Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Senior Income Trust, omfatter Integrity Alliance, Llc., Olistico Wealth, LLC, Milestones Private Investment Advisors LLC, Lido Advisors, LLC, New England Capital Financial Advisors LLC, og Ancora Advisors, 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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | LPL Financial LLC | 2.437.201 | 21,58 | 9.261 | 23,20 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.866 | 55,76 | 22 | 57,14 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 51.705 | 4,67 | 196 | 5,95 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 519.162 | 15,30 | 1.973 | 10,91 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 34.691 | 0,09 | 132 | 1,55 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 29.708 | 0,15 | 113 | 1,82 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9.900 | 607,14 | 38 | 640,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 187.542 | 12,67 | 712 | 14,10 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 1.122.982 | 12,45 | 4.267 | 13,94 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 10.005 | 38 | ||||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2.159.530 | 6,37 | 8.206 | 7,79 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 500 | 2 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 349.244 | 12,50 | 1.327 | 14,00 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 598 | 2 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 134.437 | 180,51 | 511 | 184,92 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3.940.291 | 12,64 | 14.973 | 14,15 | ||||
2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 489.939 | 18,74 | 1.813 | 5,84 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 93.682 | 57,63 | 356 | 59,91 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 438.005 | 0,87 | 1.664 | 2,21 | ||||
2025-08-13 | 13F | Invesco Ltd. | 1.607.777 | 24,46 | 6.110 | 26,11 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28.881 | 110 | ||||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 431 | 3,11 | 2 | 0,00 | ||||
2025-08-07 | 13F | Illumine Investment Management, LLC | 95.785 | 1,61 | 364 | 2,83 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 22.992 | 819,68 | 87 | 866,67 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 252.711 | 8,74 | 960 | 10,22 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 14.865 | 3,12 | 56 | 3,70 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 394.568 | 14,12 | 1.499 | 15,66 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 14.000 | 53 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9.403 | 36 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26.287 | 43,75 | 100 | 45,59 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 181.570 | 6,98 | 690 | 8,33 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 4.205.710 | 3,05 | 16 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 92.252 | 44,64 | 351 | 46,44 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 231.699 | 11,57 | 880 | 13,11 | ||||
2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25.728 | 95 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 73.372 | 115,80 | 279 | 118,90 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 14.755 | 10,21 | 56 | 12,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 100.075 | 2,25 | 380 | 3,54 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.958 | 7,52 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 18.429 | 53,18 | 70 | 55,56 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 939 | 4 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 57.358 | 113,82 | 218 | 117,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60.969 | 0,06 | 232 | 1,32 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 32.338 | 10,91 | 123 | 11,93 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 15.311 | 58 | ||||||
2025-08-28 | NP | YYY - Amplify High Income ETF | 4.162.840 | 2,00 | 15.819 | 3,35 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 13.839 | 53 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14.889 | 2,06 | 57 | 3,70 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 23.891 | 0,17 | 91 | 1,12 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 42.303 | 5,78 | 161 | 7,38 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 39.703 | 84,34 | 151 | 87,50 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 321.437 | 113,91 | 1.221 | 116,87 | ||||
2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 908.173 | 14,93 | 3.451 | 16,47 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 41.430 | 157 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 519.094 | 4,43 | 1.973 | 5,79 |