Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund, omfatter Boreal Capital Management LLC, Zions Bancorporation, National Association /ut/, og North Star Investment Management Corp. .
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 | Royal Bank Of Canada | 174.688 | 1,52 | 3.181 | 3,38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1.521 | 28 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 916.548 | 0,28 | 16.690 | 2,14 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 15.880 | 3,18 | 289 | 4,73 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 6.888 | 13,93 | 125 | 15,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109.435 | 0,09 | 1.993 | 1,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45.758 | 2,37 | 833 | 4,26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49.494 | 27,66 | 901 | 30,01 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2.500 | 46 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 108.387 | 1,17 | 1.974 | 3,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84.809 | 3,55 | 1.544 | 5,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.215.182 | 169,17 | 22.128 | 174,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36.731 | 669 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.489 | 64 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 603.666 | 1,27 | 10.993 | 3,13 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 70.761 | 15,25 | 1.281 | 19,27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 63 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 45.852 | 0,46 | 835 | 2,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.748 | 2,11 | 105 | 6,12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 59.741 | 43,47 | 1.088 | 46,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.161.741 | 9,89 | 21.155 | 11,91 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11.756 | 0,01 | 214 | 1,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57.785 | 4,29 | 1.052 | 6,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23.926 | 5,75 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13.835 | 0,20 | 252 | 2,03 |
