Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Western Asset High Income Opportunity Fund Inc., omfatter Evanson Asset Management, LLC, Concurrent Investment Advisors, LLC, Occidental Asset Management, LLC, Merit Financial Group, LLC, StoneX Group Inc., Pinnacle Bancorp, Inc., Annis Gardner Whiting Capital Advisors, LLC, Spire Wealth Management, og MTM Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Good Life Advisors, LLC | 56.646 | 35,50 | 225 | 35,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.860 | 1,47 | 43 | 2,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 258.298 | 18,82 | 1.018 | 16,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 18.564 | 74 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.006.497 | 1,02 | 4.006 | 1,01 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 14.200 | 3,65 | 57 | 3,70 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 67.568 | 96,56 | 269 | 97,06 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44.124 | 126,88 | 176 | 127,27 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.238 | 5 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48.856 | 194 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 657.224 | 25,79 | 2.616 | 25,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 260 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 244.506 | 78,49 | 973 | 78,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13.194 | 16,90 | 53 | 18,18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17.428 | 1,17 | 69 | 1,47 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13.408 | 53 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 13.200 | 50 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 274.670 | 13,58 | 1.093 | 13,62 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85.715 | 10,96 | 333 | 6,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 30.261 | 2,04 | 120 | 1,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 2 | -75,00 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.013 | 0,16 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29.580 | 95,38 | 118 | 95,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8.914.684 | 12,09 | 35.480 | 12,09 | ||||
| 2025-08-11 | 13F/A | Suncoast Equity Management | 17.713 | 2,75 | 70 | 2,94 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 199.744 | 802 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 1.171.948 | 5,01 | 4.664 | 5,02 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1.216.031 | 2,00 | 4.840 | 1,98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16.007 | 64 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170 | 1 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15.527 | 0,49 | 62 | 0,00 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1.047.524 | 3,38 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7.000 | 28 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43.243 | 2,48 | 172 | 1,78 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 120.126 | 0,06 | 478 | 0,21 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 17.269 | 55,13 | 69 | 54,55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17.500 | 69 | ||||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 392.918 | 8,03 | 1.564 | 8,02 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 61.000 | 243 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.228.551 | 3,05 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 126.879 | 17,12 | 505 | 16,94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23.202 | 97,95 | 92 | 100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27.639 | 2,25 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 77.992 | 8,24 | 310 | 8,39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24.967 | 14,57 | 99 | 15,12 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22.662 | 37,24 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.090 | 4 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 271.778 | 0,63 | 1.082 | 0,65 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 188.787 | 429,41 | 748 | 429,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 59.675 | 72,14 | 238 | 72,99 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 31.364 | 125 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40.270 | 15,69 | 160 | 15,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 159.267 | 3,51 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3.030 | 15,30 | 12 | 20,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74.229 | 0,25 | 295 | 0,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53.304 | 40,35 | 0 |
