Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BNY Mellon High Yield Strategies Fund, omfatter Advance Capital Management, Inc., Mercer Global Advisors Inc /adv, Merit Financial Group, LLC, Newbridge Financial Services Group, Inc., og Raymond James Financial 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20.544 | 2,13 | 53 | 3,92 | ||||
| 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 | 910.627 | 1,56 | 2.286 | -1,97 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 80.580 | 7,46 | 210 | 9,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.799 | 31 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 99.880 | 37,84 | 260 | 40,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 189.824 | 1,84 | 494 | 3,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 49.202 | 13,70 | 128 | 15,45 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 58 | 3,57 | 0 | |||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 17.715 | 13,27 | 46 | 17,95 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3.147.462 | 22,89 | 8 | 33,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10.853 | 2,82 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35.164 | 4,17 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 2.265 | 2,81 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 54.533 | 273,33 | 142 | 281,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1.222.881 | 14,80 | 3.179 | 17,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.021 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52.441 | 136 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.571 | 4 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 100 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13.307 | 35 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 291.862 | 759 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5.391.376 | 0,10 | 14.018 | 2,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18.935 | 10,00 | 49 | 13,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48.902 | 49,89 | 127 | 53,01 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.319 | 29 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 879.614 | 0,25 | 2.287 | 2,19 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25.652 | 2,84 | 67 | 4,76 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 35.972 | 790,40 | 92 | 911,11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 62.634 | 163 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101.069 | 1,08 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.009.240 | 12,14 | 2.624 | 14,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 443.701 | 1,21 | 1.154 | 3,22 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 30.000 | 78 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 352.968 | 7,57 | 918 | 9,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29.073 | 77,48 | 76 | 82,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10.000 | 26 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62.245 | 4,05 | 162 | 5,92 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 297.741 | 31,03 | 774 | 32,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.109 | 0,29 | 34 | 3,03 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 267.959 | 786,43 | 697 | 803,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.347 | 2,83 | 30 | 3,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115.123 | 2,62 | 299 | 4,55 |
