Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Trust for Investment Grade Municipals, omfatter N.E.W. Advisory Services LLC, M Holdings Securities, Inc., Burford Brothers, Inc., Sequoia Financial Advisors, LLC, Avantax Advisory Services, Inc., WMG Financial Advisors, LLC, Cornerstone Wealth Management, LLC, Elequin Capital Lp, City Holding Co, Birchbrook, Inc., CVA Family Office, LLC, og First Command Advisory Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24.264 | 25,62 | 230 | 19,79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 61.218 | 0,05 | 581 | -4,76 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 173.147 | 0,67 | 1.643 | -4,09 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 167.556 | 47,43 | 1.590 | 40,58 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 100 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 273.579 | 14,72 | 2.596 | 9,31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 71.258 | 0,41 | 676 | -4,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 684 | 418,18 | 6 | 500,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78.009 | 66,61 | 742 | 59,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 19.801 | 2,45 | 188 | -2,60 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 636 | 6 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 14.000 | 133 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63.289 | 33,21 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.647 | 37,62 | 35 | 30,77 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 27.625 | 262 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 434.009 | 28,13 | 4.119 | 22,09 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10.271 | 97 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17.818 | 169 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.986 | 123 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 10.965 | 104 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 550.141 | 26,04 | 5.221 | 20,08 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 188.061 | 6,79 | 1.783 | 1,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 353 | 3 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 30.430 | 8,88 | 289 | 3,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17.674 | 168 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 400 | 4 | ||||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 134.211 | 24,28 | 1.274 | 18,42 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1.482 | 14 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14.250 | 4,40 | 135 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21.999 | 66,53 | 209 | 58,78 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22.802 | 16,96 | 216 | 11,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 60.776 | 152,51 | 577 | 141,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13.055 | 3,98 | 124 | -1,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28.356 | 81,70 | 269 | 73,55 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22.500 | 12,50 | 214 | 7,04 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18.292 | 19,52 | 174 | 13,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44.669 | 1,99 | 424 | -2,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 239.908 | 23,81 | 2.277 | 17,99 | ||||
| 2025-07-17 | 13F | City Holding Co | 1.000 | 9 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 13.380 | 8,10 | 127 | 2,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 713 | 7 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58.949 | 559 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25.352 | 16,42 | 241 | 11,11 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33.530 | 0 | ||||||
| 2025-08-14 | 13F | Quarry LP | 53.683 | 37,52 | 509 | 31,19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 16.040 | 2,03 | 152 | -2,56 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20.953 | 199 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 528.708 | 2,65 | 5.017 | -2,20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6.227 | 37,13 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 36.931 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 102.400 | 5,88 | 972 | 0,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 68.105 | 646 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 234.554 | 33,45 | 2.226 | 27,14 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 21.707 | 5,27 | 206 | 0,49 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 14.551 | 7,63 | 138 | 2,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 40.020 | 1,80 | 380 | -3,07 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.088.357 | 23,66 | 10.329 | 17,82 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 236.250 | 2,16 | 2.242 | -2,65 |
