Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF, omfatter McIlrath & Eck, LLC, Peak Retirement Planning, Inc., Chapman Financial Group, Llc, Canandaigua National Corp, Mather Group, Llc., Brown, Lisle/cummings, Inc., Root Financial Partners, LLC, Hartland & Co., LLC, Nova Wealth Management, Inc., Merkkuri Wealth Advisors LLC, og Signature Equity Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Novus Advisors, Llc | 32.741 | 1,20 | 628 | 1,78 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 52.248 | 2,20 | 1.003 | 2,77 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 534 | 10 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 123.022 | 7,98 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 54.144 | 1.039 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 32.614 | 27,74 | 626 | 28,34 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 765.915 | 12,07 | 14.698 | 12,72 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.023 | 39 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 121.399 | 4,50 | 2.330 | 5,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 142.185 | 7,57 | 2.729 | 8,21 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16.445 | 7,81 | 316 | 8,25 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 985.292 | 4,08 | 18.937 | 4,84 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 918 | 50,49 | 18 | 54,55 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.039 | 0,03 | 250 | 0,81 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 43.565 | 836 | ||||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 73.944 | 5,75 | 1.419 | 6,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 45.310 | 869 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 182.867 | 3,13 | 3.509 | 3,72 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.769 | 226 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20.327 | 5,95 | 390 | 6,56 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 19.733 | 4,48 | 379 | 5,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 648.656 | 2,40 | 12.448 | 2,99 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.894 | 22,02 | 746 | 22,70 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 17.307 | 332 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 108 | 92,86 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 780 | 15 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 44.962 | 24,66 | 863 | 25,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25.812 | 495 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 987.334 | 334,80 | 18.947 | 337,35 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 5.717 | 14,34 | 110 | 14,74 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 13.950 | 268 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 16.608 | 5,16 | 319 | 5,65 | ||||
| 2026-05-05 | 13F | UBS Group AG | 14.544.462 | 9.591,46 | 279.108 | 9.648,79 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 119.686 | 2.297 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 190.121 | 17.622 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52.854 | 30,91 | 1.015 | 31,82 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 27.468 | 527 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.222 | 119 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.777 | 92 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.784.894 | 8,39 | 53.442 | 9,01 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 13 | 0 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 359 | 6,21 | 7 | 0,00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 240.061 | 4.607 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 321.985 | 2,41 | 6.179 | 3,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 129.962 | 3,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.671 | 22,13 | 51 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.489 | 0,54 | 28 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.410.777 | 1.083,18 | 65.453 | 1.090,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.339 | 177,05 | 140 | 180,00 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 60.724 | 6,10 | 1.165 | 6,78 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23.138 | 4,89 | 444 | 5,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 108.599 | 19,27 | 2.084 | 19,98 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 306.945 | 6,86 | 5.890 | 7,48 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 82.275 | 47,93 | 1.579 | 48,73 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.399 | 22,91 | 1.044 | 23,58 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 166.047 | 9,00 | 3.186 | 9,64 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 13.751 | 7,41 | 264 | 7,79 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 137.531 | 0,65 | 2.639 | 1,23 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.536 | 10,11 | 29 | 11,54 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 234.456 | 14,28 | 4.473 | 13,04 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15.132 | 7,72 | 290 | 8,21 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 91 | 2 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 62 | 1 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 32.024 | 1,84 | 615 | 2,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12.240 | 235 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.586.908 | 8,39 | 30.453 | 9,01 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 913.531 | 25,61 | 17.531 | 26,33 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.007 | 20,02 | 269 | 20,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 162.973 | 34,79 | 3.127 | 35,60 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.829 | 35 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 115.990 | 94,98 | 2.226 | 96,04 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 22.516 | 26,14 | 432 | 27,06 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 29.351 | 7,03 | 563 | 7,65 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 508 | 10 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.750 | 53 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 964 | 18 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 119.181 | 2,82 | 2.287 | 3,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 358.691 | 198,08 | 6.883 | 199,78 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 40.422 | 59,83 | 776 | 60,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.917 | 683,40 | 75 | 1.400,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.545 | 5,65 | 49 | 6,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 56.295 | 0,92 | 1.080 | 1,50 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53.754 | 18,71 | 1.032 | 19,47 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 17.954 | 5,72 | 345 | 6,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.880 | 11,45 | 456 | 10,17 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 266.932 | 5.122 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 167.820 | 6,85 | 3.220 | 7,48 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 74.117 | 21,90 | 1.414 | 21,90 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 36.491 | 4,72 | 700 | 5,42 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8.038 | 13,08 | 154 | 14,07 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 12.212 | 19,89 | 234 | 20,62 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 62.197 | 11,38 | 1.194 | 12,02 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 105.236 | 114,02 | 2.019 | 115,25 |
