Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Low Volatility Factor ETF, omfatter Strategic Blueprint, LLC, Security Financial Services, INC., Strategic Advocates LLC, Regatta Capital Group, Llc, Citizens Financial Group Inc/ri, Savvy Advisors, Inc., MTM Investment Management, LLC, Briaud Financial Planning, Inc, Abound Wealth Management, Twin Peaks Wealth Advisors, LLC, Maseco Llp, Atlantic Union Bankshares Corp, Sandy Spring Bank, Concord Wealth Partners, Beacon Capital Management, LLC, Russell Investments Group, Ltd., Colonial Trust Advisors, og Dogwood Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14.750 | 0,14 | 926 | 3,81 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 74.355 | 12,88 | 4.670 | 16,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.071 | 67 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.034 | 4,82 | 944 | 8,63 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8.153 | 0,97 | 512 | 4,70 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 722 | 0 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 80.838 | 91,48 | 5.077 | 98,36 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 9 | 1 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 529 | 33 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 5.494 | 0,05 | 345 | 3,92 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4.727 | 0,36 | 297 | 3,86 | ||||
| 2025-07-15 | 13F | Maseco Llp | 374 | 23 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 291 | 18 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172.247 | 2,56 | 10.817 | 6,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6.024 | 88,90 | 378 | 95,85 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7.578 | 476 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3.461 | 217 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10.881 | 2.350,68 | 683 | 2.526,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 19,45 | 27 | 22,73 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.374 | 0,05 | 400 | 4,44 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 7.779 | 489 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6.607 | 16,28 | 415 | 20,35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2.228 | 0,36 | 140 | 3,73 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 291 | 18 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 26.095 | 6,30 | 1.639 | 10,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.509 | 1,08 | 786 | 4,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.360 | 211 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 70 | 4 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 994 | 0,30 | 62 | 3,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75 | 5 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14.494 | 910 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.279 | 8,52 | 520 | 12,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2.124 | 494,96 | 133 | 504,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49.645 | 4,39 | 3.118 | 8,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 700 | 233,33 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 919 | 58 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3.329 | 209 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 3.594 | 2,02 | 226 | 5,63 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 165.902 | 1,36 | 10.419 | 5,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3.518 | 0,23 | 221 | 3,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 443.513 | 9,54 | 27.853 | 13,48 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10.068 | 0,24 | 632 | 3,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33.953 | 1,90 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 73.282 | 17,87 | 4.602 | 22,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.833 | 1.371 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 264 | 42,70 | 17 | 45,45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8.249 | 6,66 | 518 | 10,68 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.587 | 8,04 | 225 | 11,94 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.043 | 1,67 | 317 | 5,33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.817 | 0,39 | 114 | 4,59 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 9.157 | 2,88 | 579 | 14,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 26 | 2 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 8.493 | 0,41 | 533 | 3,29 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 19.688 | 5,94 | 1.236 | 9,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.160 | 0,56 | 136 | 3,85 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.057 | 0,38 | 318 | 3,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.196 | 6,06 | 515 | 9,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 | 76,00 | 3 | 100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 346.284 | 7,32 | 21.747 | 11,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 49.455 | 159,61 | 3.106 | 169,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 387 | 25 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15.777 | 14,84 | 991 | 18,99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.387 | 109,02 | 150 | 115,94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 193 | 12 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 14.128 | 2,97 | 887 | 6,74 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 6 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20.897 | 0,00 | 1.312 | 3,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 772 | 48 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 27.794 | 0,34 | 1.745 | 3,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.511 | 14,44 | 220 | 18,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176.211 | 49,47 | 11.066 | 54,86 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 314.733 | 3,08 | 19.765 | 6,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 104.585 | 1,84 | 6.568 | 5,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 143 | 197,92 | 9 | 300,00 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 11.004 | 691 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.581 | 10,51 | 539 | 14,47 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 236.209 | 0,29 | 14.834 | 3,89 |
