Callon Petroleum Co - 13123X508

Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q1 2024 · Compare: Q4 2023
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Blackstone Inc. History No change 5,832,824 208,581 0.84% 0.85% 1 0 0.0% Q1 2024 May 15, 2024
VANGUARD GROUP INC History Reduced 4,890,361 174,879 0.0% 0.0% 2 -1,850,214 -27.45% Q1 2024 May 10, 2024
Qube Research & Technologies Ltd History Added to 3,592,828 128,479 0.2% 0.0% 3 +3,591,318 237835.63% Q1 2024 May 14, 2024
DIMENSIONAL FUND ADVISORS LP History Reduced 3,409,412 121,920 0.03% 0.03% 4 -4,688 -0.14% Q1 2024 May 10, 2024
MILLENNIUM MANAGEMENT LLC History Added to 2,659,443 95,101 0.04% 0.03% 5 +557,157 26.5% Q1 2024 May 15, 2024
BANK OF AMERICA CORP /DE/ History Added to 1,801,235 64,412 0.19% 0.0% 6 +1,565,788 665.03% Q1 2024 Mar 18, 2025
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,372,126 49,067 0.09% 0.0% 7 +1,358,227 9772.12% Q1 2024 May 13, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 1,178,100 42,128 0.14% 0.04% 8 +839,320 247.75% Q1 2024 May 14, 2024
AMERICAN CENTURY COMPANIES INC History Added to 1,112,572 39,785 0.03% 0.02% 9 +15,325 1.4% Q1 2024 May 14, 2024
MORGAN STANLEY History Added to 1,086,123 38,839 0.0% 0.0% 10 +346,393 46.83% Q1 2024 Oct 17, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 993,760 35,537 0.03% 0.04% 11 -54,395 -5.19% Q1 2024 May 15, 2024
Boston Trust Walden Corp History Reduced 990,552 35,422 0.25% 0.27% 12 -110,815 -10.06% Q1 2024 Apr 22, 2024
JANE STREET GROUP, LLC History Added to 891,924 31,895 0.01% 0.0% 13 +794,060 811.39% Q1 2024 May 16, 2024
OMERS ADMINISTRATION Corp History New 883,900 31,608 0.36% 14 +883,900 New Q1 2024 May 14, 2024
GOLDMAN SACHS GROUP INC History Added to 869,755 31,102 0.01% 0.0% 15 +546,598 169.14% Q1 2024 May 15, 2024
Magnetar Financial LLC History New 859,827 30,747 0.69% 16 +859,827 New Q1 2024 May 15, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 770,224 27,543 0.0% 0.01% 17 -288,583 -27.26% Q1 2024 May 07, 2024
AQR Arbitrage LLC History New 674,730 24,128 0.84% 18 +674,730 New Q1 2024 May 15, 2024
NORTHERN TRUST CORP History Reduced 581,776 20,804 0.0% 0.0% 19 -84,868 -12.73% Q1 2024 May 14, 2024
CITADEL ADVISORS LLC History Reduced 576,530 20,616 0.0% 0.01% 20 -654,721 -53.18% Q1 2024 May 15, 2024
GAMCO INVESTORS, INC. ET AL History Added to 525,820 18,803 0.19% 0.13% 21 +159,080 43.38% Q1 2024 May 14, 2024
Schonfeld Strategic Advisors LLC History Added to 513,805 18,373 0.12% 0.01% 22 +455,305 778.3% Q1 2024 May 15, 2024
STATE STREET CORP History Reduced 484,297 17,318 0.0% 0.01% 23 -4,380,381 -90.04% Q1 2024 May 15, 2024
Fisher Asset Management, LLC History Added to 435,451 15,571 0.01% 0.01% 24 +5,738 1.34% Q1 2024 May 09, 2024
UBS Group AG History Added to 364,203 13,023 0.0% 0.0% 25 +180,396 98.14% Q1 2024 May 13, 2024
TWO SIGMA INVESTMENTS, LP History Added to 351,398 12,565 0.03% 0.02% 26 +52,750 17.66% Q1 2024 May 15, 2024
JPMORGAN CHASE & CO History Added to 264,031 9,441 0.0% 0.0% 27 +66,857 33.91% Q1 2024 Dec 26, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 253,910 9,079 0.0% 0.0% 28 -300,310 -54.19% Q1 2024 May 09, 2024
SOROS FUND MANAGEMENT LLC History New 250,000 8,940 0.15% 29 +250,000 New Q1 2024 May 15, 2024
GEODE CAPITAL MANAGEMENT, LLC History Reduced 211,537 7,435 0.0% 0.0% 30 -1,035,275 -83.03% Q1 2024 May 13, 2024
Verition Fund Management LLC History Added to 207,290 7,412 0.05% 0.0% 31 +200,106 2785.44% Q1 2024 May 14, 2024
Squarepoint Ops LLC History Added to 204,763 7,322 0.01% 0.0% 32 +163,157 392.15% Q1 2024 May 15, 2024
Brevan Howard Capital Management LP History Added to 203,174 7,265 0.07% 0.01% 33 +175,859 643.82% Q1 2024 May 15, 2024
Allspring Global Investments Holdings, LLC History Reduced 193,907 6,934 0.01% 0.04% 34 -494,266 -71.82% Q1 2024 Apr 29, 2024
GABELLI FUNDS LLC History Added to 188,900 6,755 0.05% 0.03% 35 +65,900 53.58% Q1 2024 May 14, 2024
Rafferty Asset Management, LLC History Reduced 167,074 5,974 0.02% 0.03% 36 -68,295 -29.02% Q1 2024 May 13, 2024
Bank of New York Mellon Corp History Reduced 154,837 5,536 0.0% 0.0% 37 -533,773 -77.51% Q1 2024 Apr 25, 2024
ExodusPoint Capital Management, LP History New 154,163 5,513 0.04% 38 +154,163 New Q1 2024 May 14, 2024
CAPITAL FUND MANAGEMENT S.A. History Added to 154,063 5,509 0.02% 0.01% 39 +92,892 151.86% Q1 2024 May 15, 2024
CITIGROUP INC History Reduced 113,463 4,057 0.0% 0.0% 40 -49,641 -30.44% Q1 2024 May 10, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 109,600 3,919 0.08% 0.08% 41 0 0.0% Q1 2024 May 15, 2024
SEI INVESTMENTS CO History Reduced 106,806 3,819 0.01% 0.01% 42 -25,209 -19.1% Q1 2024 May 07, 2024
Russell Investments Group, Ltd. History Added to 99,439 3,555 0.01% 0.01% 43 +10,810 12.2% Q1 2024 May 08, 2024
Point72 Asset Management, L.P. History No change 96,900 3,465 0.01% 0.01% 44 0 0.0% Q1 2024 May 15, 2024
WELLS FARGO & COMPANY/MN History Reduced 80,119 2,865 0.0% 0.0% 45 -6,975 -8.01% Q1 2024 May 10, 2024
ALLIANCEBERNSTEIN L.P. History Reduced 76,520 2,736 0.0% 0.0% 46 -2,940 -3.7% Q1 2024 May 14, 2024
STIFEL FINANCIAL CORP History Reduced 69,307 2,478 0.0% 0.0% 47 -2,036 -2.85% Q1 2024 May 14, 2024
AMERIPRISE FINANCIAL INC History Reduced 60,627 2,168 0.0% 0.01% 48 -723,778 -92.27% Q1 2024 May 15, 2024
PRUDENTIAL FINANCIAL INC History Reduced 60,595 2,166 0.0% 0.01% 49 -74,471 -55.14% Q1 2024 May 14, 2024
Maven Securities LTD History Added to 60,539 2,164 0.13% 0.01% 50 +52,958 698.56% Q1 2024 May 14, 2024
Carmignac Gestion History New 60,142 2,150 0.03% 51 +60,142 New Q1 2024 May 14, 2024
LMR Partners LLP History New 59,435 2,125 0.02% 52 +59,435 New Q1 2024 May 15, 2024
BARCLAYS PLC History Reduced 57,131 2,043 0.0% 0.0% 53 -80,701 -58.55% Q1 2024 Mar 24, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 53,829 1,924 0.0% 0.0% 54 -4,848 -8.26% Q1 2024 May 16, 2024
MACQUARIE GROUP LTD History Reduced 53,282 1,905 0.0% 0.0% 55 -929 -1.71% Q1 2024 May 14, 2024
WOLVERINE ASSET MANAGEMENT LLC History Added to 50,147 1,793 0.02% 0.01% 56 +27,590 122.31% Q1 2024 May 13, 2024
Cetera Investment Advisers History New 48,377 1,729 0.0% 57 +48,377 New Q1 2024 May 24, 2024
CastleKnight Management LP History No change 45,190 1,615 0.1% 0.08% 58 0 0.0% Q1 2024 May 15, 2024
Invesco Ltd. History Reduced 39,479 1,411 0.0% 0.0% 59 -608,600 -93.91% Q1 2024 May 14, 2024
Legal & General Group Plc History Reduced 38,780 1,386 0.0% 0.0% 60 -117,662 -75.21% Q1 2024 May 29, 2025
FRANKLIN RESOURCES INC History Reduced 32,101 1,147 0.0% 0.0% 61 -740 -2.25% Q1 2024 May 13, 2024
Louisiana State Employees Retirement System History Reduced 27,000 965 0.02% 0.02% 62 -800 -2.88% Q1 2024 Apr 23, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 24,834 888 0.0% 0.0% 63 -5,739 -18.77% Q1 2024 May 14, 2024
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 24,719 883 0.01% 0.01% 64 -6,064 -19.7% Q1 2024 Apr 26, 2024
STATE OF WISCONSIN INVESTMENT BOARD History Added to 23,300 833 0.0% 0.0% 65 +13,129 129.08% Q1 2024 May 14, 2024
COMERICA BANK History Reduced 23,162 828 0.0% 0.0% 66 -3,217 -12.2% Q1 2024 May 16, 2024
Brandywine Global Investment Management, LLC History Reduced 22,478 803 0.01% 0.06% 67 -194,558 -89.64% Q1 2024 May 13, 2024
LPL Financial LLC History Reduced 22,408 801 0.0% 0.01% 68 -351,245 -94.0% Q1 2024 May 10, 2024
ROYAL BANK OF CANADA History Reduced 19,794 708 0.0% 0.0% 69 -16,296 -45.15% Q1 2024 Nov 05, 2024
Mirae Asset Global Investments Co., Ltd. History Reduced 21,670 704 0.0% 0.0% 70 -5,930 -21.49% Q1 2024 May 01, 2024
UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 19,594 700 0.0% 0.0% 71 -26,719 -57.69% Q1 2024 May 15, 2024
ProShare Advisors LLC History Added to 19,536 698 0.0% 0.0% 72 +8,158 71.7% Q1 2024 May 08, 2024
MetLife Investment Management, LLC History Reduced 19,273 689 0.0% 2.47% 73 -13,048 -40.37% Q1 2024 May 14, 2024
Corient Private Wealth LLC History Reduced 18,874 674 0.0% 0.0% 74 -5,288 -21.89% Q1 2024 May 09, 2024
PANAGORA ASSET MANAGEMENT INC History Reduced 17,602 629 0.0% 0.05% 75 -273,263 -93.95% Q1 2024 May 07, 2024
COMMONWEALTH EQUITY SERVICES, LLC History New 16,754 599 0.0% 76 +16,754 New Q1 2024 Apr 29, 2024
RHUMBLINE ADVISERS History Reduced 15,912 569 0.0% 0.01% 77 -164,505 -91.18% Q1 2024 May 09, 2024
AQR CAPITAL MANAGEMENT LLC History Reduced 15,277 546 0.0% 0.01% 78 -112,506 -88.04% Q1 2024 May 15, 2024
VICTORY CAPITAL MANAGEMENT INC History Reduced 14,699 525 0.0% 0.02% 79 -430,690 -96.7% Q1 2024 May 03, 2024
Arizona State Retirement System History Reduced 14,615 522 0.0% 0.0% 80 -628 -4.12% Q1 2024 May 07, 2024
State of Tennessee, Treasury Department History Reduced 13,959 499 0.0% 0.0% 81 -3,397 -19.57% Q1 2024 May 14, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 14,830 495 0.0% 0.0% 82 -2,660 -15.21% Q1 2024 May 08, 2024
TRUIST FINANCIAL CORP History Reduced 13,218 472 0.0% 0.0% 83 -24,213 -64.69% Q1 2024 May 13, 2024
Creative Planning History Added to 12,508 447 0.0% 0.0% 84 +665 5.62% Q1 2024 May 13, 2024
Centiva Capital, LP History Reduced 12,318 440 0.01% 0.02% 85 -11,705 -48.72% Q1 2024 May 15, 2024
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 12,242 437 0.0% 0.0% 86 +249 2.08% Q1 2024 May 08, 2024
BANK OF MONTREAL /CAN/ History New 12,061 435 0.0% 87 +12,061 New Q1 2024 May 13, 2024
MACKENZIE FINANCIAL CORP History Added to 11,830 423 0.0% 0.0% 88 +5,140 76.83% Q1 2024 May 10, 2024
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,667 417 0.0% 0.0% 89 0 0.0% Q1 2024 Apr 25, 2024
Sigma Planning Corp History New 11,644 416 0.01% 90 +11,644 New Q1 2024 May 02, 2024
Integrated Wealth Concepts LLC History Reduced 10,200 364 0.01% 0.01% 91 -2,111 -17.15% Q1 2024 May 15, 2024
Mitsubishi UFJ Trust & Banking Corp History Added to 9,737 348 0.0% 0.0% 92 +1,354 16.15% Q1 2024 May 10, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 9,391 335 0.0% 0.0% 93 -336 -3.45% Q1 2024 May 02, 2024
Vanguard Personalized Indexing Management, LLC History Added to 9,322 333 0.01% 0.51% 94 +2,464 35.93% Q1 2024 May 09, 2024
Pathstone Holdings, LLC History Added to 8,247 294 0.0% 0.0% 95 +717 9.52% Q1 2024 May 13, 2024
QRG CAPITAL MANAGEMENT, INC. History New 7,770 277 0.0% 96 +7,770 New Q1 2024 May 07, 2024
Cerity Partners LLC History New 6,953 248 0.0% 97 +6,953 New Q1 2024 May 14, 2024
Mariner, LLC History Reduced 6,725 240 0.0% 0.0% 98 -3,491 -34.17% Q1 2024 May 15, 2024
HighTower Advisors, LLC History Reduced 6,613 238 0.0% 0.0% 99 -2,137 -24.42% Q1 2024 May 06, 2024
TUDOR INVESTMENT CORP ET AL History Reduced 6,500 232 0.0% 0.01% 100 -26,947 -80.57% Q1 2024 May 15, 2024
GUGGENHEIM CAPITAL LLC History Reduced 6,289 224 0.0% 0.0% 101 -7,186 -53.33% Q1 2024 May 14, 2024
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 5,977 213 0.0% 102 +5,977 New Q1 2024 May 15, 2024
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,998 178 0.0% 0.0% 103 +2,167 76.55% Q1 2024 May 10, 2024
Tower Research Capital LLC (TRC) History Reduced 4,281 153 0.0% 0.01% 104 -11,456 -72.8% Q1 2024 May 15, 2024
UniSuper Management Pty Ltd History New 3,800 135 0.0% 105 +3,800 New Q1 2024 May 13, 2024
OSAIC HOLDINGS, INC. History Reduced 2,921 104 0.0% 0.0% 106 -581 -16.59% Q1 2024 May 10, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,623 93 0.0% 0.0% 107 -160 -5.75% Q1 2024 May 15, 2024
NewEdge Advisors, LLC History Reduced 2,000 71 0.0% 0.0% 108 -500 -20.0% Q1 2024 May 14, 2024
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,934 69 0.0% 0.0% 109 0 0.0% Q1 2024 May 14, 2024
FMR LLC History Reduced 1,740 62 0.0% 0.01% 110 -2,297,539 -99.92% Q1 2024 May 13, 2024
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,347 48 0.0% 0.0% 111 -207 -13.32% Q1 2024 May 02, 2024
SIGNATUREFD, LLC History Added to 1,368 48 0.0% 0.0% 112 +43 3.25% Q1 2024 May 03, 2024
NOMURA ASSET MANAGEMENT CO LTD History New 1,030 36 0.0% 113 +1,030 New Q1 2024 May 13, 2024
NISA INVESTMENT ADVISORS, LLC History Reduced 996 35 0.0% 0.0% 114 -44 -4.23% Q1 2024 May 02, 2024
US BANCORP \DE\ History Added to 958 34 0.0% 0.0% 115 +505 111.48% Q1 2024 May 08, 2024
FIFTH THIRD BANCORP History Added to 352 12 0.0% 0.0% 116 +56 18.92% Q1 2024 Apr 23, 2024
FIRST MANHATTAN CO. LLC. History No change 300 10 0.0% 0.0% 117 0 0.0% Q1 2024 May 15, 2024
PRINCIPAL SECURITIES, INC. History Added to 207 7 0.0% 0.0% 118 +91 78.45% Q1 2024 May 10, 2024
HUNTINGTON NATIONAL BANK History Added to 200 7 0.0% 0.0% 119 +61 43.88% Q1 2024 May 03, 2024
MASSMUTUAL TRUST CO FSB/ADV History Added to 178 6 0.0% 0.0% 120 +27 17.88% Q1 2024 Apr 09, 2024
Mitsubishi UFJ Asset Management Co., Ltd. History No change 172 6 0.0% 0.0% 121 0 0.0% Q1 2024 May 09, 2024
Allworth Financial LP History Added to 128 4 0.0% 0.0% 122 +42 48.84% Q1 2024 Apr 25, 2024
Parallel Advisors, LLC History Reduced 38 1 0.0% 0.0% 125 -317 -89.3% Q1 2024 May 06, 2024
UMB Bank, n.a. History New 28 1 0.0% 123 +28 New Q1 2024 Apr 26, 2024
FARMERS & MERCHANTS INVESTMENTS INC History No change 36 1 0.0% 0.0% 124 0 0.0% Q1 2024 Apr 18, 2024
Channing Capital Management, LLC History Closed out 0 0 1.01% -1,055,650 -100.0% Q4 2023 Feb 06, 2024
D. E. Shaw & Co., Inc. History Closed out 0 0 93.55% -635,815 -100.0% Q4 2023 Nov 14, 2024
abrdn plc History Closed out 0 0 0.03% -423,405 -100.0% Q4 2023 Jan 31, 2024
Man Group plc History Closed out 0 0 0.04% -420,682 -100.0% Q4 2023 Feb 14, 2024
First Eagle Investment Management, LLC History Closed out 0 0 0.03% -361,124 -100.0% Q4 2023 Feb 08, 2024
FIRST TRUST ADVISORS LP History Closed out 0 0 0.01% -332,220 -100.0% Q4 2023 Feb 13, 2024
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.01% -327,110 -100.0% Q4 2023 Feb 07, 2024
Walleye Trading LLC History Closed out 0 0 0.02% -228,100 -100.0% Q4 2023 Feb 14, 2024
Walleye Capital LLC History Closed out 0 0 0.01% -215,800 -100.0% Q4 2023 Feb 14, 2024
Holocene Advisors, LP History Closed out 0 0 0.02% -192,044 -100.0% Q4 2023 Feb 14, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -130,000 -100.0% Q4 2023 Feb 14, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD History Closed out 0 0 0.03% -115,329 -100.0% Q4 2023 Feb 14, 2024
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -111,376 -100.0% Q4 2023 Feb 14, 2024
Swiss National Bank History Closed out 0 0 0.0% -107,400 -100.0% Q4 2023 Feb 06, 2024
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.03% -84,168 -100.0% Q4 2023 Feb 08, 2024
Caption Management, LLC History Closed out 0 0 0.03% -72,000 -100.0% Q4 2023 Feb 14, 2024
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -59,558 -100.0% Q4 2023 Feb 14, 2024
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -50,940 -100.0% Q4 2023 Jan 31, 2024
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.0% -50,752 -100.0% Q4 2023 Feb 14, 2024
NATIXIS History Closed out 0 0 0.01% -37,500 -100.0% Q4 2023 Feb 13, 2024
Illinois Municipal Retirement Fund History Closed out 0 0 0.02% -34,679 -100.0% Q4 2023 Feb 01, 2024
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -24,425 -100.0% Q4 2023 Feb 07, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -23,200 -100.0% Q4 2023 Feb 12, 2024
Ensign Peak Advisors, Inc History Closed out 0 0 0.0% -22,970 -100.0% Q4 2023 Feb 14, 2024
Maryland State Retirement & Pension System History Closed out 0 0 0.01% -20,198 -100.0% Q4 2023 Feb 06, 2024
DRW Securities, LLC History Closed out 0 0 0.01% -19,100 -100.0% Q4 2023 Feb 16, 2024
Diversified Trust Co History Closed out 0 0 0.02% -16,787 -100.0% Q4 2023 Jan 08, 2024
XTX Topco Ltd History Closed out 0 0 0.12% -16,429 -100.0% Q4 2023 Feb 13, 2024
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Closed out 0 0 0.01% -16,263 -100.0% Q4 2023 Feb 12, 2024
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.01% -13,846 -100.0% Q4 2023 Feb 14, 2024
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -8,122 -100.0% Q4 2023 Feb 09, 2024
Engineers Gate Manager LP History Closed out 0 0 0.01% -8,037 -100.0% Q4 2023 Feb 14, 2024
Gotham Asset Management, LLC History Closed out 0 0 0.0% -7,619 -100.0% Q4 2023 Feb 14, 2024
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -7,444 -100.0% Q4 2023 Feb 12, 2024
CI INVESTMENTS INC. History Closed out 0 0 0.0% -5,450 -100.0% Q4 2023 Feb 12, 2024
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,288 -100.0% Q4 2023 Feb 14, 2024
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,100 -100.0% Q4 2023 Feb 09, 2024
Farther Finance Advisors, LLC History Reduced 23 0 0.0% -1,019 -97.79% Q1 2024 May 14, 2024
Leonteq Securities AG History Closed out 0 0 0.0% -447 -100.0% Q4 2023 Mar 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.0% -393 -100.0% Q4 2023 Feb 16, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Closed out 0 0 0.0% -386 -100.0% Q4 2023 Feb 12, 2024
Blue Trust, Inc. History Closed out 0 0 -12 -100.0% Q4 2023 Jan 18, 2024
ASSETMARK, INC History New 1 0 +1 New Q1 2024 May 07, 2024
Global Retirement Partners, LLC History No change 8 0 0 0.0% Q1 2024 Apr 23, 2024