Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Ares Dynamic Credit Allocation Fund, Inc., omfatter Polar Asset Management Partners Inc., NWF Advisory Services Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., og ACEFX - Absolute Strategies Fund Institutional Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.057 | 15 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 239.104 | 16,69 | 3.400 | 17,53 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 106.790 | 100,36 | 1.519 | 101,86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 30.544 | 434 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 53.502 | 2,73 | 730 | -8,30 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 8.147 | 4,83 | 116 | 5,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 7.000 | 100 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 11.755 | 167 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 9 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 53.370 | 759 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 34.173 | 1,14 | 486 | 1,68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 235.120 | 38,89 | 3.343 | 39,87 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 132.825 | 9,40 | 1.907 | 11,26 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5.568 | 64,54 | 79 | 68,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 439.362 | 8,51 | 6.248 | 9,27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 137.190 | 10,07 | 1.951 | 11,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61.122 | 18,16 | 869 | 19,04 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35.792 | 509 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 39.250 | 554 | ||||||
| 2025-04-01 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. 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 | 18.676 | 25,67 | 285 | 27,23 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 90.357 | 24,76 | 1.285 | 25,64 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -809 | -11 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 200.898 | 0,64 | 2.857 | 1,35 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 336.279 | 1,64 | 4.782 | 2,35 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 67.150 | 247,26 | 955 | 249,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10.407 | 0 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12.660 | 0,84 | 180 | 1,69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 297.857 | 8,58 | 4.236 | 9,35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 25.786 | 13,26 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 43.687 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 303.274 | 5,35 | 4.313 | 6,10 |
