Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Alico, Inc., omfatter
Winnow Wealth Llc,
American Century Companies Inc,
D. E. Shaw & Co., Inc.,
XTX Topco Ltd,
Raymond James Financial Inc,
Glenmede Investment Management, LP,
EverSource Wealth Advisors, LLC,
Fortis Group Advisors, LLC,
MAI Capital Management,
og
Cornerstone Planning 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 (%) |
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
50.515 |
|
1.651 |
|
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
4.279 |
4,54 |
122 |
-3,17 |
|
2025-08-14 |
13F |
State Of Wisconsin Investment Board
|
|
|
|
18.097 |
11,17 |
591 |
21,86 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
175 |
|
6 |
|
|
2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
55.958 |
5,61 |
1.597 |
-2,38 |
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
23.209 |
2,26 |
758 |
11,96 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
336 |
|
11 |
|
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
14 |
1.300,00 |
0 |
|
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
27.699 |
|
905 |
|
|
2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
22.533 |
8,17 |
643 |
0,00 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
288 |
66,47 |
9 |
80,00 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
205 |
89,81 |
7 |
100,00 |
|
2025-08-14 |
13F |
Mountain Lake Investment Management LLC
|
|
|
|
10.236 |
|
335 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
3.420 |
17,12 |
112 |
27,59 |
|
2025-06-24 |
NP |
MCMVX - Monongahela All Cap Value Fund
|
|
|
|
20.000 |
33,33 |
571 |
23,11 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
10.169 |
|
332 |
|
|
2025-08-14 |
13F |
D. E. Shaw & Co., Inc.
|
|
|
|
9.567 |
|
313 |
|
|
2025-07-28 |
NP |
AVSBX - Avantis U.S. Small Cap Equity Fund G Class
|
|
|
|
694 |
32,95 |
22 |
46,67 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
9 |
12,50 |
0 |
|
|
2025-08-06 |
13F |
Towerview Llc
|
|
|
|
125.000 |
8,70 |
4.085 |
19,06 |
|
2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
7.791 |
120,96 |
251 |
143,69 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
619 |
2,48 |
0 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
35.423 |
8,93 |
1.142 |
19,58 |
|
2025-07-23 |
13F |
Ellsworth Advisors, LLC
|
|
|
|
22.201 |
0,79 |
726 |
10,35 |
|
2025-06-26 |
NP |
FZIPX - Fidelity ZERO Extended Market Index Fund
|
|
|
|
1.786 |
41,19 |
51 |
35,14 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
550 |
12,94 |
16 |
0,00 |
|
2025-08-12 |
13F |
Accordant Advisory Group Inc
|
|
|
|
50.202 |
14,40 |
1.641 |
25,29 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
2.712 |
4,67 |
89 |
14,29 |
|
2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
26 |
|
1 |
|
|
2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
17.200 |
|
562 |
|
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
3.285 |
792,66 |
107 |
970,00 |
|
2025-08-14 |
13F |
Gate City Capital Management, Llc
|
|
|
|
1.126.553 |
28,25 |
36.816 |
40,46 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
9 |
12,50 |
0 |
|
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
113 |
1,80 |
3 |
0,00 |
|
2025-08-01 |
13F |
Transcend Wealth Collective, Llc
|
|
|
|
12.033 |
5,61 |
393 |
15,93 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
42.548 |
2,75 |
1.390 |
12,55 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
7.389 |
2,17 |
238 |
12,26 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
853 |
|
28 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
5.328 |
70,39 |
174 |
87,10 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
15.598 |
45,25 |
510 |
59,06 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
15.934 |
|
521 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
37.691 |
428,48 |
1.232 |
478,40 |
|
2025-08-12 |
13F |
Winnow Wealth Llc
|
|
|
|
50.202 |
|
1.641 |
|
|
2025-08-12 |
13F |
Nuveen, LLC
|
|
|
|
9.412 |
58,05 |
308 |
-32,97 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
69.793 |
1,29 |
1.992 |
-6,44 |
|
2025-08-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
8.538 |
|
279 |
|
|
2025-07-31 |
13F |
Peapod Lane Capital LLC
|
|
|
|
131.265 |
0,33 |
4.290 |
9,89 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
9.603 |
33,56 |
0 |
|
|
2025-06-18 |
NP |
REBYX - U.S. Small Cap Equity Fund Class Y
|
|
Short
|
|
-512 |
-9,06 |
-15 |
-17,65 |
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
357 |
|
12 |
|
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
1.611 |
24,21 |
53 |
36,84 |
|
2025-08-27 |
NP |
VBINX - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
5.041 |
|
165 |
|
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
13.447 |
|
439 |
|
|
2025-08-14 |
13F |
Rodgers Brothers Inc.
|
|
|
|
113.100 |
37,68 |
3.696 |
50,80 |
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
14.216 |
|
0 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
1 |
|
|
2025-07-17 |
13F |
Oak Family Advisors, Llc
|
|
|
|
46.848 |
|
1.531 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
132.383 |
4,74 |
4.326 |
14,72 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
31 |
|
1 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
807 |
2,41 |
23 |
-4,17 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
8.213 |
|
268 |
|
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
136.563 |
4,07 |
4.469 |
13,98 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1.310 |
13,32 |
37 |
5,71 |
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
46.062 |
5,02 |
1.315 |
-2,95 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
17.884 |
5,37 |
510 |
-2,67 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
80 |
3,90 |
3 |
0,00 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
144 |
17,07 |
5 |
33,33 |
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
2.578 |
73,49 |
74 |
69,77 |
|
2025-08-29 |
NP |
DES - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
27.635 |
14,77 |
903 |
25,77 |
|
2025-08-08 |
13F |
Fortis Group Advisors, LLC
|
|
|
|
246 |
|
8 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1.960 |
157,89 |
64 |
190,91 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
21.303 |
12,03 |
696 |
22,75 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
552 |
32,06 |
18 |
50,00 |
|