Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Espey Mfg. & Electronics Corp., omfatter
LPL Financial LLC,
Marshall Wace, Llp,
Naples Global Advisors, Llc,
Heron Bay Capital Management,
Gsa Capital Partners Llp,
First Financial Bankshares Inc,
Cambridge Investment Research Advisors, Inc.,
EverSource Wealth Advisors, LLC,
og
SJS Investment Consulting 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.
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
(%) |
| 2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
419 |
|
13 |
|
|
| 2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
4.656 |
|
0 |
|
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
12.928 |
|
591 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
13.982 |
5,62 |
512 |
43,94 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
3.443 |
5,55 |
126 |
44,83 |
|
| 2025-07-21 |
13F |
Copeland Capital Management, LLC
|
|
|
|
2.380 |
16,32 |
109 |
96,36 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
11.843 |
5,71 |
541 |
78,55 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
8.654 |
25,42 |
396 |
111,23 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
5.606 |
54,95 |
256 |
161,22 |
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
33.653 |
28,28 |
1.538 |
116,32 |
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
1.231 |
206,98 |
56 |
833,33 |
|
| 2025-07-29 |
13F |
Morgan Dempsey Capital Management Llc
|
|
|
|
8.945 |
41,83 |
409 |
138,60 |
|
| 2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
4.624 |
|
219 |
|
|
| 2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
11.234 |
27,38 |
514 |
114,64 |
|
| 2025-08-12 |
13F |
EAM Investors, LLC
|
|
|
|
20.124 |
|
920 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
4.698 |
25,01 |
215 |
111,88 |
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
53.450 |
0,56 |
2.443 |
69,54 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
6.946 |
|
318 |
|
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
431 |
75,20 |
20 |
216,67 |
|
| 2025-06-26 |
NP |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
1.996 |
63,07 |
61 |
79,41 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
6 |
500,00 |
0 |
|
|
| 2025-08-12 |
13F |
Heron Bay Capital Management
|
|
|
|
5.996 |
|
274 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
107.112 |
1,29 |
4.896 |
70,71 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
4.837 |
|
221 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
1.232 |
356,30 |
56 |
700,00 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
30 |
|
1 |
|
|
| 2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
5.372 |
|
246 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
9.287 |
127,96 |
425 |
285,45 |
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
68 |
423,08 |
3 |
|
|
| 2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
15.944 |
3,54 |
490 |
11,87 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
89.744 |
11,08 |
4.102 |
87,22 |
|
| 2025-08-12 |
13F |
Hillsdale Investment Management Inc.
|
|
|
|
7.300 |
15,87 |
334 |
95,88 |
|
| 2025-08-14 |
13F |
First Financial Bankshares Inc
|
|
|
|
4.604 |
|
210 |
|
|
| 2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
4.608 |
|
211 |
|
|
| 2025-07-15 |
13F |
SJS Investment Consulting Inc.
|
|
|
|
25 |
|
1 |
|
|
| 2025-07-18 |
13F |
Naples Global Advisors, Llc
|
|
|
|
6.227 |
|
285 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
24.769 |
|
1.132 |
|
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
4.438 |
|
0 |
|
|
| 2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
14.746 |
8,35 |
454 |
17,05 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
260 |
|
12 |
|
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
45 |
2.150,00 |
2 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
