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About 4.31% of TRX shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 1.58M shares valued at $1.45M. A 0.53% stake in TRX Gold Corporation is owned by the company. WATERFRONT WEALTH INC. owns 75.17K shares valued at $92.45K, which translates its holding of 0.03% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | MORGAN STANLEY | 0.53% | 1.58M | 1.45M | 211.38K | +15.48% |
| Dec 31, 2025 | WATERFRONT WEALTH INC. | 0.03% | 75.17K | 92.45K | 0 | 0 |
| Dec 31, 2025 | SPROTT INC. | 0.03% | 95.72K | 88.15K | 24.75K | +34.87% |
| Dec 31, 2025 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.03% | 100K | 92.09K | 0 | 0 |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0.04% | 106.88K | 98.42K | 59.38K | +125.01% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.04% | 117.37K | 108.09K | 0 | 0 |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.05% | 160.2K | 148.23K | -60K | -27.25% |
| Dec 31, 2025 | INTEGRITY WEALTH SOLUTIONS LLC | 0.1% | 289.98K | 267.04K | -1.03K | -0.35% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 295.22K | 271.86K | 1K | +0.34% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.18% | 529.84K | 487.93K | 47.3K | +9.80% |
| Dec 31, 2025 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.01% | 30K | 27.63K | 0 | 0 |
| Dec 31, 2025 | FINANCIAL SENSE ADVISORS, INC. | 0.01% | 32.99K | 30.38K | -165.49K | -83.38% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.01% | 23.02K | 21.2K | -28K | -54.88% |
| Dec 31, 2025 | ORG PARTNERS LLC | 0% | 0 | - | -100 | -100.00% |
| Dec 31, 2025 | EVERGREEN CAPITAL MANAGEMENT LLC | 0% | 0 | - | -125.66K | -100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.25% | 729.78K | 672.05K | 713.76K | +4,455.71% |
| Dec 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.33% | 958.96K | 887.33K | 850.46K | +783.83% |
| Dec 31, 2025 | ROSSBY FINANCIAL, LCC | 0.33% | 960K | 884.06K | -20K | -2.04% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.61% | 1.8M | 1.66M | 1.8M | +100.00% |
| Dec 31, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.62% | 1.82M | 1.68M | 1.07M | +144.13% |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 887 | 807 | -1.23K | -58.08% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0% | 1K | 921 | -500 | -33.33% |
| Dec 31, 2025 | LEIGH BALDWIN & CO., LLC | 0.01% | 18.75K | 17K | 0 | 0 |
| Dec 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 20K | 18.42K | 0 | 0 |
| Dec 31, 2025 | WAVERLY ADVISORS, LLC | 0.01% | 26.15K | 24.08K | 0 | 0 |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.01% | 28.37K | 26.13K | 10K | +54.43% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 31.81K | 29.27K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.01% | 18.7K | 17.22K | 18.7K | +100.00% |
| Dec 31, 2025 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | 0% | 6.24K | 5.75K | 6.24K | +100.00% |
| Dec 31, 2025 | 0% | 6.75K | 6.22K | 0 | 0 | |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 14K | 12.89K | 0 | 0 |
| Dec 31, 2025 | RATHBONES GROUP PLC | 0% | 14K | 12.89K | 0 | 0 |
| Dec 31, 2025 | THOMPSON DAVIS & CO., INC. | 0% | 14.22K | 13.1K | 14.22K | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 15.6K | 14.35K | 15.6K | +100.00% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 25.45K | 22.14K | 0 | 0 |
| Dec 31, 2025 | VIRTU FINANCIAL LLC | 0.04% | 111.43K | 103K | 111.43K | +100.00% |
| Dec 31, 2025 | STRATEGIC PLANNING, INC. | 0.11% | 329.13K | 303.1K | 0 | 0 |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 1.17K | 1.08K | 816 | +231.82% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0% | 4.54K | 4K | 3.04K | +202.93% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 5.13K | 4.72M | 5.13K | +100.00% |
| Dec 31, 2025 | GROUP ONE TRADING, L.P. | 0% | 9.03K | 8.32K | -3.07K | -25.34% |
| Dec 31, 2025 | TRADITION WEALTH MANAGEMENT, LLC | 0% | 10K | 9.21K | 10K | +100.00% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0% | 12K | 11.05K | 0 | 0 |
| Dec 31, 2025 | BLUE ZONE WEALTH ADVISORS, LLC | 0.01% | 15.97K | 14.71K | 0 | 0 |
| Dec 31, 2025 | SCOTIA CAPITAL INC. | 0.01% | 17.05K | 15.53K | 0 | 0 |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.01% | 17.09K | 15.74K | 17.09K | +100.00% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.01% | 21.79K | 20.06K | 21.79K | +100.00% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.4% | 1.19M | 1.1M | 1.19M | +100.00% |
| Dec 31, 2025 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 0% | 0 | - | -291K | -100.00% |
| Dec 31, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -37K | -100.00% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0% | 0 | - | -52.53K | -100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 148 | 137 | 148 | +100.00% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0% | 200 | 185 | 0 | 0 |
| Dec 31, 2025 | TORONTO DOMINION BANK | 0.01% | 25.01K | 23.14K | 2 | +0.01% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 30.49K | 28.08K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.02% | 49.74K | 45.81K | 9.66K | +24.10% |
| Dec 31, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.02% | 55.38K | 51K | 5.38K | +10.75% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 66.9K | 61.61K | 0 | 0 |
| Dec 31, 2025 | GUILD INVESTMENT MANAGEMENT, INC. | 0.02% | 66.9K | 61.61K | 0 | 0 |
| Sep 30, 2025 | 0% | 6.75K | 4.21K | 0 | 0 | |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.02% | 47.5K | 29.64K | 47.5K | +100.00% |
| Sep 30, 2025 | WAVERLY ADVISORS, LLC | 0.01% | 26.15K | 16.32K | 0 | 0 |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 25.45K | 15.74K | 0 | 0 |
| Sep 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 20K | 12.48K | 0 | 0 |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 200 | 125 | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 14K | 9K | 0 | 0 |
| Sep 30, 2025 | TORONTO DOMINION BANK | 0.01% | 25K | 15.81K | -2K | -7.42% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 31.81K | 11.97K | -810 | -2.48% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.02% | 52.53K | 32.78K | -20K | -27.57% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 66.9K | 41.74K | 0 | 0 |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 108.5K | 68.59K | 108.5K | +100.00% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 352 | 220 | -7 | -1.95% |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 2.12K | 1.32K | -911 | -30.10% |
| Sep 30, 2025 | GROUP ONE TRADING, L.P. | 0% | 12.1K | 7.55K | -1.9K | -13.57% |
| Sep 30, 2025 | XTX TOPCO LTD | 0% | 12.24K | 7.64K | 12.24K | +100.00% |
| Sep 30, 2025 | RATHBONES GROUP PLC | 0% | 14K | 8.73K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.01% | 40.08K | 25.01K | -9.89K | -19.79% |
| Sep 30, 2025 | WATERFRONT WEALTH INC. | 0.03% | 75.17K | 51.49K | 0 | 0 |
| Sep 30, 2025 | STRATEGIC PLANNING, INC. | 0.11% | 329.13K | 205.35K | 329.13K | +100.00% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.04% | 117.37K | 73.23K | 0 | 0 |
| Sep 30, 2025 | EVERGREEN CAPITAL MANAGEMENT LLC | 0.04% | 125.66K | 78.4K | -279.72K | -69.00% |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0% | 0 | - | -27.47K | -100.00% |
| Sep 30, 2025 | ORG PARTNERS LLC | 0% | 100 | 62 | -3.4K | -97.14% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 1.5K | 936 | 500 | +50.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 15.41K | 9.61K | 0 | 0 |
| Sep 30, 2025 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.03% | 100K | 62.39K | 100K | +100.00% |
| Sep 30, 2025 | SPROTT INC. | 0.02% | 70.98K | 44.28K | -74.48K | -51.20% |
| Sep 30, 2025 | INTEGRITY WEALTH SOLUTIONS LLC | 0.1% | 291K | 181.56K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0% | 1.5K | 1K | -11.17K | -88.16% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.01% | 37K | 23K | 37K | +100.00% |
| Sep 30, 2025 | FINANCIAL SENSE ADVISORS, INC. | 0.07% | 198.48K | 123.83K | -40K | -16.77% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 220.2K | 139.21K | -12.8K | -5.49% |
| Sep 30, 2025 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 0.1% | 291K | 181.56K | 291K | +100.00% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 294.22K | 183.56K | -12.05K | -3.93% |
| Sep 30, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -18.26K | -100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -27.47K | -100.00% |
| Sep 30, 2025 | BLUE ZONE WEALTH ADVISORS, LLC | 0.01% | 15.97K | 9.97K | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.01% | 16.02K | 10K | -92.55K | -85.25% |
| Sep 30, 2025 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.01% | 30K | 18.72K | 0 | 0 |
| Sep 30, 2025 | SCOTIA CAPITAL INC. | 0.01% | 17.05K | 10.66K | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.01% | 18.37K | 11.62K | 18.37K | +100.00% |
| Sep 30, 2025 | LEIGH BALDWIN & CO., LLC | 0.01% | 18.75K | 11.7K | 18.75K | +100.00% |
| Sep 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 30.49K | 19.28K | 0 | 0 |
| Sep 30, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.02% | 50K | 31.2K | 0 | 0 |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.02% | 51.02K | 31.83K | -3.67K | -6.71% |
| Sep 30, 2025 | GUILD INVESTMENT MANAGEMENT, INC. | 0.02% | 66.9K | 41.74K | 0 | 0 |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.15% | 442.85K | 276.3K | 148.33K | +50.36% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.16% | 482.54K | 301.05K | 27.97K | +6.15% |
| Sep 30, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.25% | 744.58K | 470.7K | 744.58K | +100.00% |
| Sep 30, 2025 | ROSSBY FINANCIAL, LCC | 0.33% | 980K | 612.4K | 5K | +0.51% |
| Sep 30, 2025 | MORGAN STANLEY | 0.46% | 1.37M | 852.14K | -23.05K | -1.66% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 10.7K | 6.68K | -7K | -39.55% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0% | 12K | 7.49K | 12K | +100.00% |
| Jun 30, 2025 | CONTINUUM ADVISORY, LLC | 0% | 0 | - | -3.05K | -100.00% |
| Jun 30, 2025 | INTEGRITY WEALTH SOLUTIONS LLC | 0.1% | 291K | 97.49K | 0 | 0 |
| Jun 30, 2025 | FINANCIAL SENSE ADVISORS, INC. | 0.08% | 238.48K | 79.89K | 0 | 0 |
| Jun 30, 2025 | PFG INVESTMENTS, LLC | 0.02% | 54.69K | 18.32K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 32.62K | 10.45K | -750 | -2.25% |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 30.49K | 9.94K | 0 | 0 |
| Jun 30, 2025 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.01% | 30K | 10.05K | 0 | 0 |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 27.47K | 9.2K | -5.5K | -16.68% |
| Jun 30, 2025 | TORONTO DOMINION BANK | 0.01% | 27.01K | 8.83K | -3.21K | -10.62% |
| Jun 30, 2025 | WAVERLY ADVISORS, LLC | 0.01% | 26.15K | 8.76K | 0 | 0 |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 20K | 6.7K | 0 | 0 |
| Jun 30, 2025 | TWO SIGMA SECURITIES, LLC | 0.01% | 18.26K | 6.12K | 18.26K | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.01% | 17.7K | 5.93K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 15.41K | 5.16K | 15.41K | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 14K | 5K | 0 | 0 |
| Jun 30, 2025 | GROUP ONE TRADING, L.P. | 0% | 14K | 4.69K | -3.79K | -21.31% |
| Jun 30, 2025 | RATHBONES GROUP PLC | 0% | 14K | 4.69K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 12.67K | 4K | -2.35K | -15.65% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 3.5K | 1.17K | 3.5K | +100.00% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 3.03K | 978 | 1.99K | +191.34% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 1K | 335 | 1K | +100.00% |
| Jun 30, 2025 | 0% | 6.75K | 2.26K | 6.75K | +100.00% | |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 200 | 67 | 0 | 0 |
| Jun 30, 2025 | LEIGH BALDWIN & CO., LLC | 0% | 0 | - | -16.75K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -19.9K | -100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -242.67K | -100.00% |
| Jun 30, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0% | 0 | - | -11.97K | -100.00% |
| Jun 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0% | 0 | - | -52.7K | -100.00% |
| Jun 30, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.02% | 50K | 16.75K | 50K | +100.00% |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 27.47K | 9.2K | 0 | 0 |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 25.45K | 8.46K | 25.45K | +100.00% |
| Jun 30, 2025 | ADVISOR OS, LLC | 0% | 0 | - | -18.58K | -100.00% |
| Jun 30, 2025 | SPROTT INC. | 0.05% | 145.45K | 48.73K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.47% | 1.39M | 465.27M | 317.8K | +29.67% |
| Jun 30, 2025 | WATERFRONT WEALTH INC. | 0.03% | 75.17K | 25.18K | 0 | 0 |
| Jun 30, 2025 | EVERGREEN CAPITAL MANAGEMENT LLC | 0.14% | 405.37K | 135.8K | 405.37K | +100.00% |
| Jun 30, 2025 | GUILD INVESTMENT MANAGEMENT, INC. | 0.02% | 66.9K | 22.41K | -3.6K | -5.11% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 66.9K | 22.41K | 0 | 0 |
| Jun 30, 2025 | STRATEGIC PLANNING, INC. | 0% | 0 | - | -329.13K | -100.00% |
| Jun 30, 2025 | STONEX GROUP INC. | 0% | 0 | - | -13.5K | -100.00% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.15% | 454.57K | 152.28K | 31.2K | +7.37% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 306.26K | 102.41K | 0 | 0 |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0.08% | 233K | 76.19K | -4.95K | -2.08% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.04% | 117.37K | 39.32K | 0 | 0 |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.04% | 108.57K | 36.37K | 66.44K | +157.67% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.02% | 72.53K | 24.3K | 5K | +7.40% |
| Jun 30, 2025 | UBS GROUP AG | 0.02% | 49.97K | 16.74K | -16.02K | -24.28% |
| Jun 30, 2025 | ROSSBY FINANCIAL, LCC | 0.33% | 975K | 326.63K | 15K | +1.56% |
| Jun 30, 2025 | SCOTIA CAPITAL INC. | 0.01% | 17.05K | 5.51K | 0 | 0 |
| Jun 30, 2025 | BLUE ZONE WEALTH ADVISORS, LLC | 0.01% | 15.97K | 5.35K | 0 | 0 |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 359 | 120 | -963 | -72.84% |
| Mar 31, 2025 | UBS GROUP AG | 0.02% | 66K | 20.52K | 63.46K | +2,502.33% |
| Mar 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 20K | 6.22K | 0 | 0 |
| Mar 31, 2025 | WAVERLY ADVISORS, LLC | 0.01% | 26.15K | 8.13K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 33.37K | 10.35K | 474 | +1.44% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.01% | 42.14K | 13.1K | -6.35K | -13.09% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.02% | 67.53K | 21K | 5.48K | +8.82% |
| Mar 31, 2025 | GROUND SWELL CAPITAL, LLC | 0% | 0 | - | -15.51K | -100.00% |
| Mar 31, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -80.17K | -100.00% |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 1.04K | 325 | 1.04K | +100.00% |
| Mar 31, 2025 | 0% | 0 | - | -10K | -100.00% | |
| Mar 31, 2025 | STONEX GROUP INC. | 0% | 13.5K | 4.2K | 13.5K | +100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 14K | 4K | 0 | 0 |
| Mar 31, 2025 | RATHBONES GROUP PLC | 0% | 14K | 4.35K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.01% | 15.02K | 5K | 1.53K | +11.34% |
| Mar 31, 2025 | ADVISOR OS, LLC | 0.01% | 18.58K | 5.78K | 0 | 0 |
| Mar 31, 2025 | LEIGH BALDWIN & CO., LLC | 0.01% | 16.75K | 5.21K | 16.75K | +100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.01% | 17.7K | 5.51K | 0 | 0 |
| Mar 31, 2025 | CONTINUUM ADVISORY, LLC | 0% | 3.05K | 949 | 0 | 0 |
| Mar 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0% | 11.97K | 3.72K | 11.97K | +100.00% |
| Mar 31, 2025 | GROUP ONE TRADING, L.P. | 0.01% | 17.79K | 5.53K | -85 | -0.48% |
| Mar 31, 2025 | MARCUM WEALTH, LLC | 0.01% | 25K | 7.78K | 0 | 0 |
| Mar 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 27.47K | 8.69K | 0 | 0 |
| Mar 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 52.7K | 16.48K | 4K | +8.21% |
| Mar 31, 2025 | PFG INVESTMENTS, LLC | 0.02% | 54.69K | 17.01K | -27.9K | -33.78% |
| Mar 31, 2025 | GUILD INVESTMENT MANAGEMENT, INC. | 0.02% | 70.5K | 21.93K | 70.5K | +100.00% |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 66.9K | 20.2K | -3.6K | -5.11% |
| Mar 31, 2025 | SCOTIA CAPITAL INC. | 0.01% | 17.05K | 5.33K | 17.05K | +100.00% |
| Mar 31, 2025 | BLUE ZONE WEALTH ADVISORS, LLC | 0.01% | 15.97K | 4.97K | 0 | 0 |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0% | 200 | 66 | 0 | 0 |
| Mar 31, 2025 | MARINER, LLC | 0% | 0 | - | -24.68K | -100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.01% | 19.9K | 6.19K | 18.6K | +1,430.77% |
| Mar 31, 2025 | MORGAN STANLEY | 0.36% | 1.07M | 333.1K | 21.8K | +2.08% |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.14% | 423.37K | 131.67K | 33.5K | +8.59% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.1% | 306.26K | 95.25K | -8.19K | -2.61% |
| Mar 31, 2025 | INTEGRITY WEALTH SOLUTIONS LLC | 0.1% | 291K | 90.5K | 0 | 0 |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 242.67K | 75.47K | -288.73K | -54.33% |
| Mar 31, 2025 | FINANCIAL SENSE ADVISORS, INC. | 0.08% | 238.48K | 74.17K | 70K | +41.55% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0.08% | 237.95K | 74.42K | 4.95K | +2.12% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 32.97K | 10.25K | 5.5K | +20.02% |
| Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 30.49K | 9.48K | 0 | 0 |
| Mar 31, 2025 | TORONTO DOMINION BANK | 0.01% | 30.22K | 9.45K | 3.17K | +11.71% |
| Mar 31, 2025 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.01% | 30K | 9.33K | 0 | 0 |
| Mar 31, 2025 | SPROTT INC. | 0.05% | 145.45K | 45.24K | 0 | 0 |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.04% | 117.37K | 36.5K | 0 | 0 |
| Mar 31, 2025 | WATERFRONT WEALTH INC. | 0.03% | 75.17K | 23.38K | 0 | 0 |
| Jun 30, 2022 | FIRST FOUNDATION ADVISORS | 0% | 0 | - | -117.37K | -100.00% |
| Jun 30, 2022 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 34.91K | 10K | 0 | 0 |
| Jun 30, 2022 | MARCUM WEALTH, LLC | 0% | 0 | - | -25K | -100.00% |
| Jun 30, 2022 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -30K | -100.00% |
| Jun 30, 2022 | BEDEL FINANCIAL CONSULTING, INC. | 0% | 0 | - | -61K | -100.00% |
| Jun 30, 2022 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -57.9K | -100.00% |
| Jun 30, 2022 | KOSHINSKI ASSET MANAGEMENT, INC. | 0% | 0 | - | -29.19K | -100.00% |
| Jun 30, 2022 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -950 | -100.00% |
| Jun 30, 2022 | UBS GROUP AG | 0% | 0 | - | -18.74K | -100.00% |
| Jun 30, 2022 | ALLWORTH FINANCIAL LP | 0% | 0 | - | -200 | -100.00% |
| Jun 30, 2022 | PROSPERA FINANCIAL SERVICES INC | 0% | 0 | - | -1.3K | -100.00% |
| Jun 30, 2022 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -130.95K | -100.00% |
| Jun 30, 2022 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 0 | - | -5K | -100.00% |
| Jun 30, 2022 | CITADEL ADVISORS LLC | 0% | 0 | - | -119.43K | -100.00% |
| Jun 30, 2022 | CIBC WORLD MARKET INC. | 0% | 0 | - | -17K | -100.00% |
| Jun 30, 2022 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 0 | - | -45.3K | -100.00% |
| Jun 30, 2022 | LPL FINANCIAL LLC | 0% | 0 | - | -46.03K | -100.00% |
| Jun 30, 2022 | MILLENNIUM MANAGEMENT LLC | 0% | 0 | - | -44.91K | -100.00% |
| Jun 30, 2022 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -7.5K | -100.00% |
| Jun 30, 2022 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -2K | -100.00% |
| Jun 30, 2022 | RENAISSANCE TECHNOLOGIES LLC | 0% | 0 | - | -611K | -100.00% |
| Jun 30, 2022 | ROYAL BANK OF CANADA | 0% | 0 | - | -10.65K | -100.00% |
| Jun 30, 2022 | TORONTO DOMINION BANK | 0% | 0 | - | -1.23K | -100.00% |
| Jun 30, 2022 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -60.16K | -100.00% |
| Jun 30, 2022 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -277.5K | -100.00% |
| Jun 30, 2022 | CREATIVE PLANNING | 0% | 0 | - | -20K | -100.00% |
| Jun 30, 2022 | CREDIT AGRICOLE S A | 0% | 0 | - | -5K | -100.00% |
| Jun 30, 2022 | WEDBUSH SECURITIES INC | 0% | 0 | - | -10K | -100.00% |
| Jun 30, 2022 | SCOTIA CAPITAL INC. | 0% | 0 | - | -29.08K | -100.00% |
| Jun 30, 2022 | GUILD INVESTMENT MANAGEMENT, INC. | 0% | 0 | - | -418K | -100.00% |
| Jun 30, 2022 | VIRTU FINANCIAL LLC | 0% | 0 | - | -144.15K | -100.00% |
| Jun 30, 2022 | SIMPLEX TRADING, LLC | 0% | 0 | - | -1.25K | -100.00% |
| Jun 30, 2022 | HAP TRADING, LLC | 0% | 0 | - | -35.7K | -100.00% |
| Jun 30, 2022 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -250.5K | -100.00% |
| Jun 30, 2022 | EUDAIMONIA PARTNERS, LLC | 0% | 0 | - | -19.2K | -100.00% |
| Jun 30, 2022 | MADDEN SECURITIES CORP | 0% | 0 | - | -19.1K | -100.00% |
| Jun 30, 2022 | BLUE ZONE WEALTH ADVISORS, LLC | 0% | 0 | - | -15.97K | -100.00% |
| Jun 30, 2022 | MORGAN STANLEY | 0% | 0 | - | -94.07K | -100.00% |
| Mar 31, 2022 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0% | 950 | - | 0 | 0 |
| Mar 31, 2022 | TORONTO DOMINION BANK | 0% | 1.23K | - | 1.23K | +100.00% |
| Mar 31, 2022 | PROSPERA FINANCIAL SERVICES INC | 0% | 1.3K | - | 1.3K | +100.00% |
| Mar 31, 2022 | BANK OF AMERICA CORP /DE/ | 0% | 2K | 1K | 0 | 0 |
| Mar 31, 2022 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0% | 5K | 2K | 0 | 0 |
| Mar 31, 2022 | CREDIT AGRICOLE S A | 0% | 5K | 2K | 0 | 0 |
| Mar 31, 2022 | FIRST FOUNDATION ADVISORS | 0.04% | 117.37K | 36K | 0 | 0 |
| Mar 31, 2022 | RENAISSANCE TECHNOLOGIES LLC | 0.23% | 611K | 189K | 467.27K | +325.11% |
| Mar 31, 2022 | CITADEL ADVISORS LLC | 0.02% | 39.9K | 12K | -36.6K | -47.84% |
| Mar 31, 2022 | VIRTU FINANCIAL LLC | 0.05% | 144.15K | 45K | 144.15K | +100.00% |
| Mar 31, 2022 | HIGHTOWER ADVISORS, LLC | 0.1% | 250.5K | 78K | 3K | +1.21% |
| Mar 31, 2022 | BANK OF MONTREAL /CAN/ | 0.11% | 277.5K | 89K | 0 | 0 |
| Mar 31, 2022 | GUILD INVESTMENT MANAGEMENT, INC. | 0.16% | 418K | 129K | 18K | +4.50% |
| Mar 31, 2022 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 7.5K | 2K | 0 | 0 |
| Mar 31, 2022 | WEDBUSH SECURITIES INC | 0% | 10K | 3K | 0 | 0 |
| Mar 31, 2022 | ROYAL BANK OF CANADA | 0% | 10.65K | 3K | 2.15K | +25.27% |
| Mar 31, 2022 | BLUE ZONE WEALTH ADVISORS, LLC | 0.01% | 15.97K | 5K | 15.97K | +100.00% |
| Mar 31, 2022 | CIBC WORLD MARKET INC. | 0.01% | 17K | 5K | 17K | +100.00% |
| Mar 31, 2022 | UBS GROUP AG | 0.01% | 18.74K | 6K | 15.59K | +493.98% |
| Mar 31, 2022 | MADDEN SECURITIES CORP | 0.01% | 19.1K | 6K | 5K | +35.46% |
| Mar 31, 2022 | EUDAIMONIA PARTNERS, LLC | 0.01% | 19.2K | 6K | 19.2K | +100.00% |
| Mar 31, 2022 | CREATIVE PLANNING | 0.01% | 20K | 6K | 0 | 0 |
| Mar 31, 2022 | MARCUM WEALTH, LLC | 0.01% | 25K | 8K | 0 | 0 |
| Mar 31, 2022 | SCOTIA CAPITAL INC. | 0.01% | 29.08K | 9K | -921 | -3.07% |
| Mar 31, 2022 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.01% | 29.19K | 2.89M | 29.19K | +100.00% |
| Mar 31, 2022 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.01% | 30K | 9K | 0 | 0 |
| Mar 31, 2022 | CAPTRUST FINANCIAL ADVISORS | 0.01% | 34.91K | 10K | 0 | 0 |
| Mar 31, 2022 | HAP TRADING, LLC | 0.01% | 35.7K | 1K | 35.7K | +100.00% |
| Mar 31, 2022 | MILLENNIUM MANAGEMENT LLC | 0.02% | 44.91K | 14K | -7.9K | -14.97% |
| Mar 31, 2022 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 45.3K | 14K | 9K | +24.79% |
| Mar 31, 2022 | LPL FINANCIAL LLC | 0.02% | 46.03K | 14K | 0 | 0 |
| Mar 31, 2022 | INTRUA FINANCIAL, LLC | 0% | 0 | - | -20K | -100.00% |
| Mar 31, 2022 | SIMPLEX TRADING, LLC | 0% | 0 | - | -9.45K | -100.00% |
| Mar 31, 2022 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -140.08K | -100.00% |
| Mar 31, 2022 | FINANCIAL SENSE ADVISORS, INC. | 0% | 0 | - | -115.49K | -100.00% |
| Mar 31, 2022 | BOSTON FINANCIAL MANGEMENT LLC | 0% | 0 | - | -20.5K | -100.00% |
| Mar 31, 2022 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 57.9K | 18K | 0 | 0 |
| Mar 31, 2022 | GROUP ONE TRADING, L.P. | 0.02% | 60.16K | 19K | 60.16K | +100.00% |
| Mar 31, 2022 | BEDEL FINANCIAL CONSULTING, INC. | 0.02% | 61K | 19K | 0 | 0 |
| Mar 31, 2022 | MORGAN STANLEY | 0.04% | 94.07K | 29K | -44.79K | -32.26% |
| Mar 31, 2022 | 1832 ASSET MANAGEMENT L.P. | 0% | 0 | - | -20.43K | -100.00% |
| Mar 31, 2022 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0% | 0 | - | 0 | 0 |
| Mar 31, 2022 | ALLWORTH FINANCIAL LP | 0% | 200 | - | 0 | 0 |
Among the TRX insiders holding of 1.01% of the stake in company, GOLDBLATT SEYMOUR L, 10 percent owner, holds the largest shares of 13.4K. GEIER INTERNATIONAL STRATEGIES FUND, LLC, 10 percent owner, is the second largest TRX insider with ownership of 5K shares. GIBNEY ROBERT C, Vice President, stands third with possession of 3K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| GOLDBLATT SEYMOUR L | 10 percent owner | 13.4K |
| GEIER INTERNATIONAL STRATEGIES FUND, LLC | 10 percent owner | 5K |
| GIBNEY ROBERT C | Vice President | 3K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jun 10, 2011 | GEIER INTERNATIONAL STRATEGIES FUND, LLC | PURCHASE | 3.00 | 5K | 15K | 5K |
| Apr 29, 2011 | GEIER INTERNATIONAL STRATEGIES FUND, LLC | PURCHASE | 9.00 | 2.25K | 20.25K | 2.25K |
| Jun 30, 2010 | GOLDBLATT SEYMOUR L | SALE | 0.90 | 355.7K | 320.13K | 13.4K |
| Aug 14, 2009 | GOLDBLATT SEYMOUR L | SALE | 0.90 | 25K | 22.61K | 1.75M |
| Aug 13, 2009 | GOLDBLATT SEYMOUR L | SALE | 1.25 | 27K | 33.7K | 1.78M |
| Nov 05, 2007 | GIBNEY ROBERT C | PURCHASE | 7.84 | 1K | 7.84K | 3K |