Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X Variable Rate Preferred ETF, omfatter HROAX - FinTrust Income and Opportunity Fund Class A Shares, Ballast, Inc., Ameritas Advisory Services, LLC, IFP Advisors, Inc, Nbc Securities, Inc., Dunhill Financial, LLC, AlphaCore Capital LLC, Howe & Rusling Inc, Parallel Advisors, LLC, og Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 78.677 | 88,80 | 1.794 | 82,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162.187 | 198,30 | 3.698 | 187,48 | ||||
| 2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15.000 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272.685 | 55,07 | 6 | 50,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12.819 | 292 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80.686 | 59,59 | 1.840 | 53,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 220.468 | 1,12 | 5.027 | -2,56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24.324 | 55,37 | 555 | 49,73 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15.944 | 367 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1,35 | 19 | -5,26 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17.806 | 406 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 28.325 | 13,46 | 646 | 9,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.831.058 | 26,68 | 41.748 | 22,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13.959 | 3,71 | 318 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 33.482 | 44,05 | 763 | 38,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27.152 | 11,58 | 619 | 7,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80.299 | 5,92 | 1.831 | 2,06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9.143 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.545 | 48,07 | 446 | 42,63 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 21.623 | 0,01 | 493 | -3,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.798 | 41 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14.227 | 8,74 | 324 | 4,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257.112 | 6,95 | 5.862 | 3,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34.100 | 777 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193.788 | 34,58 | 4.418 | 29,71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6.135 | 0,43 | 140 | -3,47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 94.638 | 0,98 | 2.158 | -2,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 164.364 | 6,58 | 3.747 | 2,71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1.892 | 1,83 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60.553 | 1,47 | 1.381 | -2,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32.764 | 1,70 | 747 | -1,97 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10.477 | 0,96 | 239 | -2,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | -7,14 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8.859 | 0,31 | 202 | -3,37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191.816 | 14,95 | 4.373 | 10,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.283 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227.653 | 0,05 | 5.190 | -3,59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.400 | 78 |
