Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Virtus Convertible & Income Fund, omfatter Congress Park Capital LLC, Pathstone Holdings, LLC, Cornerstone Advisors, LLC, Summit Financial, LLC, Guggenheim Capital Llc, Private Advisor Group, LLC, Saba Capital Management, L.P., Robinson Capital Management, Llc, Merit Financial Group, LLC, Integrated Capital Management, Inc., Total Wealth Planning & Management, Inc., Good Life Advisors, LLC, Susquehanna International Group, Llp, AAINX - Thrivent Opportunity Income Plus Fund Class A, Jane Street Group, Llc, Elequin Capital Lp, CEFS - Saba Closed-End Funds ETF, Global Retirement Partners, LLC, AABFX - Thrivent Balanced Income Plus Fund Class A, og Trust Co Of Vermont .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 750 | 11 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25.201 | 132,33 | 358 | 155,00 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 11.067 | 144 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.670 | 0,39 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 111.267 | 1.580 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1.381 | 20 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 900 | 200,00 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104.944 | 1.490 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19.565 | 278 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 31.336 | 445 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 711.902 | 13,24 | 10.109 | 24,37 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4.907 | 70 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 793 | 11 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78.137 | 3,15 | 1.110 | 13,28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24.569 | 349 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 793 | 10 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 255.754 | 49,54 | 3.632 | 64,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.778 | 25 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 1.396 | 18 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 372 | 5 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 619.674 | 3,04 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 317.676 | 3,67 | 4.511 | 13,86 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 543.823 | 7.722 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89.247 | 66,13 | 1.267 | 82,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81.259 | 1.154 | ||||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 20.217 | 287 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14.305 | 29,32 | 203 | 41,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.437 | 177 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 21.157 | 300 | ||||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 4.309 | 58 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.203 | 9,17 | 17 | 21,43 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 254.283 | 8,87 | 3.615 | 19,79 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 613.364 | 1,99 | 8.710 | 12,01 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 356 | 5 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 100.472 | 1.427 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 32.244 | 458 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 234.034 | 3.323 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.881 | 155 |
