Stock Transactions

AEGON LTD

Total Bought
753,998
31 transactions
Total Sold
8,521,240
27 transactions
Net
-7,767,242
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP21,006,80316,942,257+4,064,5460.110.090.00sell
BNP PARIBAS FINANCIAL MARKETS6,169,5414,903,701+1,265,8400.040.030.00sell
Quantinno Capital Management LP512,865901,857+388,9920.020.020.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC186,858314,502+127,6440.010.02+0.01buy
Hennion & Walsh Asset Management, Inc.244,643305,138+60,4950.070.09+0.02buy
HANTZ FINANCIAL SERVICES, INC.28,48668,599+40,1130.000.01+0.01buy
SYON CAPITAL LLC30,70169,805+39,1040.010.03+0.02buy
EVERGREEN CAPITAL MANAGEMENT LLC58,76075,265+16,5050.010.010.00buy
Vanguard Personalized Indexing Management, LLC129,214145,282+16,0680.010.010.00buy
Lester Murray Antman dba SimplyRich36,34549,482+13,1370.070.11+0.03buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,57126,849+10,2780.000.00+0.00buy
Vident Advisory, LLC286,689296,235+9,5460.020.020.00buy
Diversify Advisory Services, LLC45,01950,185+5,1660.010.01-0.00buy
DIVERSIFY WEALTH MANAGEMENT, LLC143,517148,335+4,8180.070.06-0.00buy
Burns Matteson Capital Management, LLC19,30323,957+4,6540.070.08+0.01buy
HIGHLAND CAPITAL MANAGEMENT, LLC57,36260,512+3,1500.020.02+0.00buy
CONTRAVISORY INVESTMENT MANAGEMENT, INC.37,33339,655+2,3220.050.06+0.01buy
Legacy Capital Group California, Inc.42,56544,667+2,1020.090.09+0.01buy
JACKSON THORNTON WEALTH MANAGEMENT, LLC11,41013,265+1,8550.010.01+0.00buy
MONTAG A & ASSOCIATES INC1901,739+1,5490.000.00+0.00buy
Versant Capital Management, Inc40,18541,715+1,5300.050.050.00buy
Sivia Capital Partners, LLC22,78824,117+1,3290.060.05-0.00buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC9052,010+1,1050.000.01+0.00buy
Ballentine Partners, LLC58,30659,296+9900.010.010.00buy
CHOREO, LLC64,18065,096+9160.010.01+0.00buy
PERSONAL CFO SOLUTIONS, LLC25,74025,992+2520.030.04+0.00buy
Bell Investment Advisors, Inc3,5653,399+1660.000.000.00sell
EARNED WEALTH ADVISORS, LLC10,19710,341+1440.010.01-0.00buy
Shilanski & Associates, Inc.25,84925,930+810.060.06-0.00buy
Principia Wealth Advisory, LLC3291+590.000.00+0.00buy
Alliance Wealth Advisors, LLC /UT12,06112,114+530.020.02+0.00buy
BAILARD, INC.10,28310,306+230.000.00+0.00buy
SAGE RHINO CAPITAL LLC21,29121,307+160.030.03+0.00buy
MASECO LLP6062+20.000.00+0.00buy
Dorsey & Whitney Trust CO LLC15,79815,750-480.010.01+0.00sell
Henry James International Management Inc.14,34914,260-890.030.03+0.00sell
GeoWealth Management, LLC10,70010,570-1300.000.00+0.00sell
CARY STREET PARTNERS FINANCIAL LLC30,25329,844-4090.010.01+0.00sell
Trek Financial, LLC13,89713,369-5280.010.01-0.00sell
Brooklyn Investment Group34,01333,283-7300.030.03+0.00sell
Aaron Wealth Advisors LLC27,01225,347-1,6650.020.01-0.01sell
CIBC WORLD MARKET INC.333,427331,647-1,7800.010.01+0.00sell
Central Pacific Bank - Trust Division34,00032,200-1,8000.030.03-0.00sell
Callan Family Office, LLC47,58645,536-2,0500.010.01+0.00sell
Laird Norton Wetherby Wealth Management, LLC181,151178,979-2,1720.060.06+0.00sell
FULTON BANK, N.A.30,52227,314-3,2080.010.01-0.00sell
Beverly Hills Private Wealth, LLC21,13117,851-3,2800.030.03-0.00sell
STOCK YARDS BANK & TRUST CO20,85912,849-8,0100.010.00-0.00sell
Ellevest, Inc.45,35136,093-9,2580.050.04-0.01sell
TODD ASSET MANAGEMENT LLC605,650596,251-9,3990.090.10+0.00sell
TOWNSQUARE CAPITAL LLC22,83013,192-9,6380.020.02-0.00sell
Wealthstar Advisors, LLC96,99484,259-12,7350.260.27+0.00sell
AdvisorShares Investments LLC122,183108,071-14,1120.160.14-0.02sell
Dorsey Wright & Associates177,733161,372-16,3610.310.29-0.02sell
Calydon Capital44,93822,469-22,4690.030.03-0.00sell
JACKSON SQUARE CAPITAL, LLC62,74440,131-22,6130.100.07-0.03sell
GRACE & WHITE INC /NY1,247,7421,153,123-94,6191.651.63-0.03sell
DODGE & COX88,737,09085,783,505-2,953,5850.360.37+0.01sell
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