Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF, omfatter Hilltop Holdings Inc., GVEQX - Government Street Equity Fund, Phillips Financial Management, Llc, Beacon Pointe Advisors, LLC, Warren Averett Asset Management, LLC, TT Capital Management LLC, LM Advisors LLC, D.a. Davidson & Co., Scotia Capital Inc., Essex Financial Services, Inc., ENDW - Cambria Endowment Style ETF, Bank of Jackson Hole Trust, Twin Peaks Wealth Advisors, LLC, og Group One Trading, L.p. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 16.217 | 6,19 | 684 | 10,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.704 | 282,54 | 1.674 | 297,62 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9.362 | 386 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.009 | 9,36 | 506 | 13,45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 37.762 | 1.592 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 95.399 | 4.023 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17.461 | 736 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4.870 | 205 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 41 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279.661 | 10,49 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17.355 | 3,58 | 732 | 7,34 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 20.816 | 871 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.788 | 202 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 865 | 801,04 | 36 | 1.100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7.100 | 24,56 | 299 | 29,44 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 87.555 | 1,14 | 3.692 | 4,92 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 150.777 | 1,24 | 6.358 | 5,02 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 12.469 | 55,32 | 526 | 61,04 | ||||
| 2025-08-18 | NP | GVEQX - Government Street Equity Fund | 25.000 | 1.054 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245.118 | 4,16 | 10.337 | 8,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173.656 | 2,70 | 7.323 | 6,55 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.433 | 60 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25.264 | 260,97 | 1.065 | 275,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20.558 | 0,62 | 867 | 4,34 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 696 | 3,73 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40.288 | 70,85 | 1.699 | 77,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36.294 | 0,75 | 1.531 | 4,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 84.636 | 3.569 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33.531 | 238,70 | 1.414 | 251,49 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 47.345 | 21,78 | 1.997 | 26,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.188.679 | 4,52 | 50.127 | 8,43 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 102.956 | 4,69 | 4.342 | 8,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5.238 | 221 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 660.707 | 39,10 | 27.862 | 44,31 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 188.413 | 51,81 | 7.945 | 68,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9.533 | 0,43 | 402 | 4,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.100 | 16,67 | 89 | 20,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.498 | 87,46 | 443 | 94,71 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 496.766 | 1,87 | 20.949 | 5,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39.267 | 3,40 | 1.656 | 7,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 69.407 | 2.927 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26.717 | 272,36 | 1.127 | 286,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42.054 | 20,17 | 1.773 | 24,68 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 14.778 | 48,25 | 623 | 53,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.775.405 | 15,15 | 201.379 | 19,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73.142 | 0,25 | 3.084 | 4,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14.700 | 620 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 7.074 | 0 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 14.805 | 0,43 | 624 | 4,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 338.868 | 12,74 | 14.290 | 16,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14.412 | 608 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 22.667 | 9,37 | 932 | 8,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156.922 | 11,83 | 6.617 | 16,01 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.643 | 69 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 478 | 16,30 | 20 | 25,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7.725 | 322 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 107.349 | 15,47 | 4.526 | 19,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 274.555 | 0,95 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 121.905 | 1,35 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 4 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 50.199 | 9,34 | 2.117 | 13,40 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 37 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 741 | 31 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 35.855 | 5,39 | 1.512 | 9,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 199.321 | 100,44 | 8.405 | 107,94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 9.989 | 4,07 | 421 | 7,95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49.541 | 265,99 | 2.048 | 272,36 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 8.838 | 13,76 | 372 | 24,41 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 134.886 | 28,03 | 5.763 | 34,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 639.896 | 16,23 | 26.984 | 20,57 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7.874 | 0,08 | 332 | 4,08 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4.773 | 201 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5.897 | 0,10 | 249 | 3,77 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42.852 | 3,97 | 1.807 | 7,88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 233 | 10 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.388 | 0,10 | 396 | 3,67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 20.131 | 51,16 | 849 | 56,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15.094 | 62,02 | 637 | 68,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 211 | 0,48 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 215 | 9 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 51.514 | 1,86 | 2.172 | 5,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 34.101 | 1.438 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41.591 | 54,72 | 1.754 | 60,53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14.559 | 1,17 | 614 | 4,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 32.413 | 427,56 | 1.367 | 448,59 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85.558 | 0,01 | 3.594 | 3,36 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 215 | 0,47 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 66.315 | 370,99 | 2.797 | 388,81 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 4.002.592 | 0,18 | 168.789 | 3,92 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 96.004 | 6,77 | 4.048 | 10,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9.905 | 12,40 | 418 | 16,48 |
