Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NYLI CBRE Global Infrastructure Megatrends Term Fund inkluderar Sovran Advisors, LLC, Two Sigma Investments, Lp, NWF Advisory Services Inc., M Holdings Securities, Inc., Merit Financial Group, LLC, Opal Wealth Advisors, LLC, Elequin Capital Lp, Dymon Asia Capital (singapore) Pte. Ltd., Cetera Investment Advisers, Newbridge Financial Services Group, Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, och RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 567 | 9,93 | 335 | 17,19 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 173 171 | 4,13 | 2 461 | 11,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 830 879 | 8,41 | 68 647 | 15,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 345 377 | 1,93 | 33 328 | 8,82 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 70 334 | 0,04 | 999 | 6,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 27 970 | 1,32 | 397 | 8,17 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 24 449 | 20,04 | 347 | 28,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 305 106 | 26,09 | 4 336 | 34,63 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 15 429 | 0,16 | 219 | 6,83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19 084 | 13,12 | 271 | 20,98 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 21 000 | 280 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 333 086 | 2,42 | 4 733 | 9,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 680 | 21,14 | 408 | 29,21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50 414 | 27,59 | 716 | 36,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 352 | 147 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 82 802 | 1 163 | ||||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 10 414 | 148 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 6 259 969 | 0,40 | 88 954 | 7,19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 312 | 2,03 | 218 | 9,05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 79 398 | 1 128 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 14 334 | 11,85 | 204 | 19,41 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 39 650 | 244,78 | 563 | 267,97 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 361 436 | 4,23 | 5 136 | 12,19 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 107 336 | 3,03 | 1 525 | 10,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 57 | 1 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 373 | 290 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 671 168 | 28,86 | 9 537 | 37,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 552 | 8,23 | 249 | 15,81 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 309 102 | 2,00 | 18 602 | 8,89 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 14 304 | 2,11 | 203 | 9,14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 24 114 | 0,90 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140 301 | 82,03 | 1 994 | 94,44 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 000 | 14 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 34 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 274 525 | 0,20 | 3 901 | 6,99 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 18 650 | 265 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16 309 | 232 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 759 | 473,61 | 167 | 18,44 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20 687 | 0 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 322 582 | 3,05 | 19 | 5,88 |
