Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Baron ETF Trust - Baron First Principles ETF, omfatter Jpmorgan Chase & Co, Fortis Group Advisors, LLC, Principal Securities, Inc., Susquehanna International Group, Llp, Clay Northam Wealth Management, LLC, Janney Montgomery Scott LLC, Oppenheimer & Co Inc, Stifel Financial Corp, Advisor Group Holdings, Inc., Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, Truist Financial Corp, Royal Bank Of Canada, Pinnacle Wealth Planning Services, Inc., Cannon Global Investment Management, LLC, Mariner, LLC, Third View Private Wealth, LLC, PFG Investments, LLC, Fifth Third Bancorp, og International Assets Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27.258 | 623 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 21.069 | 481 | ||||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 500 | 11 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 43.276 | 990 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 17.231 | 2.053,88 | 394 | 1.870,00 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 10.348 | 237 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43.260 | 1 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.191 | 73 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 61.672 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 22.850 | 11.156,16 | 523 | 10.340,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 21.084 | 481 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.387 | 215 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 51.060 | 1.168 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.000 | 46 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 80.666 | 1.845 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52.854 | 1.209 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 5 | 0 | ||||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 73.618 | 1.684 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.000 | 229 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.000 | 23 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 350 | 8 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 50 | 1 | ||||||
| 2026-04-21 | 13F | Cannon Global Investment Management, LLC | 15.600 | 357 | ||||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 9.803 | 224 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 104.488 | 2.390 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.300 | 236 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 150 | 3 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.235 | 28 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 11.370 | 260 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 585 | 13 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 239 | 5 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10.000 | 229 | ||||||
| 2026-05-07 | 13F | one8zero8, LLC | 9.250 | 212 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 248 | 6 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.333 | 213 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 110.711 | 2.568 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 20.230 | 463 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 230.000 | 5.115 |
