Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF inkluderar Meeder Advisory Services, Inc., Asio Capital, LLC, Hancock Whitney Corp, New England Private Wealth Advisors LLC, Diversify Advisory Services, LLC, Forefront Analytics, LLC, Boothbay Fund Management, Llc, Sabal Trust CO, Meridian Wealth Management, LLC, Global Retirement Partners, LLC, Axxcess Wealth Management, Llc, Wealthcare Advisory Partners LLC, BRYN MAWR TRUST Co, J.w. Cole Advisors, Inc., AssuredPartners Investment Advisors, LLC, First Heartland Consultants, Inc., Benjamin Edwards Inc, Congress Wealth Management LLC / DE /, Perigon Wealth Management, LLC, och Phoenix Wealth Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 112 339 | 148,10 | 2 725 | 146,38 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 220 265 | 2,39 | 5 344 | 1,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 309 758 | 1,70 | 31 775 | 0,95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 652 | 1,00 | 210 | 0,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 12 870 | 2,79 | 312 | 1,96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 637 | 58,67 | 355 | 57,78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 201 | 104,34 | 296 | 104,14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 18 354 | 27,87 | 445 | 27,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 746 | 18 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38 451 | 933 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 571 | 256 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 26 487 | 10,67 | 643 | 9,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13 032 | 47,09 | 316 | 46,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 119 629 | 151,44 | 2 896 | 149,87 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 500 | 303 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 102 | 0,99 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 166 091 | 5,17 | 52 549 | 4,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 770 | 73,65 | 1 571 | 72,45 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 12 000 | 291 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 69 889 | 5,28 | 1 695 | 4,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 928 | 823 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15 346 | 372 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 253 | 200 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 195 667 | 0,51 | 4 747 | −0,23 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 29 850 | 145,68 | 724 | 144,59 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 907 | 1,11 | 22 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 996 | 288 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9 300 | 226 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 14 076 | 1,10 | 341 | 0,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 826 544 | 38,22 | 20 052 | 37,20 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 44 410 | 1 085 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 593 429 | 38 657 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 116 827 | 29,08 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 34 892 | 4,36 | 846 | 3,55 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21 590 | 117,09 | 524 | 115,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 532 | 31,21 | 110 | 29,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 057 | 365 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 720 | 26,38 | 2 856 | 25,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 060 685 | 41,25 | 25 683 | 39,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 97 976 | 2 289,66 | 2 377 | 2 276,00 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 11 352 | 32,96 | 275 | 32,21 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 72 109 | 1 749 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 80 348 | 71,74 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 768 | 0,89 | 261 | 0,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 15 309 | 371 | ||||||
| 2025-08-08 | 13F | Croban | 72 109 | 5,81 | 1 749 | 5,05 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 243 270 | 5 902 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24 886 | 111,06 | 603 | 109,38 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 172 559 | 2,28 | 4 186 | 1,53 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 15 403 | 16,37 | 374 | 15,48 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 917 | 362 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 82 230 | 1 974 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 189 085 | 0,66 | 4 587 | −0,07 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 135 503 | 0,86 | 3 287 | 0,12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 545 | 33,49 | 450 | 32,45 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 24 880 | 4 046,67 | 604 | 4 207,14 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 741 931 | 0,29 | 17 999 | −0,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32 705 | 793 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 278 032 | 5,57 | 6 745 | 4,80 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 50 000 | 1 213 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 83 324 | 4,75 | 2 021 | 3,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 419 902 | 1 012,06 | 10 187 | 1 004,77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 413 451 | 1 039,58 | 10 030 | 1 032,05 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18 657 | 453 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 791 | 70,72 | 1 426 | 69,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 000 | 2 300,00 | 582 | 2 325,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 464 | 60 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 617 | 74,71 | 403 | 73,71 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14 994 | 1,09 | 364 | 0,28 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 796 | 8,78 | 820 | 7,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 060 | 632 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 96 988 | 26,34 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65 657 | 20,30 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 383 845 | 191,98 | 9 312 | 189,82 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 84 392 | 2,98 | 2 047 | 2,25 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 93 847 | 2 277 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 43 795 | 135,19 | 1 062 | 133,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 997 | 21,42 | 1 674 | 20,53 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 79 144 | 316,90 | 1 920 | 314,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 075 | 244 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 132 258 | 59,65 | 3 209 | 58,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 419 | 8,61 | 83 | 7,89 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 034 | 219 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 313 300 | 5,83 | 7 601 | 5,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679 327 | 227,70 | 16 480 | 225,31 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 55 546 | 4,07 | 1 348 | 3,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11 985 | 2,21 | 291 | 1,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25 399 | 32,53 | 616 | 31,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 943 | 338 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 253 | 30 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 62 084 | 56,06 | 1 506 | 54,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150 844 | 8,07 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17 888 | 43,86 | 434 | 42,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 907 | 386 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81 990 | 1 982 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 186 349 | 44,96 | 4 521 | 43,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14 894 | 4 155,43 | 361 | 4 412,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 156 551 | 4 |
