FT / Franklin Universal Trust - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
| Ejer |
Egenkapitalværdi
($1000) |
Opkaldsværdi
($1000) |
Sæt værdi
($1000) |
Netto Lang/Kort
($1000) |
|
Wells Fargo & Company/mn
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Geneos Wealth Management Inc.
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Raymond James Financial Inc
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Northwestern Mutual Wealth Management Co
|
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Integrated Wealth Concepts LLC
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Moloney Securities Asset Management, LLC
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Stratos Wealth Partners, LTD.
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Uncommon Cents Investing LLC
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Cambridge Investment Research Advisors, Inc.
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JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
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Ashton Thomas Securities, Llc
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North Capital, Inc.
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Royal Bank Of Canada
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Mb, Levis & Associates, Llc
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LPL Financial LLC
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Bridgewealth Advisory Group, LLC
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Ameritas Advisory Services, LLC
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Bank Of America Corp /de/
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MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares
|
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Pathstone Holdings, LLC
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
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PFG Investments, LLC
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Cetera Investment Advisers
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Morgan Stanley
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Hennion & Walsh Asset Management, Inc.
|
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Goldman Sachs Group Inc
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Stifel Financial Corp
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Advisors Asset Management, Inc.
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Harbour Investments, Inc.
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Landscape Capital Management, L.l.c.
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Pnc Financial Services Group, Inc.
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Oppenheimer & Co Inc
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WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
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GWM Advisors LLC
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Susquehanna International Group, Llp
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McIlrath & Eck, LLC
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Shaker Financial Services, LLC
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Westchester Capital Management, LLC
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Advisor Group Holdings, Inc.
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AdvisorNet Financial, Inc
|
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Wolverine Asset Management Llc
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Koshinski Asset Management, Inc.
|
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HighTower Advisors, LLC
|
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Blue Bell Private Wealth Management, Llc
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Commonwealth Equity Services, Llc
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RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
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UBS Group AG
|
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Kovitz Investment Group Partners, LLC
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Seacrest Wealth Management, Llc
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CoreCap Advisors, LLC
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Clear Creek Financial Management, LLC
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