Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF, omfatter Arq Wealth Advisors, Llc, GeoWealth Management, LLC, Bleakley Financial Group, LLC, Two Sigma Securities, Llc, Concurrent Investment Advisors, LLC, ORG Partners LLC, BRYN MAWR TRUST Co, og Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 70.484 | 48,22 | 1.418 | 48,17 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13.450 | 271 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 247.385 | 4,95 | 4.978 | 4,87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 75 | 2 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.069.403 | 9,95 | 21.516 | 9,87 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 12.479 | 0,52 | 251 | 0,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 233.038 | 277,29 | 4.689 | 277,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52.979 | 8,61 | 1.066 | 8,45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 219.944 | 4.425 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18.754 | 2,29 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.134 | 83 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 80.031 | 1.610 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 108.470 | 11,98 | 2.182 | 11,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.259.079 | 40,80 | 65.573 | 40,70 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 821.593 | 1,40 | 16.530 | 1,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61.054 | 1.228 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 108.067 | 5,46 | 2.174 | 5,38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10.416 | 209 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 145.368 | 2.927 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 127.906 | 1,51 | 2.573 | 1,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21.523 | 35,99 | 433 | 36,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.291.788 | 5,31 | 25.991 | 5,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 74.463 | 137,14 | 1.498 | 137,03 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 74.608 | 0,83 | 1.497 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44.538 | 0,04 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 123.555 | 3,28 | 2.486 | 3,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 315.350 | 12,09 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.416 | 18,16 | 69 | 17,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.965 | 241 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12.294 | 1,44 | 247 | 1,23 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12.117 | 15,85 | 244 | 15,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13.357 | 269 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 15.189 | 0,86 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.821 | 77 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 11.134 | 0,13 | 224 | 0,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38.944 | 46,72 | 784 | 46,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.818.775 | 5,68 | 36.594 | 5,60 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 57.809 | 3,79 | 1.163 | 3,75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13.536 | 272 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 683 | 335,03 | 14 | 333,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182.872 | 37,23 | 3.679 | 37,12 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 17.578 | 49,19 | 354 | 48,95 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 67.299 | 0,10 | 1.354 | 0,07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 137.539 | 3,09 | 2.767 | 3,02 | ||||
| 2025-07-23 | 13F | Lakeside Advisors, INC. | 39.990 | 17,74 | 805 | 17,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.599.097 | 6,99 | 52.284 | 6,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 246.860 | 15,27 | 4.967 | 15,17 |
