Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Calamos Dynamic Convertible and Income Fund, omfatter Readystate Asset Management Lp, Newbridge Financial Services Group, Inc., Financial Engines Advisors L.L.C., og Parkside Financial Bank & Trust .
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 | Integrated Wealth Concepts LLC | 10.512 | 2,38 | 212 | -3,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.958 | 20,88 | 402 | 14,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 48.501 | 15,09 | 978 | 9,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12.637 | 8,57 | 255 | 2,83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108.810 | 4,83 | 2.194 | -0,68 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 111.898 | 4,61 | 2.326 | 1,35 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 203.836 | 4.110 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28.405 | 34,88 | 573 | 27,68 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 17.984 | 2,62 | 363 | -2,95 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10.671 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 614.841 | 3,67 | 12.398 | -1,81 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14.723 | 34,16 | 297 | 27,04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 328.455 | 12,64 | 6.623 | 6,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.000 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 328.473 | 11,09 | 6.624 | 5,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 666 | 13 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 24.795 | 499 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 80.095 | 2,59 | 1.615 | -2,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28.318 | 0,86 | 571 | -4,36 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27.278 | 10,38 | 550 | 4,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.000 | 20 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7.620 | 12,54 | 154 | 6,25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 107.338 | 1,77 | 2.165 | -3,61 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17.429 | 351 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11.953 | 0,01 | 241 | -5,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23.489 | 5,93 | 474 | 0,21 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 8.814 | 71,38 | 178 | 62,39 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 22.086 | 14,83 | 445 | -6,32 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 19.157 | 61,32 | 386 | 53,17 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 50.818 | 1.025 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 35.428 | 8,93 | 714 | 3,18 |
