Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Capital Group Global Equity ETF, omfatter Investment Planning Advisors, Inc., GWM Advisors LLC, James Reed Financial Services, Inc., Stephens Inc /ar/, Cary Street Partners Financial Llc, Sovran Advisors, LLC, Susquehanna International Group, Llp, Janney Montgomery Scott LLC, Evergreen Wealth Solutions, LLC, Assetmark, Inc, Ai Financial Services Llc, Kestra Advisory Services, LLC, Mariner, LLC, Venture Visionary Partners LLC, RFG Advisory, LLC, Herold Advisors, Inc., Lantern Wealth Advisors, LLC, Security Financial Services, INC., Balboa Wealth Partners, og Integrated Wealth Concepts LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9.919 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 268.775 | 115,37 | 7.846 | 143,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7.129 | 1.170,77 | 208 | 1.385,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 127.487 | 114,25 | 3.721 | 141,94 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 86.038 | 2.508 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 983 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1.450 | 42 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 19.426 | 567 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 167.221 | 439,49 | 4.881 | 509,36 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 8.953 | 261 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 81.997 | 2.393 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 29.894 | 873 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 60 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 621 | 18 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53.486 | 2 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 15.145 | 442 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 82.010 | 5,49 | 2.394 | 19,05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 685.472 | 30,93 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.142.936 | 56,43 | 33.362 | 76,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 | 0 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 31.893 | 1 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 127.797 | 538,99 | 3.730 | 621,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 29.741 | 96,45 | 868 | 121,99 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2.758.899 | 39,43 | 80.532 | 57,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 20.829 | 123,27 | 608 | 152,28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 42.687 | 1.246 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26.366 | 57,68 | 770 | 78,01 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 24.323 | 710 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 429.848 | 12.547 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39.589 | 1.156 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 10.188 | 0,29 | 297 | 13,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 343.855 | 165,95 | 10 | 233,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.400 | 245 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 89.876 | 309,22 | 2.609 | 358,52 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 40.466 | 1.181 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150.667 | 40,66 | 4.435 | 58,39 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 123.870 | 462,61 | 3.616 | 535,33 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 24.323 | 710 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.211 | 80,21 | 35 | 105,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 120.292 | 279,55 | 4 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 43.557 | 1.271 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8.601 | 256 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29.504 | 31,31 | 861 | 48,19 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2.406 | 62 | ||||||
| 2025-08-14 | 13F | Clg Llc | 8.514 | 249 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 59.497 | 5,92 | 1.737 | 19,56 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7.567 | 221 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48.058 | 381,74 | 1.403 | 445,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 108 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 535.208 | 22,22 | 15.623 | 37,96 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 142.237 | 35,13 | 4.152 | 52,50 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22.834 | 18,95 | 667 | 34,27 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 57.025 | 165,08 | 1.665 | 199,28 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 803.591 | 932,20 | 23.457 | 1.065,23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 577.233 | 16.849 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 91.660 | 2.676 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 33.622 | 981 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28.237 | 92,47 | 824 | 117,41 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 140.006 | 97,45 | 4.087 | 122,91 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 29.079 | 6,54 | 849 | 20,28 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 395.478 | 11.544 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6.904 | 202 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.410 | 421 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 683.500 | 167,78 | 19.951 | 202,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 167.350 | 4,05 | 4.885 | 17,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28.927 | 844 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.891.480 | 39,85 | 113.592 | 57,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8.995 | 263 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 18.950 | 1.459,67 | 550 | 1.674,19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 7.840 | 229 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 44.701 | 274,38 | 1.305 | 323,38 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 7.089 | 207 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 358 | 10 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 200.468 | 5.852 |
