Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF, omfatter Reuter James Wealth Management, Llc, Stifel Financial Corp, Jane Street Group, Llc, Wiley Bros.-aintree Capital, Llc, og Jones Financial Companies Lllp .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42.108 | 3,25 | 1.156 | 0,70 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 481.953 | 15,69 | 13.234 | 12,81 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 21.150 | 113,64 | 581 | 108,63 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.917.142 | 37,91 | 52.645 | 34,48 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 415.373 | 11.406 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 14.764 | 1,48 | 405 | -0,98 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 216.254 | 7,02 | 5.938 | 4,36 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 14.270 | 10,06 | 392 | 7,12 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 28.018 | 13.909,00 | 769 | 15.280,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9.934 | 8,26 | 273 | 5,43 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 25.120 | 690 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 20.722 | 35,51 | 569 | 32,33 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 61.617 | 23,01 | 2 | 0,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 329.050 | 7,73 | 9.036 | 5,05 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.182.715 | 283,00 | 59.937 | 273,49 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1.526.881 | 14,51 | 41.929 | 11,67 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 7.645 | 210 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 166.854 | 23,22 | 4.582 | 20,14 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 98.185 | 32,59 | 2.696 | 29,30 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 19.310 | 13,02 | 530 | 10,19 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.231 | 113,44 | 1 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 73.034 | 41,15 | 2 | 100,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 164.163 | 5,05 | 4.508 | 2,43 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 183.157 | 5.029 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20.453 | 562 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 289.522 | 6,72 | 7.954 | 4,06 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 257.106 | 8,53 | 7.060 | 5,83 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 11.759 | 29,29 | 323 | 25,78 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 13.763 | 378 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 11.819 | 2,70 | 325 | 0,00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21.290 | 37,19 | 585 | 33,64 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 310.417 | 12,08 | 8.524 | 9,31 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11.402 | 4,66 | 313 | 2,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 1.127.603 | 0,66 | 30.964 | -1,84 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 187.410 | 67,34 | 5.146 | 63,21 |