Institutions / Ogorek Anthony Joseph /Ny/ /Adv / Activity
Activity — Ogorek Anthony Joseph /Ny/ /Adv
490 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | First Trust Exchange-Traded Fund VIII Common stock | $22.0K | +798K +59837.88% | 798,972 5.46% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-14.0K | -512K -99.38% | 3,183 0.02% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-8.9K | -312K -66.94% | 153,873 1.09% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $7.8K | +91K +481.04% | 110,032 2.35% of portfolio | low |
| Q2 2026 as of | New | 921910683 Common stock | $7.6K | +79K | 78,640 1.87% of portfolio | low |
| Q2 2026 as of | New | 72201R833 Common stock | $7.4K | +74K | 73,805 1.85% of portfolio | low |
| Q2 2026 as of | Trim | Dell Technologies Inc. Common stock | $-6.9K | -16K -78.81% | 4,311 0.46% of portfolio | low |
| Q2 2026 as of | Add | 808524698 Common stock | $6.9K | +304K +180.19% | 473,448 2.66% of portfolio | low |
| Q2 2026 as of | New | 92204H400 Common stock | $6.0K | +58K | 57,890 1.49% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-4.7K | -4K -32.48% | 8,159 2.43% of portfolio | low |
| Q2 2026 as of | Add | 092528603 Common stock | $4.6K | +88K +13.26% | 754,941 9.81% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-4.4K | -4K -32.13% | 8,711 2.30% of portfolio | low |
| Q2 2026 as of | Trim | 61774R205 Common stock | $-4.2K | -44K -22.83% | 149,517 3.51% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $3.1K | +69K | 68,836 0.77% of portfolio | low |
| Q2 2026 as of | New | 092528504 Common stock | $2.3K | +44K | 44,422 0.57% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-2.3K | -46K -7.21% | 589,876 7.34% of portfolio | low |
| Q2 2026 as of | New | 922040845 Common stock | $1.8K | +24K | 24,272 0.46% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-1.8K | -5K -32.63% | 9,855 0.92% of portfolio | low |
| Q2 2026 as of | Exit | 33740U802 Common stock | $-1.8K | -45K -100.00% | 0 | low |
| Q2 2026 as of | Exit | NRK Nuveen New York AMT-Free Quality Municipal Income Fund Closed-End Fund | $-1.7K | -172K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 922908363 Common stock | $-1.5K | -2K -6.97% | 29,036 4.95% of portfolio | low |
| Q2 2026 as of | Trim | 921910725 Common stock | $-1.4K | -18K -11.23% | 139,089 2.84% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-1.4K | -31K -29.86% | 72,699 0.84% of portfolio | low |
| Q2 2026 as of | Add | 922042874 Common stock | $941 | +11K +44.01% | 34,775 0.76% of portfolio | low |
| Q2 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-903 | -3K -30.83% | 5,942 0.50% of portfolio | low |
| Q2 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-820 | -4K -91.11% | 359 0.02% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-787 | -17K -5.59% | 284,386 3.30% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 Common stock | $-754 | -3K -9.65% | 29,849 1.75% of portfolio | low |
| Q2 2026 as of | Trim | 921910840 Common stock | $-742 | -5K -34.36% | 8,670 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 Common stock | $-545 | -19K -3.36% | 541,958 3.90% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-505 | -10K -96.37% | 389 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 37954Y673 Common stock | $-468 | -8K -4.51% | 167,987 2.46% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-447 | -17K -73.06% | 6,168 0.04% of portfolio | low |
| Q2 2026 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-439 | -11K -100.00% | 0 | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $411 | +6K +1286.83% | 6,213 0.11% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $403 | +10K | 10,126 0.10% of portfolio | low |
| Q2 2026 as of | Add | 921909768 Common stock | $397 | +5K +2.22% | 213,815 4.54% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-386 | -1K -5.86% | 21,460 1.54% of portfolio | low |
| Q2 2026 as of | Trim | Micron Technology Inc Common stock | $-369 | -320 -34.71% | 602 0.17% of portfolio | low |
| Q2 2026 as of | Add | 464288661 Common stock | $365 | +3K +30.14% | 13,434 0.39% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $315 | +3K +693.68% | 3,016 0.09% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-302 | -6K -94.67% | 363 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 921946406 Common stock | $241 | +2K +828.80% | 1,709 0.07% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-226 | -5K -12.69% | 32,998 0.39% of portfolio | low |
| Q2 2026 as of | New | G93A5A101 Common stock | $187 | +2K | 1,796 0.05% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $172 | +466 +0.55% | 84,645 7.78% of portfolio | low |
| Q2 2026 as of | Trim | 808524201 Common stock | $-158 | -6K -96.34% | 227 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund VIII Common stock | $-156 | -3K -4.21% | 74,812 0.88% of portfolio | low |
| Q2 2026 as of | Add | 33737A108 Common stock | $139 | +728 +452.17% | 889 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Intel Corp Common stock | $-138 | -988 -25.51% | 2,885 0.10% of portfolio | low |