Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Infrastructure Fund, Inc, omfatter Kingstone Capital Partners Texas, LLC, Westbourne Investment Advisors, Inc., Mission Hills Financial Advisory, LLC, Summit Financial, LLC, Griffin Asset Management, Inc., Integrated Wealth Concepts LLC, Texas Yale Capital Corp., Westbourne Investments, Inc., Sheets Smith Wealth Management, Yukon Wealth Management, Inc., Trust Co Of Toledo Na /oh/, Trust Co Of Vermont, Investors Research Corp, Ameritas Advisory Services, LLC, Ronald Blue Trust, Inc., Armstrong Advisory Group, Inc, og Cranbrook 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.
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 | Comerica Bank | 8.394 | 0,50 | 226 | 6,10 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 25.151 | 1,11 | 678 | 6,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.353 | 16,04 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 59.068 | 5,42 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 13.003 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20.069 | 18,27 | 541 | 24,71 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 22.585 | 1,55 | 609 | 7,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33.864 | 6,83 | 1 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.000 | 27 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 1.608 | 43 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9.112 | 246 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.139 | 31 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 461 | 12 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 45.000 | 45,16 | 1.213 | 50,37 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 26.084 | 1,75 | 703 | 7,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39.990 | 3,06 | 1.078 | 9,67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10.392 | 0,11 | 280 | 5,66 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.270 | 1,84 | 34 | 9,68 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 1.360.872 | 2,53 | 36.675 | 8,15 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 27.555 | 0,01 | 743 | 5,55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9.524 | 9,45 | 257 | 15,32 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12.806 | 0,07 | 345 | 5,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.202.949 | 6,25 | 32.419 | 12,07 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 11.735 | 1,73 | 316 | 7,48 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11.370 | 10,53 | 306 | 16,79 | ||||
| 2025-07-24 | 13F | Conning Inc. | 122.752 | 1,88 | 3.308 | 7,47 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 35.289 | 2,93 | 951 | 8,56 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 18.501 | 499 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4.895 | 96,67 | 132 | 133,93 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 4.220.882 | 103 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 71.103 | 32,49 | 1.916 | 39,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.782 | 1,38 | 129 | 6,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32.048 | 0,55 | 864 | 6,02 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.199 | 248 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22.269 | 600 | ||||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 407.843 | 0,01 | 10.991 | 5,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 48.250 | 7,06 | 1.300 | 12,95 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.039 | 1,76 | 28 | 7,69 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 10.000 | 270 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7.760 | 209 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20.268 | 6,86 | 546 | 12,81 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 33.040 | 1,54 | 890 | 7,10 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 12.275 | 48,79 | 331 | 57,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 331.970 | 6,93 | 8.948 | 12,79 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13.740 | 1,10 | 370 | 6,63 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17.591 | 3,50 | 474 | 9,22 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25.270 | 681 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9.916 | 14,27 | 267 | 20,81 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7.565 | 204 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 7.579 | 204 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 11.596 | 13,56 | 313 | 20,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 135 | 5,51 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.598 | 133,44 | 151 | 145,90 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 8.500 | 229 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57.853 | 18,01 | 1.559 | 24,52 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 700 | 40,00 | 19 | 50,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.132 | 0,98 | 30 | 7,14 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8.045 | 217 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23.241 | 0,50 | 626 | 6,10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15.921 | 429 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.978 | 10,24 | 188 | 16,77 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28.620 | 19,11 | 771 | 25,77 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2.100 | 57 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 16.649 | 449 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16.013 | 1,91 | 432 | 7,48 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 22.000 | 120,00 | 593 | 132,16 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2.047 | 55 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 146.879 | 585,04 | 3.958 | 623,58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 700 | 19 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9.589 | 6,13 | 245 | 12,44 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2.130 | 0,38 | 57 | 5,56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 78.964 | 2,45 | 2.128 | 8,08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 553 | 15 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30.792 | 9,72 | 830 | 15,62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20.692 | 1,39 | 558 | 6,91 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18.027 | 1,32 | 486 | 6,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.968.289 | 2,99 | 53.045 | 8,64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8.031 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 629.753 | 11,22 | 16.972 | 17,31 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9.630 | 16,07 | 260 | 22,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.113 | 3.963,46 | 57 | 5.500,00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 19.226 | 1,25 | 491 | 7,68 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 22.610 | 0,06 | 609 | 5,55 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 28.129 | 220,96 | 758 | 204,42 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16.914 | 8,33 | 458 | 15,08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54.636 | 11,84 | 1.472 | 17,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 836.724 | 3,49 | 22.550 | 9,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 32.810 | 48,20 | 884 | 56,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9.747 | 1,63 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 488 | 13 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 252.630 | 0,70 | 6.808 | 6,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.370 | 56,97 | 145 | 69,41 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34.167 | 8,72 | 921 | 14,71 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 7.680 | 74,74 | 207 | -60,54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382.977 | 5,58 | 10.321 | 11,36 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 29.800 | 803 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7.886 | 0,45 | 213 | 6,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.211 | 1,51 | 33 | 6,67 |
