Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Institutional Index Funds - Vanguard Ultra-Short Treasury ETF, omfatter RFP Financial Group LLC, Pines Wealth Management, LLC, Hikari Power Ltd, Goldman Sachs Group Inc, Steele Capital Management, Inc., Baird Financial Group, Inc., Attessa Capital LLC, Culbertson A N & Co Inc, Integrated Wealth Concepts LLC, Sentinus, LLC, Modera Wealth Management, LLC, Creative Planning, Graney & King, LLC, Bnp Paribas Arbitrage, Sa, National Bank Of Canada /fi/, Asset Dedication, LLC, Umb Bank N A/mo, Harbour Investments, Inc., Jpmorgan Chase & Co, og Comerica Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 26.026 | 1.969 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 8.220 | 70,86 | 620 | 70,80 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 17.264 | 68,66 | 1.306 | 69,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.235 | 93 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 16.019 | 220,38 | 1.212 | 221,22 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 28.057 | 12,04 | 2.123 | 12,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 11.514 | 15,07 | 871 | 15,36 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6.548 | 495 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.584 | 120 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9.543 | 75,42 | 722 | 76,10 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 51.992 | 47,22 | 3.934 | 47,58 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 799 | 140,66 | 60 | 140,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 386 | 29 | ||||||
| 2026-04-23 | 13F | Simmons Bank | 3.683 | 23,72 | 279 | 24,11 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 21.897 | 292,77 | 1.657 | 294,29 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 7.700 | 583 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 12.408 | 148,16 | 939 | 148,81 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 138.543 | 213,23 | 10.482 | 214,11 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 29.994 | 10,90 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 280.450 | 21.219 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 22.250 | 1.683 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 72.598 | 5.493 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2.628 | 199 | ||||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 14.952 | 25,50 | 1.131 | 25,81 | ||||
| 2026-05-05 | 13F | UBS Group AG | 154.167 | 117,50 | 11.664 | 118,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 8.762 | 0,54 | 663 | 0,76 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 255.581 | 0,53 | 19.290 | 0,48 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 8.962 | 20,42 | 678 | 20,86 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 16.448 | 1.244 | ||||||
| 2026-04-30 | 13F | Hikari Power Ltd | 136.950 | 10 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 200 | 15 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 174.037 | 13.168 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 240.647 | 16,51 | 18 | 20,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11.438 | 39,01 | 865 | 39,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 33.660 | 284,51 | 2.547 | 285,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 255.670 | 107,75 | 19.344 | 108,28 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 27.656 | 18,49 | 2.087 | 208.600,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 109.751 | 77,52 | 8.304 | 78,01 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 200 | 15 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3.617 | 274 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 4.000 | 303 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 424 | 0,71 | 32 | 3,23 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 122.652 | 473,17 | 9.280 | 474,91 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 578 | 191,92 | 44 | 207,14 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 46.535 | 60,99 | 3.521 | 61,39 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 7.561 | 0,52 | 572 | 0,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 479 | 0,42 | 36 | 2,86 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.512 | 114 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.250 | 83,94 | 1.078 | 84,59 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 5.230 | 4,08 | 396 | 4,22 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 482.261 | 11,78 | 36.488 | 12,07 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 8.188 | 620 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111.336 | 5,62 | 8.400 | 5,59 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 17.521 | 99,58 | 1.326 | 100,15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 50.402 | 845,81 | 3.813 | 848,51 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 10.473 | 0,56 | 792 | 0,89 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 16.688 | 1.263 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 52.619 | 87,60 | 3.981 | 88,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 3.402 | 257 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 2.807 | 212 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.553 | 118 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 77.552 | 599,17 | 5.868 | 600,96 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 843.701 | 428,99 | 63.834 | 430,36 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 10.615 | 0,25 | 803 | 0,50 |
