Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Ispire Technology Inc. inkluderar
Aqr Capital Management Llc,
Virtu Financial LLC,
Pnc Financial Services Group, Inc.,
Private Wealth Management Group, LLC,
Hartland & Co., LLC,
och
IFP Advisors, Inc
.
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
(%) |
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
933 |
0,76 |
0 |
|
|
| 2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
2 958 |
348,18 |
7 |
133,33 |
|
| 2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
25 |
8,70 |
0 |
|
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
140 |
154,55 |
0 |
|
|
| 2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
45 |
125,00 |
0 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
95 454 |
8,83 |
241 |
−42,17 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
106 835 |
1,48 |
269 |
−45,98 |
|
| 2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
24 |
|
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Virtu Financial LLC
|
|
|
|
12 424 |
|
0 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
27 438 |
9,68 |
69 |
−41,53 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
9 738 |
6,09 |
25 |
−4,00 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
433 079 |
2,62 |
1 109 |
−3,82 |
|
| 2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
14 369 |
|
37 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
943 |
5,01 |
3 |
−50,00 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
318 552 |
18,07 |
815 |
10,73 |
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
1 443 |
|
4 |
|
|
| 2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
10 248 |
54,04 |
26 |
44,44 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
4 937 |
468,78 |
13 |
550,00 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
11 606 |
5,05 |
32 |
−38,46 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
9 255 |
31,18 |
24 |
21,05 |
|
| 2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
44 |
340,00 |
0 |
|
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
46 552 |
0,11 |
119 |
−5,56 |
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
33 250 |
59,18 |
0 |
|
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
2 181 |
2,44 |
6 |
−40,00 |
|
| 2025-08-22 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
12 785 |
6,52 |
33 |
0,00 |
|
| 2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
33 614 |
101,62 |
86 |
91,11 |
|
| 2025-07-29 |
13F |
Private Wealth Management Group, LLC
|
|
|
|
256 |
|
1 |
|
|
| 2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
29 910 |
213,49 |
77 |
192,31 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
9 458 |
175,50 |
24 |
166,67 |
|
| 2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
12 810 |
20,74 |
33 |
14,29 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
178 621 |
275,77 |
457 |
254,26 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
849 |
363,93 |
2 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
31 300 |
47,64 |
80 |
40,35 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
476 416 |
0,35 |
1 220 |
−5,94 |
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
5 405 |
73,35 |
15 |
0,00 |
|
| 2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1 784 |
68,46 |
5 |
100,00 |
|
