Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Telecommunications ETF, omfatter Zurich Insurance Group Ltd/FI, Oribel Capital Management, LP, USA Financial Portformulas Corp, Forefront Analytics, LLC, Equitable Holdings, Inc., Lifestyle Asset Management, Inc., Foundations Investment Advisors, LLC, KKM Financial LLC, Fountainhead AM, LLC, Midwest Trust Co, Smartleaf Asset Management LLC, Gladstone Institutional Advisory LLC, Family Legacy Financial Solutions, LLC, Strategic Wealth Partners, Ltd., West Paces Advisors Inc., Curat Global, LLC, EBI - Longview Advantage ETF, og Eukles Asset Management .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-19 | 13F | Advisory Services Network, LLC | 140.407 | 9,43 | 4.191 | 19,27 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 32.775 | 114,61 | 976 | 133,49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 104 | 67,74 | 3 | 200,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 33.535 | 999 | ||||||
2025-08-06 | 13F | Eukles Asset Management | 281 | 8 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 18.452 | 15,13 | 550 | 25,34 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 46.139 | 30,09 | 1.374 | 41,50 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 88.699 | 2.641 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 465.395 | 181,50 | 13.860 | 206,16 | ||||
2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 350.290 | 10.397 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1.826.858 | 19,86 | 54.404 | 30,32 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.203 | 0,39 | 155 | 9,22 | ||||
2025-08-26 | NP | LCR - Leuthold Core ETF | 39.073 | 2,52 | 1.164 | 11,51 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 9.006 | 268 | ||||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 17.190 | 110,33 | 512 | 129,15 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7.753 | 231 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 184.398 | 14,40 | 5.491 | 24,40 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1.961 | 63,55 | 58 | 81,25 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 5.957 | 14.792,50 | 177 | 17.600,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 29.747 | 886 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 35.312 | 3,55 | 1.052 | 12,53 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 135.327 | 480,50 | 4.030 | 531,66 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 23.750 | 707 | ||||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 7.177 | 214 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1.462 | 0,14 | 44 | 10,26 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 43.289 | 58,39 | 1.289 | 72,33 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 14.441 | 0,40 | 430 | 9,41 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 36.234 | 55,78 | 1.079 | 69,39 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.727 | 0,29 | 51 | 8,51 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 780 | 0,52 | 23 | 9,52 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8.458 | 0,25 | 252 | 8,66 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 463.019 | 13.789 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7.213 | 85,76 | 215 | 101,89 | ||||
2025-08-12 | 13F | LPL Financial LLC | 425.982 | 26,70 | 12.686 | 37,76 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159.725 | 501,65 | 4.757 | 554,20 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 30.528 | 286,82 | 909 | 320,83 | ||||
2025-08-14 | 13F | Millennium Management Llc | 388.671 | 11.575 | ||||||
2025-08-14 | 13F | KKM Financial LLC | 28.330 | 844 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 129.576 | 444,85 | 3.859 | 492,63 | ||||
2025-08-13 | 13F | Leuthold Group, Llc | 42.014 | 2,63 | 1.251 | 11,60 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1.539 | 0 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25.967 | 0,00 | 773 | 8,72 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 122.001 | 3.633 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 24.592 | 1 | ||||||
2025-08-14 | 13F | Fmr Llc | 2.572 | 8,57 | 77 | 18,75 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 29.018 | 21,15 | 864 | 31,71 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 371 | 11 | ||||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 33.543 | 999 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270.626 | 48,03 | 8 | 60,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 428.782 | 15,42 | 12.769 | 25,49 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 35.231 | 1.048 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 6.327 | 0 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 9.199 | 270 | ||||||
2025-07-22 | 13F | Gsa Capital Partners Llp | 13.399 | 44,06 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 567.609 | 77,87 | 16.903 | 93,40 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 68.200 | 2.031 | ||||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 132.014 | 8,02 | 3.931 | 17,45 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 28.750 | 856 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 39.181 | 0,02 | 1.167 | 8,77 | ||||
2025-08-14 | 13F | Mariner, LLC | 8.150 | 243 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 80.469 | 2.396 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 4.800 | 200,00 | 143 | 230,23 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 850 | 25 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 36.421 | 61,10 | 1.085 | 74,56 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 6.886 | 205 | ||||||
2025-07-23 | 13F | West Paces Advisors Inc. | 1.105 | 33 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.250 | 37 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1.891 | 56 | ||||||
2025-08-07 | 13F/A | Curat Global, LLC | 861 | 26 | ||||||
2025-07-24 | 13F | Forefront Analytics, LLC | 75.634 | 2.252 | ||||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 33 | 3,12 | 1 | |||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 72.515 | 94,73 | 2.159 | 111,87 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 12.112 | 361 | ||||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 1.080 | 0 | ||||||
2025-07-30 | NP | EMPB - Efficient Market Portfolio Plus ETF | Short | -43.206 | 137,64 | -1.210 | 134,50 | |||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.229 | 202,29 | 126 | 228,95 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1.154.002 | 34.366 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 18.487 | 551 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 168.618 | 30,09 | 5.021 | 41,44 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 19.020 | 0,43 | 566 | 9,27 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51.233 | 0,04 | 1.526 | 8,77 | ||||
2025-08-13 | 13F | Oribel Capital Management, LP | Call | 187.500 | 44.756 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 14.460 | 22,31 | 424 | 31,37 | ||||
2025-08-07 | 13F | Midwest Trust Co | 11.971 | 356 | ||||||
2025-08-08 | 13F | Croban | 75.634 | 0,60 | 2.252 | 9,38 |