Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF, omfatter Integrated Wealth Concepts LLC, Stifel Financial Corp, Avantax Advisory Services, Inc., Kestra Advisory Services, LLC, Next Level Private LLC, Gts Securities Llc, Essex Savings Bank, Financial Advisory Service, Inc., Integrity Alliance, Llc., og Royal Bank Of Canada .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 99.220 | 2.640 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 220.945 | 26.778,95 | 5.879 | 29.295,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 365.834 | 4.906,62 | 9.735 | 5.190,22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26.199 | 697 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 67.634 | 0,17 | 1.800 | 5,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 71.300 | 1,86 | 1.897 | 8,21 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 268.115 | 317,96 | 7.135 | 339,83 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 26.275 | 699 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 117.265 | 2,79 | 3.120 | 8,15 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11.050 | 13,72 | 294 | 20,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58.325 | 1.552 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53.797 | 111,49 | 1.432 | 122,55 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 10.495 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99.110 | 35,91 | 2.637 | 43,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.792.557 | 966,08 | 48 | 1.075,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.737 | 153 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278.776 | 7.418 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7.579 | 202 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 365.734 | 216,67 | 9.732 | 233,29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8.253 | 212 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 220.681 | 13,27 | 5.872 | 19,18 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 56.067 | 234,09 | 1.492 | 251,65 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 87.537 | 406,61 | 2.329 | 465,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36.493 | 971 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 70.875 | 49,45 | 1.886 | 57,21 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 3.607.616 | 296,00 | 95.999 | 316,68 |
