Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ARK ETF Trust - ARK Next Generation Internet ETF, omfatter Kingstone Capital Partners Texas, LLC, Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Kingsview Wealth Management, LLC, Millennium Management Llc, Global View Capital Management LLC, Tudor Investment Corp Et Al, Elwood & Goetz Wealth Advisory Group, LLC, Collaborative Wealth Managment Inc., Diversify Advisory Services, LLC, Strategy Asset Managers Llc, W Advisors, Llc, Colony Group, LLC, James J. Burns & Company, LLC, Ignite Planners, LLC, Savvy Advisors, Inc., Avion Wealth, Colonial Trust Advisors, Atlantic Union Bankshares Corp, Evolution Wealth Management Inc., og ENDW - Cambria Endowment Style ETF .
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. | 17.889 | 6,92 | 2.641 | 66,77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 305.407 | 12,40 | 45.084 | 75,27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 25.800 | 64,33 | 3.809 | 156,26 | |||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63.826 | 13,42 | 9.427 | 76,85 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2.168 | 320 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 1.653 | 244 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 875 | 1,86 | 129 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 27.152 | 113,93 | 4.008 | 233,72 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 1.559 | 230 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 12.766 | 436,61 | 1.884 | 737,33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38.459 | 20,40 | 6 | 66,67 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 103.648 | 8 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 2.656 | 12,26 | 392 | 75,78 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 6.672 | 21,18 | 985 | 88,87 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 77 | 11 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 16.600 | 253,19 | 2.450 | 451,80 | |||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2.000 | 295 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2.817 | 12,63 | 416 | 75,85 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 45.747 | 6.753 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1.748 | 258 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.001 | 295 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 3.777 | 56,66 | 558 | 144,30 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4.025 | 10,12 | 594 | 71,68 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 975 | 80,56 | 144 | 180,39 | ||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 37.272 | 13,31 | 4.499 | 27,78 | ||||
2025-08-13 | 13F | Walleye Capital LLC | 8.841 | 23,93 | 1.305 | 93,33 | ||||
2025-08-07 | 13F | PFG Advisors | 2.443 | 5,67 | 361 | 65,14 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 113 | 17 | ||||||
2025-08-15 | 13F | Morgan Stanley | 747.006 | 6,13 | 110.273 | 65,50 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 1.365 | 201 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 286 | 822,58 | 42 | 2.000,00 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3.600 | 524 | |||||
2025-08-07 | 13F | W Advisors, Llc | 1.658 | 245 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 1.538 | 246 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 1.729 | 255 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 40 | 6 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 83.701 | 137,03 | 12 | 300,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 28.296 | 3,25 | 4.177 | 60,99 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 362.793 | 22,21 | 53.556 | 90,57 | ||||
2025-04-01 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2.009 | 297 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 51.016 | 3,42 | 7.531 | 61,28 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12.034 | 10,36 | 1.776 | 72,09 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 145 | 21 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3.717 | 549 | ||||||
2025-07-17 | 13F | Eagle Wealth Strategies Llc | 1.875 | 277 | ||||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 3.500 | 517 | ||||||
2025-08-14 | 13F | UBS Group AG | 40.121 | 52,94 | 5.923 | 138,50 | ||||
2025-08-14 | 13F | Wexford Capital Lp | 12.716 | 1.877 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 7.734 | 15,57 | 1.142 | 80,25 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 309 | 46 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 1.599 | 236 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2.090 | 308 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1.575 | 233 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 95 | 14 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 331 | 50,45 | 49 | 140,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 26.610 | 0,65 | 4.193 | 53,70 | ||||
2025-08-04 | 13F | Assetmark, Inc | 108 | 22,73 | 16 | 87,50 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 137.624 | 16,21 | 20.316 | 81,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 4.159 | 11.452,78 | 614 | 20.333,33 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 710 | 105 | ||||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 19.058 | 3,01 | 2.813 | 60,65 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3.381 | 55,02 | 499 | 141,75 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8.313 | 1.227 | ||||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.889 | 279 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 27.800 | 169,90 | 4.104 | 320,82 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 25.900 | 93,28 | 3.823 | 201,50 | |||
2025-07-25 | 13F | PrairieView Partners, LLC | 31 | 0 | ||||||
2025-08-14 | 13F | Millennium Management Llc | Put | 10.000 | 1.476 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2.394 | 353 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | 0 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 3.078 | 454 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1.742 | 0 | -100,00 | |||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 18 | 2 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 42 | 6 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 381.103 | 0,11 | 56.258 | 56,10 | ||||
2025-07-31 | 13F/A | Avion Wealth | 362 | 0 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 1.450 | 214 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 1.684 | 273 | ||||||
2025-08-05 | 13F | Huntington National Bank | 20 | 66,67 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 660 | 46,67 | 97 | 130,95 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.506 | 35,68 | 813 | 111,46 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 864 | 175,16 | 128 | 337,93 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2.058 | 304 | ||||||
2025-08-13 | 13F | Walleye Trading LLC | Put | 35.100 | 5.181 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150.051 | 3,85 | 22.150 | 61,94 | ||||
2025-08-13 | 13F | Walleye Trading LLC | Call | 35.700 | 5.270 | |||||
2025-07-25 | 13F | Cwm, Llc | 61.756 | 6,05 | 9 | 80,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 72.775 | 1,91 | 10.743 | 58,92 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 4.894 | 59,73 | 722 | 148,97 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4.863 | 289,98 | 1 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1.685 | 249 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 2.266 | 335 | ||||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 4.803 | 709 | ||||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4.318 | 637 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 101.206 | 132,25 | 14.940 | 262,18 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 1.680 | 248 | ||||||
2025-08-15 | 13F | Brown Financial Advisors | 1.514 | 223 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348 | 90,16 | 51 | 200,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 25.005 | 0,02 | 3.691 | 56,00 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2.541 | 401 | ||||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 24.594 | 9,69 | 3.631 | 71,07 | ||||
2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 91.032 | 9.368 | ||||||
2025-08-15 | 13F | Global View Capital Management LLC | 6.157 | 909 |