Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Healthcare Providers ETF, omfatter Altfest L J & Co Inc, Joseph Group Capital Management, Cordatus Wealth Management LLC, Quadrature Capital Ltd, Wexford Capital Lp, Bearing Point Capital, Llc, Lifeworks Advisors, LLC, Rockland Trust Co, Conservest Capital Advisors, Inc., Congress Wealth Management LLC / DE /, YHB Investment Advisors, Inc., Ballast, Inc., AlphaCore Capital LLC, Smartleaf Asset Management LLC, RMG Wealth Management LLC, Boreal Capital Management LLC, Harbor Asset Planning, Inc., og Motco .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75.132 | 7,32 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19.176 | 933 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 148.061 | 9,42 | 7.203 | 0,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.384 | 10,90 | 213 | 2,40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20.026 | 0,01 | 974 | -7,85 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 164 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128.231 | 38,18 | 6.239 | 27,33 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19.809 | 964 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.886 | 0,02 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4.028 | 213 | ||||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 4.208 | 0,14 | 205 | -7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 383.556 | 6,22 | 18.660 | -2,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33.908 | 106,03 | 1.650 | 89,76 | ||||
| 2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | -65.390 | -15,28 | -3.102 | -20,97 | |||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5.307 | 7,56 | 258 | -0,77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 335.810 | 0,23 | 16 | -5,88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 320 | 17 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 73.358 | 3.569 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219.548 | 6,20 | 10.681 | -2,14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7.482 | 33,16 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161.049 | 5,33 | 7.835 | -2,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 854.145 | 8,38 | 41.554 | -0,14 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11.510 | 0,82 | 560 | -7,14 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 35.029 | 2 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12.199 | 0,08 | 593 | -7,78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25.660 | 53,95 | 1.248 | 41,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 35.559 | 4,93 | 1.730 | -3,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55.731 | 27,95 | 2.711 | 17,92 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62.000 | 3.016 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8.600 | 418 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.554 | 13,98 | 757 | 5,00 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 28.860 | 2,64 | 1.404 | -5,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8.400 | 409 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 710 | 7,58 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 443.022 | 706,64 | 21.553 | 643,46 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8.423 | 410 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.077 | 344 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13.699 | 4,84 | 666 | -3,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215.176 | 8,88 | 10.468 | 0,33 | ||||
| 2025-08-01 | 13F | Motco | 250 | 10 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128.741 | 2,60 | 6.263 | -5,46 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.875 | 3,33 | 189 | -5,05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36.013 | 1,53 | 1.752 | -6,41 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6.703 | 17,00 | 326 | 7,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34.040 | 29,35 | 1.642 | 19,24 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5.036 | 3,64 | 245 | -4,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39.796 | 4,98 | 1.936 | -3,25 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 26.848 | 2,55 | 1.306 | -5,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19.322 | 15,12 | 940 | 6,09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 615 | 132,08 | 30 | 123,08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 569 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28.044 | 1.364 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1.159 | 50 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.474 | 12,68 | 169 | 3,70 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 11.574 | 563 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40.350 | 658,32 | 1.963 | 600,71 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 6.915 | 0,10 | 336 | -7,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26.346 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 169.548 | 5,25 | 8.249 | -3,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 21 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 4.220 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1.503 | 0,07 | 73 | -7,59 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35.588 | 86,20 | 1.731 | 71,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.200 | 58 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.461 | 112,81 | 1.968 | 96,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40.475 | 5,43 | 1.971 | -2,81 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 17.150 | 12,09 | 834 | 3,35 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1.009 | 10,76 | 49 | -5,77 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 543 | 26 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3.999 | 195 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.762 | 29,08 | 86 | 18,06 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 29.898 | 1.455 | ||||||
| 2025-08-14 | 13F | Wexford Capital Lp | 29.845 | 1.452 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4.532 | 220 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.525 | 1,00 | 123 | -6,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9.510 | 0,34 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.344 | 29,98 | 65 | 32,65 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 18.350 | 176,73 | 893 | 154,86 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 20.429 | 994 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 107.047 | 5.208 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25.324 | 6,28 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10.419 | 3,59 | 507 | 4,98 |
