Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF inkluderar Orgel Wealth Management, LLC, Midwest Trust Co, Condor Capital Management, Orion Portfolio Solutions, LLC, Invenio Wealth Partners Llc, Elequin Capital Lp, Daymark Wealth Partners, Llc, Cambridge Investment Research Advisors, Inc., och Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Condor Capital Management | 461 713 | 11 012 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12 683 | 0,95 | 302 | 0,33 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 86 302 | 127,69 | 2 058 | 126,65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 439 103 | 10 525 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 113 950 | 244,73 | 2 718 | 243,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 575 | 252 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28 129 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 47 737 | 2,79 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27 641 | 659 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362 887 | 96,67 | 8 655 | 95,70 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77 193 | 3,92 | 1 841 | 3,43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 308 869 | 35,15 | 7 367 | 34,49 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 456 989 | 4,07 | 10 899 | 3,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 543 656 | 9,71 | 108 366 | 9,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 393 | 33 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 320 615 | 90,75 | 31 497 | 89,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 98 313 | 14,25 | 2 357 | 14,04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 939 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 28 799 | 25,31 | 685 | 24,36 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 23 574 | 2,77 | 562 | 2,37 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 300 375 | 7 164 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 18 461 | 7,81 | 440 | 7,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 401 594 | 310,48 | 9 578 | 308,44 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 838 266 | 4,40 | 43 843 | 3,88 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 558 | 1,16 | 371 | 0,82 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 288 933 | 0,98 | 6 891 | 0,48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 056 | 16,82 | 97 | 15,66 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 420 | 249 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 581 489 | 13 869 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32 862 | 24,58 | 784 | 23,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 138 | 13,30 | 385 | 12,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 319 | 79 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 77 814 | 1,45 | 1 856 | 0,92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 58 777 | 18,53 | 1 402 | 17,93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 113 586 | 20,18 | 2 705 | 19,43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 146 | 34,96 | 981 | 34,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 656 | 59,37 | 563 | 58,59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 40 161 | 4,10 | 958 | 3,57 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17 073 | 1,83 | 407 | 1,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 409 | 0,11 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 105 | 527 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 702 735 | 2,31 | 40 610 | 1,79 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 909 226 | 140 935 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 691 196 | 1,35 | 16 485 | 0,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 589 199 | 8,44 | 14 052 | 7,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80 600 | 1 922 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 70 430 | 137,30 | 1 680 | 136,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 920 | 108,21 | 451 | 107,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 185 | 81,72 | 100 | 80,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 631 | 2,76 | 659 | 2,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 917 | 13,75 | 260 | 13,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 878 | 116 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 844 | 0,61 | 497 | 0,20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31 248 | 15,81 | 745 | 15,33 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 417 115 | 38,92 | 9 948 | 38,24 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 39 255 | 9,03 | 936 | 8,46 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 15 410 | 52,17 | 368 | 51,65 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 411 040 | 26,90 | 9 803 | 26,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 36 209 | 1,21 | 864 | 0,70 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 910 061 | 11,99 | 45 555 | 11,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 345 146 | 13,83 | 32 082 | 13,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 61 588 | 27,95 | 1 469 | 27,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 196 002 | 36,11 | 4 675 | 35,44 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 38 951 | 10,13 | 929 | 9,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 562 | 4,39 | 133 | 3,94 |
