Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Abrdn Total Dynamic Dividend Fund, omfatter Midwest Trust Co, Naviter Wealth, LLC, Blueprint Financial Advisors LLC, og Modera Wealth Management, 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.
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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. | 37.957 | 67,35 | 336 | 76,84 | ||||
| 2025-07-10 | 13F | Stolper Co | 98.507 | 3,81 | 1 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 650.125 | 15,28 | 5.760 | 21,75 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2.006.255 | 2,00 | 17.775 | 7,71 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 13.078 | 20,22 | 116 | 26,37 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 279.233 | 21,92 | 2.474 | 28,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182.487 | 14,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 4.215 | 2,21 | 37 | 8,82 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2.026.915 | 3,05 | 18 | 6,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11.000 | 97 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5.851 | 44,18 | 52 | 50,00 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 13.509 | 17,44 | 120 | 23,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 118.179 | 19,12 | 1.047 | 25,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11.601.622 | 2,29 | 102.790 | 8,02 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3.217 | 13,19 | 29 | 21,74 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 88.940 | 807 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 432.472 | 37,16 | 3.832 | 44,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93.337 | 0,23 | 827 | 5,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11.459 | 9,79 | 102 | 16,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45.542 | 16,19 | 403 | 22,87 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 42.747 | 4,56 | 379 | 10,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36.415 | 3,16 | 323 | 8,78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 51.674 | 5,56 | 458 | 11,46 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 13.700 | 20,18 | 115 | 20,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 20.049 | 21,49 | 178 | 28,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87.813 | 53,96 | 778 | 62,76 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 105.000 | 17,98 | 1 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 28.111 | 49,19 | 249 | 57,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 216.739 | 13,58 | 1.920 | 20,00 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 22.262 | 2,26 | 197 | 8,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14.000 | 7,69 | 124 | 13,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 259.201 | 2,59 | 2.297 | 7,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 495.564 | 5,88 | 4.391 | 11,82 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 6.122 | 10,69 | 54 | 17,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31.576 | 6,52 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 7.991 | 10,60 | 71 | 16,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 349.625 | 1,01 | 3.098 | 6,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 32.971 | 292 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38.655 | 8,27 | 342 | 14,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31.357 | 0,60 | 278 | 6,13 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 62.823 | 557 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 12.669 | 0,86 | 112 | 6,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.740.634 | 1,79 | 24.282 | 7,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 215.508 | 0,50 | 1.909 | 6,11 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 12.151 | 6,73 | 108 | 12,63 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2.412 | 1,82 | 21 | 10,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30.185 | 0,12 | 267 | 5,95 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 776.633 | 6,81 | 6.881 | 12,79 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 374.808 | 1.490,12 | 3.321 | 1.585,28 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 355.321 | 16,61 | 3.148 | 23,16 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 13.129 | 3,22 | 118 | 18,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26.525 | 0,47 | 235 | 6,33 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 418 | 4,50 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19.776 | 6.492,00 | 175 | 8.650,00 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.103 | 0,82 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19.368 | 7,05 | 172 | 13,25 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 781 | 3,31 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12.337 | 109 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213.214 | 1,96 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 594.234 | 45,60 | 5.265 | 53,74 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 214.689 | 1,00 | 1.902 | 6,67 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 2.347.407 | 0,80 | 20.798 | 6,45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13.715 | 0,63 | 122 | 6,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.339.637 | 22,40 | 11.869 | 29,26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43.907 | 26,73 | 389 | 32,31 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 18.576 | 1,79 | 165 | 7,19 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 27.064 | 1,27 | 240 | 6,70 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 15.104 | 134 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 189.296 | 12,51 | 1.677 | 18,85 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 63.957 | 0,29 | 585 | 11,43 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 53.105 | 4,86 | 471 | 10,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90.668 | 387,72 | 803 | 418,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11.411 | 242,57 | 101 | 274,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.244 | 3,24 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24.397 | 0,19 | 216 | 5,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18.525 | 5,64 | 164 | 11,56 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 157.531 | 2,01 | 1 | 0,00 |
