Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i DoubleLine ETF Trust - DoubleLine Mortgage ETF, omfatter TPG Financial Advisors, LLC, Mather Group, Llc., Milestones Private Investment Advisors LLC, Sensible Financial Planning & Management, LLC., Transatlantique Private Wealth Llc, LPL Financial LLC, RFG Advisory, LLC, Allworth Financial LP, og WealthTrak Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | New Republic Capital, LLC | 44.973 | 219,25 | 2.207 | 219,71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83.867 | 18,54 | 4 | 33,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1.875.326 | 5,86 | 92.022 | 5,91 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 77.480 | 3.802 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 10.086 | 495 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 644.973 | 10,35 | 31.649 | 10,39 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 204.113 | 67,53 | 10.016 | 67,59 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.556 | 54,70 | 322 | 55,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 97.370 | 0,38 | 4.778 | 0,40 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 950.433 | 0,85 | 46.638 | 0,89 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 645.725 | 13,57 | 31.686 | 13,61 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 199.230 | 9.776 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 196.992 | 75,80 | 9.666 | 75,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14.049 | 69,22 | 689 | 69,29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 320.021 | 6,94 | 15.703 | 6,98 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 726 | 36 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4.335 | 213 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 319.701 | 10,92 | 15.688 | 10,96 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 169.000 | 0,51 | 8.293 | 0,55 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 211.099 | 4,90 | 10.359 | 4,94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 222.693 | 55,77 | 10.806 | 56,45 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 79.657 | 20,27 | 3.909 | 20,32 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 58.912 | 0,91 | 2.891 | 0,94 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 96.371 | 109,70 | 4.729 | 109,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 85 | 129,73 | 4 | 300,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 68.223 | 32,80 | 3.357 | 33,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.016 | 246 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 21.330 | 1.047 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6.279 | 308 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 17.562 | 26,97 | 862 | 26,62 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.726 | 0,07 | 279 | -0,36 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 491 | 24 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 11.725 | 575 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 338.537 | 91,06 | 16.612 | 91,14 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 294.552 | 4,57 | 14.454 | 4,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6.619 | 325 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5.325 | 1,27 | 261 | 1,56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14.297 | 21,37 | 702 | 21,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4.184 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 134.091 | 8,05 | 6.580 | 8,08 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 65.501 | 13,12 | 3.214 | 13,17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13.257 | 17,34 | 651 | 17,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7.994 | 3,25 | 392 | 5,38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8.293 | 11,24 | 407 | 11,23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 100.594 | 10,01 | 4.936 | 10,06 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5.314 | 261 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 25.792 | 77,50 | 1.266 | 77,67 |
