Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AB Active ETFs, Inc. - AB Ultra Short Income ETF, omfatter Wedbush Securities Inc, Atlas Private Wealth Advisors, Kensington Asset Management, LLC, KAGCX - Kensington Dynamic Growth Fund Class C Shares, VestGen Advisors, LLC, Claro Advisors LLC, S.A. Mason LLC, og Colonial Trust Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.131 | 11,72 | 463 | 11,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106.901 | 16,14 | 5.416 | 16,25 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1.675 | 85 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4.804 | 243 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2.353 | 119 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 100.131 | 5.073 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4.450 | 256,00 | 225 | 257,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.426.479 | 8,93 | 173.585 | 9,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 506.870 | 9,66 | 25.678 | 9,77 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.419 | 0,87 | 275 | 1,11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 400.580 | 101,33 | 20.293 | 101,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17.466 | 885 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 12.913 | 0,28 | 654 | 0,46 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15.198 | 2,20 | 770 | 2,26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 178.833 | 5,23 | 9.060 | 5,34 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 100.131 | 5.073 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 186.192 | 9.432 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 77.249 | 10,60 | 3.899 | 10,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.476 | 0,70 | 632 | 0,80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 352.154 | 18 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 17.318 | 4,38 | 877 | 4,53 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 11.597 | 69,97 | 587 | 70,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.718 | 340 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 15.007.157 | 8,56 | 760.263 | 8,67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 26.034 | 13,84 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 221.518 | 29,19 | 11.225 | 29,31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26.676 | 5,52 | 1.351 | 5,63 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 178.620 | 10,64 | 9.049 | 10,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 410.544 | 25,06 | 20.798 | 25,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.797 | 902 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19.100 | 968 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 195.178 | 7,72 | 9.888 | 7,82 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 15.276 | 15,08 | 774 | 15,20 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 125.714 | 6.369 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 18.158 | 9,46 | 920 | 9,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 516.581 | 7,90 | 26.170 | 8,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 27.611 | 4,15 | 1.399 | 4,25 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 793.289 | 9.882,24 | 40.188 | 9.897,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51.881 | 1,45 | 2.628 | 1,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12.594 | 103,79 | 638 | 104,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392.569 | 2,61 | 19.888 | 2,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.892 | 0,14 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12.229 | 418,40 | 620 | 420,17 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 32.590 | 12,95 | 1.651 | 13,08 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 19.874 | 301,01 | 1.007 | 302,40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105.257 | 28,96 | 5.332 | 29,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27.917 | 3,54 | 1.408 | 3,15 |
