Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF, omfatter Advisory Services Network, LLC, Goldman Sachs Group Inc, Harbour Investments, Inc., Mather Group, Llc., VestGen Advisors, LLC, Kennedy Investment Group, Detalus Advisors, LLC, Alliance Wealth Advisors, LLC, Beacon Financial Advisory LLC, HighTower Advisors, LLC, StoneX Group Inc., og Adapt Wealth 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 20.293 | 0,84 | 510 | 0,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8.795 | 221 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 472.485 | 37,46 | 11.864 | 37,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 226.075 | 69,42 | 5.677 | 69,58 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 346.276 | 2.988,72 | 8.695 | 2.993,95 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 54.971 | 167,69 | 1.380 | 167,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55.382 | 46,96 | 1.391 | 47,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.014 | 126 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9.208 | 231 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9.805 | 246 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 29.080 | 1,49 | 730 | 1,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42.178 | 8,00 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34.253 | 860 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.975.645 | 3,29 | 74.718 | 3,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 18.696 | 11,53 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 422.448 | 11,84 | 10.608 | 11,92 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 45.785 | 1.150 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20.235 | 508 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 147.219 | 122,52 | 3.697 | 122,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 59.607 | 1.500 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23.142 | 1,98 | 581 | 2,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 529.841 | 27,50 | 13.304 | 27,60 | ||||
| 2025-08-14 | 13F | UBS Group AG | 360.236 | 4,35 | 9.046 | 4,43 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8.668 | 218 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 82.061 | 0,84 | 2.061 | 0,93 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 60.234 | 1,46 | 1.512 | 1,54 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 19.357.348 | 6,47 | 486.063 | 6,56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28.152 | 0,84 | 707 | 0,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 482.737 | 114,12 | 12.122 | 114,30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27.309 | 42,28 | 686 | 42,41 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19.605 | 492 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 8.590 | 216 | ||||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 68.256 | 68,01 | 1.714 | 68,11 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 24.345 | 18,23 | 611 | 18,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81.658 | 5,72 | 2.050 | 5,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 696.961 | 55,75 | 17.501 | 55,87 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 14.017 | 352 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 280.368 | 27,01 | 7.060 | 28,28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38.197 | 24,38 | 959 | 24,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.030 | 20,29 | 252 | 20,10 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 143.568 | 57,09 | 3.605 | 57,24 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 178.649 | 193,38 | 4.486 | 193,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56.583 | 108,53 | 1.421 | 108,82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 278.549 | 7,82 | 6.994 | 7,92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85.775 | 35,22 | 2.152 | 35,26 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 9.800 | 246 |
