Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF, omfatter Proficio Capital Partners LLC, Brown Advisory Inc, Fifth Third Securities, Inc., Simplicity Wealth,LLC, Private Advisor Group, LLC, Commonwealth Equity Services, Llc, Global Retirement Partners, LLC, og Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 448.840 | 21,05 | 11.688 | 23,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10.252 | 0 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 45.650 | 1.189 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 358 | 11,53 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2.150 | 18,46 | 56 | 19,57 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5.455 | 19,26 | 142 | 21,37 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24.718 | 644 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77.237 | 924,36 | 1.977 | 929,69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.305 | 64,49 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15.181 | 35,28 | 395 | 37,63 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11.216 | 1,84 | 294 | 4,63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 134.886 | 6,37 | 3.512 | 8,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16.732 | 436 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 688 | 223,00 | 18 | 240,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 132.315 | 19,23 | 3.445 | 21,39 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14.574 | 41,37 | 380 | 44,11 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 26 | 13,04 | 1 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 6.924.529 | 7.709 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 49.515 | 11,70 | 1.289 | 13,77 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 21.352 | 0,83 | 556 | 2,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 74 | 2 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 54.159 | 1.410 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.992 | 1,89 | 208 | 4,00 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 |
