Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ETF Trust II - iShares AAA CLO Active ETF inkluderar Inspirion Wealth Advisors, Llc, Vestmark Advisory Solutions, Inc., Goldstone Financial Group, LLC, Charter Trust Co, Duncan Williams Asset Management, LLC, Prevail Innovative Wealth Advisors, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Impact Partnership Wealth, LLC, Bulwark Capital Corp, U.S. Capital Wealth Advisors, LLC, Allstate Corp, Old Mission Capital Llc, Equitable Holdings, Inc., Buckingham Strategic Partners, Twin Focus Capital Partners, Llc, Insigneo Advisory Services, Llc, Gts Securities Llc, Traub Capital Management LLC, Briaud Financial Planning, Inc, och Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | BlackRock, Inc. | 1 222 022 | 1,81 | 63 447 | 2,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 741 | 170,76 | 90 | 172,73 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 32 776 | 7,62 | 1 702 | 7,93 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 10 085 | 524 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 091 | 212 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 23 | ||||||
| 2025-07-28 | 13F | Toews Corp /adv | 48 200 | 1,26 | 2 503 | 1,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 900 | 410 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 33 911 | 2,24 | 1 761 | 2,50 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 322 807 | 5,02 | 16 715 | 5,03 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 137 | 280,56 | 7 | 600,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 62 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 807 340 | 76,39 | 41 917 | 76,86 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 341 456 | 6,65 | 16 715 | 0,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 636 | 33 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 535 | 13,92 | 908 | 13,93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 482 | 35,34 | 440 | 35,80 | ||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 24 827 | 321,73 | 1 289 | 324,01 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 18 600 | 0,76 | 966 | 1,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 113 746 | 93,70 | 5 906 | 94,24 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 39 565 | 2 054 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136 347 | 2,55 | 7 079 | 2,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 82 | 1,23 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 119 980 | 30,58 | 58 149 | 30,93 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 526 185 | 7,67 | 27 320 | 7,96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 138 | 7 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20 763 | 27,44 | 1 078 | 27,88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 245 747 | 12 727 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 48 795 | 557,70 | 2 534 | 558,18 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 150 768 | 87,77 | 7 828 | 88,28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 19 354 | 133,10 | 1 005 | 134,03 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 62 471 | 187,86 | 3 243 | 188,78 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 355 | 70 | ||||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 8 466 | 20,09 | 440 | 20,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 135 | 31,37 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 201 | 10 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5 547 | 41,90 | 288 | 42,57 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 581 | 51,70 | 30 | 57,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 972 | 11,41 | 102 | 12,09 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 188 955 | 9 811 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 529 | 99,87 | 79 | 102,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 856 | 719 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 627 | 92,54 | 500 | 93,41 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 235 | 116 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 294 | 15 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60 497 | 8,83 | 3 141 | 9,14 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 367 | 279 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 170 870 | 3,27 | 8 872 | 3,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 139 | 31,17 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 769 | 18,98 | 1 026 | 19,30 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 66 403 | 8,79 | 3 448 | 9,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 506 401 | 1,31 | 26 292 | 1,59 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 10 715 | 4,17 | 556 | 4,51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18 809 | 213,69 | 977 | 214,84 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18 486 | 90,54 | 960 | 91,04 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 268 316 | 13 931 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 478 | 648 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45 002 | 81,76 | 2 337 | 82,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33 085 | 97,98 | 2 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 8 584 | 64,41 | 446 | 64,81 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 102 | 421 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 126 | 318 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 16 509 | 0,73 | 857 | 1,06 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 6 546 | 11,50 | 340 | 11,51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18 822 | 1 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 29 302 | 135,93 | 1 521 | 136,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 240 | 77,08 | 116 | 78,46 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 477 253 | 9,62 | 24 779 | 9,91 | ||||
| 2025-08-05 | 13F | Allstate Corp | 10 000 | 519 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 67 078 | 42,64 | 3 483 | 43,06 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 40 | 100,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 188 762 | 28,01 | 9 801 | 28,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 144 383 | 99,76 | 7 496 | 100,32 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 110 557 | 2,18 | 5 740 | 2,46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 020 | 520 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254 647 | 58,77 | 13 221 | 59,21 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 110 557 | 5 740 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 139 689 | 34,43 | 7 228 | 35,39 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 750 | 299 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 617 | 240 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 6 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 733 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104 351 | 44,11 | 5 | 66,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 086 | 368 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 241 960 | 4,57 | 12 563 | 4,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 328 907 | 33 634,05 | 17 077 | 34 052,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 517 | 8,64 | 2 571 | 8,90 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 25 934 | 32,03 | 1 347 | 32,35 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 062 | 48,17 | 419 | 48,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74 671 | 28,17 | 3 877 | 28,51 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 048 | 20,60 | 573 | 20,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 644 | 18,97 | 293 | 19,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189 488 | 81,12 | 10 | 80,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 27 911 | 2,04 | 1 449 | 2,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 795 | 249 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 83 452 | 136,23 | 4 333 | 136,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 16 187 | 0,31 | 838 | 0,24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 83 789 | 18,24 | 4 350 | 18,56 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 435 635 | 22 618 |
