Rockefeller Capital Management L.P.
· Reduced
Change
−145K
Date
Q1 2026
CE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
· Reduced
Change
−145K
Date
Q1 2026
|
Rockefeller Capital Management L.P. | Reduced· Q1 2026 | – | −145K | – | Q1 2026 | |||||
|
Shaker Financial Services, LLC
· Reduced
Change
−83K
Date
Q1 2026
|
Shaker Financial Services, LLC | Reduced· Q1 2026 | – | −83K | – | Q1 2026 | |||||
|
Cohen & Steers, Inc.
· New
Change
+44K
Date
Q1 2026
|
Cohen & Steers, Inc. | New· Q1 2026 | – | +44K | – | Q1 2026 | |||||
|
Blue Bell Private Wealth Management, LLC
· Added
Change
+38K
Date
Q1 2026
|
Blue Bell Private Wealth Management, LLC | Added· Q1 2026 | – | +38K | – | Q1 2026 | |||||
|
Steward Partners Investment Advisory, LLC
· Added
Change
+29K
Date
Q1 2026
|
Steward Partners Investment Advisory, LLC | Added· Q1 2026 | – | +29K | – | Q1 2026 | |||||
|
Raymond James Financial Inc
· Reduced
Change
−23K
Date
Q1 2026
|
Raymond James Financial Inc | Reduced· Q1 2026 | – | −23K | – | Q1 2026 | |||||
|
Thomas J. Herzfeld Advisors, Inc.
· Reduced
Change
−18K
Date
Q1 2026
|
Thomas J. Herzfeld Advisors, Inc. | Reduced· Q1 2026 | – | −18K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−10K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −10K | – | Q1 2026 | |||||
|
Caldwell Sutter Capital, Inc.
· Added
Change
+9K
Date
Q1 2026
|
Caldwell Sutter Capital, Inc. | Added· Q1 2026 | – | +9K | – | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−8K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −8K | – | Q1 2026 | |||||
|
Guggenheim Capital LLC
· Exited
Change
−7K
Δ Own
−100.0%
Date
Q1 2026
|
Guggenheim Capital LLC | Exited· Q1 2026 | – | −7K | −100.0% | Q1 2026 | |||||
|
Neville Rodie & Shaw Inc
· Reduced
Change
−7K
Date
Q1 2026
|
Neville Rodie & Shaw Inc | Reduced· Q1 2026 | – | −7K | – | Q1 2026 | |||||
|
Quad-Cities Investment Group, LLC
· Exited
Change
−6K
Δ Own
−100.0%
Date
Q1 2026
|
Quad-Cities Investment Group, LLC | Exited· Q1 2026 | – | −6K | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Reduced
Change
−6K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −6K | – | Q1 2026 | |||||
|
Bulldog Investors, LLP
· Added
Change
+6K
Date
Q1 2026
|
Bulldog Investors, LLP | Added· Q1 2026 | – | +6K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hill John C.
· Director
2 operations
+$12K
|
Hill John C. | Director | 2 operations | $51.87 | +233 | +$12K | 906 | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Blackford Leo Price
· Director
Buy
+$11K
|
Blackford Leo Price | Director | Buy | $52.38 | +204 | +$11K | 48K | +0.4% | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-38K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -38K | – | 9.5M | −0.4% | Jun 18, 2026 | Jun 23, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.5M | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.5M | – | Apr 22, 2026 | Apr 24, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-20K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -20K | – | 9.6M | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.6M | – | Feb 26, 2026 | Mar 2, 2026 | |||||||||
|
Hill John C.
· Director, Officer
Buy
+$25K
|
Hill John C. | Director, Officer | Buy | $50.91 | +500 | +$25K | 77K | – | Dec 29, 2025 | Jan 6, 2026 | |||||||||
|
Hill John C.
· Director
Buy
+$5K
|
Hill John C. | Director | Buy | $50.70 | +100 | +$5K | 73K | – | Nov 7, 2025 | Nov 12, 2025 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-41K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -41K | – | 9.4M | – | Jul 31, 2025 | Aug 4, 2025 | |||||||||
56 reporting institutions disclosed CET position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.