Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Harbor ETF Trust - Harbor Long-Term Growers ETF, omfatter WCG Wealth Advisors LLC, Congress Wealth Management LLC / DE /, SpringVest Wealth Management LLC, Keystone Financial Group, Marquette Associates, Inc., Jones Financial Companies Lllp, og Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Marquette Associates, Inc. | 7.292 | 212 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 60.622 | 30,39 | 1.766 | 54,96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 118.900 | 3.463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 67.670 | 0,21 | 1.971 | 19,11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 382 | 11 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 68.447 | 44,37 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24.396 | 4,23 | 711 | 23,91 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 373.210 | 0,72 | 10.871 | 19,74 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12.570 | 12,83 | 366 | 34,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.390.122 | 32,18 | 101.356 | 61,31 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 465.760 | 3,29 | 13.565 | 22,79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27.096 | 789 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74.876 | 17,95 | 2.181 | 40,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55.147 | 481,11 | 1.606 | 592,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185.402 | 6,51 | 5.400 | 26,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 59.418 | 1,08 | 1.731 | 20,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 843 | 321,50 | 25 | 380,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41.062 | 161,77 | 1.196 | 211,20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6.890 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 550 | 16 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 2.205.542 | 0,57 | 64.236 | 19,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 74.375 | 5,26 | 2.166 | 23,70 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 106.154 | 9,27 | 3.092 | 29,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108.678 | 42,18 | 3.165 | 69,07 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 18.628 | 16,21 | 543 | 38,27 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11.393 | 332 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9.385 | 181,66 | 273 | 237,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14.009 | 0,24 | 408 | 19,30 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 54.045 | 9,04 | 1.574 | 29,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48.132 | 138,90 | 1.402 | 184,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31.290 | 89,52 | 911 | 125,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 432.620 | 3,89 | 12.600 | 23,51 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 18.125 | 528 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26.627 | 776 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54.782 | 41,07 | 1.596 | 67,72 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 154.799 | 8,21 | 4.542 | 44,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17.685 | 6,66 | 515 | 26,85 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7.402 | 0,49 | 216 | 7,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 68.330 | 4,61 | 1.990 | 24,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.166.325 | 26,48 | 150.469 | 50,35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 260.258 | 125,35 | 7.580 | 167,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33.996 | 5,46 | 990 | 25,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.198.247 | 32,63 | 35 | 54,55 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14.988 | 437 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 23.292 | 20,33 | 678 | 43,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.071.365 | 3,62 | 31.204 | 23,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.279 | 16,07 | 96 | 37,68 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 69.180 | 89,64 | 2.015 | 125,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175.656 | 7,91 | 5.116 | 28,26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24.116 | 71,16 | 702 | 103,48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 400.111 | 16,70 | 12 | 37,50 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 39.797 | 21,22 | 1.159 | 44,15 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45.810 | 1,55 | 1.334 | 20,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 99.424 | 9.609,38 | 2.896 | 11.480,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 565.697 | 16,37 | 16.476 | 38,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.780 | 6,66 | 460 | 26,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138.471 | 2,48 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7.630 | 222 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52.100 | 1.517 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7.580 | 221 |
