Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i FlexShares Trust - FlexShares Quality Dividend Index Fund, omfatter Kovitz Investment Group Partners, LLC, Charter Capital Management, LLC\DE, Smartleaf Asset Management LLC, Financial Network Wealth Management LLC, Asset Dedication, LLC, Harbor Asset Planning, Inc., og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.238 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 162 | 800,00 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.433 | 0,67 | 471 | 7,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 24.823 | 0,36 | 1.817 | 7,46 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 65.723 | 0,74 | 4.810 | 7,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 247.950 | 3,30 | 18.145 | 10,59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34.156 | 2.500 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 166.329 | 2,78 | 12.172 | 10,03 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 123.747 | 8,05 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.564 | 55,59 | 405 | 67,36 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1.250 | 91 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.132 | 2,89 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 559.223 | 0,83 | 40.924 | 7,93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 700 | 51 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 280.057 | 3,81 | 20.495 | 11,13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 270.577 | 7,91 | 19.801 | 15,51 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 452.906 | 4,49 | 33.144 | 11,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.720 | 198 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.243 | 0,12 | 237 | 7,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2.795 | 205 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.048.052 | 4,94 | 295.347 | 12,01 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 9.502 | 0,49 | 695 | 7,59 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 110 | 12,24 | 8 | 33,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36.208 | 6,04 | 2.649 | 13,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51.658 | 241,00 | 3.781 | 265,22 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2.875 | 210 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8.859 | 648 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2.712 | 203 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 2.994 | 3,96 | 219 | 11,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 3 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4.097 | 2,12 | 300 | 9,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5.232 | 8,86 | 383 | 16,46 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 37 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3.000 | 220 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.978 | 4,26 | 584 | 11,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12.538 | 13,76 | 917 | 21,78 |
