Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X U.S. Preferred ETF, omfatter Bessemer Group Inc, Smithbridge Asset Management Inc/de, OpenArc Corporate Advisory, LLC, Cornerstone Wealth, LLC/TN, Gateway Wealth Partners, LLC, Moneta Group Investment Advisors Llc, Ashton Thomas Securities, Llc, Avory & Company, LLC, Kestra Private Wealth Services, Llc, Independent Wealth Network Inc., Vista Finance, Llc, Trask Adam Roland, Rossby Financial, LCC, Innovative Asset Advisors Group, LLC, AG Campbell Advisory, LLC, Truvestments Capital Llc, Root Financial Partners, LLC, Key Capital Management, INC, Ashton Thomas Private Wealth, LLC, og PMV Capital Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 13.563 | 250 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13.415 | 4,29 | 247 | 1,23 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.254.426 | 17,08 | 23.081 | 13,92 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 126.516 | 4,93 | 2.413 | 5,84 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 38.011 | 0,03 | 719 | -2,71 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.370 | 44 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 497.028 | 25,92 | 9.145 | 22,54 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 562 | 1,63 | 10 | 0,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.001.871 | 18 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 351.378 | 3,17 | 6.465 | 0,39 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 482 | 9 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 67.130 | 40,56 | 1.235 | 36,77 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 181.630 | 3.342 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 160.585 | 17,75 | 2.929 | 13,58 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26.953 | 48,72 | 510 | 44,60 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 1,58 | 16 | -6,25 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 125.979 | 2,76 | 2.318 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12.042 | 0,05 | 222 | -2,64 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 4.340 | 1,47 | 80 | -1,25 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 131 | 2 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 294.844 | 5 | -99,77 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 29.164 | 0,82 | 537 | -2,01 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 88 | 35,38 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 113.522 | 7,27 | 2.089 | 4,35 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2.655 | 50 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 98.178 | 14,20 | 1.806 | 11,14 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 10.357 | 1,45 | 191 | -1,55 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 19.513 | 9,91 | 359 | 7,16 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 390 | 1,83 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 24.738 | 9,61 | 455 | 6,81 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 56.300 | 8,47 | 1.036 | 5,50 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 201.465 | 3,98 | 3.707 | 1,17 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34.457 | 15,52 | 634 | 12,41 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 29.870 | 3.294,32 | 550 | 3.331,25 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 125.549 | 4,60 | 2.310 | 1,81 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 30.643 | 68,45 | 564 | 64,14 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 862.293 | 1,16 | 15.866 | -1,56 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 25.688 | 46,05 | 473 | 42,17 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 329.514 | 0,75 | 6.063 | -1,96 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12.546 | 8,23 | 231 | 5,02 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 104.538 | 7,38 | 1.977 | 7,80 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 45.562 | 4,38 | 838 | 1,58 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 10.551 | 194 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 77.626 | 3,48 | 1.428 | 0,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 119.936 | 129,06 | 2.207 | 122,83 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 440.536 | 8,20 | 8.106 | 5,27 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 40.813 | 1,93 | 751 | -0,92 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1.582.717 | 4.298,76 | 29.122 | 4.182,50 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 719.883 | 4,72 | 13.246 | 1,89 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 116 | 0,87 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.805 | 4,46 | 33 | 3,13 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 19.409 | 0,12 | 357 | -2,46 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 993.381 | 7,73 | 18.785 | 4,84 | ||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 3.418.081 | 62.893 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 113.136 | 18,42 | 2.082 | 15,23 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 33.915 | 16,86 | 624 | 13,69 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 157.752 | 3,96 | 2.903 | 0,62 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 307.627 | 7,80 | 5.660 | 4,89 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 20.201 | 384 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 34.875 | 4,20 | 642 | 1,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 90.529 | 17,39 | 1.710 | 17,22 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.186 | 59 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 9 | 0 | ||||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 69.538 | 1,76 | 1.280 | -1,01 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 74.531 | 6,88 | 1.371 | 4,02 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15.933 | 19,32 | 293 | 16,27 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 104 | 0,97 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 2.566 | 47 | ||||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 990.412 | 3,00 | 18.224 | 0,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 33.327 | 45,53 | 630 | 41,89 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 137 | 1,48 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5.250 | 92,24 | 97 | 88,24 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 69.644 | 3,26 | 1.281 | 0,47 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 382.928 | 26,79 | 7.046 | 23,38 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 51.207 | 89,66 | 942 | 84,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | -100,00 | ||||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 31.700 | 583 | ||||||
| 2026-05-04 | 13F | Vista Finance, Llc | 10.475 | 193 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 402.800 | 4,24 | 7.412 | 1,44 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 53.256 | 5,40 | 980 | 2,51 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 79.705 | 10,81 | 1.467 | 7,79 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 10.158 | 0 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 142.850 | 18,22 | 2.628 | 15,06 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1.249.820 | 19,08 | 22.997 | 15,87 | ||||
| 2026-05-04 | 13F | Nwam Llc | 59.371 | 7,41 | 1.092 | 0,92 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.585 | 195 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 20.758 | 16,68 | 383 | 11,66 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 37.811 | 87,61 | 696 | 82,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 30.554 | 562 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 18.562 | 9,64 | 342 | 6,56 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 1.145.766 | 2,03 | 21.082 | -0,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 685.457 | 2,60 | 12.612 | -0,17 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 131.995 | 2,88 | 2.429 | -0,45 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 61.865 | 121.203,92 | 1.138 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 208.586 | 3.838 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 30.965 | 570 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.193 | 64,84 | 59 | 866,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.000 | 37 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 22.095 | 0,46 | 421 | -0,47 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10.255 | 0,97 | 189 | -2,08 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 80.653 | 1,60 | 1.484 | -1,13 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 42.935 | 23,33 | 790 | 20,06 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 919.406 | 22,34 | 16.917 | 19,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 172.425 | 6,56 | 3.173 | 3,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.249.640 | 34,20 | 41.393 | 30,59 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 57.519 | 16,03 | 1.058 | 12,91 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 37.448 | 2,36 | 689 | -0,29 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2.861 | 53 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 109.350 | 65,33 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 21.037 | 387 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.625 | 44,04 | 177 | 40,48 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 849 | 16 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 565.389 | 23,25 | 10.403 | 19,93 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 204.730 | 14,64 | 3.767 | 11,55 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 57.121 | 6,86 | 1.051 | 4,06 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 39.342 | 13,38 | 724 | 10,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 113.328 | 14,99 | 2.085 | 8,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 18.712 | 344 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 194.839 | 5,93 | 3.585 | 3,08 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 11.014 | 203 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 63 | 0 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.115 | 11,01 | 76 | 7,14 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 26.433 | 486 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 3.252 | 60 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 592.095 | 10,49 | 10.895 | 6,97 | ||||
| 2026-04-29 | 13F | Invested Advisors | 16.408 | 0,07 | 302 | -2,90 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 46.968 | 3,57 | 864 | 0,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 140.865 | 5,43 | 2.569 | 1,70 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 9.040 | 6,86 | 166 | 4,40 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2.663 | 1,56 | 49 | 0,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10.794 | 199 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.642.883 | 7,71 | 30.229 | 2,05 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12.557 | 21,75 | 231 | 18,46 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 12.820 | 236 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1.038.341 | 1,17 | 19.105 | -1,56 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 348.970 | 4,80 | 6.421 | 1,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22.637 | 417 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 79.595 | 6,75 | 1.465 | 3,83 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 697.288 | 14,80 | 12.830 | 11,71 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53.166 | 268,77 | 978 | 259,56 | ||||
| 2026-04-21 | 13F | SWS Partners | 314.551 | 4,47 | 5.788 | 1,12 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 200 | 4 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 100.740 | 1,80 | 1.854 | -0,96 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 25.550 | 2,87 | 470 | 0,21 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 16.731 | 1,57 | 308 | -1,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 182.964 | 41,80 | 3.367 | 37,95 |
