Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i VanEck ETF Trust - VanEck Long Muni ETF, omfatter Nicolet Bankshares Inc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Tennessee Valley Asset Management Partners, Quantinno Capital Management LP, Diversify Wealth Management, Llc, WCG Wealth Advisors LLC, Gladstone Institutional Advisory LLC, Vantus Wealth LLC, Golden State Equity Partners, Western Wealth Management, LLC, og Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bramshill Investments, LLC | 1.290.744 | 9,04 | 22.511 | 8,47 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 384.880 | 6.712 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 63.494 | 407,95 | 1.107 | 405,48 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6.780 | 0,01 | 118 | 0,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 61.132 | 126,91 | 1.068 | 126,06 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.691 | 1,02 | 30 | 0,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 28 | 0 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 43.896 | 5,96 | 766 | 5,37 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 169.953 | 8,21 | 2.964 | 7,63 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 25.387 | 0,69 | 443 | 0,23 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17.729 | 312 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.326.592 | 7,59 | 58.016 | 7,03 | ||||
| 2026-05-13 | 13F | Invst, LLC | 66.186 | 5,82 | 1.154 | 5,29 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 69.722 | 6,87 | 1.216 | 6,30 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.251.917 | 44,90 | 56.713 | 44,15 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96.619 | 0,15 | 1.694 | 169.200,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 34.125 | 47,52 | 595 | 46,91 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 74.249 | 19,20 | 1.295 | 18,50 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 28.358 | 4,38 | 495 | 3,78 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 84.105 | 1.467 | ||||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 38.496 | 141,19 | 682 | 142,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.784 | 31 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 117.745 | 2.053 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27.242 | 3,42 | 475 | 3,04 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 55.263 | 163,16 | 964 | 161,68 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 93.515 | 31,10 | 1.631 | 30,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.479.676 | 2,89 | 25.806 | 2,36 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 102.947 | 129,93 | 1.801 | 129,01 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 22.006 | 384 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.535 | 2,05 | 62 | 1,67 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 423.684 | 22,64 | 7.389 | 22,01 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16.881 | 1,23 | 294 | 0,68 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5.245 | 91 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 52.665 | 5,87 | 918 | 5,28 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 216.152 | 1,88 | 3.770 | 1,34 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 20.044 | 350 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 21.589 | 377 | ||||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 119.914 | 565,75 | 2.091 | 563,81 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 138.150 | 17,94 | 2.409 | 17,34 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.060 | 88 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12.683 | 25,52 | 221 | 24,86 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11.244 | 3,31 | 196 | 3,16 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 185 | 0,54 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 107.754 | 8,47 | 1.879 | 7,93 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.428.046 | 25,82 | 42.345 | 25,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.209 | 48,22 | 56 | 48,65 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 343.674 | 10,77 | 6 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13.490 | 20,32 | 0 | |||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 3.109 | 31,35 | 54 | 31,71 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 596.857 | 16,24 | 10.409 | 15,64 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.345 | 14,67 | 41 | 14,29 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 12.371 | 216 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 13.852 | 0,31 | 242 | -0,41 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 182.029 | 81,28 | 3.175 | 80,34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 51.785 | 168,75 | 903 | 167,95 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 244.316 | 14,37 | 4.261 | 13,75 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.470 | 3,65 | 43 | 4,88 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 163.058 | 38,14 | 2.821 | 36,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 483.792 | 30,51 | 8.408 | 29,39 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 854.393 | 165,96 | 14.901 | 164,61 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 63.691 | 18,83 | 1.111 | 18,21 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 288.807 | 2,61 | 5.037 | 2,07 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 46.972 | 36,17 | 819 | 35,60 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 149.713 | 12,15 | 2.611 | 11,54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.410.501 | 27,19 | 129.239 | 26,53 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 249.439 | 3,73 | 4.350 | 3,20 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.316 | 174,30 | 93 | 178,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354.706 | 8,46 | 6.186 | 7,90 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 12.327 | 215 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 375.301 | 20,06 | 6.616 | 20,73 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 369.222 | 9,17 | 6.473 | 9,47 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 36.862 | 1,57 | 643 | 0,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 195.775 | 13,76 | 3.414 | 13,20 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 710.728 | 28,98 | 12.395 | 28,31 | ||||
| 2026-01-29 | 13F | Comerica Bank | 17.254 | 141,35 | 302 | 143,55 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 37.067 | 1,04 | 646 | 0,47 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 10.104 | 177 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 160.675 | 1.347,13 | 2.802 | 1.344,33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 12.000 | 209 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 62.885 | 15,71 | 1.097 | 15,13 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 562.695 | 8,83 | 9.813 | 8,28 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 64.877 | 9,75 | 1.131 | 9,17 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.567 | 0,64 | 27 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 176.380 | 7,02 | 3.076 | 6,47 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 79.305 | 1,22 | 1.390 | 1,53 |
