Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF, omfatter IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares, Stephens Inc /ar/, Global Retirement Partners, LLC, Kingsview Wealth Management, LLC, Kestra Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Sterling Group Wealth Management, LLC, Portland Financial Advisors Inc, og Coastal Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.292 | 265 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 158.418 | 61,66 | 7.945 | 61,59 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 20.236 | 4,68 | 1.015 | 4,64 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 67.075 | 12,14 | 3.364 | 12,10 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5.522 | 277 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 16.700 | 13,61 | 838 | 13,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.207.827 | 17,77 | 110.723 | 17,72 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 11.290 | 3,39 | 566 | 3,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29.882 | 37,91 | 1.499 | 37,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 365.523 | 9,97 | 18.331 | 9,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57.354 | 6,47 | 2.876 | 6,44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19.806 | 30,70 | 993 | 30,66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7.736 | 55,65 | 388 | 55,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.859 | 1,03 | 294 | 1,03 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 83.599 | 4.192 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.094 | 255 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 55.668 | 52.917,14 | 2.792 | 55.720,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 35.815 | 2,36 | 1.796 | 2,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 7 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47.757 | 57,65 | 2.395 | 57,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82.669 | 71,54 | 4.133 | 71,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29.089 | 1,49 | 1.459 | 1,46 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 755 | 38 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.157 | 1,05 | 760 | 1,06 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 200.214 | 1.161,75 | 10.041 | 1.161,31 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.766 | 239 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.218 | 1,00 | 61 | 1,67 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares | 41.697 | 2.091 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80.592 | 4.042 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 13.407 | 2,49 | 672 | 2,44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61.606 | 6,01 | 3.090 | 5,97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 266.426 | 20,28 | 13.361 | 20,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.989 | 0,02 | 551 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37.153 | 19,24 | 1.863 | 19,19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 838.226 | 22,31 | 42.037 | 22,26 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17.513 | 3,02 | 878 | 3,05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16.409 | 162,71 | 823 | 162,62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19.337 | 9,44 | 970 | 9,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.273 | 164 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7.094 | 5,57 | 356 | 5,34 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13.572 | 7,66 | 681 | 7,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 565.743 | 31,89 | 28.372 | 31,84 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4.996 | 0,42 | 251 | 0,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 54.692 | 18,39 | 2.743 | 18,34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 10.587 | 2,00 | 531 | 1,92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 10.030 | 29,40 | 503 | 29,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67.332 | 92,93 | 3.377 | 92,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 350 | 250,00 | 18 | 240,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4.400 | 221 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114.742 | 8,96 | 5.754 | 8,92 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4.661 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15.746 | 38,82 | 790 | 38,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.469 | 274 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 83.272 | 316,78 | 4.176 | 316,77 |
