Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Barings Corporate Investors, omfatter Patriot Investment Management Inc., Farther Finance Advisors, LLC, og Kingsview Wealth Management, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 58.794 | 16,33 | 1.273 | 7,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.504 | 4,20 | 574 | -3,69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 237.886 | 0,88 | 5.153 | -6,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100.753 | 4,08 | 2.182 | -3,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10.232 | 76,41 | 222 | 63,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 59.483 | 44,95 | 1.288 | 34,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.137 | 46 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21.034 | 2,32 | 456 | -5,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18.105 | 56,96 | 392 | 45,19 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 226.071 | 3,34 | 4.897 | -4,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15.306 | 332 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 238.607 | 38,74 | 4.975 | 37,67 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 21.167 | 19,76 | 457 | 15,11 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 1.872 | -9,09 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 68.100 | 1.475 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61.418 | 1,48 | 1.330 | -6,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 258 | -7,55 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1.103 | 1,85 | 24 | -8,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 176.900 | 4,16 | 3.832 | -3,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 74.745 | 6,73 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 3.677 | -7,71 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48.045 | 0,33 | 1.041 | -7,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38.019 | 21,88 | 823 | 12,59 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 362.189 | 9,18 | 7.845 | 0,89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19.238 | 417 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 2.613 | 773,91 | 57 | -85,79 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 43.966 | 7,29 | 952 | -0,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 103.609 | 4,23 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43.771 | 5,88 | 948 | -2,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20.814 | 451 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 38.320 | 1,96 | 830 | -5,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.132 | 14,73 | 109 | 6,86 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 24.455 | 1,98 | 530 | -5,87 |
