Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF, omfatter Independence Financial Advisors, LLC, Beaumont Financial Advisors, LLC, AlphaStar Capital Management, LLC, Syon Capital Llc, IHT Wealth Management, LLC, Mcrae Capital Management Inc, Grimes & Company, Inc., Redwood Financial Network Corp, Monte Financial Group, LLC, Integrated Wealth Concepts LLC, Evoke Wealth, Llc, Quantinno Capital Management LP, Brown Brothers Harriman & Co, Signature Resources Capital Management, LLC, Glenmede Investment Management, LP, AlphaCore Capital LLC, og Moser 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2.391 | 0,93 | 225 | 12,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 34.586 | 25,53 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 70.644 | 0,19 | 6.646 | 11,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38.176 | 2.104,16 | 3.591 | 2.359,59 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 48 | 5 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 932.856 | 157,89 | 78.845 | 115,21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.072 | 136,12 | 101 | 163,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8.277 | 6,88 | 779 | 18,96 | ||||
| 2025-07-16 | 13F | American National Bank | 7.054 | 1,38 | 664 | 12,76 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 133 | 3,10 | 13 | 9,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5.249 | 1,04 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 32.417 | 9,20 | 3.049 | 21,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2.405 | 226 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101.608 | 48,17 | 9.504 | 63,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 47 | 38,24 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 102 | 131,82 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8.710 | 3,54 | 819 | 15,35 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 274.125 | 1,50 | 25.787 | 12,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11.902 | 12,61 | 1.120 | 25,31 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 512 | 48 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 182.082 | 14,74 | 17.129 | 27,73 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.959 | 278 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.839 | 173 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 16.339 | 1,26 | 1.537 | 12,77 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.927 | 0,37 | 746 | 11,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.705 | 443 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 5.157 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 679.914 | 4,51 | 63.959 | 16,33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14.208 | 34,05 | 1.337 | 49,27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2.684 | 2,48 | 252 | 14,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.192 | 3,65 | 964 | 15,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 442 | 42 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 24.274 | 0,43 | 2.283 | 11,80 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 18.262 | 0,45 | 1.718 | 11,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16.987 | 5,25 | 1.598 | 17,24 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 2.614 | 246 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 53.836 | 5,28 | 5.064 | 17,20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20.170 | 14,30 | 1.897 | 27,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 284 | 294,44 | 27 | 333,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106.915 | 2,17 | 10.058 | 13,73 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23.118 | 11,40 | 2.175 | 24,02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2.240 | 211 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13.950 | 2,78 | 1.312 | 14,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18.372 | 6,57 | 1.728 | 18,68 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3.239 | 305 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24.022 | 2,47 | 2.260 | 14,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 524 | 49 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 141.243 | 0,51 | 13.285 | 11,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 245 | 8,41 | 23 | 27,78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.725 | 0,56 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 44.542 | 16,11 | 4.190 | 29,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 83.953 | 108,96 | 7.897 | 132,61 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19.225 | 143,35 | 1.809 | 171,06 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 63 | 425,00 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7.038 | 8,73 | 662 | 21,02 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10.790 | 1.015 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 | 63,41 | 6 | 100,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 185 | 17 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 7.876 | 6,69 | 741 | 18,78 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 3.678 | 0,03 | 346 | 11,29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2.377 | 224 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.434 | 52,39 | 135 | 69,62 | ||||
| 2025-08-07 | 13F | PFG Advisors | 665.707 | 22.112,45 | 47.085 | 18.510,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.694 | 7,86 | 442 | 20,16 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 229 | 0,44 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 71.296 | 69,68 | 6.707 | 88,85 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18.996 | 1.787 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 397 | 37 | ||||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 2.518 | 237 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.564 | 429 | ||||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 7.108 | 5,51 | 669 | 17,40 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 58.594 | 5.512 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 406 | 38 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80.617 | 9,19 | 7.584 | 21,54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3.931 | 9,62 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 5.361 | 2,56 | 504 | 14,29 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 34.141 | 2,89 | 3.212 | 14,51 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2.148 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 113.979 | 0,04 | 10.722 | 11,36 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5.975 | 562 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 119.589 | 3,30 | 11 | 22,22 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.706 | 4,52 | 255 | 16,51 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17.237 | 9,79 | 1.622 | 22,25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 29.207 | 5,00 | 2.748 | 16,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12.375 | 8,97 | 1.164 | 21,38 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3.251 | 0,03 | 306 | 11,31 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 40.462 | 32,67 | 3.806 | 47,69 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 42.187 | 2,00 | 3.969 | 13,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28.847 | 61,45 | 2.714 | 79,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 65.079 | 16,65 | 6.122 | 29,85 |
