Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ORIX Corporation - Depositary Receipt (Common Stock), omfatter Vestmark Advisory Solutions, Inc., Y-Intercept (Hong Kong) Ltd, Glenmede Investment Management, LP, Simon Quick Advisors, Llc, Naviter Wealth, LLC, Ieq Capital, Llc, Midwest Trust Co, Syon Capital Llc, Sivia Capital Partners, LLC, Optas, LLC, Colony Group, LLC, Principal Street Partners, LLC, Centiva Capital, LP, AlphaCore Capital LLC, Soundwatch Capital LLC, Harbor Asset Planning, Inc., Twin Peaks Wealth Advisors, LLC, Acadian Asset Management Llc, Evolution Wealth Management Inc., og Boreal Capital Management 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.217 | 739,31 | 40 | 1.233,33 | ||||
| 2025-06-25 | NP | GENW - Genter Capital International Dividend ETF | 635 | 499,06 | 13 | 9,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.175 | 408,23 | 136 | 440,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 723.354 | 1,41 | 16.290 | 9,32 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 9.127 | 206 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 31.566 | 50,86 | 711 | 62,47 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 165 | 4 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26.837 | 11,66 | 604 | 20,32 | ||||
| 2025-07-28 | NP | AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65.382 | 35,46 | 1.390 | 40,97 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 366.526 | 79,70 | 8.254 | 93,76 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32.473 | 41,03 | 731 | 52,29 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 105 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.995 | 27,64 | 45 | 37,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 185 | 42,31 | 4 | 100,00 | ||||
| 2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21.678 | 34,73 | 461 | 40,24 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 420.480 | 9,40 | 8.939 | 13,79 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 946 | 31.433,33 | 21 | |||||
| 2025-06-26 | NP | DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25.055 | 400,00 | 503 | -5,28 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 361 | 1.344,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.537 | 480,00 | 35 | 580,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 30.710 | 56,80 | 692 | 69,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38.571 | 12,30 | 869 | 21,06 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 23.004 | 12,80 | 518 | 21,60 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 23.675 | 435,75 | 495 | 5,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.360 | 461,98 | 31 | 20,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14.592 | 6,76 | 329 | 15,09 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2.659 | 628,49 | 60 | 742,86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 9.656 | 217 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 81 | 1,25 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 468 | 23,16 | 11 | 42,86 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 44.196 | 12,04 | 995 | 20,75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 45.202 | 6,33 | 1.018 | 14,53 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 67.964 | 1,01 | 1.531 | 8,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42.663 | 275,79 | 891 | -26,12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 13.384 | 301 | ||||||
| 2025-07-23 | 13F | Optas, LLC | 10.484 | 236 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 806 | 21 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14.371 | 324 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 126.198 | 4,66 | 2.842 | 12,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150.478 | 64,26 | 3.389 | 77,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 12.033 | 271 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 705 | 984,62 | 16 | 1.400,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23.837 | 537 | ||||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 29.375 | 29,95 | 662 | 40,04 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 368 | 268,00 | 8 | 300,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.353.948 | 4,41 | 53.011 | 12,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6.364 | 611,86 | 143 | 694,44 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 236.604 | 13,91 | 5.328 | 22,79 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 7.316 | 26,73 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 481.327 | 88,20 | 10.839 | 102,90 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2.484 | 1.105,83 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14.997 | 338 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1.125 | 674 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 181.457 | 16,46 | 4.090 | 25,65 | ||||
| 2025-07-28 | NP | AVSD - Avantis Responsible International Equity ETF | 17.524 | 203,97 | 373 | 217,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 | 150,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39.597 | 598,61 | 892 | 48,01 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 15 | 0 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 70 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 66.390 | 33,22 | 1.147 | 5,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28.002 | 16,04 | 631 | 25,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11.756 | 6,10 | 265 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 536 | 2,88 | 12 | 20,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.343 | 151,54 | 75 | 177,78 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 73.134 | 32,51 | 1.647 | 42,88 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 101 | 1,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 913 | 4.972,22 | 21 | 1.900,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24.606 | 63,13 | 554 | 75,87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.178 | 229 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 19.364 | 601,09 | 405 | 37,88 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 10.970 | 247 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 365 | 8 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 101.497 | 3,97 | 2.286 | 12,06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 31.623 | 712 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 54.052 | 22,64 | 1.217 | 32,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 76 | 0 | ||||||
| 2025-07-30 | 13F | Ethic Inc. | 11.783 | 8,89 | 261 | 16,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 21.735 | 489 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 13.525 | 0,74 | 305 | 8,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.417 | 5,75 | 32 | 14,81 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1.545 | 21,65 | 35 | 30,77 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 35 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56.265 | 31,88 | 1.267 | 42,20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16.735 | 61,41 | 377 | 74,07 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17.844 | 18,33 | 402 | 27,30 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10.933 | 246 | ||||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 89.988 | 26,68 | 2.027 | 36,61 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14.712 | 360,04 | 307 | -9,44 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 153.323 | 5,31 | 3.453 | 13,52 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 36.933 | 0,97 | 832 | 8,77 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 20.210 | 455 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 905 | 20 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15.847 | 12,43 | 357 | 21,09 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 61.772 | 16,99 | 1.391 | 26,11 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 45.636 | 45,12 | 1 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.195 | 27 | ||||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 12.225 | 8,19 | 275 | 16,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17.677 | 0 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1.500 | 351,81 | 31 | -11,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 134.984 | 1,64 | 3.040 | 9,55 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 117.459 | 4,01 | 2.645 | 12,12 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 196.669 | 0,36 | 4.429 | 8,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 535 | 12 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 96.548 | 0,10 | 2.174 | 7,94 | ||||
| 2025-07-31 | 13F | R Squared Ltd | 10.204 | 230 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5.048.466 | 1,90 | 113.692 | 9,85 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 69.576 | 496,81 | 1.453 | 17,37 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 19.157 | 16,65 | 0 | |||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 14.420 | 12,92 | 325 | 21,80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4.152.488 | 3,91 | 93.514 | 12,02 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 250.177 | 1,25 | 5.634 | 9,15 | ||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 1.741.177 | 0,76 | 39.211 | 8,63 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 14.699 | 331 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 92.365 | 0,83 | 2.080 | 7,60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 36.581 | 344,21 | 824 | -5,84 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16.733 | 5,91 | 377 | 13,94 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 543.509 | 16,29 | 12.240 | 25,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17.157 | 2,74 | 386 | 10,92 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 210 | 5 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 9.243 | 208 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 120 | 100,00 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 334 | 4,38 | 8 | 16,67 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 25.970 | 17,74 | 585 | 26,96 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17.359 | 7,93 | 391 | 16,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 42.318 | 970,53 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79.972 | 79,52 | 1.801 | 93,55 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 9.832 | 221 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 500 | 11 | ||||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 685 | 0 | ||||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 78.460 | 580,19 | 1.574 | 28,93 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 169.979 | 11,20 | 3.614 | 15,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.265 | 16,59 | 28 | 27,27 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 66.285 | 129,48 | 1.493 | 147,43 |
