Syneos Health, Inc. - 87166B102

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: Q3 2023 · Compare: Q2 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
Skandinaviska Enskilda Banken AB (publ) History Added to 137,500 5,910 0.04% 0.01% 1 +100,000 266.67% Q3 2023 Nov 09, 2023
BARCLAYS PLC History Reduced 1,164 50 0.0% 0.12% 2 -4,663,776 -99.98% Q3 2023 Mar 26, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,140 48 0.0% 0.0% 3 0 0.0% Q3 2023 Nov 03, 2023
IFP Advisors, Inc History Added to 96 4 0.0% 4 +81 540.0% Q3 2023 Oct 12, 2023
Ronald Blue Trust, Inc. History Reduced 51 2 0.0% 0.0% 5 -579 -91.9% Q3 2023 Oct 11, 2023
CULLEN/FROST BANKERS, INC. History No change 28 1 0.0% 0.0% 6 0 0.0% Q3 2023 Nov 02, 2023
VANGUARD GROUP INC History Closed out 0 0 0.01% -10,283,488 -100.0% Q2 2023 Aug 14, 2023
Elliott Investment Management L.P. History Closed out 0 0 1.22% -3,299,476 -100.0% Q2 2023 Aug 14, 2023
STATE STREET CORP History Closed out 0 0 0.01% -2,885,944 -100.0% Q2 2023 Aug 14, 2023
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.22% -2,033,100 -100.0% Q2 2023 Aug 14, 2023
Pentwater Capital Management LP History Closed out 0 0 0.57% -1,970,000 -100.0% Q2 2023 Aug 14, 2023
MORGAN STANLEY History Closed out 0 0 0.01% -1,899,497 -100.0% Q2 2023 Aug 14, 2023
DEUTSCHE BANK AG\ History Closed out 0 0 0.04% -1,624,447 -100.0% Q2 2023 Aug 14, 2023
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.15% -1,620,879 -100.0% Q2 2023 Aug 14, 2023
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 0.02% -1,607,655 -100.0% Q2 2023 Aug 09, 2023
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -1,600,356 -100.0% Q2 2023 Aug 11, 2023
Clearbridge Investments, LLC History Closed out 0 0 0.06% -1,572,404 -100.0% Q2 2023 Aug 11, 2023
Magnetar Financial LLC History Closed out 0 0 1.33% -1,434,586 -100.0% Q2 2023 Aug 11, 2023
D. E. Shaw & Co., Inc. History Closed out 0 0 0.06% -1,346,898 -100.0% Q2 2023 Aug 14, 2023
ArrowMark Colorado Holdings LLC History Closed out 0 0 0.57% -1,228,217 -100.0% Q2 2023 Aug 14, 2023
FMR LLC History Closed out 0 0 0.0% -1,211,151 -100.0% Q2 2023 Aug 11, 2023
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.03% -1,209,016 -100.0% Q2 2023 Aug 14, 2023
BANK OF NOVA SCOTIA History Closed out 0 0 0.12% -1,124,230 -100.0% Q2 2023 Aug 03, 2023
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.1% -1,093,582 -100.0% Q2 2023 Aug 14, 2023
FIRST TRUST ADVISORS LP History Closed out 0 0 0.05% -1,051,275 -100.0% Q2 2023 Aug 14, 2023
Bank of New York Mellon Corp History Closed out 0 0 0.01% -1,010,631 -100.0% Q2 2023 Aug 03, 2023
FIL Ltd History Closed out 0 0 0.05% -957,000 -100.0% Q2 2023 Aug 11, 2023
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.1% -910,900 -100.0% Q2 2023 Aug 14, 2023
NORTHERN TRUST CORP History Closed out 0 0 0.01% -769,094 -100.0% Q2 2023 Aug 11, 2023
Man Group plc History Closed out 0 0 0.1% -760,000 -100.0% Q2 2023 Aug 14, 2023
TORONTO DOMINION BANK History Closed out 0 0 0.04% -715,000 -100.0% Q2 2023 Feb 14, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Closed out 0 0 79.34% -711,005 -100.0% Q2 2023 Jan 04, 2024
Woodline Partners LP History Closed out 0 0 0.35% -703,500 -100.0% Q2 2023 Aug 14, 2023
GOLDMAN SACHS GROUP INC History Closed out 0 0 0.01% -691,432 -100.0% Q2 2023 May 14, 2024
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.04% -618,600 -100.0% Q2 2023 Aug 11, 2023
JPMORGAN CHASE & CO History Closed out 0 0 0.0% -554,483 -100.0% Q2 2023 Aug 11, 2023
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.0% -503,676 -100.0% Q2 2023 Aug 14, 2023
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Closed out 0 0 0.02% -460,160 -100.0% Q2 2023 Aug 09, 2023
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.01% -451,271 -100.0% Q2 2023 Aug 02, 2023
JANE STREET GROUP, LLC History Closed out 0 0 0.01% -449,573 -100.0% Q2 2023 Aug 14, 2023
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.08% -431,796 -100.0% Q2 2023 Aug 11, 2023
Verition Fund Management LLC History Closed out 0 0 0.23% -407,097 -100.0% Q2 2023 Aug 14, 2023
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.01% -407,036 -100.0% Q2 2023 Aug 15, 2023
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.01% -391,025 -100.0% Q2 2023 Aug 07, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.17% -390,877 -100.0% Q2 2023 Aug 07, 2023
Russell Investments Group, Ltd. History Closed out 0 0 0.03% -382,471 -100.0% Q2 2023 Aug 10, 2023
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.64% -350,000 -100.0% Q2 2023 Aug 03, 2023
RHUMBLINE ADVISERS History Closed out 0 0 0.02% -327,189 -100.0% Q2 2023 Aug 08, 2023
Sessa Capital IM, L.P. History Closed out 0 0 0.19% -325,000 -100.0% Q2 2023 Aug 14, 2023
Invesco Ltd. History Closed out 0 0 0.0% -306,681 -100.0% Q2 2023 Aug 11, 2023
AQR Arbitrage LLC History Closed out 0 0 0.52% -285,669 -100.0% Q2 2023 Aug 14, 2023
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.03% -275,000 -100.0% Q2 2023 Aug 14, 2023
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.05% -274,296 -100.0% Q2 2023 Aug 14, 2023
UBS Group AG History Closed out 0 0 0.0% -269,403 -100.0% Q2 2023 Aug 11, 2023
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.01% -262,833 -100.0% Q2 2023 Aug 14, 2023
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -253,993 -100.0% Q2 2023 Aug 14, 2023
Boston Partners History Closed out 0 0 0.01% -248,969 -100.0% Q2 2023 Aug 10, 2023
PUBLIC SECTOR PENSION INVESTMENT BOARD History Closed out 0 0 0.07% -237,000 -100.0% Q2 2023 Aug 14, 2023
Swiss National Bank History Closed out 0 0 0.01% -224,777 -100.0% Q2 2023 Aug 09, 2023
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.07% -214,671 -100.0% Q2 2023 Aug 14, 2023
GABELLI FUNDS LLC History Closed out 0 0 0.07% -211,577 -100.0% Q2 2023 Aug 10, 2023
ING GROEP NV History Closed out 0 0 0.06% -200,000 -100.0% Q2 2023 Aug 07, 2023
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 0.01% -195,307 -100.0% Q2 2023 Aug 11, 2023
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -186,224 -100.0% Q2 2023 Aug 11, 2023
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.09% -183,184 -100.0% Q2 2023 Aug 11, 2023
HSBC HOLDINGS PLC History Closed out 0 0 0.01% -177,477 -100.0% Q2 2023 Aug 11, 2023
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.02% -161,668 -100.0% Q2 2023 Aug 14, 2023
UBS ASSET MANAGEMENT AMERICAS INC History Closed out 0 0 0.0% -158,242 -100.0% Q2 2023 Aug 11, 2023
Gotham Asset Management, LLC History Closed out 0 0 0.14% -156,179 -100.0% Q2 2023 Aug 14, 2023
Legal & General Group Plc History Closed out 0 0 0.0% -154,510 -100.0% Q2 2023 Aug 14, 2023
Capula Management Ltd History Closed out 0 0 0.15% -142,507 -100.0% Q2 2023 Aug 14, 2023
Retirement Systems of Alabama History Closed out 0 0 0.03% -133,584 -100.0% Q2 2023 Jul 31, 2023
Point72 Asset Management, L.P. History Closed out 0 0 0.02% -130,850 -100.0% Q2 2023 Aug 14, 2023
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.01% -126,203 -100.0% Q2 2023 Aug 21, 2023
ROYAL BANK OF CANADA History Closed out 0 0 0.0% -115,502 -100.0% Q2 2023 Aug 14, 2023
LMR Partners LLP History Closed out 0 0 0.05% -114,937 -100.0% Q2 2023 Aug 14, 2023
Stephens Investment Management Group LLC History Closed out 0 0 0.07% -105,504 -100.0% Q2 2023 Aug 15, 2023
NEW YORK STATE COMMON RETIREMENT FUND History Closed out 0 0 0.01% -100,628 -100.0% Q2 2023 Oct 08, 2025
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.02% -94,975 -100.0% Q2 2023 Dec 19, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -89,714 -100.0% Q2 2023 Aug 11, 2023
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.09% -89,432 -100.0% Q2 2023 Aug 14, 2023
NATIXIS History Closed out 0 0 0.03% -87,740 -100.0% Q2 2023 Aug 11, 2023
MARSHALL WACE, LLP History Closed out 0 0 0.01% -86,800 -100.0% Q2 2023 Aug 14, 2023
Illinois Municipal Retirement Fund History Closed out 0 0 0.07% -83,080 -100.0% Q2 2023 Aug 03, 2023
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.01% -79,732 -100.0% Q2 2023 Aug 11, 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -77,684 -100.0% Q2 2023 Aug 11, 2023
CITIGROUP INC History Closed out 0 0 0.0% -77,622 -100.0% Q2 2023 Aug 10, 2023
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.0% -74,040 -100.0% Q2 2023 Aug 15, 2023
State of New Jersey Common Pension Fund D History Closed out 0 0 0.01% -73,922 -100.0% Q2 2023 Aug 02, 2023
ExodusPoint Capital Management, LP History Closed out 0 0 0.02% -68,910 -100.0% Q2 2023 Aug 11, 2023
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.02% -64,434 -100.0% Q2 2023 Aug 11, 2023
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -62,500 -100.0% Q2 2023 Aug 14, 2023
MetLife Investment Management, LLC History Closed out 0 0 0.81% -62,110 -100.0% Q2 2023 Apr 29, 2024
Quantinno Capital Management LP History Closed out 0 0 0.15% -61,024 -100.0% Q2 2023 Aug 04, 2023
Alberta Investment Management Corp History Closed out 0 0 1.21% -60,100 -100.0% Q2 2023 Aug 24, 2023
COMERICA BANK History Closed out 0 0 0.02% -58,666 -100.0% Q2 2023 Aug 22, 2023
Allianz Asset Management GmbH History Closed out 0 0 0.0% -56,500 -100.0% Q2 2023 Aug 14, 2023
WESBANCO BANK INC History Closed out 0 0 0.1% -55,190 -100.0% Q2 2023 Jul 13, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -53,208 -100.0% Q2 2023 Aug 14, 2023
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -52,962 -100.0% Q2 2023 Aug 02, 2023
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -51,950 -100.0% Q2 2023 Aug 14, 2023
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 0.02% -50,108 -100.0% Q2 2023 Aug 09, 2023
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.04% -50,000 -100.0% Q2 2023 Aug 14, 2023
Brandywine Global Investment Management, LLC History Closed out 0 0 0.02% -49,863 -100.0% Q2 2023 Aug 11, 2023
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.02% -45,050 -100.0% Q2 2023 Aug 07, 2023
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.01% -44,693 -100.0% Q2 2023 Aug 15, 2023
Centiva Capital, LP History Closed out 0 0 0.03% -35,000 -100.0% Q2 2023 Aug 14, 2023
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -30,430 -100.0% Q2 2023 Jul 26, 2023
Louisiana State Employees Retirement System History Closed out 0 0 0.03% -30,300 -100.0% Q2 2023 Jul 18, 2023
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Closed out 0 0 0.01% -29,906 -100.0% Q2 2023 Jul 26, 2023
Arizona State Retirement System History Closed out 0 0 0.01% -28,998 -100.0% Q2 2023 Aug 01, 2023
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -28,400 -100.0% Q2 2023 Aug 09, 2023
Carmignac Gestion History Closed out 0 0 0.02% -26,432 -100.0% Q2 2023 Aug 11, 2023
STATE OF MICHIGAN RETIREMENT SYSTEM History Closed out 0 0 0.01% -25,522 -100.0% Q2 2023 Jul 26, 2023
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -24,600 -100.0% Q2 2023 Aug 03, 2023
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Closed out 0 0 1.15% -23,037 -100.0% Q2 2023 Jun 20, 2024
Erste Asset Management GmbH History Closed out 0 0 0.02% -22,900 -100.0% Q2 2023 Nov 26, 2024
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 0.0% -22,605 -100.0% Q2 2023 Aug 07, 2023
SILVERCREST ASSET MANAGEMENT GROUP LLC History Closed out 0 0 0.01% -21,610 -100.0% Q2 2023 Aug 14, 2023
ProShare Advisors LLC History Closed out 0 0 0.0% -21,203 -100.0% Q2 2023 Aug 10, 2023
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -19,173 -100.0% Q2 2023 Aug 04, 2023
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.02% -18,231 -100.0% Q2 2023 Jul 28, 2023
Pacer Advisors, Inc. History Closed out 0 0 0.0% -18,200 -100.0% Q2 2023 Jul 12, 2023
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.03% -17,900 -100.0% Q2 2023 Jul 21, 2023
SEI INVESTMENTS CO History Closed out 0 0 0.0% -17,700 -100.0% Q2 2023 Aug 11, 2023
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -17,690 -100.0% Q2 2023 Jul 27, 2023
State of Tennessee, Treasury Department History Closed out 0 0 0.0% -17,486 -100.0% Q2 2023 Aug 15, 2023
Tredje AP-fonden History Closed out 0 0 0.01% -16,060 -100.0% Q2 2023 Aug 11, 2023
Vise Technologies, Inc. History Closed out 0 0 0.16% -15,479 -100.0% Q2 2023 Aug 08, 2023
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -15,323 -100.0% Q2 2023 Aug 14, 2023
Advisors Asset Management, Inc. History Closed out 0 0 0.01% -13,293 -100.0% Q2 2023 Aug 14, 2023
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -13,143 -100.0% Q2 2023 Feb 07, 2025
XPONANCE, INC. History Closed out 0 0 0.01% -12,598 -100.0% Q2 2023 Jul 14, 2023
Cresset Asset Management, LLC History Closed out 0 0 0.0% -12,368 -100.0% Q2 2023 Aug 14, 2023
GAMCO INVESTORS, INC. ET AL History Closed out 0 0 0.0% -11,297 -100.0% Q2 2023 Aug 15, 2023
M&T BANK CORP History Closed out 0 0 0.0% -10,968 -100.0% Q2 2023 Aug 09, 2023
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 0.0% -10,829 -100.0% Q2 2023 Aug 11, 2023
TimesSquare Capital Management, LLC History Closed out 0 0 0.01% -10,400 -100.0% Q2 2023 Aug 09, 2023
GROUP ONE TRADING, L.P. History Closed out 0 0 0.0% -10,351 -100.0% Q2 2023 Aug 09, 2023
Crossmark Global Holdings, Inc. History Closed out 0 0 0.01% -9,237 -100.0% Q2 2023 Jul 31, 2023
Jump Financial, LLC History Closed out 0 0 0.76% -9,180 -100.0% Q2 2023 Oct 21, 2024
Creative Planning History Closed out 0 0 0.0% -9,164 -100.0% Q2 2023 Jul 21, 2023
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -9,029 -100.0% Q2 2023 Aug 11, 2023
Arkadios Wealth Advisors History Closed out 0 0 0.04% -8,800 -100.0% Q2 2023 Jul 26, 2023
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.6% -8,745 -100.0% Q2 2023 Jun 14, 2024
Tower Research Capital LLC (TRC) History Closed out 0 0 0.01% -8,413 -100.0% Q2 2023 Aug 14, 2023
VIRGINIA RETIREMENT SYSTEMS ET AL History Closed out 0 0 0.0% -8,400 -100.0% Q2 2023 Aug 22, 2023
Toroso Investments, LLC History Closed out 0 0 0.01% -8,131 -100.0% Q2 2023 Aug 14, 2023
COMMERCE BANK History Closed out 0 0 0.0% -7,993 -100.0% Q2 2023 Aug 08, 2023
US BANCORP \DE\ History Closed out 0 0 0.0% -7,924 -100.0% Q2 2023 Aug 10, 2023
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -7,805 -100.0% Q2 2023 Jul 19, 2023
Maryland State Retirement & Pension System History Closed out 0 0 0.01% -7,804 -100.0% Q2 2023 Jul 11, 2023
Amundi History Closed out 0 0 0.0% -7,035 -100.0% Q2 2023 Aug 14, 2023
BNP PARIBAS ARBITRAGE, SNC History Closed out 0 0 0.0% -6,881 -100.0% Q2 2023 Aug 09, 2023
Rockefeller Capital Management L.P. History Closed out 0 0 0.0% -6,621 -100.0% Q2 2023 Aug 14, 2023
Squarepoint Ops LLC History Closed out 0 0 0.0% -6,314 -100.0% Q2 2023 Aug 14, 2023
Ethic Inc. History Closed out 0 0 0.01% -6,281 -100.0% Q2 2023 Aug 14, 2023
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -6,185 -100.0% Q2 2023 Aug 15, 2023
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -5,972 -100.0% Q2 2023 Aug 01, 2023
Mariner, LLC History Closed out 0 0 0.0% -5,968 -100.0% Q2 2023 Aug 11, 2023
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -5,859 -100.0% Q2 2023 Aug 14, 2023
REGIONS FINANCIAL CORP History Closed out 0 0 0.0% -5,426 -100.0% Q2 2023 Aug 09, 2023
Utah Retirement Systems History Closed out 0 0 0.0% -5,400 -100.0% Q2 2023 Aug 14, 2023
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.01% -5,169 -100.0% Q2 2023 Aug 10, 2023
EARNEST PARTNERS LLC History Closed out 0 0 0.0% -2,767 -100.0% Q2 2023 Aug 07, 2023
OSAIC HOLDINGS, INC. History Closed out 0 0 0.0% -2,689 -100.0% Q2 2023 Aug 21, 2023
SIGNATUREFD, LLC History Closed out 0 0 0.0% -1,277 -100.0% Q2 2023 Aug 01, 2023
FIFTH THIRD BANCORP History Closed out 0 0 0.0% -1,200 -100.0% Q2 2023 Jul 26, 2023
STEPHENS INC /AR/ History Closed out 0 0 0.0% -1,046 -100.0% Q2 2023 Aug 14, 2023
ASSETMARK, INC History Closed out 0 0 0.0% -797 -100.0% Q2 2023 Aug 11, 2023
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -710 -100.0% Q2 2023 Aug 11, 2023
Leonteq Securities AG History Closed out 0 0 0.0% -450 -100.0% Q2 2023 Mar 11, 2026
Parallel Advisors, LLC History Closed out 0 0 0.0% -382 -100.0% Q2 2023 May 20, 2024
Allworth Financial LP History Closed out 0 0 0.0% -247 -100.0% Q2 2023 Jul 18, 2023
MASSMUTUAL TRUST CO FSB/ADV History Closed out 0 0 0.0% -189 -100.0% Q2 2023 Aug 02, 2023
CI INVESTMENTS INC. History Closed out 0 0 0.0% -145 -100.0% Q2 2023 Aug 11, 2023
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -100 -100.0% Q2 2023 Aug 15, 2023
Global Retirement Partners, LLC History Closed out 0 0 0.0% -94 -100.0% Q2 2023 Jul 20, 2023
LOOMIS SAYLES & CO L P History Closed out 0 0 0.0% -93 -100.0% Q2 2023 Aug 11, 2023
Farther Finance Advisors, LLC History Closed out 0 0 0.0% -81 -100.0% Q2 2023 May 14, 2024
FARMERS & MERCHANTS INVESTMENTS INC History Closed out 0 0 0.0% -47 -100.0% Q2 2023 Aug 01, 2023
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -42 -100.0% Q2 2023 Jul 24, 2023
HUNTINGTON NATIONAL BANK History Reduced 1 0 0.0% -29 -96.67% Q3 2023 Nov 08, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -16 -100.0% Q2 2023 Aug 14, 2023