Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF, omfatter Advisory Resource Group, Goldman Sachs Group Inc, Gradient Capital Advisors, LLC, Penney Financial, LLC, Moneywise, Inc., Strategic Equity Management, McAdam, LLC, Joseph Group Capital Management, Capital Analysts, Inc., Rye Brook Capital LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Objective Capital Management, LLC, Perigon Wealth Management, LLC, Weitzel Financial Services, Inc., Advisory Services Network, LLC, Kovack Advisors, Inc., Mascagni Wealth Management, Inc., Comerica Bank, og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 127.828 | 15,84 | 2.852 | 13,99 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 10.014 | 0,71 | 222 | 1,83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 965 | 1,15 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 74.364 | 1.659 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2.006 | 45 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17.519 | 0 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 136 | 3 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 13.391 | 10,96 | 299 | 9,16 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 20.947 | 467 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 50.406 | 1,18 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 259.886 | 0,46 | 5.798 | -1,13 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 16.838 | 0,60 | 376 | -1,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 0 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 112.742 | 1,37 | 2.515 | -0,24 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 11.261 | 1,20 | 250 | -0,79 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 138.701 | 3.094 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 17.703 | 7,56 | 395 | 5,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 763.396 | 7,69 | 17.031 | 5,98 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15.972 | 12,72 | 356 | 10,90 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.848 | 220 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 20.562 | 459 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27.556 | 36,33 | 615 | 34,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.484 | 590,41 | 167 | 591,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 71.866 | 11,99 | 1.603 | 10,25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.902 | 3,56 | 243 | 2,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 735.685 | 44,05 | 16.413 | 41,76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 15.750 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7.445 | 9,34 | 169 | 9,09 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 20.947 | 467 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 9.470 | 209 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 11.055 | 246 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 101.353 | 61,30 | 2.261 | 58,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.184 | 103,16 | 49 | 100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 27.300 | 609 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 19.801 | 0,01 | 442 | -1,56 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9.025 | 201 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67.879 | 67,67 | 2 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.346 | 156,38 | 30 | 172,73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34.789 | 52,00 | 776 | 49,81 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 529 | 12 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.298.897 | 4,87 | 29 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 76.652 | 179,24 | 1.710 | 174,92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9.782 | 218 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2.705 | 99,63 | 59 | 96,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.427 | 567 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 208.596 | 141,69 | 4.654 | 137,88 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 95.515 | 0,02 | 2.131 | -1,57 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 405 | -1,70 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 2.250 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.175 | 26 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.461 | 209 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | 7 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23.872 | 6,85 | 533 | 5,14 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 34.635 | 773 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 10.113 | 226 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 18.511 | 413 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4.493 | 103,67 | 100 | 100,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14.809 | 11,73 | 330 | 10,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 32.662 | 583,16 | 729 | 586,79 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 317.137 | 2,64 | 7.075 | 1,01 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11.055 | 247 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.741 | 14,82 | 396 | 13,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180.788 | 19,62 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10.285 | 229 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 4.192 | 95 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81.320 | 259,16 | 1.814 | 253,61 |
