Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF, omfatter Savant Capital, LLC, KWB Wealth, XY Planning Network, Inc., NDOW - Anydrus Advantage ETF, Principal Financial Group Inc, Prairieview Wealth Partners, Llc, Coppell Advisory Solutions LLC, Davidson Trust Co, Skopos Labs, Inc., Cwm, Llc, Private Wealth Asset Management, LLC, og Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Private Client Services, Llc | 110.787 | 45,41 | 3.223 | 48,21 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 62.206 | 13,70 | 1.810 | 15,89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 56 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 296.665 | 2,64 | 8.630 | 4,61 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 18.118 | 527 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 17.961 | 18,20 | 522 | 20,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.072 | 62,42 | 31 | 72,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 263.332 | 5,45 | 7.660 | 7,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 660.306 | 2,18 | 19 | 5,56 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 14.696 | 428 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 8.414 | 245 | ||||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 52.656 | 1,38 | 1.532 | 3,31 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 125 | 4 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14.813 | 17,53 | 431 | 19,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 364.177 | 18,02 | 10.594 | 20,29 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 282.230 | 1,66 | 8.210 | 3,62 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 9.132 | 0,37 | 266 | 2,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 315.239 | 52,37 | 9.170 | 55,32 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 35.194 | 32,59 | 1.024 | 35,14 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15.464 | 12,23 | 450 | 14,25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 177 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 458 | 49,67 | 13 | 62,50 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 333.177 | 4,12 | 9.692 | 6,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 41.627 | 103,93 | 1.211 | 107,90 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 758 | 0,80 | 22 | 4,76 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 118.354 | 165,92 | 3.443 | 171,02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 299.579 | 6,17 | 8.715 | 8,23 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5.309 | 154 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 904.459 | 1,67 | 25.813 | 7,39 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 34.946 | 139,54 | 1.017 | 144,23 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 9.175 | 20,77 | 267 | 23,15 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 228.667 | 24,57 | 6.652 | 26,98 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16.794 | 52,58 | 489 | 55,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.074 | 24,89 | 293 | 27,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.159 | 14,91 | 92 | 16,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19.930 | 3,14 | 580 | 5,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25.648 | 26,50 | 746 | 29,07 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 12.447 | 8,26 | 362 | 10,37 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 37.822 | 24,93 | 1.100 | 27,31 | ||||
| 2025-07-17 | 13F | KWB Wealth | 45.733 | 1.305 | ||||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 23.216 | 675 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 79.011 | 2.298 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8.728 | 0,28 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 24.428 | 711 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27.972 | 814 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.622 | 34,01 | 1 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10.467 | 304 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.029 | 527,06 | 146 | 595,24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1.984.674 | 0,07 | 58 | 1,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 798.709 | 36,11 | 23.234 | 38,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 38.232 | 68,11 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 311.211 | 18,92 | 9.053 | 21,22 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 53.649 | 0,59 | 1.561 | 2,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8.363 | 2,85 | 244 | 5,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 102.091 | 53,68 | 2.970 | 56,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.115 | 62 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74.308 | 145,20 | 2 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 22.998 | 3,59 | 669 | 5,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.332.162 | 4,89 | 38.753 | 6,91 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 50.592 | 2,58 | 1.472 | 4,55 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1.259.697 | 5,43 | 36.645 | 7,46 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 902.347 | 26.249 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 69.258 | 2,87 | 2.015 | 4,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.806 | 70.863,64 | 227 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14.009 | 408 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 86.710 | 0,11 | 2.522 | 2,02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 39.715 | 6,11 | 1.155 | 8,15 |
