Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Alger Funds - Concentrated Equity Fund inkluderar Cora Capital Advisors Llc, Wells Fargo & Company/mn, Proactive Wealth Strategies LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Wealth Management Partners, LLC, Roman Butler Fullerton & Co, TritonPoint Partners, LLC, Stonebridge Financial Group, LLC / MO, R. W. Roge & Company, Inc., Capital Investment Advisory Services, LLC, Marshall Investment Management, Llc, Berbice Capital Management LLC, och Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 73 510 | 619,35 | 2 288 | 551,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11 068 | 344 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 29 740 | 926 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31 899 | 112,43 | 993 | 92,25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15 101 | 38,91 | 470 | 25,67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26 664 | 26,10 | 830 | 14,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 631 | 23,77 | 4 252 | 12,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16 082 | 15,50 | 500 | 4,60 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 216 697 | 0,69 | 6 744 | −8,87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18 343 | 24,05 | 571 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2 043 | 64 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206 284 | 24,62 | 7 092 | 141 740,00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 13 502 | 420 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33 149 | 15,67 | 1 032 | 4,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17 750 | 12,70 | 552 | 2,03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 31 445 | 1,62 | 979 | −8,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 41 468 | 16,12 | 1 290 | 5,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 70 439 | 25,31 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29 354 | 189,74 | 913 | 162,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7 021 | 5,72 | 218 | −4,39 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 94 077 | 2,50 | 2 973 | −2,53 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 15 505 | 512 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 339 223 | 24,49 | 41 677 | 12,69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 175 | 16,00 | 68 | 4,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33 757 | 2,86 | 1 051 | −6,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206 663 | 8,28 | 6 431 | −1,98 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5 027 082 | 36 275,41 | 156 443 | 32 835,16 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 55 514 | 0,22 | 1 728 | −9,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 993 | 4,96 | 249 | −4,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77 595 | 2 415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23 666 | 737 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5 682 | 177 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 1 300 | 40 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 411 060 | 6,20 | 12 792 | −3,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 50 382 | 19,06 | 1 568 | 7,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10 123 | 27,22 | 315 | 15,38 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 90 100 | 2 804 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 17 337 | 540 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 11 307 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 86 866 | 268,23 | 2 703 | 233,29 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 65 200 | 5,98 | 2 029 | −4,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 721 661 | 26,62 | 22 458 | 14,62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 020 | 32 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 689 | 426 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 40 130 | 23,02 | 1 249 | 11,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 681 | 550 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12 737 | 396 |
