Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF, omfatter Meeder Advisory Services, Inc., Asio Capital, LLC, Hancock Whitney Corp, New England Private Wealth Advisors LLC, Diversify Advisory Services, LLC, Forefront Analytics, LLC, Boothbay Fund Management, Llc, Sabal Trust CO, Meridian Wealth Management, LLC, Global Retirement Partners, LLC, Axxcess Wealth Management, Llc, Milestones Private Investment Advisors LLC, Wealthcare Advisory Partners LLC, BRYN MAWR TRUST Co, J.w. Cole Advisors, Inc., AssuredPartners Investment Advisors, LLC, First Heartland Consultants, Inc., Benjamin Edwards Inc, Congress Wealth Management LLC / DE /, og Perigon Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 112.339 | 148,10 | 2.725 | 146,38 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 220.265 | 2,39 | 5.344 | 1,64 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 26.786 | 650 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.309.758 | 1,70 | 31.775 | 0,95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8.652 | 1,00 | 210 | 0,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 12.870 | 2,79 | 312 | 1,96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14.637 | 58,67 | 355 | 57,78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.201 | 104,34 | 296 | 104,14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 18.354 | 27,87 | 445 | 27,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 746 | 18 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38.451 | 933 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.571 | 256 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 26.487 | 10,67 | 643 | 9,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13.032 | 47,09 | 316 | 46,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 119.629 | 151,44 | 2.896 | 149,87 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12.500 | 303 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 102 | 0,99 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.166.091 | 5,17 | 52.549 | 4,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64.770 | 73,65 | 1.571 | 72,45 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 12.000 | 291 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 69.889 | 5,28 | 1.695 | 4,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33.928 | 823 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15.346 | 372 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.253 | 200 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 195.667 | 0,51 | 4.747 | -0,23 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 29.850 | 145,68 | 724 | 144,59 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 907 | 1,11 | 22 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.996 | 288 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9.300 | 226 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 14.076 | 1,10 | 341 | 0,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 826.544 | 38,22 | 20.052 | 37,20 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 44.410 | 1.085 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1.593.429 | 38.657 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 116.827 | 29,08 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 34.892 | 4,36 | 846 | 3,55 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21.590 | 117,09 | 524 | 115,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4.532 | 31,21 | 110 | 29,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15.057 | 365 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117.720 | 26,38 | 2.856 | 25,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.060.685 | 41,25 | 25.683 | 39,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 97.976 | 2.289,66 | 2.377 | 2.276,00 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 11.352 | 32,96 | 275 | 32,21 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 72.109 | 1.749 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 80.348 | 71,74 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10.768 | 0,89 | 261 | 0,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 15.309 | 371 | ||||||
| 2025-08-08 | 13F | Croban | 72.109 | 5,81 | 1.749 | 5,05 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 243.270 | 5.902 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24.886 | 111,06 | 603 | 109,38 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 172.559 | 2,28 | 4.186 | 1,53 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 15.403 | 16,37 | 374 | 15,48 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14.917 | 362 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 82.230 | 1.974 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 189.085 | 0,66 | 4.587 | -0,07 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 135.503 | 0,86 | 3.287 | 0,12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18.545 | 33,49 | 450 | 32,45 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 24.880 | 4.046,67 | 604 | 4.207,14 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 741.931 | 0,29 | 17.999 | -0,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32.705 | 793 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 278.032 | 5,57 | 6.745 | 4,80 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 50.000 | 1.213 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 83.324 | 4,75 | 2.021 | 3,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 419.902 | 1.012,06 | 10.187 | 1.004,77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 413.451 | 1.039,58 | 10.030 | 1.032,05 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18.657 | 453 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58.791 | 70,72 | 1.426 | 69,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24.000 | 2.300,00 | 582 | 2.325,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.464 | 60 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16.617 | 74,71 | 403 | 73,71 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14.994 | 1,09 | 364 | 0,28 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33.796 | 8,78 | 820 | 7,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26.060 | 632 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 96.988 | 26,34 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65.657 | 20,30 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 383.845 | 191,98 | 9.312 | 189,82 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 84.392 | 2,98 | 2.047 | 2,25 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 93.847 | 2.277 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 43.795 | 135,19 | 1.062 | 133,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68.997 | 21,42 | 1.674 | 20,53 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 79.144 | 316,90 | 1.920 | 314,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10.075 | 244 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 132.258 | 59,65 | 3.209 | 58,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3.419 | 8,61 | 83 | 7,89 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9.034 | 219 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 313.300 | 5,83 | 7.601 | 5,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679.327 | 227,70 | 16.480 | 225,31 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 55.546 | 4,07 | 1.348 | 3,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11.985 | 2,21 | 291 | 1,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25.399 | 32,53 | 616 | 31,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13.943 | 338 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.253 | 30 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 62.084 | 56,06 | 1.506 | 54,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150.844 | 8,07 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17.888 | 43,86 | 434 | 42,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.907 | 386 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81.990 | 1.982 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 186.349 | 44,96 | 4.521 | 43,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14.894 | 4.155,43 | 361 | 4.412,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 156.551 | 4 |
