BNT / Brookfield Wealth Solutions Ltd. - Institutionellt ägande - Köpare

Brookfield Wealth Solutions Ltd.
US ˙ NYSE ˙ BMG174341047

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Brookfield Wealth Solutions Ltd. inkluderar Citadel Advisors Llc, Alliancebernstein L.p., Schonfeld Strategic Advisors LLC, Arkadios Wealth Advisors, Woodbridge CO LTD, WSML - iShares MSCI World Small-Cap ETF, Strategic Wealth Partners, Ltd., Deutsche Bank Ag\, PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF, GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF, Raymond James Financial Inc, NewSquare Capital LLC, Sagard Holdings Management Inc., Trust Co Of Vermont, Geneos Wealth Management Inc., Hilltop National Bank, Scarborough Advisors, LLC, och Larson Financial Group 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
(%)
2025-08-14 13F D. E. Shaw & Co., Inc. 8 465 524
2025-08-14 13F Goldman Sachs Group Inc 54 870 13,44 3 390 34,32
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid 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 772 41
2025-05-27 NP FDT - First Trust Developed Markets ex-US AlphaDEX 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 17 541 1,59 917 −7,75
2025-08-12 13F Aviso Financial Inc. 19 72,73 1
2025-08-08 13F Larson Financial Group LLC 0 0
2025-08-14 13F Raymond James Financial Inc 267 17
2025-08-14 13F Millennium Management Llc 42 402 2 620
2025-07-21 13F Hilltop National Bank 2 0
2025-07-28 NP AVDVX - Avantis International Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies 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 7 300 15,87 428 16,99
2025-07-18 13F Trust Co Of Vermont 11 1
2025-08-12 13F Jpmorgan Chase & Co 1 215 1 235,16 75 1 775,00
2025-08-11 13F TD Waterhouse Canada Inc. 2 478 2,74 153 19,53
2025-08-14 13F Woodbridge CO LTD 2 034 126
2025-08-13 13F Russell Investments Group, Ltd. 4 773 8,85 294 28,38
2025-08-12 13F Deutsche Bank Ag\ 1 041 64
2025-07-29 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 788 3,68 46 4,55
2025-08-12 13F Legal & General Group Plc 62 769 400,59 3 873 491,15
2025-08-05 13F Scarborough Advisors, LLC 1 0
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp 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 231 4,05 14 27,27
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 593 98
2025-08-27 NP QCGLRX - Global Equities Account Class R1 487 7,74 30 30,43
2025-08-14 13F Sagard Holdings Management Inc. 19 1
2025-06-24 NP SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management 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 4 954 12,26 267 −1,12
2025-08-15 13F Morgan Stanley 16 852 0,71 1 041 19,24
2025-08-14 13F Toronto Dominion Bank 166 736 2,88 10 278 21,41
2025-08-14 13F Federation des caisses Desjardins du Quebec 8 630 49,57 488 62,67
2025-08-12 13F Proequities, Inc. 0 0
2025-05-08 13F Geneos Wealth Management Inc. 10 1
2025-07-23 13F Shell Asset Management Co 1 168 1,13 0
2025-08-13 13F Mackenzie Financial Corp 59 021 12,57 3 651 33,26
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 6 367 0,36 393 18,73
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp 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 11 583 3,17 715 21,84
2025-08-14 13F Schonfeld Strategic Advisors LLC 4 303 266
2025-08-20 NP HWTIX - International Small Cap Diversified Value Fund Class Z 370 12,12 23 29,41
2025-08-14 13F Wells Fargo & Company/mn 1 376 0,22 85 19,72
2025-07-22 NP GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF 584 34
2025-07-28 13F Td Asset Management Inc 112 106 183,78 6 916 235,08
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 728 113,49 39 116,67
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock 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 26 130 0,67 1 407 −11,29
2025-08-11 13F FSA Wealth Management LLC 2 0
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock 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 29 667 9,67 1 598 −3,39
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1 942 114
2025-07-15 13F Public Employees Retirement System Of Ohio 8 777 28,66 542 51,97
2025-08-05 13F NewSquare Capital LLC 45 3
2025-08-14 13F Citadel Advisors Llc 6 687 413
2025-08-08 13F Pnc Financial Services Group, Inc. 301 5,24 19 28,57
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 1 143 80,57 67 83,33
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp 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 12 807 172,08 790 222,45
2025-08-14 13F Alliancebernstein L.p. 5 868 363
2025-08-14 13F Ubs Asset Management Americas Inc 18 756 21,37 1 159 43,67
2025-08-29 NP MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2 920 2,03 181 20,81
2025-07-11 13F Farther Finance Advisors, LLC 7 133,33 0
2025-08-04 13F Arkadios Wealth Advisors 3 350 207
Other Listings
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