EQH / Equitable Holdings, Inc. - Institutionellt ägande - Köpare

Equitable Holdings, Inc.
US ˙ NYSE ˙ US29452E1010

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Equitable Holdings, Inc. inkluderar Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, VANGUARD ASSET MANAGEMENT, Ltd, Capitolis Liquid Global Markets LLC, Troluce Capital Advisors LLC, SEB Asset Management AB, Vanguard Investments Australia, Ltd., Vanguard Global Advisers, LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Continental Advisors Llc, Estate Counselors, LLC, Caption Management, LLC, K2 Principal Fund, L.p., Harris Associates L P, Dockside LLC, Compass Advisory Group LLC, Vann Equity Management LLC, Ofi Invest Asset Management, och Abel Hall, LLC .

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.

Uppgradera för att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-04-30 13F Hsbc Holdings Plc 873 962 5,80 32 433 −18,00
2026-05-15 13F MidFirst Bank 40 1
2026-05-14 13F Tcw Group Inc 1 628 169 24,30 60 421 −3,19
2026-05-08 13F Intech Investment Management Llc 149 216 1,63 5 537 −20,85
2026-04-27 13F HB Wealth Management, LLC 9 340 67,08 347 30,08
2026-05-13 13F Ensign Peak Advisors, Inc 663 288 1,83 24 615 −20,70
2026-05-14 13F ExodusPoint Capital Management, LP 88 125 3 270
2026-04-27 13F Td Private Client Wealth Llc 21 5,00 1
2026-04-29 13F Oregon Public Employees Retirement Fund 58 135 2,11 2 157 −20,46
2026-05-13 13F Axq Capital, Lp 95 559 175,69 3 546 114,78
2026-04-30 13F Cedar Mountain Advisors, LLC 72 3
2026-05-15 13F Voloridge Investment Management, Llc 75 825 2 814
2026-05-12 13F Creative Planning 26 539 81,24 985 41,18
2026-05-07 13F Dimensional Fund Advisors Lp 3 856 717 12,54 143 095 −12,38
2026-04-29 13F American Capital Advisory, LLC 22 1 000,00 1
2026-05-13 13F Brinker Capital Investments, LLC 21 623 2,54 802 −20,12
2026-04-23 13F SJS Investment Consulting Inc. 192 146,15 7 133,33
2026-05-15 13F Estate Counselors, LLC 45 487 1 688
2026-05-07 13F Bruni J V & Co /co 675 462 0,04 25 066 −22,09
2026-05-15 13F Adage Capital Partners Gp, L.l.c. 300 000 11 133
2026-04-29 13F CVA Family Office, LLC 185 7
2026-05-13 13F Sit Investment Associates Inc 171 850 6 914,29 6
2026-05-14 13F Virtu Financial LLC 18 365 1
2026-04-06 13F Versant Capital Management, Inc 918 74,19 34 36,00
2026-04-30 13F Nuveen, LLC 1 908 209 3,15 70 814 −19,67
2026-05-11 13F Td Asset Management Inc 48 206 6,83 1 789 −16,84
2026-05-12 13F Stifel Financial Corp 218 038 87,65 8 091 46,15
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 85 220 2 745
2026-05-15 13F Tower Research Capital LLC (TRC) 13 324 19,34 494 −7,14
2026-05-13 13F Federation des caisses Desjardins du Quebec 26 450 3,60 982 −19,24
2026-05-15 13F Worldquant Millennium Advisors Llc 1 033 574 125,85 38 356 75,89
2026-05-08 13F Cornerstone Financial Management LLC 35 84,21 1
2026-05-07 13F AustralianSuper Pty Ltd 653 453 2,22 24 250 −20,39
2026-05-15 13F/A Vanguard Capital Management Llc 12 632 922 468 808
2026-05-15 13F Quantinno Capital Management LP 201 321 137,52 7 471 85,02
2026-05-15 13F Harris Associates L P 28 245 1 048
2026-05-12 13F Thornburg Investment Management Inc 4 994 205 2,14 185 335 −20,46
2026-05-14 13F Cwm, Llc 29 852 72,46 1 108
2026-05-15 13F Investment Management Corp of Ontario 20 512 1,48 761 −20,98
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 38 1
2026-05-12 13F Tocqueville Asset Management L.p. 492 952 27,79 18 293 −0,48
2026-05-15 13F Graham Capital Management, L.P. 119 425 131,01 4 432 79,90
2026-04-17 13F Vermillion Wealth Management, Inc. 6 0
2026-05-14 13F Peak6 Llc 5 655 210
2026-05-05 13F Plante Moran Financial Advisors, LLC 200 7
2026-05-15 13F OMERS ADMINISTRATION Corp 14 842 23,22 551 −4,01
2026-05-12 13F Curio Wealth, Llc 5 0
2026-05-11 13F Catalyst Funds Management Pty Ltd 7 342 272
2026-05-14 13F L2 Asset Management, LLC 11 114 27,34 412 −0,72
2026-05-15 13F Toroso Investments, LLC 30 952 41,44 1 149 10,17
2026-05-12 13F Jane Street Group, Llc Call 16 400 46,43 609 14,07
2026-05-12 13F Jane Street Group, Llc Put 29 600 1 098
2026-04-30 13F Resona Asset Management Co.,Ltd. 89 642 3,31 3 306 −20,25
2026-05-12 13F Jane Street Group, Llc 1 846 418 376,38 68 521 271,02
2026-04-21 13F Compass Advisory Group LLC 12 922 480
2026-05-15 13F Advisory Services Network, LLC 49 084 20,33 1 822 −6,28
2026-05-18 13F/A Janus Henderson Group Plc 61 432 78,69 2 280 39,13
2026-05-15 13F/A EverSource Wealth Advisors, LLC 2 501 26,63 93 −2,13
2026-05-06 13F TopTier Wealth Management, LLC 22 1
2026-05-08 13F Walleye Trading LLC 17 1
2026-04-27 13F Counterpoint Mutual Funds LLC 7 644 21,37 284 −5,67
2026-05-12 13F Winton Capital Group Ltd 195 985 1 299,89 7 273 990,40
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 74 4
2026-04-08 13F Arlington Trust Co LLC 11 0
2026-05-08 13F Walleye Trading LLC Call 8 400 312
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 256 339 1,56 10 774 4,46
2026-05-13 13F BlackRock, Inc. 27 321 760 0,02 1 013 911 −22,10
2026-04-24 13F Pzena Investment Management Llc 4 464 347 3,21 165 672 −19,62
2026-05-14 13F Simplex Trading, Llc Put 24 400 8 033,33 905 6 364,29
2026-05-15 13F Quarry LP 15 185 626,21 564 468,69
2026-05-13 13F SRS Capital Advisors, Inc. 2 505 31,43 93 3,33
2026-05-14 13F Simplex Trading, Llc 7 138 4 333,54 265 3 671,43
2026-05-11 13F Pathstone Holdings, LLC 20 169 15,98 748 −9,66
2026-05-15 13F Point72 Asset Management, L.P. 330 624 5,77 12 269 −17,62
2026-05-15 13F Smartleaf Asset Management LLC 2 885 6,97 103 −20,93
2026-05-18 13F South Dakota Investment Council 377 662 18,33 14 −6,67
2026-05-11 13F Umb Bank N A/mo 3 904 38,59 145 7,46
2026-05-13 13F Prudential Financial Inc 153 256 319,43 5 687 226,65
2026-02-10 13F Norges Bank 11 563 370 550 995
2026-05-15 13F Manufacturers Life Insurance Company, The 627 169 19,98 23 274 −7,13
2026-02-13 13F Motiv8 Investments LLC 46 0
2026-05-14 13F Aviva Plc 270 914 6,11 10 054 −17,36
2026-05-14 13F Jump Financial, LLC 193 675 1 515,30 7 187 1 158,67
2026-05-13 13F Ubs Asset Management Americas Inc 2 061 882 8,76 76 516 −15,30
2026-04-29 13F Standard Life Aberdeen plc 176 973 3,06 6 567 −19,74
2026-05-01 13F Rakuten Securities, Inc. 15 50,00 1
2026-05-11 13F Chilton Capital Management Llc 100 4
2026-05-13 13F Parkside Financial Bank & Trust 2 763 1,36 103 −20,93
2026-02-10 13F Principia Wealth Advisory, LLC 43 48,28 2 100,00
2026-04-29 13F R Squared Ltd 8 970 72,43 333 34,41
2026-05-15 13F Susquehanna International Group, Llp Put 35 200 1 306
2026-05-15 13F Susquehanna International Group, Llp Call 12 800 39,13 475 8,45
2026-05-14 13F Rialto Wealth Management, LLC 21 31,25 1
2026-05-15 13F Charles Schwab Investment Management Inc 2 089 770 4,84 77 551 −18,35
2026-05-04 13F Bleakley Financial Group, LLC 10 533 391
2026-05-05 13F IMC-Chicago, LLC Put 13 600 505
2026-05-11 13F denkapparat Operations GmbH 9 792 99,92 363 55,79
2026-05-14 13F Ostrum Asset Management 30 567 1 094,02 1 134 837,19
2026-05-13 13F Mariner, LLC 48 348 215,69 1 793 145,95
2026-05-07 13F Swiss National Bank 841 000 2,46 31 210 −20,20
2026-05-14 13F FORA Capital, LLC 134 898 5 006
2026-05-13 13F Daiwa Securities Group Inc. 25 593 0,79 950 94 800,00
2026-05-15 13F Engineers Gate Manager LP 676 013 103,90 25 087 58,80
2026-05-15 13F Basswood Capital Management, L.l.c. 251 510 35,74 9 334 5,72
2026-05-15 13F Boothbay Fund Management, Llc 44 354 477,90 1 646 350,68
2026-05-15 13F State Of Wisconsin Investment Board 196 239 12,77 7 282 −12,18
2026-05-12 13F TD Waterhouse Canada Inc. 216 8
2026-04-21 13F GHP Investment Advisors, Inc. 6 0
2026-05-14 13F Marshall Wace, Llp 2 021 093 75 003
2026-05-13 13F Capital International Inc /ca/ 162 884 59,85 6 045 24,49
2026-04-23 13F Oppenheimer Asset Management Inc. 160 926 5 972
2026-05-15 13F Integrated Wealth Concepts LLC 13 164 70,21 489 32,61
2026-05-15 13F Ameriprise Financial Inc 1 616 744 34,75 59 997 4,95
2026-05-15 13F Jones Financial Companies Lllp 12 396 121,20 438 64,04
2026-05-08 13F Dockside LLC Put 19 610 728
2026-05-04 13F State Of Michigan Retirement System 72 286 0,70 2 683 −21,58
2026-05-15 13F/A Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc 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 1 801 134 66 840
2026-04-06 13F CX Institutional 985 0
2026-04-06 13F Washington Trust Advisors, Inc. 118 742,86 4
2026-05-04 13F J. Safra Sarasin Holding AG 19 109 1,54 708 −20,98
2026-05-08 13F Zions Bancorporation, National Association /ut/ 1 745 6,47 65 −17,95
2026-05-13 13F Frec Markets, Inc. 7 822 290
2026-04-29 13F Skopos Labs, Inc. 22 832 180,22 847 114,97
2026-05-15 13F XTX Topco Ltd 234 467 953,93 8 701 720,85
2026-05-11 13F Gulf International Bank (UK) Ltd 21 994 45,38 1
2026-05-14 13F CIBC World Markets Inc. 6 127 1,42 227 −20,91
2026-05-14 13F Lighthouse Investment Partners, LLC 212 638 7 891
2026-02-13 13F Sei Investments Co 573 978 3,16 27 350 −3,19
2026-05-06 13F Cornerstone Planning Group LLC 2 042 1,44 90 −3,26
2026-04-30 13F First Horizon Corp 18 1
2026-05-11 13F Allstate Corp 82 661 310,27 3 068 219,48
2026-05-01 13F Fifth Third Bancorp 100 120 4 896,01 3 715 3 810,53
2026-05-15 13F D. E. Shaw & Co., Inc. 2 201 064 35,89 81 681 5,83
2026-05-07 13F New York Life Investment Management Llc 35 485 24,87 1 317 −2,81
2026-05-12 13F Atlantic Union Bankshares Corp 8 0
2026-04-07 13F Farther Finance Advisors, LLC 4 000 38,79 150 9,49
2026-05-07 13F AlphaCentric Advisors LLC 1 630 6,75 60 −16,67
2026-04-28 13F Abel Hall, LLC 8 338 309
2026-04-22 13F Janney Montgomery Scott LLC 28 300 217,37 1
2026-05-12 13F Bnp Paribas Arbitrage, Sa 251 472 4,54 9 332 −18,58
2026-04-27 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 53 197 32,01 1 974 2,81
2026-05-07 13F Jefferies Financial Group Inc. 40 000 100,00 1 484 55,72
2026-05-05 13F Regions Financial Corp 6 465 5,22 240 −18,15
2026-05-15 13F Two Sigma Securities, Llc 8 197 304
2026-05-12 13F Richardson Capital Management LLC 141 540,91 5 400,00
2026-05-15 13F National Bank Of Canada /fi/ 5 752 14,40 214 −10,88
2026-04-21 13F Financial Consulate, Inc 6 0
2026-05-13 13F Acadian Asset Management Llc 1 469 425 24,28 55 −3,57
2026-04-14 13F Beacon Investment Advisory Services, Inc. 550 20
2026-05-01 13F Hantz Financial Services, Inc. 111 706 2 184,38 4
2026-04-24 13F Retirement Systems of Alabama 457 811 33,13 16 989 3,68
2026-04-09 13F Park Place Capital Corp 20 1
2026-05-12 13F Tredje AP-fonden 128 641 174,36 4 774 113,65
2026-02-17 13F SageView Advisory Group, LLC 282 13
2026-05-15 13F Van Eck Associates Corp 2 961 4,89 0
2026-02-05 13F Tucker Asset Management Llc 46 2
2026-04-24 13F UMA Financial Services, Inc. 36 71,43 1 0,00
2026-05-08 13F Bokf, Na 24 730 50,57 918 17,26
2026-05-15 13F Caption Management, LLC Put 30 000 1 113
2026-05-11 13F Wells Fargo & Company/mn 583 428 0,88 21 651 −21,43
2026-05-14 13F Arrowstreet Capital, Limited Partnership 79 166 2 938
2026-04-20 13F Louisiana State Employees Retirement System 82 100 3,53 3 047 −19,38
2026-05-08 13F Oslo Pensjonsforsikring AS 3 823 142
2026-05-12 13F CIBC Bancorp USA Inc. 16 575 52,12 615 11,21
2026-05-14 13F Bare Financial Services, Inc 65 30,00 2 0,00
2026-05-14 13F Captrust Financial Advisors 14 164 65,20 525 28,68
2026-05-11 13F Nomura Asset Management Co Ltd 120 201 1,41 4 461 −21,02
2026-05-14 13F Capital Fund Management S.a. 85 554 3 175
2026-05-12 13F Summit Trail Advisors, Llc 22 150 34,45 822 4,59
2026-04-27 13F V-Square Quantitative Management LLC 4 904 1,93 182 −20,96
2026-05-14 13F K2 Principal Fund, L.p. Put 30 000 1 113
2026-05-15 13F Brevan Howard Capital Management LP 63 213 58,18 2 346 23,16
2026-04-13 13F Massmutual Trust Co Fsb/adv 1 674 1,64 62 −20,51
2026-05-15 13F United Capital Financial Advisers, Llc 13 949 62,58 518 26,72
2026-05-15 13F Saudi Central Bank 10 576 392
2026-05-21 13F JDM Financial Group LLC 119 4
2026-05-15 13F Continental Advisors Llc 82 500 3 062
2026-05-13 13F Bank Of Montreal /can/ 4 905 475 102,30 182 042 56,15
2026-05-13 13F nVerses Capital, LLC 5 970 222
2026-05-07 13F Northwestern Mutual Wealth Management Co 2 262 21,48 84 −5,68
2026-05-14 13F Hyperion Capital Advisors LP 8 611 42,07 320 10,76
2026-05-14 13F JustInvest LLC 39 047 7,83 1 449 −16,00
2026-05-07 13F Cassaday & Co Wealth Management LLC 143 5
2026-05-15 13F Macquarie Group Ltd 61 319 11,62 2 276 −13,07
2026-04-30 13F Whipplewood Advisors, LLC 281 10
2026-05-12 13F Mirabella Financial Services Llp 6 804 252
2026-04-15 13F Fortitude Family Office, LLC 213 2,40 8 −22,22
2026-02-11 13F Parallel Advisors, LLC 620 5,44 30 0,00
2026-05-12 13F Fox Run Management, L.l.c. 24 003 48,91 856 11,33
2026-05-15 13F/A Vanguard Global Advisers, LLC 141 239 5 241
2026-04-20 13F BTC Capital Management, Inc. 106 789 47,19 3 962 14,68
2026-05-13 13F Algebris (uk) Ltd 2 037 737 57,48 75 496 22,39
2026-04-27 13F Albion Financial Group /ut 37 1
2026-05-15 13F/A Woodline Partners LP 2 230 326 17,11 82 767 −8,79
2026-04-08 13F Dynamic Advisor Solutions LLC 74 486 12,24 2 764 −12,59
2026-05-14 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 6 794 252
2026-05-14 13F Blueshift Asset Management, LLC 17 921 665
2026-05-15 13F Alyeska Investment Group, L.P. 24 049 892
2026-05-15 13F Susquehanna Fundamental Investments, Llc 90 972 3 376
2026-05-08 13F Gsa Capital Partners Llp 27 138 1
2026-05-04 13F Envestnet Asset Management Inc 321 494 9,76 11 931 −14,52
2026-04-21 13F Mesirow Financial Investment Management, Inc. 34 146 43,27 1 267 11,63
2026-04-10 13F Oak Thistle LLC 180 199 359,35 6 687 257,78
2026-05-07 13F Commerzbank Aktiengesellschaft /fi 22 123 124,05 1
2026-05-14 13F Us Bancorp \de\ 8 660 0,09 321 −22,09
2026-05-15 13F MAI Capital Management 3 132 502,31 116 383,33
2026-04-13 13F Community Trust & Investment Co 388 401 28,87 14 414 0,37
2026-05-04 13F Applied Finance Capital Management, LLC 8 594 9,81 319 −14,52
2026-04-22 13F Pictet Asset Management Holding SA 336 272 24,42 12 473 −3,17
2026-05-14 13F We Are One Seven, LLC 6 319 3,42 235 −19,59
2026-05-13 13F Quantbot Technologies LP 117 999 178,36 4 379 116,84
2026-04-15 13F Merit Financial Group, LLC 13 891 30,79 515 1,78
2026-04-15 13F Bayforest Capital Ltd 2 272 84
2026-05-15 13F Goldman Sachs Group Inc 2 976 024 61,68 110 440 25,92
2026-05-15 13F Twinbeech Capital Lp 137 510 1 892,90 5 103 1 455,49
2026-05-14 13F Swiss Life Asset Management Ltd 93 920 16,00 3 485 −9,67
2026-05-15 13F Troluce Capital Advisors LLC 200 000 7 422
2026-05-15 13F Millennium Management Llc 2 598 051 127,83 96 414 77,44
2026-05-12 13F Fiera Capital Corp 694 016 1,51 25 755 −20,95
2026-05-15 13F Citadel Advisors Llc Put 27 000 1 002
2026-05-07 13F SEB Asset Management AB 183 107 6 795
2026-05-15 13F Verition Fund Management LLC 51 450 378,52 1 909 272,85
2026-05-11 13F Rossby Financial, LCC 264 256,76 10 200,00
2026-05-15 13F Citadel Advisors Llc Call 34 800 27,94 1 291 −0,39
2026-05-15 13F/A Vanguard Portfolio Management Llc 14 625 529 542 753
2026-05-05 13F Ofi Invest Asset Management 11 015 409
2026-05-06 13F Hartland & Co., LLC 30 648 18,21 1 137 −7,94
2026-05-07 13F Diamond Hill Capital Management Inc 7 192 046 67,47 266 897 30,42
2026-04-20 13F Ritholtz Wealth Management 24 776 0,77 919 −21,52
2026-05-15 13F Citadel Advisors Llc 3 137 357 197,65 116 427 131,81
2026-05-12 13F CIBC Asset Management Inc 20 618 0,41 765 −21,78
2026-04-13 13F Wedge Capital Management L L P/nc 94 297 17,31 3 499 −8,64
2026-05-14 13F Algert Global Llc 279 150 152,76 10 100,00
2026-05-15 13F Two Sigma Investments, Lp 63 500 2 356
2026-04-22 13F Apollon Wealth Management, LLC 10 658 29,28 396 0,77
2026-05-15 13F/A Vanguard Investments Australia, Ltd. 145 173 5 387
2026-05-08 13F Vann Equity Management LLC 12 878 478
2026-05-15 13F Equitable Holdings, Inc. 23 004 61,68 1 096 61,89
2026-05-05 13F Livforsakringsbolaget Skandia, Omsesidigt 291 100 9,85 10 800 −14,46
2026-04-17 13F Bell Investment Advisors, Inc 101 14,77 4 −25,00
2026-04-20 13F Assenagon Asset Management S.A. 74 483 437,47 2 764 318,79
2026-05-04 13F Chicago Partners Investment Group LLC 5 003 208
2026-05-06 13F Assetmark, Inc 20 652 0,88 766 −21,44
2026-05-06 13F Intentional Wealth Strategies, LLC 15 1
2026-05-15 13F Bank Of America Corp /de/ 889 016 15,79 32 991 −9,82
2026-05-15 13F Aigen Investment Management, Lp 6 844 254
2026-05-15 13F Schonfeld Strategic Advisors LLC 18 879 344,21 701 246,53
2026-05-15 13F Gillson Capital LP 210 000 8
2026-04-10 13F Quaker Wealth Management, LLC 37 12,12 1 0,00
2026-04-17 13F AdvisorNet Financial, Inc 63 18,87 2 0,00
2026-04-27 13F La Banque Postale Asset Management SA 101 902 48,36 3 782 15,56
2026-04-21 13F Pinnacle Associates Ltd 39 059 11,30 1 449 −13,34
2026-04-28 13F Handelsbanken Fonder AB 91 800 0,77 3 −25,00
2026-05-15 13F Dynamic Technology Lab Private Ltd 14 555 34,91 540 5,06
2026-04-13 13F Creative Financial Designs Inc /adv 5 0
2026-05-05 13F Frazier Financial Advisors, LLC 109 4
2026-04-17 13F Fifth Third Wealth Advisors LLC 10 314 7,24 383 −16,59
2026-05-08 13F Russell Investments Group, Ltd. 335 357 35,08 12 129 1,92
2026-04-24 13F Root Financial Partners, LLC 888 64,14 33 28,00
2026-05-01 13F Avion Wealth 32 3,23 0
2026-04-13 13F Mather Group, Llc. 262 10
2026-05-08 13F Joseph Group Capital Management 151 6
2026-05-15 13F Jacobs Levy Equity Management, Inc 136 228 5 055
2026-05-14 13F BTG Pactual Asset Management US LLC 6 580 51,75 244 18,45
2026-05-21 13F Essential Partners LLC 1 084 245,22 40 185,71
2026-05-05 13F Mount Lucas Management LP 10 388 5,29 385 −18,09
2026-05-15 13F Price T Rowe Associates Inc /md/ 17 525 534 1,55 650 −20,92
2026-05-15 13F Credit Agricole S A 25 287 0,44 938 −21,77
2026-04-28 13F Bogart Wealth, LLC 28 1
2026-04-27 13F Leonteq Securities AG 335 12
2026-05-13 13F Franklin Resources Inc 532 796 13,46 19 772 −11,64
2026-05-15 13F Lazard Asset Management Llc 902 568 25,26 33 494 −2,45
2026-05-06 13F Dunhill Financial, LLC 39 457,14 1
2026-05-14 13F Allworth Financial LP 2 062 77
2026-05-07 13F Qsemble Capital Management, LP 109 760 6,55 4 073 −17,01
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 37 004 21,42 1 398 −5,86
2026-05-05 13F UBS Group AG 1 927 350 91,06 71 524 48,80
2026-05-15 13F Wealth Preservation Advisors, LLC 49 2
2026-05-13 13F Xponance, Inc. 86 330 6,43 3 204 −17,11
2026-04-10 13F Matrix Trust Co 553 0
2026-04-13 13F IFP Advisors, Inc 3 077 1,52 114 −20,83
2026-05-11 13F Salomon & Ludwin, LLC 301 437,50 11 450,00
2026-05-11 13F Four Tree Island Advisory LLC 370 478 2,46 13 748 −20,20
2026-05-15 13F/A VANGUARD ASSET MANAGEMENT, Ltd 570 853 21 184
2026-05-14 13F EntryPoint Capital, LLC 11 484 426
2026-04-13 13F Highland Capital Management, Llc 13 314 494
2026-02-17 13F Capitolis Liquid Global Markets LLC 208 000 9 911
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
DE:AXJ 35,12 €
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista