Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i VanEck ETF Trust - VanEck Intermediate Muni ETF inkluderar Simon Quick Advisors, Llc, J.Safra Asset Management Corp, Vise Technologies, Inc., Midwest Trust Co, Gts Securities Llc, Quadrature Capital Ltd, Gutierrez Wealth Advisory, LLC, Wbh Advisory Inc, RDA Financial Network, YANKCOM Partnership, Skopos Labs, Inc., NewSquare Capital LLC, AE Wealth Management LLC, Clarity Asset Management, Inc., Rothschild Investment Llc, Atlantic Union Bankshares Corp, HighMark Wealth Management 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Sandy Spring Bank | 57 | 3 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 122 | 6 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 882 | 206,02 | 86 | 214,81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 1 272 | 58 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 554 | 51,17 | 707 | 51,07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 475 | 22 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 937 | 43 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 19 259 | 0,25 | 876 | 0,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 334 | 652 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 14 920 | 0,10 | 678 | 0,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 109 868 | 4 996 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 447 121 | 49,69 | 20 331 | 49,56 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453 820 | 35,26 | 20 635 | 35,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39 100 | 1 778 | ||||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 113 095 | 344,68 | 5 147 | 339,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 725 | 11,36 | 78 | 9,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 776 | 672 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 12 766 | 26,21 | 578 | 25,65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 937 260 | 6,53 | 88 087 | 6,43 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 53 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 314 | 361,76 | 14 | 366,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 420 | 201 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 877 749 | 217,29 | 39 908 | 217,02 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 875 | 313 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 626 341 | 19,74 | 28 480 | 19,63 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 14 669 | 667 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 45 350 | 2 062 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7 221 | 2,40 | 328 | 2,50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59 887 | 2,57 | 2 723 | 2,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 90 276 | 4 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 130 700 | 35,72 | 5 943 | 35,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20 824 | 50,96 | 947 | 50,88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79 696 | 1 608,38 | 3 624 | 1 608,96 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9 802 | 9,97 | 446 | 9,88 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13 222 | 601 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 164 | 73,55 | 2 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 176 | 1 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 21 301 | 1,87 | 969 | 1,79 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 350 047 | 0,11 | 15 917 | 0,02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12 715 | 0,12 | 578 | 0,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33 303 | 4,58 | 1 515 | 4,55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 546 | 36,41 | 389 | 36,14 | ||||
| 2025-07-18 | 13F | Vicus Capital | 53 270 | 18,03 | 2 422 | 17,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31 037 | 1 411 | ||||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 6 926 | 3,51 | 315 | 3,62 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 354 | 16 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 35 213 | 14,69 | 1 601 | 14,60 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0,00 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 898 | 0,34 | 41 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 5 242 | 9,28 | 238 | 9,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 70 938 | 7,70 | 3 226 | 6,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 741 | 0,03 | 307 | 0,00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 35 678 | 23,19 | 1 622 | 23,07 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 48 404 | 2 197 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 13 598 | 618 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 682 | 31 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 23 310 | 2,55 | 1 060 | 2,42 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 78 012 | 11,96 | 3 547 | 11,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 183 | 54 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 156 012 | 2,49 | 7 094 | 2,40 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 255 | 12 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 57 | 3 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 676 | 81,33 | 1 622 | 81,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716 287 | 4,98 | 32 570 | 4,89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44 674 | 53,03 | 2 031 | 52,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 865 145 | 3,20 | 39 338 | 3,11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 636 894 | 47,13 | 165 370 | 47,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 093 | 10,99 | 868 | 11,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 808 015 | 7,39 | 36 740 | 7,30 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 953 | 108,69 | 134 | 109,38 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 51 670 | 13,98 | 2 349 | 13,86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38 564 | 136,02 | 1 754 | 135,94 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 0 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 35 959 | 1 635 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 993 | 16,57 | 273 | 16,74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 386 | 73,14 | 427 | 73,17 |
