Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i MidCap Financial Investment Corporation inkluderar Verition Fund Management LLC, MOFTX - Mercer Opportunistic Fixed Income Fund Class I, Peak6 Llc, Axim Planning & Wealth, Private Management Group Inc, Wealthspire Advisors, LLC, Monachil Credit Income Fund, ERNZ - TrueShares Active Yield ETF, SRS Capital Advisors, Inc., Assetmark, Inc, Trust Co Of Vermont, Global Retirement Partners, LLC, och Smallwood Wealth Investment Management, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Group One Trading, L.p. | 699 | 9 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 334 994 | 44,03 | 4 228 | 41,32 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 276 | 3 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10 621 | 0,18 | 134 | −1,47 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 472 254 | 0,10 | 5 960 | −1,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 050 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 105 | 191 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 13 812 738 | 189 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 237 209 | 17,79 | 2 994 | 15,60 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 421 901 | 1,43 | 5 324 | −0,69 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 018 | 126 | ||||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 708 959 | 9,31 | 8 947 | 7,28 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 412 875 | 3,98 | 5 210 | 2,04 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 222 459 | 5,80 | 2 807 | 3,81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 36 643 | 0,97 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 887 140 | 3,52 | 23 816 | 1,58 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 93 857 | 5,07 | 1 | 0,00 | ||||
| 2025-06-18 | NP | Putnam ETF Trust - Putnam BDC ETF - | 709 025 | 28,11 | 8 409 | 8,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 667 288 | 32,19 | 21 041 | 29,72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10 561 | 133 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 33 081 | 417 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 530 | 12,00 | 296 | 9,63 | ||||
| 2025-08-28 | NP | Monachil Credit Income Fund | 10 000 | 126 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77 277 | 1,46 | 975 | −0,41 | ||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 401 393 | 68,35 | 5 066 | 65,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500 | 6 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 518 | 32 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 25 996 | 1,57 | 328 | −0,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12 819 | 3,00 | 162 | 0,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 584 965 | 0,12 | 7 382 | −1,74 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 23 780 | 9,01 | 300 | 7,14 | ||||
| 2025-07-10 | 13F | Security National Bank | 6 044 | 6,11 | 76 | 4,11 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 76 278 | 158,23 | 963 | 153,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 513 | 20 580,43 | 120 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 466 | 6 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 47 589 | 601 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 17 539 | 1,44 | 221 | −0,45 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 2 113 835 | 2,33 | 26 677 | 0,42 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 18 246 | 230 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 112 935 | 44,54 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 186 797 | 3,06 | 2 357 | 1,16 | ||||
| 2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 24 139 | 6,25 | 305 | 4,11 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 10 317 | 130 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 91 955 | 10,91 | 1 160 | 8,82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 2 390 155 | 6,81 | 30 | 7,14 | ||||
| 2025-07-28 | NP | KBWD - Invesco KBW High Dividend Yield Financial ETF This fund is a listed as child fund of Invesco Ltd. 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 | 864 454 | 13,13 | 11 346 | 7,75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 402 636 | 16,63 | 5 081 | 14,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 224 | 26,04 | 41 | 33,33 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 6 075 | 14,28 | 72 | −2,70 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 13 900 | 175 | |||||
| 2025-08-08 | 13F | Creative Planning | 14 539 | 5,62 | 183 | 3,39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 387 | 88,48 | 43 | 82,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 445 | 6 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 731 | 0,59 | 173 | −1,14 | ||||
| 2025-08-13 | 13F | Callodine Capital Management, LP | 500 000 | 22,00 | 6 310 | 19,73 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 256 852 | 0,24 | 3 241 | −1,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 95 698 | 1,59 | 1 208 | −0,25 | ||||
| 2025-08-21 | NP | MOFTX - Mercer Opportunistic Fixed Income Fund Class I | 42 000 | 530 | ||||||
| 2025-08-18 | 13F/A | Apollo Management Holdings, L.P. | 2 388 857 | 0,00 | 30 147 | −1,87 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 80 563 | 17,49 | 1 017 | 23,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 30 384 | 2,09 | 383 | 0,26 | ||||
| 2025-07-25 | NP | First Trust Specialty Finance & Financial Opportunities Fund This fund is a listed as child fund of First Trust Advisors Lp 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 | 140 000 | 115,38 | 1 838 | 105,25 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 328 055 | 4,84 | 4 140 | 2,88 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 11 780 | 149 | ||||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 388 911 | 0,02 | 4 908 | −1,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 371 | 308 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 17 800 | 140,54 | 225 | 135,79 | |||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 23 500 | 20,51 | 297 | 18,40 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 85 220 | 7,73 | 1 075 | 5,70 | ||||
| 2025-07-28 | NP | PEX - ProShares Global Listed Private Equity ETF | 19 829 | 1,22 | 260 | −3,35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 89 492 | 4,59 | 1 129 | 2,64 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73 046 | 3,08 | 922 | 1,10 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15 938 | 3,24 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 119 168 | 12,80 | 1 504 | 10,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48 838 | 8,96 | 616 | 6,94 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 13 777 | 174 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 743 | 1,94 | 199 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 611 877 | 32,91 | 7 722 | 30,42 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 6 706 | 20,63 | 85 | 18,31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 69 158 | 13,65 | 873 | 11,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 660 | 8 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 203 259 | 2,92 | 2 565 | −0,39 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 276 | 3,00 | 92 | 1,11 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 102 | 241 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 514 | 0,93 | 19 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 263 | 43,28 | 243 | 41,28 | ||||
| 2025-08-14 | 13F | Ares Management Llc | 545 532 | 13,17 | 6 885 | 11,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 614 | 26,85 | 83 | 22,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 999 | 37,40 | 467 | 28,37 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 8 804 | 5,41 | 111 | 3,74 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13 956 | 4,42 | 176 | 2,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 466 028 | 33,05 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 246 923 | 1 100,93 | 3 116 | 1 080,30 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 8 773 | 113 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 16 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 291 | 1,13 | 445 | −0,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 103 954 | 4,97 | 1 312 | 2,99 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 772 538 | 18,27 | 9 749 | 16,06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 24 430 | 4,27 | 308 | 2,33 | ||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 271 547 | 11,49 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 725 401 | 329,02 | 9 155 | 321,07 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 624 | 17,96 | 487 | 14,32 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 63 341 | 2 111 266,67 | 799 | −16,34 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 165 155 | 84,02 | 2 084 | 80,59 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 439 | 269,75 | 69 | 277,78 |
