Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Columbia ETF Trust II - Columbia EM Core ex-China ETF, omfatter Nelson Capital Management, LLC, Fortis Capital Advisors, LLC, Gts Securities Llc, RFG Advisory, LLC, Atomi Financial Group, Inc., WESCAP Management Group, Inc., Halbert Hargrove Global Advisors, Llc, Citigroup Inc, EverSource Wealth Advisors, LLC, Armstrong Advisory Group, Inc, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, og Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 39.424 | 11,10 | 1.348 | 28,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54.742 | 39,95 | 1.871 | 61,99 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 18.168 | 525,62 | 621 | 629,41 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 747.975 | 49,53 | 25.566 | 73,04 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 15.564 | 8,92 | 532 | 25,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.604.767 | 192,92 | 54.851 | 239,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 37.554 | 4,49 | 1.315 | 21,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.942 | 10,97 | 271 | 28,44 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 12.893 | 2,14 | 441 | 18,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.817.275 | 1,62 | 96.294 | 17,61 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 375.720 | 6,74 | 12.842 | 23,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 123.498 | 0,49 | 4.221 | 16,31 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 190.789 | 5,06 | 6.521 | 21,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.908 | 13,02 | 441 | 30,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 306.581 | 1,31 | 10.479 | 17,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.320 | 45 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19.738 | 3,44 | 675 | 19,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30.484 | 28,80 | 1.042 | 48,93 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 649.375 | 1,18 | 22.196 | 17,09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45.048 | 1.540 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90.278 | 3,41 | 3.086 | 19,67 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 47.542 | 0,91 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66.318 | 22,31 | 2.267 | 41,54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20.294 | 22,50 | 694 | 41,72 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45.048 | 1.540 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.623 | 57 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 174.300 | 1,92 | 5.958 | 17,94 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.542 | 87 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 165.093 | 3,04 | 5.643 | 19,23 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 145.076 | 4.959 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9.093 | 23,09 | 311 | 42,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186.594 | 5,28 | 6.378 | 21,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8.715 | 22,09 | 298 | 40,76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1.337 | 46 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 126.097 | 17,66 | 4.310 | 36,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.319.497 | 52,29 | 45 | 80,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 162.735 | 7,90 | 5.562 | 24,88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 789.437 | 1,22 | 26.983 | 17,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 191.962 | 2,93 | 6.561 | 19,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16.185 | 553 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5.136 | 176 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.801 | 301 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 7.947 | 272 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 105.190 | 0,68 | 3.595 | 16,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.753 | 162 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 58.138 | 4,15 | 1.987 | 20,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43.625 | 7,13 | 1.491 | 24,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55.107 | 23,70 | 1.884 | 43,19 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 168.346 | 47,99 | 5.754 | 71,30 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15.685 | 536 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 233.358 | 112,56 | 7.976 | 146,02 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4.724 | 1,40 | 161 | 17,52 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 876.654 | 0,98 | 29.964 | 5,66 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 19.303 | 14,03 | 660 | 32,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 610 | 46,99 | 21 | 66,67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.414 | 219 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 165.093 | 3,04 | 5.643 | 19,23 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 123.229 | 2,12 | 4.212 | 18,15 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8.278 | 5,29 | 283 | 21,55 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55.478 | 19,14 | 1.896 | 37,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 999 | 7,19 | 34 | 25,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.783 | 129 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 127.507 | 2,78 | 4.358 | 18,94 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6.475 | 16,14 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.510 | 21,33 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 291.840 | 468,84 | 9.975 | 557,98 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 90.514 | 2,87 | 3.094 | 19,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 95.127 | 172,95 | 3.251 | 215,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 177.693 | 32,79 | 6.074 | 53,67 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 943.777 | 83,45 | 32.258 | 112,31 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 28.898 | 8,05 | 988 | 25,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 451.576 | 8,92 | 15.435 | 26,04 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25.685 | 53,60 | 878 | 77,89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.904 | 1,90 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80.028 | 3,04 | 2.735 | 19,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116.885 | 586,87 | 3.995 | 694,23 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 98.857 | 3,02 | 3.379 | 19,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34.455 | 127,98 | 1.178 | 163,90 |
