Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Putnam Master Intermediate Income Trust, omfatter Kovitz Investment Group Partners, LLC, Summit Financial, LLC, Weaver Consulting Group, Avantax Planning Partners, Inc., VisionPoint Advisory Group, LLC, Raymond James Financial Inc, og Global Retirement Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 59.520 | 1,99 | 199 | 3,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 824 | 1,98 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66.272 | 222 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7.324 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10.531 | 1,32 | 35 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.674 | 1,99 | 56 | 1,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11.988 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62.844 | 0,38 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 16.969 | 57 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 649 | 2 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33.120 | 111 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 363.197 | 10,29 | 1.217 | 11,25 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 51.000 | 88,89 | 171 | 91,01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135.169 | 0,26 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 32.500 | 109 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 91.390 | 81,23 | 306 | 83,23 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 41.449 | 0,12 | 139 | 0,73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21.793 | 1,99 | 73 | 4,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.542 | 19,02 | 12 | 22,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20.181 | 5,90 | 68 | 6,35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 169.225 | 567 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10.500 | 35 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 23.638.204 | 2,44 | 79 | 3,95 |
