Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Advent Convertible and Income Fund inkluderar Newbridge Financial Services Group, Inc., Tactive Advisors, LLC, Level Four Advisory Services, Llc, L.m. Kohn & Company, Sound Income Strategies, LLC, och GHP Investment Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 29 500 | 28,26 | 357 | 34,72 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 36 752 | 91,44 | 445 | 101,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 509 159 | 7,29 | 6 166 | 12,69 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 805 578 | 21,94 | 9 756 | 28,09 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 165 | 159 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38 109 | 14,43 | 462 | 17,90 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 14 035 | 3,00 | 170 | 7,64 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 10 465 | 3,06 | 127 | 7,69 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 12 361 | 2,50 | 150 | 7,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 849 796 | 7,44 | 10 291 | 12,85 | ||||
| 2025-07-10 | 13F | Stolper Co | 60 997 | 9,72 | 1 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 198 574 | 2,00 | 14 515 | 7,12 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13 441 | 163 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 061 | 2,81 | 49 | 8,89 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15 162 | 184 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 577 | 15,24 | 237 | 21,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 342 294 | 7,66 | 16 255 | 13,08 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 14 270 | 0,63 | 173 | 5,52 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 124 | 3,14 | 353 | 8,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 73 668 | 0,44 | 892 | 5,56 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 24 448 | 296 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 210 914 | 3,05 | 15 | 7,69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 400 | 17 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 26 820 | 18,67 | 325 | 24,62 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 432 898 | 1,99 | 5 242 | 7,13 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 208 677 | 7,04 | 2 527 | 12,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 853 | 163,09 | 337 | 176,23 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 20 261 | 0,14 | 245 | 5,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 284 | 10,38 | 161 | 15,94 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 15 416 | 187 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 689 582 | 4,85 | 8 351 | 10,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127 526 | 5,50 | 1 544 | 10,84 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 46 036 | 1,32 | 557 | 6,50 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 300 | 16 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133 661 | 52,71 | 1 619 | 60,36 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 018 | 1,10 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 021 | 55,13 | 376 | 63,04 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 51 825 | 0,47 | 628 | 5,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 900 | 15,18 | 156 | 20,93 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 049 | 6,75 | 612 | 13,33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 040 | 0,05 | 146 | 5,07 |
