Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares MSCI Switzerland ETF, omfatter CSM Advisors, LLC, Insigneo Advisory Services, Llc, Forum Finance Group S.A., Empowered Funds, LLC, United Asset Strategies, Inc., Howe & Rusling Inc, Turtle Creek Wealth Advisors, LLC, RWM Asset Management, LLC, Mcguire Capital Advisors Inc, Harwood Advisory Group, LLC, Eukles Asset Management, Mount Yale Investment Advisors, LLC, og Western Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.057 | 95,65 | 415 | 92,13 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.313 | 9,23 | 77 | 6,94 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 29.501 | 2,62 | 1.735 | 0,64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13.719 | 1,69 | 807 | -0,25 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4.970 | 0,59 | 292 | -1,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 18.156 | 6,42 | 1.068 | 4,40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.380 | 9,00 | 203 | 18,13 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 285 | 17 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.031 | 61 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 3.075 | 35,28 | 181 | 32,35 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 26 | 8,33 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3.966 | 8,69 | 233 | 6,88 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 4.663 | 34,89 | 274 | 32,37 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4.564 | 14,53 | 268 | 12,61 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 36.328 | 42,03 | 1.347 | -12,13 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 541.025 | 8,00 | 31.818 | 5,93 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 145 | 9 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 287.117 | 20,84 | 16.885 | 18,52 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 7.657 | 102,19 | 450 | 98,24 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 31.461 | 8,13 | 1.850 | 6,08 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 293.507 | 156,37 | 17.261 | 171,31 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.061.526 | 6,17 | 62.428 | 4,13 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 453.328 | 1.467,96 | 27 | 2.500,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.107.897 | 6,16 | 123.965 | 4,12 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 131.595 | 4,06 | 7.739 | 2,07 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 2.277 | 0,66 | 134 | -1,48 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 21 | 1 | ||||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 4.917 | 289 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.281 | 15,42 | 415 | 9,52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.054 | 12,39 | 885 | 10,21 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4.476 | 263 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39.373 | 2,73 | 2.316 | 0,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10.080 | 593 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1.039 | 4.229,17 | 62 | 6.100,00 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 5.768 | 22,59 | 332 | 16,96 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 12.780 | 20,33 | 752 | 18,08 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 25.642 | 1.508 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 898.227 | 131,51 | 52.825 | 127,07 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 160 | 53,85 | 9 | 50,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 124.243 | 21,47 | 7.307 | 19,15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 298 | 18 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30 | 2 | ||||||
| 2026-04-16 | 13F | Polianta Ltd | 258.700 | 15 | ||||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 541.025 | 8,00 | 31.818 | 5,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4.956 | 2,25 | 291 | 0,34 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4.588 | 30,49 | 270 | 28,10 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 303.248 | 4,55 | 17.834 | 2,54 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 341 | 296,51 | 20 | 300,00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18.031 | 67,19 | 1.060 | 64,09 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 242 | 14 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 13.769 | 8,41 | 810 | 6,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 967 | 16.016,67 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 22.779 | 8,09 | 1.340 | 6,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 46.340 | 3,00 | 2.725 | 1,04 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 37 | 2 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 76 | 10,14 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 125.028 | 501,99 | 7.353 | 490,52 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.095 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.093 | 32,97 | 64 | 30,61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64.732 | 2,37 | 3.881 | 2,37 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 322.546 | 2,11 | 18.969 | 0,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.434 | 202 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 74.684 | 4 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 13.512 | 5,52 | 795 | 3,52 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 250 | 15 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 45.367 | 42,15 | 2.668 | 39,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4.036 | 1,03 | 237 | -0,84 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 31.717 | 366,22 | 1.865 | 358,23 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 12.855 | 45,78 | 756 | 43,18 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 13.194 | 28,40 | 776 | 25,81 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 27.125 | 6,11 | 1.595 | 4,11 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 245 | 14 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 36.114 | 20,40 | 2.124 | 18,08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.636 | 96 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 118.956 | 24,42 | 6.996 | 22,03 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 4.220 | 20,92 | 248 | 18,66 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 100 | 6 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 28.202 | 11,21 | 1.659 | 9,08 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 664 | 39 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 6.700 | 10,29 | 394 | 8,24 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 40 | 2 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.126 | 793,65 | 67 | 857,14 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4.515 | 25,59 | 266 | 23,26 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 6.253 | 0 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 70.664 | 10,09 | 4.191 | 8,97 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3.864 | 227 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.553 | 1,29 | 1.091 | -0,64 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 9.650 | 16,48 | 568 | 14,31 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 131.951 | 20,76 | 7.760 | 18,46 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3.093 | 13,01 | 182 | 10,37 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 1.904 | 10,06 | 112 | 7,77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 225.706 | 1,59 | 13.274 | -0,35 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 76 | 10,14 | 4 | 0,00 |
