Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF, omfatter BCS Private Wealth Management, Inc., Global Retirement Partners, LLC, og CoreCap 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 134.994 | 8,89 | 6.553 | 9,05 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3.200 | 155 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 575 | 28 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11.633 | 1,17 | 565 | 1,26 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 43.771 | 10,71 | 2.124 | 10,86 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51.601 | 4,64 | 2.505 | 4,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99.957 | 12,37 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.309 | 48,11 | 112 | 49,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 702.899 | 1,63 | 34.119 | 1,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.382 | 6.181,82 | 67 | 6.600,00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16.075 | 4,55 | 780 | 4,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20.000 | 294,87 | 971 | 295,92 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 4.700 | 0 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 16.287 | 38,79 | 791 | 39,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.057 | 391 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 106.335 | 56,35 | 5.162 | 56,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 200 | 10 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 6.962 | 31,09 | 338 | 31,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 814.798 | 12,12 | 39.550 | 12,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35.122 | 6,89 | 1.705 | 7,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30.965 | 37,42 | 1.503 | 37,64 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 92.846 | 3,88 | 4.507 | 4,04 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28.530 | 8,54 | 1.385 | 8,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65.614 | 1,37 | 3.185 | 1,50 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 141.258 | 0,77 | 6.857 | 0,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58.937 | 12,30 | 2.861 | 12,47 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 71.547 | 1.473,85 | 3.473 | 1.478,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.500 | 218 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 364 | 18 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27.171 | 15,55 | 1.319 | 15,72 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5.412 | 0,45 | 263 | 0,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 130.648 | 0,10 | 6.342 | 0,24 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 552 | 0,91 | 27 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.037 | 99 |
