Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i KKR Income Opportunities Fund, omfatter Rareview Capital LLC, Ballast, Inc., CI Private Wealth, LLC, Almitas Capital LLC, Jane Street Group, Llc, Mariner, LLC, Herold Advisors, Inc., Noble Wealth Management PBC, Ronald Blue Trust, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Jones Financial Companies Lllp, EverSource Wealth Advisors, LLC, SRS Capital Advisors, Inc., Steward Partners Investment Advisory, Llc, og WPG Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 144 | 2,86 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16.866 | 5,14 | 212 | 7,11 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 82.465 | 7,05 | 1.036 | 9,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43.468 | 0,08 | 546 | 2,25 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 111.051 | 5,92 | 1.395 | 8,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131.652 | 50,69 | 1.654 | 54,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 113.008 | 11,89 | 1.419 | 14,34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 8 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 340.398 | 5,26 | 4.275 | 7,57 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 15.439 | 1,15 | 194 | 3,21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.905 | 86,57 | 49 | 96,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.470 | 18 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20.650 | 259 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 31.621 | 17,76 | 397 | 20,30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.942 | 21,49 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30.841 | 387 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47.517 | 4,51 | 597 | 6,81 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75.885 | 0,31 | 953 | 2,58 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 266.159 | 247,62 | 3.342 | 255,05 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 37.779 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 372 | 5 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 48.059 | 25,34 | 604 | 28,03 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 358.576 | 3,04 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 20.851 | 262 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 83.209 | 18,53 | 986 | 11,29 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 247 | 70,34 | 3 | 200,00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 23.994 | 54,48 | 301 | 58,42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51.448 | 15,55 | 646 | 18,10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10.505 | 132 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 39.446 | 0,44 | 495 | 2,70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.500 | 19 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13.955 | 4,38 | 175 | 6,71 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 111.315 | 12,82 | 1.398 | 15,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.310 | 16 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.518.336 | 31,55 | 19.070 | 34,44 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 416.151 | 3,11 | 5.227 | 5,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 240.140 | 6,31 | 3.016 | 8,65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.250 | 16 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.235 | 16 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 169.975 | 2.135 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 162 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 52.089 | 10,74 | 654 | 13,15 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 5.100 | 63 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 108.124 | 17,85 | 1.358 | 20,50 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 51.789 | 10,69 | 650 | 13,04 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 35.723 | 18,61 | 449 | 21,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41.236 | 12,10 | 518 | 14,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.828 | 23 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 354.926 | 1,99 | 4.458 | 4,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 46.214 | 13,48 | 580 | 16,00 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 171.844 | 2.158 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14.388 | 10,25 | 181 | 12,50 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87.051 | 10,29 | 1.093 | 12,68 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 111.051 | 1.395 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11.386 | 3,02 | 143 | 5,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 254.905 | 20,67 | 3.202 | 23,31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11.993 | 151 | ||||||
| 2025-08-08 | 13F | Creative Planning | 11.861 | 2,56 | 149 | 4,23 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 151 | 2 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37.269 | 22,30 | 0 |
