Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF inkluderar EnRich Financial Partners LLC, Stonebridge Financial Group, LLC, Hunter Associates Investment Management Llc, Sei Investments Co, Beacon Pointe Advisors, LLC, Trinity Wealth Management, LLC, Advyzon Investment Management, LLC, Renaissance Technologies Llc, Petredis Investment Advisors Llc, Mercer Global Advisors Inc /adv, Atlas Private Wealth Advisors, Tribridge Partners Financial LLC, Natixis Advisors, L.p., Vicus Capital, Berger Financial Group, Inc, Merit Financial Group, LLC, Sand Hill Global Advisors, LLC, Aurdan Capital Management, LLC, Fi3 FINANCIAL ADVISORS, LLC, och Stratos Wealth Partners, LTD. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Northwest Financial Advisors | 34 222 | 152,47 | 913 | 151,52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 69 320 | 488,21 | 1 850 | 483,60 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 61 175 | 2,52 | 1 633 | 2,00 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 863 | 210 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4 720 170 | 21,01 | 125 981 | 20,43 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 12 699 | 4,75 | 339 | 4,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 55 926 | 65,02 | 1 493 | 64,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 033 631 | 36,46 | 54 300 | 35,85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 44 802 | 9,27 | 1 196 | 8,74 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 47 876 | 121,15 | 1 278 | 120,17 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 83 300 | 2 223 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 66 336 | 75,24 | 1 771 | 74,38 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 378 | 3,99 | 250 | 3,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 640 916 | 38,01 | 17 106 | 37,34 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 054 | 0,83 | 348 | 0,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 189 654 | 2,00 | 85 132 | 1,51 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 235 332 | 6,98 | 6 281 | 6,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 216 377 | 8,01 | 5 775 | 7,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 410 386 | 290,33 | 10 953 | 288,54 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 10 | |||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20 000 | 534 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 607 | 523 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242 475 | 46,37 | 6 472 | 45,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55 614 | 1 484 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 156 859 | 4 187 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 213 256 | 12,12 | 5 692 | 11,57 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 27 231 | 38,86 | 727 | 38,29 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 43 262 | 3,17 | 1 155 | 2,67 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13 192 | 55,16 | 352 | 54,39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 158 | 218 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123 537 | 105,68 | 3 297 | 104,78 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 14 630 | 25,26 | 390 | 24,60 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 97 981 | 9,63 | 2 615 | 9,09 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 82 758 | 10,63 | 2 209 | 10,07 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 33 023 | 259,85 | 881 | 258,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 247 852 | 371,95 | 6 592 | 383,64 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 91 818 | 9,75 | 2 451 | 9,23 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 873 | 3,09 | 344 | 2,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 679 170 | 9,39 | 18 128 | 8,86 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 599 | 230 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 38 490 | 29,46 | 1 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 118 946 | 196,74 | 3 175 | 195,26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77 895 | 10,48 | 2 079 | 9,94 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 101 807 | 0,15 | 2 717 | −0,11 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 315 | 43,18 | 8 | 60,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 11 465 | 0,31 | 306 | 0,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96 919 | 2 587 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 358 150 | 1 242,24 | 9 559 | 1 236,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 60 202 | 0,72 | 1 607 | 0,19 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8 888 | 237 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 226 671 | 30,05 | 6 050 | 29,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 534 359 | 1,60 | 14 262 | 1,11 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 251 311 | 18,77 | 6 707 | 18,19 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133 136 | 78,75 | 3 553 | 77,92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 993 | 1,23 | 427 | 0,71 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 18 182 | 14,32 | 485 | 13,85 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 938 | 3,13 | 399 | 2,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 74 774 | 1 996 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 517 911 | 2 093,04 | 40 513 | 2 082,81 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 128 097 | 3 419 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 233 356 | 23,16 | 6 228 | 22,57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 031 | 0,80 | 428 | 0,23 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 7 719 | 2,05 | 206 | 1,98 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 75 108 | 100,85 | 2 005 | 100,40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 38 776 | 29,99 | 1 035 | 29,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 448 | 36,26 | 412 | 35,53 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 16 114 | 0,12 | 430 | −0,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 834 | 151,11 | 2 024 | 150,19 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 316 966 | 8 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 731 | 2,25 | 181 | 2,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 152 361 | 45,58 | 30 757 | 44,87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 155 689 | 4,83 | 4 155 | 4,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 500 | 25,44 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 52 847 | 1 410 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10 799 | 0,84 | 288 | 0,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 336 372 | 47,47 | 8 978 | 46,75 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81 667 | 14,60 | 2 180 | 14,02 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9 327 | 249 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 600 | 20,41 | 630 | 19,81 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 371 837 | 9 924 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 42 429 | 22,57 | 1 132 | 21,98 | ||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A 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 | 39 294 907 | 0,60 | 1 045 245 | −1,07 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 332 639 | 8 878 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 28 704 | 19,56 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 151 672 | 31,02 | 4 048 | 30,41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 513 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 50 217 | 9,54 | 1 340 | 9,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 226 673 | 774,38 | 6 050 | 770,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 954 080 | 14,68 | 78 844 | 14,13 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 138 985 | 18,10 | 3 710 | 17,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 278 | 161,55 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 19 080 | 509 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 28 848 | 695,81 | 770 | 692,78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 898 643 | 8,04 | 23 985 | 7,51 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 24 655 | 658 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 129 485 | 6,53 | 3 456 | 6,01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 561 401 | 12,01 | 15 | 7,69 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 49 034 | 0,22 | 1 309 | −0,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 825 400 | 18,08 | 49 | 17,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 74 936 | 119,10 | 2 000 | 118,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 291 900 | 10,50 | 61 | 10,91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 61 874 | 0,74 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 158 | 92,34 | 58 | 90,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 230 579 | 6 154 | ||||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 33 078 | 2,13 | 883 | 1,61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 525 933 | 20,40 | 14 106 | 19,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 43 734 | 332,37 | 1 168 | 331,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 44 990 | 31,06 | 1 203 | 32,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75 027 | 151,19 | 2 002 | 149,94 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 7 925 | 30,45 | 212 | 30,25 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 55 249 | 7,22 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 14 724 | 393 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 66 596 | 7,29 | 1 777 | 6,79 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78 434 | 268,60 | 2 093 | 267,19 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 306 833 | 85,31 | 34 879 | 84,42 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 3 825 | 0,84 | 102 | 0,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 463 949 | 8,25 | 39 | 8,33 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 709 009 | 0,84 | 18 923 | 2,21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 316 828 | 171,03 | 8 | 166,67 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 12 350 | 330 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 14 649 | 45,88 | 391 | 47,73 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 395 | 81,76 | 117 | 82,81 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 388 310 | 17,13 | 10 364 | 16,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 989 763 | 51,32 | 26 417 | 50,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 860 585 | 19,99 | 76 349 | 19,41 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 89 092 | 4,13 | 2 378 | 3,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 010 975 | 6,04 | 26 983 | 5,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 379 | 277 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 963 | 29,86 | 506 | 29,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 138 278 | 1,08 | 3 685 | 1,54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18 147 | 2,48 | 484 | 1,90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 031 | 241 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 73 166 | 4,13 | 1 953 | 3,61 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32 207 | 1 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25 661 | 19,24 | 685 | 18,54 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 142 | 4 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 520 | 71,07 | 654 | 70,31 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 134 903 | 9,65 | 3 601 | 9,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 673 308 | 23,07 | 98 041 | 22,47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 97 501 | 46,49 | 2 602 | 45,77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 16 457 | 24,13 | 439 | 23,66 | ||||
| 2025-07-18 | 13F | Vicus Capital | 27 568 | 736 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 99 881 | 16,18 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 173 679 | 30,31 | 4 635 | 29,69 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 19 141 | 511 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 962 | 49,09 | 52 | 48,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33 711 | 0,80 | 900 | 0,22 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 113 057 | 3 017 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91 740 | 3 722,50 | 2 449 | 3 725,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15 438 | 0,29 | 412 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 207 | 219 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 948 750 | 111,42 | 52 012 | 110,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 85 094 | 224,41 | 2 271 | 223,04 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 41 940 | 1 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 619 | 6,21 | 444 | 5,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 008 | 301,60 | 134 | 303,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 977 547 | 35,88 | 132 851 | 35,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 424 405 | 13,74 | 224 847 | 13,19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 377 603 | 1 759,56 | 10 078 | 1 752,57 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 48 249 | 1 288 |
