Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Closed-End Opportunity Fund, Inc., omfatter Strategic Wealth Partners, Ltd., og Newbridge Financial Services Group, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 16.968 | 4,76 | 214 | 9,74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25.833 | 53,42 | 326 | 60,59 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13.867 | 175 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255 | 2,00 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7.623 | 1,48 | 95 | 5,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70.788 | 7,42 | 893 | 12,33 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 14.152 | 179 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17.236 | 0,53 | 218 | 5,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.590 | 45 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20.749 | 6,27 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20.367 | 257 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12.671 | 0,28 | 160 | 4,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 329.715 | 6,77 | 4.161 | 11,64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152.579 | 1,33 | 1.926 | 5,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.528.234 | 3,91 | 19.286 | 8,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 121.634 | 12,94 | 1.535 | 18,17 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 18.590 | 36,19 | 235 | 42,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 | 50,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 242.084 | 5,67 | 3.055 | 10,49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.740 | 2,04 | 148 | 7,25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 350 | 2,34 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 289.218 | 17,25 | 3.650 | 22,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.155 | 0,20 | 78 | 4,05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11.939 | 0 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 50.173 | 15,61 | 633 | 21,03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 243.258 | 14,93 | 3.070 | 20,16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14.561 | 184 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 233.965 | 0,16 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 23.569 | 297 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 954.950 | 5,17 | 12.051 | 9,96 |
