Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Abrdn World Healthcare Fund, omfatter Summit Financial, LLC, Abel Hall, LLC, Balyasny Asset Management Llc, og Institute for Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31.765 | 19,35 | 326 | 6,21 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1.473 | 147.200,00 | 15 | -31,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.473 | 3,37 | 15 | -6,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 491 | 10,59 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 62.964 | 28,06 | 646 | 14,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 117.505 | 7,53 | 1.206 | -4,29 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.915 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33.323 | 33,99 | 342 | 24,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68.817 | 14,66 | 706 | 2,17 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 28.749 | 10,33 | 295 | -2,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 312.516 | 121,33 | 3.206 | 96,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3.050 | 31 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 28.700 | 2,50 | 294 | -8,70 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1.920 | 1,16 | 20 | -9,52 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 1.377 | 14 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 935.718 | 2,92 | 9.600 | -8,41 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20.684 | 42,07 | 0 | |||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 194.767 | 101,86 | 1.998 | 79,68 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 51.992 | 533 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 62.801 | 644 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 300 | 3,45 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14.333 | 147 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 15.498 | 159 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.375 | 3,38 | 14 | -6,67 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1.056.335 | 1,99 | 10.838 | -9,25 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 117.749 | 163,36 | 1.208 | 134,56 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 84.969 | 12,23 | 872 | -0,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 31.404 | 23,07 | 322 | 9,52 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 19.453 | 2,26 | 200 | -9,13 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 21.105 | 1,04 | 217 | -10,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 21.222 | 30,82 | 218 | 16,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 304.571 | 3,20 | 3.125 | -8,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 120.733 | 20,34 | 1.239 | 7,09 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 19.000 | 195 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 38.183 | 0,26 | 392 | -10,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46.512 | 4,45 | 477 | -7,02 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 34 | 47,83 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40.715 | 0,08 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 8.062 | 83 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.067.205 | 3,04 | 11 | -9,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 107.831 | 4,59 | 1.106 | -6,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13.845 | 7,23 | 142 | -4,05 |
