Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i VanEck ETF Trust - VanEck Short High Yield Muni ETF, omfatter Midwestern Financial, LLC /IA, Forefront Analytics, LLC, Cary Street Partners Financial Llc, Diversify Advisory Services, LLC, Moneywise, Inc., Strategic Equity Management, Per Stirling Capital Management, LLC., Richard P Slaughter Associates Inc, Argent Trust Co, Pure Financial Advisors, Inc., American Money Management, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, og CoreCap Advisors, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25.790 | 153,89 | 583 | 155,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40.047 | 52,70 | 903 | 52,88 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 30.438 | 687 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.728 | 12,32 | 288 | 12,99 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.593 | 0,06 | 284 | 0,35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5.310 | 103,37 | 120 | 105,17 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 19.401 | 438 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35.818 | 0,03 | 809 | 0,50 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11.524 | 260 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 45.390 | 230,73 | 1.025 | 232,79 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 15.515 | 350 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 44.058 | 2,32 | 995 | 2,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 27.095 | 612 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 152.875 | 2,45 | 3.453 | 2,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 53.753 | 12,50 | 1.214 | 13,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.780 | 0,91 | 85 | 1,19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 102.045 | 0,02 | 2.305 | 0,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 45.680 | 1.032 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 62.198 | 0,00 | 1.405 | 0,50 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 15.200 | 41,33 | 343 | 42,32 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 76.947 | 8,65 | 1.738 | 9,17 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 31.872 | 720 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 120.328 | 12,19 | 2.718 | 12,69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 11.631 | 263 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.638 | 0,33 | 218 | 0,46 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12.376 | 1,59 | 280 | 2,20 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 38.594 | 0,19 | 872 | 0,58 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5.761 | 233,39 | 130 | 242,11 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 42.517 | 0,90 | 960 | 1,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15.894 | 0,92 | 359 | 1,41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 24.051 | 12,69 | 543 | 13,36 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 324.678 | 62,78 | 7.334 | 63,52 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 19.401 | 438 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4.462 | 0,93 | 101 | 1,01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.018 | 24,14 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 416 | 9 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 50.893 | 1.150 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 551.038 | 12,41 | 12.447 | 12,91 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 61.893 | 1.398 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 15.111 | 341 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.214 | 10,76 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.595 | 307 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326.235 | 213,12 | 7.369 | 214,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.066.003 | 8,49 | 24.080 | 8,97 | ||||
| 2025-08-08 | 13F | Croban | 30.438 | 4,09 | 687 | 4,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 136.280 | 3.078 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 21.178 | 478 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 11.496 | 0,52 | 260 | 0,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26.451 | 599 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 27.911 | 2,77 | 630 | 3,28 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 33.278 | 12,61 | 752 | 13,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38.628 | 8,88 | 873 | 9,41 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10.000 | 226 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 47.486 | 109,12 | 1.073 | 110,20 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 109.272 | 3,16 | 2.468 | 3,61 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 15.111 | 341 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 25.384 | 8,55 | 573 | 9,14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.718 | 39 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.523 | 4,78 | 599 | 5,27 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 45.153 | 4,37 | 1.020 | 4,84 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 9.200 | 208 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 285.160 | 9,77 | 6.442 | 10,25 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 13.305 | 16,20 | 300 | 17,72 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 291.846 | 104,22 | 6.593 | 105,10 |
