Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity Quality Factor ETF, omfatter Strategic Blueprint, LLC, Canandaigua National Bank & Trust Co, Nwam Llc, Creative Planning, TFAGX - TFA AlphaGen Growth Fund Class I, United Capital Financial Advisers, Llc, EP Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, TFAFX - Tactical Growth Allocation Fund Class I, Raymond James Financial Inc, Russell Investments Group, Ltd., Briaud Financial Planning, Inc, Eastern Bank, Dogwood Wealth Management LLC, og Sound Income Strategies, 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 | 16.967 | 53,09 | 1.181 | 66,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 24.409 | 1.076,90 | 1.700 | 1.178,20 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3.428 | 239 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 830 | 58 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3.963 | 2,40 | 276 | 10,89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5.847 | 9,99 | 407 | 19,35 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5.599 | 40,29 | 390 | 51,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 478 | 33 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 54 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.101.814 | 0,03 | 76.719 | 8,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 115.368 | 6,48 | 8.033 | 15,57 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3.665 | 0,30 | 255 | 8,97 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3.311 | 236 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.764 | 6,03 | 262 | 15,42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.501 | 1,82 | 1.845 | 10,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 608.828 | 9,51 | 42.393 | 18,85 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.036 | 211 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3.215 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 97 | 1,04 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 119.494 | 3,91 | 8.320 | 12,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.465 | 827,22 | 102 | 920,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9.879 | 9,18 | 688 | 18,42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 49 | 3 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 8.499 | 0,60 | 592 | 9,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.106 | 4,08 | 1.121 | 13,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54.644 | 5,43 | 3.805 | 14,41 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 7.052 | 0,37 | 491 | 9,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38.316 | 0,37 | 2.668 | 11,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 25.073 | 70,14 | 1.746 | 84,66 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 3.100 | 216 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.903 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.885 | 340 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 299 | 21 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.294 | 37,22 | 90 | 50,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6.606 | 5,98 | 460 | 15,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.093 | 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6.726 | 469,04 | 468 | 524,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46.814 | 3,21 | 3.260 | 11,99 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 401 | 39,72 | 28 | 50,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 836 | 61 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 11.844 | 0,04 | 825 | 8,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.740 | 539 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 185 | 0,54 | 13 | 9,09 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 951.038 | 0,70 | 66.221 | 9,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.087 | 5,62 | 145 | 12,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19.208 | 8,94 | 1.337 | 18,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16.283 | 12,37 | 1.134 | 21,96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12.493 | 870 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.328 | 162 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44.412 | 8,13 | 3.092 | 17,34 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3.306 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3.272 | 228 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3.720 | 259 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 25.134 | 1,24 | 1.750 | 9,51 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 57 | 4 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6.558 | 15,15 | 457 | 24,93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 722 | 50 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16.054 | 0,44 | 1.118 | 8,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.160 | 8,31 | 81 | 17,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164.776 | 8,11 | 11 | 22,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 74.392 | 17,01 | 5.180 | 26,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35.716 | 337,80 | 2.487 | 375,33 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 294.508 | 4,91 | 20.507 | 13,85 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18.077 | 0,83 | 1.259 | 9,39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 25.947 | 1.807 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36.125 | 70,38 | 2.515 | 84,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 228.984 | 29,19 | 15.944 | 40,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 923 | 26,61 | 64 | 39,13 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 2 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19.979 | 5,14 | 1.391 | 14,11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23.330 | 11,94 | 1.624 | 21,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17.857 | 28,42 | 1.243 | 39,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32.882 | 25,17 | 2.290 | 35,85 |
