Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF inkluderar Choate Investment Advisors, Horizon Wealth Management, LLC, Abound Financial, Llc, LPL Financial LLC, Raymond James Financial Inc, Blue Rock Wealth Management LLC, Castlekeep Investment Advisors Llc, Well Done, LLC, Lionsbridge Wealth Management LLC, Sprinkle Financial Consultants LLC, Advisor Group Holdings, Inc., Maridea Wealth Management LLC, Next Level Private LLC, Sage Capital Management, LLC, DAVENPORT & Co LLC, Global Retirement Partners, LLC, Prospera Financial Services Inc, HighTower Advisors, LLC, National Asset Management, Inc., och Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 130 545 | 3 192 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 176 | 29,55 | 1 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 6 465 | 280,29 | 166 | 304,88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 9 292 332 | 238 627 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 107 040 | 57,37 | 2 749 | 65,24 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 466 663 | 37 664 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 748 | 122 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 72 826 | 8,71 | 1 870 | 14,23 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 10 500 | 270 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 594 954 | 3,53 | 15 278 | 8,74 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 63 281 | 1 625 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 500 | 218 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 539 286 | 13 849 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 16 016 | 411 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 138 666 | 12,94 | 3 561 | 18,59 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 000 | 25,00 | 26 | 31,58 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 000 | 205 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204 293 | 97,00 | 5 | 150,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 406 598 | 6,23 | 36 572 | 12,97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 580 | 220 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 071 | 207 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 51 140 | 5,12 | 1 313 | 10,43 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 601 503 | 15 447 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 13 252 | 340 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 100 | 259 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 49 385 | 566,01 | 1 258 | 614,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 573 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 413 | 653 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 32 098 | 18,78 | 824 | 24,85 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21 718 | 35,74 | 1 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 27 601 | 709 | ||||||
| 2025-05-14 | 13F | Natixis Investment Managers, LLC | 1 388 340 | 71,67 | 40 974 | 115,51 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 70 943 | 1 822 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 124 150 | 125,85 | 3 188 | 137,20 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 25 565 | 2,40 | 657 | 7,54 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54 239 | 238,80 | 1 393 | 256,01 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 27 953 | 14,36 | 718 | 20,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 736 | 45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154 962 | 3 979 | ||||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 103 730 | 62,98 | 2 664 | 71,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 284 154 | 190,13 | 7 297 | 204,80 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 113 441 | 2 913 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 134 641 | 137,45 | 3 467 | 152,62 |
