Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Western Asset Diversified Income Fund, omfatter Baird Financial Group, Inc., Merit Financial Group, LLC, Newbridge Financial Services Group, Inc., Global Retirement Partners, LLC, Principal Securities, Inc., Allworth Financial LP, og Decker Retirement Planning 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 42.500 | 25,00 | 631 | 28,31 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 9.379 | 3,12 | 139 | 6,11 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 100 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 438.469 | 2,87 | 6.507 | 5,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39.665 | 8,02 | 589 | 10,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.954 | 3,11 | 207 | 6,15 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.392 | 83,25 | 50 | 92,31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.216 | 1,09 | 0 | |||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66.821 | 7,15 | 982 | 5,03 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22.377 | 158,54 | 332 | 165,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.502 | 22 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25.159 | 22,68 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.252.927 | 3,05 | 19 | 5,88 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 42.740 | 25,15 | 634 | 28,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4.742 | 70 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 125 | 400,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 400 | 6 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23.466 | 22,99 | 348 | 26,55 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 169.729 | 4,24 | 2.519 | 7,06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.047.093 | 2,19 | 15.539 | 4,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 143.759 | 34,98 | 2.133 | 38,69 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 109.686 | 12,84 | 1.628 | 15,88 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 200 | 3 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 153.048 | 3,27 | 2.271 | 6,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.739 | 555,54 | 100 | -8,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 128.331 | 2,55 | 1.904 | 5,31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74.878 | 44,32 | 1.111 | 48,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 30.768 | 10,90 | 457 | 14,00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 27.990 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10.373 | 2,45 | 154 | 4,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44.055 | 2,36 | 1 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 436.282 | 31,78 | 6.474 | 35,35 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31.872 | 473 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1.240.157 | 2,00 | 18.404 | 4,75 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 257.006 | 1.596,07 | 3.814 | 1.649,08 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 10.300 | 154 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35.491 | 105,34 | 527 | 111,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.620 | 172 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 40.147 | 3,08 | 596 | 5,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 26.717 | 8,88 | 396 | 11,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300.170 | 27,02 | 4 | 33,33 |
