Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF, omfatter SSIZX - Sierra Tactical Core Income Fund Class A Shares, BNGLX - Ubs Global Allocation Fund Class A, rebel Financial LLC, Rakuten Investment Management, Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, TT Capital Management LLC, MeadowBrook Investment Advisors LLC, Mascagni Wealth Management, Inc., Hoey Investments, Inc, Glenmede Investment Management, LP, Total Investment Management Inc, DecisionPoint Financial, LLC, Evolution Wealth Management Inc., Wolff Wiese Magana Llc, og CENTRAL TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Hsbc Holdings Plc | 281.807 | 0,23 | 6.031 | 6,86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57.487 | 1.230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7.341 | 50,80 | 157 | 61,86 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 144.386 | 37,41 | 3.090 | 46,54 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 29.340 | 587 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39.469 | 7,92 | 845 | 14,99 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 10.478 | 216 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 174.244 | 59,46 | 3.729 | 70,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 44.983 | 1,99 | 963 | 8,70 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 48.111 | 3,44 | 1.030 | 10,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 82.535 | 195,31 | 1.766 | 215,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 348 | 7 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10.511 | 0,04 | 225 | 6,67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 | 0,80 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.029 | 14,26 | 65 | 20,75 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 49.483 | 1,75 | 1.059 | 8,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290.665 | 4,31 | 6.220 | 11,23 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 101.793 | 11,89 | 2.178 | 19,34 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1.036 | 20 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 17 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 303.319 | 19,70 | 6.491 | 27,65 | ||||
| 2025-08-07 | 13F | Varma Mutual Pension Insurance Co | 700.000 | 250,00 | 14.980 | 273,19 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 379 | 8 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 48.783 | 101,34 | 1.044 | 114,61 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 44.754 | 1,63 | 958 | 8,38 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 62 | 1 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6.317 | 135 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 26.242 | 4,51 | 562 | 11,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.202 | 70,67 | 133 | 83,33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 10.136 | 217 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 346.600 | 31,44 | 7.417 | 40,15 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 43.782 | 937 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 143.152 | 5,20 | 3.063 | 12,16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41.968 | 33,26 | 898 | 42,09 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 24.148.386 | 3,77 | 516.775 | 10,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 183.145 | 3,78 | 3.919 | 10,67 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 53.274 | 5,47 | 1.140 | 12,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 182.180 | 0,61 | 3.899 | 7,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 279 | 6 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54.983 | 2,53 | 1.177 | 9,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20.819 | 1,37 | 446 | 8,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 14 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.618 | 1.738,64 | 35 | 3.300,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76.668 | 343,65 | 1.578 | 355,78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 212 | 5 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9.460 | 464,44 | 202 | 512,12 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 414 | 546,88 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 791.121 | 15.659,38 | 16.930 | 16.829,00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10.600 | 227 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 209.014 | 27,23 | 4.473 | 35,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50.340 | 3,52 | 1.078 | 10,56 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20.332 | 49,05 | 435 | 59,34 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 33 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16.459 | 352 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86.875 | 10,28 | 1.859 | 17,58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 483 | 10 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11.838 | 7,46 | 253 | 14,48 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 | 0 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 46.538 | 3,66 | 996 | 10,43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 266 | 0,38 | 6 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.401 | 5,18 | 30 | 11,54 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 47 | 1 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 348.300 | 7.454 | ||||||
| 2025-07-31 | 13F | City State Bank | 205.414 | 0,01 | 4.396 | 6,62 | ||||
| 2025-08-26 | NP | BNGLX - Ubs Global Allocation Fund Class A | 274.954 | 5.884 | ||||||
| 2025-07-29 | NP | SGPGX - SGI Prudent Growth Fund Class I Shares | 33.790 | 14,00 | 706 | 18,69 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 209.403 | 96,36 | 4.481 | 109,39 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1.176 | 25 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 231 | 0,43 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 487.775 | 29,86 | 10.438 | 38,47 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3.325.253 | 305,61 | 71 | 343,75 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 | 0 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 228.442 | 6,40 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.913 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 405 | 63,97 | 9 | 100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478.821 | 4,34 | 10.247 | 11,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.198 | 4.784,44 | 47 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 122 | 3 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 804.720 | 7,28 | 17.221 | 14,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 48.390 | 4,49 | 1.036 | 11,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 215 | 0,47 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 415 | 134,46 | 9 | 166,67 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 19.886 | 13,48 | 426 | 21,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.050 | 12,38 | 450 | 19,68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14.832 | 9,13 | 317 | 16,54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 336 | 86,67 | 7 | 133,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 232 | 5 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45.603 | 197,71 | 976 | 217,59 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 230.338 | 4.929 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 141 | 3,68 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 85.757 | 1,05 | 1.835 | 7,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.762 | 23,46 | 145 | 32,11 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 45.692 | 978 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 34.331 | 12,31 | 735 | 19,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.397 | 95,11 | 30 | 107,14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85.140 | 9,48 | 2 | 0,00 |
