Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i MFS Charter Income Trust, omfatter Vermillion Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | L.m. Kohn & Company | 34.781 | 0,40 | 221 | 1,84 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 53.216 | 0,27 | 338 | 1,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.449 | 12,76 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 341.354 | 8,64 | 2.171 | 10,20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 71.077 | 37,57 | 452 | 39,94 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 99.515 | 3,74 | 633 | 5,16 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 438.586 | 6,67 | 2.789 | 8,18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 334.847 | 0,61 | 2.130 | 2,06 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11.675 | 74 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2.826 | 18 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11.257 | 0,26 | 72 | 1,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.020 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8.107.609 | 2,10 | 51.564 | 3,57 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 2.816.381 | 14,90 | 18 | 13,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.486 | 16,20 | 22 | 22,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 517.874 | 0,79 | 3.294 | 2,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 139.407 | 0,43 | 1 | |||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 438.586 | 6,67 | 2.789 | 8,18 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 104.153 | 0,68 | 662 | 2,16 |
