Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF, omfatter Christopher J. Hasenberg, Inc, Financial Enhancement Group LLC, Connetic Venture Capital Access Fund, Exchange Traded Concepts, Llc, Entrewealth, Llc, Mezzasalma Advisors, LLC, Aries Wealth Management, Atlantic Union Bankshares Corp, Talon Private Wealth, LLC, Kilter Group LLC, Painted Porch Advisors LLC, Strategic Wealth Partners, Ltd., Quaker Wealth Management, LLC, Trust Co Of Toledo Na /oh/, og Murphy & Mullick Capital Management Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 32 | 2 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 640 | 126,15 | 35 | 161,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 92.470 | 8,53 | 5.028 | 26,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44.561 | 12,68 | 2.423 | 31,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169.266 | 1,88 | 9.205 | 19,18 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 351 | 216,22 | 19 | 280,00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 20.210 | 3,99 | 1.099 | 21,71 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 117.008 | 6.363 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.720 | 1,74 | 311 | 19,16 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 154 | 8 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 60.964 | 0,20 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 397 | 21 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3.776 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 35.996 | 625,14 | 1.957 | 750,87 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 22.880 | 4,93 | 1.274 | 36,70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 202 | 11 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.485 | 212,27 | 407 | 266,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 142 | 389,66 | 8 | 600,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 18.105 | 1.005 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1.056 | 57 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4.452 | 242 | ||||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 6.028 | 328 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103.639 | 5,85 | 5.636 | 23,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 540 | 40,26 | 29 | 70,59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10.146 | 2,99 | 552 | 20,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 91 | 5 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4.155 | 226 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 5.467 | 0,24 | 297 | 17,39 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.494 | 0,85 | 462 | 17,90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.124 | 0,06 | 170 | 16,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4.815 | 262 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 97 | 16,87 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 23.181 | 2,81 | 1.261 | 20,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 141.721 | 41,61 | 7.707 | 65,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.525 | 6,87 | 83 | 24,24 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 3.745 | 204 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 21,74 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 56.515 | 17,28 | 3.073 | 37,19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.543 | 84 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 50.838 | 1,91 | 2.765 | 19,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30.132 | 178,56 | 1.639 | 226,29 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 6.265 | 341 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 49 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 102 | 3.300,00 | 6 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.418 | 0,07 | 77 | 18,46 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 27 | 1 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 101.300 | 8,15 | 5.509 | 26,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 18.402 | 279,11 | 1.001 | 344,44 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 551.043 | 2,71 | 29.966 | 20,14 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 49.701 | 8,95 | 2.703 | 27,45 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 92.333 | 8,55 | 5.021 | 26,99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17.894 | 10,79 | 973 | 29,73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5.466 | 21,52 | 297 | 42,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21.734 | 60,37 | 1.182 | 87,46 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 20 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17.252 | 0,05 | 938 | 16,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 72.685 | 4,33 | 3.953 | 22,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.457 | 251,84 | 297 | 311,11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34.307.606 | 3,18 | 1.865.648 | 20,69 |
