Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Healthcare ETF, omfatter Adams Wealth Management, CacheTech Inc., Forte Asset Management Llc, LOM Asset Management Ltd, Tradewinds, LLC., Boreal Capital Management LLC, Strategic Advocates LLC, Optiver Holding B.V., Summit Wealth Group, LLC, Atlantic Union Bankshares Corp, Milestones Private Investment Advisors LLC, Midwest Trust Co, StoneX Group Inc., Owen LaRue, LLC, BTG Pactual Asset Management US LLC, Winnow Wealth Llc, Financial Perspectives, Inc, RMG Wealth Management LLC, EBI - Longview Advantage ETF, og Glenmede Investment Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 104.891 | 15,59 | 5.892 | 7,54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4.370 | 247 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3.593 | 203 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 281 | 18 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 5.680 | 67,06 | 323 | 55,56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400.018 | 1,68 | 22.593 | -5,68 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20.415 | 0,17 | 1.153 | -7,02 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 512 | 0,39 | 29 | -9,68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95.824 | 7,68 | 5.412 | -0,11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8.617 | 0,01 | 487 | -7,25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4.236 | 239 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.846 | 0,27 | 104 | -7,14 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34.955 | 8,91 | 1.974 | 1,02 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 26.106 | 1.474 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 16.077 | 2,52 | 908 | -4,82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4.027 | 0,15 | 227 | -6,97 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 29.864 | 4,30 | 1.687 | -3,27 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.830 | 4,47 | 838 | -3,12 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 265.096 | 2,72 | 14.973 | -4,72 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23.110 | 2,09 | 1.305 | -5,30 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 70.257 | 2,97 | 3.968 | -4,48 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14.163 | 800 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 304 | 0,33 | 17 | -5,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9.384 | 7,36 | 530 | -0,38 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14.410 | 0,98 | 814 | -6,34 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 22.812 | 6,09 | 1.288 | -1,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 734 | 98,38 | 41 | 86,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.756 | 31,04 | 99 | 22,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45.116 | 25,61 | 2.548 | 16,51 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.485 | 310 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4.638 | 262 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5.960 | 0,07 | 330 | -2,66 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3.978 | 0,40 | 225 | -7,05 | ||||
| 2025-07-28 | 13F | Essex LLC | 34.778 | 12,49 | 1.964 | 4,36 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 102.845 | 0,09 | 5.809 | -7,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19.680 | 10,64 | 1.112 | 2,59 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10.443 | 13.288,46 | 590 | 14.625,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21.336 | 3,10 | 1.205 | -4,37 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 109.334 | 6,53 | 6.184 | 7,42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 660.603 | 4,74 | 37.311 | -2,84 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.658 | 19,77 | 602 | 22,15 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 799 | 0,25 | 45 | -6,25 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39.374 | 247,61 | 2.224 | 222,64 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3.950 | 13,02 | 223 | -7,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 421.350 | 12,60 | 23.810 | 4,47 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 41.748 | 3,41 | 2.358 | -4,11 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11.489 | 649 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.818 | 0,15 | 276 | 1,48 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 124.250 | 488,28 | 7.018 | 445,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130.075 | 2,68 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1.940 | 110 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 20.910 | 32,85 | 1.181 | 23,17 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.947.096 | 6.342,22 | 34 | -98,15 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10.189 | 144,99 | 575 | 127,27 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 802 | 0,38 | 45 | -6,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 356.391 | 15,65 | 20.129 | 7,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25.904 | 0,64 | 1.463 | -6,64 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23.300 | 1.316 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7.887 | 24,81 | 445 | 15,89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0,43 | 27 | -7,14 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5.980 | 26,72 | 338 | 17,42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.436 | 0,14 | 81 | -6,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 74.817 | 24,52 | 4.226 | 15,50 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 523 | 30 | ||||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 71.928 | 4.063 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 6.915 | 0,07 | 391 | -7,14 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12.167 | 687 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 43.329 | 12,73 | 2.447 | 4,57 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4.061 | 80,49 | 229 | 67,15 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 129.292 | 7.873 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 6.970 | 75,43 | 394 | 63,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 471 | -16,67 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 8.639 | 1,05 | 488 | -6,35 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6.685 | 21,88 | 407 | 27,59 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 265 | 60,61 | 15 | 40,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5.505 | 6,89 | 311 | -0,96 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 129.292 | 7.873 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 17.606 | 32,32 | 994 | 22,72 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 39.878 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36.041 | 9,28 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.173 | 284,60 | 123 | 258,82 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 29.020 | 14,64 | 1.639 | 6,36 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5.475 | 0,07 | 309 | -7,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26.227 | 4,14 | 1.481 | -3,39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22.756 | 9,23 | 1.285 | 1,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10.229 | 1,45 | 587 | 1,03 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 4.920 | 189,41 | 278 | 168,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 51.802 | 7,41 | 2.926 | -0,37 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5.076 | 287 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10.580 | 0,26 | 598 | -7,01 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8.420 | 3,19 | 476 | -4,23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14.777 | 99,26 | 861 | 90,91 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26.013 | 311,60 | 1.469 | 282,55 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 182 | 0,55 | 10 | -9,09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 250 | 14 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 29.020 | 1.639 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.593 | 18,62 | 90 | 9,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 40.180 | 262,96 | 2.267 | 236,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 60.260 | 3,27 | 3.404 | -4,17 | ||||
| 2025-08-05 | 13F | Allstate Corp | 9.050 | 511 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13.738 | 0,29 | 776 | -7,07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52.382 | 9,81 | 2.959 | 1,86 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 | 6 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16.101 | 94,46 | 909 | 82,16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17.500 | 5,49 | 988 | -2,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 14.855 | 2,95 | 839 | -4,44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6.799 | 6,67 | 384 | 3,50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 11.042 | 0,17 | 624 | -7,15 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4.243 | 240 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.173 | 0,28 | 179 | -6,77 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 9.275 | 10,55 | 524 | 2,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19.109 | 27,50 | 1.079 | 18,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 108,70 | 54 | 92,86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 62.680 | 11,09 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 172.487 | 725,81 | 9.742 | 666,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.671.981 | 0,49 | 94.433 | -6,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11.127 | 0,28 | 628 | -6,96 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 6.724 | 380 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3.734 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.559 | 69,92 | 709 | 57,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17.348 | 0,05 | 980 | -7,20 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1.020 | 0,29 | 58 | -6,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5.565 | 0,02 | 314 | -7,10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13.301 | 50,98 | 751 | 40,11 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13.702 | 3,18 | 774 | -4,33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.963 | 337 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6.700 | 24,77 | 378 | 15,95 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5.106 | 5,19 | 288 | -2,37 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 11.674 | 13,34 | 659 | 5,10 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177 | 10 | ||||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 55.224 | 1,45 | 3.119 | -5,88 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 5.579 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 147.301 | 1.032,21 | 8.320 | 950,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5.735 | 0,12 | 324 | -7,18 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21.729 | 39,58 | 1.227 | 29,57 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 6.000 | 339 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 14.911 | 30,91 | 842 | 21,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4.452 | 1,97 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9.661 | 0,01 | 546 | -7,31 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4.451 | 35,04 | 251 | 25,50 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5.115 | 289 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2.475 | 140 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19.618 | 2,75 | 1.108 | -4,73 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.000 | 56 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.825 | 18,89 | 103 | 15,73 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 381 | 22 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117.733 | 51,07 | 6.650 | 40,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34.584 | 12,84 | 1.953 | 4,66 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.685 | 1.772,22 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16.178 | 0,03 | 914 | -7,22 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4.898 | 0,10 | 277 | -7,07 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 125 | 7 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 1 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7.221 | 5,14 | 408 | -2,63 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 18.450 | 17,61 | 1.042 | 9,11 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 84.290 | 0,23 | 4.761 | -7,03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 28 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3.851 | 2,89 | 217 | 0,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.717 | 219,14 | 0 |
