Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Barings Participation Investors, omfatter PCEF - Invesco CEF Income Composite ETF, Whipplewood Advisors, LLC, GWM Advisors LLC, Putnam Fl Investment Management Co, og Ameritas Advisory Services, 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 | GWM Advisors LLC | 14.760 | 297 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.340 | 208 | ||||||
| 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 | 125.768 | 2.215 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17.803 | 1,94 | 358 | 16,61 | ||||
| 2025-08-12 | 13F | Barings Llc | 277.703 | 0,98 | 5.585 | 15,18 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 11.300 | 227 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.186 | 0,33 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1.352 | 27 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 125.390 | 0,88 | 2.522 | 15,06 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.264 | 25 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 205.996 | 1,86 | 4.143 | 16,19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 323.943 | 2,98 | 6.515 | 17,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 166.947 | 12,84 | 3.357 | 28,72 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 75.765 | 1,54 | 1.336 | 4,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124.770 | 0,33 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 5.742 | 11,07 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96.038 | 0,35 | 1.931 | 14,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22.980 | 3,43 | 451 | 16,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195.996 | 8,48 | 3.941 | 23,74 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21.783 | 438 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 44.987 | 1,92 | 905 | 16,20 |
