Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Mortgage Real Estate ETF, omfatter Aster Capital Management (DIFC) Ltd, Quantessence Capital LLC, Twin Peaks Wealth Advisors, LLC, og Smartleaf Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 402 | 1,26 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 70.200 | 1,74 | 1.501 | -3,10 | |||
| 2025-08-14 | 13F | UBS Group AG | 172.058 | 15,01 | 3.679 | 9,56 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28.970 | 19,63 | 619 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 269 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 900 | 19 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.672 | 17,69 | 763 | 12,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 219.571 | 10,84 | 4.694 | 5,60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 10.800 | 11,34 | 231 | 5,99 | |||
| 2025-08-12 | 13F | Change Path, LLC | 18.098 | 12,20 | 387 | 6,93 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 16.147 | 85,92 | 362 | 95,68 | ||||
| 2025-08-13 | 13F | Bayview Asset Management, Llc | Put | 71.500 | 1.529 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.577.216 | 25,04 | 33.721 | 19,13 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 142.151 | 388,95 | 3.039 | 366,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29.425 | 2,94 | 629 | -1,87 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14.646 | 1,78 | 313 | -2,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22.287 | 39,77 | 476 | 33,33 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 35.243 | 11.766,33 | 753 | 12.450,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12.637 | 0,93 | 270 | -3,57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 84.876 | 10,51 | 1.815 | 5,28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18.497 | 0,33 | 395 | -4,36 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 22.193 | 3,97 | 474 | -1,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26.576 | 13,01 | 568 | 7,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15.384 | 2,97 | 329 | -0,61 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 66.184 | 5,77 | 1.416 | 1,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.528 | 239,56 | 33 | 220,00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 161.494 | 25,91 | 3.453 | 19,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 741.903 | 0,44 | 15.862 | -4,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13.800 | 79,22 | 295 | 71,51 | |||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 379.671 | 14,07 | 8.117 | 8,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32.214 | 100,46 | 701 | 94,72 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9.565 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 133.338 | 85,26 | 2.851 | 76,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.346 | 0,26 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 51.797 | 0,07 | 1.107 | -4,65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 321.751 | 6,03 | 6.879 | 1,03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.340 | 1,10 | 221 | -3,49 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 23.470 | 502 | ||||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 29.250 | 18,18 | 625 | 12,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25.183 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 68 | 3,03 | 1 | 0,00 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -8 | -71,43 | -0 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.104 | 323 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 397.414 | 4.415.611,11 | 8.497 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 111.968 | 14,54 | 2.394 | 9,12 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 29.420 | 18,45 | 629 | 13,74 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 223 | 48,67 | 5 | 33,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 600.405 | 8,37 | 12.837 | 3,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 783 | 347,43 | 17 | 433,33 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 33.803 | 0,16 | 723 | -4,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10.881 | 233 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4.241 | 94 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 23 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33.758 | 1,05 | 722 | -3,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14.880 | 12,48 | 318 | 7,43 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 31.279 | 5,88 | 669 | 0,91 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1.980 | 23,75 | 42 | 20,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 149 | 2,76 | 3 | 0,00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -5 | -76,19 | -0 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 66.044 | 38,99 | 1.412 | 32,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 523.995 | 1,88 | 11.203 | -2,93 | ||||
| 2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 148.992 | 3.185 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 114.073 | 4,73 | 2 | 0,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 25.924 | 33,57 | 582 | 40,34 |
