Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF, omfatter Jordan Park Group LLC, Gotham Asset Management, LLC, Francis Financial, Inc., Quantum Capital Management, LLC / NJ, Brio Consultants, LLC, Glenmede Investment Management, LP, Main Street Financial Solutions, LLC, Williams & Novak, LLC, Midwest Trust Co, Monograph Wealth Advisors, Llc, Callan Family Office, LLC, Skopos Labs, Inc., W Advisors, Llc, XY Planning Network, Inc., Congress Wealth Management LLC / DE /, Private Management Group Inc, Grimes & Company, Inc., Wbi Investments, Inc., Outlook Wealth Advisors, LLC, og Matauro, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2.105 | 0,10 | 591 | 10,88 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2.760 | 775 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1.025 | 288 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 1.377 | 387 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1.663 | 1,53 | 467 | 12,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2.155 | 0,94 | 1 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 834 | 234 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.280 | 0,31 | 360 | 10,80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 25.031 | 0,02 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5.446 | 0,29 | 1.530 | 10,96 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 278 | 78 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6.880 | 1.932 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 68.468 | 6.113,07 | 19.230 | 6.792,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.479 | 2.943 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 905 | 0,22 | 254 | 10,92 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 8.377 | 2.353 | 604,19 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35.325 | 159,53 | 9.921 | 187,15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 297.817 | 0,01 | 83.645 | 10,65 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 1.646 | 462 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103.008 | 29,75 | 28.931 | 43,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 289.764 | 7,76 | 81.383 | 19,22 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.544 | 434 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 140.494 | 0,22 | 39.459 | 10,87 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 8.985 | 23,34 | 2.523 | 36,45 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20.049 | 5.631 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 125 | 0,81 | 35 | 12,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 182 | 30,00 | 51 | 45,71 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 92.406 | 80,04 | 25.953 | 99,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 9.354 | 2.627 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.011 | 1.688 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5.516 | 1.549 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 520.090 | 106,01 | 146.072 | 127,92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 919 | 258 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 19.041 | 0,74 | 5.348 | 11,44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 2.466 | 0,28 | 693 | 10,90 | ||||
| 2025-07-28 | NP | VCGAX - Growth & Income Fund | 53.023 | 2.842,45 | 14.211 | 2.818,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67.038 | 137,59 | 18.736 | 162,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 221.773 | 0,01 | 62.287 | 10,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 171 | 10,32 | 48 | 20,51 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1.855 | 521 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2.464 | 1 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 86.323 | 24.245 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.983 | 4,58 | 2.523 | 15,69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.105 | 5,88 | 2.276 | 17,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.778 | 7,13 | 780 | 18,54 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 909 | 12,78 | 255 | 25,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 97.062 | 0,67 | 27.261 | 11,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9.377 | 583,45 | 3 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1.534 | 0,26 | 431 | 5,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.460 | 410 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2.369 | 6,71 | 665 | 18,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22.553 | 1,28 | 6.334 | 14,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 216.413 | 3.660,43 | 60.782 | 4.063,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 935 | 0,11 | 263 | 10,55 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1.202 | 8,78 | 338 | 20,36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 36.927 | 7,82 | 10.371 | 19,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2.406 | 0,04 | 676 | 10,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.574 | 2.689 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.401 | 5,66 | 394 | 16,96 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1.892 | 3,16 | 531 | 14,19 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 67.202 | 8,20 | 18.874 | 19,71 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 215 | 60 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65.437 | 20,20 | 18.379 | 32,99 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 64.771 | 2,97 | 18.192 | 13,92 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 741 | 208 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 151.668 | 7,79 | 42.597 | 19,26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 735 | 206 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 88.151 | 6,70 | 24.758 | 18,05 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 786.779 | 1,95 | 220.974 | 12,78 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 28.101 | 0,09 | 7.893 | 10,73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1.574 | 1,68 | 458 | 13,68 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 823 | 231 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.526 | 3.079,17 | 429 | 3.466,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 805 | 0,12 | 226 | 10,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1.073 | 2,68 | 301 | 13,58 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 2.163 | 1,17 | 608 | 11,99 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.325 | 6,00 | 372 | 17,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 31 | 3,33 | 9 | 14,29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8.109 | 1,49 | 2.277 | 12,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92.004 | 17,94 | 26 | 31,58 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5.392 | 1,72 | 1.514 | 12,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41.589 | 0,74 | 11.681 | 11,45 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 67.658 | 6,63 | 19.002 | 17,97 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1.425 | 23,91 | 400 | 37,46 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.362 | 0,04 | 1.553 | 15,82 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4.952 | 3,38 | 1.391 | 14,40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.128.271 | 26,95 | 316.886 | 40,46 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 16.051 | 4.508 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 789.235 | 0,86 | 221.665 | 11,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 222 | 0,45 | 62 | 10,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.323 | 9,04 | 3.180 | 20,64 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 392 | 24,05 | 110 | 37,50 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3.480 | 1,16 | 977 | 11,91 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7.708 | 2.165 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 115 | 32 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 973 | 0,21 | 273 | 10,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 486 | 136 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9.710 | 2,65 | 2.727 | 13,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 254 | 122,81 | 71 | 153,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 31.743 | 2,07 | 8.915 | 12,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 230 | 7.566,67 | 65 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 34.268 | 7,04 | 9.625 | 18,42 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 246.576 | 34,91 | 69.253 | 49,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.642 | 1,80 | 461 | 12,71 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 62.725 | 8,64 | 18 | 21,43 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23.279 | 14,72 | 6.538 | 26,93 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 784 | 220 | 5,26 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1.574 | 30,08 | 442 | 43,97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11.689 | 7,53 | 3.283 | 18,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47.003 | 5,06 | 13.201 | 16,24 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 748 | 210 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7.146 | 786,60 | 2.007 | 883,82 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 1.904 | 19,52 | 535 | 32,18 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17.627 | 1,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 876 | 0,81 | 246 | 11,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3.997 | 1,22 | 1.123 | 11,98 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4.586 | 1.288 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 100 | 28 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 36.523 | 1,03 | 10.258 | 11,77 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1.118 | 0,36 | 314 | 10,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.045 | 0,59 | 574 | 11,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8.813 | 17,60 | 2.475 | 30,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44.213 | 4,26 | 12.418 | 15,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 209.360 | 66,16 | 59.113 | 90,60 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 794 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2.269 | 0,22 | 654 | 13,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 117.588 | 5,41 | 33.026 | 16,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 104.724 | 0,83 | 29.413 | 11,55 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 1.840 | 517 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 33.134 | 12,39 | 9.306 | 24,35 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7.735 | 54,92 | 2.172 | 71,43 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 4.576 | 0,99 | 1.285 | 11,74 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 20.360 | 18,31 | 5.719 | 30,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.010 | 91,80 | 2.812 | 112,31 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 5.828 | 143,04 | 1.637 | 169,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 264.550 | 34,28 | 74.302 | 48,56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8.965 | 12,55 | 2.518 | 24,48 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 17 | 5 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 164.904 | 1,56 | 46.315 | 12,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13.596 | 112,50 | 3.818 | 135,10 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 | 100,00 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52.246 | 6,13 | 15 | 16,67 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 25 | 7 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 98 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 416.572 | 5,59 | 116.998 | 16,82 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 34.346 | 0,03 | 9.646 | 10,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 877 | 246 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3.726 | 71,78 | 1.047 | 90,18 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5.238 | 412,02 | 1.471 | 467,95 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 58.129 | 11,57 | 16.326 | 23,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 752 | 7,43 | 211 | 19,21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 59.646 | 18,65 | 16.752 | 31,27 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3.076 | 0,59 | 864 | 11,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 279.250 | 14,86 | 78.430 | 27,08 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 844 | 237 | ||||||
| 2025-07-21 | 13F | Matauro, Llc | 736 | 207 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 785.817 | 16,65 | 220.705 | 29,06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8.820 | 97,62 | 2.477 | 118,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28.914 | 18,48 | 8 | 33,33 |
