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Capstar Financial Holdings I (CSTRUSD)

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pinnacle Financial Partners Inc
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$24.3K ($0)
Filed 2024-08-06
Vanguard Group Inc
CLOSED
Shares0 from 931,118
Change-931,118 (-100%)
Value$0 (-$18.7M)
Filed 2024-08-13
Dimensional Fund Advisors LP
CLOSED
Shares0 from 836,053
Change-836,053 (-100%)
Value$0 (-$16.8M)
Filed 2024-08-09
Gardner Lewis Asset Management L P
CLOSED
Shares0 from 791,775
Change-791,775 (-100%)
Value$0 (-$15.9M)
Filed 2024-08-12
Private Capital Management, LLC
CLOSED
Shares0 from 508,111
Change-508,111 (-100%)
Value$0 (-$10.2M)
Filed 2024-08-14
Prelude Capital Management, LLC
CLOSED
Shares0 from 406,337
Change-406,337 (-100%)
Value$0 (-$8.2M)
Filed 2024-08-14
Geode Capital Management, LLC
CLOSED
Shares0 from 397,929
Change-397,929 (-100%)
Value$0 (-$8.0M)
Filed 2024-08-09
State Street Corp
CLOSED
Shares0 from 388,671
Change-388,671 (-100%)
Value$0 (-$7.8M)
Filed 2024-08-14
Millennium Management LLC
CLOSED
Shares0 from 381,345
Change-381,345 (-100%)
Value$0 (-$7.7M)
Filed 2024-08-14
Magnetar Financial LLC
CLOSED
Shares0 from 350,796
Change-350,796 (-100%)
Value$0 (-$7.1M)
Filed 2024-08-14
Omers Administration Corp
CLOSED
Shares0 from 240,180
Change-240,180 (-100%)
Value$0 (-$4.8M)
Filed 2024-08-13
American Century Companies Inc
CLOSED
Shares0 from 230,321
Change-230,321 (-100%)
Value$0 (-$4.6M)
Filed 2024-08-07
Skandinaviska Enskilda Banken AB (publ)
CLOSED
Shares0 from 230,000
Change-230,000 (-100%)
Value$0 (-$4.6M)
Filed 2024-08-13
Renaissance Technologies LLC
CLOSED
Shares0 from 221,899
Change-221,899 (-100%)
Value$0 (-$4.5K)
Filed 2024-08-09
Boothbay Fund Management, LLC
CLOSED
Shares0 from 219,864
Change-219,864 (-100%)
Value$0 (-$4.4M)
Filed 2024-08-14
Yakira Capital Management, Inc.
CLOSED
Shares0 from 215,833
Change-215,833 (-100%)
Value$0 (-$4.3M)
Filed 2024-08-13
Walleye Capital LLC
CLOSED
Shares0 from 203,373
Change-203,373 (-100%)
Value$0 (-$4.1M)
Filed 2024-08-14
Natixis
CLOSED
Shares0 from 184,999
Change-184,999 (-100%)
Value$0 (-$3.7M)
Filed 2024-08-13
Banc Funds Co LLC
CLOSED
Shares0 from 173,671
Change-173,671 (-100%)
Value$0 (-$3.0K)
Filed 2024-08-14
Murchinson Ltd.
CLOSED
Shares0 from 171,088
Change-171,088 (-100%)
Value$0 (-$3.4M)
Filed 2024-08-15
Schonfeld Strategic Advisors LLC
CLOSED
Shares0 from 170,378
Change-170,378 (-100%)
Value$0 (-$3.4M)
Filed 2024-08-14
Chicago Capital Management, LLC
CLOSED
Shares0 from 167,626
Change-167,626 (-100%)
Value$0 (-$3.4M)
Filed 2024-08-14
Northern Trust Corp
CLOSED
Shares0 from 160,939
Change-160,939 (-100%)
Value$0 (-$3.2M)
Filed 2024-08-14
CSS LLC
CLOSED
Shares0 from 152,521
Change-152,521 (-100%)
Value$0 (-$3.1M)
Filed 2024-08-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 125,571
Change-125,571 (-100%)
Value$0 (-$2.5M)
Filed 2024-08-15
Balyasny Asset Management L.P.
CLOSED
Shares0 from 111,615
Change-111,615 (-100%)
Value$0 (-$2.2M)
Filed 2024-08-14
Equitable Trust Co
CLOSED
Shares0 from 94,796
Change-94,796 (-100%)
Value$0 (-$1.9M)
Filed 2024-07-31
BCK Capital Management LP
CLOSED
Shares0 from 91,000
Change-91,000 (-100%)
Value$0 (-$1.8M)
Filed 2024-08-08
Olympiad Research LP
CLOSED
Shares0 from 85,836
Change-85,836 (-100%)
Value$0 (-$1.7M)
Filed 2024-08-12
AM Investment Strategies LLC
CLOSED
Shares0 from 83,566
Change-83,566 (-100%)
Value$0 (-$1.7K)
Filed 2024-07-29
Bank of New York Mellon Corp
CLOSED
Shares0 from 76,596
Change-76,596 (-100%)
Value$0 (-$1.5M)
Filed 2024-07-25
Russell Investments Group, Ltd.
CLOSED
Shares0 from 68,198
Change-68,198 (-100%)
Value$0 (-$1.4M)
Filed 2024-08-08
Stifel Financial Corp
CLOSED
Shares0 from 60,696
Change-60,696 (-100%)
Value$0 (-$1.2M)
Filed 2024-08-13
Morgan Stanley
CLOSED
Shares0 from 59,997
Change-59,997 (-100%)
Value$0 (-$1.2M)
Filed 2025-05-14
Wellington Management Group LLP
CLOSED
Shares0 from 57,818
Change-57,818 (-100%)
Value$0 (-$1.2M)
Filed 2024-08-14
Nuveen Asset Management, LLC
CLOSED
Shares0 from 55,252
Change-55,252 (-100%)
Value$0 (-$1.1M)
Filed 2024-08-09
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 50,618
Change-50,618 (-100%)
Value$0 (-$1.0M)
Filed 2025-02-14
DLD Asset Management, LP
CLOSED
Shares0 from 48,500
Change-48,500 (-100%)
Value$0 (-$974.9K)
Filed 2024-08-13
Huber Capital Management LLC
CLOSED
Shares0 from 48,361
Change-48,361 (-100%)
Value$0 (-$972.1K)
Filed 2024-08-13
Polar Asset Management Partners Inc.
CLOSED
Shares0 from 45,238
Change-45,238 (-100%)
Value$0 (-$909.3K)
Filed 2024-08-14
TBH Global Asset Management, LLC
CLOSED
Shares0 from 44,235
Change-44,235 (-100%)
Value$0 (-$788.6K)
Filed 2024-08-05
Invesco Ltd.
CLOSED
Shares0 from 41,021
Change-41,021 (-100%)
Value$0 (-$824.5K)
Filed 2024-08-13
Captrust Financial Advisors
CLOSED
Shares0 from 40,584
Change-40,584 (-100%)
Value$0 (-$815.7K)
Filed 2024-08-15
Squarepoint Ops LLC
CLOSED
Shares0 from 39,259
Change-39,259 (-100%)
Value$0 (-$789.1K)
Filed 2024-08-14
Virtu Financial LLC
CLOSED
Shares0 from 31,561
Change-31,561 (-100%)
Value$0 (-$634)
Filed 2024-08-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 31,561
Change-31,561 (-100%)
Value$0 (-$634)
Filed 2024-07-26
Rhumbline Advisers
CLOSED
Shares0 from 30,768
Change-30,768 (-100%)
Value$0 (-$618.4K)
Filed 2024-08-01
JPMorgan Chase & Co
CLOSED
Shares0 from 30,215
Change-30,215 (-100%)
Value$0 (-$607.3K)
Filed 2024-12-26
Water Island Capital LLC
CLOSED
Shares0 from 27,716
Change-27,716 (-100%)
Value$0 (-$557.1K)
Filed 2024-11-14
Barclays PLC
CLOSED
Shares0 from 26,736
Change-26,736 (-100%)
Value$0 (-$537.4K)
Filed 2026-03-23
Creative Planning
CLOSED
Shares0 from 24,791
Change-24,791 (-100%)
Value$0 (-$498.3K)
Filed 2024-08-15
State of Wisconsin Investment Board
CLOSED
Shares0 from 24,200
Change-24,200 (-100%)
Value$0 (-$486.4K)
Filed 2024-08-14
Jane Street Group, LLC
CLOSED
Shares0 from 20,777
Change-20,777 (-100%)
Value$0 (-$417.6K)
Filed 2024-08-15
Diversified Trust Co
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$402.0K)
Filed 2024-07-16
Two Sigma Advisers, LP
CLOSED
Shares0 from 16,200
Change-16,200 (-100%)
Value$0 (-$325.6K)
Filed 2024-08-14
AJ Advisors, LLC
CLOSED
Shares0 from 16,109
Change-16,109 (-100%)
Value$0 (-$323.8K)
Filed 2024-07-30
Goldman Sachs Group Inc
CLOSED
Shares0 from 14,988
Change-14,988 (-100%)
Value$0 (-$301.3K)
Filed 2024-08-13
Qube Research & Technologies Ltd
CLOSED
Shares0 from 11,484
Change-11,484 (-100%)
Value$0 (-$230.8K)
Filed 2024-08-14
Arrowstreet Capital, Limited Partnership
CLOSED
Shares0 from 11,304
Change-11,304 (-100%)
Value$0 (-$227)
Filed 2024-08-14
Deutsche Bank Ag\
CLOSED
Shares0 from 10,744
Change-10,744 (-100%)
Value$0 (-$216.0K)
Filed 2025-06-12
Royal Bank of Canada
CLOSED
Shares0 from 10,734
Change-10,734 (-100%)
Value$0 (-$216.0K)
Filed 2024-11-06
Alliancebernstein L.P.
CLOSED
Shares0 from 10,270
Change-10,270 (-100%)
Value$0 (-$206.4K)
Filed 2024-08-14
Harbor Advisors LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201.0K)
Filed 2024-07-30
American Investment Services, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201.0K)
Filed 2024-08-14
MetLife Investment Management, LLC
CLOSED
Shares0 from 9,774
Change-9,774 (-100%)
Value$0 (-$196.5K)
Filed 2024-08-13
American International Group, Inc.
CLOSED
Shares0 from 9,423
Change-9,423 (-100%)
Value$0 (-$189.4K)
Filed 2024-08-13
New York State Common Retirement Fund
CLOSED
Shares0 from 9,361
Change-9,361 (-100%)
Value$0 (-$188.2K)
Filed 2025-10-08
Wells Fargo & Company
CLOSED
Shares0 from 6,742
Change-6,742 (-100%)
Value$0 (-$135.5K)
Filed 2024-08-13
Citigroup Inc
CLOSED
Shares0 from 4,033
Change-4,033 (-100%)
Value$0 (-$81.1K)
Filed 2024-08-12
Quadrant Capital Group LLC
CLOSED
Shares0 from 3,133
Change-3,133 (-100%)
Value$0 (-$63.0K)
Filed 2024-08-12
PenderFund Capital Management Ltd.
CLOSED
Shares0 from 2,041
Change-2,041 (-100%)
Value$0 (-$55.6K)
Filed 2024-08-14
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 1,934
Change-1,934 (-100%)
Value$0 (-$38.9K)
Filed 2024-08-13
California State Teachers Retirement System
CLOSED
Shares0 from 1,922
Change-1,922 (-100%)
Value$0 (-$38.6K)
Filed 2025-04-08
UBS Group AG
CLOSED
Shares0 from 1,868
Change-1,868 (-100%)
Value$0 (-$37.5K)
Filed 2024-08-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1,770
Change-1,770 (-100%)
Value$0 (-$35.6K)
Filed 2024-08-13
Legal & General Group Plc
CLOSED
Shares0 from 1,629
Change-1,629 (-100%)
Value$0 (-$32.7K)
Filed 2025-05-29
HHM Wealth Advisors, LLC
CLOSED
Shares0 from 1,432
Change-1,432 (-100%)
Value$0 (-$28.8K)
Filed 2024-08-07
BNP Paribas Financial Markets
CLOSED
Shares0 from 1,274
Change-1,274 (-100%)
Value$0 (-$25.6K)
Filed 2024-08-13
FMR LLC
CLOSED
Shares0 from 1,140
Change-1,140 (-100%)
Value$0 (-$22.9K)
Filed 2026-11-05
Metropolitan Life Insurance Co
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$22.9K)
Filed 2024-08-13
Naples Money Management LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$12.1K)
Filed 2024-07-09
City State Bank
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4)
Filed 2024-07-09
US Bancorp \de\
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$3.2K)
Filed 2024-08-07
Parallel Advisors, LLC
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$2.9K)
Filed 2024-08-08
Lindbrook Capital, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.1K)
Filed 2024-07-31
Covestor Ltd
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1)
Filed 2024-08-09
Signaturefd, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$442)
Filed 2024-07-29
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$302)
Filed 2024-07-19
Rothschild Investment LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$101)
Filed 2024-07-31
Avior Wealth Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$80)
Filed 2024-08-13
CWM, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2024-07-10
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-07-23
Osaic Holdings, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-08-13
BlackRock Inc.
N/A
Shares— from 1,427,053
Change-1,427,053 (-100%)
Value—
Status
Pinnacle Financial Partners Inc
UNCHANGED1,2081,20800%$24.3K$24.3K$02024-08-06
Vanguard Group Inc
CLOSED0931,118-931,118-100%$18.7M$0-$18.7M2024-08-13
Dimensional Fund Advisors LP
CLOSED0836,053-836,053-100%$16.8M$0-$16.8M2024-08-09
Gardner Lewis Asset Management L P
CLOSED0791,775-791,775-100%$15.9M$0-$15.9M2024-08-12
Private Capital Management, LLC
CLOSED0508,111-508,111-100%$10.2M$0-$10.2M2024-08-14
Prelude Capital Management, LLC
CLOSED0406,337-406,337-100%$8.2M$0-$8.2M2024-08-14
Geode Capital Management, LLC
CLOSED0397,929-397,929-100%$8.0M$0-$8.0M2024-08-09
State Street Corp
CLOSED0388,671-388,671-100%$7.8M$0-$7.8M2024-08-14
Millennium Management LLC
CLOSED0381,345-381,345-100%$7.7M$0-$7.7M2024-08-14
Magnetar Financial LLC
CLOSED0350,796-350,796-100%$7.1M$0-$7.1M2024-08-14
Omers Administration Corp
CLOSED0240,180-240,180-100%$4.8M$0-$4.8M2024-08-13
American Century Companies Inc
CLOSED0230,321-230,321-100%$4.6M$0-$4.6M2024-08-07
Skandinaviska Enskilda Banken AB (publ)
CLOSED0230,000-230,000-100%$4.6M$0-$4.6M2024-08-13
Renaissance Technologies LLC
CLOSED0221,899-221,899-100%$4.5K$0-$4.5K2024-08-09
Boothbay Fund Management, LLC
CLOSED0219,864-219,864-100%$4.4M$0-$4.4M2024-08-14
Yakira Capital Management, Inc.
CLOSED0215,833-215,833-100%$4.3M$0-$4.3M2024-08-13
Walleye Capital LLC
CLOSED0203,373-203,373-100%$4.1M$0-$4.1M2024-08-14
Natixis
CLOSED0184,999-184,999-100%$3.7M$0-$3.7M2024-08-13
Banc Funds Co LLC
CLOSED0173,671-173,671-100%$3.0K$0-$3.0K2024-08-14
Murchinson Ltd.
CLOSED0171,088-171,088-100%$3.4M$0-$3.4M2024-08-15
Schonfeld Strategic Advisors LLC
CLOSED0170,378-170,378-100%$3.4M$0-$3.4M2024-08-14
Chicago Capital Management, LLC
CLOSED0167,626-167,626-100%$3.4M$0-$3.4M2024-08-14
Northern Trust Corp
CLOSED0160,939-160,939-100%$3.2M$0-$3.2M2024-08-14
CSS LLC
CLOSED0152,521-152,521-100%$3.1M$0-$3.1M2024-08-14
Susquehanna International Group, LLP
CLOSED0125,571-125,571-100%$2.5M$0-$2.5M2024-08-15
Balyasny Asset Management L.P.
CLOSED0111,615-111,615-100%$2.2M$0-$2.2M2024-08-14
Equitable Trust Co
CLOSED094,796-94,796-100%$1.9M$0-$1.9M2024-07-31
BCK Capital Management LP
CLOSED091,000-91,000-100%$1.8M$0-$1.8M2024-08-08
Olympiad Research LP
CLOSED085,836-85,836-100%$1.7M$0-$1.7M2024-08-12
AM Investment Strategies LLC
CLOSED083,566-83,566-100%$1.7K$0-$1.7K2024-07-29
Bank of New York Mellon Corp
CLOSED076,596-76,596-100%$1.5M$0-$1.5M2024-07-25
Russell Investments Group, Ltd.
CLOSED068,198-68,198-100%$1.4M$0-$1.4M2024-08-08
Stifel Financial Corp
CLOSED060,696-60,696-100%$1.2M$0-$1.2M2024-08-13
Morgan Stanley
CLOSED059,997-59,997-100%$1.2M$0-$1.2M2025-05-14
Wellington Management Group LLP
CLOSED057,818-57,818-100%$1.2M$0-$1.2M2024-08-14
Nuveen Asset Management, LLC
CLOSED055,252-55,252-100%$1.1M$0-$1.1M2024-08-09
Charles Schwab Investment Management Inc
CLOSED050,618-50,618-100%$1.0M$0-$1.0M2025-02-14
DLD Asset Management, LP
CLOSED048,500-48,500-100%$974.9K$0-$974.9K2024-08-13
Huber Capital Management LLC
CLOSED048,361-48,361-100%$972.1K$0-$972.1K2024-08-13
Polar Asset Management Partners Inc.
CLOSED045,238-45,238-100%$909.3K$0-$909.3K2024-08-14
TBH Global Asset Management, LLC
CLOSED044,235-44,235-100%$788.6K$0-$788.6K2024-08-05
Invesco Ltd.
CLOSED041,021-41,021-100%$824.5K$0-$824.5K2024-08-13
Captrust Financial Advisors
CLOSED040,584-40,584-100%$815.7K$0-$815.7K2024-08-15
Squarepoint Ops LLC
CLOSED039,259-39,259-100%$789.1K$0-$789.1K2024-08-14
Virtu Financial LLC
CLOSED031,561-31,561-100%$634$0-$6342024-08-09
Cambridge Investment Research Advisors, Inc.
CLOSED031,561-31,561-100%$634$0-$6342024-07-26
Rhumbline Advisers
CLOSED030,768-30,768-100%$618.4K$0-$618.4K2024-08-01
JPMorgan Chase & Co
CLOSED030,215-30,215-100%$607.3K$0-$607.3K2024-12-26
Water Island Capital LLC
CLOSED027,716-27,716-100%$557.1K$0-$557.1K2024-11-14
Barclays PLC
CLOSED026,736-26,736-100%$537.4K$0-$537.4K2026-03-23
Creative Planning
CLOSED024,791-24,791-100%$498.3K$0-$498.3K2024-08-15
State of Wisconsin Investment Board
CLOSED024,200-24,200-100%$486.4K$0-$486.4K2024-08-14
Jane Street Group, LLC
CLOSED020,777-20,777-100%$417.6K$0-$417.6K2024-08-15
Diversified Trust Co
CLOSED020,000-20,000-100%$402.0K$0-$402.0K2024-07-16
Two Sigma Advisers, LP
CLOSED016,200-16,200-100%$325.6K$0-$325.6K2024-08-14
AJ Advisors, LLC
CLOSED016,109-16,109-100%$323.8K$0-$323.8K2024-07-30
Goldman Sachs Group Inc
CLOSED014,988-14,988-100%$301.3K$0-$301.3K2024-08-13
Qube Research & Technologies Ltd
CLOSED011,484-11,484-100%$230.8K$0-$230.8K2024-08-14
Arrowstreet Capital, Limited Partnership
CLOSED011,304-11,304-100%$227$0-$2272024-08-14
Deutsche Bank Ag\
CLOSED010,744-10,744-100%$216.0K$0-$216.0K2025-06-12
Royal Bank of Canada
CLOSED010,734-10,734-100%$216.0K$0-$216.0K2024-11-06
Alliancebernstein L.P.
CLOSED010,270-10,270-100%$206.4K$0-$206.4K2024-08-14
Harbor Advisors LLC
CLOSED010,000-10,000-100%$201.0K$0-$201.0K2024-07-30
American Investment Services, Inc.
CLOSED010,000-10,000-100%$201.0K$0-$201.0K2024-08-14
MetLife Investment Management, LLC
CLOSED09,774-9,774-100%$196.5K$0-$196.5K2024-08-13
American International Group, Inc.
CLOSED09,423-9,423-100%$189.4K$0-$189.4K2024-08-13
New York State Common Retirement Fund
CLOSED09,361-9,361-100%$188.2K$0-$188.2K2025-10-08
Wells Fargo & Company
CLOSED06,742-6,742-100%$135.5K$0-$135.5K2024-08-13
Citigroup Inc
CLOSED04,033-4,033-100%$81.1K$0-$81.1K2024-08-12
Quadrant Capital Group LLC
CLOSED03,133-3,133-100%$63.0K$0-$63.0K2024-08-12
PenderFund Capital Management Ltd.
CLOSED02,041-2,041-100%$55.6K$0-$55.6K2024-08-14
Ameritas Investment Partners, Inc.
CLOSED01,934-1,934-100%$38.9K$0-$38.9K2024-08-13
California State Teachers Retirement System
CLOSED01,922-1,922-100%$38.6K$0-$38.6K2025-04-08
UBS Group AG
CLOSED01,868-1,868-100%$37.5K$0-$37.5K2024-08-14
Tower Research Capital LLC (TRC)
CLOSED01,770-1,770-100%$35.6K$0-$35.6K2024-08-13
Legal & General Group Plc
CLOSED01,629-1,629-100%$32.7K$0-$32.7K2025-05-29
HHM Wealth Advisors, LLC
CLOSED01,432-1,432-100%$28.8K$0-$28.8K2024-08-07
BNP Paribas Financial Markets
CLOSED01,274-1,274-100%$25.6K$0-$25.6K2024-08-13
FMR LLC
CLOSED01,140-1,140-100%$22.9K$0-$22.9K2026-11-05
Metropolitan Life Insurance Co
CLOSED01,137-1,137-100%$22.9K$0-$22.9K2024-08-13
Naples Money Management LLC
CLOSED0600-600-100%$12.1K$0-$12.1K2024-07-09
City State Bank
CLOSED0200-200-100%$4$0-$42024-07-09
US Bancorp \de\
CLOSED0159-159-100%$3.2K$0-$3.2K2024-08-07
Parallel Advisors, LLC
CLOSED0143-143-100%$2.9K$0-$2.9K2024-08-08
Lindbrook Capital, LLC
CLOSED054-54-100%$1.1K$0-$1.1K2024-07-31
Covestor Ltd
CLOSED033-33-100%$1$0-$12024-08-09
Signaturefd, LLC
CLOSED022-22-100%$442$0-$4422024-07-29
Nisa Investment Advisors, LLC
CLOSED015-15-100%$302$0-$3022024-07-19
Rothschild Investment LLC
CLOSED05-5-100%$101$0-$1012024-07-31
Avior Wealth Management, LLC
CLOSED04-4-100%$80$0-$802024-08-13
CWM, LLC
CLOSED03-3-100%$0$0$02024-07-10
Proequities, Inc.
CLOSED000—$0$0$02024-07-23
Osaic Holdings, Inc.
CLOSED000—$0$0$02024-08-13
BlackRock Inc.
N/A—1,427,053-1,427,053-100%$28.7M———
Showing 94 of 94 institutions