Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Capital Group Conservative Equity ETF, omfatter Tribridge Partners Financial LLC, Citadel Advisors Llc, Susquehanna International Group, Llp, Regatta Capital Group, Llc, Meridian Wealth Management, LLC, Bulwark Capital Corp, Hartmann Taylor Wealth Management, LLC, Apollon Wealth Management, LLC, HighTower Advisors, LLC, Wiley Bros.-aintree Capital, Llc, M.e. Allison & Co., Inc., Integrated Wealth Concepts LLC, Triune Financial Partners, LLC, Orion Portfolio Solutions, LLC, Daymark Wealth Partners, Llc, Northwestern Mutual Wealth Management Co, Sittner & Nelson, Llc, Global Retirement Partners, LLC, Jpmorgan Chase & Co, og Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4.000 | 114 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.829 | 1.110,05 | 224 | 1.211,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24.414 | 26,62 | 709 | 35,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14.442 | 30,18 | 413 | 37,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.932 | 112 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.638 | 47 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 353 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68.350 | 1.955 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 567.200 | 65,60 | 16.222 | 74,66 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 504 | 0,40 | 14 | 7,69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 38 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 160.995 | 57,30 | 4.605 | 65,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 135.789 | 59,51 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 98.170 | 2.808 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 58.246 | 4,68 | 1.686 | 23,97 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49.826 | 70,25 | 1.425 | 79,70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10.899 | 401,10 | 312 | 436,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 43.629 | 31,08 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 204.172 | 31,52 | 5.839 | 38,73 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7.639 | 207 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 74 | 2 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 59.494 | 1.702 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 14.225 | 11,65 | 407 | 17,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 389.010 | 66,79 | 11 | 83,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500 | 14 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 36.026 | 5,77 | 1.030 | 14,96 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 12.546 | 29,58 | 359 | 36,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.841 | 4,45 | 453 | 10,22 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2.451.547 | 37,83 | 70.114 | 45,38 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 141.692 | 102,89 | 4.102 | 138,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41.700 | 114,23 | 1.193 | 126,19 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 55.947 | 1.600 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.447 | 99 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15.258 | 436 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11.255 | 322 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.510 | 253,21 | 158 | 273,81 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 216.995 | 68,48 | 6.206 | 77,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 543.225 | 16 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 167.388 | 157,00 | 4.777 | 171,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 110.197 | 7,02 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 30.200 | 864 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2.377 | 116,88 | 68 | 131,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 255.585 | 7,31 | 7.338 | 13,21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 132.905 | 39,08 | 3.801 | 46,70 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7.017 | 201 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 15.867 | 34,32 | 454 | 41,56 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.363 | 268 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39.927 | 275,85 | 1.142 | 296,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 213 | 6 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 11.245 | 31,11 | 322 | 38,36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 14.811 | 3,45 | 424 | 14,63 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17.875 | 54,96 | 511 | 63,78 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 9.028 | 258 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 48.080 | 14,84 | 1.375 | 21,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160.234 | 18,23 | 4.583 | 24,71 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 104.744 | 26,05 | 2.996 | 32,93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.082 | 174 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16.299 | 32,62 | 466 | 39,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 62.417 | 255,31 | 1.785 | 275,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.360.833 | 251,79 | 38.920 | 271,05 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18.117 | 36,09 | 518 | 43,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.397.337 | 67,04 | 39.964 | 76,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12.880 | 368 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 128.035 | 9,60 | 3.662 | 15,60 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 65.278 | 1.867 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 10.420 | 298 |
