Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i ALPS ETF Trust - ALPS Sector Dividend Dogs ETF, omfatter Ballast, Inc., Wiley Bros.-aintree Capital, Llc, Concurrent Investment Advisors, LLC, Thrivent Financial For Lutherans, GGM Financials LLC, Kovitz Investment Group Partners, LLC, Whittier Trust Co Of Nevada Inc, Transce3nd, LLC, Principal Securities, Inc., AlphaCore Capital LLC, og Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 14.059 | 175,45 | 808 | 172,97 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 3.572 | 205 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 300 | 17 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 45.392 | 0,49 | 2.609 | -0,57 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3.829 | 282,90 | 220 | 279,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 302.057 | 3,26 | 17.362 | 2,15 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.646 | 24,70 | 95 | 23,68 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4.841 | 21,72 | 281 | 25,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.153 | 3,13 | 698 | 2,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.171 | 17,55 | 757 | 16,28 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 504 | 29 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 681 | 39 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 124 | 7 | ||||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 10.627 | 2,68 | 611 | 1,50 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 6.187 | 356 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.044 | 5,15 | 1.037 | 4,01 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 38.803 | 2.230 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 46.820 | 1,39 | 2.691 | 0,30 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75.332 | 32,34 | 4.330 | 30,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.421 | 102,18 | 484 | 100,83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 312.394 | 1,64 | 17.956 | 0,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.137 | 0,74 | 468 | -0,43 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.655 | 2,53 | 268 | 1,52 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 137 | 0,74 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12.378 | 52,66 | 707 | 52,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30.169 | 2,76 | 1.734 | 1,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38.300 | 11,47 | 2.201 | 10,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 252.140 | 4,15 | 14.493 | 3,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 42.016 | 38,62 | 2.415 | 37,14 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | 0,70 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.504 | 834 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 423 | 24 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 48.019 | 1,46 | 2.760 | 0,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.511.488 | 5,11 | 86.878 | 3,99 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 884 | 1,03 | 51 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4.602 | 1,32 | 265 | 0,38 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 18.110 | 6,06 | 1.041 | 4,84 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5.263 | 303 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8.385 | 0,12 | 482 | -1,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 115 | 7 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8.531 | 24,11 | 490 | 22,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.009 | 575 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60.569 | 1,56 | 3.481 | 0,49 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8.123 | 2,01 | 466 | 0,87 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 210 | 12 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.165 | 0,07 | 412 | -1,20 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3.573 | 0,48 | 205 | -0,49 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 6.187 | 0,98 | 356 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.851 | 38,40 | 164 | 36,97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10.167 | 6,26 | 584 | 5,23 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 7.820 | 0,89 | 461 | 17,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19.985 | 1.149 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 20.031 | 7,59 | 1.151 | 6,48 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 17.979 | 0,68 | 1.033 | -0,39 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.870 | 3,35 | 280 | 2,20 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4.088 | 0,10 | 235 | -1,27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6.794 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48.399 | 8,00 | 2.782 | 6,84 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7.068 | 1,19 | 406 | 0,25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 69.789 | 0,85 | 4.011 | -0,22 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 10.957 | 14,41 | 637 | 15,22 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 28.592 | 0,85 | 1.643 | -0,24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.106 | 0,09 | 64 | -1,56 |
