Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF, omfatter CMH Wealth Management LLC, Vantage Financial Partners, LLC, Atlas Wealth LLC, National Wealth Management Group, LLC, Retirement Planning Group, IHT Wealth Management, LLC, Comerica Bank, Morgan Stanley, Bank Of America Corp /de/, og Qube Research & Technologies Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 336.743 | 21,90 | 11.045 | 31,19 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 5.288.937 | 26,86 | 173 | 36,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.060 | 100 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 41.760 | 12,16 | 1.370 | 20,72 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 5.000 | 11,11 | 164 | 19,71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15.227 | 3,97 | 499 | 11,88 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 805.178 | 4,90 | 26.410 | 12,89 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 14.939 | 1,61 | 490 | 9,15 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 62.689 | 12,89 | 2.056 | 21,51 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13.875 | 93,70 | 455 | 108,72 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 24.090 | 4,27 | 790 | 12,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 145.415 | 1,61 | 4.770 | 9,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254.548 | 12,00 | 8.349 | 20,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17.772 | 17,52 | 583 | 26,52 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17.465 | 532 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 128.798 | 162,67 | 4 | 300,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 106.496 | 42,91 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 130.500 | 0,95 | 4.280 | 8,63 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 751 | 5,33 | 25 | 14,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 473.051 | 35,28 | 15.516 | 45,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 404.723 | 32,13 | 13.275 | 42,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 236.612 | 3,60 | 7.761 | 11,48 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 17.003 | 558 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 92.806 | 133,90 | 3.044 | 138,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 161.336 | 2,03 | 5.292 | 9,79 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 495.161 | 8,75 | 16.241 | 17,04 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 79.283 | 56,10 | 2.600 | 67,96 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10.400 | 0,15 | 341 | 7,91 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 18.027 | 43,36 | 591 | 54,31 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 65.470 | 11,10 | 2.147 | 19,54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.098 | 397 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10.192 | 334 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 8.607 | 1,98 | 282 | 9,73 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 489.121 | 16.043 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 400 | 13 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 61.281 | 506,50 | 2.010 | 554,72 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 22.511 | 738 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 431.459 | 85,17 | 14.156 | 99,23 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 36.774 | 2,03 | 1.206 | 9,84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 215.069 | 39,34 | 7.054 | 49,96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 781.458 | 7,87 | 26.179 | 18,56 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 50.574 | 1.672 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 27.002 | 7,23 | 886 | 15,38 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20.228 | 28,73 | 663 | 38,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 848.317 | 54,99 | 27.825 | 66,78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 276.949 | 3.742,78 | 9.084 | 4.047,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.590.566 | 35,46 | 52.171 | 45,77 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 377.121 | 67,69 | 12.370 | 80,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 238.936 | 206,58 | 7.830 | 229,36 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 91.540 | 3.003 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.965 | 33,22 | 64 | 45,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55.456 | 2,95 | 1.819 | 10,79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 83 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8.314 | 4,42 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 541 | 18 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 259.156 | 9,48 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 23.945 | 61,02 | 785 | 73,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 161.806 | 1,49 | 5.307 | 9,22 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24.695 | 22,40 | 810 | 31,76 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8.340 | 21,49 | 274 | 30,62 |
