Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schneider Electric S.E. - Depositary Receipt (Common Stock), omfatter Zevin Asset Management Llc, Liberty Wealth Management Llc, AIWEX - World Energy Fund Institutional, Myriad Asset Management US LP, Trivant Custom Portfolio Group, LLC, BFSIX - BFS Equity Fund Institutional Class, Fedenia Advisers LLC, ENDW - Cambria Endowment Style ETF, Nbc Securities, Inc., TEC - Harbor Transformative Technologies ETF, og Salomon & Ludwin, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 28.864 | 19,57 | 1.541 | 38,99 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.763 | 88 | ||||||
| 2025-07-29 | NP | FFND - The Future Fund Active ETF | 14.681 | 18,24 | 736 | 22,87 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 146.234 | 8 | ||||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 23.370 | 1,13 | 1.179 | 6,03 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 400 | 21 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 64 | 3 | ||||||
| 2025-07-23 | 13F | Kidder Stephen W | 139.789 | 0,54 | 7.462 | 16,87 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 59.249 | 0,45 | 3.163 | 16,77 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 843 | 0 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 3.967 | 212 | ||||||
| 2025-07-11 | 13F | Cardinal Capital Management, Inc. | 381.875 | 6.793,05 | 20.384 | 7.925,20 | ||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 6.497 | 11,31 | 347 | 29,10 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.593 | 89,64 | 84 | 121,05 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 18.444 | 985 | ||||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 36.231 | 1 | ||||||
| 2025-06-27 | NP | TEC - Harbor Transformative Technologies ETF | 791 | 37 | ||||||
| 2025-07-23 | 13F | Notis-McConarty Edward | 79.564 | 1,82 | 4.247 | 18,37 | ||||
| 2025-07-25 | 13F | Delaney Dennis R | 95.215 | 2,15 | 5.083 | 18,74 | ||||
| 2025-06-27 | NP | SPWO - SP Funds S&P World (ex-US) ETF | 8.839 | 33,50 | 409 | 22,16 | ||||
| 2025-04-29 | NP | BFSIX - BFS Equity Fund Institutional Class | 10.000 | 482 | ||||||
| 2025-07-23 | 13F | Dempze Nancy E | 88.445 | 2,54 | 4.721 | 19,22 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 7.393 | 395 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 56.608 | 0,91 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 128.132 | 45,65 | 6.792 | 69,59 | ||||
| 2025-06-17 | NP | GSBIX - Goldman Sachs Income Builder Fund Institutional | 180.088 | 0,23 | 8.333 | -8,12 | ||||
| 2025-08-29 | NP | DIVGX - Guardian Dividend Growth Fund Class I | 22.031 | 22,20 | 1.176 | 42,20 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 25.191 | 1.345 | ||||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 11.530 | 27,69 | 615 | 48,55 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 283 | 15 | ||||||
| 2025-07-25 | NP | AIWEX - World Energy Fund Institutional | 30.000 | 1.504 | ||||||
| 2025-07-28 | 13F | Elefante Mark B | 62.982 | 3,24 | 3.362 | 19,99 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 260.863 | 3,00 | 13.925 | 19,74 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7.353 | 25,31 | 393 | 45,72 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 32 | 2 | ||||||
| 2025-08-27 | NP | ACIFX - Advisors Capital International Fund | 10.200 | 88,89 | 544 | 120,24 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 633.444 | 2,10 | 33.813 | 18,68 |
