Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i John Hancock Financial Opportunities Fund, omfatter Ronald Blue Trust, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 693 | 34,82 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.493 | 32,50 | 159 | 45,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.000 | 35 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 26.640 | 0,51 | 944 | 4,31 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 30.677 | 0,51 | 1.087 | 4,32 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 93.877 | 1,61 | 3.325 | 5,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41.345 | 24,89 | 1.464 | 29,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38.018 | 1,44 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 22.487 | 49,89 | 796 | 55,77 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35.695 | 1,62 | 1.264 | 5,51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87.116 | 1,56 | 3.086 | 5,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.162 | 3,28 | 714 | 7,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.188 | 39,19 | 609 | 44,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 558.810 | 5,32 | 19.793 | 9,37 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27.288 | 3,94 | 967 | 7,93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 130 | 2,36 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.068 | 5,93 | 463 | 10,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.479 | 201 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12.889 | 3,20 | 457 | 7,04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29.522 | 3,48 | 1.046 | 7,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.733 | 203 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.000 | 35 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354 | 71,84 | 13 | 71,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18.984 | 2,72 | 672 | 6,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 255.987 | 2,54 | 9.066 | 6,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 592.393 | 0,64 | 20.983 | 4,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22.951 | 2,46 | 813 | 6,28 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 36.882 | 2,11 | 1.306 | 6,01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.674 | 4,82 | 378 | 8,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 46.678 | 11,07 | 1.653 | 15,35 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1.616 | 149,00 | 57 | 159,09 |
