filed 2025-05-14
Bank of Montreal
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$3.2K)
Filed 2025-05-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Lake Street Advisors Group, LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Cassady Schiller Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Status
JPMorgan Chase & Co
INCREASED246,107,00082,860,000+163,247,000+197%$88.0M$245.1M+$157.1M2025-05-12
Lazard Asset Management LLC
DECREASED104,569,000155,022,000-50,453,000-33%$164.7K$104.4K-$60.4K2025-05-15
Sona Asset Management (US) LLC
INCREASED78,500,00037,500,000+41,000,000+109%$39.8M$78.2M+$38.4M2025-05-15
Crossingbridge Advisors, LLC
NEW57,500,000—+57,500,000——$57.3M—2025-05-14
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED45,249,00054,585,000-9,336,000-17%$58.2M$45.1M-$13.1M2025-05-06
Calamos Advisors LLC
UNCHANGED43,192,00043,192,00000%$45.9M$43.0M-$2.8M2025-04-29
Capstone Investment Advisors, LLC
DECREASED42,867,00057,367,000-14,500,000-25%$61.0M$42.8M-$18.2M2025-05-15
AQR Arbitrage LLC
INCREASED42,300,0006,829,000+35,471,000+519%$7.3M$42.2M+$35.0M2025-05-15
Manufacturers Life Insurance Company, the
UNCHANGED25,550,00025,550,00000%$27.1M$25.4M-$1.7M2025-05-15
Kohlberg Kravis Roberts & Co. L.P.
NEW25,215,000—+25,215,000——$25.1M—2025-05-15
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
UNCHANGED22,463,00022,463,00000%$23.8M$22.4M-$1.4M2025-05-15
Daiwa Securities Group Inc.
NEW20,000,000—+20,000,000——$20.0K—2025-05-13
Bank of America Corp
INCREASED19,898,6005,637,600+14,261,000+253%$6.0M$19.8M+$13.8M2025-05-15
Millennium Management LLC
INCREASED19,000,0005,846,000+13,154,000+225%$6.2M$18.9M+$12.7M2025-05-15
Moore Capital Management, LP
NEW17,026,000—+17,026,000——$17.0M—2025-08-12
Susquehanna Advisors Group, Inc.
DECREASED14,338,00016,500,000-2,162,000-13%$17.4M$142.7K-$17.3M2025-05-14
FMR LLC
UNCHANGED13,766,00013,766,00000%$14.6M$13.7M-$854.4K2026-11-05
BNP Paribas Financial Markets
INCREASED13,663,0002,000,000+11,663,000+583%$2.1M$13.6M+$11.5M2025-05-14
Credit Industriel ET Commercial
INCREASED13,438,0008,438,000+5,000,000+59%$9.0M$13.3M+$4.4M2025-05-15
BNP Paribas Asset Management Holding S.A.
DECREASED12,699,99912,700,000-10%$13.5K$12.5K-$9232025-05-14
Victory Capital Management Inc
DECREASED10,530,00027,303,000-16,773,000-61%$28.9M$10.5M-$18.4M2025-05-02
Thrivent Financial for Lutherans
DECREASED10,357,00011,472,000-1,115,000-10%$12.2K$10.3K-$1.9K2025-08-26
D. E. Shaw & Co., Inc.
NEW9,700,000—+9,700,000——$9.7M—2025-05-15
Westwood Holdings Group Inc
UNCHANGED8,113,0008,113,00000%$8.6M$8.1M-$533.0K2025-05-09
KIM, LLC
NEW8,000,000—+8,000,000——$8.0M—2025-05-09
Amundi
UNCHANGED7,500,0007,500,00000%$7.8M$7.5M-$378.8K2025-05-15
State Street Corp
DECREASED7,050,00026,151,000-19,101,000-73%$27.8M$7.0M-$20.8M2025-05-15
Morgan Stanley
DECREASED4,600,0005,288,000-688,000-13%$5.6M$4.6M-$1.0M2025-05-15
Parallax Volatility Advisers, L.P.
NEW4,000,000—+4,000,000——$4.0M—2025-05-15
Warberg Asset Management LLC
NEW3,413,000—+3,413,000——$3.4M—2025-05-09
Man Group plc
DECREASED2,645,0002,995,000-350,000-12%$3.2M$2.6M-$570.6K2025-05-15
Wells Fargo & Company
DECREASED2,478,0003,884,000-1,406,000-36%$4.1M$2.5M-$1.7M2025-05-13
Zurcher Kantonalbank (Zurich Cantonalbank)
INCREASED1,400,000800,000+600,000+75%$845.2K$1.4M+$549.1K2025-05-07
Palisade Capital Management, LP
DECREASED1,092,0002,092,000-1,000,000-48%$2.2M$1.1M-$1.1M2025-04-29
Bank of New York Mellon Corp
UNCHANGED1,050,0001,050,00000%$1.1M$1.0M-$69.6K2025-04-29
Dnca Finance
NEW550,000—+550,000——$548.0K—2025-05-14
Deutsche Bank Ag\
UNCHANGED370,000370,00000%$391.3K$368.3K-$23.0K2025-05-09
Jane Street Group, LLC
DECREASED300,00025,708,000-25,408,000-99%$27.3M$299.5K-$27.0M2025-05-19
KBC Group NV
UNCHANGED300,000300,00000%$319$299-$202025-04-25
Natixis
INCREASED59,5005,000+54,500+1090%$5.3M$59.4M+$54.0M2025-07-18
Steward Partners Investment Advisory, LLC
INCREASED35,00026,000+9,000+35%$27.5K$34.8K+$7.3K2025-05-13
Ameriprise Financial Inc
INCREASED30,00028,000+2,000+7%$29.6K$29.9K+$2532025-05-14
Virtus Advisers, LLC
NEW27,000—+27,000——$26.9K—2026-02-13
LPL Financial LLC
DECREASED24,00031,000-7,000-23%$32.9K$23.7K-$9.2K2025-05-07
Northside Capital Management, LLC
UNCHANGED19,00019,00000%$20.1K$18.8K-$1.4K2025-04-10
Raymond James Financial Inc
UNCHANGED16,00016,00000%$16.9K$15.9K-$9932025-05-13
Colonial Trust Advisors
UNCHANGED16,00016,00000%$16.9K$15.9K-$9932025-05-14
FourThought Financial Partners, LLC
UNCHANGED12,00012,00000%$12.7K$11.9K-$7452025-05-07
Barclays PLC
NEW11,000—+11,000——$11.0K—2026-03-17
Royal Bank of Canada
DECREASED6,6007,382,000-7,375,400-100%$7.8M$7.0K-$7.8M2025-11-21
UBS Group AG
INCREASED3,3303,000+330+11%$3.2K$3.3K+$1422025-05-13
US Bancorp \de\
DECREASED3,00045,000-42,000-93%$47.6K$3.0K-$44.6K2025-05-08
PNC Financial Services Group, Inc.
UNCHANGED3,0003,00000%$317.3K$298.7K-$18.6K2025-05-09
Alken Asset Management Ltd
UNCHANGED2,1502,15000%$2.3K$2.1K-$1672025-04-25
Wilmington Savings Fund Society, FSB
UNCHANGED2,0002,00000%$2.1K$2.0K-$1242025-05-08
Soros Fund Management LLC
CLOSED0172,000,000-172,000,000-100%$182.8M$0-$182.8M2025-05-15
Shaolin Capital Management LLC
CLOSED072,684,000-72,684,000-100%$77.2M$0-$77.2M2025-05-15
Bank of Nova Scotia
CLOSED029,150,000-29,150,000-100%$31.4M$0-$31.4M2025-07-02
Voya Investment Management LLC
CLOSED021,280,000-21,280,000-100%$22.6M$0-$22.6M2025-06-18
BlackRock, Inc.
CLOSED011,822,000-11,822,000-100%$12.5M$0-$12.5M2025-05-02
SSI Investment Management LLC
CLOSED09,074,000-9,074,000-100%$9.6M$0-$9.6M2025-05-14
Jefferies Financial Group Inc.
CLOSED08,236,000-8,236,000-100%$8.8M$0-$8.8M2025-05-08
Mirabaud Asset Management (France) SAS
CLOSED07,500,000-7,500,000-100%$8.0M$0-$8.0M2025-05-14
Conning Inc.
CLOSED07,300,000-7,300,000-100%$7.7M$0-$7.7M2025-04-29
Two Sigma Investments, LP
CLOSED05,138,000-5,138,000-100%$5.4M$0-$5.4M2025-05-15
Goldman Sachs Group Inc
CLOSED05,000,000-5,000,000-100%$5.3M$0-$5.3M2025-06-27
RWC Asset Management LLP
CLOSED05,000,000-5,000,000-100%$5.3M$0-$5.3M2025-05-07
Income Research & Management
CLOSED04,706,000-4,706,000-100%$5.0M$0-$5.0M2025-04-22
Macquarie Group LTD
CLOSED04,500,000-4,500,000-100%$4.8M$0-$4.8M2025-08-14
Mackay Shields LLC
CLOSED03,156,000-3,156,000-100%$3.3M$0-$3.3M2025-04-29
Ghisallo Capital Management LLC
CLOSED02,500,000-2,500,000-100%$2.6M$0-$2.6M2025-05-15
UBS Asset Management Americas LLC
CLOSED02,007,000-2,007,000-100%$2.1M$0-$2.1M2025-05-19
Paloma Partners Management Co
CLOSED01,875,000-1,875,000-100%$2.0M$0-$2.0M2025-05-15
Russell Investments Group, Ltd.
CLOSED0984,000-984,000-100%$1.0M$0-$1.0M2025-05-13
Central Pacific Bank - Trust Division
CLOSED0530,000-530,000-100%$560.5K$0-$560.5K2025-04-03
American Century Companies Inc
CLOSED0329,000-329,000-100%$349.6K$0-$349.6K2025-05-13
Truist Financial Corp
CLOSED0180,000-180,000-100%$190.4K$0-$190.4K2025-04-29
Nomura Holdings Inc
CLOSED0168,881-168,881-100%$16.2M$0-$16.2M2025-05-15
First Hawaiian Bank
CLOSED0150,000-150,000-100%$158.6K$0-$158.6K2025-06-04
Oppenheimer Asset Management Inc.
CLOSED090,000-90,000-100%$95.2K$0-$95.2K2025-04-23
Stephens Inc
CLOSED030,000-30,000-100%$31.7K$0-$31.7K2025-05-01
Virtus Investment Advisers, LLC
CLOSED027,000-27,000-100%$28.6K$0-$28.6K2025-05-15
Balboa Wealth Partners
CLOSED020,000-20,000-100%$21.2K$0-$21.2K2025-04-23
Squarepoint Ops LLC
CLOSED015,000-15,000-100%$15.9M$0-$15.9M2025-08-27
Northwestern Mutual Wealth Management Co
CLOSED03,000-3,000-100%$3.2K$0-$3.2K2025-05-14
Bank of Montreal
CLOSED03,000-3,000-100%$3.2K$0-$3.2K2025-05-13
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Lake Street Advisors Group, LLC
N/A—43,000-43,000-100%$45.5K———
Cassady Schiller Wealth Management, LLC
N/A—2,000-2,000-100%$2.1K———
Showing 89 of 89 institutions