Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund, omfatter Glenmede Investment Management, LP, Prime Capital Investment Advisors, LLC, Atlantic Union Bankshares Corp, Brian Low Financial Group, Llc, PKS Advisory Services, LLC, Chase Investment Counsel Corp, Integrity Alliance, Llc., TFAGX - TFA AlphaGen Growth Fund Class I, Summit Financial, LLC, Lee Johnson Capital Management, Llc, Park Avenue Securities Llc, National Wealth Management Group, LLC, GM Advisory Group, Inc., Nations Financial Group Inc, /ia/ /adv, Rehmann Capital Advisory Group, Robertson Stephens Wealth Management, LLC, EP Wealth Advisors, Inc., Aster Capital Management (DIFC) Ltd, TFAFX - Tactical Growth Allocation Fund Class I, og Golden State Wealth 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-02 | 13F | Howard Financial Services, Ltd. | 8.170 | 0,81 | 306 | 0,99 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 17.338 | 0,32 | 650 | 0,46 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 187.467 | 9,12 | 7.032 | 9,18 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 13.286 | 32,86 | 498 | 33,16 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 30.589 | 88,83 | 1.147 | 88,96 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 166.446 | 2,87 | 6.243 | 2,92 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19.427 | 18,07 | 729 | 18,18 | ||||
2025-08-14 | 13F | Glenview Trust Co | 2.592.515 | 1,06 | 97.245 | 1,11 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 40.311 | 1.512 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2.251.265 | 1,17 | 84.445 | 1,23 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 27.107 | 0,36 | 1.017 | 0,40 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 424.868 | 1,45 | 15.937 | 1,50 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 38.194 | 26,26 | 1.433 | 26,28 | ||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 11.700 | 439 | ||||||
2025-08-15 | 13F | Morgan Stanley | 17.335.497 | 0,27 | 650.255 | 0,33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 6.917 | 1,29 | 259 | 1,17 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 13.239 | 497 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 807 | 30 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 179.879 | 6.747 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81.357 | 5,78 | 3.052 | 5,83 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 142.165 | 12,02 | 5.333 | 12,09 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14.710 | 3,46 | 1 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13.123 | 0,02 | 492 | 0,20 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 36.658 | 0,78 | 1.375 | 0,88 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.981 | 224 | ||||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6.570 | 8,77 | 246 | 8,85 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2.386 | 23,31 | 89 | 30,88 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 164 | 6 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 16.328 | 28,22 | 612 | 28,30 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 14.754 | 85,49 | 553 | 85,57 | ||||
2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 6.700 | 0,80 | 251 | 0,80 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.041 | 189 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 764.018 | 22,92 | 28.658 | 22,99 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 7.397 | 34,52 | 277 | 34,47 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 9.249 | 0,04 | 347 | 0,00 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 272.850 | 221,31 | 10.235 | 221,52 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2.099.516 | 1,55 | 78.753 | 1,60 | ||||
2025-07-24 | 13F | Blair William & Co/il | 17.433 | 58,01 | 654 | 58,11 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 6.479 | 243 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 14.208 | 0,12 | 533 | 0,00 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 28.577 | 10,61 | 1.072 | 40,55 | ||||
2025-07-17 | 13F | G&S Capital LLC | 22.514 | 2,52 | 845 | 2,55 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14.768 | 377,00 | 1 | -100,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 6.238 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 3.190 | 23,26 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 125 | 635,29 | 5 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 85.322 | 0,11 | 3.200 | 0,16 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.625 | 1,02 | 211 | 0,96 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 435 | 45,00 | 16 | 45,45 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 18.970 | 42,82 | 712 | 42,97 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8.872 | 333 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 9.913 | 372 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 45.522 | 49,25 | 1.708 | 49,34 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 12.222 | 1,49 | 458 | 1,55 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 6.828 | 256 | ||||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 47.094 | 4,17 | 1.766 | 4,25 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13.680 | 1,53 | 513 | 1,58 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7.239 | 1,79 | 272 | 1,88 | ||||
2025-07-18 | 13F | Truist Financial Corp | 24.572 | 15,81 | 922 | 15,85 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7.380 | 277 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2.349.160 | 5,42 | 88.117 | 5,48 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 76.490 | 1,03 | 2.869 | 1,09 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 187.567 | 2,78 | 7.036 | 2,84 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 512 | 19 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 129.942 | 25,39 | 4.874 | 25,46 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 67.909 | 5,43 | 2.547 | 5,51 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11.681 | 0,42 | 438 | 0,46 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 403.351 | 3,88 | 15.130 | 3,94 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 66.150 | 2,97 | 2.481 | 3,03 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 20.843 | 0,70 | 782 | 0,77 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7.067 | 265 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 100.501 | 6,42 | 3.770 | 6,47 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5.658 | 212 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 154.229 | 78,62 | 5.785 | 87,95 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7.481 | 281 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252.582 | 41,69 | 9.474 | 41,76 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 6.885 | 0 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 14.178 | 532 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 3.809 | 0,29 | 143 | 0,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 18.774 | 18,49 | 1 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 350 | 13 | ||||||
2025-08-14 | 13F | Mariner, LLC | 755.825 | 2,08 | 28.345 | 2,15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 722.487 | 91,45 | 27 | 92,86 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 10.071 | 0,11 | 378 | 0,00 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 342.706 | 11,92 | 12.855 | 11,98 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 10.258 | 0,18 | 385 | 0,26 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 545 | 20 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 16.847 | 1.861,23 | 632 | 2.003,33 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 63.650 | 25,45 | 2.378 | 25,50 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 43.088 | 358,29 | 1.616 | 359,09 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.738 | 5,09 | 215 | 5,39 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7.510 | 282 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.006 | 38 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 43.685 | 52,10 | 1.639 | 52,23 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 17.850 | 0,02 | 670 | 0,00 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 17.401 | 5,62 | 653 | 5,67 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.114 | 79 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 32.280 | 22,85 | 1.220 | 27,35 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 261.654 | 14,66 | 9.815 | 14,72 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3.100 | 116 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 13.114 | 26,74 | 492 | 26,87 | ||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 223.010 | 31,68 | 8.365 | 31,75 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 26.261 | 10,75 | 985 | 10,92 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 149.968 | 1,79 | 6 | 0,00 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.683 | 213 | ||||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 301.708 | 2,26 | 11.492 | 3,91 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 13.298 | 89,97 | 499 | 90,08 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 7.164 | 474,04 | 269 | 482,61 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 89 | 2,30 | 3 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 383.625 | 11,39 | 14.390 | 11,45 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 24.796 | 0,48 | 930 | 0,54 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 886.873 | 41,02 | 33.267 | 41,10 | ||||
2025-07-17 | 13F | Walker Asset Management, LLC | 42.628 | 0,00 | 1.599 | 0,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 11.714 | 0,58 | 439 | 0,69 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28.452 | 0,30 | 1.067 | 0,38 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232.443 | 36,15 | 8.719 | 36,22 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 568 | 0,89 | 21 | 0,00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.842.513 | 3,49 | 144.133 | 3,55 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22.305 | 16,17 | 837 | 16,27 | ||||
2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 3.676 | 138 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 86.427 | 3,74 | 3.242 | 3,78 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 93.420 | 6,76 | 3.505 | 6,80 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 4.592 | 26,71 | 172 | 27,41 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13.406 | 11,95 | 503 | 12,05 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 993.380 | 37.262 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 279.099 | 4,93 | 10.469 | 4,99 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9.139 | 343 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 3.982 | 1.339 | ||||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 19.168 | 0,80 | 719 | 0,84 | ||||
2025-08-13 | 13F | M&t Bank Corp | 37.528 | 1.408 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 11.887 | 3,15 | 446 | 3,01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16.381 | 6,11 | 611 | 5,54 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 3.372 | 462,00 | 126 | 472,73 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.883 | 1,02 | 521 | 0,97 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21.279 | 23,44 | 798 | 24,11 | ||||
2025-07-31 | 13F | Auour Investments LLC | 50.861 | 0,42 | 1.908 | 4,26 | ||||
2025-08-08 | 13F | Creative Planning | 10.510 | 4,11 | 394 | 4,23 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 143.977 | 1,08 | 5.401 | 1,12 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 25.306 | 0,42 | 949 | 0,53 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 27.033 | 4,53 | 1.014 | 4,64 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9.500 | 0,03 | 356 | 0,00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 86.547 | 0,14 | 3.246 | 0,19 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 23.469 | 0,37 | 871 | 6,74 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 24.500 | 919 | ||||||
2025-08-14 | 13F | Camden Capital, LLC | 13.096 | 18,98 | 491 | 19,17 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 40.533 | 0,59 | 1.520 | 0,66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Wedmont Private Capital | 24.312 | 0,41 | 900 | 6,64 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2.339.093 | 3,65 | 87.739 | 3,70 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 274 | 0,37 | 10 | 0,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 150 | 6 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 47.323 | 10,00 | 2 | 0,00 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1.904 | 29,44 | 71 | 29,09 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 127 | 0,79 | 5 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 33.480 | 0,51 | 1.256 | 0,56 | ||||
2025-08-05 | 13F | Chase Investment Counsel Corp | 13.765 | 1 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 10.600 | 70,97 | 398 | 71,12 | |||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 21.038 | 263,66 | 786 | 270,28 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 30.039 | 441,24 | 1.127 | 441,35 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8.473 | 2,79 | 318 | 2,59 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.215 | 168,97 | 346 | 169,53 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 16.116 | 605 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1.906.011 | 9,44 | 71.494 | 9,50 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 207.308 | 3,85 | 7.776 | 3,92 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7.023 | 0,17 | 263 | 10,50 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 63.440 | 7,69 | 2.380 | 7,74 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.176 | 21,73 | 119 | 22,68 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 17.223 | 2,38 | 646 | 2,54 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 283.982 | 0,87 | 11 | 0,00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 9.420 | 0 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 7.857 | 4,56 | 295 | 4,63 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.489.059 | 2,45 | 55.854 | 2,51 | ||||
2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 9.355 | 351 | ||||||
2025-08-14 | 13F | Objective Capital Management, LLC | 23.291 | 3,08 | 874 | 3,07 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33.440 | 3,38 | 1.254 | 3,47 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 77.458 | 21,48 | 2.922 | 26,94 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 717 | 27 | ||||||
2025-08-12 | 13F | New Republic Capital, LLC | 110.170 | 12,78 | 4.132 | 12,83 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 22.549 | 233,37 | 846 | 233,99 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 107.891 | 4.047 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 112.314 | 4.213 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 533 | 20 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 55.328 | 1,67 | 2.050 | 0,00 |