Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares MSCI Emerging Markets Asia ETF, omfatter WestEnd Advisors, LLC, Victory Capital Management Inc, Stifel Financial Corp, Coastal Bridge Advisors, LLC, DAVENPORT & Co LLC, Atria Investments Llc, Transcend Wealth Collective, Llc, AlTi Global, Inc., Simplicity Wealth,LLC, Wealth Enhancement Advisory Services, Llc, Warren Averett Asset Management, LLC, Phillips Wealth Planners LLC, Glaxis Capital Management, LLC, Stephens Inc /ar/, Concurrent Investment Advisors, LLC, Ascent Group, LLC, Harrell Investment Partners, Llc, GeoWealth Management, LLC, GLOW - VictoryShares WestEnd Global Equity ETF, og StoneX Group Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.443 | 119 | ||||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1.855.227 | 153.151 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 53.794 | 4.441 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.988 | 999 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.902.443 | 2.160,27 | 157.047 | 2.419,19 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8.642 | 713 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.226 | 9,39 | 267 | 22,02 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4.169 | 344 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.731 | 143 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 500,00 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 100.771 | 15,91 | 8.319 | 29,18 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 37.716 | 3.113 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33 | 22,22 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 323.387 | 13,02 | 26.696 | 11,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.200 | 264 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2.849 | 0,25 | 235 | 11,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3.424 | 0,20 | 283 | 11,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 188 | 59,32 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.895 | 487 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 262 | 22 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 361 | 0,28 | 30 | 11,54 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11.143 | 4,34 | 920 | 16,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4.000 | 12,04 | 330 | 25,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.686.001 | 139 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 300 | 26 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 17 | 1 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 28.760 | 2.381 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 30.763 | 11,12 | 2.635 | 28,60 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 498 | 1.678,57 | 41 | 1.950,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 46.682 | 460,48 | 3.854 | 525,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2.667 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25.043 | 45,07 | 2.067 | 61,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22.742 | 4,04 | 1.877 | 15,94 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1.229 | 8,66 | 101 | 21,69 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 9.000 | 743 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 9.145 | 101,88 | 755 | 125,07 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3.328 | 1,34 | 275 | 12,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12.619 | 240,04 | 1.042 | 279,93 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4.678 | 386 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 887 | 42,83 | 73 | 62,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 930.808 | 20.534,18 | 76.838 | 22.905,39 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3.329 | 20,92 | 275 | 34,98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 79.150 | 4,98 | 6.534 | 16,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.568.636 | 3.380,63 | 212.041 | 3.779,25 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5.474 | 452 | ||||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 10.229 | 846 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 90 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 315.329 | 83,62 | 26.030 | 104,65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35.297 | 2.914 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.843 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71.427 | 5.896 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 120 | 10 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46.149 | 3.810 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 373.679 | 30.847 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.657 | 962 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4.271 | 315 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36.359 | 11.628,71 | 3.001 | 13.540,91 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14.967 | 7,96 | 1.271 | 23,88 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 194.413 | 13,20 | 16.049 | 26,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39.403 | 3.253 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.140 | 259 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41.548 | 5.529,81 | 3.430 | 6.250,00 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 680.561 | 56.180 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 692 | 0,29 | 57 | 11,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 17.008 | 1.404 | ||||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 7.284 | 4,88 | 601 | 16,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 727 | 2,68 | 60 | 20,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.070 | 83,75 | 336 | 104,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294.140 | 128,20 | 24.281 | 154,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.811 | 1.305 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5.877 | 485 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 54.450 | 774,00 | 4.494 | 878,87 | ||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 4.362 | 360 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.786.089 | 48.995,35 | 147.442 | 54.710,78 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 590 | 49 | ||||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 5.793 | 478 |
