Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The Gabelli Utility Trust, omfatter Mission Wealth Management, Lp, Elite Wealth Management, Inc., Valley Brook Capital Group, Inc., Trust Co Of Vermont, Moloney Securities Asset Management, LLC, Jane Street Group, Llc, Scarborough Advisors, LLC, MTM Investment Management, LLC, og MorganRosel Wealth Management, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 94.631 | 3,07 | 549 | 11,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.579.641 | 1,47 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 74.800 | 434 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.409 | 140.800,00 | 8 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46.184 | 268 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.405 | 8 | ||||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 40.286 | 1,08 | 234 | 9,91 | ||||
| 2025-07-24 | 13F | Elite Wealth Management, Inc. | 57.100 | 331 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16.943 | 0,05 | 98 | 8,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.266 | 60 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 240 | 1 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10.385 | 0,60 | 60 | 9,09 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 62.927 | 1,12 | 365 | 9,64 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.593 | 15,86 | 50 | 32,43 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10.426 | 60 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 491 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 132.170 | 1,21 | 767 | 9,90 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 17.000 | 99 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25.061 | 0,35 | 145 | 9,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 40.928 | 237 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11.223 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 103.729 | 2,01 | 602 | 10,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38.375 | 133,71 | 223 | 155,17 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 17.612 | 102 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.660 | 0,09 | 68 | 8,06 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 15.919 | 10,40 | 92 | 21,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39.665 | 39,59 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50.366 | 35,24 | 292 | 47,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 230.009 | 14,31 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 68.564 | 1,93 | 398 | 10,58 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 67.591 | 3,44 | 392 | 12,64 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66.288 | 7,66 | 390 | 18,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.687 | 53,09 | 10 | 80,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 31.228 | 8,70 | 181 | 18,30 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 27.437 | 11,04 | 159 | 28,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31.908 | 58,05 | 185 | 72,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 272.910 | 38,64 | 1.583 | 50,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.202 | 501,00 | 7 | 500,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14.674 | 85 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 806.231 | 4,03 | 4.676 | 13,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 3.776 | 22 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20.983 | 9,88 | 122 | 19,80 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19.174 | 1,95 | 111 | 11,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15.193 | 21,50 | 88 | 33,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 16.424 | 0,07 | 99 | 15,12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 104.742 | 23,84 | 608 | 34,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.071 | 5,93 | 12 | 33,33 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 67.574 | 13,62 | 392 | 23,34 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 922 | 5 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 52.627 | 0,14 | 305 | 8,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 138.593 | 4,34 | 1 |
