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About 58.52% of MGF shares are held by financial institutions. DYNAMIC ADVISOR SOLUTIONS LLC is the top corporate investor, holding 90.08K shares valued at $264.84K. A 0.28% stake in MFS Government Markets Income Trust is owned by the company. FORTITUDE ADVISORY GROUP L.L.C. owns 83.93K shares valued at $246.75K, which translates its holding of 0.26% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.28% | 90.08K | 264.84K | 22.42K | +33.14% |
| Mar 31, 2026 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 83.93K | 246.75K | 0 | 0 |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.23% | 76.26K | 224.2K | -3.06K | -3.85% |
| Mar 31, 2026 | TRUEMARK INVESTMENTS, LLC | 0.19% | 60.62K | 178.22K | 60.62K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 118.32K | 348K | 2.12K | +1.82% |
| Mar 31, 2026 | BANKPLUS WEALTH MANAGEMENT LLC | 0% | 0 | - | -15.42K | -100.00% |
| Mar 31, 2026 | GAMMA INVESTING LLC | 0% | 0 | - | -14 | -100.00% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0% | 0 | - | -14.95K | -100.00% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -23.69K | -100.00% |
| Mar 31, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 0 | - | -500 | -100.00% |
| Mar 31, 2026 | MOTCO | 0% | 0 | - | -4K | -100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 0 | - | -10.47K | -100.00% |
| Mar 31, 2026 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Mar 31, 2026 | WESTFULLER ADVISORS, LLC | 0% | 59 | 172 | 2 | +3.51% |
| Mar 31, 2026 | EASTERN BANK | 0% | 320 | 941 | 0 | 0 |
| Mar 31, 2026 | ROTHSCHILD INVESTMENT LLC | 0% | 400 | 1.18K | 0 | 0 |
| Mar 31, 2026 | ANCORA ADVISORS, LLC | 0% | 525 | 1.54K | 0 | 0 |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1K | 2.94K | 0 | 0 |
| Mar 31, 2026 | UMB BANK, N.A. | 0% | 1.6K | 4.7K | 0 | 0 |
| Mar 31, 2026 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 0.01% | 2.14K | 6.28K | 0 | 0 |
| Mar 31, 2026 | UBS GROUP AG | 0.02% | 4.94K | 14.51K | -9.39K | -65.54% |
| Mar 31, 2026 | 0.03% | 10K | 29.4K | 0 | 0 | |
| Mar 31, 2026 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.58% | 1.17M | 3.43M | 10.85K | +0.94% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.03% | 10.75K | 31.6K | 10.75K | +100.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.04% | 12.04K | 35.28K | 8.44K | +234.42% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.04% | 12.78K | 37.58K | 1.2K | +10.40% |
| Mar 31, 2026 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 38.36K | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 14.75K | 43.35K | 8.07K | +121.00% |
| Mar 31, 2026 | OPPENHEIMER & CO INC | 0.06% | 19.22K | 56.51K | 0 | 0 |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.07% | 23.94K | 70K | 197 | +0.83% |
| Mar 31, 2026 | BENJAMIN EDWARDS INC | 0.08% | 24.97K | 73.4K | 0 | 0 |
| Mar 31, 2026 | CSENGE ADVISORY GROUP | 0.13% | 41.83K | 122.97K | 10.51K | +33.54% |
| Mar 31, 2026 | WEDBUSH SECURITIES INC | 0.15% | 48.25K | 142K | 246 | +0.51% |
| Mar 31, 2026 | COLONY GROUP, LLC | 0.2% | 66.04K | 194.15K | 0 | 0 |
| Mar 31, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.27% | 87.52K | 257.29K | 87.52K | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0.71% | 230.09K | 676.48K | -34.12K | -12.91% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.35% | 115.17K | 338.6K | -5.54K | -4.59% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 4.37% | 1.43M | 4.19M | 49.55K | +3.60% |
| Mar 31, 2026 | KARPUS MANAGEMENT, INC. | 5.35% | 1.74M | 5.13M | 58.07K | +3.44% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 28.01% | 9.13M | 26.84M | 341.42K | +3.88% |
| Mar 31, 2026 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 399.84K | 0 | 0 |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.96% | 312.06K | 917.46K | 3.69K | +1.20% |
| Mar 31, 2026 | SUMMIT FINANCIAL, LLC | 3.88% | 1.26M | 3.71M | -99.07K | -7.27% |
| Mar 31, 2026 | 1607 CAPITAL PARTNERS, LLC | 6.99% | 2.28M | 6.7M | 24.96K | +1.11% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.31% | 102.63K | 301.74K | -1.5K | -1.44% |
| Mar 31, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.3% | 96.57K | 283.92K | 0 | 0 |
| Dec 31, 2025 | SUMMIT FINANCIAL, LLC | 4.18% | 1.36M | 4.12M | 57.18K | +4.38% |
| Dec 31, 2025 | ASSET DEDICATION, LLC | 0% | 0 | - | -31 | -100.00% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 10.47K | 31.68K | 10.47K | +100.00% |
| Dec 31, 2025 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 39.47K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.04% | 14.32K | 43.32K | 5.09K | +55.18% |
| Dec 31, 2025 | BANKPLUS WEALTH MANAGEMENT LLC | 0.05% | 15.42K | 46.63K | 0 | 0 |
| Dec 31, 2025 | OPPENHEIMER & CO INC | 0.06% | 19.22K | 58.15K | 0 | 0 |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.07% | 23.69K | 71.66K | 23.69K | +100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.07% | 23.74K | 72K | 2.13K | +9.83% |
| Dec 31, 2025 | BENJAMIN EDWARDS INC | 0.08% | 24.97K | 75.52K | 0 | 0 |
| Dec 31, 2025 | PVG ASSET MANAGEMENT CORP | 0.08% | 27.01K | 81.72K | 27.01K | +100.00% |
| Dec 31, 2025 | CSENGE ADVISORY GROUP | 0.1% | 31.32K | 94.75K | 10.69K | +51.84% |
| Dec 31, 2025 | WEDBUSH SECURITIES INC | 0.15% | 48K | 145K | 1.24K | +2.65% |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.2% | 66.04K | 199.76K | 66.04K | +100.00% |
| Dec 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.21% | 67.66K | 204.67K | 1.74K | +2.63% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.24% | 79.31K | 239.92K | -98.1K | -55.29% |
| Dec 31, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 83.93K | 253.89K | 0 | 0 |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.3% | 96.57K | 292.13K | -49.6K | -33.93% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.32% | 104.13K | 315K | -7.41K | -6.64% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.36% | 116.2K | 352K | 2.55K | +2.24% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.37% | 120.71K | 365.16K | -2.71K | -2.19% |
| Dec 31, 2025 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 411.4K | 0 | 0 |
| Dec 31, 2025 | MORGAN STANLEY | 0.81% | 264.21K | 799.24K | -21.58K | -7.55% |
| Dec 31, 2025 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0% | 0 | - | -22.4K | -100.00% |
| Dec 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.55% | 1.16M | 3.5M | 0 | 0 |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 4.22% | 1.38M | 4.16M | 88.76K | +6.89% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 26.97% | 8.79M | 26.59M | -72.69K | -0.82% |
| Dec 31, 2025 | CREATIVE PLANNING | 0.04% | 11.58K | 35.02K | 11.58K | +100.00% |
| Dec 31, 2025 | 0.03% | 10K | 30.25K | 10K | +100.00% | |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.4% | 131.3K | 397.18K | -9.3K | -6.61% |
| Dec 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 6.92% | 2.25M | 6.82M | 0 | 0 |
| Dec 31, 2025 | WESTFULLER ADVISORS, LLC | 0% | 57 | 174 | 1 | +1.79% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 3.6K | 10.89K | 37 | +1.04% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -13.36K | -100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 14.95K | 45.22K | 4.62K | +44.78% |
| Dec 31, 2025 | KARPUS MANAGEMENT, INC. | 5.17% | 1.69M | 5.1M | -94.7K | -5.32% |
| Dec 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 400 | 1.21K | 0 | 0 |
| Dec 31, 2025 | MOTCO | 0.01% | 4K | 12.1K | 0 | 0 |
| Dec 31, 2025 | EASTERN BANK | 0% | 320 | 968 | 0 | 0 |
| Dec 31, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0% | 500 | 1.51K | 500 | +100.00% |
| Dec 31, 2025 | ANCORA ADVISORS, LLC | 0% | 525 | 1.59K | 0 | 0 |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 1K | 3.03K | 1K | +100.00% |
| Dec 31, 2025 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 0.01% | 2.14K | 6.46K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 6.67K | 20.22K | -368 | -5.23% |
| Dec 31, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0% | 0 | - | -395.55K | -100.00% |
| Dec 31, 2025 | XTX TOPCO LTD | 0% | 0 | - | -14.2K | -100.00% |
| Dec 31, 2025 | GILMAN HILL ASSET MANAGEMENT, LLC | 0% | 0 | - | -15K | -100.00% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -15.01K | -100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -15.61K | -100.00% |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 0 | - | -10.34K | -100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -1.51K | -100.00% |
| Dec 31, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0% | 14 | 42 | 0 | 0 |
| Dec 31, 2025 | UMB BANK, N.A. | 0% | 1.6K | 4.84K | 1.6K | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 19.96K | 60.38K | 0 | 0 |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.95% | 308.37K | 932.83K | 5.18K | +1.71% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.04% | 13.36K | 41.69K | -12.17K | -47.66% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.34% | 111.54K | 348K | 3.32K | +3.06% |
| Sep 30, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 83.93K | 261.86K | 0 | 0 |
| Sep 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.2% | 65.92K | 205.68K | 2.61K | +4.11% |
| Sep 30, 2025 | BANKPLUS WEALTH MANAGEMENT LLC | 0.05% | 15.42K | 48.1K | 15.42K | +100.00% |
| Sep 30, 2025 | GILMAN HILL ASSET MANAGEMENT, LLC | 0.05% | 15K | 46.8K | 0 | 0 |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.14% | 46.76K | 146K | -439 | -0.93% |
| Sep 30, 2025 | SHEETS SMITH INVESTMENT MANAGEMENT | 0.09% | 28.72K | 89.61K | 28.72K | +100.00% |
| Sep 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 6.92% | 2.25M | 7.03M | 0 | 0 |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 5.46% | 1.78M | 5.56M | -51.99K | -2.84% |
| Sep 30, 2025 | SUMMIT FINANCIAL, LLC | 4% | 1.31M | 4.07M | -473.7K | -26.63% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.93% | 303.19K | 945.97K | 21.82K | +7.76% |
| Sep 30, 2025 | MORGAN STANLEY | 0.88% | 285.79K | 891.66K | -10.37K | -3.50% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.38% | 123.42K | 385.08K | -333 | -0.27% |
| Sep 30, 2025 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0.07% | 22.4K | 69.89K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.07% | 21.62K | 67K | 0 | 0 |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.05% | 15.01K | 46K | 15.01K | +100.00% |
| Sep 30, 2025 | XTX TOPCO LTD | 0.04% | 14.2K | 44.3K | 14.2K | +100.00% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.03% | 10.34K | 32.26K | 10.34K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.03% | 10.33K | 32.22K | 10.33K | +100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 7.04K | 21.79K | 15 | +0.21% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 3.56K | 11.12K | 36 | +1.02% |
| Sep 30, 2025 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 0.01% | 2.14K | 6.66K | 2.14K | +100.00% |
| Sep 30, 2025 | ANCORA ADVISORS, LLC | 0% | 525 | 1.64K | 0 | 0 |
| Sep 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 400 | 1.25K | 0 | 0 |
| Sep 30, 2025 | EASTERN BANK | 0% | 320 | 998 | 0 | 0 |
| Sep 30, 2025 | WESTFULLER ADVISORS, LLC | 0% | 56 | 176 | 56 | +100.00% |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 14 | 44 | 0 | 0 |
| Sep 30, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Sep 30, 2025 | L.M. KOHN & COMPANY | 0% | 0 | - | -23.47K | -100.00% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -1.67K | -100.00% |
| Sep 30, 2025 | PARK SQUARE FINANCIAL GROUP, LLC | 0% | 0 | - | -3.37K | -100.00% |
| Sep 30, 2025 | BENJAMIN EDWARDS INC | 0.08% | 24.97K | 77.89K | 24.97K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 19.96K | 62.28K | -395 | -1.94% |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.06% | 19.22K | 59.97K | -11.2K | -36.81% |
| Sep 30, 2025 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 40.71K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.51K | 4.72K | 0 | 0 |
| Sep 30, 2025 | ASSET DEDICATION, LLC | 0% | 31 | 97 | 31 | +100.00% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 15.61K | 48.71K | 15.61K | +100.00% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.35% | 113.65K | 355K | 1.97K | +1.77% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.2% | 66.04K | 206.03K | 13K | +24.51% |
| Sep 30, 2025 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 424.32K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.43% | 140.6K | 438.67K | -12.65K | -8.25% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.45% | 146.17K | 456.05K | 1.28K | +0.88% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.54% | 177.41K | 553.52K | -2.42K | -1.35% |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.55% | 1.16M | 3.61M | 195.1K | +20.30% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 3.95% | 1.29M | 4.02M | 55.89K | +4.54% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 27.19% | 8.86M | 27.65M | 458.8K | +5.46% |
| Sep 30, 2025 | UBS GROUP AG | 0.03% | 9.23K | 28.79K | -33.68K | -78.49% |
| Sep 30, 2025 | CSENGE ADVISORY GROUP | 0.06% | 20.63K | 64.36K | -9.72K | -32.02% |
| Sep 30, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1.21% | 395.55K | 1.23M | -8.27K | -2.05% |
| Sep 30, 2025 | MOTCO | 0.01% | 4K | 12.48K | 0 | 0 |
| Sep 30, 2025 | PVG ASSET MANAGEMENT CORP | 0% | 0 | - | -30.22K | -100.00% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -24.29K | -100.00% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 5.62% | 1.83M | 5.72M | -104.1K | -5.37% |
| Jun 30, 2025 | SUMMIT FINANCIAL, LLC | 5.46% | 1.78M | 5.55M | 1.78M | +100.00% |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.95% | 960.87K | 3M | -681.26K | -41.49% |
| Jun 30, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1.24% | 403.82K | 1.26M | 27.77K | +7.38% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.86% | 281.37K | 877.88K | -5.24K | -1.83% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.55% | 179.83K | 561.08K | 10.63K | +6.28% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.47% | 153.25K | 478.14K | -26.5K | -14.74% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.44% | 144.89K | 452.06K | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.34% | 111.68K | 348K | -1M | -89.98% |
| Jun 30, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 3.78% | 1.23M | 3.84M | 392.15K | +46.72% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.33% | 108.22K | 337.65K | 7.41K | +7.35% |
| Jun 30, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 83.93K | 261.86K | 0 | 0 |
| Jun 30, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.19% | 63.32K | 197.55K | -739 | -1.15% |
| Jun 30, 2025 | UBS GROUP AG | 0.13% | 42.91K | 133.88K | -12.83K | -23.01% |
| Jun 30, 2025 | EASTERN BANK | 0% | 320 | 998 | 0 | 0 |
| Jun 30, 2025 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 424.32K | 0 | 0 |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.38% | 123.76K | 386K | 956 | +0.78% |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.16% | 53.04K | 165.47K | 53.04K | +100.00% |
| Jun 30, 2025 | WEDBUSH SECURITIES INC | 0.14% | 47.2K | 147K | 0 | 0 |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.09% | 30.42K | 94.9K | -714 | -2.29% |
| Jun 30, 2025 | CSENGE ADVISORY GROUP | 0.09% | 30.35K | 93.01K | 0 | 0 |
| Jun 30, 2025 | L.M. KOHN & COMPANY | 0.07% | 23.47K | 73.22K | 0 | 0 |
| Jun 30, 2025 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0.07% | 22.4K | 69.89K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.07% | 21.62K | 67K | -10K | -31.63% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 20.36K | 63.51K | 2.4K | +13.33% |
| Jun 30, 2025 | GILMAN HILL ASSET MANAGEMENT, LLC | 0.05% | 15K | 46.8K | 5K | +50.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 7.03K | 21.92K | -1.31K | -15.68% |
| Jun 30, 2025 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 40.71K | 0 | 0 |
| Jun 30, 2025 | MOTCO | 0.01% | 4K | 12.28K | 0 | 0 |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 3.53K | 11K | 39 | +1.12% |
| Jun 30, 2025 | 0.01% | 3.37K | 10.51K | -793 | -19.06% | |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 1.67K | 5.2K | 1.67K | +100.00% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.51K | 4.72K | 0 | 0 |
| Jun 30, 2025 | ANCORA ADVISORS, LLC | 0% | 525 | 1.64K | 0 | 0 |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 400 | 1.25K | 0 | 0 |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 14 | 44 | 14 | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 0 | - | -12.71K | -100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -19.02K | -100.00% |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0% | 0 | - | -19.11K | -100.00% |
| Jun 30, 2025 | TOWNSQUARE CAPITAL LLC | 0% | 0 | - | -20.69K | -100.00% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0% | 0 | - | -17.47K | -100.00% |
| Jun 30, 2025 | PVG ASSET MANAGEMENT CORP | 0.09% | 30.22K | 94.29K | 30.22K | +100.00% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 25.78% | 8.4M | 26.22M | 1.02K | +0.01% |
| Jun 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 6.92% | 2.25M | 7.03M | -44.33K | -1.93% |
| Jun 30, 2025 | MORGAN STANLEY | 0.91% | 296.16K | 924.02M | 15.14K | +5.39% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.08% | 25.53K | 79.64M | -12.48K | -32.83% |
| Jun 30, 2025 | PARK SQUARE FINANCIAL GROUP, LLC | 0.01% | 3.37K | 10.51K | -793 | -19.06% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 5.94% | 1.94M | 6.14M | -22.44K | -1.15% |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 5.04% | 1.64M | 5.21M | -5K | -0.30% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 3.42% | 1.11M | 3.53M | 136.34K | +13.94% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.55% | 179.75K | 569.81K | -16.05K | -8.20% |
| Mar 31, 2025 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 416.16K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.17% | 55.74K | 176.68K | 7.66K | +15.93% |
| Mar 31, 2025 | TRANSFORM WEALTH, LLC | 0.16% | 53.04K | 168.13K | 0 | 0 |
| Mar 31, 2025 | WEDBUSH SECURITIES INC | 0.14% | 47.2K | 150K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.12% | 38K | 120.47K | 38K | +100.00% |
| Mar 31, 2025 | CSENGE ADVISORY GROUP | 0.09% | 30.35K | 92.86K | 4.84K | +18.97% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 12.71K | 40K | 42 | +0.33% |
| Mar 31, 2025 | GILMAN HILL ASSET MANAGEMENT, LLC | 0.03% | 10K | 31.7K | 0 | 0 |
| Mar 31, 2025 | MOTCO | 0.01% | 4K | 12.68K | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.51K | 4.8K | -1.27K | -45.71% |
| Mar 31, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -16.64K | -100.00% |
| Mar 31, 2025 | WMG FINANCIAL ADVISORS, LLC | 0% | 0 | - | -12.7K | -100.00% |
| Mar 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.44% | 144.89K | 444.81K | 0 | 0 |
| Mar 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 7.05% | 2.3M | 7.29M | 1.2K | +0.05% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 25.78% | 8.4M | 26.63M | 124K | +1.50% |
| Mar 31, 2025 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 41.37K | 0 | 0 |
| Mar 31, 2025 | OPPENHEIMER & CO INC | 0.1% | 31.13K | 98.69K | 2K | +6.87% |
| Mar 31, 2025 | MORGAN STANLEY | 0.86% | 281.02K | 890.83K | 142 | +0.05% |
| Mar 31, 2025 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Mar 31, 2025 | EASTERN BANK | 0% | 320 | 1.01K | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 17.96K | 56.94K | 1.57K | +9.58% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.88% | 286.61K | 908.57K | 17.76K | +6.61% |
| Mar 31, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1.15% | 376.05K | 1.19M | 29.51K | +8.51% |
| Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 2.58% | 839.29K | 2.66M | 211.29K | +33.65% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.52% | 169.2K | 536.38K | 15.07K | +9.77% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.06% | 19.02K | 60.28K | -53.1K | -73.63% |
| Mar 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.06% | 19.11K | 60.57K | -6.15K | -24.35% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0.06% | 20.69K | 65.6K | -169 | -0.81% |
| Mar 31, 2025 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0.07% | 22.4K | 71.01K | 0 | 0 |
| Mar 31, 2025 | L.M. KOHN & COMPANY | 0.07% | 23.47K | 74.39K | 0 | 0 |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.07% | 24.29K | 76.99K | -53.37K | -68.73% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.31% | 100.81K | 319.57K | 0 | 0 |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.38% | 122.8K | 389K | 648 | +0.53% |
| Mar 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.2% | 64.06K | 203.06K | 16.82K | +35.59% |
| Mar 31, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 83.93K | 258.08K | 0 | 0 |
| Mar 31, 2025 | 0.01% | 4.16K | 13.19K | -719 | -14.73% | |
| Mar 31, 2025 | ANCORA ADVISORS, LLC | 0% | 525 | 1.66K | 0 | 0 |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 3.49K | 11.06K | 3.49K | +100.00% |
| Mar 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 400 | 1.27K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.03% | 8.33K | 26.41K | -7.42K | -47.09% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.1% | 31.62K | 100K | -12.46K | -28.26% |
| Mar 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.05% | 17.47K | 55.37K | 0 | 0 |
| Mar 31, 2024 | KRAFT, DAVIS & ASSOCIATES, LLC | 0.57% | 184.52K | 566.46K | 184.52K | +100.00% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.7% | 229.7K | 735.04K | -10.8K | -4.49% |
| Mar 31, 2024 | MORGAN STANLEY | 0.76% | 246.35K | 788.32K | -8.01K | -3.15% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.95% | 310.7K | 994K | 85.78K | +38.14% |
| Mar 31, 2024 | PFG INVESTMENTS, LLC | 1% | 326.98K | 1.05M | 326.98K | +100.00% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 22.94% | 7.48M | 23.92M | 850.5K | +12.84% |
| Mar 31, 2024 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1.01% | 327.92K | 1.05M | 12.04K | +3.81% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -31.12K | -100.00% |
| Mar 31, 2024 | ASSETMARK, INC | 0% | 0 | - | -610 | -100.00% |
| Mar 31, 2024 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Mar 31, 2024 | CAMBRIDGE TRUST CO | 0% | 320 | 1.02K | 0 | 0 |
| Mar 31, 2024 | ANCORA ADVISORS, LLC | 0% | 525 | 1.68K | 0 | 0 |
| Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0% | 927 | 2.97K | 0 | 0 |
| Mar 31, 2024 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.01% | 2.1K | 6.97K | 0 | 0 |
| Mar 31, 2024 | VENTURI WEALTH MANAGEMENT, LLC | 0.01% | 2.7K | 8.65K | 2.7K | +100.00% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 14.51K | 46K | 14.51K | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 0.05% | 15K | 48.01K | 1.68K | +12.58% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 15.65K | 50.07K | -200 | -1.26% |
| Mar 31, 2024 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0.07% | 22.3K | 71.36K | 22.3K | +100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.11% | 35.45K | 113.44K | -12.94K | -26.74% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.15% | 48.33K | 155K | 22.84K | +89.61% |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.16% | 50.95K | 163K | 3.3K | +6.93% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.32% | 103.63K | 332K | 2.91K | +2.89% |
| Mar 31, 2024 | AMERITAS ADVISORY SERVICES, LLC | 0.38% | 125.32K | 393.5K | 125.32K | +100.00% |
| Mar 31, 2024 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 435.2K | 0 | 0 |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 5.59% | 1.82M | 5.83M | 15.58K | +0.86% |
| Mar 31, 2024 | 1607 CAPITAL PARTNERS, LLC | 7.58% | 2.47M | 7.9M | -2.5M | -50.34% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 8.15% | 2.66M | 8.5M | 854.94K | +47.48% |
| Mar 31, 2024 | MELFA WEALTH MANAGEMENT, LLC | 0.05% | 17.47K | 55.89K | 17.47K | +100.00% |
| Mar 31, 2024 | TOWNSQUARE CAPITAL LLC | 0.11% | 34.26K | 109.62K | -72 | -0.21% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 1.11% | 362.84K | 1.16M | -5.27K | -1.43% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.33% | 434.12K | 1.39M | 434.12K | +100.00% |
| Mar 31, 2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 0% | 0 | - | -22.96K | -100.00% |
| Mar 31, 2024 | COASTAL BRIDGE ADVISORS, LLC | 0.06% | 18K | 57.6K | 3K | +20.00% |
| Mar 31, 2024 | 0.07% | 22.3K | 71.36K | 22.3K | +100.00% | |
| Mar 31, 2024 | L.M. KOHN & COMPANY | 0.07% | 23.47K | 75.09K | 9K | +62.21% |
| Mar 31, 2024 | HRT FINANCIAL LP | 0.08% | 26.55K | 84K | 26.55K | +100.00% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.09% | 28.85K | 92.33K | 437 | +1.54% |
| Mar 31, 2024 | OPPENHEIMER & CO INC | 0.09% | 29.13K | 93.21K | 0 | 0 |
| Mar 31, 2024 | CSENGE ADVISORY GROUP | 0.09% | 29.51K | 94.43K | 942 | +3.30% |
| Mar 31, 2024 | SIGNIFICANT WEALTH PARTNERS LLC | 0% | 0 | - | -82.57K | -100.00% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -3K | -100.00% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.01% | 2.9K | 9.29K | -1.5K | -34.07% |
| Mar 31, 2024 | COMERICA BANK | 0.02% | 7.8K | 24.96K | 0 | 0 |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.03% | 10.1K | 32.33K | 10.1K | +100.00% |
| Mar 31, 2024 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 41.76K | 0 | 0 |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.04% | 13.9K | 44.49K | 13.9K | +100.00% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.17% | 54.74K | 175.16K | 27.58K | +101.57% |
| Mar 31, 2024 | INVESCO LTD. | 0.2% | 65.19K | 208.61K | -588 | -0.89% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.22% | 71.55K | 228.95K | 35.06K | +96.09% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.22% | 72.4K | 232K | 10.08K | +16.18% |
| Mar 31, 2024 | FORTITUDE ADVISORY GROUP L.L.C. | 0.25% | 82.41K | 263.7K | 0 | 0 |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.01% | 3K | 9.54K | 3K | +100.00% |
| Dec 31, 2023 | COMERICA BANK | 0.02% | 7.8K | 24.8K | 100 | +1.30% |
| Dec 31, 2023 | CHAPIN DAVIS, INC. | 0.04% | 13.05K | 41.5K | 0 | 0 |
| Dec 31, 2023 | UBS GROUP AG | 0.04% | 13.33K | 42.38K | -9.24K | -40.95% |
| Dec 31, 2023 | L.M. KOHN & COMPANY | 0.05% | 14.47K | 46.01K | -2K | -12.15% |
| Dec 31, 2023 | COASTAL BRIDGE ADVISORS, LLC | 0.05% | 15K | 47.7K | 5K | +50.00% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 15.85K | 50.39K | -15.72K | -49.80% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.08% | 25.49K | 82K | 0 | 0 |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.08% | 27.16K | 86.35K | 27.16K | +100.00% |
| Dec 31, 2023 | 0% | 0 | - | -32.76K | -100.00% | |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.09% | 28.42K | 90.37K | 427 | +1.53% |
| Dec 31, 2023 | CSENGE ADVISORY GROUP | 0.09% | 28.57K | 90.84K | -6.84K | -19.31% |
| Dec 31, 2023 | OPPENHEIMER & CO INC | 0.09% | 29.13K | 92.63K | 0 | 0 |
| Dec 31, 2023 | TOWNSQUARE CAPITAL LLC | 0.11% | 34.33K | 109.16K | 1.57K | +4.80% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.11% | 36.49K | 116.03K | 3.8K | +11.61% |
| Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.15% | 47.65K | 152K | 1.32K | +2.85% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.15% | 48.39K | 153.87K | 10.17K | +26.61% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.19% | 62.32K | 198K | 49.86K | +400.08% |
| Dec 31, 2023 | INVESCO LTD. | 0.2% | 65.78K | 209.18K | 1.85K | +2.89% |
| Dec 31, 2023 | FMR LLC | 0% | 0 | - | -2 | -100.00% |
| Dec 31, 2023 | FORTITUDE ADVISORY GROUP L.L.C. | 0.26% | 82.41K | 262.05K | 40 | +0.05% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.31% | 100.72K | 320K | -877 | -0.86% |
| Dec 31, 2023 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.42% | 136K | 432.48K | 0 | 0 |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.7% | 224.92K | 715K | 75.68K | +50.71% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.75% | 240.5K | 759.99K | 7.8K | +3.35% |
| Dec 31, 2023 | MORGAN STANLEY | 0.79% | 254.36K | 808.88K | 113.01K | +79.95% |
| Dec 31, 2023 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.98% | 315.88K | 1M | 9.68K | +3.16% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 1.15% | 368.12K | 1.17M | -84.26K | -18.63% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 5.61% | 1.8M | 5.73M | -53.78K | -2.90% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 5.63% | 1.81M | 5.75M | 3.33K | +0.18% |
| Dec 31, 2023 | 1607 CAPITAL PARTNERS, LLC | 15.48% | 4.97M | 15.81M | 1.7K | +0.03% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 20.63% | 6.63M | 21.07M | 731.17K | +12.40% |
| Dec 31, 2023 | AMERITAS ADVISORY SERVICES, LLC | 0% | 0 | - | -128.64K | -100.00% |
| Dec 31, 2023 | IFP ADVISORS, INC | 0% | 0 | - | -13 | -100.00% |
| Dec 31, 2023 | HUNTINGTON NATIONAL BANK | 0% | 1 | 3 | 0 | 0 |
| Dec 31, 2023 | CAMBRIDGE TRUST CO | 0% | 320 | 1.02K | 0 | 0 |
| Dec 31, 2023 | ANCORA ADVISORS, LLC | 0% | 525 | 1.67K | 0 | 0 |
| Dec 31, 2023 | ASSETMARK, INC | 0% | 610 | 1.94K | 610 | +100.00% |
| Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0% | 927 | 2.92K | 0 | 0 |
| Dec 31, 2023 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.01% | 2.1K | 7.14K | -500 | -19.23% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.01% | 4.4K | 14K | -13.75K | -75.75% |
Among the MGF insiders holding of N/A of the stake in company, KAVANAUGH JOHN P, director, holds the largest shares of 1.6K. FORD GOLDFARB MAUREEN R, director, is the second largest MGF insider with ownership of 1.47K shares. PERERA LAWRENCE T, director, stands third with possession of 250 shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| KAVANAUGH JOHN P | director | 1.6K |
| FORD GOLDFARB MAUREEN R | director | 1.47K |
| PERERA LAWRENCE T | director | 250 |
| UEK ROBERT W | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jan 04, 2017 | UEK ROBERT W | PURCHASE | 5.00 | 1.9K | 9.47K | 0 |
| Jul 19, 2010 | FORD GOLDFARB MAUREEN R | PURCHASE | 7.52 | 1.47K | 11.02K | 1.47K |
| Jun 04, 2009 | KAVANAUGH JOHN P | PURCHASE | 6.98 | 900 | 6.28K | 1.6K |
| Jun 03, 2009 | KAVANAUGH JOHN P | PURCHASE | 7.00 | 700 | 4.9K | 700 |
| Feb 09, 2006 | UEK ROBERT W | PURCHASE | 6.44 | 1.7K | 10.95K | 1.7K |
| Jan 23, 2006 | PERERA LAWRENCE T | PURCHASE | 6.53 | 250 | 1.63K | 250 |