Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares MSCI Switzerland ETF, omfatter XNAV - FundX Aggressive ETF, MGO Private Wealth, LLC, Waterway Wealth Management, LLC, First Manhattan Co, Avestar Capital, LLC, Aqr Capital Management Llc, Ameraudi Asset Management, Inc., Strategic Wealth Partners, Ltd., Edmond De Rothschild Holding S.a., Rothschild Investment Llc, MTM Investment Management, LLC, Mount Yale Investment Advisors, LLC, Css Llc/il, og Activest Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Creative Planning | 45.624 | 6,92 | 2.501 | 13,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14.560 | 1 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 26.962 | 40,09 | 1.478 | 48,29 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29.964 | 1.642 | ||||||
| 2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 18.900 | 4,42 | 1.034 | 9,77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.017 | 56 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11.197 | 4,08 | 614 | 10,05 | ||||
| 2025-06-26 | NP | SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF | 62.101 | 12,35 | 3.345 | 22,04 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 8.765 | 480 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 47.894 | 2,02 | 2.625 | 7,98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 826.986 | 11,51 | 45.327 | 18,02 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 705.831 | 8,34 | 38.687 | 14,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.695 | 4,64 | 422 | 11,05 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4.892 | 12,93 | 268 | 19,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 158.767 | 19,05 | 8.702 | 26,01 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 0,00 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5.986 | 328 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1.278.219 | 9.771,18 | 70.059 | 10.356,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12.735 | 1,28 | 698 | 7,22 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 14.500 | 795 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 323.185 | 19,42 | 17.714 | 26,38 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7.896 | 433 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 211.278 | 34,11 | 11.580 | 25,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27.599 | 1.513 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 46 | 31,43 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 43.957 | 2.409 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 225 | 12 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.241 | 3,17 | 726 | 9,19 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8.695 | 477 | ||||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 471.240 | 5,47 | 25.829 | 11,62 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 25.298 | 8,00 | 1.387 | 14,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.959 | 1.094 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 19.864 | 9,33 | 1.089 | 15,74 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 500 | 27 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24.087 | 5,00 | 1.320 | 11,11 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 53.422 | 0,25 | 2.934 | 6,65 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 5.973 | 6,58 | 327 | 12,76 | ||||
| 2025-08-14 | 13F | Css Llc/il | Put | 10.000 | 548 | |||||
| 2025-08-05 | 13F | swisspartners Advisors Ltd | 4.310 | 236 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 12 | 1 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 19.738 | 6,79 | 1.082 | 12,96 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 272 | 172,00 | 15 | 180,00 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 61.151 | 0,67 | 3.335 | 21,54 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 17.700 | 970 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 3.787 | 203 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1.733 | 3,83 | 95 | 9,30 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 278.761 | 1.024,90 | 15.279 | 1.090,80 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 375 | 21 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63.180 | 1,52 | 3.463 | 7,42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4.153 | 1,91 | 228 | 7,58 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 3.750 | 206 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 37 | 2 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 756 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.005 | 220 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13.425 | 4,68 | 735 | 10,86 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 471.240 | 5,47 | 25.829 | 11,62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 126.110 | 5,15 | 6.912 | 11,29 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 11.579 | 635 | ||||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 471.240 | 5,47 | 25.829 | 11,62 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 5.875 | 6,33 | 322 | 12,59 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.495 | 301 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 27.317 | 6,37 | 1.497 | 12,64 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 106.366 | 10,10 | 5.830 | 16,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 356.852 | 44,12 | 19.559 | 52,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 17.208 | 1,07 | 943 | 7,04 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 206.216 | 2,82 | 11.303 | 8,81 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 98 | 2,08 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8.807 | 29,40 | 483 | 36,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.455 | 6,38 | 298 | 10,78 | ||||
| 2025-06-26 | NP | BlackRock ETF Trust - iShares International Country Rotation Active ETF | 7.625 | 17,63 | 411 | 27,73 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 14.130 | 774 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 3.855 | 211 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 383 | 1,86 | 21 | 10,53 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 4.790 | 263 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 3.846 | 211 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 77.515 | 5,01 | 4.249 | 11,15 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 234.500 | 13 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 137 | 48,91 | 8 | 75,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 23.943 | 7,60 | 1.312 | 13,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 162 | 72,34 | 9 | 100,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.861 | 212 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 700 | 38 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80.228 | 76,12 | 4.397 | 86,39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3.809 | 209 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.108 | 0,23 | 444 | 6,22 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 43.916 | 2.407 | ||||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 29.435 | 19,57 | 1.524 | 34,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 132 | 1,54 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 43.884 | 76,49 | 2.405 | 86,87 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 20.117 | 10,55 | 1.103 | 16,99 |
