Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF, omfatter Code Waechter LLC, St. Louis Trust Co, Riversedge Advisors, Llc, Wealth Enhancement Advisory Services, Llc, Washington Capital Management Inc, Meridian Wealth Management, LLC, Christopher J. Hasenberg, Inc, Insight 2811, Inc., CI Private Wealth, LLC, Provident Investment Management, Inc., Strategic Blueprint, LLC, Bank Of America Corp /de/, Silicon Valley Capital Partners, Bokf, Na, og Keener Financial Planning 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2.196 | 251 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.814 | 448 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 135 | 17,39 | 15 | 25,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 271 | 32 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 59.866 | 88,16 | 6.851 | 101,47 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 12.290 | 1.406 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 2.435 | 279 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3.141 | 4,46 | 359 | 11,84 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.005 | 60,42 | 573 | 71,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.568 | 27,04 | 1.553 | 36,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.977 | 2,84 | 455 | 10,17 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2.614 | 1,16 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2.248 | 257 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 241.107 | 9,55 | 27.590 | 17,29 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10.614 | 1,81 | 1.215 | 8,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43.800 | 19,17 | 5.012 | 27,60 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29.845 | 3.415 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23.493 | 192,89 | 2.688 | 213,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.468 | 69,09 | 397 | 82,49 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6.404 | 15,99 | 742 | 34,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 123,96 | 25 | 140,00 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 65.643 | 0,05 | 7.511 | 7,12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23.738 | 122,60 | 3 | 100,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 28 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 57.740 | 5,42 | 6.607 | 3,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.942 | 0,30 | 1.023 | 7,46 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2.402 | 275 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4.877 | 558 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20.056 | 45,67 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5.142 | 7,82 | 588 | 15,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32.983 | 9,94 | 3.774 | 8,17 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15.188 | 5,30 | 1.738 | 12,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10.113 | 4,38 | 1.157 | 11,79 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 84 | 10 | ||||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 71.911 | 12,83 | 8.229 | 20,80 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1.753 | 205 | ||||||
| 2025-08-26 | 13F | Provident Investment Management, Inc. | 1.954 | 224 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22.404 | 102,99 | 2.564 | 117,39 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 138 | 16 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 143.350 | 2,21 | 16.404 | 9,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9.186 | 6,37 | 1 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6.339 | 11,23 | 725 | 19,05 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 10.085 | 14,75 | 1.154 | 22,90 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1.151 | 10,67 | 132 | 18,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137.693 | 5,14 | 15.756 | 12,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12.374 | 1,40 | 1.416 | 8,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3.143 | 360 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 49 | 6 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.511 | 3,39 | 402 | 10,77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 10.430 | 10,41 | 1.194 | 18,24 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 4.373 | 22,15 | 500 | 30,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1.920 | 220 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10.273 | 7,84 | 1.176 | 15,42 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 46.367 | 5.306 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1.794 | 211 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 4.300 | 104,76 | 492 | 119,64 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36.081 | 3,28 | 4.129 | 10,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21.595 | 0,55 | 2.471 | 7,67 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 3.500 | 401 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.806 | 26,12 | 207 | 34,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 1.000 | 114 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23.445 | 37,77 | 2.683 | 47,52 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3.216 | 20,58 | 368 | 29,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 206.914 | 0,72 | 23.677 | 7,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36.685 | 36,59 | 4.199 | 46,31 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 17.011 | 1,20 | 1.951 | 8,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.270 | 469,33 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1.800 | 206 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 731 | 84 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3.728 | 37,46 | 427 | 47,40 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 751 | 305,95 | 86 | 347,37 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5.085 | 0,16 | 582 | 7,20 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2.498 | 0,20 | 287 | 7,89 |
