Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund, omfatter Schmidt P J Investment Management Inc, Stark Wealth Management LLC, Bank Of America Corp /de/, og Pinnacle Bancorp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14.832 | 12,12 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.930 | 217 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 2.970 | 220 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 105 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13.142 | 1,80 | 973 | 7,87 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 461 | 106,73 | 34 | 126,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12.226 | 1,39 | 905 | 7,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826 | 6,44 | 61 | 12,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.407 | 0,47 | 252 | 6,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164.500 | 8,63 | 12.181 | 15,10 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17.983 | 0,36 | 1.332 | 6,31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.378.805 | 4,43 | 250.203 | 10,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.397 | 0,89 | 252 | 6,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49.672 | 20,64 | 3.678 | 27,84 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 10.153 | 4,04 | 752 | 10,12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11.359 | 0,07 | 841 | 6,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13.351 | 58,64 | 989 | 68,03 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 67.630 | 1,91 | 5.008 | 8,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.475 | 28,98 | 405 | 36,82 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16.187 | 5,35 | 1.199 | 11,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37.359 | 4,98 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54.703 | 6,54 | 4.051 | 12,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7.368 | 546 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 88.323 | 0,35 | 6.540 | 6,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25.555 | 5,26 | 1.893 | 11,55 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5.177 | 383 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50.133 | 4.554,87 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2.913 | 4,48 | 216 | 10,82 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10.830 | 0,01 | 802 | 5,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.492 | 0,09 | 333 | 6,07 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3.076 | 3,67 | 228 | 9,66 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23.590 | 7,12 | 1.747 | 13,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 700 | 52 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9.144 | 17,40 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70.638 | 551,52 | 5.231 | 590,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.106 | 7,56 | 378 | 14,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.467 | 4,50 | 2.182 | 10,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.278 | 10,91 | 613 | 17,66 |
