Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF, omfatter Congress Wealth Management LLC / DE /, Moloney Securities Asset Management, LLC, Park Place Capital Corp, ORG Partners LLC, og Private Trust Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 456.357 | 7,06 | 17.821 | 12,16 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 35.882 | 1.401 | ||||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 563.781 | 9,38 | 22.016 | 14,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.000 | 2,04 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 43.676 | 0,45 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 81 | 3 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 67.777 | 19,06 | 2.647 | 24,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4.467.224 | 2,85 | 174.445 | 7,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.448 | 3,44 | 642 | 8,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26.341 | 0,20 | 1.029 | 5,01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 689 | 244,50 | 27 | 271,43 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12.325 | 14,40 | 481 | 19,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 87.824 | 42,99 | 3.433 | 50,57 | ||||
| 2025-08-29 | NP | JAIVX - Managed Volatility Moderate Portfolio NAV | 244.624 | 56,33 | 9.553 | 63,79 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10.018 | 391 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46.108 | 271,00 | 1.801 | 288,77 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 87.437 | 161,91 | 3.414 | 174,44 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.507 | 60 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 365.089 | 52,02 | 14.257 | 59,27 | ||||
| 2025-08-29 | NP | JAIYX - Managed Volatility Balanced Portfolio NAV | 1.435.719 | 14,52 | 56.065 | 19,98 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 5.440 | 218 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 212.387 | 68,68 | 8.288 | 76,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150.389 | 4,63 | 5.873 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15.676 | 37,41 | 612 | 44,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 122.499 | 30,12 | 4.784 | 27,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 758 | 30 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 613 | 22,11 | 24 | 27,78 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.090 | 0,18 | 43 | 5,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 102.898 | 1,31 | 4.085 | 7,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 180.060 | 183,81 | 7.031 | 197,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99.648 | 695,97 | 3.891 | 734,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 467.236 | 12,97 | 18.246 | 18,36 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9.181 | 364 | ||||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 288.067 | 70,74 | 11.249 | 78,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11.420 | 36,36 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 418.833 | 4,14 | 16.360 | 9,13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189.066 | 24,97 | 7 | 40,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15.710 | 613 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9.462 | 0,16 | 370 | 4,83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.760 | 0,64 | 576 | 5,49 |
