Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF, omfatter Raymond James Financial Inc, og MAI Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 730 | 13,53 | 31 | 14,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 30.424 | 13,45 | 1.313 | 13,68 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 57.670 | 25,68 | 2.490 | 25,90 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 28.369 | 3,21 | 1.225 | 3,38 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11.565 | 5,50 | 499 | 5,72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 99.583 | 3,91 | 4.299 | 4,09 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 225.525 | 5,75 | 9.736 | 5,93 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 21.721 | 0,87 | 936 | 3,31 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.219 | 0,49 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15.122 | 653 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 22 | 1 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 115.315 | 118,09 | 4.978 | 118,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.364 | 55,70 | 232 | 56,08 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 71.024 | 3.066 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7.735 | 334 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 199.254 | 0,37 | 8.602 | 0,54 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 25.640 | 0,32 | 1.107 | 0,45 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 123.867 | 0,78 | 5.348 | 0,94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 101 | 4 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16.783 | 55,53 | 725 | 55,70 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 14.958 | 1,32 | 646 | 1,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 242.262 | 0,17 | 10.459 | 0,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 239 | 0,42 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.234 | 1,83 | 226 | 1,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 595 | 92,56 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 6.291 | 0,51 | 270 | 1,89 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 165 | 0,61 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 53.762 | 0,87 | 2.321 | 1,04 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 67.547 | 7,60 | 2.916 | 7,80 |
