Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i XAI Madison Equity Premium Income Fund, omfatter NWF Advisory Services Inc., Quarry LP, Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Arlington Capital Management, Inc., Cetera Investment Advisers, Mariner, LLC, Investmark Advisory Group LLC, og Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 55.611 | 5,74 | 348 | 7,76 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 29.175 | 182 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 61.663 | 78,25 | 385 | 81,60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14.099 | 88 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 75.714 | 31,08 | 473 | 33,62 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 53.140 | 298 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 225.041 | 14,49 | 1.407 | 16,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 836.592 | 7,81 | 5.229 | 9,92 | ||||
| 2025-08-14 | 13F | Quarry LP | 70.140 | 438 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 158 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.684 | 98 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2.900 | 18 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 208.751 | 1.305 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 419.467 | 140,95 | 2.622 | 145,64 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 14.134 | 50,36 | 88 | 54,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 246.317 | 1,49 | 1.539 | 3,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.692 | 48 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 122.800 | 753 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.350 | 27 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.266 | 64 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 10.441 | 65 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52.574 | 19,00 | 329 | 21,40 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45.529 | 31,06 | 285 | 33,96 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 99.263 | 8,39 | 620 | -4,91 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 10.254 | 64 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 455.480 | 27,18 | 2.876 | 26,99 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 47.880 | 51,21 | 299 | 54,12 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 173.615 | 1,24 | 1.085 | -5,65 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 203.355 | 348,91 | 1.271 | 358,48 |
