Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF, omfatter Choate Investment Advisors, Horizon Wealth Management, LLC, Abound Financial, Llc, LPL Financial LLC, Raymond James Financial Inc, Blue Rock Wealth Management LLC, Castlekeep Investment Advisors Llc, Well Done, LLC, Lionsbridge Wealth Management LLC, Sprinkle Financial Consultants LLC, Advisor Group Holdings, Inc., Maridea Wealth Management LLC, Next Level Private LLC, Sage Capital Management, LLC, DAVENPORT & Co LLC, Global Retirement Partners, LLC, Prospera Financial Services Inc, HighTower Advisors, LLC, National Asset Management, Inc., og Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 130.545 | 3.192 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31.176 | 29,55 | 1 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 6.465 | 280,29 | 166 | 304,88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 9.292.332 | 238.627 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 107.040 | 57,37 | 2.749 | 65,24 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1.466.663 | 37.664 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.748 | 122 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 72.826 | 8,71 | 1.870 | 14,23 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 10.500 | 270 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 594.954 | 3,53 | 15.278 | 8,74 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 63.281 | 1.625 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8.500 | 218 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 539.286 | 13.849 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 16.016 | 411 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 138.666 | 12,94 | 3.561 | 18,59 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1.000 | 25,00 | 26 | 31,58 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8.000 | 205 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204.293 | 97,00 | 5 | 150,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.406.598 | 6,23 | 36.572 | 12,97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.580 | 220 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8.071 | 207 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 51.140 | 5,12 | 1.313 | 10,43 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 601.503 | 15.447 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 13.252 | 340 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10.100 | 259 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 49.385 | 566,01 | 1.258 | 614,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 573 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25.413 | 653 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 32.098 | 18,78 | 824 | 24,85 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21.718 | 35,74 | 1 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 27.601 | 709 | ||||||
| 2025-05-14 | 13F | Natixis Investment Managers, LLC | 1.388.340 | 71,67 | 40.974 | 115,51 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 70.943 | 1.822 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 124.150 | 125,85 | 3.188 | 137,20 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 25.565 | 2,40 | 657 | 7,54 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54.239 | 238,80 | 1.393 | 256,01 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 27.953 | 14,36 | 718 | 20,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.736 | 45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154.962 | 3.979 | ||||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 103.730 | 62,98 | 2.664 | 71,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 284.154 | 190,13 | 7.297 | 204,80 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 113.441 | 2.913 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 134.641 | 137,45 | 3.467 | 152,62 |
