Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock Enhanced Equity Dividend Trust, omfatter Cerity Partners LLC, Monograph Wealth Advisors, Llc, Summit Financial, LLC, Benjamin Edwards Inc, Readystate Asset Management Lp, Chung Wu Investment Group, LLC, Armstrong Advisory Group, Inc, Parkside Financial Bank & Trust, Pacifica Partners Inc., og Transce3nd, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Franklin Resources Inc | 12.493 | 11,43 | 111 | 15,63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 316.690 | 9,22 | 2.815 | 12,92 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 14.015 | 125 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 161.257 | 8,20 | 1.434 | 11,87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30.320 | 108,44 | 270 | 115,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40.978 | 6,09 | 364 | 9,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 401.644 | 15,64 | 3.571 | 19,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44.694 | 11,30 | 397 | 15,07 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 22.101 | 0,71 | 196 | 4,26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 55.600 | 65,07 | 494 | 70,93 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 45.724 | 121,92 | 406 | 129,38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.309 | 7,46 | 163 | 10,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11.473 | 102 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 346 | 14,95 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11.883 | 106 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1.200 | 11 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 26.155 | 1,16 | 233 | 4,50 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 30.766 | 274 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 48.389 | 35,13 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 68.125 | 3,09 | 606 | 6,51 | ||||
| 2025-07-10 | 13F | Stolper Co | 63.671 | 2,87 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.521 | 0 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 25.440 | 226 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.000 | 9 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10.200 | 91 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 627.929 | 128,08 | 5.582 | 135,83 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 37.925 | 337 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 66.764 | 564,32 | 594 | 589,53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34.509 | 0,79 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 265.090 | 0,23 | 2.357 | 3,61 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27.570 | 2,56 | 245 | 6,06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 352.754 | 16,52 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.942 | 4,20 | 577 | 7,85 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 27.227 | 27,06 | 225 | 19,15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.099 | 2,20 | 116 | 5,45 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 49.454 | 7,98 | 440 | 11,70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 39.766 | 3,44 | 354 | 6,97 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 480.964 | 1,25 | 4.276 | 4,65 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 14.521 | 2,17 | 129 | 5,74 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 35.714 | 317 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 49.313 | 1,55 | 438 | 5,04 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 49.011 | 100,80 | 436 | 108,13 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22.134 | 153,25 | 183 | 144,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32.620 | 8,21 | 290 | 11,58 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.208 | 11 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 57.934 | 1,89 | 515 | 5,53 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17.827 | 9,73 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 45.276 | 3.319,64 | 403 | 3.920,00 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 51.734 | 17,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 46.507 | 0,79 | 413 | 4,29 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 215 | 194,52 | 2 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.312.750 | 5,61 | 20.560 | 9,18 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 608.047 | 2,00 | 5.406 | 5,44 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13.538 | 0,59 | 120 | 4,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.010 | 49,75 | 27 | 52,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 61.212 | 238,81 | 544 | 250,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 19.657 | 1,70 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 362 | 277,08 | 3 | |||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 13.419 | 0,55 | 119 | 4,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.768 | 0,44 | 105 | 4,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 274.704 | 8,11 | 2.442 | 11,76 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 94.515 | 6,37 | 840 | 9,95 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 23.756 | 37,25 | 211 | 42,57 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20.484 | 182 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1.167 | 10 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 690.657 | 7,16 | 6.140 | 10,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14.944 | 0,56 | 133 | 16,81 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 22.767 | 0,03 | 202 | 3,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6.997 | 50,28 | 62 | 55,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7.147 | 64 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.242 | 123,78 | 11 | 175,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3.400 | 30 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.634.779 | 18,14 | 14.533 | 22,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 632.952 | 14,95 | 5.627 | 18,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34.093 | 7,13 | 301 | 10,26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 437.874 | 0,09 | 3.892 | 3,46 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1.520 | 2,22 | 14 | 8,33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 12.502 | 66,47 | 111 | 73,44 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 76.025 | 676 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 22.962 | 12,17 | 204 | 15,91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 93.601 | 1,05 | 830 | 3,88 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 7.619 | 318,86 | 68 | 346,67 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 24.614 | 2,19 | 219 | 5,31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 48.404 | 36,30 | 396 | 34,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 602.737 | 2,98 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 24.961 | 37,44 | 222 | 41,67 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 113.615 | 2,26 | 1.010 | 9,90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 40.919 | 18,01 | 364 | 21,81 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 664 | 2,15 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 90.157 | 170,51 | 801 | 179,09 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 21.911 | 1,35 | 195 | 4,86 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 2.093.323 | 2,40 | 18.610 | 5,86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 38.953 | 0,23 | 346 | 3,59 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 29.120 | 0,52 | 259 | 3,61 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 614.307 | 3,05 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 3.607 | 32 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.279 | 2,20 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 388.646 | 3.451 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.814 | 1,20 | 318 | 4,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.980.743 | 9,30 | 35.389 | 12,98 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 600 | 5 |
