Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SSGA Active Trust - SPDR Blackstone High Income ETF inkluderar Inspire Advisors, LLC, Eldridge Investment Advisors, Inc., SIRAX - Sierra Tactical All Asset Fund Class A, Stifel Financial Corp, Merit Financial Group, LLC, BTC Capital Management, Inc., Gateway Wealth Partners, LLC, Wealth Watch Advisors, INC, Kestra Advisory Services, LLC, Aptus Capital Advisors, LLC, och Luminist Capital 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 7 577 | 217 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 78 544 | 25,91 | 2 246 | 27,99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 107 064 | 3,71 | 3 061 | 5,44 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 1 187 291 | 243,05 | 33 945 | 248,79 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 166 742 | 61,22 | 4 749 | 67,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 97 628 | 8,94 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15 496 | 23,02 | 441 | 24,29 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 407 600 | 23,69 | 11 653 | 25,76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 720 | 41,18 | 21 | 42,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 202 956 | 25,98 | 5 802 | 28,08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 848 | 15,48 | 482 | 17,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 211 232 | 13,84 | 6 039 | 15,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 929 384 | 3,78 | 26 571 | 5,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14 306 | 409 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 10 000 | 286 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 500 | 45,51 | 300 | 48,51 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 11 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 28 322 | 1,32 | 810 | 2,93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 38 390 | 1,28 | 1 096 | 2,91 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 92 200 | 2,67 | 2 636 | 4,36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11 170 | 9,47 | 319 | 11,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 299 272 | 68,75 | 8 556 | 71,57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 012 493 | 25,86 | 28 947 | 27,97 | ||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 123 721 | 1,18 | 3 532 | 0,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123 153 | 123,90 | 4 | 200,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 552 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 577 051 | 16,58 | 16 498 | 18,52 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 200 | 753,33 | 91 | 810,00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 81 800 | 2 339 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 012 493 | 20,17 | 28 947 | 24,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103 601 | 5,92 | 2 962 | 7,67 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 102 222 | 2 905 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 156 945 | 11,81 | 4 488 | 13,68 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 757 | 21,89 | 365 | 23,81 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 79 | 2,60 | 2 | 0,00 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 34 000 | 172,00 | 972 | 176,92 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 82 935 | 17,17 | 2 371 | 19,15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26 265 | 751 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 10 059 | 288 | ||||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 41 244 | 289,87 | 1 179 | 296,97 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 151 524 | 4 332 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 080 | 1,97 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 959 | 11,16 | 542 | 13,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 428 | 270 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 206 010 | 2 195,89 | 5 890 | 2 236,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 98 694 | 211,14 | 2 822 | 216,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 306 | 95 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144 732 | 7,92 | 4 138 | 9,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 917 612 | 4,56 | 26 235 | 6,31 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8 461 | 14,97 | 238 | 13,94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 499 848 | 45,90 | 14 291 | 48,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 97 810 | 6,76 | 2 750 | 5,85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 495 625 | 35,08 | 14 170 | 37,34 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 19 779 | 8,33 | 565 | 10,14 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 132 848 | 10,59 | 3 798 | 12,47 |
