Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Highland Funds I - Highland Opportunities and Income Fund, omfatter Saba Capital Management, L.P., CEFS - Saba Closed-End Funds ETF, Abel Hall, LLC, LifeWealth Investments, LLC, SRS Capital Advisors, Inc., og Sandy Spring Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.007.989 | 3,01 | 5.242 | 3,01 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 222.769 | 0,87 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.000 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16.308 | 85 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 184.134 | 939 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 2.271.159 | 11.810 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12.941 | 20,91 | 67 | 21,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6.497 | 649.600,00 | 34 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.946 | 8,57 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20.147 | 2,27 | 105 | 1,96 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 54.872 | 2,71 | 285 | 2,89 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 52.862 | 0,03 | 319 | 19,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70.716 | 8,31 | 368 | 8,26 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 488 | 3 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 175.047 | 95,20 | 910 | 95,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.166 | 0,69 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 262.820 | 1.367 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.775 | 0,06 | 9 | 0,00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 206.077 | 3,37 | 1.072 | 3,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.727.010 | 0,13 | 8.980 | 0,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45.352 | 236 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 20.000 | 104 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60.569 | 9,87 | 315 | 9,79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23.466 | 1,72 | 122 | 2,52 | ||||
| 2025-07-23 | 13F | Matisse Capital | 617.000 | 5,76 | 3.208 | 5,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 39.556 | 31,67 | 206 | 31,41 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14.625 | 76 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 77.907 | 24,11 | 405 | 24,23 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 677.550 | 27,85 | 3.523 | 27,88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11.680 | 0 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 118 | 1,72 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66.964 | 8,26 | 348 | 8,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 404 | 2,02 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 466.955 | 2,09 | 2.428 | 2,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 307.417 | 0,78 | 1.599 | 0,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121.872 | 3,52 | 634 | 3,43 | ||||
| 2025-08-25 | NP | MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | 380.000 | 5,56 | 1.976 | 5,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 129.363 | 302,76 | 673 | 302,40 | ||||
| 2025-08-08 | 13F | Creative Planning | 46.182 | 0,01 | 240 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 339.048 | 1,99 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.126 | 0,09 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29.091 | 8,58 | 151 | 8,63 |
