Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i DoubleLine Income Solutions Fund, omfatter Herold Advisors, Inc., Cypress Capital Group, Elequin Capital Lp, Balyasny Asset Management Llc, Kingstone Capital Partners Texas, LLC, Pinnacle Family Advisors, LLC, Newbridge Financial Services Group, Inc., Jones Financial Companies Lllp, Mark Sheptoff Financial Planning, Llc, Smallwood Wealth Investment Management, LLC, Iron Horse Wealth Management, LLC, og Creekmur Asset 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-05 | 13F | Ghe, Llc | 47.476 | 24,28 | 581 | |||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 33.193 | 2,38 | 406 | -0,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 0,01 | 123 | 7,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.064 | 2,80 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 197.357 | 69,03 | 2.416 | 61,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36.938 | 2,06 | 452 | -0,88 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 6 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25.774 | 92,07 | 315 | 86,39 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 1.600 | 220,00 | 20 | 216,67 | |||
| 2025-08-14 | 13F | Dauntless Investment Group, LLC | 326 | 4 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56.469 | 691 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176.543 | 1,67 | 2.161 | -1,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.068 | 13 | ||||||
| 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 | 922.844 | 3,49 | 11.351 | -1,10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14.986 | 183 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 15.011 | 184 | ||||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3.225.943 | 1,12 | 39.486 | -1,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.149.726 | 5,13 | 38.553 | 2,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.750 | 21 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.380.492 | 8,47 | 16.897 | 5,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.001 | 366,73 | 86 | 372,22 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 177.830 | 44,12 | 2.177 | 39,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.019.319 | 2,13 | 12.476 | -0,87 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 15.000 | 2,04 | 184 | -1,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 744.956 | 1,66 | 9.118 | -1,32 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 19.644 | 2,24 | 240 | -0,83 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 152.774 | 1,89 | 1.870 | -1,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 230.981 | 5,30 | 2.827 | 2,21 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 114.950 | 1.407 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 7.652 | 361,52 | 94 | 389,47 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 227.512 | 0,27 | 2.785 | -2,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 22.443 | 7,58 | 275 | 4,18 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 107.657 | 11,66 | 1.314 | 8,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37.273 | 0,02 | 456 | -2,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 45.065 | 1 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 130.210 | 0,37 | 1.594 | -2,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 428.118 | 4,05 | 5.240 | 1,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13.830 | 16,91 | 169 | 13,42 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 40.550 | 18,86 | 496 | 15,35 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 39.332 | 0,41 | 481 | -2,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44.146 | 2,23 | 540 | -0,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.800 | 22 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 630.032 | 0,13 | 7.712 | -2,81 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 14.980 | 2,49 | 183 | -0,54 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 57.906 | 54,10 | 730 | 59,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 180.033 | 208,33 | 2.204 | 199,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116.886 | 7,16 | 1.431 | 4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 31.832 | 0,04 | 390 | -2,99 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 333 | 4 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 282.852 | 6,21 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 244.126 | 206,71 | 2.988 | 197,91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28.998 | 1,27 | 355 | -1,12 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 108.346 | 6,04 | 1.326 | 2,95 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.350 | 4,71 | 163 | 1,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 119.061 | 18,49 | 1.457 | 15,00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 296.789 | 1,50 | 3.576 | -0,39 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39.816 | 487 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.700 | 70 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 439.670 | 1,99 | 5.382 | -0,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.356 | 143,88 | 17 | 166,67 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 935.733 | 2,60 | 11.453 | -0,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 563.553 | 6,58 | 6.898 | 3,45 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28.165 | 35,81 | 345 | -10,18 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39.056 | 478 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48.691 | 0,83 | 596 | -1,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 678.431 | 2,66 | 8.298 | -0,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 423.017 | 1,21 | 5.178 | -1,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.595 | 27,02 | 583 | 23,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.437 | 1,84 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 21.016 | 257 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13.874 | 18,21 | 170 | 14,19 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.686 | 2,74 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.334 | 126 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44.265 | 1,37 | 542 | -1,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416 | 5 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15.700 | 16,64 | 192 | 13,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.950 | 68,57 | 36 | 63,64 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107.267 | 2,51 | 1.313 | -0,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70.692 | 10,08 | 865 | 6,92 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59.817 | 732 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150.542 | 28,17 | 1.843 | 24,38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.353 | 8,08 | 151 | 7,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12.200 | 149 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 2.200 | 450,00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 14.600 | 40,38 | 0 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14.303 | 30,39 | 175 | 26,81 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 15 | 0 | ||||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 14.642 | 179 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 607.965 | 3,18 | 7.441 | 0,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 144.406 | 1,30 | 1.768 | -1,67 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 49.895 | 611 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 499 | 110,55 | 6 | 200,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 177.762 | 0,96 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.035 | 0,89 | 25 | -4,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 207 | 3 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 444.190 | 3,04 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56.936 | 7,81 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18.600 | 1.228,57 | 228 | 1.235,29 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.839 | 303,75 | 194 | 293,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.491 | 7,04 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 223.740 | 4,72 | 2.739 | 1,63 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 26.600 | 3,91 | 314 | -2,18 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 81.169 | 304,17 | 994 | 292,49 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 49.156 | 30,81 | 602 | 27,06 |
