Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Tortoise Capital Series Trust - Tortoise North American Pipeline Fund, omfatter Morgan Stanley, Arvest Bank Trust Division, Bank Of America Corp /de/, Magnus Financial Group LLC, Traphagen Investment Advisors Llc, Atwood & Palmer Inc, Foster & Motley Inc, Arvest Investments, Inc., Wells Fargo & Company/mn, UBS Group AG, Busey Wealth Management, Keudell/Morrison Wealth Management, Cwm, Llc, Commonwealth Equity Services, Llc, Cerity Partners LLC, Creative Planning, Raymond James Financial Inc, Triangle Securities Wealth Management, Parkside Financial Bank & Trust, og Castlekeep Investment 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 697.588 | 24.925 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 218.650 | 7.812 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 9 | 0 | ||||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 1.251.112 | 44.702 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 5.782 | 207 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 111.454 | 3.982 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 944 | 34 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 75 | 3 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 13.031 | 466 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21.267 | 48,90 | 760 | 46,24 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 65.906 | 2.355 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.650 | 309 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.725 | 0 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5.639 | 201 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 50.792 | 1.815 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.781 | 207 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 12.185 | 435 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3.121 | 112 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34.381 | 1.228 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 240 | 9 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60.490 | 2.161 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 17.694 | 632 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 291.645 | 10.420 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15.770 | 563 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 182.470 | 6.520 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58.390 | 2.086 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43.336 | 1.548 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 183 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2.505 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3.054.340 | 109.132 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 639.979 | 23 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13.270 | 468 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 233.629 | 8.348 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 80.877 | 3 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2.931 | 105 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 279 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 403.300 | 14.410 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7.555 | 270 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.607 | 93 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 561 | 20 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 51.927 | 1.855 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20.730 | 741 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10.429 | 373 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 55.400 | 1.979 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 500 | 18 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8.258 | 295 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 10.800 | 386 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58.398 | 2.087 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 9.273 | 331 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 6.300 | 225 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.807 | 315 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.162 | 399 | ||||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 187.317 | 6.693 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17.500 | 625 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.385 | 192 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6.219 | 222 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6.073 | 217 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3.944 | 141 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21.439 | 766 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 32.755 | 1 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 16.547 | 591 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 13.569 | 479 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2.678 | 96 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 910 | 33 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 705 | 25 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 379.127 | 13.546 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 233.011 | 8.325 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.000 | 464 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 878.678 | 31.395 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 437 | 16 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 76.685 | 2.681 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 30.074 | 1.075 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.970 | 213 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6.621 | 237 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 3.626 | 130 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6.943 | 248 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 8.895 | 318 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 659.221 | 23.554 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 98.751 | 3.528 | ||||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 68.388 | 2.444 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 37.311 | 1.315 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 33.399 | 1.193 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.879 | 317 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.005 | 36 | ||||||
| 2025-07-31 | 13F | City State Bank | 3.298 | 118 | ||||||
| 2025-08-08 | 13F | Creative Planning | 238.876 | 8.535 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 414.368 | 14.805 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13.211 | 466 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18.073 | 646 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 11.328 | 405 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252.635 | 9 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 244.848 | 8.748 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 279.374 | 9.982 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 103.482 | 3.677 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17.285 | 618 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 259.548 | 9 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.033 | 37 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 114.589 | 4.094 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 861.349 | 30.776 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 244 | 9 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.812 | 0 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 62.083 | 2.218 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 78.962 | 2.819 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 147.954 | 5.286 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 143.847 | 5.140 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 97.777 | 3.494 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.411 | 443 | ||||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 34.302 | 1.226 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5.625 | 201 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3.206 | 114 |
