Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF, omfatter Vident Advisory, LLC, Great Valley Advisor Group, Inc., Sagard Holdings Management Inc., Weil Company, Inc., IronOak Wealth LLC., Twin Focus Capital Partners, Llc, Proactive Wealth Strategies LLC, Ackerman Capital Advisors, LLC, 4J Wealth Management LLC, Change Path, LLC, Level Four Advisory Services, Llc, NewEdge Wealth, LLC, Sheets Smith Wealth Management, Belvedere Trading LLC, Atlantic Union Bankshares Corp, Global Retirement Partners, LLC, Allworth Financial LP, Centricity Wealth Management, LLC, Assetmark, Inc, og MAI Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 566.484 | 3,41 | 13.760 | 4,44 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40.615 | 7,94 | 987 | 9,07 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 10.300 | 250 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 136.353 | 62,38 | 3.312 | 64,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 166 | 4 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 55.500 | 1.348 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 52.893 | 1 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 143.524 | 31,75 | 3.486 | 33,10 | ||||
| 2025-07-18 | 13F | Vicus Capital | 25.284 | 47,23 | 614 | 48,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.069 | 50 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 73.521 | 11,99 | 1.786 | 13,12 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 12.539 | 24,44 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1.131.219 | 15,98 | 27.481 | 17,15 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13.232 | 323 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 76.682 | 5,32 | 1.863 | 6,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 10.330 | 251 | ||||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 151.156 | 0,44 | 3.672 | 1,44 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3.432 | 95,11 | 83 | 97,62 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34.005 | 91,23 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 235 | 6 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 246.171 | 64,66 | 5.810 | 62,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20.529 | 29,91 | 499 | 31,05 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 847 | 21 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 1.080.982 | 1,64 | 26.257 | 2,66 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 91.715 | 36,63 | 2.228 | 37,98 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15.766 | 2,21 | 383 | 3,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270.895 | 12,03 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 127.161 | 533,93 | 3.089 | 540,66 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 115.079 | 12,60 | 2.854 | 18,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 329.652 | 0,63 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.377 | 374 | ||||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 21.425 | 96,11 | 520 | 98,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 420 | 10 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 35.946 | 873 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 201.657 | 21,00 | 4.898 | 22,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9.152 | 62,21 | 222 | 79,03 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 310.802 | 7.549 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 816.641 | 95,11 | 20 | 90,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377.649 | 32,40 | 9.173 | 33,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 200 | 5 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 183.841 | 4.465 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 63.752 | 25,56 | 1.549 | 26,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78.862 | 191,13 | 1.916 | 194,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2.975 | 9,17 | 72 | 18,33 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 36.651 | 890 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 901.163 | 21.889 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 61.782 | 23,05 | 1.501 | 24,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 144.876 | 10,87 | 3.519 | 12,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 134.972 | 418,29 | 3.278 | 423,64 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 147.462 | 3.582 | ||||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 45.172 | 4,41 | 1.097 | 5,48 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 106.394 | 2.584 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 33.790 | 79,34 | 821 | 81,02 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 468.161 | 114,92 | 11 | 120,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.167.543 | 21,67 | 28.360 | 22,89 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 232.856 | 5.656 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2.975 | 72 | ||||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 396.738 | 51,39 | 9.637 | 52,90 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 61.616 | 1.497 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18.768 | 456 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14.577 | 354 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28.644 | 696 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 21.584 | 18,86 | 524 | 20,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 188.236 | 11,62 | 4.572 | 12,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.300 | 32 | ||||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 718.299 | 75,25 | 17.447 | 77,00 |
