Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund, omfatter Citadel Advisors Llc, Integrated Wealth Concepts LLC, Massmutual Trust Co Fsb/adv, Pinnacle Bancorp, Inc., Assetmark, Inc, og Whittier Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12.764 | 0 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 83.650 | 1.656 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 106.964 | 0,26 | 2.118 | 2,12 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 95 | 2,15 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2.890 | 57 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 22.219 | 0,42 | 440 | 2,09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23.626 | 12,59 | 468 | 14,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 600 | 12 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160.024 | 3,13 | 3.168 | 5,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165.242 | 229,02 | 3.272 | 235,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19.867 | 393 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24.384 | 2,06 | 483 | 3,88 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12.565 | 1,23 | 249 | 2,90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35.573 | 49,40 | 704 | 52,38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 52.584 | 6,63 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.892 | 0,36 | 275 | 2,23 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 13.360 | 2.235,66 | 265 | 2.300,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.102 | 794 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 804 | 16 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17.534 | 29,81 | 347 | 32,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.349.513 | 7,70 | 66.320 | 9,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.142 | 20,84 | 161 | 23,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.897.344 | 3,59 | 77.167 | 5,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18.014 | 357 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 64.674 | 21,42 | 1.281 | 23,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11.000 | 218 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 166 | 3 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7.380 | 146 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 83.899 | 8,16 | 1.661 | 10,22 |
