Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF, omfatter Keudell/Morrison Wealth Management, Wealthcare Advisory Partners LLC, Citadel Advisors Llc, Wiley Bros.-aintree Capital, Llc, Financial Connections Group, Inc., Sei Investments Co, LongView Wealth Management, Elequin Capital Lp, Natixis Advisors, L.p., Advyzon Investment Management, LLC, Venture Visionary Partners LLC, Global Retirement Partners, LLC, Prentice Wealth Management LLC, Brinker Capital Investments, LLC, Vicus Capital, Thrive Wealth Management, LLC, Uhlmann Price Securities, Llc, First Heartland Consultants, Inc., Pensionmark Financial Group, Llc, og Strategic Blueprint, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2.066 | 97,89 | 51 | 92,31 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2.661 | 66 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10.890 | 268 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 189.095 | 36,67 | 4.658 | 34,35 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 20.688 | 510 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148.124 | 31,57 | 3.649 | 29,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 104.544 | 11,60 | 2.575 | 9,71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.602 | 261 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10.067 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 250.401 | 158,67 | 6.168 | 154,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.400 | 34 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 14.026 | 346 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1.593 | 0,89 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 184.941 | 18,45 | 4.556 | 16,46 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 146.741 | 3.615 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 120.827 | 280,27 | 2.977 | 273,87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.537 | 2.451,61 | 136 | 2.620,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 525.775 | 52,43 | 13 | 50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17.201 | 63,17 | 424 | 60,23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27.270 | 5,09 | 672 | 3,23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 106.428 | 2.622 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 31.656 | 780 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 276.334 | 1.392,97 | 6.807 | 1.370,19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 42.836 | 405,98 | 1.055 | 397,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44.287 | 1.091 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34.701 | 149,65 | 1 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12.008 | 296 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 37.634 | 927 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46.577 | 183,82 | 1.147 | 179,08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 44.899 | 63,37 | 1.106 | 60,76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.818 | 203,00 | 45 | 193,33 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 36.502 | 899 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 12.360 | 3,47 | 304 | 1,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69.230 | 8.446,91 | 1.704 | 8.415,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 209.234 | 1.053,82 | 5.154 | 1.035,24 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.212 | 0,92 | 30 | -3,33 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 43.093 | 1 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 43.211 | 1.065 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18.497 | 456 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29.606 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 113.414 | 36,68 | 2.794 | 34,33 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 24.987 | 1,15 | 616 | -0,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 136.889 | 69,97 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.600 | 261 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 463.619 | 129,85 | 11.421 | 125,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20.791 | 0,89 | 512 | -0,78 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100.152 | 31,09 | 2.467 | 28,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22.244 | 548 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15.277 | 376 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 16.686 | 411 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11.627 | 286 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 14.058 | 346 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41.305 | 68,72 | 1.018 | 65,91 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21.953 | 3,32 | 541 | 1,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 59.900 | 90,07 | 1.476 | 86,95 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11.089 | 0,23 | 273 | -1,44 |
