Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Saba Capital Income & Opportunities Fund, omfatter Almitas Capital LLC, Rsm Us Wealth Management Llc, Wetherby Asset Management Inc, Virtu Financial LLC, og Newbridge Financial Services Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. 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 | 45.469 | 349 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159.255 | 418,32 | 1.284 | 439,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14.693 | 2,45 | 118 | 6,31 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19.362 | 3,14 | 156 | 7,59 | ||||
| 2025-08-12 | 13F | Adalta Capital Management LLC | 95.200 | 35,42 | 767 | 40,73 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12.513 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19.297 | 182,37 | 156 | 192,45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 37.438 | 302 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63.974 | 7,26 | 516 | 11,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79.009 | 5,58 | 637 | 9,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 406.845 | 8,11 | 3.279 | 12,29 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18.909 | 43,16 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 148.026 | 1,13 | 1.193 | 5,11 | ||||
| 2025-08-14 | 13F | UBS Group AG | 51.020 | 214,47 | 411 | 228,80 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 63.431 | 1,82 | 511 | 5,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.546 | 0,59 | 85 | 4,94 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 55.799 | 450 | ||||||
| 2025-08-14 | 13F | Quarry LP | 265.396 | 10,77 | 2.139 | 15,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24.794 | 200 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 25.107 | 202 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 577.400 | 6,99 | 4.423 | 2,93 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 40.692 | 35,23 | 328 | 40,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 199.515 | 6,15 | 1.608 | 10,29 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 99.725 | 804 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 98.579 | 16,32 | 795 | 20,85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10.427 | 0,75 | 84 | 5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47.562 | 3,31 | 383 | 7,28 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 90.059 | 1.537,44 | 699 | 1.602,44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52.238 | 8,31 | 421 | 12,57 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 67.494 | 3,40 | 544 | 7,51 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 685.417 | 11,59 | 5.524 | 15,90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.920 | 15 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 19.198 | 28,12 | 155 | 32,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 282.185 | 16,72 | 2.274 | 21,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16.712 | 21,49 | 135 | 26,42 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 315.331 | 43,47 | 2.542 | 49,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5.767 | 46 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 446.455 | 3.598 |
