Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Blackstone Strategic Credit 2027 Term Fund, omfatter Wealth Enhancement Advisory Services, Llc, Wiley Bros.-aintree Capital, Llc, Clear Harbor Asset Management, LLC, Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Calamos Advisors LLC, Newbridge Financial Services Group, Inc., og Harbour Investments, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.400 | 53 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 46.056 | 558 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 99.829 | 16,91 | 1.210 | 17,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 106.926 | 3,86 | 1.296 | 4,18 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 19.135 | 225 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 75.509 | 1,43 | 915 | 1,78 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 63.389 | 0,32 | 768 | 0,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 273.512 | 10,18 | 3.315 | 10,54 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 391.450 | 82,44 | 4.744 | 83,10 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7.400 | 15,62 | 90 | 15,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 48.270 | 592 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 37.412 | 12,86 | 447 | 9,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84.947 | 34,21 | 1.030 | 34,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140.951 | 3,03 | 1.708 | 3,39 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 360.715 | 9,42 | 4.372 | 9,77 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16.640 | 0,02 | 202 | 0,50 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 21.208 | 257 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28.626 | 6,67 | 347 | 6,79 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 19.135 | 232 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 205 | 141,18 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 449.604 | 4,31 | 5.449 | 4,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 21.125 | 10,17 | 256 | 10,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 11,11 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 19.957 | 3,10 | 242 | 3,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 126.397 | 5,32 | 1.532 | 5,66 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.297 | 0,01 | 88 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 190 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 888.803 | 1,54 | 10.772 | 1,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24.163 | 9,23 | 293 | 9,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 978.222 | 20,18 | 11.856 | 20,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769.784 | 3,48 | 9 | 12,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 400 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 115.690 | 4,44 | 1.402 | 4,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22.722 | 0,21 | 282 | 2,93 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 105.798 | 172,70 | 1.282 | 173,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | 157,14 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27.892 | 23,68 | 338 | 24,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305.741 | 10,38 | 3.706 | 10,76 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10.205 | 124 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 747.429 | 125,88 | 9 | 200,00 | ||||
| 2025-07-10 | 13F | Stolper Co | 59.317 | 4,48 | 1 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 140.782 | 12,81 | 1.706 | 13,21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 6.351 | 77 |
