Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF, omfatter Goodman Financial Corp, Aqr Capital Management Llc, Heritage Wealth Advisors, Evensky & Katz LLC, SYM FINANCIAL Corp, Plante Moran Financial Advisors, LLC, og Bokf, Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 296.014 | 16,21 | 28.261 | 20,54 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.656 | 70,62 | 540 | 76,72 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35.779 | 44,57 | 3.534 | 55,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43.911 | 1,64 | 4.192 | 5,43 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 168.972 | 0,31 | 16.132 | 4,04 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 119.380 | 0,83 | 11.397 | 4,59 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.521 | 1,25 | 432 | 4,87 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13.491 | 0,16 | 1.288 | 3,87 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5.639 | 538 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 120 | 11 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2.312 | 221 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2.733 | 19,08 | 261 | 23,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24.367 | 36,59 | 2.326 | 41,66 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 387 | 1,57 | 37 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Rockland Trust Co | 812.321 | 1,46 | 77.552 | 5,24 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6.015 | 57,79 | 574 | 64,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.039 | 120,91 | 498 | 148,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.629 | 2 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 931 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9.989 | 0,10 | 954 | 3,81 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5.698 | 16,88 | 560 | 34,70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.825 | 0,74 | 652 | 4,49 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5.266 | 16,87 | 503 | 21,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 107.148 | 3,79 | 10.229 | 7,65 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 10.101 | 10,24 | 964 | 14,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3.922 | 18,28 | 374 | 22,62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35.729 | 2,68 | 3.411 | 6,89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124.877 | 615,50 | 11.922 | 642,28 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 958 | 3,79 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.919 | 183 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 178 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 448 | 100,00 | 43 | 110,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1.975 | 189 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73.517 | 4,26 | 7.019 | 8,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 130 | 12 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3.233 | 18,04 | 309 | 22,22 | ||||
| 2025-08-12 | 13F | Bokf, Na | 120 | 11 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7.264 | 169,04 | 693 | 179,44 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4.691 | 9,07 | 448 | 13,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.288 | 2,83 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 866.336 | 0,48 | 82.709 | 4,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24.404 | 2,48 | 2.330 | 6,30 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 731 | 0,14 | 70 | 2,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57.366 | 1.572,48 | 5.477 | 1.638,41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.466 | 91,38 | 140 | 98,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.271 | 109,34 | 1.076 | 117,37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.740 | 1.503 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2.549 | 243 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 131.347 | 31,58 | 12.540 | 36,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7.387 | 1 | ||||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 4.628 | 27,35 | 446 | 33,23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.469 | 3,38 | 140 | 7,69 |
