Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X 1-3 Month T-Bill ETF, omfatter Pasadena Private Wealth, LLC, Quadrature Capital Ltd, Convergence Financial, LLC, Wealth Alliance, Fiduciary Alliance LLC, United Advisor Group, LLC, Resurgent Financial Advisors LLC, Two Sigma Securities, Llc, Kestra Private Wealth Services, Llc, Weaver Consulting Group, Maridea Wealth Management LLC, Kestra Advisory Services, LLC, Stewardship Advisors, LLC, Talon Private Wealth, LLC, Ascent Group, LLC, og Nova Wealth Management, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41.007 | 115,38 | 4.118 | 115,32 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 50.564 | 5.078 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2.342 | 11,05 | 240 | 13,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3.142 | 25,53 | 316 | 25,50 | ||||
| 2025-06-27 | NP | BTRN - Global X Bitcoin Trend Strategy ETF | 53.060 | 77,58 | 5.327 | 77,47 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7.383 | 741 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4.198 | 1,06 | 422 | 0,96 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 680 | 9,85 | 68 | 9,68 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 2.777 | 6,89 | 279 | 6,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 55.316 | 5,66 | 5.555 | 5,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59.580 | 12,26 | 5.983 | 12,63 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 423.479 | 104,10 | 42.526 | 104,06 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 16.715 | 29,02 | 1.679 | 28,98 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2.672 | 268 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 67.424 | 1.439,71 | 6.771 | 1.442,14 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 44.919 | 4.511 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2.946 | 296 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 31.120 | 21,77 | 3.125 | 21,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 56.215 | 28,89 | 6 | 25,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 810.867 | 12,98 | 81.427 | 12,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.917 | 494 | ||||||
| 2025-07-30 | NP | RATE - Global X Interest Rate Hedge ETF | 22.450 | 28,65 | 2.254 | 28,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13 | 8,33 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 29.592 | 3,16 | 2.972 | 3,12 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7.119 | 715 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1.461.135 | 3,44 | 146.727 | 3,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 66.194 | 124,84 | 6.647 | 124,86 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60.168 | 8,99 | 6.042 | 8,98 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 35.484 | 11,16 | 3.563 | 11,14 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2.323 | 233 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 175.510 | 9,95 | 17.625 | 9,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6.004 | 1,26 | 602 | 1,18 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 378.114 | 37.970 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4.701 | 472 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.193 | 58,53 | 421 | 59,47 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 48.405 | 70,86 | 4.861 | 70,83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.986 | 1,28 | 1.505 | 1,21 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 90.939 | 229,47 | 9.132 | 229,44 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4.165 | 418 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3.380 | 0,21 | 339 | 0,30 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 133 | 17,70 | 13 | 18,18 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 121.159 | 20,08 | 12.167 | 20,06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16.501 | 5,26 | 1.657 | 5,27 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 29.601 | 2.973 | ||||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 25.257 | 48,64 | 2.536 | 48,65 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 32.938 | 54,38 | 3.308 | 54,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13.309 | 29,43 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 19.581 | 31,57 | 1.964 | 31,83 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 420 | 0,96 | 42 | 2,44 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 78.960 | 3,32 | 7.929 | 3,30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11.069 | 0,64 | 1.112 | 0,63 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.690 | 571 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.775 | 0,85 | 178 | 1,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 83.566 | 22,78 | 8.392 | 22,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2.900 | 18,76 | 291 | 18,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15.328 | 268,46 | 1.539 | 269,06 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 354.039 | 14.344,68 | 35.553 | 14.352,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15.047 | 77,48 | 1.511 | 77,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 86.842 | 81,58 | 9 | 100,00 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 634.034 | 57,92 | 63.670 | 57,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14.283 | 2.984,88 | 1.434 | 3.017,39 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 55.470 | 556,45 | 5.570 | 556,84 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 3.597 | 16,14 | 361 | 16,08 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 8.260 | 19,54 | 829 | 19,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.532 | 0,07 | 154 | 0,00 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 44.919 | 4.509 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.285 | 44,71 | 129 | 44,94 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 22.844 | 2.294 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2.990 | 300 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 246.717 | 0,15 | 24.775 | 0,43 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5.845 | 1,05 | 587 | 1,03 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 91.273 | 1,49 | 9.166 | 1,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 375 | 38 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70.339 | 5,42 | 7.063 | 5,40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.260 | 43,35 | 629 | 43,38 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 8.458 | 238,46 | 849 | 238,25 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 115.869 | 481,03 | 11.636 | 481,17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 33.621 | 5,23 | 3.376 | 5,20 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 345.261 | 13.986,54 | 34.671 | 13.993,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 110.155 | 14,57 | 11.064 | 14,95 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 90.046 | 10,70 | 9.016 | 10,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 133.842 | 128,64 | 13.443 | 128,61 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7.529 | 50,13 | 756 | 50,30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14.839 | 28,88 | 1.490 | 28,89 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 188 | 19 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 59.724 | 5.996 |
