Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Barings Corporate Investors inkluderar Patriot Investment Management Inc., Farther Finance Advisors, LLC, och Kingsview Wealth Management, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 58 794 | 16,33 | 1 273 | 7,52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26 504 | 4,20 | 574 | −3,69 | ||||
2025-08-13 | 13F | Invesco Ltd. | 237 886 | 0,88 | 5 153 | −6,78 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 100 753 | 4,08 | 2 182 | −3,79 | ||||
2025-08-14 | 13F | Comerica Bank | 10 232 | 76,41 | 222 | 63,70 | ||||
2025-08-12 | 13F | LPL Financial LLC | 59 483 | 44,95 | 1 288 | 34,03 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 137 | 46 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 034 | 2,32 | 456 | −5,41 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 18 105 | 56,96 | 392 | 45,19 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 226 071 | 3,34 | 4 897 | −4,51 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 306 | 332 | ||||||
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 | 238 607 | 38,74 | 4 975 | 37,67 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 21 167 | 19,76 | 457 | 15,11 | ||||
2025-08-11 | 13F | TSP Capital Management Group, LLC | 1 872 | −9,09 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 68 100 | 1 475 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61 418 | 1,48 | 1 330 | −6,21 | ||||
2025-08-05 | 13F | Huntington National Bank | 258 | −7,55 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 103 | 1,85 | 24 | −8,00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 176 900 | 4,16 | 3 832 | −3,77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 74 745 | 6,73 | 2 | 0,00 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 3 677 | −7,71 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48 045 | 0,33 | 1 041 | −7,31 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 38 019 | 21,88 | 823 | 12,59 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 362 189 | 9,18 | 7 845 | 0,89 | ||||
2025-08-14 | 13F | Colony Group, LLC | 19 238 | 417 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 613 | 773,91 | 57 | −85,79 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 43 966 | 7,29 | 952 | −0,83 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 103 609 | 4,23 | 2 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 771 | 5,88 | 948 | −2,17 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 814 | 451 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 38 320 | 1,96 | 830 | −5,79 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5 132 | 14,73 | 109 | 6,86 | ||||
2025-07-15 | 13F | Graypoint LLC | 24 455 | 1,98 | 530 | −5,87 |