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| Keyboard |
| National Financial Services LLC
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|---|---|
| CRD # | 13041 |
| SEC # | 801-50706 |
| CIK # | 0001671550 |
| AUM | |
| Employees | 2,100 (0% Investors, 67% Brokers) |
| Phone | 617-563-8300 |
| Address | 245 Summer Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001671550] | |
| 4 | [0001671550] | |
| SC 13G | [0001671550] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| National Services Inc | Payment Data Systems Inc | [2016-04-07] |
| Firm Profile (Form ADV) | |
|---|---|
| LEI | 549300JRHF1MHHWUAW04 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Payment Data Systems Inc | |
| National Services Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Payment Data Systems Inc USIO
Common Stock
|
2026-03-10 | Sell | 10,000 | $1.27 | 12,700 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-03-09 | Sell | 8,860 | $1.31 | 11,607 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-03-06 | Sell | 6,697 | $1.35 | 9,041 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-03-05 | Sell | 2,787 | $1.38 | 3,846 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-27 | Sell | 5,922 | $1.36 | 8,054 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-26 | Sell | 4,502 | $1.35 | 6,078 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-23 | Sell | 8,961 | $1.34 | 12,008 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-22 | Sell | 7,484 | $1.37 | 10,253 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-21 | Sell | 7,512 | $1.36 | 10,216 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-20 | Sell | 10,000 | $1.36 | 13,600 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-16 | Sell | 6,043 | $1.36 | 8,218 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-15 | Sell | 5,612 | $1.37 | 7,688 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-14 | Sell | 2,112 | $1.37 | 2,893 |
|
Payment Data Systems Inc USIO
Common Stock
|
2026-01-13 | Sell | 5,408 | $1.36 | 7,355 |
|
Payment Data Systems Inc USIO
Common Stock
|
2024-10-01 | Sell | 6,897 | $1.37 | 9,449 |
|
Payment Data Systems Inc USIO
Common Stock
|
2024-09-30 | Sell | 17,513 | $1.39 | 24,343 |
|
Payment Data Systems Inc USIO
Common Stock
|
2024-09-27 | Sell | 7,487 | $1.43 | 10,706 |
|
Payment Data Systems Inc USIO
Common Stock
|
2023-06-20 | Buy | 9,000 | $1.96 | 17,640 |
|
Payment Data Systems Inc USIO
Common Stock
|
2023-06-16 | Buy | 772 | $1.90 | 1,467 |
|
Payment Data Systems Inc USIO
Common Stock
|
2023-06-07 | Buy | 9,000 | $2.06 | 18,540 |
| showing 20 of 31 most recent transactions | |||||