| Umpqua Bank |
2024 Q1
|
5/13/2024 |
260
|
$240 M
|
| Gridiron Partners, LLC |
2024 Q1
|
5/13/2024 |
63
|
$160 M
|
| First American Financial Corp |
2024 Q1
|
5/13/2024 |
4
|
$320 M
|
| FRANKLIN RESOURCES INC |
2024 Q1
|
5/13/2024 |
11,977
|
$320 B
|
| Bare Financial Services, Inc |
2024 Q1
|
5/13/2024 |
135
|
$100 M
|
| Atlas Financial Advisors, Inc. |
2024 Q1
|
5/13/2024 |
35
|
$64 M
|
| Capital Investment Services of America, Inc. |
2024 Q1
|
5/13/2024 |
74
|
$1.0 B
|
| Sovereign Investment Advisors, LLC |
2024 Q1
|
5/13/2024 |
34
|
$290 M
|
| DE BURLO GROUP INC |
2024 Q1
|
5/13/2024 |
84
|
$750 M
|
| Balyasny Asset Management L.P. |
2024 Q1
|
5/13/2024 |
2,605
|
$57 B
|
| Varma Mutual Pension Insurance Co |
2024 Q1
|
5/13/2024 |
355
|
$12 B
|
| CAPE ANN SAVINGS BANK |
2024 Q1
|
5/13/2024 |
85
|
$160 M
|
| Key Financial Inc |
2024 Q1 - RESTATEMENT
|
5/13/2024 |
1,312
|
$390 M
|
| Heard Capital LLC |
2024 Q1
|
5/13/2024 |
24
|
$1.6 B
|
| COOPER CREEK PARTNERS MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
107
|
$2.6 B
|
| Harvest Investment Services, LLC |
2024 Q1
|
5/13/2024 |
167
|
$250 M
|
| JSF Financial, LLC |
2024 Q1
|
5/13/2024 |
108
|
$320 M
|
| Venture Visionary Partners LLC |
2024 Q1
|
5/13/2024 |
553
|
$2.1 B
|
| TRV GP IV, LLC |
2024 Q1
|
5/13/2024 |
3
|
$210 M
|
| Schreiber John |
2024 Q1
|
5/13/2024 |
1
|
$0
|
| John & Kathleen Schreiber Foundation |
2024 Q1
|
5/13/2024 |
3
|
$160 M
|
| TRAVELERS COMPANIES, INC. |
2024 Q1
|
5/13/2024 |
2
|
$170 M
|
| Innovius Capital Management, LLC |
2024 Q1
|
5/13/2024 |
2
|
$89 M
|
| LEGACY FINANCIAL GROUP, INC. |
2024 Q1
|
5/13/2024 |
74
|
$250 M
|
| Mason Investment Advisory Services, Inc. |
2024 Q1
|
5/13/2024 |
67
|
$1.4 B
|
| Thomas J. Herzfeld Advisors, Inc. |
2024 Q1
|
5/13/2024 |
151
|
$280 M
|
| DIMENSION CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
114
|
$500 M
|
| EverSource Wealth Advisors, LLC |
2024 Q1
|
5/13/2024 |
6,812
|
$1.1 B
|
| Caligan Partners LP |
2024 Q1
|
5/13/2024 |
12
|
$380 M
|
| Stevard, LLC |
2024 Q1
|
5/13/2024 |
54
|
$110 M
|
| TD Capital Management LLC |
2024 Q1 - RESTATEMENT
|
5/13/2024 |
534
|
$940 M
|
| Graves Light Lenhart Wealth, Inc. |
2023 Q4 - RESTATEMENT
|
5/13/2024 |
181
|
$810 M
|
| Templeton & Phillips Capital Management, LLC |
2024 Q1
|
5/13/2024 |
41
|
$110 M
|
| Pine Brook Road Advisors, L.P. |
2024 Q1
|
5/13/2024 |
3
|
$250 M
|
| CIBC WORLD MARKET INC. |
2024 Q1
|
5/13/2024 |
1,284
|
$42 B
|
| ROI Financial Advisors, LLC |
2024 Q1
|
5/13/2024 |
63
|
$130 M
|
| Vesa Equity Investment S.a r.l. |
2024 Q1
|
5/13/2024 |
1
|
$330 M
|
| StepStone Group LP |
2024 Q1
|
5/13/2024 |
21
|
$470 M
|
| PERSONAL CFO SOLUTIONS, LLC |
2024 Q1
|
5/13/2024 |
541
|
$640 M
|
| Thematics Asset Management |
2024 Q1
|
5/13/2024 |
140
|
$2.4 B
|
| Diana Davis Spencer Foundation |
2024 Q1
|
5/13/2024 |
3
|
$260 M
|
| OSSIAM |
2024 Q1
|
5/13/2024 |
626
|
$5.7 B
|
| GLENDON CAPITAL MANAGEMENT LP |
2024 Q1
|
5/13/2024 |
22
|
$1.3 B
|
| OSTRUM ASSET MANAGEMENT |
2024 Q1
|
5/13/2024 |
654
|
$1.3 B
|
| CONTINENTAL GRAIN CO |
2024 Q1
|
5/13/2024 |
2
|
$150 M
|
| FWL INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
242
|
$180 M
|
| Castle Hook Partners LP |
2024 Q1
|
5/13/2024 |
56
|
$3.6 B
|
| Natixis Investment Managers, LLC |
2024 Q1
|
5/13/2024 |
4
|
$65 M
|
| Propel Bio Management, LLC |
2024 Q1
|
5/13/2024 |
29
|
$170 M
|
| AKRE CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
20
|
$12 B
|
| Karpus Management, Inc. |
2024 Q1
|
5/13/2024 |
239
|
$3.5 B
|
| Natixis Investment Managers International |
2024 Q1
|
5/13/2024 |
217
|
$1.5 B
|
| CCMP Capital GP, LLC |
2024 Q1
|
5/13/2024 |
1
|
$0
|
| MIROVA |
2024 Q1
|
5/13/2024 |
135
|
$560 M
|
| HAP Trading, LLC |
2024 Q1
|
5/13/2024 |
687
|
$870 M
|
| Herr Investment Group LLC |
2024 Q1
|
5/13/2024 |
74
|
$380 M
|
| Meritage Group LP |
2024 Q1
|
5/13/2024 |
57
|
$4.2 B
|
| PLATINUM INVESTMENT MANAGEMENT LTD |
2024 Q1
|
5/13/2024 |
139
|
$2.5 B
|
| NATIXIS |
2024 Q1
|
5/13/2024 |
1,039
|
$19 B
|
| Alibaba Group Holding Ltd |
2024 Q1
|
5/13/2024 |
6
|
$150 M
|
| Index Fund Advisors, Inc. |
2024 Q1
|
5/13/2024 |
96
|
$1.8 B
|
| Paragon Capital Management LLC |
2024 Q1
|
5/13/2024 |
53
|
$190 M
|
| ClearBridge Investments Ltd |
2024 Q1
|
5/13/2024 |
23
|
$3.5 B
|
| Goepper Burkhardt LLC |
2024 Q1
|
5/13/2024 |
81
|
$210 M
|
| UniSuper Management Pty Ltd |
2024 Q1
|
5/13/2024 |
1,006
|
$10 B
|
| Clearbridge Investments, LLC |
2024 Q1
|
5/13/2024 |
819
|
$130 B
|
| Aequim Alternative Investments LP |
2024 Q1
|
5/13/2024 |
101
|
$2.7 B
|
| Cedar Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
345
|
$300 M
|
| SEVEN EIGHT CAPITAL, LP |
2024 Q1
|
5/13/2024 |
582
|
$960 M
|
| BASSO CAPITAL MANAGEMENT, L.P. |
2024 Q1
|
5/13/2024 |
70
|
$110 M
|
| Shakespeare Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
87
|
$340 M
|
| Texas Capital Bank Wealth Management Services Inc |
2024 Q1
|
5/13/2024 |
205
|
$910 M
|
| Balanced Rock Investment Advisors LLC |
2024 Q1
|
5/13/2024 |
88
|
$120 M
|
| Promethos Capital, LLC |
2024 Q1
|
5/13/2024 |
73
|
$170 M
|
| INVESCO, LLC |
2024 Q1
|
5/13/2024 |
155
|
$240 M
|
| Texas Capital Bancshares Inc/TX |
2024 Q1
|
5/13/2024 |
128
|
$220 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
90
|
$240 M
|
| Intrepid Financial Planning Group LLC |
2024 Q1
|
5/13/2024 |
128
|
$230 M
|
| GAM Holding AG |
2024 Q1
|
5/13/2024 |
216
|
$1.4 B
|
| Graves Light Lenhart Wealth, Inc. |
2024 Q1
|
5/13/2024 |
185
|
$860 M
|
| MARVIN & PALMER ASSOCIATES INC |
2024 Q1
|
5/13/2024 |
28
|
$100 M
|
| BERKSHIRE CAPITAL HOLDINGS INC |
2024 Q1
|
5/13/2024 |
89
|
$250 M
|
| Venator Management LLC |
2024 Q1
|
5/13/2024 |
28
|
$340 M
|
| WELCH CAPITAL PARTNERS LLC/NY |
2024 Q1
|
5/13/2024 |
21
|
$400 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2024 Q1
|
5/13/2024 |
2,327
|
$28 B
|
| Parafestas Anastasios |
2024 Q1
|
5/13/2024 |
2
|
$870.00
|
| GEODE CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
4,609
|
$1.1 T
|
| Spinnaker Capital LLC |
2024 Q1
|
5/13/2024 |
1
|
$740.00
|
| MARTIN CURRIE LTD |
2024 Q1
|
5/13/2024 |
91
|
$3.3 B
|
| Bollard Group LLC |
2024 Q1
|
5/13/2024 |
305
|
$3.3 B
|
| KIM, LLC |
2024 Q1
|
5/13/2024 |
256
|
$950 M
|
| Thrive Capital Management, LLC |
2024 Q1
|
5/13/2024 |
120
|
$190 M
|
| DigitalBridge Group, Inc. |
2024 Q1
|
5/13/2024 |
136
|
$1.1 B
|
| PRING TURNER CAPITAL GROUP INC |
2024 Q1
|
5/13/2024 |
67
|
$140 M
|
| GARDNER LEWIS ASSET MANAGEMENT L P |
2024 Q1
|
5/13/2024 |
64
|
$370 M
|
| Western Asset Management Company, LLC |
2024 Q1
|
5/13/2024 |
14
|
$100 M
|
| Ranch Capital Advisors Inc. |
2024 Q1
|
5/13/2024 |
154
|
$190 M
|
| Spectrum Financial Alliance Ltd LLC |
2024 Q1
|
5/13/2024 |
14
|
$260 M
|
| CBIZ Investment Advisory Services, LLC |
2024 Q1
|
5/13/2024 |
357
|
$1.4 B
|
| KOCH INDUSTRIES INC |
2024 Q1
|
5/13/2024 |
7
|
$660 M
|