Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Virtus Artificial Intelligence & Technology Opportunities Fund, omfatter Kingstone Capital Partners Texas, LLC, Cetera Investment Advisers, Avantax Advisory Services, Inc., Leigh Baldwin & Co., Llc, J.w. Cole Advisors, Inc., Boreal Capital Management LLC, Principal Securities, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.462 | 309 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 8.131 | 202 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 61.897 | 0,65 | 1.536 | 21,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85.967 | 18,58 | 2.134 | 42,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 448.218 | 0,54 | 11.125 | 20,95 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 45.425 | 8,15 | 1.127 | 30,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 333.652 | 6,16 | 8.280 | 27,68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.300 | 32 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.079 | 201 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 389 | 10 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15.795 | 12,46 | 392 | 35,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33.975 | 21,53 | 1 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 514.514 | 4,83 | 12.770 | 26,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14.966 | 2,10 | 371 | 20,45 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 483 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 107.535 | 8,89 | 2.669 | 31,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44.777 | 1,99 | 1.106 | 22,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.186.537 | 0,80 | 29.450 | 21,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.065 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.808 | 17,33 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12.436 | 309 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 205 | 17,14 | 5 | 66,67 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 35.600 | 78,89 | 884 | 115,37 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30.878.016 | 624 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.685 | 1,96 | 389 | 22,71 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27.511 | 683 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 18.400 | 2,79 | 457 | 23,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 628.648 | 0,36 | 15.603 | 20,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9.774 | 9,02 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 74.560 | 27,07 | 1.851 | 52,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 755.627 | 5,36 | 18.755 | 26,76 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.308 | 2,03 | 32 | 23,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 101.432 | 56,81 | 2.518 | 88,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4.139 | 0,02 | 103 | 20,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.000 | 25 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 141.197 | 5,61 | 3.505 | 27,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 290.542 | 9,01 | 7.212 | 31,16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5.974 | 148 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20.526 | 10,47 | 485 | 9,73 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29.530 | 24,42 | 733 | 49,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.801 | 21,45 | 367 | 46,22 |
