Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Western Asset Intermediate Muni Fund Inc., omfatter Traub Capital Management LLC, og Concorde Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 76.271 | 0,28 | 574 | -3,37 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 20.105 | 151 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 157.997 | 0,27 | 1.188 | -3,34 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 640 | 1,75 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.399.124 | 14,34 | 10.521 | 10,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 230.244 | 9,19 | 1.731 | 5,29 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 73.335 | 3,53 | 572 | 4,38 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 51.748 | 347,11 | 389 | 332,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12.711 | 96 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 189.929 | 6,58 | 1.428 | 2,73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.328 | 25,37 | 153 | 20,63 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 10.370 | 78 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32.362 | 6,88 | 243 | 2,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 46.347 | 34,35 | 349 | 29,37 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 11.840 | 90 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 43.898 | 29,28 | 330 | 25,00 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 11.334 | 85 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 130.531 | 982 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 85.086 | 81.713,46 | 640 | -3,62 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 194.504 | 189,91 | 1.463 | 179,54 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 205.096 | 55,48 | 1.542 | 50,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 293.682 | 159,60 | 2.208 | 150,34 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 194.504 | 189,91 | 1.463 | 179,54 |
