|
Q3 2024
|
49 |
1,856,252 |
LPLA, CMA, WT, KEY
|
13F-HR
|
11/14/2024 |
000101359424000947 |
|
Q2 2024
|
54 |
2,172,743 |
V puts, MA puts, SYF, LPLA
|
13F-HR
|
8/14/2024 |
000101359424000656 |
|
Q1 2024
|
54 |
1,380,683 |
LPLA, CMA, WT, WBS
|
13F-HR
|
5/15/2024 |
000101359424000476 |
|
Q4 2023
|
45 |
1,164,073 |
WBS, LPLA, TFC, C
|
13F-HR
|
2/14/2024 |
000101359424000160 |
|
Q3 2023
|
46 |
936,033 |
LPLA, BILL, WT, MQ
|
13F-HR
|
11/14/2023 |
000101359423000914 |
|
Q2 2023
|
33 |
552,394 |
LPLA, SOFI puts, BSIG, WT
|
13F-HR
|
8/14/2023 |
000101359423000664 |
|
Q1 2023
|
36 |
686,388 |
LPLA, AXP, C, WT
|
13F-HR
|
5/15/2023 |
000101359423000472 |
|
Q4 2022
|
31 |
661,777 |
XLF puts, SIVB, LPLA, BK
|
13F-HR
|
2/14/2023 |
000101359423000213 |
|
Q3 2022
|
41 |
673,832 |
STT, LPLA, PYPL, WT
|
13F-HR
|
11/14/2022 |
000156761922019711 |
|
Q2 2022
|
28 |
408,048 |
LPLA, WT, COWN, PYPL
|
13F-HR
|
8/15/2022 |
000156761922015961 |
|
Q1 2022
|
36 |
599,330 |
COWN, LPLA, IBKR, RJF
|
13F-HR
|
5/16/2022 |
000156761922010727 |
|
Q4 2021
|
44 |
639,266 |
ALIT, COWN, PACW, WT
|
13F-HR
|
2/14/2022 |
000156761922003908 |
|
Q3 2021
|
57 |
842,537 |
BSIG, ALIT, COWN, SQ
|
13F-HR
|
11/15/2021 |
000156761921020162 |
|
Q2 2021
|
43 |
642,767 |
BSIG, SQ, PYPL, PACW
|
13F-HR
|
8/16/2021 |
000156761921015758 |
|
Q1 2021
|
41 |
797,059 |
SQ, FOLEY TRASIMENE ACQUISTN COR, LPLA, PYPL
|
13F-HR
|
5/17/2021 |
000156761921010322 |
|
Q4 2020
|
43 |
1,103,428 |
GS, PYPL, LPLA, ALLY
|
13F-HR
|
2/16/2021 |
000156761921003757 |
|
Q3 2020
|
48 |
794,689 |
PYPL, GS, FISV, FNF
|
RESTATEMENT
|
12/8/2020 |
000156761920020747 |
|
Q2 2020
|
45 |
612,221 |
PYPL, CNNE, MS, GS
|
13F-HR
|
8/14/2020 |
000156761920015180 |
|
Q1 2020
|
30 |
258,377 |
JPM, GPN, FIS, FHN
|
13F-HR
|
5/15/2020 |
000156761920010275 |
|
Q4 2019
|
38 |
704,397 |
BFH, AXP, SCHW, STT
|
13F-HR
|
2/14/2020 |
000156761920003498 |
|
Q3 2019
|
36 |
452,447 |
ISBC, SNV, ALLY, C
|
13F-HR
|
11/14/2019 |
000156761919021326 |
|
Q2 2019
|
35 |
729,808 |
SNV, LPLA, SC, STL
|
13F-HR
|
8/14/2019 |
000156761919016727 |
|
Q1 2019
|
34 |
611,360 |
MS, SNV, STL, SC
|
13F-HR
|
5/15/2019 |
000156761919010926 |
|
Q4 2018
|
32 |
626,950 |
LPLA, SNV, COF, MTB
|
13F-HR
|
2/14/2019 |
000156761919004168 |
|
Q3 2018
|
36 |
781,252 |
SIVB, C, WTFC, TCF
|
13F-HR
|
11/14/2018 |
000156761918006069 |
|
Q2 2018
|
36 |
634,063 |
WFC, SIVB, TCF, MA
|
13F-HR
|
8/14/2018 |
000156761918000870 |
|
Q1 2018
|
25 |
360,383 |
LPLA, COF, SIVB, SC
|
13F-HR
|
5/15/2018 |
000114036118023568 |
|
Q4 2017
|
34 |
344,632 |
STL, LPLA, AMTD, SC
|
13F-HR
|
2/14/2018 |
000114036118007780 |