Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF, omfatter Tripletail Wealth Management, LLC, CI Private Wealth, LLC, Change Path, LLC, FSM Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, BlackRock, Inc., Fortress Private Ledger, Llc, Legacy Investment Solutions, LLC, Twin Peaks Wealth Advisors, LLC, Capital Analysts, Inc., Hantz Financial Services, Inc., Russell Investments Group, Ltd., Strategic Wealth Partners, Ltd., og Activest Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 130.624 | 4.445 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21.953 | 0,03 | 747 | 8,42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30.926 | 3,21 | 1.052 | 11,80 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229.844 | 0,82 | 7.822 | 9,23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 119.334 | 1.118,07 | 4.061 | 1.222,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 493 | 0,61 | 17 | 6,67 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 209.650 | 7,04 | 7.134 | 15,98 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20.741 | 0,02 | 706 | 8,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12.663 | 431 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 65 | 1,56 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 151.857 | 0,97 | 5.168 | 9,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 335.184 | 2,22 | 11.406 | 10,75 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 23.867 | 4,51 | 812 | 13,25 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 5.914 | 201 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4.055 | 31,19 | 138 | 41,24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39.462 | 27,42 | 1.343 | 38,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21.430 | 0,41 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51.081 | 1,34 | 1.738 | 9,79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.574.610 | 18,73 | 121.644 | 28,63 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 146.636 | 54,38 | 4.990 | 67,28 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6.256 | 213 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 55.393 | 2,80 | 1.885 | 11,41 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 305 | 0,99 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85.052 | 0,54 | 2.894 | 8,92 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 6.450 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.507.162 | 1,07 | 51.289 | 9,50 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 60.656 | 1,47 | 2.064 | 9,96 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6.036 | 205 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6.483 | 221 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 545.541 | 3,76 | 18.565 | 12,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.784 | 3,72 | 61 | 11,11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 209 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6.112 | 208 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10.091 | 341 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 329 | 0,61 | 11 | 10,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 10.488 | 7,20 | 357 | 15,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36.017 | 15,68 | 1.226 | 25,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.725 | 35,50 | 195 | 46,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 102.960 | 928,26 | 3.504 | 1.015,61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 83.649 | 0,45 | 2.847 | 8,83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181.869 | 56,86 | 6.189 | 69,98 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 18.242 | 0,06 | 621 | 8,39 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83.953 | 13,57 | 2.857 | 23,05 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 469.434 | 10,22 | 15.975 | 19,40 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 98.644 | 2,24 | 3.357 | 10,76 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 15.077 | 9,74 | 513 | 19,03 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 77 | 3 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11.245 | 383 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 32.623 | 0,18 | 1.110 | 8,61 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 132 | 0,76 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 813 | 0,12 | 28 | 8,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17.241 | 1 | ||||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 7.258 | 0,33 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 356.245 | 1,60 | 12.123 | 10,08 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 4.177 | 142 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.122.735 | 13,31 | 72.237 | 22,76 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 911 | 0,11 | 31 | 10,71 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8.119 | 15,92 | 278 | 37,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 327.540 | 8,08 | 11.146 | 17,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3.981 | 141 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 96 | 0 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 49.478 | 18,95 | 1.684 | 28,87 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 266 | 0,38 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 | 1 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 819.867 | 6,69 | 27.900 | 15,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23.040 | 784 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9.530 | 0,22 | 324 | 8,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.102 | 38 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44.699 | 0,13 | 1.521 | 8,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.241.209 | 2,99 | 76.268 | 11,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8.914 | 14.756,67 | 303 | 30.200,00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 146.463 | 82,88 | 4.984 | 98,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6.912 | 3,40 | 235 | 12,44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1.586 | 54,13 | 54 | 65,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 70.722 | 2,91 | 2.407 | 11,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.013 | 315 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 484.831 | 7,08 | 16.499 | 16,01 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 98 | 1,03 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 21.435 | 78,05 | 729 | 92,86 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 88.447 | 540,46 | 3.010 | 594,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 201.322 | 102,88 | 7 | 100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25.215 | 34,32 | 859 | 45,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.133.786 | 10,00 | 38.583 | 19,18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 215.111 | 8,68 | 7.320 | 17,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 239.264 | 24,78 | 8.149 | 33,88 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25.857 | 905 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72.426 | 0,20 | 2.465 | 8,55 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 135.463 | 335,12 | 4.610 | 371,75 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 353.383 | 0,17 | 12.026 | 8,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 122.348 | 4.164 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 43.166 | 1.469 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.521 | 52 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 379.723 | 5,42 | 13.089 | 15,69 |
