Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i MFS Intermediate Income Trust, omfatter M Holdings Securities, Inc., Wealthspire Advisors, LLC, Wealth Quarterback LLC, og GAMMA Investing 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 | Wells Fargo & Company/mn | 544.048 | 0,64 | 1.474 | 1,38 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 571 | 2,15 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 507.027 | 5,72 | 1.374 | 6,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 246.860 | 0,48 | 669 | 1,21 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 15.358 | 2,20 | 42 | 2,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 712.130 | 6,54 | 1.930 | 7,29 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 26.000 | 4,00 | 70 | 4,48 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 7.651.184 | 3,81 | 20.735 | 4,58 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43.025 | 117 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 26.308.365 | 7,74 | 71 | 9,23 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 10.324 | 28 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.661 | 0,66 | 40 | 0,00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 231.571 | 628 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 30.318 | 1,64 | 82 | 2,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 204.095 | 553 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.122.280 | 2,02 | 3.041 | 2,77 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 25.710 | 0,44 | 70 | 1,47 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 28 | 0 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 25.050 | 22,97 | 68 | 24,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.283 | 10,24 | 30 | 11,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 290.700 | 1,57 | 788 | 2,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.080.926 | 1.566,77 | 5.639 | 1.583,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 132.779 | 10,85 | 360 | 11,49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.965 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.000 | 5 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.026.256 | 2,70 | 8.191 | 3,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 326.965 | 31,04 | 886 | 33,63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 61.401 | 7,85 | 166 | 8,50 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 260.817 | 1 |
