Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Calamos Long/Short Equity & Dynamic Income Term Trust, omfatter Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Readystate Asset Management Lp, Newbridge Financial Services Group, Inc., Rockefeller Capital Management L.P., XTX Topco Ltd, og McIlrath & Eck, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12.430 | 202 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11.556 | 3,12 | 188 | 7,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57.446 | 11,13 | 932 | 15,92 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 67.367 | 0,20 | 1.096 | 4,68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19.715 | 320 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 155.431 | 36,65 | 2.523 | 42,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 124 | 103,28 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 720.268 | 1,97 | 11.690 | 6,35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27.431 | 445 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.869 | 78,00 | 30 | 87,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13.229 | 215 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 25.450 | 413 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.315 | 3,11 | 54 | 6,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.650 | 52,08 | 59 | 59,46 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 261.999 | 1,99 | 4.252 | 6,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 438.105 | 31,10 | 7.110 | 36,76 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.300 | 21 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 12.739 | 207 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 212.205 | 0,62 | 3.444 | 4,97 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50.994 | 0,78 | 828 | 5,21 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12.384 | 201 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19.000 | 15,45 | 308 | 20,31 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 25.960 | 13,56 | 421 | 18,59 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 70 | 1 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 264.689 | 3,04 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.649 | 5,39 | 481 | 10,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63.830 | 22,51 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61.150 | 2,00 | 992 | 6,44 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10.381 | 2,70 | 168 | 7,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 90.396 | 26,02 | 1.467 | 31,45 |
