Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The Gabelli Equity Trust Inc., omfatter Ursa Fund Management, LLC, Boothbay Fund Management, Llc, Alpine Global Management, LLC, Cable Car Capital LLC, Quarry LP, Dynamic Advisor Solutions LLC, Elevated Private Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Aqr Capital Management Llc, Core Wealth Advisors, Inc., Park Avenue Securities Llc, Savvy Advisors, Inc., Blue Barn Wealth, LLC, Schmidt P J Investment Management Inc, Northstar Group, Inc., Oxford Wealth Group, LLC, Benchmark Financial Wealth Advisors, LLC, Integrity Advisory Solutions, LLC, Kiley Juergens Wealth Management, Llc, og Morton Capital Management LLC/CA .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Royal Bank Of Canada | 551.907 | 1,73 | 3.090 | -7,68 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 15.549 | 87 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.935 | 2,62 | 16 | -5,88 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2.949 | 2,61 | 17 | -5,88 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 24.278 | 150 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.107 | 0,46 | 73 | -8,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.161 | 10,93 | 13 | 18,18 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.098 | 2,62 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 14.363 | 0,79 | 80 | -8,05 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 134.472 | 753 | ||||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 133.960 | 14,66 | 750 | 4,17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.678 | 161,66 | 32 | 138,46 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 13.672 | 77 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 352.055 | 1.972 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 16.303 | 6,54 | 91 | -3,19 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 345.772 | 9,92 | 1.936 | -0,21 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.156 | 6 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 181.816 | 95,06 | 1.018 | 77,04 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 89.280 | 0,53 | 500 | -8,78 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 65.601 | 3,96 | 403 | 3,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20.536 | 413,40 | 115 | 379,17 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 94.904 | 0,04 | 531 | -9,23 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 46.172 | 23,30 | 259 | 11,69 | ||||
| 2026-05-15 | 13F | Cable Car Capital LLC | 200.000 | 1.120 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 331 | 2 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 144.361 | 4,25 | 808 | -5,39 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 13.021 | 73 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 100.452 | 11,54 | 563 | 1,26 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 19.965 | 1,76 | 112 | -8,26 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 3.300 | 18 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 319.274 | 2,81 | 1.788 | -6,73 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 451 | 880,43 | 3 | |||||
| 2026-04-02 | 13F | Marex Group plc | 0 | 0 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 31.904 | 0,76 | 179 | -8,72 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 13.777 | 2,66 | 77 | -6,10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 69.800 | 312,99 | 383 | 267,31 | ||||
| 2026-05-14 | 13F | Yakira Capital Management, Inc. | 362.409 | 2.029 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 16.731 | 94 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 45.386 | 254 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 20.778 | 2,92 | 116 | -6,45 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 36.747 | 206 | ||||||
| 2026-05-15 | 13F | Alpine Global Management, LLC | 336.337 | 1.883 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 190.532 | 14,80 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 88.662 | 7,14 | 497 | -2,75 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 102.038 | 4,72 | 571 | -4,99 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.472.584 | 1,60 | 13.846 | -7,79 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 43.060 | 29,89 | 241 | 17,56 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 16.734 | 94 | ||||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 23.000 | 129 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 23.199 | 20,23 | 130 | 8,40 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 10.268 | 0 | ||||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 31.867 | 1,09 | 178 | -8,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 90.124 | 7,52 | 505 | -2,51 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 89.255 | 0,26 | 500 | -9,11 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 22.786 | 128 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 708.495 | 5,07 | 3.968 | -4,64 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.483.488 | 0,47 | 25.108 | -8,81 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 38.941 | 0,03 | 218 | -9,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 10.170 | 641,79 | 57 | 600,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 405.588 | 2.271 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 91.070 | 115,71 | 510 | 95,77 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 14.911 | 0,22 | 84 | -8,79 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 12.112 | 68 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5.908 | 33 | ||||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 17.109 | 2,64 | 96 | -6,86 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 26.793 | 4,07 | 150 | -5,06 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 16.055 | 2,14 | 90 | -7,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 500 | 3 | ||||||
| 2026-05-15 | 13F | Ursa Fund Management, LLC | 367.924 | 2.060 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.400 | 47 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 47.898 | 268 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 19.808 | 16,47 | 111 | 4,76 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 39.768 | 0,76 | 223 | -8,64 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 248.999 | 7,62 | 1.394 | -2,31 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 26.156 | 0,16 | 146 | -9,32 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 21.292 | 61,43 | 131 | 63,75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 297.436 | 72,56 | 1.666 | 56,63 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.560 | 0 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 24.424 | 137 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 34.306 | 0,41 | 192 | -8,57 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 17.424 | 44,79 | 98 | 31,08 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 4.936 | 8,10 | 28 | -3,57 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 280.000 | 2 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 55.358 | 310 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 569.072 | 1,29 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 183 | 1 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10.770 | 2,65 | 60 | -6,25 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 63.505 | 1,11 | 356 | -8,27 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 48.329 | 1,79 | 271 | -7,53 | ||||
| 2026-02-12 | 13F | Elevated Private Wealth, LLC | 56.836 | 351 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 13.757 | 0,67 | 77 | -8,33 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 200.458 | 17,41 | 1.123 | 6,55 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 44.851 | 1,78 | 251 | -7,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 18.987 | 20,70 | 106 | 9,28 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26.938 | 1,04 | 151 | -8,54 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.516.560 | 1,94 | 9.357 | 103.866,67 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 585.670 | 8,16 | 3.280 | -1,86 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 147.092 | 824 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 728 | 4 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 23.374 | 32,84 | 131 | 20,37 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.556 | 2,37 | 10 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 287.296 | 2,53 | 1.609 | -6,94 | ||||
| 2026-05-15 | 13F | Quarry LP | 189.452 | 1.061 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 101.476 | 4,82 | 568 | -4,86 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 20.521 | 115 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 17.017 | 2,67 | 95 | -6,86 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 31.350 | 28,59 | 176 | 16,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 159.155 | 2,09 | 1 |
