Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Western Asset Investment Grade Opportunity Trust Inc., omfatter Whipplewood Advisors, LLC, Olistico Wealth, LLC, og Noble Wealth Management PBC .
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 | 1607 Capital Partners, LLC | 202.100 | 47,52 | 3.351 | 47,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31.205 | 9,59 | 517 | 9,53 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 29 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.525 | 206,52 | 58 | 205,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.212 | 471,70 | 20 | 566,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.058 | 1,34 | 18 | 0,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1.468 | 24 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.000 | 17 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.049 | 0,84 | 183 | 1,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 59.514 | 987 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 135.712 | 37,89 | 2.250 | 37,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7.047 | 0,27 | 117 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10.044 | 0,25 | 167 | 0,00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 26.623 | 118,01 | 443 | 117,73 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 333.360 | 27,04 | 6 | 25,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 22.837 | 379 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 49 | 1 |
