Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF, omfatter Elite Life Management LLC, Up Strategic Wealth Investment Advisors Llc, Beaird Harris Wealth Management, LLC, Evolve Private Wealth, Llc, Titleist Asset Management, Llc, Hartmann Taylor Wealth Management, LLC, Action Point Financial Planning, Llc, Sincerus Advisory, LLC, Creative Planning, Tandem Financial, LLC, Newman Dignan & Sheerar, Inc., Diversify Wealth Management, Llc, og Entrust Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 11.835 | 2,38 | 889 | 1,83 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 55.872 | 93,77 | 4.199 | 92,66 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.776 | 10,03 | 1 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 13.107 | 985 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 92.586 | 276,75 | 6.958 | 274,64 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 59.661 | 86,50 | 4.483 | 85,48 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 11.427 | 859 | ||||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 9.000 | 676 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16.519 | 1.241 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 4.811 | 98,39 | 362 | 97,27 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 12.379 | 31,13 | 930 | 30,43 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 27.460 | 5,05 | 2.064 | 4,46 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 384.157 | 17,53 | 28.869 | 16,88 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 5.643 | 71,36 | 424 | 70,97 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 7.045 | 6,18 | 529 | 5,59 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 88.953 | 567,46 | 6.685 | 563,75 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 5.216 | 0,42 | 392 | -0,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.761 | 68,15 | 738 | 69,04 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 6.444 | 25,66 | 484 | 25,06 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 38.975 | 2,63 | 2.946 | 2,65 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 27.051 | 60,84 | 2.033 | 59,87 | ||||
| 2026-04-13 | 13F | Trust Co | 869 | 83,33 | 65 | 85,71 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 49.951 | 339,52 | 3.754 | 337,41 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 15.140 | 2,10 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 45.400 | 10,06 | 3.412 | 9,43 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 53.147 | 70,39 | 3.994 | 69,45 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 5.704 | 429 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 631.116 | 9,01 | 47.428 | 8,40 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 17.903 | 1,02 | 1.345 | 0,45 | ||||
| 2026-05-11 | 13F | Elite Life Management LLC | 173.841 | 13.165 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.832 | 215 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 25.225 | 1,37 | 1.896 | 0,80 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 245.112 | 2.478,23 | 18.327 | 2.452,51 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 5.877 | 29,82 | 442 | 28,95 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 47.773 | 3,72 | 3.590 | 3,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 998 | 186,78 | 75 | 188,46 | ||||
| 2026-05-05 | 13F | UBS Group AG | 323 | 24 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 8.506 | 24,36 | 639 | 23,84 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 181.877 | 0,86 | 13.668 | 0,31 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 3.915 | 0,62 | 294 | 0,00 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 249.876 | 11,92 | 19 | 12,50 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3.738 | 281 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 9.198 | 1,69 | 691 | 1,17 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 51.239 | 9,21 | 3.851 | 6,65 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 9.265 | 700 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 11.503 | 40,35 | 864 | 39,58 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 3.462 | 2,64 | 260 | 2,36 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.315 | 249 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7.045 | 98,84 | 1 | |||||
| 2026-05-12 | 13F | Creative Planning | 4.005 | 301 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 7.638 | 574 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 269.435 | 23,51 | 20.248 | 22,83 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.450 | 36,25 | 410 | 35,43 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 13.407 | 0,09 | 1.008 | -0,49 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 9.081 | 226,07 | 682 | 224,76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 8.450 | 26,03 | 635 | 25,30 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 602.359 | 25,48 | 45.267 | 24,78 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 50.980 | 11,17 | 3.831 | 10,56 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 26.237 | 1.972 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 590.059 | 6,48 | 44.343 | 5,89 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 108.489 | 3.090,85 | 8.154 | 3.084,77 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 399.237 | 18,31 | 30.003 | 17,65 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 82.559 | 177,68 | 6.204 | 176,22 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 13.271 | 0,30 | 997 | -0,20 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 28.089 | 141,19 | 2.111 | 139,77 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 97.483 | 8,68 | 7.386 | 8,38 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 15.561 | 46,13 | 1.169 | 45,40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 8.068 | 92,78 | 606 | 91,77 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 29.917 | 8,73 | 2.248 | 8,13 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 17.025 | 26,76 | 1.279 | 26,13 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 21.396 | 13,77 | 1.608 | 13,09 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 15.728 | 143,28 | 1.182 | 142,01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 73.771 | 30,53 | 5.544 | 29,78 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 87.225 | 7,05 | 6.555 | 6,45 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 23.045 | 26,61 | 1.732 | 25,89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 4.195 | 3,81 | 315 | 3,28 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 14.833 | 131,58 | 1.115 | 130,17 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 4.240 | 29,86 | 319 | 29,27 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3.460.873 | 924,13 | 262.092 | 919,17 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 8.467 | 0,61 | 636 | 0,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11.069 | 0,19 | 832 | -0,36 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 9.339 | 0,99 | 702 | 0,43 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 37.808 | 2.862 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 50 | 4 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 7.526 | 65,41 | 566 | 64,72 |
