Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Angel Oak Financial Strategies Income Term Trust, omfatter Kovitz Investment Group Partners, LLC, CI Private Wealth, LLC, Rsm Us Wealth Management Llc, Northwestern Mutual Wealth Management Co, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, og RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 | Shaker Financial Services, LLC | 163.730 | 22,75 | 2.125 | 18,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65.218 | 847 | ||||||
| 2025-08-25 | NP | SIBAX - Sit Balanced Fund | 27.282 | 49,90 | 354 | 44,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36.783 | 3,73 | 477 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 80.095 | 36,72 | 1.040 | 31,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179.345 | 33,16 | 2.328 | 28,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15.334 | 199 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 518.062 | 1,37 | 6.724 | -2,40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.279 | 22,68 | 237 | 17,91 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 11.620 | 12,28 | 150 | 9,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 63 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.833 | 76 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 121.663 | 3,92 | 1.579 | 0,06 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 5.531.335 | 56,15 | 71.797 | 50,36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.373.539 | 1,61 | 17.829 | -2,16 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 140.399 | 63,55 | 1.822 | 57,48 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 37 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 339.770 | 17,59 | 4.411 | 13,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 401.348 | 23,35 | 5.210 | 18,79 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 83.435 | 34,90 | 1.083 | 29,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10.868 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 147.729 | 175,32 | 1.918 | 165,15 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 3.333 | 33,32 | 43 | 30,30 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17.815 | 231 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 374 | 2,75 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 352.176 | 39,34 | 4.571 | 34,16 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 9.628.897 | 81,61 | 125 | 74,65 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 203.446 | 2.641 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 21.670 | 103,86 | 281 | 96,50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 952.187 | 26,17 | 12.359 | 21,49 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66.318 | 36,91 | 858 | 31,80 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 43.350 | 1,29 | 584 | 7,55 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 193.715 | 1,60 | 2.611 | 7,85 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26.565 | 345 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30.000 | 389 |
