Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF, omfatter Orion Portfolio Solutions, LLC, Ausdal Financial Partners, Inc., Allworth Financial LP, Nova Wealth Management, Inc., og AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 25.450 | 53,73 | 1.324 | 54,31 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 57.623 | 53,77 | 2.998 | 54,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.154 | 21,59 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 10.892 | 21,54 | 567 | 19,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 73.312 | 60,73 | 3.815 | 61,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.208 | 12,70 | 427 | 13,26 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 440.469 | 10,58 | 22.919 | 10,93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 138 | 7 | ||||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 155.187 | 3,80 | 8.075 | 4,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 91 | 5 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52.569 | 29,61 | 2.735 | 30,05 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 31.747 | 7,46 | 1.652 | 7,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.602 | 9.905,56 | 187 | 18.600,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 50.239 | 146,78 | 2.614 | 147,77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.365 | 11,35 | 175 | 12,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 62.676 | 2,99 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 50 | 3 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4.728 | 1,22 | 245 | 1,24 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57.862 | 1.363,38 | 3.011 | 1.368,29 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 46 | 2,22 | 2 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 128.865 | 7 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 767 | 40 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 208.916 | 1.912,68 | 10.870 | 1.920,45 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5.270 | 1,19 | 274 | 1,48 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16.809 | 58,91 | 875 | 59,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.578 | 549 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 97.920 | 1,90 | 5.095 | 2,21 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17.783 | 39,65 | 925 | 40,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 32.541 | 15,01 | 1.693 | 15,41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 121.407 | 3,55 | 6.317 | 3,88 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 331.830 | 138,34 | 17.266 | 139,09 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7.922 | 412 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 151.292 | 2,62 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
