Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Flaherty & Crumrine Dynamic Preferred and Income Fund Inc., omfatter Wiley Bros.-aintree Capital, Llc, Catalina Capital Group, LLC, Abel Hall, LLC, Level Four Advisory Services, Llc, og Newbridge Financial Services Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 98.723 | 66,23 | 2.027 | 68,55 | ||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 114.827 | 4,55 | 2.357 | 6,08 | ||||
2025-08-15 | 13F | Morgan Stanley | 159.907 | 1,99 | 3.283 | 3,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.986 | 13,14 | 1.026 | 14,77 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.936 | 225 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89.517 | 3,79 | 2 | 0,00 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 1.188 | 1,80 | 24 | 4,35 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35.820 | 3,01 | 735 | 4,55 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 39.483 | 13,94 | 811 | 15,55 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 9.750 | 200 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 22.151 | 6,74 | 455 | 8,10 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 13.946 | 286 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27.062 | 2,05 | 556 | 3,54 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30.279 | 622 | ||||||
2025-08-14 | 13F | Sit Investment Associates Inc | 54.393 | 42,61 | 1 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 68.780 | 1,60 | 1.412 | 3,07 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.250 | 87 | ||||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 45.071 | 3,66 | 925 | 5,11 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 98.096 | 3,24 | 1.985 | 4,80 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7.877 | 1,14 | 162 | 2,55 | ||||
2025-08-05 | 13F | Huntington National Bank | 49 | 2,08 | ||||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 130.860 | 77,14 | 2.687 | 79,67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.083.013 | 9,31 | 22.234 | 10,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.545 | 0,16 | 52 | 1,96 | ||||
2025-08-13 | 13F | Invesco Ltd. | 310.380 | 3,11 | 6.372 | 4,60 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 19.489 | 40,62 | 400 | 42,86 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 500 | 10 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 28.809 | 8,88 | 591 | 10,26 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 36.350 | 5,43 | 746 | 8,59 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 43.960 | 8,37 | 902 | 9,87 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 93.985 | 2.791,85 | 1.930 | -32,36 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 345.568 | 10,79 | 7.095 | 12,37 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 23.784 | 32,68 | 488 | 34,81 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 10.500 | 216 | ||||||
2025-08-11 | 13F | Elequin Capital Lp | 36 | 1 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 881 | 1,73 | 18 | 5,88 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 461.489 | 1,10 | 9 | 0,00 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 12.168 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 8.843 | 8,88 | 182 | 10,37 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 22.428 | 8,97 | 460 | 10,58 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.480 | 89,74 | 30 | 100,00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 23.377 | 5,69 | 480 | 7,16 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 29.097 | 464,11 | 597 | 474,04 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.064 | 1,70 | 83 | 3,75 |