Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF, omfatter Flow Traders U.s. Llc, Modern Wealth Management, LLC, Morgan Stanley, Comerica Bank, Us Bancorp \de\, og Clarity Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10.801 | 0,62 | 110 | 0,93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13.577 | 0,90 | 142 | 4,41 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68.203 | 0,48 | 713 | 3,63 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 76.557 | 6,52 | 801 | 9,89 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 450.265 | 1,08 | 4.710 | 4,25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 475 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 194.704 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 260.878 | 0,20 | 2.729 | 3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 494 | 5 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3.574 | 37 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1.354.319 | 3,35 | 14.166 | 6,62 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 16.594 | 12,51 | 174 | 16,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 22.810 | 3,46 | 231 | 3,59 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 283 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29.715 | 2,64 | 311 | 8,39 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 68.106 | 2,21 | 712 | 5,48 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1.216.550 | 1,42 | 12.725 | 4,62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24.990 | 29,85 | 261 | 44,44 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3.274.148 | 1,12 | 34.248 | 4,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 208.987 | 42,75 | 2.186 | 47,30 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10.772 | 18,65 | 113 | 21,74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 35.410 | 370 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 552.677 | 3,93 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 716.314 | 4,48 | 7.493 | 7,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 19.815 | 18,61 | 207 | 22,49 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20.241 | 30,65 | 212 | 34,39 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 180.790 | 0,25 | 1.891 | 3,45 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 77.512 | 18,27 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 869 | 0,93 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 307.342 | 6,21 | 3.215 | 9,54 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 75.013 | 1,68 | 785 | 4,81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 98.584 | 2,36 | 1.031 | 5,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.538.128 | 50,58 | 37.009 | 55,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 949.072 | 49.851,16 | 9.927 | 52.147,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 248.110 | 140,11 | 2.595 | 147,85 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 481.734 | 33,26 | 5.039 | 37,46 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 198.362 | 0,73 | 2.075 | 3,91 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1.402 | 1,01 | 0 |
