Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Western Asset High Income Fund II Inc. inkluderar Sunpointe, LLC, Tactive Advisors, LLC, Hartland & Co., LLC, Mariner, LLC, Rsm Us Wealth Management Llc, Accredited Investor Services, Llc, och Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 699 | 0,22 | 67 | 3,08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 568 | 2 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 38 864 | 1,58 | 167 | 4,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 124 | 40,12 | 69 | 43,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 025 099 | 41,39 | 8 688 | 45,12 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 18 327 | 3,04 | 79 | 5,41 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 146 800 | 10,96 | 630 | 13,74 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 377 581 | 8,71 | 1 620 | 11,58 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 13 976 | 60 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 13 697 | 59 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 100 | 5 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 23 168 | 99 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 232 | 5 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 218 352 | 1,70 | 937 | 4,35 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 142 584 | 612 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 68 900 | 12,03 | 296 | 14,79 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 30 927 | 133 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2 469 498 | 3,05 | 11 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 24 228 | 39,59 | 104 | 43,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 549 | 4,47 | 63 | 8,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123 080 | 31,43 | 528 | 35,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 604 132 | 18,63 | 11 172 | 21,75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 179 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 68 | 36,00 | 0 | |||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 147 625 | 10,95 | 633 | 13,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 79 344 | 7,82 | 340 | 10,75 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 148 | 3,57 | 78 | 5,48 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 69 215 | 5,92 | 297 | 8,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 277 266 | 11,62 | 1 189 | 14,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 832 | 132 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 381 889 | 8,52 | 1 638 | 11,43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 862 | 5,95 | 21 | 5,26 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 13 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67 237 | 4,85 | 288 | 7,46 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33 638 | 144 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 224 | 93,06 | 5 | 150,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 246 300 | 30,94 | 1 057 | 34,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quarry LP | 364 944 | 15,29 | 1 566 | 18,29 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2 444 328 | 2,00 | 10 486 | 4,68 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 904 236 | 2,00 | 3 780 | −3,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16 500 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 288 296 | 36,86 | 1 237 | 40,45 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 56 027 | 3,58 | 240 | 6,19 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 36 411 | 158 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 531 | 288,38 | 49 | 308,33 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 625 944 | 24,01 | 2 685 | 27,31 |
