Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF, omfatter Orgel Wealth Management, LLC, Midwest Trust Co, Condor Capital Management, Orion Portfolio Solutions, LLC, Invenio Wealth Partners Llc, Elequin Capital Lp, Daymark Wealth Partners, Llc, Cambridge Investment Research Advisors, Inc., og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Condor Capital Management | 461.713 | 11.012 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12.683 | 0,95 | 302 | 0,33 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 86.302 | 127,69 | 2.058 | 126,65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 439.103 | 10.525 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 113.950 | 244,73 | 2.718 | 243,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.575 | 252 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28.129 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 47.737 | 2,79 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27.641 | 659 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362.887 | 96,67 | 8.655 | 95,70 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77.193 | 3,92 | 1.841 | 3,43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 308.869 | 35,15 | 7.367 | 34,49 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 456.989 | 4,07 | 10.899 | 3,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.543.656 | 9,71 | 108.366 | 9,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.393 | 33 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1.320.615 | 90,75 | 31.497 | 89,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 98.313 | 14,25 | 2.357 | 14,04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.939 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 28.799 | 25,31 | 685 | 24,36 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 23.574 | 2,77 | 562 | 2,37 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 300.375 | 7.164 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 18.461 | 7,81 | 440 | 7,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 401.594 | 310,48 | 9.578 | 308,44 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.838.266 | 4,40 | 43.843 | 3,88 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.558 | 1,16 | 371 | 0,82 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 288.933 | 0,98 | 6.891 | 0,48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.056 | 16,82 | 97 | 15,66 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10.420 | 249 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 581.489 | 13.869 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32.862 | 24,58 | 784 | 23,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16.138 | 13,30 | 385 | 12,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.319 | 79 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 77.814 | 1,45 | 1.856 | 0,92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 58.777 | 18,53 | 1.402 | 17,93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 113.586 | 20,18 | 2.705 | 19,43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41.146 | 34,96 | 981 | 34,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23.656 | 59,37 | 563 | 58,59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 40.161 | 4,10 | 958 | 3,57 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17.073 | 1,83 | 407 | 1,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 5.409 | 0,11 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22.105 | 527 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.702.735 | 2,31 | 40.610 | 1,79 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5.909.226 | 140.935 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 691.196 | 1,35 | 16.485 | 0,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 589.199 | 8,44 | 14.052 | 7,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80.600 | 1.922 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 70.430 | 137,30 | 1.680 | 136,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.920 | 108,21 | 451 | 107,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4.185 | 81,72 | 100 | 80,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27.631 | 2,76 | 659 | 2,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10.917 | 13,75 | 260 | 13,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.878 | 116 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20.844 | 0,61 | 497 | 0,20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31.248 | 15,81 | 745 | 15,33 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 417.115 | 38,92 | 9.948 | 38,24 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 39.255 | 9,03 | 936 | 8,46 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 15.410 | 52,17 | 368 | 51,65 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 411.040 | 26,90 | 9.803 | 26,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 36.209 | 1,21 | 864 | 0,70 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1.910.061 | 11,99 | 45.555 | 11,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.345.146 | 13,83 | 32.082 | 13,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 61.588 | 27,95 | 1.469 | 27,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 196.002 | 36,11 | 4.675 | 35,44 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 38.951 | 10,13 | 929 | 9,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.562 | 4,39 | 133 | 3,94 |
