Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF, omfatter Armstrong Advisory Group, Inc, Evanson Asset Management, LLC, Bragg Financial Advisors, Inc, UBS Group AG, Benjamin Edwards Inc, Putnam Fl Investment Management Co, Cypress Capital, LLC, Raymond James Financial Inc, Hsbc Holdings Plc, Sykon Capital Llc, Apella Capital, LLC, CFIT - Cambria Fixed Income Trend ETF, Truist Financial Corp, Cypress Capital Advisors, LLC, Red Wave Investments LLC, NewEdge Wealth, LLC, Planned Solutions, Inc., Maltin Wealth Management, Inc., Sowell Financial Services LLC, og Basso Capital Management, L.p. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Inscription Capital, LLC | 6.230 | 471 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 301.031 | 302,37 | 22.743 | 302,94 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8.344 | 630 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 57.283 | 4.328 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 138.110 | 1.477,86 | 10.434 | 1.480,91 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9.018 | 681 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 73.266 | 304,32 | 5.535 | 304,90 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 7.474 | 565 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 403 | 368,60 | 30 | 400,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19.222 | 31,62 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.982 | 225 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 44.909 | 493,88 | 3.393 | 495,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.447 | 487 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32.722 | 2.472 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.037 | 1.060 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2.690 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.397 | 257 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 7.663 | 579 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 33.526 | 25,30 | 2.533 | 25,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20.795 | 1.571 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 48.393 | 3.656 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 13 | 1 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19.700 | 1.488 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 12.566 | 1,72 | 949 | 1,93 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2.805 | 212 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10.054 | 760 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.680 | 202 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6.264 | 473 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 339.141 | 25.622 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 19.338 | 417,75 | 1.461 | 419,93 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 4.303 | 325 | ||||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 3.900 | 295 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3.182 | 240 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 38.864 | 290,08 | 2.927 | 290,65 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 47.268 | 788,00 | 3.571 | 790,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108.874 | 517,09 | 8.225 | 518,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 49.782 | 3.761 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 19.558 | 1.478 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 9.545 | 14,19 | 721 | 14,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35.165 | 2.657 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13.502 | 1.020 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 26.965 | 399,81 | 2.037 | 401,72 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6.039 | 456 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 23.668 | 1.788 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.260.586 | 95.237 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 50.000 | 3.778 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3.385 | 256 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 68.076 | 31,49 | 5.143 | 31,70 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2.827 | 0 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 143.141 | 26,97 | 10.814 | 27,16 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 9.965 | 753 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 278.968 | 21.076 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 300.977 | 22.739 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 339.212 | 25.627 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 38.679 | 2.922 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 17.319 | 1.308 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 544.296 | 916,08 | 41.122 | 917,37 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 25.000 | 1.889 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15.811 | 1.195 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 | 1 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 272.127 | 145,30 | 20.559 | 145,66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 57.476 | 104,08 | 4.342 | 104,43 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 625.552 | 7.158,67 | 47.260 | 7.170,77 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 30.523 | 2.306 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15.293 | 30,08 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6.225 | 470 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 31.106 | 2.350 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5.144 | 388 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5.834 | 441 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5.300 | 400 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 100.940 | 591,94 | 7.626 | 593,27 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 146.991 | 11.105 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 76.877 | 5.797 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 11.123 | 840 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 66 | 5 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1.051.728 | 79.458 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8.288 | 626 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 11.463 | 866 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 9.376 | 708 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6.335 | 479 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 66.110 | 4.995 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46.014 | 3.468 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 121.941 | 871,56 | 9.213 | 873,78 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 92.646 | 6.999 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 19.852 | 1.500 | ||||||
| 2025-07-21 | 13F | Financial Architects, LLC | 4.325 | 0,58 | 327 | 0,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3.016 | 228 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 108.893 | 8.227 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 53.969 | 4.077 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2.867 | 217 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9.843 | 744 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1.992 | 150 | ||||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 26.596 | 0,29 | 2.009 | 0,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.426 | 0,59 | 334 | 0,91 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 4.310 | 326 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.100 | 0 | ||||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 90.205 | 6.815 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 42.904 | 386,83 | 3.241 | 388,10 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 605.802 | 45.768 | ||||||
| 2025-06-27 | NP | CFIT - Cambria Fixed Income Trend ETF | 136.047 | 10.266 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6.886 | 520 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 145.736 | 10.984 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 154 | 0,65 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 155.700 | 11.763 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8.883 | 671 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10.816 | 817 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6.810 | 514 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 4.391 | 29,30 | 332 | 29,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 474.980 | 35.885 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.240 | 94 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.437 | 0 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5.342 | 403 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 144.489 | 881,65 | 10.916 | 883,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 13.254 | 281,19 | 1.001 | 282,06 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5.424 | 410 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17.361 | 1.312 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4.509 | 340 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.740 | 9,22 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 762 | 58 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 18.444 | 92,73 | 1.395 | 93,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.059 | 80 |
