Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF, omfatter Resources Investment Advisors, LLC., Jaffetilchin Investment Partners, LLC, GGM Financials LLC, Grant Private Wealth Management Inc, Nwam Llc, Foronjy Financial Llc, Griffith & Werner, Inc., Asset Dedication, LLC, Maseco Llp, Farther Finance Advisors, LLC, og Twin Peaks Wealth Advisors, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Norris Perne & French Llp/mi | 4.782 | 6,15 | 226 | 7,11 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17.449 | 825 | ||||||
2025-07-15 | 13F | Retireful, LLC | 68.202 | 3.227 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 94.535 | 2,78 | 4.472 | 3,54 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 259.579 | 17,96 | 12.281 | 18,83 | ||||
2025-04-14 | 13F | Griffith & Werner, Inc. | 5.017 | 236 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31.372 | 10,89 | 1.484 | 11,75 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.124 | 23,11 | 384 | 24,27 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 18.978 | 127,55 | 898 | 129,41 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 42.901 | 4,46 | 2.030 | 5,24 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 54.094 | 2.559 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 5.917 | 280 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 17.403 | 1,16 | 823 | 1,98 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27.592 | 634,22 | 1.307 | 642,05 | ||||
2025-08-15 | 13F | Morgan Stanley | 56.433 | 88,81 | 2.670 | 90,24 | ||||
2025-07-15 | 13F | Maseco Llp | 98 | 5 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 47.592 | 2.252 | ||||||
2025-07-23 | 13F | GGM Financials LLC | 11.976 | 567 | ||||||
2025-08-14 | 13F | Fmr Llc | 1.826 | 9,47 | 86 | 10,26 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.146 | 10,15 | 1 | |||||
2025-08-07 | 13F | Nwam Llc | 7.094 | 334 | ||||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 135.931 | 201,66 | 6.431 | 203,88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 159.064 | 12,58 | 7.525 | 13,41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 84.959 | 67,53 | 4.019 | 68,79 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17.720 | 14,18 | 838 | 15,11 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 11.976 | 159,11 | 567 | 160,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 31.350 | 28,19 | 1.483 | 29,18 | ||||
2025-08-14 | 13F | Comerica Bank | 832 | 41,26 | 39 | 44,44 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 5.150 | 244 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 125 | 6 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10.237 | 1,45 | 484 | 2,33 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 7.495 | 355 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 24.411 | 124,97 | 1.155 | 126,72 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.362 | 0,88 | 206 | 1,98 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 6.640 | 3,01 | 314 | 3,97 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 311.022 | 3,10 | 14.528 | 3,76 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 47.216 | 3,63 | 2.226 | 6,97 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 97 | 5 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.864 | 88 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2.986 | 75,75 | 141 | 77,22 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 10.998 | 13,37 | 1 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 49 | 2 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.971 | 235 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 1.677 | 79 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34.310 | 68,44 | 1.623 | 69,31 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 | 1 |