Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers REIT and Preferred Income Fund, Inc., omfatter SILVER OAK SECURITIES, Inc, Strategic Wealth Partners, Ltd., Hartland & Co., LLC, Hurley Capital, LLC, Exchange Traded Concepts, Llc, Principal Securities, Inc., og Total Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10.754 | 4,88 | 245 | 7,96 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 466 | 11 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16.613 | 0,33 | 378 | 3,56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 79.709 | 8,80 | 1.815 | 12,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 272.574 | 2,98 | 6.207 | 6,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15.103 | 0,07 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48.535 | 1,36 | 1.105 | 4,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30.125 | 4,42 | 686 | 7,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16.444 | 0,04 | 374 | 3,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10.725 | 244 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.946 | 1,87 | 113 | 4,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18.740 | 2,11 | 427 | 5,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49.554 | 3,90 | 1.128 | 7,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152.306 | 0,06 | 3.468 | 3,25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35.577 | 7,26 | 810 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 119.704 | 40,57 | 2.726 | 45,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 664 | 15 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 257 | 6 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6.115 | 1,88 | 139 | 5,30 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 45.167 | 4,09 | 1.028 | 7,42 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1.199.662 | 0,23 | 27.316 | 3,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187.384 | 13,28 | 4 | 33,33 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52.230 | 4,77 | 1.135 | 1,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 310.099 | 3,57 | 7.060 | 6,84 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.843 | 1,47 | 315 | 4,65 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21.950 | 3,54 | 500 | 6,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19.540 | 31,83 | 447 | 36,39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 113.031 | 15,17 | 2.574 | 18,79 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25.143 | 0,13 | 572 | 3,25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 99.402 | 52,07 | 2.263 | 56,93 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 86.467 | 8,98 | 1.969 | 12,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 818.404 | 6,89 | 18.635 | 10,28 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 33.997 | 10,06 | 774 | 13,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.833 | 0,31 | 264 | 1,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 228 | 5 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.000 | 46 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12.218 | 1,03 | 278 | 4,51 | ||||
| 2025-05-22 | NP | Cornerstone Strategic Value Fund Inc | 62.948 | 415,08 | 1.389 | 444,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 383.144 | 4,33 | 8.724 | 7,65 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 313.706 | 41,72 | 7.143 | 46,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 | 200,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.050 | 47 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 9.721 | 5,22 | 221 | 8,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.214 | 330,74 | 50 | 400,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 15.791 | 0,31 | 360 | 3,46 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.389 | 0,78 | 419 | 3,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 350 | 8 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8.827 | 201 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 24.683 | 23,55 | 545 | 30,46 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.700 | 289 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25.416 | 38,30 | 579 | 42,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 592.522 | 34,90 | 13.491 | 39,12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 64 | 1 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19.956 | 0,13 | 454 | 3,42 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1.000 | 23 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117.179 | 16,99 | 2.669 | 20,72 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 835 | 4,38 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.372 | 7,81 | 236 | 11,32 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10.687 | 0,07 | 243 | 3,40 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 213 | 1,91 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 705.164 | 1,91 | 16.057 | 5,14 |
