Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X MLP & Energy Infrastructure ETF inkluderar SSIZX - Sierra Tactical Core Income Fund Class A Shares, Sage Private Wealth Group, Llc, GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Vectors Research Management, LLC, Spectrum Asset Management, Inc. (NB/CA), Beck Capital Management, Llc, Courier Capital Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Midwest Professional Planners, LTD., American Trust, First Manhattan Co, Concurrent Investment Advisors, LLC, Gts Securities Llc, Cubist Systematic Strategies, LLC, Jane Street Group, Llc, Sunbeam Capital Management, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, och J.Safra Asset Management Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 092 | 0,66 | 1 747 | −1,91 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 396 663 | 4,34 | 24 855 | 2,45 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 98 587 | 3,59 | 6 177 | 1,73 | ||||
| 2025-09-03 | 13F | American Trust | 22 625 | 1 418 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 864 | 22,44 | 1 245 | 20,08 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 701 | 4,92 | 545 | 3,02 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 12 220 | 3,94 | 766 | 2,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 742 | 0,14 | 924 | −1,70 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 4 307 | 7,49 | 270 | 5,49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 543 697 | 19,22 | 34 068 | 17,07 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16 172 | 0,36 | 1 013 | −1,46 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 100 330 | 111,39 | 6 287 | 107,60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 1 538 | 96 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 666 500 | 2,55 | 41 763 | 0,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 71 441 | 7,25 | 4 476 | 5,32 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 17 977 | 5,02 | 1 126 | 3,11 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10 200 | 4,08 | 639 | 2,24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9 380 | 3,59 | 588 | 1,73 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 301 | 833 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 556 | 16,89 | 1 413 | 14,78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 517 | 9,77 | 1 098 | 7,76 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 99 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | Call | 202 400 | 24,94 | 13 | 20,00 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 079 | 20,95 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 12 400 | 777 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 658 | 299,38 | 730 | 292,47 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 52 858 | 16,08 | 3 312 | 14,01 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 231 | 892 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 735 | 52,85 | 1 049 | 50,14 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 466 | 1 270,59 | 0 | |||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 7 555 | 472 | ||||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3 540 | 222 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 38 530 | 2 414 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 620 | 9,70 | 227 | 7,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 871 885 | 5,80 | 618 572 | 3,89 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 1 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 29 011 | 1 818 | ||||||
| 2025-07-16 | 13F | Morangie Management LLC | 22 558 | 1 413 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 056 | 38,76 | 1 006 | 36,31 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 157 432 | 0,18 | 9 865 | −1,63 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175 687 | 11 009 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175 551 | 4,01 | 11 000 | 7,62 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 7 356 | 27,42 | 461 | 25,00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5 300 | 8,16 | 332 | 6,41 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4 900 | 16,67 | 307 | 14,55 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13 147 | 824 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 203 | 2,44 | 2 857 | −0,73 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 231 | 61,72 | 766 | 58,92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 30 526 | 39,31 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 8 185 | 11,24 | 513 | 9,17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 292 | 582 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 655 | 4,86 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39 335 | 2 465 | ||||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 23 572 | 1 477 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 28 900 | 1 811 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 44 689 | 18,87 | 2 763 | 25,36 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 72 851 | 0,91 | 4 565 | −0,91 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 75 200 | 4 712 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 181 914 | 5,85 | 11 399 | 3,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 039 | 128 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39 092 | 0,80 | 2 450 | −1,01 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29 295 | 6,00 | 1 836 | 4,08 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8 733 | 131,40 | 547 | 127,92 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 86 425 | 64,01 | 5 415 | 61,06 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 90 581 | 7,05 | 5 676 | 5,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 61 744 | 120,96 | 3 869 | 116,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258 139 | 3,15 | 16 175 | 1,30 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18 537 | 1,02 | 1 161 | −0,77 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 137 | 0,41 | 447 | −1,32 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50 500 | 1,57 | 3 164 | −0,25 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20 773 | 9,79 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 446 860 | 12,80 | 153 320 | 10,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231 490 | 0,48 | 14 505 | −1,33 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 35 101 | 2 199 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 360 | 633,61 | 1 213 | 622,02 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 89 681 | 0,42 | 5 619 | −1,39 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 537 | 183,53 | 1 162 | 178,42 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 15 564 | 975 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 200 | 1,14 | 388 | −0,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 32 822 | 179,38 | 2 057 | 174,50 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 48 720 | 3,86 | 3 053 | 1,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 722 | 35,46 | 45 | 32,35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3 324 | 0,97 | 208 | −0,95 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 400 | 55,04 | 25 | 56,25 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 096 | 0,33 | 821 | −1,44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 900 | 1 247 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 224 | 7,76 | 327 | 5,83 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 24 983 | 1 566 | ||||||
| 2025-08-13 | 13F | Bollard Group LLC | 45 475 | 1,18 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 203 | 201 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 125 128 | 0,95 | 7 841 | −0,87 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 73 923 | 0,70 | 4 516 | 1,10 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 5 849 | 2,22 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 301 | 17,19 | 896 | 14,89 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 47 290 | 0,85 | 2 963 | −0,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 920 | 17,05 | 58 | 14,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28 213 | 19,71 | 1 768 | 17,56 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 51 500 | 3 227 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 475 | 6,94 | 406 | 4,92 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 415 | 267,60 | 214 | 261,02 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3 261 | 204 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 3 326 | 208 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 314 | 0,32 | 20 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36 485 | 52,16 | 2 286 | 49,41 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 975 | 249 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 13 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27 036 | 7,80 | 1 694 | 5,88 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31 304 | 14,23 | 1 920 | 23,31 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 8 327 | 81,18 | 522 | 77,82 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 493 | 902,01 | 94 | 933,33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 60 170 | 261,01 | 3 770 | 254,66 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 3 095 | 194 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10 700 | 670 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 17 770 | 3,38 | 1 113 | 1,55 | ||||
| 2025-04-21 | NP | GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 114 685 | 7 249 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 71 | 4 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 27 292 | 13,32 | 1 704 | 10,72 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 229 900 | 14 406 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 793 | 41,09 | 363 | 38,55 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 78 690 | 35,19 | 4 931 | 32,74 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10 382 | 10,94 | 651 | 8,88 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 6 388 | 400 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 214 760 | 22,46 | 13 457 | 20,25 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 60 643 | 51,80 | 3 800 | 49,04 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 54 894 | 1 321,02 | 3 440 | 1 297,97 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 16 743 | 4,42 | 1 049 | 2,54 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3 591 | 225 | ||||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 49 411 | 3 096 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 199 132 | 0,72 | 12 478 | −1,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 187 | 4,20 | 1 140 | 2,34 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106 521 | 247,06 | 6 675 | 240,86 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 8 500 | 6,25 | 533 | 4,31 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 162 | 161,29 | 10 | 233,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 917 | 9,11 | 7 | 16,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 904 | 57 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 207 | 24 040,00 | 76 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 7 458 | 467 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 428 | 277 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4 335 | 7,97 | 272 | 5,86 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 171 | 11 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28 400 | 1 780 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 820 089 | 41 304,92 | 3 923 | 803,92 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 433 | 3,09 | 275 | 6,61 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 250 390 | 3,70 | 15 689 | 1,84 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 56 899 | 2,62 | 3 565 | 0,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 971 | 9,03 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 199 | 1,21 | 3 960 | −0,60 | ||||
| 2025-06-30 | NP | MLPD - Global X MLP & Energy Infrastructure Covered Call ETF | 174 752 | 19,24 | 10 511 | 14,56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 597 | 3,62 | 1 667 | 1,77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 426 | 10,18 | 2 282 | 8,20 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 11 497 | 720 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 061 803 | 6,86 | 66 533 | 4,94 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 039 | 0,05 | 1 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 33 056 | 3,63 | 2 071 | 1,77 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 75 416 | 0,87 | 5 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 764 | 113,54 | 925 | 109,75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3 979 | 249 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 112 | 7 | ||||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 28 927 | 0,50 | 1 813 | −1,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 948 | 9,75 | 1 932 | 7,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 155 | 1,67 | 1 200 | −0,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16 087 | 5,24 | 1 008 | 3,28 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 083 | 1,31 | 68 | −1,47 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 349 | 22 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 16 456 | 1 031 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 72 150 | 3,81 | 4 521 | 1,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 422 391 | 1,31 | 89 127 | −0,52 |
