Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF inkluderar Congress Wealth Management LLC / DE /, Perigon Wealth Management, LLC, HHM Wealth Advisors, LLC, Smallwood Wealth Investment Management, LLC, Toth Financial Advisory Corp, och GPS Wealth Strategies Group, 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 | Fmr Llc | 1 414 | 78,31 | 50 | 81,48 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 62 823 | 37,88 | 2 216 | 41,81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 231 | 55,82 | 43 | 65,38 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 268 781 | 6,27 | 9 480 | 9,27 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 523 508 | 0,46 | 18 464 | 3,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 77 181 | 1,42 | 2 722 | 4,25 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 164 | 6 | ||||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 89 770 | 21,76 | 3 102 | 25,95 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 184 | 536 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 131 679 | 4,80 | 4 644 | 7,77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 350 | 6,68 | 682 | 9,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 397 | 5,45 | 1 495 | 8,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 897 | 132,99 | 702 | 140,07 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 256 | 9 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 521 | 2,94 | 547 | 5,80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21 131 | 5,80 | 745 | 8,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 171 803 | 70,62 | 6 059 | 75,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 451 | 9,46 | 1 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 157 | 76 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 38 217 | 1 348 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 886 | 9,20 | 349 | 12,26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66 | 2 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 132 890 | 15,35 | 4 687 | 18,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 624 | 2,94 | 234 | 5,91 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 32 921 | 1 161 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 013 | 36 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 161 525 | 5 697 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 42 900 | 11,31 | 1 513 | 14,53 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 673 | 24 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 384 | 43,37 | 296 | 47,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 724 292 | 13,05 | 25 546 | 16,25 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 19 432 | 0,53 | 685 | 3,47 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 820 | 205 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 372 | 225 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 886 | 737 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 571 | 0,39 | 373 | 3,05 |
