Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Professionally Managed Portfolios - Congress SMid Growth ETF, omfatter Integrated Wealth Concepts LLC, Gibbs Wealth Management, Stifel Financial Corp, PFG Advisors, Quantinno Capital Management LP, Aptus Capital Advisors, LLC, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, og Comerica Bank .
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 | Quantinno Capital Management LP | 7.430 | 232 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29.138 | 2.999,79 | 909 | 3.392,31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13.268 | 25,36 | 414 | 41,44 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 62.108 | 49,75 | 1.937 | 68,79 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8.283 | 258 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 272.040 | 10,00 | 8.482 | 24,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96.254 | 3.001 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 214 | 7 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7.114 | 222 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 901.247 | 18,62 | 28.101 | 33,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.390 | 75 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.917 | 60 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 77.840 | 2.427 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7.004.814 | 5,09 | 218 | 18,48 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 359.791 | 19,26 | 11.218 | 34,44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 15 | ||||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 67.059 | 2.091 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 250.996 | 3.894,21 | 7.826 | 4.423,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 524.355 | 82,73 | 16.349 | 105,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.610 | 362 |
