Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X S&P 500 Catholic Values ETF, omfatter Trust Co Of Toledo Na /oh/, Old National Bancorp /in/, NorthRock Partners, LLC, Savvy Advisors, Inc., Wealth Enhancement Advisory Services, Llc, Johnson Investment Counsel Inc, Massmutual Trust Co Fsb/adv, og Sofos 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 4.966 | 2,54 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2.900 | 220 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6.286 | 4,40 | 474 | 16,75 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 20.684 | 491,48 | 1.566 | 563,56 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10.315 | 11,03 | 778 | 24,08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4.706 | 15,31 | 355 | 29,09 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9.940 | 6,21 | 750 | 18,51 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6.416 | 35,33 | 484 | 51,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28.732 | 6,92 | 2.168 | 19,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31.872 | 2.405 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 313 | 14,65 | 24 | 27,78 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 5.805 | 438 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.261 | 6,05 | 397 | 18,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20.164 | 31,68 | 1.521 | 47,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.952 | 27,75 | 147 | 42,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.251 | 245 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 84.755 | 12,81 | 6.342 | 26,03 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 17.620 | 0,73 | 1.329 | 12,53 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 35.974 | 2.714 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 939 | 10,86 | 71 | 18,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.017 | 0,20 | 77 | 11,76 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10.498 | 168,63 | 792 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4.062 | 4,72 | 306 | 17,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 42.684 | 0,06 | 3.220 | 11,77 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 30 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.433 | 5,63 | 259 | 18,26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20.140 | 2,08 | 1.520 | 14,04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6.109 | 0,25 | 461 | 11,92 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 241.587 | 2,82 | 18.682 | 15,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148.204 | 2,12 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2.874 | 217 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2.805 | 212 | ||||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class | 4.147 | 113,54 | 313 | 138,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 602 | 7,12 | 45 | 21,62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3.861 | 291 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5.829 | 2,03 | 440 | 14,03 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 5.467 | 1,13 | 412 | 12,88 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2.884 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18.656 | 5,14 | 1.408 | 17,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 25.165 | 0,14 | 1.899 | 11,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2.736 | 206 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 16.022 | 1,23 | 1.209 | 13,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 90.833 | 0,43 | 6.854 | 12,20 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 35.974 | 1,06 | 2.430 | -3,65 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 24.783 | 2,94 | 1.870 | 14,94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.892 | 29,35 | 294 | 44,33 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 41.788 | 3.153 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 8.835 | 16,85 | 667 | 30,59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7.857 | 0,05 | 593 | 11,70 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7.571 | 27,85 | 571 | 43,11 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 5.038 | 20,99 | 380 | 35,23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11.184 | 3,52 | 844 | 15,64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61.009 | 0,60 | 4.603 | 12,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7.041 | 29,76 | 531 | 45,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 441.396 | 9,24 | 33.303 | 22,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92.367 | 1,15 | 6.968 | 12,99 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11.055 | 837 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.559 | 13,73 | 419 | 26,97 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 288 | 2,13 | 19 | 5,88 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 2.550 | 0,99 | 192 | 12,94 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 4.155 | 313 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36.408 | 21,61 | 2.747 | 35,81 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4.142 | 0,66 | 313 | 12,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.611 | 197 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.404 | 1,37 | 106 | 12,90 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3.426 | 1,06 | 258 | 13,16 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6.668 | 1,49 | 503 | 13,54 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.788 | 0,50 | 363 | 12,77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 66.333 | 133,90 | 5.005 | 161,31 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45.308 | 33,90 | 3.418 | 49,58 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230.933 | 6,13 | 17.424 | 18,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 73.558 | 33,05 | 5.550 | 51,57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6.650 | 4,72 | 502 | 17,06 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3.096 | 234 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 4.216 | 4,07 | 318 | 16,48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.872 | 219 | ||||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 142.830 | 3,42 | 10.777 | 15,54 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 6.772 | 0,82 | 511 | 12,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9.461 | 42,68 | 708 | 59,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132.930 | 2,76 | 10.030 | 14,80 | ||||
| 2025-08-07 | 13F | Commerce Bank | 126.060 | 0,33 | 9.511 | 12,08 |
