Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Templeton ETF Trust - Franklin FTSE India ETF, omfatter QAI - IQ Hedge Multi-Strategy Tracker ETF, Putnam Fl Investment Management Co, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, SCS Capital Management LLC, Winnow Wealth Llc, Bank Of Nova Scotia, C WorldWide Group Holding A/S, Phoenix Holdings Ltd., Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma, Gts Securities Llc, Brinker Capital Investments, LLC, Lynx Investment Advisory, Ameritas Advisory Services, LLC, VSM Wealth Advisory, LLC, O'shaughnessy Asset Management, Llc, Private Trust Co Na, Simplex Trading, Llc, og Boreal Capital Management 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.
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 | Fourth Dimension Wealth, LLC | 933 | 0,11 | 37 | 8,82 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28.701 | 123,88 | 1.143 | 142,16 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 10.975 | 437 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 11.413 | 1,25 | 455 | 9,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31.037 | 196,75 | 1.236 | 221,04 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 40 | 14,29 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13.600 | 542 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.564 | 14,51 | 341 | 24,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | -93,70 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 67.640 | 67,77 | 2.694 | 81,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.282 | 6,95 | 927 | 15,73 | ||||
| 2025-08-28 | NP | ICCIX - Dynamic International Opportunity Fund Class I | 67.696 | 5,16 | 2.696 | 13,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 284.146 | 114,97 | 11.318 | 132,43 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 50.176 | 35,87 | 1.999 | 46,91 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 187.808 | 28,46 | 7.480 | 38,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 509 | 20 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6.889 | 540,84 | 274 | 602,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 170.826 | 11,72 | 6.804 | 20,79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 423 | 17 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 415 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107.901 | 211,87 | 4.298 | 237,28 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 25 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8.142 | 6,82 | 324 | 15,71 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 43.909 | 7,19 | 1.749 | 15,84 | ||||
| 2025-06-26 | NP | SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF | 64.510 | 19,33 | 2.469 | 24,95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 286.835 | 11.425 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5.554 | 221 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5.559 | 30,46 | 221 | 41,67 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 15.254 | 0,16 | 608 | 8,20 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 636.044 | 446,95 | 25.334 | 491,34 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 110.982 | 4.420 | ||||||
| 2025-08-27 | NP | ACIFX - Advisors Capital International Fund | 18.700 | 171,01 | 745 | 192,91 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 72.405 | 2.884 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 374.332 | 14.329 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 5.158 | 205 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 4.100 | 163 | ||||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 8.266 | 315,79 | 329 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 189.225 | 47,09 | 7.537 | 59,02 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.046 | 241 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.675.368 | 35,23 | 66.730 | 46,20 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 5.200 | 44,44 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1.457 | 7,21 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 723 | 19,50 | 29 | 27,27 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1.356 | 54 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.079 | 242 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 45.513 | 0,16 | 1.813 | 8,24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17.860 | 27,53 | 711 | 38,06 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 512 | 20 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 495.687 | 3.953,37 | 19.743 | 4.287,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 49.358 | 42,81 | 1.965 | 54,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97.165 | 85,13 | 3.870 | 100,10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 308.588 | 33,65 | 12.291 | 44,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45.717 | 20,60 | 1.821 | 30,37 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1.253 | 314,90 | 50 | 345,45 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 17.125 | 36,14 | 683 | 47,30 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 21.844 | 6,61 | 870 | 15,38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.597 | 23,42 | 64 | 34,04 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 32.800 | 1.306 | ||||||
| 2025-08-08 | 13F | Letko, Brosseau & Associates Inc | 20.975 | 30,28 | 835 | 40,81 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 40.410 | 1.610 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 188.318 | 28,81 | 7.501 | 39,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 56 | 9,80 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 78.644 | 36,77 | 3.132 | 47,83 | ||||
| 2025-03-31 | NP | GIAX - Nicholas Global Equity and Income ETF | 50.504 | 85,50 | 1.847 | 72,68 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13.742 | 21,42 | 547 | 31,49 | ||||
| 2025-08-14 | 13F | Investment Management Corp of Ontario | 1.563.681 | 220,31 | 62.281 | 246,31 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 687.319 | 29,39 | 27.376 | 39,88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18.785 | 16,89 | 748 | 26,35 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 77.254 | 3.077 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22.742 | 42,00 | 906 | 53,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6.208 | 247 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.405 | 24,88 | 534 | 34,94 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 72.405 | 2.884 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 102.753 | 319,33 | 4.093 | 353,66 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 26.070 | 0,39 | 1.038 | 8,58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 27.236 | 9,01 | 1.085 | 17,83 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2.625 | 26,87 | 105 | 36,84 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 67.790 | 5,15 | 2.700 | 13,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41.206 | 9,00 | 1.641 | 17,89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 71.112 | 13,93 | 2.832 | 23,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.055 | 2,92 | 162 | 11,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.693 | 3,58 | 227 | 11,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.542 | 61 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 8.396 | 32,72 | 334 | 43,35 | ||||
| 2025-08-06 | 13F | C WorldWide Group Holding A/S | 39.569 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 72.290 | 2,22 | 2.890 | 6,76 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 43.902 | 0,26 | 1.749 | 8,37 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 150.280 | 42,12 | 5.986 | 53,66 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 287.113 | 4,92 | 11.436 | 13,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 167 | 7 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11.692 | 8,73 | 466 | 17,42 |
