KA
TRMD icon

Kovack Advisors’s TORM TRMD Stock Holding History

Kovack Advisors’s Portfolio TRMD Stock Details TRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Sell
31,738
-82
-0.3% -$2.09K 0.05% 403
2025
Q4 		$623K Buy
31,820
+21,161
+199% +$447K 0.03% 521
2025
Q3 		$220K Buy
10,659
+185
+2% +$3.72K 0.02% 539
2025
Q2 		$174K Buy
+10,474
New +$175K 0.02% 578
2025
Q1 		– Sell
-17,759
Closed -$345K – 634
2024
Q4 		$345K Sell
17,759
-1,933
-10% -$47.1K 0.03% 409
2024
Q3 		$673K Sell
19,692
-1,321
-6% -$48.4K 0.07% 241
2024
Q2 		$815K Buy
21,013
+524
+3% +$18.8K 0.09% 197
2024
Q1 		$716K Buy
20,489
+301
+1% +$10.2K 0.09% 197
2023
Q4 		$614K Buy
20,188
+5,717
+40% +$169K 0.07% 256
2023
Q3 		$398K Buy
+14,471
New +$367K 0.06% 315

Other funds holding TRMD

OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM