Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ALPS ETF Trust - Alerian Energy Infrastructure ETF, omfatter Brinker Capital Investments, LLC, Lavaca Capital Llc, Brasada Capital Management, Lp, Northeast Financial Consultants Inc, Newbridge Financial Services Group, Inc., Custom Index Systems, Llc, Bank of New York Mellon Corp, Jones Financial Companies Lllp, Global Retirement Partners, LLC, og Principal Securities, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 96.186 | 30,40 | 3.013 | 24,36 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 40.916 | 2,89 | 1.319 | 1,23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65.791 | 0,38 | 2.121 | -1,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63 | 2 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84.794 | 11,11 | 2.734 | 9,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 76.103 | 6,45 | 2.426 | 3,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 | 7 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8.707 | 8,07 | 281 | 6,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.943 | 9,59 | 256 | 8,02 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 7.800 | 2,63 | 251 | 0,80 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11.825 | 381 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19.392 | 6,17 | 625 | 4,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.215 | 0,38 | 168 | -1,18 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 8.055 | 0,81 | 260 | -0,77 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13.483 | 7,91 | 435 | 6,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.648 | 185,62 | 53 | 194,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 233 | 8 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27.943 | 901 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27.745 | 10,81 | 889 | 13,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.809 | 9,30 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 23.404 | 755 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 390 | 13 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.350 | 25,15 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9.733 | 45,10 | 314 | 42,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38.866 | 8,68 | 1.253 | 6,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9.943 | 0,25 | 321 | -1,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 162.798 | 34,55 | 5.249 | 32,83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 19.392 | 625 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 29.004 | 5,05 | 935 | 3,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 496 | 1,22 | 16 | -6,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 323.169 | 15,02 | 10.419 | 13,15 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8.217 | 1,05 | 265 | -0,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6.835 | 220 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59.033 | 70,78 | 1.903 | 68,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 632 | 49,41 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 101.088 | 38,79 | 3.259 | 36,59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 152.281 | 35,49 | 4.910 | 33,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56.503 | 65,33 | 1.822 | 62,73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 105 | 0,96 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.477 | 8,58 | 789 | 6,91 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 40.302 | 92,33 | 1.299 | 89,36 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 187.121 | 17,95 | 6.033 | 16,04 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 125 | 56,25 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.438 | 0,14 | 46 | -2,13 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 27.200 | 1.329 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.177 | 370,80 | 38 | 428,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11.550 | 35,09 | 372 | 32,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31.625 | 1.020 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 21.023 | 106,57 | 678 | 103,30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22.021 | 0,92 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7.038 | 68,33 | 226 | 64,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423.503 | 11,53 | 13.654 | 9,72 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 23.850 | 760 |
