Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Robotics & Artificial Intelligence ETF inkluderar Ausdal Financial Partners, Inc., Wiley Bros.-aintree Capital, Llc, RFG Advisory, LLC, Allen Capital Group, LLC, Sharkey, Howes & Javer, J Hagan Capital, Inc., Warren Averett Asset Management, LLC, James J. Burns & Company, LLC, Skopos Labs, Inc., Intelligence Driven Advisers, LLC, Glenmede Investment Management, LP, CFO4Life Group, LLC, EP Wealth Advisors, Inc., Nwam Llc, AlphaCore Capital LLC, Boreal Capital Management LLC, Team Financial Group, LLC, North Capital, Inc., Evolution Wealth Management Inc., och Total Investment Management 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 26 119 | 9,39 | 853 | 25,48 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 7 598 | 248 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 95 217 | 8,54 | 3 109 | 24,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 500 | 473 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 012 710 | 66,62 | 33 065 | 91,15 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 315 | 10 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 595 877 | 498,28 | 19 | 850,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 200 | 0,38 | 398 | 15,36 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10 337 | 330 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 615 | 4,72 | 151 | 20,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 62 029 | 4,28 | 2 076 | 22,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 805 | 23,54 | 124 | 42,53 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 450 | 15 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 28 621 | 0,93 | 934 | 15,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 43 500 | 74,70 | 1 420 | 100,56 | |||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 308 | 108 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 832 | 27 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24 919 | 1,30 | 814 | 16,14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 278 607 | 97,93 | 9 097 | 127,06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 275 | 19,41 | 760 | 37,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 218 | 7 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 7 200 | 235 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 30 | 50,00 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 913 | 30 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 268 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25 333 | 30,89 | 827 | 50,36 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 17 649 | 0,28 | 576 | 15,20 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 726 | 6,31 | 742 | 22,04 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 214 543 | 3,54 | 7 005 | 18,79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24 799 | 92,48 | 851 | 131,25 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 158 040 | 5 160 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 134 | 135 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 512 | 31,86 | 82 | 36,67 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 6 688 | 218 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 6 992 | 29,43 | 229 | 49,02 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13 331 | 9,54 | 435 | 25,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 928 | 200,58 | 324 | 208,57 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 11 506 | 5,40 | 376 | 20,97 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 7 667 | 250 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 264 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 243 463 | 10,62 | 8 | 16,67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 012 | 1,76 | 294 | 16,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 488 | 212 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 18 036 | 589 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68 794 | 17,37 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6 739 | 220 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 362 407 | 4,16 | 11 833 | 19,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49 505 | 8,10 | 1 616 | 23,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 289 | 8,18 | 271 | 23,85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37 982 | 8,11 | 1 240 | 24,12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 516 | 9,68 | 213 | 25,44 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 35 269 | 67,40 | 1 152 | 92,15 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 100 353 | 32,70 | 3 277 | 52,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 352 | 0,48 | 19 830 | 15,28 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 19 358 | 25,95 | 632 | 44,62 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 505 | 376 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 449 | 12,25 | 15 | 27,27 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 6 121 | 200 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 400 | 179 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 59 699 | 2,45 | 1 949 | 17,55 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 881 | 616 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 925 | 30 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 37 200 | 332,56 | 1 215 | 397,54 | |||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 41 644 | 11,18 | 1 360 | 27,49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 280 | 7,69 | 270 | 23,85 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 278 | 8 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 20 336 | 664 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 286 | 1 119 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 358 | 306 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 41 300 | 34,97 | 1 348 | 54,94 | |||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 40 705 | 4,23 | 1 329 | 19,62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 315 | 0,32 | 10 | 25,00 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 750 | 1,85 | 90 | 17,11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 141 090 | 11,71 | 4 606 | 28,16 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 101 218 | 31,58 | 3 305 | 50,94 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 119 625 | 4,29 | 3 906 | 19,64 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 574 | 6,86 | 1 945 | 22,64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 306 | 867,41 | 43 | 1 300,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 9 862 | 27,45 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 122 308 | 10,59 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14 403 | 27,38 | 470 | 46,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 740 | 220 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 294 | 9,80 | 336 | 26,32 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 48 312 | 11,33 | 1 577 | 27,69 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 727 | 56 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 107 | 76,32 | 69 | 100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 67 480 | 6,16 | 2 203 | 21,85 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10 592 | 6,32 | 346 | 21,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 202 744 | 12,41 | 6 620 | 28,95 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 11 181 | 2,05 | 365 | 17,36 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 56 | 0 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 9 | 200,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 6 126 | 206 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 157 | 20,24 | 397 | 37,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 470 | 11,94 | 505 | 28,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 480 | 636 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 47 750 | 1 563 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 16 595 | 6,04 | 542 | 21,57 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 9 051 | 20,42 | 296 | 38,50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 615 | 17,37 | 314 | 34,19 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 16 941 | 0,02 | 553 | 14,73 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 182 445 | 15,02 | 5 957 | 31,95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 114 428 | 12,71 | 3 736 | 29,32 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 185 | 117,65 | 6 | 200,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 596 | 9,51 | 412 | 25,99 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 801 | 130,84 | 26 | 188,89 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 12 075 | 12,24 | 394 | 28,76 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 285 015 | 38,85 | 9 306 | 59,30 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 7 690 | 251 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90 668 | 6,81 | 2 960 | 22,57 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 19 102 | 6,02 | 624 | 21,68 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 615 | 48,19 | 20 | 81,82 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 292 | 524,15 | 42 | 740,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 79 569 | 3 165,04 | 2 | −97,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 349 172 | 4,67 | 11 400 | 20,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 951 | 56,41 | 31 | 82,35 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 16 242 | 0,31 | 530 | 15,22 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 219 | 268 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 5 000 | 25,00 | 163 | 44,25 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 980 | 32 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 45 011 | 5,89 | 1 470 | 21,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 27 026 | 1,19 | 882 | 16,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17 281 | 3,30 | 1 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 135 | 4 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2 255 | 226 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15 500 | 58,88 | 518 | 87,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 34 119 | 1,05 | 1 114 | 15,94 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 553 | 2,90 | 377 | 18,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 664 | 9,86 | 87 | 24,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 910 310 | 7,53 | 30 | 20,83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 63 | 226,32 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 457 | 8,90 | 733 | 25,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 319 | 0,52 | 435 | 15,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 473 | 250,80 | 636 | 301,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105 935 | 1,64 | 3 459 | 16,59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 664 | 51,60 | 22 | 75,00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 212 183 | 1 619,61 | 6 928 | 1 873,50 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 238 | 20,20 | 8 | 40,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 359 | 0 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 647 | 5,89 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9 531 | 0,11 | 311 | 15,19 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 23 | 53,33 | 1 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 15 155 | 495 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 8 622 | 0,02 | 282 | 14,69 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 905 | 3,34 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 106 265 | 0,64 | 3 470 | 15,44 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 684 877 | 12,67 | 22 361 | 27,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 754 | 221 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 946 | 0,91 | 521 | 15,81 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 97 804 | 2,95 | 3 193 | 18,13 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 75 | 2 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 441 085 | 26,10 | 14 401 | −48,74 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 522 | 3,16 | 17 | 21,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 68 071 | 28,43 | 2 223 | 47,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 862 | 355 | ||||||
| 2025-07-31 | 13F | CNB Bank | 112 | 4 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 434 | 439 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5 273 | 20,80 | 172 | 38,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 109 025 | 7,63 | 3 560 | 23,49 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 31 939 | 0,04 | 1 045 | 15,09 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 22,34 | 19 | 20,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61 177 | 18,19 | 1 997 | 35,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 118 575 | 3,71 | 101 822 | 18,98 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 321 | 10 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 138 | 81,58 | 5 | 100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 311 665 | 4,63 | 75 476 | 20,03 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 29 650 | 4,92 | 968 | 20,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 634 | 282 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 62 600 | 36,68 | 2 044 | 56,79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 31 321 | 27,05 | 1 023 | 45,79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 750 | 22,11 | 1 587 | 8,78 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 092 | 330 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 000 | 33 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 99 891 | 0,14 | 3 261 | 14,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 342 508 | 17,02 | 43 833 | 34,24 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 7 062 | 0,09 | 231 | 15,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 111 978 | 52,43 | 3 642 | 71,26 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 95 | 3 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18 100 | 591 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 154 602 | 315,97 | 5 048 | 377,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 263 837 | 9,59 | 8 614 | 25,73 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 87 700 | 130,18 | 2 863 | 164,11 | |||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 391 | 1 296,43 | 13 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 211 505 | 6 906 |
