Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF, omfatter Mml Investors Services, Llc, Stratos Wealth Partners, LTD., Triumph Capital Management, Hilltop Holdings Inc., PKS Advisory Services, LLC, Aptus Capital Advisors, LLC, og Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 33.349 | 331,14 | 862 | 330,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5.814 | 101,60 | 150 | 102,70 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.500.821 | 41,34 | 90.461 | 41,12 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 84.417 | 22,88 | 2.181 | 22,73 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10.465 | 8,45 | 270 | 8,43 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 453.825 | 14,28 | 11.727 | 14,10 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 1 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4.935 | 538,42 | 127 | 563,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26.729 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 324.287 | 22,21 | 8.380 | 22,02 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 29.144 | 8,68 | 753 | 8,50 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14.689 | 206,53 | 380 | 205,65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 134.162 | 27,16 | 3.467 | 26,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652.063 | 149,90 | 16.849 | 149,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.130 | 2,65 | 55 | 3,77 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 18.454 | 28,02 | 475 | 27,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11.096 | 3,80 | 287 | 3,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19.221 | 339,14 | 497 | 346,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 113.105 | 70,88 | 2.923 | 70,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 517.426 | 38,74 | 13 | 44,44 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 133.562 | 23,66 | 3.451 | 23,47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.848 | 23,36 | 48 | 23,68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 48.375 | 27,87 | 1.250 | 27,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.626 | 404 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 692.390 | 94,35 | 17.891 | 94,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.438 | 296 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 50.194 | 226,53 | 1.297 | 226,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.524 | 1,42 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12.084 | 14,26 | 312 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.213.386 | 33,02 | 108.874 | 32,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16.653 | 32,61 | 430 | 32,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 27.462 | 2,40 | 710 | 2,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9.282 | 240 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 852.384 | 9,51 | 22.026 | 9,34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 827.243 | 14,73 | 21.376 | 14,55 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16.996 | 21,97 | 439 | 21,94 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8.135 | 208 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 217.318 | 116,08 | 5.615 | 115,80 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 446.112 | 67,56 | 11.528 | 67,30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 123.636 | 72,06 | 3.195 | 71,81 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 75.158 | 30,48 | 1.942 | 30,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15.605 | 5,80 | 403 | 5,77 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 199 | 93,20 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4.196 | 35,09 | 108 | 35,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 14.695 | 17,45 | 380 | 17,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.713 | 9,44 | 70 | 12,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.441 | 521,12 | 218 | 522,86 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7.961 | 0,32 | 206 | 0,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 90.923 | 13,79 | 2.349 | 13,64 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9.828 | 17,13 | 254 | 16,59 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9.040 | 234 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 40.268 | 42,23 | 1.041 | 42,08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.643 | 46,80 | 249 | 46,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.706 | 44 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.688 | 66,96 | 69 | 68,29 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15.674 | 6,48 | 405 | 6,58 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 57.138 | 40,84 | 1.476 | 40,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 509 | 13 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 226.716 | 14,32 | 5.858 | 14,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.354.254 | 35,83 | 60.834 | 35,62 |
