Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Amplify ETF Trust - Amplify Transformational Data Sharing ETF, omfatter Concurrent Investment Advisors, LLC, Fortis Group Advisors, LLC, Almanack Investment Partners, LLC., Clg Llc, Insight Advisors, LLC/ PA, Moran Wealth Management, LLC, New England Private Wealth Advisors LLC, Rollins Financial Advisors, LLC, Glenmede Investment Management, LP, Avantax Advisory Services, Inc., Burke & Herbert Bank & Trust Co, GAMMA Investing LLC, Northern Trust Corp, Vertex Planning Partners, LLC, Diversify Advisory Services, LLC, CI Private Wealth, LLC, Edge Financial Advisors LLC, Oxinas Partners Wealth Management LLC, Atlantic Union Bankshares Corp, og AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4.000 | 228 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 573 | 509,57 | 33 | 966,67 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4.067 | 232 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5.071 | 290 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.061 | 99,13 | 118 | 207,89 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3.843 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4.950 | 283 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22.074 | 1.261 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 192 | 11 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5.804 | 331 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.404 | 236 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 21.038 | 168,41 | 1.201 | 315,57 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.869 | 278 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.601 | 263 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22.028 | 36,40 | 1.258 | 111,43 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 4.650 | 266 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31.034 | 16,40 | 1.793 | 82,30 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 760 | 43 | ||||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 4.685 | 268 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4.878 | 279 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3.600 | 206 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11.971 | 17,50 | 712 | 83,51 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 38.473 | 10,64 | 2.197 | 71,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 96.548 | 208,49 | 5.514 | 377,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.398 | 16,58 | 137 | 81,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18.997 | 3,07 | 1.085 | 59,65 | ||||
| 2025-08-14 | 13F | Clg Llc | 21.862 | 1.249 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.924 | 13,24 | 110 | 75,81 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 13.176 | 752 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9.095 | 35,14 | 520 | 109,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 126 | 7 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18.318 | 1.046 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 422 | 24 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 6.764 | 9,93 | 386 | 70,80 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4.171 | 238 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 11 | 57,14 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3.206 | 15,03 | 183 | 79,41 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7.891 | 451 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 53.258 | 731,64 | 3.042 | 1.188,56 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8.665 | 13,22 | 528 | 90,25 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 107.306 | 112,23 | 6.128 | 228,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2.147 | 13,30 | 79 | -2,47 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 5.015 | 286 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 19.869 | 0,52 | 1.144 | 59,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.920 | 15,55 | 167 | 78,49 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 653 | 0,46 | 37 | 60,87 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 24.044 | 1.373 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 215.107 | 12.285 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 89.097 | 7,15 | 5.088 | 65,95 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.091 | 234 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 200 | 11 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26.117 | 346,37 | 1.492 | 593,49 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.714 | 441 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 40.557 | 2.395 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 345.277 | 16,78 | 19.719 | 80,85 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5.158 | 294 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.907 | 280 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.259 | 0 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3.808 | 217 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 15.373 | 2,34 | 878 | 58,59 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 245 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18.200 | 116,67 | 1.039 | 236,25 | |||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 | 10,00 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 96.800 | 104,65 | 5.528 | 216,97 | |||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 31.186 | 1.781 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 32 | 2 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2.359 | 135 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 233 | 13 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 100 | 6 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 20.330 | 0,99 | 1.161 | 56,47 | ||||
| 2025-08-07 | 13F | Nwam Llc | 83.803 | 0,81 | 4.786 | 56,12 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 42.000 | 140,96 | 2.399 | 273,52 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3.981 | 235 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.218.308 | 12,53 | 69.578 | 74,26 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7.646 | 452 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 8.350 | 477 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16.508 | 25,04 | 943 | 93,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.765 | 101 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 313 | 3,99 | 14 | 18,18 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3.927 | 223 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21.471 | 8,35 | 1.226 | 67,95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8.132 | 464 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 7.100 | 405 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.122 | 23,96 | 864 | 92,20 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 11 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 133.423 | 6,93 | 7.620 | 65,59 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 3.795 | 217 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 5.303 | 303 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 48.268 | 25,72 | 2.757 | 94,77 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 94 | 193,75 | 5 | 400,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22.976 | 1.312 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82.951 | 0,08 | 5 | 33,33 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 58.776 | 2,69 | 3.357 | 59,05 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 681.475 | 41,09 | 38.919 | 118,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.969 | 91,18 | 227 | 197,37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 21.500 | 1.228 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 6.233 | 8,16 | 356 | 67,45 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10.308 | 38,77 | 589 | 115,38 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 4.145 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11.808 | 30,55 | 674 | 102,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 41.500 | 8,92 | 2.370 | 68,68 | |||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5.563 | 318 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 24.600 | 48,19 | 1.405 | 129,41 | |||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 61.353 | 9,82 | 3.504 | 70,05 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 134.156 | 431,21 | 7.662 | 787,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.930 | 224 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11.469 | 325,57 | 655 | 560,61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.056 | 4,89 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 146 | 94,67 | 8 | 300,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 622 | 36 |
