Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF, omfatter Stratos Wealth Partners, LTD., Northwest Wealth Advisors, LLC, Western Wealth Management, LLC, Harbour Investments, Inc., og Northwestern Mutual Wealth Management Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 94.141 | 28,64 | 4.627 | 33,12 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 16.973 | 9,06 | 825 | 11,50 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 18.637 | 18,19 | 916 | 22,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 198.805 | 15,85 | 9.771 | 19,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 666 | 33 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 21.558 | 3,91 | 1.060 | 7,51 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 405 | 20 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 610.169 | 1,27 | 29.989 | 4,83 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9.548 | 7,57 | 469 | 11,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 18.546 | 37,42 | 912 | 42,34 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.226 | 404 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 26.638 | 23,89 | 1.307 | 24,71 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 197 | 10 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 864 | 0,47 | 42 | 5,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 74.474 | 4,47 | 3.660 | 8,12 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 23.382 | 35,68 | 1.149 | 40,46 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 4.600 | 226 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 26.091 | 1,91 | 1.282 | 5,51 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 503 | 0,40 | 25 | 4,35 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 189.583 | 3,74 | 9.318 | 7,36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.679 | 0,30 | 83 | 3,80 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 17.046 | 40,38 | 826 | 43,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 100.419 | 42,70 | 4.935 | 47,71 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 17.415 | 95,04 | 856 | 101,65 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 994 | 49 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 34.360 | 217,47 | 1.689 | 229,04 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 15.624 | 36,94 | 768 | 41,77 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.580 | 54,60 | 75 | 59,57 |
