Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Flaherty & Crumrine Total Return Fund Inc., omfatter Global Retirement Partners, LLC, IFG Advisory, LLC, GHP Investment Advisors, Inc., Farther Finance Advisors, LLC, POM Investment Strategies, LLC, og Highline Wealth Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 253 | 4 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 170 | 3 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 899 | 15 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 199.205 | 25,46 | 3.307 | 19,01 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14.650 | 19,45 | 243 | 13,55 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 319 | 5 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 156.513 | 7,92 | 2.598 | 2,40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 68 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 354 | 6 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 561 | 9 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 96.006 | 33,87 | 1.594 | 27,03 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.265 | 24,63 | 21 | 17,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 30.192 | 34,12 | 501 | 27,48 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 44.242 | 734 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.261 | 57 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.709 | 28 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 16.767 | 0,13 | 278 | -5,12 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 18.571 | 0,98 | 308 | -4,05 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 217.490 | 3,22 | 3.610 | -2,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.030 | 17 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 28.839 | 45,47 | 479 | 38,15 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 44.246 | 96,49 | 734 | 86,29 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 1.179.220 | 13,48 | 20 | 5,56 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 207.722 | 0,00 | 3.448 | -5,14 |
