Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock ETF Trust - iShares U.S. Large Cap Premium Income Active ETF, omfatter Nelson, Van Denburg & Campbell Wealth Management Group, LLC, FUKOKU MUTUAL LIFE INSURANCE Co, Ubs Asset Management Americas Inc, First Horizon Corp, Cerity Partners LLC, Dynasty Wealth Management, Llc, Perennial Investment Advisors, LLC, Citadel Advisors Llc, Clarity Wealth Advisors, LLC, Skyline Advisors, Inc., Mariner, LLC, Edge Financial Advisors LLC, Arwa Llc, Sagespring Wealth Partners, Llc, Atlas Private Wealth Advisors, Gateway Wealth Partners, LLC, Fortis Advisors, LLC, Valicenti Advisory Services Inc, Transcendent Capital Group LLC, og Harborfront Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Embree Financial Group | 14.897 | 33,94 | 459 | 30,11 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 58.444 | 70,84 | 1.801 | 66,20 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 87.434 | 29,91 | 2.694 | 26,31 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 12.212 | 0,73 | 376 | -2,08 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14.310 | 26,57 | 441 | 22,91 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17.626 | 543 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 624 | 19 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 7.545 | 232 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 26.577 | 211,64 | 848 | 213,70 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 262.159 | 0,53 | 8.077 | -2,23 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 12.070 | 1,89 | 372 | -1,07 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.212.968 | 66,25 | 37.372 | 61,69 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 6.491 | 206 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.257 | 24,46 | 39 | 22,58 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.007 | 4,27 | 555 | 1,28 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 18.492 | 4,51 | 570 | 1,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4.021 | 2,87 | 124 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12.685 | 391 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4.796 | 148 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 14.577 | 13,38 | 449 | 10,32 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 87.874 | 39,75 | 2.902 | 43,97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 330 | 10 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2.292.516 | 32,24 | 70.632 | 28,61 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 91.813 | 197,65 | 2.829 | 189,46 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 79.617 | 4,69 | 2.453 | 1,78 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 13.175 | 79,91 | 406 | 75,32 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 451.579 | 46,85 | 13.565 | 39,26 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 178.208 | 1.427,98 | 5.765 | 1.462,33 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 12.898 | 422 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 147.460 | 43,98 | 4.543 | 40,04 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 71.247 | 13,21 | 2.195 | 10,14 | ||||
| 2026-05-05 | 13F | UBS Group AG | 150 | 42,86 | 5 | 33,33 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 94.811 | 30,79 | 2.921 | 27,22 | ||||
| 2026-04-13 | 13F | Arwa Llc | 11.195 | 354 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 51.445 | 30,12 | 1.585 | 26,60 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 25.947 | 2,80 | 799 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 45.083 | 27,50 | 1.389 | 24,02 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 17.156 | 529 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 46.676 | 1.438 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 290.395 | 1,42 | 9.200 | 102.111,11 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.073.163 | 15,20 | 63.769 | 11,85 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 204 | 6 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.650 | 0,04 | 421 | -2,78 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 105.446 | 3.249 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.256 | 317,28 | 39 | 322,22 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 77.731 | 20,59 | 2.395 | 16,44 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 12.909 | 5,36 | 398 | 2,32 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 169.903 | 107,77 | 5.554 | 111,74 | ||||
| 2026-05-13 | 13F | Invst, LLC | 28.402 | 1,68 | 875 | -1,02 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.067 | 125 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 100.032 | 17,05 | 3.082 | 13,82 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 122.864 | 6,34 | 3.785 | 3,42 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11.572 | 7,24 | 357 | 4,40 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 17.520 | 18,56 | 540 | 15,17 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10.451 | 28,04 | 0 | |||||
| 2026-04-17 | 13F | PMG Family Office LLC | 19.262 | 5,62 | 593 | 2,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 103 | 3 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 96.157 | 17,53 | 2.963 | 14,32 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 7.446 | 0 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 64.949 | 464,77 | 2.001 | 449,73 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 6.042 | 112,97 | 186 | 108,99 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 45.016 | 141,74 | 1.506 | 149,59 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 884.235 | 219,81 | 27.243 | 211,03 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 7.011 | 216 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 10.748 | 331 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 40.996 | 8,44 | 1.263 | 5,51 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 272.777 | 1,23 | 8.404 | -1,55 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 20.846 | 25,82 | 642 | 22,52 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 667 | 2,46 | 21 | 0,00 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 10.446 | 7,91 | 322 | 4,90 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 579 | 19 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 15.625 | 481 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 484.377 | 26,24 | 14.924 | 22,77 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.643 | 235 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 446 | 12,63 | 14 | 7,69 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 129 | 4 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 271.831 | 22,30 | 8.375 | 18,95 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 7.182 | 63,45 | 221 | 57,86 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.832.787 | 9,06 | 56.468 | 6,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 341.822 | 8,18 | 10.532 | 5,20 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 156.243 | 2,75 | 4.814 | -0,08 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 920.851 | 65,13 | 28.371 | 60,60 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 155 | 5 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 8.754 | 270 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.860.701 | 10,25 | 57.328 | 7,22 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 182.859 | 36,04 | 5.793 | 36,03 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 19.356 | 22,73 | 596 | 19,44 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 19.645 | 605 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 90 | 3 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 639.187 | 9,05 | 19.693 | 6,06 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 121 | 72,86 | 4 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.818 | 0,28 | 210 | -2,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8.174 | 252 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2026-04-28 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 366.000 | 11.276 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 54.555 | 1.681 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 58.476 | 8,74 | 1.805 | 5,99 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 61.281 | 0,70 | 1.888 | -2,02 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 9.385 | 11,91 | 289 | 9,06 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 86.194 | 2,73 | 2.656 | -0,11 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 712.602 | 21.955 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 612.696 | 137,99 | 18.877 | 131,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 83.312 | 11,59 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.720 | 53 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28.014 | 0,62 | 863 | -2,15 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 54.488 | 49,66 | 1.679 | 45,53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33.220 | 39,29 | 1.024 | 35,50 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 16.813 | 518 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 25.647 | 8,05 | 790 | 4,36 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 13.608 | 431 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.745 | 1,12 | 300 | -1,64 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 14.446 | 14,62 | 445 | 11,53 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 17.000 | 524 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 30.794 | 45,11 | 949 | 41,07 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.130 | 36 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 11.207 | 53,35 | 345 | 49,35 |
