Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Growth Opportunities ETF, omfatter Marshall Investment Management, Llc, Herbst Group, Llc, CX Institutional, Glenmede Investment Management, LP, Briaud Financial Planning, Inc, og Pnc Financial Services Group, Inc. .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Two Sigma Investments, Lp | 94.600 | 622,14 | 2.514 | 766,55 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.522.434 | 16,41 | 40.451 | 39,71 | ||||
2025-08-14 | 13F | Mariner, LLC | 295.439 | 3,17 | 7.850 | 23,80 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.558 | 95 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2.225.452 | 133,53 | 59 | 180,95 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 16.050 | 11,85 | 426 | 34,38 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 43.184 | 8,20 | 1.147 | 29,90 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14.169 | 13,11 | 376 | 35,74 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11.400 | 5,49 | 286 | 19,25 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 19.518 | 2,88 | 519 | 23,33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 31.708 | 114,32 | 842 | 157,49 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 428 | 11 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19.000 | 10,50 | 505 | 32,63 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 9.000 | 239 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 191.379 | 9,25 | 5.085 | 31,10 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 248 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 8.256 | 219 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 136.146 | 32,21 | 3.617 | 58,71 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 265.651 | 10,66 | 7.109 | 49,27 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 10.056 | 3,15 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 16.570 | 440 | ||||||
2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 212.891 | 10,63 | 5.657 | 32,77 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 55.334 | 0,01 | 1.470 | 20,00 | ||||
2025-08-14 | 13F | Empire Life Investments Inc. | 26.600 | 9,47 | 707 | 31,23 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 14.840 | 2,78 | 394 | 23,51 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 53.485 | 26,26 | 1.421 | 51,65 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 204.588 | 0,31 | 5.436 | 20,38 | ||||
2025-07-16 | 13F/A | CX Institutional | 448 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 17.635 | 83,20 | 469 | 94,19 | ||||
2025-08-12 | 13F | LPL Financial LLC | 169.540 | 556,55 | 4.505 | 688,79 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 100 | 3 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 11.313 | 24,28 | 301 | 49,25 |