Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF, omfatter ESG Planning, Drucker Wealth 3.0, LLC, Goodman Financial Corp, Gts Securities Llc, Conning Inc., Sierra Capital LLC, Hrt Financial Lp, Insight 2811, Inc., Dynamic Advisor Solutions LLC, Parallel Advisors, LLC, Plante Moran Financial Advisors, LLC, Quaker Wealth Management, LLC, Bokf, Na, Financial Network Wealth Advisors LLC, og Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39.915 | 10,75 | 4.512 | 21,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 29.786 | 4,64 | 3.367 | 14,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.215 | 6,56 | 363 | 16,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.380 | 0,38 | 269 | 10,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.230 | 365 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.172 | 30,16 | 713 | 45,60 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2.129 | 241 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 141.778 | 1,32 | 16.025 | 11,01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.795 | 203 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 128.829 | 159,75 | 14.561 | 184,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 71.953 | 11,08 | 8.133 | 21,68 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 14.278 | 1.614 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 950 | 107 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 33.452 | 13,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9.340 | 0,31 | 1.056 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 8.107 | 916 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17.623 | 2 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169.543 | 29,83 | 19.164 | 42,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.957 | 1,97 | 899 | 11,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.628 | 130,53 | 297 | 152,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 596 | 0,68 | 67 | 9,84 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2.301 | 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14.708 | 1,49 | 1.662 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.358 | 54,10 | 493 | 69,07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68.433 | 0,55 | 7.735 | 10,16 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 61 | 7 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.298 | 3,54 | 941 | 15,89 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.450 | 0,16 | 503 | 9,61 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 113.975 | 11,80 | 12.883 | 22,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.344 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 92.841 | 20,04 | 10.489 | 31,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1.907 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 93.046 | 7,74 | 10.517 | 18,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.807 | 204 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3.606 | 2,27 | 408 | 12,12 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2.628 | 0 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 2.726 | 308 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.587 | 3,86 | 179 | 4,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 277 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 270 | 31 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2.188 | 12,38 | 247 | 23,50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1.936 | 10,63 | 219 | 21,11 | ||||
| 2025-08-13 | 13F | ESG Planning | 17.600 | 1.989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.516 | 4,11 | 7.292 | 14,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 691.859 | 0,07 | 78.201 | 9,63 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 561 | 63 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 439 | 48,31 | 50 | 63,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.181 | 25,25 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 | 12 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 37.144 | 0,54 | 4.198 | 10,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.517 | 3,69 | 1.464 | 14,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1.960 | 222 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.519 | 5,90 | 398 | 16,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.059 | 0,33 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.000 | 113 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 597 | 239,20 | 67 | 272,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.360 | 27,58 | 719 | 39,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.157 | 62,72 | 1.148 | 78,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179.585 | 12,79 | 20.299 | 23,56 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14.549 | 1.681 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2.478 | 0,85 | 280 | 10,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27.939 | 62,97 | 3.158 | 78,56 |
