Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - Alerian Energy Infrastructure ETF inkluderar Brinker Capital Investments, LLC, Lavaca Capital Llc, Brasada Capital Management, Lp, Northeast Financial Consultants Inc, Newbridge Financial Services Group, Inc., Custom Index Systems, Llc, Bank of New York Mellon Corp, Jones Financial Companies Lllp, Global Retirement Partners, LLC, och Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 96 186 | 30,40 | 3 013 | 24,36 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 40 916 | 2,89 | 1 319 | 1,23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65 791 | 0,38 | 2 121 | −1,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63 | 2 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84 794 | 11,11 | 2 734 | 9,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 76 103 | 6,45 | 2 426 | 3,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 | 7 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 707 | 8,07 | 281 | 6,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 943 | 9,59 | 256 | 8,02 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 7 800 | 2,63 | 251 | 0,80 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11 825 | 381 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 392 | 6,17 | 625 | 4,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 215 | 0,38 | 168 | −1,18 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 8 055 | 0,81 | 260 | −0,77 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13 483 | 7,91 | 435 | 6,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 648 | 185,62 | 53 | 194,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 233 | 8 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 943 | 901 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27 745 | 10,81 | 889 | 13,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 809 | 9,30 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 23 404 | 755 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 390 | 13 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 350 | 25,15 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 733 | 45,10 | 314 | 42,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 866 | 8,68 | 1 253 | 6,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 943 | 0,25 | 321 | −1,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 162 798 | 34,55 | 5 249 | 32,83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 19 392 | 625 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 29 004 | 5,05 | 935 | 3,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 496 | 1,22 | 16 | −6,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 323 169 | 15,02 | 10 419 | 13,15 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 217 | 1,05 | 265 | −0,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 835 | 220 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59 033 | 70,78 | 1 903 | 68,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 632 | 49,41 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 101 088 | 38,79 | 3 259 | 36,59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 152 281 | 35,49 | 4 910 | 33,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 503 | 65,33 | 1 822 | 62,73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 105 | 0,96 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 477 | 8,58 | 789 | 6,91 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 158 647 | 356,17 | 5 199 | 379,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 40 302 | 92,33 | 1 299 | 89,36 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 125 | 56,25 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 438 | 0,14 | 46 | −2,13 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 27 200 | 1 329 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 177 | 370,80 | 38 | 428,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11 550 | 35,09 | 372 | 32,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 625 | 1 020 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 21 023 | 106,57 | 678 | 103,30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22 021 | 0,92 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 038 | 68,33 | 226 | 64,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423 503 | 11,53 | 13 654 | 9,72 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 23 850 | 760 |
