Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF, omfatter Summit Wealth Group Llc / Co, 21 West Wealth Management LLC, Staley Capital Advisers Inc, PBMares Wealth Management LLC, Summit Financial, LLC, Soundwatch Capital LLC, Glenmede Investment Management, LP, Atlantic Union Bankshares Corp, Briaud Financial Planning, Inc, SRS Capital Advisors, Inc., AlphaCore Capital LLC, og Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 8.846 | 0,43 | 239 | -0,83 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 115.511 | 0,74 | 3.123 | -0,83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55.917 | 13,24 | 1.518 | 11,87 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 1.272.267 | 304,89 | 34.071 | 351,63 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 820.011 | 3,75 | 22.173 | 2,13 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 120.698 | 2,41 | 3.264 | 0,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53.047 | 15,79 | 1.434 | 13,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 184.060 | 11,21 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 131.503 | 1,69 | 3.556 | 0,08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 93 | 1,09 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | 0 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 4.850 | 2.236 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 8.713 | 236 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5.886 | 6,23 | 159 | 4,61 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 6.016 | 3,33 | 163 | 1,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 41.427 | 2,92 | 1.120 | 1,27 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 72 | 2 | ||||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 39.972 | 1.081 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 212 | 0,95 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 233.877 | 11,87 | 6.324 | 10,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41.932 | 48,34 | 1.134 | 46,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145.296 | 0,59 | 3.929 | -0,98 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 380.222 | 12,69 | 10.281 | 10,93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38.682 | 21,46 | 1.046 | 19,57 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7.396 | 203 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 7.744 | 209 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23.578 | 9,13 | 638 | 7,42 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 11.336 | 0,04 | 307 | -1,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 146 | 4 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 603.416 | 2,78 | 16.316 | 1,17 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 57.609 | 0,02 | 1.558 | -1,58 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 9.389 | 254 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 68.662 | 0,05 | 1.857 | -1,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56.975 | 33,62 | 1.541 | 31,51 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 71.751 | 3,54 | 1.940 | 1,94 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 105.892 | 13.304,05 | 2.863 | 13.533,33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 198.454 | 1,56 | 5.366 | -0,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.551 | 258 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3.073 | 0,99 | 83 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74.608 | 1,02 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15.874 | 429 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 13.146 | 2,18 | 355 | 0,57 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 439 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 198 | 1,02 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 61.141 | 1,29 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14.439 | 41,05 | 390 | 38,79 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 303.151 | 1,50 | 8.197 | -0,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416.893 | 1,42 | 11.273 | -0,18 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 189.228 | 1,53 | 5.117 | -0,06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 294 | 8 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.000 | 27 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 50 | 19,05 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 49.792 | 42,78 | 1 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2.460 | 67 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0,00 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 103 | 415,00 | 3 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 9.844 | 21,07 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.221.408 | 5,90 | 33.027 | 4,25 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 44.311 | 7,56 | 1.198 | 5,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95.170 | 14,80 | 2.573 | 13,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 | 100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.776 | 116,54 | 75 | 117,65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29.797 | 806 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 26.533 | 0,65 | 718 | -0,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 9.893 | 11,55 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 45.363 | 1.227 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50.346 | 1.361 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 114 | 0,88 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72.388 | 19,94 | 1.957 | 18,11 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 167.493 | 18,38 | 4.529 | 8,61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 137.030 | 0,96 | 3.705 | -0,62 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8.044 | 218 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 16.633 | 0,39 | 450 | -1,32 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 120.775 | 3,16 | 3.266 | 1,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30 | 1 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 468 | 60,82 | 13 | 71,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 50.011 | 26,81 | 1.351 | 28,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 240.990 | 2,73 | 6.516 | 1,12 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 16.972 | 11,65 | 459 | 9,83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 17 | 0 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 566.976 | 0,14 | 15.331 | -1,43 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 413 | 0,98 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25.818 | 53,44 | 698 | 51,08 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7.731 | 209 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 63.141 | 2,79 | 1.707 | 1,19 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 100 | 1,01 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25.665 | 0,51 | 694 | -1,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 387.771 | 8,48 | 10.485 | 6,78 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 467.376 | 3,85 | 12.638 | 2,22 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 854 | 0,95 | 23 | 0,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 16.519 | 2,69 | 447 | 1,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.791 | 9,41 | 184 | 9,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.037.875 | 1,15 | 28.064 | -0,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38.756 | 2,38 | 1.048 | 2,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 59.639 | 15,05 | 1.550 | 8,85 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 150.809 | 2,25 | 4.073 | 3,59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 102.291 | 2.766 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33.087 | 166,74 | 895 | 162,94 |
