Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i DoubleLine Opportunistic Credit Fund, omfatter Balyasny Asset Management Llc, Kovitz Investment Group Partners, LLC, XTX Topco Ltd, og Total Investment Management Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.057 | 0,95 | 62 | 0,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10.897 | 1,57 | 168 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25.548 | 0,28 | 393 | -1,51 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 140.546 | 1,43 | 2.162 | -0,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10.800 | 166 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 273.200 | 3,57 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.899 | 0,03 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 500.142 | 8,15 | 7.692 | 6,42 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6.614 | 507,90 | 102 | 494,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 269.372 | 53,85 | 4.143 | 51,39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 47.463 | 1,80 | 730 | 0,14 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3.270.893 | 3,22 | 50 | 2,04 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 28.235 | 1,84 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.864 | 44 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 14.073 | 0,11 | 216 | -1,37 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 169.914 | 0,45 | 2.613 | -1,14 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31.988 | 0,07 | 492 | -1,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 117 | 4,46 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 87.003 | 27,34 | 1.338 | 25,40 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 105.511 | 25,24 | 1.596 | 22,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214.105 | 0,55 | 3.293 | -1,08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 462 | 1,99 | 7 | 0,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 11.530 | 11,94 | 177 | 10,63 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153.128 | 3,02 | 2.395 | 2,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257.871 | 15,59 | 3.966 | 13,77 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 281.283 | 9,46 | 4.326 | 7,72 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 28.533 | 439 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14.338 | 221 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10.116 | 156 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 235.865 | 8,88 | 3.628 | 7,15 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 50.160 | 6,51 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12.478 | 6,23 | 192 | 4,37 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 12.176 | 10,30 | 187 | 8,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.240 | 37,59 | 0 | |||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 233.390 | 3.590 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 398.592 | 6,79 | 6.130 | 5,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 610.350 | 6,37 | 9.387 | 4,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 4.198 | 65 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 117.227 | 235,29 | 1.803 | 230,04 |
