Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF inkluderar NewEdge Wealth, LLC, Orion Portfolio Solutions, LLC, Thrivent Financial For Lutherans, Inspire Advisors, LLC, Stifel Financial Corp, Prime Capital Investment Advisors, LLC, Citigroup Inc, Goldman Sachs Group Inc, RFG Advisory, LLC, Envestnet Asset Management Inc, Independent Wealth Network Inc., Fundamentun, Llc, Commonwealth Equity Services, Llc, Weaver Consulting Group, Steward Partners Investment Advisory, Llc, Crews Bank & Trust, UMA Financial Services, Inc., Raymond James Financial Inc, Global Retirement Partners, LLC, och Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 62 844 | 5,70 | 3 166 | 4,66 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25 017 | 1 260 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 4 282 | 0,28 | 216 | −0,92 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 19 345 | 15,39 | 975 | 14,19 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 22 933 | 7,51 | 1 155 | 6,45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66 205 | 3 369 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 46 | 2 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 32 098 | 4,16 | 1 617 | 3,19 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 27 541 | 30,77 | 1 388 | 29,51 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 39 286 | 1 979 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 | 3 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 20 | 400,00 | 1 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8 200 | 413 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14 111 | 711 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 356 | 1 882 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 894 | 801 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 60 090 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 34 | 2 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 682 | 4,88 | 1 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 70 831 | 3 576 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 11 960 | 603 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 949 | 16,80 | 451 | 15,38 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 339 | 31,28 | 1 338 | 32,61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 072 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 114 332 | 72,69 | 5 760 | 71,02 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 400 | 20 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 026 | 1 865 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 443 | 173 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 10 857 | 547 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 046 | 1 111 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 552 157 | 6,43 | 27 818 | 5,39 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 800 | 40 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 17 797 | 3,15 | 897 | 2,17 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 50 105 | 271,12 | 2 524 | 267,93 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 14 763 | 4,25 | 744 | 3,19 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 19 151 | 13,95 | 965 | 12,75 |
