Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Quality Income Realty Fund, Inc., omfatter Newbridge Financial Services Group, Inc., Regatta Capital Group, Llc, Balyasny Asset Management Llc, Carnegie Capital Asset Management, LLC, Kovack Advisors, Inc., Seelaus Asset Management LLC, Strategic Wealth Partners, Ltd., Fortitude Family Office, LLC, Pinnacle Bancorp, Inc., Evelyn Partners Asset Management Ltd, Dunhill Financial, LLC, Hazlett, Burt & Watson, Inc., Atlantic Union Bankshares Corp, og Global Wealth Strategies & Associates .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Cooper Financial Group | 69.866 | 0,35 | 870 | -0,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 35.528 | 6,00 | 442 | 5,24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1.332 | 17 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 89.678 | 12,70 | 1.123 | 11,74 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 799.685 | 16,24 | 9.956 | 15,23 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12.411 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27.571 | 154,39 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 115.568 | 0,28 | 1.439 | -0,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25.860 | 70,73 | 322 | 68,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18.293 | 228 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26.492 | 4,00 | 330 | 3,13 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11.343 | 7,02 | 141 | 6,02 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 10.280 | 0,47 | 128 | -0,78 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5.042 | 1,96 | 63 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11.615 | 6,41 | 145 | 5,11 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 81.227 | 3,83 | 1.011 | 2,95 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 22.961 | 46,08 | 286 | 44,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21.988 | 73,89 | 274 | 72,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.130 | 14 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.894 | 6,78 | 73 | 5,80 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4.000 | 50 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23.526 | 9,84 | 293 | 9,36 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 125.826 | 17,05 | 1.567 | 16,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.420 | 30 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10.540 | 131 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10.587 | 0,03 | 132 | -0,76 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 26.000 | 324 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 31.563 | 0,99 | 393 | 2,62 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 45.160 | 27,33 | 562 | 26,29 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 517 | 6 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24.925 | 0,73 | 310 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13.583 | 23,72 | 169 | 23,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13.719 | 10,31 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 246.929 | 1,60 | 3.074 | 0,72 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 176.616 | 2,16 | 2.199 | 1,24 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 11.585 | 144 | ||||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 12.568 | 25,68 | 191 | 55,74 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 112.465 | 664,29 | 1.400 | 660,87 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7.676 | 32,21 | 96 | 31,94 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 61.212 | 180,43 | 762 | 178,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 764.110 | 5,62 | 9.513 | 4,70 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 58.427 | 9,66 | 727 | 8,67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 84.652 | 14,22 | 1.054 | 13,23 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 36.627 | 1,07 | 456 | 0,22 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 93.000 | 50,00 | 1.158 | 49,10 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | 0 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 16.119 | 201 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 23.283 | 0,24 | 290 | -0,69 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 15.883 | 0,51 | 198 | -0,51 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 32.136 | 1,73 | 400 | 1,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10.327 | 32,57 | 129 | 31,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.136 | 24,84 | 14 | 27,27 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 427.025 | 5,63 | 5.316 | 4,71 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 348.547 | 4.339 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 31.800 | 396 | ||||||
| 2025-08-12 | 13F | Evelyn Partners Asset Management Ltd | 1.289 | 16 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 216.583 | 8,73 | 2.696 | 7,80 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 22.186 | 1,97 | 276 | 1,10 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 254.882 | 5,33 | 3.173 | 4,41 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1.101 | 1,85 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 67.168 | 5,68 | 836 | 4,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.098.148 | 3,88 | 63.472 | 2,97 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1.880 | 1,62 | 24 | 4,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69.194 | 32,56 | 861 | 31,45 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 353.564 | 3,35 | 4.402 | 2,44 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 137.613 | 29,54 | 1.713 | 33,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 280.271 | 0,59 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.589.312 | 1,54 | 32.237 | 0,65 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4.560 | 57 | ||||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 31.405 | 0,11 | 391 | -1,02 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23.530 | 7,71 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.534 | 2,68 | 144 | 1,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 795.613 | 0,45 | 9.902 | -0,47 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 50.131 | 1,97 | 624 | 1,13 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 24.515 | 305 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 192.438 | 0,59 | 2.396 | -0,29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1.141 | 14 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 65.086 | 2,50 | 810 | 1,63 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 146.668 | 1,03 | 1.826 | 0,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 261.071 | 19,87 | 3.251 | 18,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71.302 | 31,57 | 888 | 30,44 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 66.249 | 113,74 | 825 | 111,83 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15.195 | 189 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 18.992 | 236 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 65.935 | 3,56 | 821 | 2,63 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 810 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37.814 | 6,48 | 471 | 5,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.055.112 | 4,82 | 25.586 | 3,90 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 84.876 | 7,32 | 1.057 | 6,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22.286 | 68,12 | 277 | 66,87 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 37.651 | 469 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 265.670 | 0,30 | 3.308 | -0,57 |
