Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Alger Funds - Concentrated Equity Fund, omfatter Fred Alger Management, Llc, LPL Financial LLC, Brinker Capital Investments, LLC, Atria Investments Llc, SPECX - Alger Spectra Fund Class A, Gladstone Institutional Advisory LLC, Truist Financial Corp, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, Janney Montgomery Scott LLC, og CoreCap 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.534 | 788 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.050 | 0 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85.622 | 152,86 | 2.617 | 235,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 132.895 | 3.947 | ||||||
| 2025-06-26 | NP | SPECX - Alger Spectra Fund Class A | 99.000 | 2.308 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 141.477 | 4.202 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 573 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fred Alger Management, Llc | 174.563 | 5.185 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.445 | 114,47 | 73 | 188,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 112.963 | 3.355 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 42.696 | 9,31 | 1.268 | 42,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 63.759 | 1.894 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91.331 | 340,02 | 3 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.500 | 252 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 29.102 | 842 |
