Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Flaherty & Crumrine Total Return Fund Inc., omfatter Kovack Advisors, Inc., Wetherby Asset Management Inc, Traub Capital Management LLC, og Chung Wu Investment Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.701 | 199 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 18.073 | 5,17 | 207 | -28,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10.600 | 180 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 161.245 | 9,12 | 2.706 | 9,65 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 54.688 | 9,86 | 930 | 11,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8.531 | 9,25 | 145 | 10,69 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 7 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 173 | 1,76 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.141 | 189 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 18.816 | 15,20 | 320 | 16,42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23.728 | 5,06 | 403 | 6,61 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 145.617 | 2,38 | 2.475 | 3,73 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 683 | 12 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 208.381 | 0,00 | 3.542 | 1,32 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 183.370 | 81,39 | 3.117 | 83,79 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11.464 | 195 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 23.170 | 394 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41.340 | 105,59 | 703 | 108,31 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 4.193 | 185,43 | 71 | 195,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 89.220 | 4,88 | 1.517 | 6,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.421 | 0,18 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 77.378 | 130,98 | 1.315 | 133,99 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 669.089 | 24,71 | 11 | 22,22 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 932 | 628,12 | 16 | 650,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.196 | 3,80 | 292 | 5,04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 21.183 | 360 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 482 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.735 | 17,35 | 335 | 18,79 |
