Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Wells Fargo Advantage Funds - Allspring Income Opportunities Fund inkluderar Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 452 | 3,43 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 850 | 83 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 996 321 | 6,11 | 7 034 | 9,53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 425 | 116 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 952 688 | 4,28 | 27 906 | 7,63 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 23 526 | 0,81 | 166 | 4,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 379 | 326,81 | 394 | 347,73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 137 | 4,71 | 186 | 7,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 719 | 4,08 | 111 | 6,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 719 | 58,96 | 160 | 64,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19 948 | 57,68 | 141 | 62,79 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 132 968 | 216,30 | 939 | 226,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 140,00 | 0 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 587 142 | 4,26 | 4 177 | 7,49 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 16 410 | 0,27 | 112 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 59 219 | 36,66 | 418 | 41,22 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10 011 | 4,15 | 71 | 7,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 161 182 | 3,32 | 1 138 | 5,87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58 690 | 2,62 | 414 | 5,88 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 12 761 | 2,38 | 91 | 5,88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 63 828 | 0,70 | 451 | 3,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96 475 | 7,64 | 681 | 11,09 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 897 364 | 10,81 | 6 335 | 14,39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 53 100 | 8,31 | 375 | 11,64 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 101 | 80,03 | 15 | 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 748 | 1,18 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 359 795 | 7,33 | 2 540 | 10,82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 888 105 | 3,95 | 13 330 | 6,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 110 | 2,37 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 455 | 116 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 34 333 | 4,18 | 242 | 7,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49 820 | 2,93 | 352 | 6,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37 312 | 151,31 | 263 | 160,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 300 980 | 2,92 | 2 125 | 6,20 |
