Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Blue Chip Value ETF, omfatter Summit Wealth Group Llc / Co, Cetera Investment Advisers, AdvisorNet Financial, Inc, Creative Financial Designs Inc /adv, Raymond James Financial Inc, og Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 12.614 | 0,48 | 413 | 2,74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 33.310 | 44,39 | 1.091 | 47,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 355 | 12 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2.128 | 70 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 25.988 | 141,10 | 851 | 147,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 80 | 3 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.951 | 129 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427.979 | 0,43 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.095 | 331 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151 | 5 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.094 | 6,46 | 167 | 8,50 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 10.351 | 339 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4.132 | 11,89 | 135 | 12,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.755 | 47,72 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8.987 | 294 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.759 | 151,28 | 90 | 157,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 678 | 145,65 | 22 | 175,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 | 2 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 6.344 | 0,63 | 208 | 2,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 885 | 145,15 | 29 | 154,55 |
