Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BNY Mellon High Yield Strategies Fund inkluderar Advance Capital Management, Inc., Mercer Global Advisors Inc /adv, Merit Financial Group, LLC, Newbridge Financial Services Group, Inc., och Raymond James Financial 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 544 | 2,13 | 53 | 3,92 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite 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 | 910 627 | 1,56 | 2 286 | −1,97 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 80 580 | 7,46 | 210 | 9,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 799 | 31 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 99 880 | 37,84 | 260 | 40,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 189 824 | 1,84 | 494 | 3,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 49 202 | 13,70 | 128 | 15,45 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 58 | 3,57 | 0 | |||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 17 715 | 13,27 | 46 | 17,95 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3 147 462 | 22,89 | 8 | 33,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 853 | 2,82 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 164 | 4,17 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 2 265 | 2,81 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 54 533 | 273,33 | 142 | 281,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 222 881 | 14,80 | 3 179 | 17,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 021 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52 441 | 136 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 571 | 4 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 100 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 307 | 35 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 291 862 | 759 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5 391 376 | 0,10 | 14 018 | 2,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 935 | 10,00 | 49 | 13,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48 902 | 49,89 | 127 | 53,01 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 319 | 29 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 879 614 | 0,25 | 2 287 | 2,19 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 652 | 2,84 | 67 | 4,76 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 35 972 | 790,40 | 92 | 911,11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 62 634 | 163 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 069 | 1,08 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 009 240 | 12,14 | 2 624 | 14,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 443 701 | 1,21 | 1 154 | 3,22 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 30 000 | 78 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 352 968 | 7,57 | 918 | 9,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 073 | 77,48 | 76 | 82,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 000 | 26 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 245 | 4,05 | 162 | 5,92 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 297 741 | 31,03 | 774 | 32,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 109 | 0,29 | 34 | 3,03 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 267 959 | 786,43 | 697 | 803,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 347 | 2,83 | 30 | 3,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115 123 | 2,62 | 299 | 4,55 |
