Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The RBB Fund, Inc. - Motley Fool 100 Index ETF, omfatter Green Square Capital Advisors Llc, Western Wealth Management, LLC, Thoroughbred Financial Services, Llc, RIA Advisory Group LLC, Great Valley Advisor Group, Inc., TRUE Private Wealth Advisors, Orion Portfolio Solutions, LLC, AlphaCore Capital LLC, Integrated Advisors Network LLC, Wedmont Private Capital, Parkside Financial Bank & Trust, Sound Income Strategies, LLC, Frazier Financial Advisors, LLC, Strategic Wealth Partners, Ltd., Bangor Savings Bank, JNBA Financial Advisors, Archer Investment Corp, og Signaturefd, 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 | Atomi Financial Group, Inc. | 14.461 | 12,21 | 933 | 30,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 286.630 | 1,42 | 18.491 | 17,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4.890 | 315 | ||||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 6.698 | 6,61 | 432 | 23,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.041 | 9,90 | 325 | 27,45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 235 | 15 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.336 | 4,60 | 1 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24.200 | 6,76 | 1.561 | 23,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.276 | 73,35 | 2.534 | 101,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 604 | 179,63 | 39 | 216,67 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3.176 | 205 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12.663 | 2,01 | 817 | 18,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16.030 | 201,26 | 1.034 | 250,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 790.191 | 18,88 | 50.975 | 37,89 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 61.012 | 17,42 | 3.936 | 36,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27.670 | 278,52 | 1.785 | 339,41 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64.953 | 30,25 | 4.190 | 51,10 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 47.765 | 9,83 | 3.081 | 27,42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.254 | 261,73 | 274 | 321,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14.419 | 91,03 | 930 | 121,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18.827 | 2,44 | 1.215 | 18,79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 108.400 | 6.993 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 403 | 71,49 | 26 | 100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.700 | 5,18 | 497 | 21,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9.511 | 1.429,10 | 614 | 1.702,94 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11.671 | 1 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17 | 1 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.123 | 72 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.950 | 18,00 | 190 | 36,69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 879 | 57 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 44.798 | 25,78 | 2.890 | 45,91 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5.825 | 14.462,50 | 376 | 18.650,00 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 12.756 | 823 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 267 | 17 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 56.314 | 17,91 | 3.633 | 36,75 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 19.080 | 1.231 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3.761 | 5,59 | 207 | -3,74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.007 | 278 | ||||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 44.107 | 6,21 | 2.845 | 23,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 381.122 | 1.219,49 | 24.586 | 1.430,88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 15.875 | 1,28 | 1.024 | 17,57 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 13.742 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.453 | 223 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.641 | 26,18 | 561 | 47,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299.710 | 7,70 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 316.323 | 98,69 | 20.406 | 130,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 80.165 | 17,99 | 5 | 66,67 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3.364 | 217 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3.842 | 248 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 693.971 | 82,83 | 44.768 | 112,06 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60.436 | 2,10 | 3.899 | 18,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38.952 | 2.513 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3.550 | 229 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 14.727 | 2,36 | 950 | 18,75 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86.500 | 1,23 | 5.580 | 17,42 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 7.139 | 19,24 | 461 | 38,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4.716 | 17,52 | 304 | 36,32 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14.633 | 2.826,60 | 944 | 3.392,59 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 127 | 8 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.262 | 662 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 100 | 6 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119.000 | 107,24 | 7.677 | 140,36 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3.114 | 202 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 89.291 | 40,36 | 5.760 | 62,80 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3.302 | 213 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 125 | 8 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 4.126 | 1,23 | 266 | 17,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10.571 | 17,07 | 682 | 35,66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 265 | 32,50 | 17 | 54,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 670 | 109,38 | 43 | 126,32 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8.664 | 559 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.371 | 32,82 | 1 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 28.349 | 0,60 | 1.829 | 16,66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 47.281 | 7,43 | 3.050 | 25,05 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 3 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 33.436 | 45,05 | 2.215 | 70,91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 424 | 27 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10.874 | 1,29 | 701 | 17,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250 | 150,00 | 16 | 220,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 17.388 | 8,44 | 1.122 | 25,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.415 | 10,20 | 349 | 27,84 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 17.212 | 0,40 | 1.110 | 16,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14.021 | 0,16 | 905 | 16,20 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1.389 | 55,54 | 77 | 45,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 18.639 | 1.202 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5.665 | 33,20 | 365 | 54,66 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2.366 | 4,28 | 1.365 | 6,31 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6.561 | 423 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 46.548 | 83,57 | 3.003 | 112,91 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 71.432 | 9,52 | 4.608 | 27,05 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 439.867 | 9,50 | 28.368 | 26,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16.347 | 25,28 | 1.055 | 45,38 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.887 | 5,88 | 251 | 22,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 60.220 | 0,51 | 3.885 | 16,57 |
