Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF, omfatter Kingstone Capital Partners Texas, LLC, RMG Wealth Management LLC, Compass Wealth Management, LLC/GA, Ballast, Inc., Concurrent Investment Advisors, LLC, OV Management LLC, Summit Wealth Group Llc / Co, VestGen Advisors, LLC, IFG Advisory, LLC, Capital Investment Advisors, LLC, NWF Advisory Services Inc., Zwj Investment Counsel Inc, Miracle Mile Advisors, LLC, Grimes & Company, Inc., D. E. Shaw & Co., Inc., Vivaldi Capital Management, LLC, Sovereign Financial Group, Inc., First National Advisers, LLC, OLIO Financial Planning, og Glenmede Investment Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.350 | 0,15 | 55 | 19,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34.935 | 11,33 | 1.425 | 32,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 381.800 | 141,82 | 15.570 | 188,37 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28.825 | 1,32 | 1 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8.320 | 24,51 | 339 | 48,68 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 71.549 | 0,00 | 2.918 | 19,26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 177 | 3,51 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 58.878 | 22,43 | 2.401 | 46,05 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 17.233 | 0,12 | 703 | 19,39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8.737 | 0,74 | 356 | 20,27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4.805 | 532,24 | 196 | 650,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.994.762 | 4,87 | 81.346 | 25,05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 23.647 | 0,29 | 964 | 19,60 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 41.394 | 25,26 | 1.688 | 49,38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8.530 | 141,64 | 348 | 189,17 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6.710 | 274 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16.354 | 0,01 | 667 | 19,14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.917 | 201 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97.343 | 10,38 | 3.970 | 31,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51.068 | 16,74 | 2.083 | 39,08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 41.903 | 3,43 | 1.709 | 23,32 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61.675 | 0,03 | 2.515 | 19,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.876 | 240 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.563.512 | 219,86 | 145.319 | 281,40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5.239 | 214 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71.944 | 0,15 | 2.934 | 19,42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2.000 | 82 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 18.837 | 768 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288,89 | 19 | 280,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 36.897 | 0,06 | 1.505 | 19,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21.048 | 2,86 | 858 | 22,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30.253 | 11,47 | 1.234 | 32,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.451.125 | 160,26 | 59.177 | 210,34 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5.570 | 227 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.704 | 0,04 | 110 | 19,57 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7.286 | 0,07 | 297 | 9,19 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27.883 | 0,00 | 1.137 | 19,31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8.221 | 9,82 | 335 | 30,86 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 103.728 | 1,62 | 4.230 | 21,17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 118.458 | 4,11 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.186 | 252 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 16.480 | 1,05 | 672 | 20,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361.339 | 18,58 | 15 | 40,00 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 5.368 | 219 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5.043 | 206 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 796.681 | 0,83 | 32.489 | 20,23 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1.329.823 | 55.241 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 155.698 | 119,48 | 6.349 | 161,71 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5.129 | 209 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80.813 | 2,02 | 3.296 | 21,63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5.000 | 204 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 178.234 | 14,88 | 7.268 | 37,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9.524 | 388 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4.937 | 201 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114.874 | 1,96 | 5 | 33,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218.670 | 2,93 | 8.917 | 22,13 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21.868 | 12,90 | 907 | 37,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 14.809 | 1,76 | 604 | 21,33 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123.500 | 2,09 | 5.036 | 21,73 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287.316 | 1,77 | 11.717 | 21,35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61.727 | 1,11 | 2.517 | 20,60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151.804 | 6,42 | 6.191 | 26,90 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 32.622 | 0,00 | 1.330 | 19,28 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4.974 | 0,14 | 203 | 19,53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 153.528 | 6,53 | 6.261 | 27,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 111.756 | 22,91 | 4.557 | 33,95 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.149 | 210 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.000 | 204 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15.503 | 0,12 | 632 | 19,47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 127.827 | 1,69 | 5.213 | 21,24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80.030 | 3.264 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5.385.050 | 257 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6.169 | 257 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.634 | 0,03 | 318 | 17,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20.794 | 18,51 | 848 | 63,83 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1.540 | 63 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5.040 | 206 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 91.640 | 23,54 | 3.737 | 47,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11.727 | 0,12 | 478 | 19,50 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7.167 | 1,59 | 292 | 21,16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 158.772 | 6.475 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17,74 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20.050 | 176,55 | 686 | 152,77 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.941 | 242 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28,77 | 11 | 57,14 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 19.176 | 0,01 | 782 | 19,39 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.528 | 103 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28.744 | 2,87 | 1.172 | 22,72 | ||||
| 2025-08-14 | 13F | OV Management LLC | 24.504 | 999 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537.561 | 1,61 | 21.922 | 21,16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5.925 | 242 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.426.364 | 2,01 | 58.167 | 21,63 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275.398 | 11.231 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809.735 | 5,40 | 33.028 | 25,68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 126.879 | 22,73 | 5.267 | 48,97 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385.253 | 21,88 | 15.711 | 45,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.243 | 227,10 | 336 | 290,70 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 149.694 | 0,65 | 5.763 | 43,08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48.610 | 5,35 | 1.982 | 25,60 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5.256 | 214 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 264.096 | 6,29 | 10.770 | 26,74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0,47 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.834 | 360 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29.658 | 1,98 | 1.232 | 29,99 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34.749 | 29,83 | 1.417 | 74,72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.670 | 2,55 | 272 | 22,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 543.274 | 16,19 | 22.155 | 38,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11.500 | 360,00 | 469 | 450,59 | |||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13.366 | 0,03 | 545 | 19,52 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.937 | 0,12 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 83.453 | 0,36 | 3.403 | 19,70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.695 | 273 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15.038 | 0,13 | 613 | 19,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484,42 | 18 | 800,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 486.524 | 3,84 | 19.840 | 23,82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5.749 | 234 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 446.093 | 1,33 | 18.192 | 20,83 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 16.249 | 59,62 | 663 | 90,23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31.201 | 19,05 | 1.272 | 41,96 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22.958 | 39,92 | 936 | 66,84 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 20.033 | 0,01 | 817 | 19,12 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5.850 | 200 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -50,00 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7.606 | 0,07 | 310 | 19,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173.600 | 0,02 | 7 | 40,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.400 | 424 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4.970 | 203 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12.480 | 0,02 | 1 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 5.350 | 218 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.704 | 8,53 | 151 | 30,17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3.900 | 159 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266.498 | 3.978,01 | 7 | -97,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 53.954 | 0,78 | 2.200 | 20,22 |
