Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF, omfatter LPL Financial LLC, Nilsine Partners, LLC, Equitable Holdings, Inc., Concurrent Investment Advisors, LLC, Raymond James Financial Inc, Inscription Capital, LLC, Mariner, LLC, Royal Bank Of Canada, og GWM 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 62.660 | 168,68 | 2.330 | 198,34 | ||||
2025-07-14 | 13F | Counterpoint Mutual Funds LLC | 1.238.916 | 14,34 | 46.070 | 23,80 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 6.130 | 4,89 | 228 | 16,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Nilsine Partners, LLC | 53.682 | 1.996 | ||||||
2025-08-14 | 13F | Mariner, LLC | 19.712 | 733 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 51.785 | 1.926 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 30.134 | 1.121 | ||||||
2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund Class A Shares | 1.238.916 | 1,61 | 46.070 | 12,80 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3.435 | 128 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 45.709 | 1.700 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 41.805 | 359,35 | 1.555 | 411,18 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 55 | 2 | ||||||
2025-08-12 | 13F | Inscription Capital, LLC | 30.100 | 1.119 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 68.061 | 102,91 | 2.531 | 125,29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 107.330 | 1.862,16 | 3.991 | 2.080,33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 56.600 | 27,67 | 2.105 | 41,78 | ||||
2025-08-12 | 13F | LPL Financial LLC | 68.486 | 2.547 |