Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Value Municipal Income Trust, omfatter Balyasny Asset Management Llc, Cornerstone Wealth Management, LLC, River Street Advisors LLC, XTX Topco Ltd, og Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 679 | 8 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 787.652 | 0,13 | 9.168 | -2,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59.680 | 2,97 | 694 | 0,00 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 11.353 | 6,38 | 132 | 3,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 666.905 | 3,76 | 7.763 | 0,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.014 | 181,67 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4.332 | 8,30 | 52 | 8,51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11.536 | 134 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4.332 | 50 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86.366 | 11,24 | 1.005 | 8,18 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 71.377 | 42,57 | 831 | 38,56 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 76.462 | 33.000,43 | 890 | -2,63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 93.857 | 1,73 | 1.092 | -1,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 49.731 | 4,33 | 579 | 1,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.323 | 132,65 | 62 | 134,62 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16.693 | 354,48 | 194 | 351,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 51.266 | 28,99 | 597 | 25,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 158.360 | 8,31 | 1.843 | 5,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.088 | 1,30 | 13 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 213 | 1,91 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19.321 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.210 | 1,99 | 49 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 14.454 | 168 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64.589 | 11,89 | 752 | 8,84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4.208 | 49 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2.302 | 115.000,00 | 27 | -18,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143.575 | 1,39 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 12.514 | 146 | ||||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 40.634 | 1,99 | 475 | 3,71 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13.893 | 162 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 354 | 2,02 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 605.188 | 3,91 | 7.044 | 1,05 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16.945 | 35,47 | 197 | 32,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34.524 | 9,06 | 402 | 6,08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.200 | 19,74 | 212 | 16,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16.508 | 192 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 468.692 | 15,98 | 5.456 | 12,78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23.153 | 270 |
