Grundlæggende statistik
| Institutionelle ejere | 191 total, 189 long only, 0 short only, 2 long/short - change of 1,60% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1172 % - change of -25,32% MRQ |
| Institutionelle aktier (lange) | 24.023.301 (ex 13D/G) - change of -0,24MM shares -0,99% MRQ |
| Institutionel værdi (lang) | $ 266.881 USD ($1000) |
Institutionelt ejerskab og aktionærer
DoubleLine Income Solutions Fund (US:DSL) har 191 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,023,301 aktier. Største aktionærer omfatter McGowan Group Asset Management, Inc., Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Stifel Financial Corp, Ameriprise Financial Inc, Raymond James Financial Inc, and Royal Bank Of Canada .
DoubleLine Income Solutions Fund (NYSE:DSL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 10, 2025 is 12,59 / share. Previously, on September 11, 2024, the share price was 12,92 / share. This represents a decline of 2,55% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-05 | 13F | Ghe, Llc | 47.476 | 24,28 | 581 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 20.553 | -14,13 | 252 | -16,61 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 33.193 | 2,38 | 406 | -0,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 0,01 | 123 | 7,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.064 | 2,80 | 13 | 0,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 30.857 | -44,38 | 378 | -46,07 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 42.065 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 197.357 | 69,03 | 2.416 | 61,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36.938 | 2,06 | 452 | -0,88 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17.454 | 0,00 | 214 | -3,18 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 24.709 | -67,18 | 302 | -68,18 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 48.801 | -5,93 | 597 | -8,72 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 33.853 | -22,42 | 414 | -24,73 | ||||
| 2025-08-14 | 13F | Dauntless Investment Group, LLC | 326 | 4 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.068 | 13 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Botty Investors LLC | 15.000 | 0,00 | 184 | -3,17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16.640 | -74,99 | 204 | -75,80 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 33.586 | -14,84 | 411 | -17,30 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 88.344 | -0,25 | 1.081 | -3,14 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 348.993 | 0,00 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.149.726 | 5,13 | 38.553 | 2,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.750 | 21 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 12.822 | 0,00 | 157 | -3,11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.001 | 366,73 | 86 | 372,22 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4.000 | 0,00 | 49 | -4,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.019.319 | 2,13 | 12.476 | -0,87 | ||||
| 2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 15.000 | 2,04 | 184 | -1,08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 16.831 | -1,95 | 206 | -4,63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 744.956 | 1,66 | 9.118 | -1,32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 152.774 | 1,89 | 1.870 | -1,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 230.981 | 5,30 | 2.827 | 2,21 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 114.950 | 1.407 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 6.010 | 0,00 | 74 | -2,67 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 58.052 | -1,18 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 250 | -86,90 | 3 | -87,50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 22.443 | 7,58 | 275 | 4,18 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 45.065 | 1 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51.400 | -3,60 | 629 | -6,40 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 20.000 | -21,83 | 245 | -23,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 39.332 | 0,41 | 481 | -2,43 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 22.300 | 0,00 | 273 | -3,20 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 14.980 | 2,49 | 183 | -0,54 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 53.475 | -3,66 | 1 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 197.436 | 0,00 | 2.417 | -2,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 180.033 | 208,33 | 2.204 | 199,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 500 | 0,00 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.300 | -2,62 | 28 | -3,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 122.001 | -0,92 | 1.493 | -3,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.287 | -0,87 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 160.551 | -3,50 | 1.965 | -6,29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.800 | 0,00 | 22 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17.290 | 0,00 | 212 | -3,21 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 31.832 | 0,04 | 390 | -2,99 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17.595 | -53,16 | 215 | -54,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 400 | 0,00 | 5 | -20,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 40.998 | -7,30 | 502 | -10,05 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 244.126 | 206,71 | 2.988 | 197,91 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.350 | 4,71 | 163 | 1,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 119.061 | 18,49 | 1.457 | 15,00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 102.730 | -12,35 | 1.257 | -14,90 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39.816 | 487 | ||||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18.700 | 0,00 | 229 | -2,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.356 | 143,88 | 17 | 166,67 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 935.733 | 2,60 | 11.453 | -0,42 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 19.136 | 0,00 | 234 | -2,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 563.553 | 6,58 | 6.898 | 3,45 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28.165 | 35,81 | 345 | -10,18 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48.691 | 0,83 | 596 | -1,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 678.431 | 2,66 | 8.298 | -0,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 423.017 | 1,21 | 5.178 | -1,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.595 | 27,02 | 583 | 23,31 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 10.350 | 0,00 | 127 | -3,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13.901 | -29,48 | 170 | -31,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.650 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.135 | 0,00 | 14 | -7,14 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44.265 | 1,37 | 542 | -1,64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5.500 | 0,00 | 69 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416 | 5 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107.267 | 2,51 | 1.313 | -0,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70.692 | 10,08 | 865 | 6,92 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150.542 | 28,17 | 1.843 | 24,38 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 55.500 | -1,77 | 679 | -4,63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.353 | 8,08 | 151 | 7,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12.200 | 149 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 38.609 | -25,80 | 473 | -28,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 15 | 0 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 55.550 | -35,07 | 680 | -37,01 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 14.642 | 179 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cypress Capital Group | 49.895 | 611 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53.750 | -0,92 | 658 | -3,95 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 177.762 | 0,96 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.035 | 0,89 | 25 | -4,00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10.100 | 0,00 | 124 | -3,15 | ||||
| 2025-07-29 | 13F | Creekside Partners | 20.303 | 0,00 | 249 | -3,12 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 207 | 3 | ||||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 40.127 | 0,00 | 491 | -2,96 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 444.190 | 3,04 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56.936 | 7,81 | 1 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 13.575 | 0,00 | 166 | -2,92 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 5.491 | 7,04 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 16.850 | 0,00 | 206 | -2,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.426 | -93,03 | 30 | -93,38 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 49.156 | 30,81 | 602 | 27,06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28.250 | 0,00 | 346 | -3,09 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16.000 | 0,00 | 196 | -2,99 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6.056 | 0,00 | 74 | -2,63 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 56.052 | -2,88 | 686 | -5,64 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 6 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25.774 | 92,07 | 315 | 86,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26.372 | -43,12 | 323 | -44,86 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12.300 | -3,91 | 151 | -6,83 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 850 | 0,00 | 10 | 0,00 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 237.396 | -77,59 | 2.906 | -78,25 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 1.100 | -78,00 | 13 | -79,37 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 1.600 | 220,00 | 20 | 216,67 | |||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35.083 | -30,76 | 429 | -32,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15.545 | -0,85 | 190 | -3,55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56.469 | 691 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176.543 | 1,67 | 2.161 | -1,32 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 922.844 | 3,49 | 11.351 | -1,10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14.986 | 183 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46.094 | -8,67 | 565 | -11,16 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 15.011 | 184 | ||||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3.225.943 | 1,12 | 39.486 | -1,84 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.380.492 | 8,47 | 16.897 | 5,29 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 177.830 | 44,12 | 2.177 | 39,94 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 19.644 | 2,24 | 240 | -0,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.607 | 0,00 | 44 | -2,22 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.350 | 0,00 | 41 | -2,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7.652 | 361,52 | 94 | 389,47 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 94.730 | -0,96 | 1.159 | -3,90 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 21.910 | 0,00 | 268 | -2,90 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 227.512 | 0,27 | 2.785 | -2,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.845 | 0,00 | 72 | -2,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.757 | -57,27 | 144 | -58,67 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 108.535 | -10,56 | 1.328 | -13,20 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 107.657 | 11,66 | 1.314 | 8,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37.273 | 0,02 | 456 | -2,77 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 130.210 | 0,37 | 1.594 | -2,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 428.118 | 4,05 | 5.240 | 1,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13.830 | 16,91 | 169 | 13,42 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 40.550 | 18,86 | 496 | 15,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44.146 | 2,23 | 540 | -0,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.800 | 22 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 630.032 | 0,13 | 7.712 | -2,81 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2025-04-30 | 13F | Ramiah Investment Group | 57.906 | 54,10 | 730 | 59,04 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116.886 | 7,16 | 1.431 | 4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 333 | 4 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 282.852 | 6,21 | 3 | 0,00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28.998 | 1,27 | 355 | -1,12 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 108.346 | 6,04 | 1.326 | 2,95 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 19.121 | -1,19 | 234 | -4,10 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.200 | -7,58 | 149 | -10,24 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 296.789 | 1,50 | 3.576 | -0,39 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 501 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.700 | 70 | ||||||
| 2025-08-13 | 13F | Natixis | 3.381 | -33,16 | 41 | -34,92 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 439.670 | 1,99 | 5.382 | -0,99 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 97.442 | -29,09 | 1.193 | -31,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.984 | 0,00 | 24 | -4,00 | ||||
| 2025-08-28 | NP | FFBYX - First Foundation Fixed Income Fund Class Y | 9.193 | 0,00 | 113 | -2,61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39.056 | 478 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 173 | 0,00 | 2 | 0,00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.437 | 1,84 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 21.016 | 257 | ||||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13.874 | 18,21 | 170 | 14,19 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.686 | 2,74 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.334 | 126 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 360 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 442.278 | -1,27 | 5.413 | -4,16 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15.700 | 16,64 | 192 | 13,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.950 | 68,57 | 36 | 63,64 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59.817 | 732 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 591.707 | -26,76 | 7 | -30,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.000 | 0,00 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 2.200 | 450,00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 14.600 | 40,38 | 0 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14.303 | 30,39 | 175 | 26,81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.670 | 0,00 | 33 | -3,03 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 72.385 | -2,66 | 1 | |||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 83.264 | -0,93 | 1.019 | -3,78 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 86.918 | -3,64 | 1.055 | 0,19 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 607.965 | 3,18 | 7.441 | 0,13 | ||||
| 2025-07-11 | 13F | Bell Bank | 13.656 | 0,00 | 167 | -2,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 144.406 | 1,30 | 1.768 | -1,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 499 | 110,55 | 6 | 200,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18.600 | 1.228,57 | 228 | 1.235,29 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.839 | 303,75 | 194 | 293,88 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 223.740 | 4,72 | 2.739 | 1,63 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17.814 | -23,21 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 26.600 | 3,91 | 314 | -2,18 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 81.169 | 304,17 | 994 | 292,49 |
