Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF, omfatter Nomura Asset Management Co Ltd, Buckingham Strategic Partners, Sanchez Gaunt Capital Management, LLC, Western Wealth Management, LLC, Beacon Investment Advisory Services, Inc., Cassaday & Co Wealth Management LLC, GHP Investment Advisors, Inc., Tsfg, Llc, Operose Advisors LLC, MidFirst Bank, og National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Smith, Salley & Associates | 58.740 | 1,38 | 4.001 | -5,77 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 30.284 | 6,92 | 2.063 | -1,81 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 572 | 39 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 208 | 0,48 | 14 | -6,67 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 318 | 22 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.145.739 | 5,19 | 214 | -2,28 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 94 | 6 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 21.273 | 1.449 | ||||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 19.251 | 10,02 | 1.311 | 2,26 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 4.122 | 1,93 | 281 | -5,41 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.896 | 12,08 | 265 | 4,33 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 9.405 | 9,01 | 641 | 1,27 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 16.995 | 4,09 | 1.158 | -3,26 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 6.812 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 572 | 7,72 | 39 | 2,63 | ||||
| 2026-05-15 | 13F | Fmr Llc | 36.861 | 10,07 | 2.511 | 2,28 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.216 | 57,51 | 83 | 46,43 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 5.315 | 8,40 | 362 | 0,84 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3.655 | 249 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 41.621 | 98,27 | 2.835 | 84,33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.562 | 0,26 | 107 | -6,14 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 86 | 0 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 107.893 | 7,07 | 7.350 | -0,47 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 308 | 0,99 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 3.349 | 0,06 | 228 | -6,94 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 500 | 900,00 | 34 | 3.300,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 53.327 | 6,87 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 75.637 | 1,29 | 5.152 | -5,83 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 3.092 | 0,29 | 211 | -6,67 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 24.380 | 18,03 | 1.661 | 9,72 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.661 | 454 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.094 | 2,00 | 892 | -5,21 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.708 | 52,09 | 253 | 41,57 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.971 | 0,25 | 292 | -0,34 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 200.794 | 0,58 | 13.678 | -7,53 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 16.691 | 204,36 | 1.137 | 183,29 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 26.055 | 27,22 | 1.775 | 18,27 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.896 | 1,72 | 265 | -5,36 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 300 | 20 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15.549 | 5,13 | 1.059 | -2,22 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 105.800 | 8,30 | 7.207 | 0,68 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 60 | 4 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 12.968 | 12,39 | 883 | 4,50 | ||||
| 2026-04-23 | 13F | American National Bank | 20.662 | 10,10 | 1.407 | 2,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 57.547 | 8,23 | 3.920 | 0,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.070 | 141 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 22.371 | 3,34 | 1.464 | -7,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 11.524 | 6,29 | 785 | -1,13 | ||||
| 2026-04-10 | 13F | Novem Group | 10.638 | 64,09 | 725 | 52,42 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 13.847 | 19,62 | 943 | 11,20 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 4.183 | 0,02 | 285 | -7,19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7.355 | 501 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 529 | 0,19 | 39 | 2,70 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.823 | 0,11 | 207 | 3,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3.023 | 206 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 3.905 | 4,05 | 288 | 4,36 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 19.244 | 2,96 | 1.311 | -4,31 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 166.444 | 2,05 | 11.338 | -5,14 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 6.857 | 37,41 | 467 | 27,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 26.415 | 32,37 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 12.531 | 3,11 | 854 | -4,16 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 170.404 | 3,50 | 11.608 | -3,79 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 52.522 | 1,85 | 3.578 | -5,32 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.137 | 282 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.196 | 33,56 | 218 | 24,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 72.836 | 119,38 | 4.962 | 103,99 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 106.332 | 1,29 | 7.243 | -5,84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 613 | 19,49 | 42 | 10,81 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 26.583 | 16,74 | 1.811 | 8,51 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 16.637 | 0,89 | 1.133 | -6,21 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 26.500 | 1.805 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 727 | 286,70 | 53 | 307,69 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3.238 | 221 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 520.357 | 13,07 | 35.447 | 5,11 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 126.022 | 2,69 | 8.585 | -4,55 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 19.819 | 18,13 | 1.350 | 9,85 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 297.696 | 0,62 | 21.815 | 108.975,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 780 | 196,58 | 53 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.940 | 12,99 | 473 | 4,89 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 26.510 | 3,91 | 1.806 | -3,42 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 69 | 5 | ||||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 19.220 | 0,15 | 1.408 | 3,38 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7.436 | 7,94 | 545 | 7,94 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 17.507 | 10,05 | 1.193 | 2,32 |
