Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund, omfatter Concurrent Investment Advisors, LLC, og New England Private Wealth Advisors 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 93.086 | 9,11 | 502 | 18,72 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 2.386.322 | 11,40 | 12.862 | 21,31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 77.010 | 101,58 | 415 | 119,58 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31.480 | 3,02 | 31 | 3,33 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 25.855 | 139 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13.707 | 74 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 780.541 | 0,28 | 4.207 | 9,22 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 23.632 | 19,76 | 127 | 30,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259.349 | 176,63 | 1.398 | 201,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18.500 | 85,00 | 100 | 102,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55.428 | 13,33 | 299 | 23,14 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 145.159 | 228,90 | 791 | 250,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12.275 | 22,75 | 66 | 34,69 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 13.339 | 74 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8.146 | 44 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255.725 | 3,45 | 1.378 | 12,67 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 695.819 | 5,32 | 3.750 | 14,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 787.542 | 22,23 | 4.245 | 33,08 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 137.484 | 5,06 | 741 | 14,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 317.811 | 2,66 | 1.713 | 11,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323.211 | 1,02 | 1.742 | 10,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.819 | 58 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21.574 | 116 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 50.311 | 1,50 | 271 | 10,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82.451 | 7,24 | 444 | 16,84 |
