Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Adams Diversified Equity Fund, Inc., omfatter Wealthspire Advisors, LLC, Samalin Investment Counsel, LLC, LexAurum Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, Exchange Traded Concepts, Llc, Sterling Manor Financial, LLC, Wsfs Capital Management, Llc, Equitable Holdings, Inc., Global Retirement Partners, LLC, Western Wealth Management, LLC, Ubs Asset Management Americas Inc, Root Financial Partners, LLC, og Estate Planners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 695 | 13,01 | 16 | 7,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 161.050 | 33,20 | 3.432 | 21,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.883 | 481,17 | 41 | 485,71 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 10.333 | 2,01 | 241 | 6,67 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 16.297 | 2,57 | 357 | -3,78 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11.052 | 242 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 63 | 1,61 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.922 | 0,14 | 173 | -5,98 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 97.602 | 90,41 | 2.276 | 99,13 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 544 | 12 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.121.635 | 3,22 | 25 | -4,00 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 48.068 | 22,27 | 1.052 | 14,85 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 317.230 | 174,23 | 6.944 | 157,47 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 145.263 | 0,36 | 3.180 | -5,81 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 0 | 0 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 22.756 | 2,02 | 498 | -4,23 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 3.500 | 2,04 | 77 | -3,80 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.083 | 133 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.208 | 3,13 | 245 | -3,16 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 | 50,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 47.079 | 228,33 | 991 | 196,41 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 260 | 0,39 | 6 | -16,67 | ||||
| 2026-05-05 | 13F | UBS Group AG | 110.812 | 53,29 | 2.426 | 43,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23.412 | 0,53 | 513 | -5,71 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 32.163 | 9,56 | 704 | 2,92 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 1.054.967 | 6,81 | 23.093 | 0,26 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 273.000 | 2,15 | 5.976 | -4,12 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 28.657 | 17,88 | 627 | 10,78 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16.667 | 0,91 | 365 | -5,45 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 61.038 | 4,29 | 1.336 | -2,05 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 10.444 | 2,02 | 229 | -4,20 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 12.598 | 276 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27.939 | 2,02 | 612 | -4,23 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.391 | 1,98 | 30 | -3,23 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 22.104 | 10,56 | 484 | 3,65 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 65.351 | 2,02 | 1.431 | -4,22 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 980.325 | 4,75 | 21.459 | -1,68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.221 | 246,88 | 27 | 225,00 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.328 | 2,00 | 29 | -3,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39.263 | 33,49 | 859 | 25,40 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 81 | 2 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12.162 | 10,06 | 266 | |||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 34.195 | 1,88 | 749 | -4,35 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 3.110 | 2,00 | 68 | -4,23 | ||||
| 2026-04-13 | 13F | Stolper Co | 103.675 | 2,82 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 77.018 | 38,97 | 1.686 | 30,42 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13.000 | 0,22 | 285 | -5,96 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.040 | 367,89 | 45 | 340,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 12.889 | 277 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 25.718 | 17,95 | 563 | 10,63 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 145.800 | 11,27 | 3.192 | 4,45 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 20.659 | 1,73 | 452 | -4,24 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 481 | -6,25 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 197.907 | 9,01 | 4.332 | 2,34 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 16.863 | 8,46 | 369 | -26,93 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 15.304 | 22,59 | 335 | 15,12 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 184.138 | 5,02 | 4.031 | -1,42 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 197 | 4 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 632 | 1,94 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 4.046 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7.800 | 171 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 42.977 | 1,09 | 941 | -5,15 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 15.866 | 31,66 | 347 | 23,49 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.893 | 254 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 55.421 | 6,73 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.102 | 24,23 | 134 | 16,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.727 | 7,32 | 257 | 0,79 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16.315 | 14,96 | 357 | 63,01 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8.268 | 1,75 | 181 | -4,76 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 83.312 | 4,56 | 1.824 | -1,88 | ||||
| 2026-05-14 | 13F | K2 Principal Fund, L.p. | 17.191 | 2,02 | 376 | -4,08 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 22.603 | 69,10 | 495 | 58,84 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 417.542 | 3,50 | 9.140 | -2,85 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.017 | 2,01 | 22 | -4,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.416 | 1,98 | 243 | 6,61 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 12.889 | 282 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 33.811 | 7,82 | 34 | -95,49 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 532 | 12 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.848 | 237 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 398.930 | 3,04 | 8.733 | -3,28 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.265 | 44,39 | 137 | 35,64 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 33.365 | 1,84 | 730 | -4,45 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 16.255 | 356 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 27.980 | 612 | ||||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 83.400 | 12,40 | 1.826 | 5,49 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 11.559 | 2,01 | 253 | -4,17 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.716 | 222,61 | 826 | 203,31 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 291.421 | 32,03 | 6.379 | 23,94 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 28.488 | 2,02 | 624 | -4,30 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 73.199 | 8,67 | 1.602 | 2,04 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 157.823 | 9,09 | 3.455 | 2,40 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 15.598 | 12,71 | 341 | 5,90 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 51.221 | 1.121 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 53.237 | 18,94 | 1.165 | 11,70 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 797 | 1,79 | 17 | -5,56 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 74.525 | 7,10 | 1.738 | 173.600,00 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 34.036 | 2,02 | 745 | -4,24 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 42.079 | 921 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 202.000 | 2,42 | 4.422 | -3,87 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 79.791 | 1.970,88 | 1.747 | 1.861,80 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 20.274 | 5,86 | 444 | -0,67 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 35.570 | 93,52 | 779 | 81,78 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 12.604 | 276 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 301.196 | 4,58 | 6.593 | -1,83 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 18.370 | 4,29 | 402 | -1,95 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 53.269 | 529,43 | 1.166 | 491,88 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 225.155 | 7,83 | 4.929 | 1,21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.015 | 22 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 314 | 1,95 | 7 | -14,29 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 36.054 | 789 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 29.687 | 650 | ||||||
| 2026-04-23 | 13F | Founders Capital Management, Llc | 12.149 | 0,86 | 266 | -5,36 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 283.991 | 0,96 | 6.217 | -5,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7.453 | 174 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 67.117 | 29,94 | 1.565 | 35,97 |
