Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i VanEck ETF Trust - VanEck CLO ETF, omfatter PineBridge Investments, L.P., Wealth Enhancement Advisory Services, Llc, NewEdge Wealth, LLC, Mariner, LLC, Kestra Private Wealth Services, Llc, Breakwater Capital Group, Hrt Financial Lp, Western Wealth Management, LLC, Impact Partnership Wealth, LLC, Cresset Asset Management, LLC, Wiley Bros.-aintree Capital, Llc, Quantinno Capital Management LP, Susquehanna International Group, Llp, Elequin Capital Lp, Goldstone Financial Group, LLC, Ascension Capital Advisors, Inc., Creekside Partners, Bartlett & Co. Wealth Management Llc, Private Trust Co Na, og Scarborough Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 115.680 | 1.592,71 | 6.125 | 1.596,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 301.713 | 15,58 | 15.976 | 15,82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5.606 | 21,79 | 296 | 22,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.618 | 24,24 | 244 | 23,98 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16.913 | 14,38 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6.012 | 5,60 | 318 | 6,00 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 211.990 | 23,46 | 11.225 | 23,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.250 | 66 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 134.247 | 0,33 | 7.108 | 0,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.231 | 36,09 | 224 | 36,59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14.779 | 3,30 | 783 | 3,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 72.685 | 3,46 | 3.849 | 3,66 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7.561 | 400 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 86.777 | 27,40 | 4.595 | 27,65 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4.061 | 215 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 37.321 | 14,99 | 1.976 | 15,29 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 271.852 | 14.395 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 12.138 | 41,80 | 643 | 42,04 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1.407 | 2,18 | 75 | 2,78 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 154.157 | 828,88 | 8.163 | 831,74 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4.084 | 216 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26.230 | 1.475,38 | 1.391 | 1.497,70 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 | 1.300,00 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.627 | 0,96 | 139 | 2,21 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 26.280 | 3,52 | 1.389 | 3,66 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 323.062 | 98,19 | 17.106 | 98,61 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 5.682 | 26,66 | 301 | 26,58 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 26.280 | 3,52 | 1.389 | 3,66 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 1.099.620 | 547,57 | 58.218 | 549,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149.481 | 7,31 | 7.915 | 7,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 154.672 | 8.185 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 10.721 | 48,20 | 568 | 48,43 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11.695 | 619 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 246.417 | 48,06 | 13.048 | 48,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32.227 | 256,26 | 1.706 | 256,90 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 18.626 | 73,14 | 986 | 73,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.313.075 | 2,32 | 69.527 | 2,54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 100.010 | 5 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 277.737 | 0,77 | 14.706 | 0,99 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52.487 | 2.779 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.086 | 25,07 | 905 | 25,38 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34.335 | 1.818 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.592 | 667 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 20.916 | 40,14 | 1.108 | 40,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 32.574 | 2 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 142.469 | 2,81 | 7.544 | 3,02 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78.881 | 4.170 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 278 | 15 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7.062 | 33,27 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16.371 | 27,45 | 867 | 27,73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.572 | 560 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1.286.977 | 14,65 | 68.145 | 14,89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14.446 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 254 | 1,20 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23.956 | 1.268 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11.155 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 55.077 | 2.916 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.345 | 177 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11.374 | 20,49 | 602 | 20,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25.633 | 0,19 | 1.357 | 0,44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 165.842 | 1,96 | 8.781 | 2,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99.291 | 139,58 | 5.252 | 139,93 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 360.791 | 4,06 | 19.104 | 4,27 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52.419 | 5,23 | 2.776 | 5,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55.364 | 181,42 | 2.932 | 182,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10.487 | 9,71 | 555 | 9,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 153.503 | 28,49 | 8.128 | 28,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 | 1,85 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 126.171 | 1,21 | 6.681 | 1,43 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3.943 | 209 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 45.346 | 2.401 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.893 | 0,21 | 630 | 0,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 276 | 1,47 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 65.643 | 6,12 | 3.476 | 6,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11.702 | 10,58 | 620 | 10,73 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.775 | 200 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 312.471 | 20,98 | 16.545 | 21,23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 44.554 | 113,10 | 2.359 | 113,68 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10.411 | 4,43 | 551 | 4,75 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12.145 | 642 | ||||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 46.792 | 4,91 | 2.478 | 7,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5.517 | 292 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 459 | 129,50 | 24 | 140,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.949 | 1.134,37 | 527 | 1.152,38 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 34.666 | 2,06 | 1.836 | 2,29 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4.039 | 214 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 265.100 | 951,98 | 14.037 | 952,25 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 27.863 | 20,99 | 1.474 | 21,22 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 38.737 | 33,59 | 2.051 | 33,88 |
