Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco CurrencyShares Swiss Franc Trust, omfatter Fiduciary Family Office, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Mariner, LLC, GFS Advisors, LLC, 3EDGE Asset Management, LP, Blair William & Co/il, Presidio Capital Management, LLC, Brown Brothers Harriman & Co, Western Wealth Management, LLC, TD Waterhouse Canada Inc., Fairman Group, LLC, Sterling Capital Management LLC, AdvisorNet Financial, Inc, Spire Wealth Management, Bnp Paribas Arbitrage, Sa, UMA Financial Services, Inc., og Mather Group, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31.415 | 92,34 | 3.469 | 90,34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 69.126 | 7.632 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 19.864 | 7,41 | 2.193 | 6,30 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 13.499 | 1.490 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.159 | 349 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 45.974 | 0,35 | 5.076 | -0,72 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 29.166 | 2.551,45 | 3.220 | 2.538,52 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11.025 | 224,26 | 1.217 | 221,11 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17.394 | 1.920 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.710 | 2,77 | 410 | 1,74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 175 | 19 | ||||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 414 | 46 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 42.852 | 0,72 | 4.731 | -0,36 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 21.960 | 2.425 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.852 | 23,47 | 204 | 22,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.259 | 52,22 | 470 | 50,64 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.500 | 166 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 4.386 | 484 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.790 | 38,24 | 860 | 36,94 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 102.183 | 0,58 | 11.282 | -0,49 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 18.925 | 0,65 | 2.090 | -0,43 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4 | 0 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 550 | 61 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 860 | 616,67 | 96 | 630,77 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 54.886 | 61,83 | 6.060 | 60,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5.100 | 563 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.591 | 2.605 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 48.400 | 52,68 | 5.344 | 51,06 | |||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.698 | 47,43 | 298 | 45,59 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10.264 | 1.133 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 16.744 | 242,76 | 1.848 | 239,08 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20.707 | 44,85 | 2.286 | 43,32 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 18.533 | 4,56 | 2.046 | 3,44 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3.387 | 16,67 | 374 | 15,48 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 9.645 | 5,32 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 8.900 | 229,63 | 983 | 226,25 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 27.739 | 82,07 | 3.063 | 80,12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22.030 | 2.432 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7.792 | 33,06 | 860 | 31,50 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 97.660 | 325,02 | 10.783 | 320,51 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.145 | 126 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.090 | 120 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.887 | 1 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 64.544 | 10,45 | 7.126 | 9,28 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11.340 | 353,06 | 1.252 | 348,75 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 40.552 | 23,64 | 4.477 | 22,32 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5.359 | 1,29 | 592 | 0,17 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 222 | 25 | ||||||
| 2026-04-30 | 13F | North Capital, Inc. | 2.638 | 291 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2.512 | 3,72 | 277 | 2,59 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 120 | 13 | ||||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 6.385 | 2.747 | ||||||
| 2026-05-12 | 13F | Creative Planning | 4.237 | 3,52 | 468 | 2,41 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 45 | 5 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 520 | 57 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 26.079 | 66,65 | 2.879 | 64,89 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 21.103 | 2.330 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 21 | 0,00 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 2.500 | 276 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 700 | 77 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 599 | 66 |
