Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nestlé S.A. - Depositary Receipt (Common Stock) inkluderar ENDW - Cambria Endowment Style ETF, RMG Wealth Management LLC, Nbc Securities, Inc., Hara Capital LLC, Westside Investment Management, Inc., och Wealth Preservation Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 891 | 184 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 4 713 | 13,95 | 468 | 5,17 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 4 747 | 4,17 | 471 | 2,17 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 308 | 0,33 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 4 790 | 2,13 | 447 | −9,70 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 108 | 2,86 | 11 | 0,00 | ||||
| 2025-07-31 | 13F | Saybrook Capital /nc | 75 334 | 0,14 | 7 482 | −1,68 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 11 300 | 1 122 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 9 269 | 114,86 | 918 | 110,80 | ||||
| 2025-06-27 | NP | SPWO - SP Funds S&P World (ex-US) ETF | 8 451 | 30,94 | 901 | 64,23 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 10 743 | 18,54 | 1 067 | 12,09 | ||||
| 2025-05-27 | NP | GMOI - GMO International Value ETF | 11 661 | 348,16 | 1 180 | 456,13 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 552 | 0 | ||||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 22 767 | 1,49 | 2 261 | −0,35 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 51 889 | 0,31 | 5 154 | −1,53 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 30 263 | 24,65 | 2 997 | 22,24 | ||||
| 2025-08-25 | NP | AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178 302 | 39,62 | 17 709 | 35,36 | ||||
| 2025-08-14 | 13F | Beck Mack & Oliver Llc | 18 290 | 0,55 | 1 817 | −1,30 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 37 036 | 7,58 | 3 668 | 5,49 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 613 | 37,44 | 61 | 33,33 | ||||
| 2025-08-26 | NP | QLTI - GMO International Quality ETF | 19 394 | 36,62 | 1 926 | 34,12 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 21 | 2 000,00 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 63 529 | 0,74 | 6 310 | −1,11 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 5 236 | 1,08 | 520 | −0,76 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 590 | 350,42 | 157 | 348,57 | ||||
| 2025-07-25 | NP | MFSV - MFS Active Value ETF | 10 981 | 5,72 | 1 170 | 16,67 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 465 | 5,16 | 343 | 3,31 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 307 | 31 | ||||||
| 2025-06-27 | NP | DIVD - Altrius Global Dividend ETF | 1 800 | 44,23 | 192 | 80,19 | ||||
| 2025-06-26 | NP | MSTFX - Morningstar International Equity Fund | 54 065 | 2,65 | 5 763 | 28,76 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 7 874 | 27,43 | 782 | 25,12 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 40 | 4 | ||||||
| 2025-08-27 | NP | TACLX - Touchstone Large Cap Fund Class A | 72 757 | 0,45 | 7 226 | −1,38 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 537 | 270 | ||||||
| 2025-06-17 | NP | GSBIX - Goldman Sachs Income Builder Fund Institutional | 82 749 | 0,23 | 8 820 | 25,73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 320 | 53,10 | 628 | 50,36 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 700 | 465 | ||||||
| 2025-08-26 | NP | Franklin Templeton ETF Trust - Franklin Income Focus ETF | 20 400 | 20,57 | 2 026 | 18,41 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 140 | 213 | ||||||
| 2025-08-11 | 13F | Mar Vista Investment Partners Llc | 57 337 | 4,04 | 5 695 | 2,13 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman Core Equity ETF | 8 657 | 17,51 | 922 | 29,86 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 145 | 2,11 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 1 135 | 113 | ||||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 27 427 | 2,23 | 2 716 | 0,26 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 182 | 18 | ||||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 22 629 | 0,65 | 1 923 | −15,29 | ||||
| 2025-03-28 | NP | FQUAX - AMG FQ Long-Short Equity Fund Class N | 17 970 | 6,27 | 1 527 | −4,44 | ||||
| 2025-06-18 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 | 45 966 | 1 330,63 | 4 900 | 1 694,51 | ||||
| 2025-06-26 | NP | Elevation Series Trust - The Opal International Dividend Income ETF | 12 422 | 193,73 | 1 324 | 268,80 | ||||
| 2025-07-01 | 13F | Cullen Investment Group, Ltd. | 7 532 | 0,97 | 748 | −1,97 |
