Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF, omfatter Starr Indemnity & Liability Co, C V Starr & Co Inc, Valpey Financial Services, LLC, Evoke Wealth, Llc, Tribridge Partners Financial LLC, Mercer Global Advisors Inc /adv, STAR Financial Bank, Glenmede Investment Management, LP, Tandem Investment Partners LLC, Skopos Labs, Inc., Sierra Capital LLC, Alaethes Wealth LLC, Mount Yale Investment Advisors, LLC, Harbor Asset Planning, Inc., og Transce3nd, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.461 | 3,55 | 468 | 10,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43.965 | 1,05 | 4.615 | 7,48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.813 | 9,82 | 400 | 16,96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24.588 | 370,13 | 2.619 | 407,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.930 | 2,45 | 308 | 8,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42.467 | 7,00 | 4.458 | 13,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5.910 | 620 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4.000 | 420 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 5.014 | 526 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8.562 | 52,87 | 899 | 62,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.909 | 0,30 | 935 | 6,74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 539.465 | 41,68 | 57 | 51,35 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 38.325 | 3,07 | 4.023 | 9,62 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 59.944 | 1.249,18 | 6.293 | 1.336,53 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2.995 | 0,34 | 323 | 9,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5.264 | 9,83 | 553 | 16,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.818 | 64,14 | 401 | 74,67 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 2.610 | 0,27 | 274 | 6,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1.934 | 203 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 27.167 | 14,71 | 2.852 | 21,99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2.002 | 210 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2.918 | 0,34 | 306 | 6,62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115.106 | 7,83 | 12.092 | 14,71 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2.031 | 0,05 | 213 | 6,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3.413 | 260,02 | 358 | 284,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.774 | 3,21 | 711 | 9,89 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 44.011 | 15,24 | 4.620 | 22,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 982.542 | 14,94 | 103.147 | 22,26 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | -0,48 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1.968 | 207 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.370 | 0,38 | 249 | 6,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38.230 | 0,21 | 4.013 | 6,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.496.468 | 75,38 | 157.099 | 86,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.790 | 7,61 | 1.133 | 14,46 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 2.466 | 8,87 | 259 | 15,70 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3.325 | 0,24 | 349 | 6,73 | ||||
| 2025-09-03 | 13F | American Trust | 4.417 | 464 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.094 | 207,94 | 220 | 226,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 114.281 | 6,38 | 11.997 | 13,15 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7.076 | 7,34 | 743 | 14,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23.914 | 104,43 | 2.527 | 119,36 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20.595 | 2.162 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4.898 | 70,72 | 514 | 81,63 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 401 | 0,25 | 42 | 7,69 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3.090 | 0,82 | 324 | 7,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41.760 | 10,33 | 4.384 | 17,35 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5.515 | 0,16 | 579 | 6,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36.710 | 6,62 | 3.854 | 13,39 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2.841 | 3,05 | 298 | 9,56 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.283 | 0,31 | 240 | 6,70 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 71 | 7 | ||||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 1.938 | 203 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.573 | 0,02 | 480 | 6,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.041 | 83,54 | 214 | 96,33 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 140.767 | 6,49 | 14.778 | 13,26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 8 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131.296 | 17,27 | 13.783 | 24,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13.701 | 1.438 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313.532 | 1,75 | 32.915 | 8,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32.184 | 270,48 | 3.379 | 294,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20.940 | 2,11 | 2.198 | 8,60 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 271 | 0,74 | 28 | 7,69 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4.132 | 9,40 | 434 | 16,40 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.313 | 243 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 129 | 67,53 | 14 | 85,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 534.247 | 9,84 | 56.085 | 16,82 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8.094 | 46,00 | 850 | 55,21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 110 | 92,98 | 12 | 120,00 | ||||
| 2025-07-16 | 13F | First American Bank | 35.170 | 0,91 | 3.692 | 7,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 229.277 | 16,99 | 24.070 | 24,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 253 | 96,12 | 27 | 116,67 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 43.530 | 212,72 | 1.491 | 8,52 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60.790 | 1.064,34 | 6.382 | 1.139,03 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 378 | 53,66 | 40 | 62,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256.737 | 1,86 | 26.952 | 8,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 76.785 | 27,36 | 8.061 | 35,46 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 77.565 | 9,69 | 8.143 | 16,66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 15.134 | 7,46 | 1.589 | 14,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2.745 | 3,31 | 288 | 9,92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3.982 | 13,87 | 418 | 20,87 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.133 | 0,14 | 539 | 6,53 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 36.003 | 1,21 | 3.780 | 4,54 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9.305 | 10,75 | 977 | 17,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149.772 | 0,07 | 16 | 7,14 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 227.427 | 23.875 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9.871 | 0,04 | 1.036 | 6,47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204.205 | 8,83 | 21.430 | 15,47 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5.176 | 8,13 | 543 | 15,04 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 7.133 | 749 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7.623 | 1,13 | 800 | 7,53 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2.043 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.233 | 98,34 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63.252 | 8,58 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11.017 | 1.157 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13.059 | 1,03 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 15.630 | 16,49 | 1.641 | 23,87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 269 | 0,37 | 28 | 7,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1.459 | 20,58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71.080 | 5,28 | 7.462 | 11,99 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 28.980 | 1,35 | 3.042 | 7,80 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 3.125 | 328 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 405 | 43 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8.077 | 848 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 35.673 | 24,74 | 3.745 | 32,67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2.183 | 0,37 | 229 | 7,01 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3.615 | 379 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 968.679 | 6,42 | 101.692 | 13,20 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2.000 | 210 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.856 | 1,83 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Eq Llc | 23.745 | 6,74 | 2.493 | 13,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.684 | 3,42 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.197 | 4,56 | 453 | 16,80 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5.924 | 1 | ||||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 364.098 | 38.223 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7.038 | 1,73 | 739 | 8,21 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 12.675 | 472,49 | 1.331 | 510,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106.816 | 4,28 | 11 | 10,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6.072 | 3,87 | 637 | 10,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 557 | 58 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 376 | 7,43 | 39 | 14,71 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 8.188 | 43,17 | 860 | 52,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 32.161 | 15,90 | 3.376 | 23,30 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 80.608 | 3,70 | 8.462 | 10,30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 297.844 | 1,92 | 31.268 | 8,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9.314 | 1,60 | 978 | 8,08 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3.350 | 7,51 | 352 | 14,33 |
