Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Gold Trust Micro, omfatter AlTi Global, Inc., Vident Advisory, LLC, Avestar Capital, LLC, Raub Brock Capital Management LP, Truist Financial Corp, Spectrum Strategic Capital Management, LLC, Myriad Asset Management US LP, Mercer Global Advisors Inc /adv, Principal Securities, Inc., Tactive Advisors, LLC, Choate Investment Advisors, Fifth Third Securities, Inc., Stark Wealth Management LLC, Mayflower Financial Advisors, LLC, Walled Lake Planning & Wealth Management, Llc, Painted Porch Advisors LLC, Merit Financial Group, LLC, Colony Group, LLC, Wealth Enhancement Advisory Services, Llc, og Carl Stuart Investment Advisor, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40.303 | 1.330 | ||||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36.424 | 13,23 | 1.202 | 19,86 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 300 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.971 | 77,35 | 791 | 87,65 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 696 | 4,82 | 23 | 10,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 6.084 | 201 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 1.114.952 | 0,12 | 36.782 | 5,97 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 90.315 | 10,14 | 2.979 | 16,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.217 | 205 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 116.297 | 1.011,61 | 3.837 | 1.076,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53.109 | 1.752 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138.862 | 1.458,50 | 5 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.161 | 1.558,57 | 38 | 1.800,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.654 | 133,31 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 100 | 3 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 31.795 | 129,40 | 1.051 | 135,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 139.740 | 4.589 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 87.111 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.305 | 32,91 | 142 | 42,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 28.202 | 930 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11.933 | 2,10 | 372 | 21,64 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 120.142 | 3.963 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 618.282 | 0,91 | 20.397 | 6,81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 619 | 20 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25.153 | 110,79 | 830 | 123,45 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 97.971 | 233,62 | 3.232 | 253,22 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 230.535 | 145,83 | 7.605 | 160,18 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1.400.000 | 46.193 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 104.735 | 1.332,18 | 3.455 | 1.422,03 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 860 | 28 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.732 | 61,47 | 91 | 75,00 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 47.960 | 2,08 | 1.582 | 8,06 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 705.180 | 22,73 | 23.264 | 29,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 417.287 | 13.766 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.215.599 | 14,22 | 73.093 | 20,89 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7.880 | 9,02 | 260 | 15,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6.958 | 230 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 25.630 | 823 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 14.036 | 463 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67.624 | 110,10 | 2.231 | 122,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13.197 | 11,14 | 435 | 17,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18.283 | 4,28 | 603 | 10,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.666 | 288 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7.105 | 234 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 449.599 | 41,87 | 14.832 | 50,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150.685 | 29,22 | 4.971 | 36,79 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 23.471 | 4,56 | 786 | 15,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.385.449 | 2.907,79 | 45.706 | 3.085,02 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 185.660 | 6.125 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 9.082 | 300 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 30.932 | 1.020 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 61.166 | 2.018 | ||||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 8.049 | 266 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.303 | 76 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6.804 | 224 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 4.985 | 164 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 466.896 | 15.403 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 256.302 | 10,38 | 8.455 | 16,83 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4.554 | 0,69 | 142 | 19,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24.184 | 798 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 303.920 | 10.026 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 9.545 | 315 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 299.558 | 8,62 | 9.882 | 14,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 476.293 | 72,41 | 15.713 | 82,49 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7.360 | 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22.872 | 36,77 | 755 | 44,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 200 | 7 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7.170 | 237 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 667.754 | 22.029 | ||||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 131.134 | 4.326 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 37.625 | 2,99 | 1.241 | 9,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 739 | 142,30 | 24 | 166,67 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14.969 | 494 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 6.156 | 4,07 | 203 | 10,33 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 10.500 | 346 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.053 | 99,49 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.860 | 325 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 9.300.000 | 39,85 | 306.807 | 48,02 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 218.143 | 73,24 | 7.197 | 83,38 | ||||
| 2025-07-31 | 13F | United Community Bank | 360.013 | 883,24 | 11.877 | 940,84 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 3.000 | 99 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 193.100 | 21,25 | 6.370 | 28,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 132.866 | 28,77 | 4.383 | 36,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 690.733 | 12,18 | 22.787 | 18,73 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | 250,00 | 23 | 283,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.981 | 329 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.790 | 3,78 | 224 | 11,44 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 5.812 | 1,64 | 166 | 9,27 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 412.500 | 51,38 | 13.608 | 60,23 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50 | 2 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4.205 | 6,32 | 139 | 12,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 19 | |||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 3.463.784 | 49,94 | 114.270 | 58,69 |
