Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF inkluderar Karpus Management, Inc., Insight Advisors, LLC/ PA, Thoroughbred Financial Services, Llc, Brown Brothers Harriman & Co, Dakota Wealth Management, We Are One Seven, LLC, Dynamic Financial Group, Acorn Financial Advisory Services Inc /adv, Pure Financial Advisors, Inc., Atlantic Union Bankshares Corp, Smartleaf Asset Management LLC, Thurston, Springer, Miller, Herd & Titak, Inc., Strategic Wealth Partners, Ltd., Atticus Wealth Management, Llc, NewSquare Capital LLC, och Activest Wealth Management .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 350 | 335,00 | 165 | 358,33 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 6 161 | 234 | ||||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 430 | 206 | ||||||
2025-08-11 | 13F | Citigroup Inc | 127 527 | 18,79 | 4 842 | 21,96 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 769 | 29 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 810 | 69 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 15 180 | 1,29 | 576 | 3,97 | ||||
2025-08-14 | 13F | Comerica Bank | 35 427 | 11,36 | 1 345 | 14,37 | ||||
2025-07-16 | 13F | Novem Group | 33 250 | 2,83 | 1 263 | 5,61 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 182 | 1,11 | 7 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 7 399 953 | 5,69 | 280 976 | 8,52 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 107 | 36,22 | 3 611 | 39,91 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 31 011 | 28,83 | 1 177 | 32,25 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 31 955 | 39,07 | 1 | |||||
2025-08-05 | 13F | Key FInancial Inc | 1 237 | 1 089,42 | 47 | 1 433,33 | ||||
2025-08-08 | 13F | Gts Securities Llc | 13 507 | 513 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 464 132 | 6,87 | 55 593 | 9,74 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 68 631 | 2 606 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 561 | 0,90 | 21 | 5,00 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 8 665 | 329 | ||||||
2025-08-07 | 13F | PFG Advisors | 13 683 | 0,45 | 520 | 3,18 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 7 600 | 289 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 17 548 | 60,86 | 666 | 65,26 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 34 566 | 7,04 | 1 278 | 14,11 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 25 323 | 1 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 392 | 15 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 96 730 | 2,15 | 3 673 | 4,88 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16 631 | 0,34 | 631 | 12,88 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 46 123 | 62,74 | 1 751 | 67,08 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 27 600 | 150,91 | 1 048 | 157,88 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 20 865 | 6,84 | 792 | 9,70 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 135 075 | 0,60 | 5 129 | 3,28 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 303 089 | 18,59 | 11 208 | 29,98 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 110 346 | 21,01 | 4 190 | 24,23 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 165 | 32,40 | 196 | 36,11 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 236 522 | 8 981 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 280 | 200 | ||||||
2025-08-06 | 13F | Convergence Financial, LLC | 101 827 | 1,82 | 3 866 | 4,54 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 78 464 | 2,20 | 2 979 | 4,93 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 104 250 | 22,22 | 4 | 0,00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 30 219 | 1,45 | 1 147 | 4,18 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 71 613 | 6,66 | 2 719 | 9,55 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1 464 | 75,54 | 56 | 83,33 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 49 637 | 34,91 | 1 885 | 38,53 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 645 | 62 | ||||||
2025-07-25 | 13F | Prostatis Group LLC | 107 295 | 15,97 | 4 074 | 19,06 | ||||
2025-08-04 | 13F | Atria Investments Llc | 48 746 | 70,17 | 1 851 | 74,69 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 5 862 | 20,59 | 0 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 51 342 | 16,03 | 1 949 | 19,13 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 28 256 | 18,03 | 1 073 | 21,13 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 844 | 12,54 | 602 | 14,91 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 222 768 | 26,63 | 8 459 | 30,02 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 47 121 | 82,55 | 2 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 355 | 44,46 | 51 | 50,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 263 828 | 9,69 | 10 018 | 12,63 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 232 | 8,85 | 313 | 11,83 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 39 527 | 54,13 | 1 450 | 65,90 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 33 493 | 38,26 | 1 272 | 42,01 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 8 050 | 14,18 | 313 | 20,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 560 | 39,95 | 457 | 50,00 | ||||
2025-08-05 | 13F | Huntington National Bank | 24 | 0,00 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 41 581 | 7,68 | 1 579 | 10,50 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 986 356 | 2,31 | 75 422 | 5,05 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 22 964 | 18,95 | 872 | 22,16 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72 285 | 9,24 | 2 745 | 12,14 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 99 | 4 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 523 150 | 72,61 | 19 864 | 77,23 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 192 394 | 188,36 | 7 305 | 196,11 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 18 085 | 687 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55 004 | 26,90 | 2 089 | 30,34 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 776 709 | 3 777,33 | 73 | −97,24 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 5 864 | 5,87 | 223 | 8,82 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 50 292 | 12,82 | 1 910 | 15,84 | ||||
2025-07-09 | 13F | Triumph Capital Management | 8 311 | 39,24 | 316 | 43,18 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 41 517 | 1,20 | 1 576 | 3,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 7 482 | 284 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 264 | 4,20 | 48 | 9,09 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 40 447 | 3,80 | 1 536 | 6,52 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 114 893 | 24,60 | 42 333 | 27,94 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 869 | 13,37 | 2 387 | 16,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 657 564 | 37,89 | 24 972 | 41,57 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 087 | 262,33 | 41 | 272,73 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 24 376 | 32,36 | 926 | 35,83 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 32 486 | 0,02 | 1 233 | 2,66 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 301 983 | 6,18 | 201 316 | 9,02 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 10 645 | 6,70 | 404 | 9,78 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 9 272 | 0,15 | 352 | 2,92 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 146 | 44 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 12 325 | 0,96 | 468 | 3,55 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 76 457 | 16,73 | 2 903 | 19,86 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 60 300 | 1,90 | 2 290 | 4,62 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8 175 | 46,85 | 310 | 51,22 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 246 274 | 1 200,90 | 9 351 | 1 235,86 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 000 | 38 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 161 522 | 0,29 | 6 133 | 2,97 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 630 | 24 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 21 368 | 63,66 | 814 | 68,88 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 270 | 30,14 | 656 | 33,67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 969 362 | 7,15 | 112 747 | 10,02 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 069 | 5,00 | 800 | 7,68 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 45 031 | 60,00 | 1 710 | 64,33 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 659 433 | 31,06 | 24 993 | 33,67 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9 608 | 0,02 | 365 | 2,54 | ||||
2025-08-14 | 13F | Fmr Llc | 2 186 | 42,60 | 83 | 48,21 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 123 338 | 19,59 | 4 763 | 24,89 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 481 | 7,48 | 322 | 10,65 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 22 881 | 50,25 | 869 | 54,17 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 400 | 81 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 180 685 | 189,11 | 6 861 | 196,84 |