Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Columbia Seligman Premium Technology Growth Fund, omfatter Balyasny Asset Management Llc, Pensionmark Financial Group, Llc, Colonial Trust Advisors, VSM Wealth Advisory, LLC, og Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 57.227 | 20,40 | 1.740 | 30,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 104.129 | 23,52 | 3.167 | 34,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6.854 | 208 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17.857 | 93,11 | 543 | 110,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.776 | 4,89 | 206 | 14,44 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.954 | 242 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 5 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26.650 | 48,43 | 810 | 61,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 378 | 11 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 422.419 | 5,44 | 12.846 | 14,60 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 18.010 | 0,26 | 548 | 8,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164.374 | 11,99 | 4.999 | 21,72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10.980 | 47,28 | 334 | 60,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.841 | 0,71 | 238 | 9,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.768 | 327 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17.419 | 0,37 | 530 | 9,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 41.116 | 0,35 | 1.250 | 9,08 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29.367 | 4,28 | 893 | 13,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21.686 | 22,15 | 659 | 32,86 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7.699 | 1,61 | 234 | 10,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.758 | 206 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13.257 | 11,08 | 403 | 21,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9.596 | 16,10 | 292 | 25,97 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 15.204 | 462 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 8.078 | 0,02 | 226 | -12,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8.698 | 1.332,95 | 264 | 1.550,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289.477 | 0,34 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.640 | 2,05 | 80 | 11,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 298.699 | 3,65 | 9.083 | 12,65 |
