Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity D & D Bancorp, Inc. inkluderar
Quantinno Capital Management LP,
Hsbc Holdings Plc,
RMB Capital Management, LLC,
Raymond James Financial Inc,
Farther Finance Advisors, LLC,
Hartland & Co., LLC,
och
Allworth Financial LP
.
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
(%) |
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
26 065 |
0,43 |
1 063 |
−8,76 |
|
| 2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
451 |
21,56 |
21 |
33,33 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
2 890 |
6,88 |
117 |
−4,13 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1 211 |
|
56 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1 251 |
430,08 |
58 |
533,33 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
630 |
53,66 |
29 |
64,71 |
|
| 2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
2 428 |
0,62 |
99 |
−8,33 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
19 |
11,76 |
1 |
|
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1 101 |
37,11 |
45 |
25,71 |
|
| 2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
346 |
1,76 |
14 |
−6,67 |
|
| 2025-08-12 |
13F |
Jacobi Capital Management LLC
|
|
|
|
8 058 |
0,09 |
371 |
10,78 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
6 758 |
8,39 |
311 |
19,69 |
|
| 2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
2 526 |
19,60 |
116 |
33,33 |
|
| 2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
521 |
8,32 |
24 |
15,00 |
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
13 685 |
44,80 |
1 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
10 791 |
3,85 |
496 |
14,81 |
|
| 2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
4 |
|
0 |
|
|
| 2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
5 989 |
|
276 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
9 |
|
0 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
16 629 |
42,04 |
765 |
56,88 |
|
| 2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
14 764 |
|
679 |
|
|
| 2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
3 240 |
78,41 |
132 |
62,96 |
|
| 2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
1 055 |
257,63 |
49 |
300,00 |
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
10 685 |
0,41 |
492 |
11,09 |
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
4 |
|
0 |
|
|
| 2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
134 |
63,41 |
6 |
100,00 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
198 |
6 500,00 |
9 |
|
|
| 2025-08-15 |
13F |
Fidelity D & D Bancorp Inc
|
|
|
|
113 729 |
14,41 |
5 232 |
26,47 |
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
7 273 |
3,94 |
335 |
14,78 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
10 889 |
33,44 |
501 |
47,49 |
|
| 2025-07-17 |
13F |
Alliance Wealth Advisors, LLC
|
|
|
|
9 336 |
0,04 |
429 |
10,57 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
6 352 |
25,63 |
292 |
39,05 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
6 277 |
20,41 |
289 |
33,33 |
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
540 |
2,47 |
22 |
−8,70 |
|
| 2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
11 |
|
0 |
|
|
| 2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
11 926 |
6,08 |
483 |
−4,17 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
38 596 |
42,62 |
2 |
0,00 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
3 |
200,00 |
0 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
6 523 |
6,20 |
266 |
−3,27 |
|
| 2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
5 374 |
3,15 |
247 |
14,35 |
|
| 2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
1 491 |
19,09 |
69 |
30,77 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
73 768 |
0,60 |
3 393 |
11,21 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
680 |
44,68 |
31 |
63,16 |
|
| 2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
47 758 |
0,65 |
1 933 |
−9,04 |
|
| 2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
4 361 |
|
201 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
3 051 |
6,98 |
140 |
18,64 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
292 875 |
0,04 |
13 472 |
10,59 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
984 |
13,23 |
45 |
25,00 |
|
| 2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
28 |
600,00 |
1 |
|
|
| 2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
271 |
1 190,48 |
12 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
97 |
120,45 |
4 |
100,00 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
1 479 |
4,97 |
68 |
17,24 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1 427 |
9,60 |
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
23 682 |
8,90 |
966 |
−1,03 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
114 165 |
1,73 |
5 253 |
12,48 |
|
