Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares MSCI Global Gold Miners ETF, omfatter USAGX - Precious Metals and Minerals Fund Shares, Moors & Cabot, Inc., Integrated Wealth Concepts LLC, Secure Asset Management, LLC, Tactive Advisors, LLC, Warren Averett Asset Management, LLC, Per Stirling Capital Management, LLC., Newbridge Financial Services Group, Inc., Portfolio Strategies, Inc., Boothbay Fund Management, Llc, Strategic Blueprint, LLC, Concurrent Investment Advisors, LLC, D. E. Shaw & Co., Inc., Kera Capital Partners, Inc., Whitener Capital Management, Inc., Wealth Enhancement Advisory Services, Llc, EverSource Wealth Advisors, LLC, Colonial Trust Co / SC, Trust Co Of Toledo Na /oh/, og Providence Capital Advisors, 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.
Opgrader for at låse op for premium-data.
Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 16.919 | 315,70 | 741 | 374,36 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 95.083 | 4.163 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 201 | 9 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 20 | 1 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 283 | 12 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 11.774 | 515 | ||||||
2025-07-14 | 13F | Caitlin John, LLC | 4.626 | 203 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61.234 | 2,77 | 3 | 0,00 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 88.799 | 3.888 | ||||||
2025-08-18 | 13F | Tactive Advisors, LLC | 11.891 | 521 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 5.467 | 239 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 10.750 | 471 | ||||||
2025-07-28 | 13F | Copia Wealth Management | 254 | 37,30 | 11 | 57,14 | ||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 84.555 | 5,94 | 3.702 | 20,91 | ||||
2025-08-05 | 13F | Huntington National Bank | 168 | 16,78 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.810 | 214 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 128 | 6 | ||||||
2025-08-14 | 13F | Fmr Llc | 1.290 | 27,34 | 56 | 47,37 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1.529 | 67 | ||||||
2025-07-25 | NP | USAGX - Precious Metals and Minerals Fund Shares | 88.799 | 3.757 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 323 | 3,19 | 14 | 16,67 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 438 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 131.640 | 9,10 | 5.763 | 24,52 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16.058 | 42,23 | 703 | 62,12 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 33.849 | 55,88 | 1.482 | 78,00 | ||||
2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 28.792 | 100,50 | 1.261 | 129,09 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.386 | 236 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 365 | 10,61 | 16 | 66,67 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 9.875 | 3,95 | 432 | 18,68 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114.229 | 3,93 | 5 | 25,00 | ||||
2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 111.063 | 76,35 | 4.862 | 101,33 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 20.669 | 24,71 | 905 | 42,36 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 654.814 | 72,72 | 28.668 | 97,13 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 205.089 | 1,91 | 8.979 | 16,31 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45.847 | 11,93 | 2.007 | 27,75 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.845 | 519 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13.140 | 575 | ||||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 287.485 | 1,01 | 12.586 | 36,54 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 93 | 5 | ||||||
2025-08-14 | 13F | UBS Group AG | 166.760 | 2,42 | 7.301 | 16,89 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 125 | 5 | ||||||
2025-08-11 | 13F | Empowered Funds, LLC | 111.364 | 76,83 | 4.876 | 101,86 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 965 | 793,52 | 42 | 950,00 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 34.140 | 9,70 | 1.495 | 25,23 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 5.000 | 219 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.176 | 38,35 | 52 | 59,38 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 46.892 | 190,08 | 2.053 | 230,97 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 68.487 | 5,21 | 2.998 | 20,06 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7.447 | 326 | ||||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 4.738 | 207 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 766 | 34 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.115 | 49 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 51.968 | 2,30 | 2.275 | 16,79 | ||||
2025-07-21 | 13F | Portfolio Strategies, Inc. | 6.997 | 306 | ||||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 580 | 383,33 | 25 | 525,00 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 71.939 | 11,74 | 3.149 | 27,54 | ||||
2025-08-15 | 13F | Morgan Stanley | 585.916 | 2,40 | 25.651 | 16,87 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 23.485 | 4,10 | 1.028 | 31,29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 826.193 | 15,42 | 36.171 | 31,73 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 355 | 16 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 435.035 | 7,05 | 19.046 | 22,17 | ||||
2025-08-14 | 13F | Mariner, LLC | 9.316 | 20,92 | 408 | 37,97 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 76.440 | 1,25 | 3.347 | 15,54 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 33.048 | 22,65 | 1.447 | 39,98 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.447 | 326 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 14.799 | 38,87 | 629 | 54,68 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 50 | 11,11 | 2 | 100,00 | ||||
2025-08-14 | 13F | Boothbay Fund Management, Llc | 5.600 | 245 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 121.795 | 5.332 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 24.281 | 9,38 | 1.062 | 24,68 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 4.832 | 0,29 | 220 | 8,37 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 12.237 | 65,61 | 536 | 89,05 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.324 | 496 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 12.305 | 539 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39.210 | 2 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 517 | 0,58 | 23 | 15,79 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 11.071 | 2,47 | 485 | 16,91 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.283 | 0,63 | 56 | 16,67 | ||||
2025-08-07 | 13F | Allworth Financial LP | 694 | 30 | ||||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 5.057 | 221 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 2.826 | 67,62 | 124 | 92,19 | ||||
2025-08-13 | 13F | Amundi | 6.800 | 301 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.097 | 48 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 416 | 0,24 | 18 | 20,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 78.079 | 14,01 | 3.417 | 30,48 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 36.110 | 3,86 | 1.581 | 18,53 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 226.096 | 3,84 | 9.898 | 18,51 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 177.109 | 10,23 | 7.754 | 25,80 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 5.209 | 228 | ||||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 19.201 | 841 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5.125 | 224 | ||||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 39.048 | 33,27 | 1.672 | 49,20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.358 | 103 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 13.489 | 591 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.284 | 100 |