Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Templeton ETF Trust - Franklin Senior Loan ETF, omfatter New York Life Investment Management Llc, QAI - IQ Hedge Multi-Strategy Tracker ETF, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Ashford Capital Management Inc, Curran Financial Partners, LLC, IronOak Wealth LLC., Fiduciary Alliance LLC, Mercer Global Advisors Inc /adv, Integrated Advisors Network LLC, Comprehensive Wealth Management, LLC, BRYN MAWR TRUST Co, Sei Investments Co, Rockefeller Capital Management L.P., CWA Asset Management Group, LLC, Zurcher Kantonalbank (Zurich Cantonalbank), China Universal Asset Management Co., Ltd., Skopos Labs, Inc., First Horizon Advisors, Inc., Bank Of Montreal /can/, og Strategic Wealth Designers .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 39.903 | 26,75 | 960 | 25,82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2.356.750 | 6,23 | 57 | 7,55 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 159.672 | 16,12 | 3.869 | 16,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.341 | 43,47 | 275 | 43,46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 783 | 19 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 188.688 | 2.338,77 | 4.572 | 2.357,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152.779 | 2,72 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 176.273 | 4.271 | ||||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 467.284 | 11.322 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.931 | 143,25 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 442.558 | 19,62 | 10.723 | 20,42 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1.937.489 | 46.422 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29.031 | 8,36 | 703 | 9,16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 14.053 | 341 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 574.426 | 13.918 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 34 | 1.033,33 | 1 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 121.595 | 135,07 | 2.939 | 140,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52.943 | 0,35 | 1.283 | 1,02 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 105.559 | 0,60 | 2.558 | 1,27 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 115.943 | 2,10 | 2.809 | 2,78 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 12.032 | 6,10 | 292 | 6,99 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54.458 | 37,48 | 1.320 | 38,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29.100 | 12,42 | 705 | 13,16 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5.026 | 3,71 | 122 | 4,31 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 65.481 | 22,39 | 1.586 | 27,11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 11 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22.154 | 537 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 7 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 138.455 | 37,53 | 3.355 | 38,42 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 735.647 | 24,54 | 17.825 | 25,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.523 | 0,50 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 570 | 26,67 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 177.999 | 2,71 | 4.288 | 3,73 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 9.000 | 218 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 584.300 | 851,63 | 14.158 | 845,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57.372 | 6,38 | 1.390 | 7,09 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 21.337 | 517 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29.099 | 133,22 | 702 | 133,67 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 63.025 | 3,96 | 1.527 | 4,66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1.539.692 | 1,43 | 37.307 | 2,10 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 356.750 | 8.644 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 669.237 | 5,66 | 16.216 | 6,36 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2.612.190 | 63.293 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 184.117 | 6.967,83 | 4.461 | 7.095,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 90.430 | 8,76 | 2.191 | 9,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 562.712 | 41,48 | 13.627 | 42,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.078 | 19,12 | 26 | 23,81 | ||||
| 2025-06-20 | NP | JIII - Janus Henderson Income ETF | 143.556 | 240,39 | 3.440 | 234,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35.721 | 866 | ||||||
| 2025-08-27 | NP | Calamos Aksia Alternative Credit & Income Fund | 249.918 | 74,96 | 6.056 | 74,70 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 121.372 | 4,02 | 2.941 | 4,70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20.199 | 450,08 | 489 | 455,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19.728 | 478 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 30.693 | 744 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 371.398 | 5,24 | 8.999 | 5,95 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.335 | 32 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 102 | 2 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 232.696 | 3,10 | 5.638 | 3,79 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9.227.596 | 0,00 | 223.585 | 0,67 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 72.007 | 1.745 | ||||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 12.575 | 304 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4.621 | 0,46 | 112 | 0,91 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21.505 | 5,17 | 521 | 5,89 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 693 | 421,05 | 17 | 433,33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 35.721 | 866 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10.034 | 24,17 | 243 | 25,26 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 42.500 | 1.030 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 39.903 | 26,75 | 960 | 25,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 143.218 | 43,57 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 27.588 | 0,36 | 667 | 0,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 86.504 | 2.096 |
