Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The 2023 ETF Series Trust - Eagle Capital Select Equity ETF, omfatter Cresset Asset Management, LLC, BCS Private Wealth Management, Inc., Glenmede Investment Management, LP, Lowe Brockenbrough & Co Inc, Brown Brothers Harriman & Co, Morse Asset Management, Inc, og Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 94.947 | 57,95 | 2.866 | 70,23 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 65.782 | 71,53 | 1.985 | 84,82 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 401.880 | 12.129 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 479.808 | 14.481 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 760.077 | 52,85 | 22.939 | 64,70 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 36.500 | 1.102 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41.262 | 405,41 | 1.245 | 446,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.154.552 | 156,08 | 34.844 | 175,93 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 509.526 | 11,70 | 15.377 | 20,35 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 1.017.763 | 31 | ||||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 1.593.833 | 37,23 | 48.102 | 47,86 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2.499.969 | 162,55 | 75.449 | 182,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 3.416.405 | 138,04 | 103.107 | 156,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136.325 | 4,47 | 4.114 | 12,56 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 118.948 | 10,07 | 3.590 | 18,57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3.784.928 | 114.229 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25.289 | 1.384,97 | 762 | 1.519,15 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 539.338 | 137,54 | 16 | 166,67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 487.203 | 114,10 | 13.647 | 115,34 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 991.058 | 29.910 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 10.467 | 3.820,22 | 316 | 4.400,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 62.747 | 26,74 | 1.894 | 36,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12.704 | 383 |
