Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF inkluderar SSIZX - Sierra Tactical Core Income Fund Class A Shares, BNGLX - Ubs Global Allocation Fund Class A, rebel Financial LLC, Rakuten Investment Management, Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, TT Capital Management LLC, MeadowBrook Investment Advisors LLC, Mascagni Wealth Management, Inc., Hoey Investments, Inc, Glenmede Investment Management, LP, Total Investment Management Inc, DecisionPoint Financial, LLC, Evolution Wealth Management Inc., Wolff Wiese Magana Llc, och CENTRAL TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Hsbc Holdings Plc | 281 807 | 0,23 | 6 031 | 6,86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57 487 | 1 230 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 341 | 50,80 | 157 | 61,86 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 144 386 | 37,41 | 3 090 | 46,54 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 29 340 | 587 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39 469 | 7,92 | 845 | 14,99 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 10 478 | 216 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 174 244 | 59,46 | 3 729 | 70,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 44 983 | 1,99 | 963 | 8,70 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 48 111 | 3,44 | 1 030 | 10,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 82 535 | 195,31 | 1 766 | 215,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 348 | 7 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 511 | 0,04 | 225 | 6,67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 | 0,80 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 029 | 14,26 | 65 | 20,75 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 49 483 | 1,75 | 1 059 | 8,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290 665 | 4,31 | 6 220 | 11,23 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 101 793 | 11,89 | 2 178 | 19,34 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1 036 | 20 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 17 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 303 319 | 19,70 | 6 491 | 27,65 | ||||
| 2025-08-07 | 13F | Varma Mutual Pension Insurance Co | 700 000 | 250,00 | 14 980 | 273,19 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 379 | 8 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 48 783 | 101,34 | 1 044 | 114,61 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 44 754 | 1,63 | 958 | 8,38 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 62 | 1 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 317 | 135 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 26 242 | 4,51 | 562 | 11,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 202 | 70,67 | 133 | 83,33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 10 136 | 217 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 346 600 | 31,44 | 7 417 | 40,15 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 43 782 | 937 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 143 152 | 5,20 | 3 063 | 12,16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 5 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41 968 | 33,26 | 898 | 42,09 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 24 148 386 | 3,77 | 516 775 | 10,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 183 145 | 3,78 | 3 919 | 10,67 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 53 274 | 5,47 | 1 140 | 12,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 182 180 | 0,61 | 3 899 | 7,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 279 | 6 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54 983 | 2,53 | 1 177 | 9,29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 819 | 1,37 | 446 | 8,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 14 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 618 | 1 738,64 | 35 | 3 300,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76 668 | 343,65 | 1 578 | 355,78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 212 | 5 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 460 | 464,44 | 202 | 512,12 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 414 | 546,88 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 791 121 | 15 659,38 | 16 930 | 16 829,00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10 600 | 227 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 209 014 | 27,23 | 4 473 | 35,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50 340 | 3,52 | 1 078 | 10,56 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 332 | 49,05 | 435 | 59,34 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 33 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16 459 | 352 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 875 | 10,28 | 1 859 | 17,58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 483 | 10 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11 838 | 7,46 | 253 | 14,48 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 | 0 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 46 538 | 3,66 | 996 | 10,43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 266 | 0,38 | 6 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 401 | 5,18 | 30 | 11,54 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 47 | 1 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 348 300 | 7 454 | ||||||
| 2025-07-31 | 13F | City State Bank | 205 414 | 0,01 | 4 396 | 6,62 | ||||
| 2025-08-26 | NP | BNGLX - Ubs Global Allocation Fund Class A | 274 954 | 5 884 | ||||||
| 2025-07-29 | NP | SGPGX - SGI Prudent Growth Fund Class I Shares | 33 790 | 14,00 | 706 | 18,69 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 209 403 | 96,36 | 4 481 | 109,39 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 176 | 25 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 231 | 0,43 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 487 775 | 29,86 | 10 438 | 38,47 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3 325 253 | 305,61 | 71 | 343,75 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 | 0 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 228 442 | 6,40 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 913 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 405 | 63,97 | 9 | 100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478 821 | 4,34 | 10 247 | 11,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 198 | 4 784,44 | 47 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 122 | 3 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 804 720 | 7,28 | 17 221 | 14,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 48 390 | 4,49 | 1 036 | 11,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 215 | 0,47 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 415 | 134,46 | 9 | 166,67 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 19 886 | 13,48 | 426 | 21,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 050 | 12,38 | 450 | 19,68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14 832 | 9,13 | 317 | 16,54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 336 | 86,67 | 7 | 133,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 232 | 5 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 603 | 197,71 | 976 | 217,59 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 230 338 | 4 929 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 141 | 3,68 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 85 757 | 1,05 | 1 835 | 7,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 762 | 23,46 | 145 | 32,11 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 45 692 | 978 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 34 331 | 12,31 | 735 | 19,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 397 | 95,11 | 30 | 107,14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85 140 | 9,48 | 2 | 0,00 |
