Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock Debt Strategies Fund, Inc., omfatter Polar Asset Management Partners Inc., MTM Investment Management, LLC, Financial Gravity Companies, Inc., Sofos Investments, Inc., Decker Retirement Planning Inc., og Jones Financial Companies Lllp .
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 | Bank Of America Corp /de/ | 349.610 | 0,86 | 3.692 | 2,02 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 22.305 | 1,83 | 236 | 3,07 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 20.688 | 28,62 | 218 | 30,54 | ||||
2025-08-08 | 13F | Creative Planning | 60.083 | 0,02 | 634 | 1,12 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 180.905 | 5,14 | 1.889 | 2,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 92.249 | 29,37 | 974 | 30,91 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1.923 | 1.101,88 | 20 | 1.900,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 37.894 | 400 | ||||||
2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 85.729 | 10,64 | 883 | 6,13 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 270.875 | 8,59 | 2.847 | 9,29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 691.437 | 25,04 | 7.302 | 26,47 | ||||
2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 260.364 | 6,67 | 2.749 | 7,89 | ||||
2025-08-13 | 13F | Invesco Ltd. | 655.619 | 0,67 | 6.923 | 1,82 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.249 | 3,91 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 53 | 1,92 | 1 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 66.879 | 11,33 | 706 | 12,60 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.005 | 11 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6.100 | 8,93 | 64 | 10,34 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 28.386 | 0,17 | 300 | 1,36 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16.472 | 9,51 | 174 | 10,19 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 86.535 | 2,56 | 914 | 3,75 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 95.870 | 330.486,21 | 1.012 | -40,71 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.964 | 1,12 | 52 | 1,96 | ||||
2025-08-14 | 13F | UBS Group AG | 152.935 | 24,75 | 1.615 | 26,19 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 291 | 3 | ||||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 250 | 3 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2.128 | 0,33 | 22 | 0,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.716 | 1,91 | 113 | 2,73 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
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 | 453.855 | 24,46 | 4.752 | 21,76 | ||||
2025-07-17 | 13F | GraniteShares Advisors LLC | 260.364 | 6,67 | 2.749 | 7,89 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 210.861 | 30,96 | 2.227 | 28,15 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 20.967 | 2,43 | 221 | 3,76 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 181.178 | 2,29 | 1.913 | 3,46 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 19.036 | 2,88 | 201 | 4,15 | ||||
2025-08-14 | 13F | Polar Asset Management Partners Inc. | 225.656 | 2.383 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 109 | 1 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1.005 | 10 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 19.820 | 67,68 | 209 | 74,17 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 670 | 42,86 | 7 | 75,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 32.387 | 19,43 | 342 | 20,49 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 219 | 2 | ||||||
2025-08-08 | 13F | MTM Investment Management, LLC | 5.921 | 63 | ||||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 13.152 | 10,72 | 138 | 15,97 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 1.403.471 | 15,32 | 14.821 | 16,65 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 272.036 | 6,28 | 2.873 | 7,49 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 137.184 | 0,47 | 1.449 | 1,61 |