Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i TCW ETF Trust - TCW Flexible Income ETF, omfatter First Pacific Financial, UBS Group AG, Morling Financial Advisors, LLC, Fagan Associates, Inc., Ausdal Financial Partners, Inc., Brookwood Investment Group LLC, Peak Financial Management, Inc., Lunt Capital Management, Inc., Siligmueller & Norvid Wealth Advisors LLC, Bellevue Asset Management, Llc, Tsfg, Llc, Cwm, Llc, Madison Asset Management, LLC, SILVER OAK SECURITIES, Inc, KPP Advisory Services LLC, Old Mission Capital Llc, Axxcess Wealth Management, Llc, Concord Asset Management, LLC/VA, Dynamic Advisor Solutions LLC, og Etesian Wealth Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21.516 | 4,14 | 849 | 4,94 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 36.934 | 147,00 | 1.451 | 148,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9.746 | 89,02 | 384 | 91,04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 15.846 | 21,38 | 625 | 22,31 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 977.529 | 431,49 | 38.564 | 435,30 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 54.184 | 2.138 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.044.858 | 15,61 | 41.220 | 16,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52.054 | 36,01 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10.125 | 399 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.580 | 62 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 33.103 | 21,69 | 1.306 | 22,54 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 36.372 | 6,80 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 19.881 | 7,00 | 784 | 7,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8.950 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 102.946 | 135,04 | 4.061 | 136,79 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 16.173 | 48,04 | 638 | 49,41 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 115.583 | 4.545 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 5.303 | 209 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 757.595 | 64,87 | 29.887 | 66,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53.099 | 23,67 | 2.095 | 24,57 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 7.819 | 1,31 | 308 | 1,99 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 139.441 | 1,43 | 5.501 | 2,15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 100.550 | 4 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 51.934 | 18,01 | 2.049 | 18,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322.130 | 5.541,51 | 12.708 | 5.598,65 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 668.998 | 26.392 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32.147 | 27,46 | 1.268 | 28,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72.063 | 2.843 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 61.758 | 43,50 | 2 | 100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 151.115 | 5.961 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6.814 | 269 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7.140 | 282 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108.890 | 1.240,51 | 4.296 | 1.250,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21.882 | 4,23 | 863 | 4,99 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 564.993 | 8,27 | 22.289 | 9,05 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22.446 | 885 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.358 | 409 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 231.877 | 9.148 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 45.735 | 228,49 | 1.804 | 231,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.452.065 | 37,79 | 57.284 | 38,77 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 275.976 | 20,96 | 10.887 | 21,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.734 | 12,83 | 502 | 13,83 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 15.846 | 625 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4.268.785 | 4,98 | 168.404 | 5,73 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 410.194 | 6,37 | 16.182 | 7,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43.196 | 1.704 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41.724 | 183,30 | 1.646 | 185,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28.900 | 1.140 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 547.259 | 267,30 | 21.589 | 269,93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10.731 | 438,16 | 423 | 449,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.172.725 | 46.264 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1.373.849 | 5,39 | 54.198 | 6,15 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 337.141 | 6,59 | 13.300 | 7,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19.807 | 301,28 | 781 | 311,05 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 242.581 | 9.570 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.294 | 67,81 | 91 | 69,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.236 | 13,15 | 128 | 13,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 24.535 | 328,93 | 968 | 331,70 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 123.749 | 4.882 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 89.321 | 10,16 | 3.524 | 10,96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60.601 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.279 | 160,43 | 327 | 162,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.594.650 | 142,24 | 102.359 | 143,97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45.946 | 1.813 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90.274 | 25,09 | 3.561 | 26,01 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.564 | 3.678,27 | 535 | 3.721,43 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 102.568 | 4.046 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1.303.769 | 13,63 | 51.434 | 14,45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6.028 | 42,44 | 238 | 43,64 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 36.184 | 1.427 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 124.526 | 4.913 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150.792 | 11,28 | 6 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7.186 | 283 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1.881.546 | 74.227 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79.532 | 133,28 | 3.138 | 134,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 507.527 | 1.202,79 | 20.022 | 1.212,92 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 96.235 | 88,23 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 150.089 | 42,11 | 5.921 | 43,13 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 226.595 | 52,04 | 8.939 | 53,14 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.810 | 269 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 262 | 10 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 24.632 | 20,20 | 972 | 21,07 |
