Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Royce Small-Cap Trust, Inc. inkluderar Cerity Partners LLC, Fortem Financial Group, Llc, Tiaa-cref Individual & Institutional Services, Llc, Sage Private Wealth Group, Llc, Wedmont Private Capital, Strategic Blueprint, LLC, Zacks Investment Management, Prosperity Bancshares Inc, Community Financial Services Group, LLC, Ubs Asset Management Americas Inc, Fairway Wealth LLC, Western Wealth Management, LLC, Osbon Capital Management Llc, Golden State Equity Partners, Anfield Capital Management, LLC, Beaird Harris Wealth Management, LLC, Hager Investment Management Services, Llc, Nemes Rush Group LLC, och Whittier Trust Co Of Nevada Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Independent Advisor Alliance | 15 651 | 260 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 26 540 | 16,01 | 441 | 19,57 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1 490 | 25 | ||||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 13 250 | 0,06 | 220 | 2,82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 59 316 | 57,84 | 985 | 62,64 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 53 292 | 4,15 | 885 | 7,41 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 691 675 | 14,52 | 28 082 | 18,07 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 26 | 0 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 82 083 | 0,52 | 1 363 | 3,65 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8 | 0 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 15 860 | 1,78 | 263 | 5,20 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 565 | 1,80 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 161 | 3 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 999 | 1,83 | 50 | 4,26 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 47 796 | 793 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 11 402 | 1,83 | 189 | 5,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 331 546 | 22 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 22 954 | 126,33 | 381 | 133,74 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 19 545 | 0,80 | 324 | 3,85 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16 777 | 10,89 | 283 | 16,46 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 344 827 | 1,85 | 5 724 | 5,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24 830 | 412 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1 862 | 1,86 | 31 | 3,45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 71 231 | 1 182 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 10 787 | 1,12 | 179 | 4,68 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 5 178 | 86 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 74 571 | 5,36 | 1 238 | 8,60 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 32 513 | 2,08 | 540 | 5,27 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 65 470 | 15,32 | 1 087 | 18,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 62 279 | 131,62 | 1 034 | 139,12 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10 788 | 179 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 170 896 | 0,23 | 2 837 | 3,32 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 189 145 | 0,53 | 3 140 | 3,63 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 11 068 | 1,85 | 184 | 5,17 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 300 | 22 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 16 277 | 1,76 | 270 | 5,06 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5 | 0 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 929 | 15 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 118 241 | 362,37 | 1 963 | 377,37 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 279 577 | 1,00 | 37 841 | 4,13 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 51 425 | 9,47 | 854 | 12,83 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 109 | 2,83 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 16 088 | 267 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3 918 | 67 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 624 774 | 0,81 | 26 971 | 3,94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 11 419 | 576,48 | 190 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 43 560 | 12,09 | 723 | 15,68 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 182 851 | 0,39 | 3 035 | 3,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 222 | 529,90 | 20 | 533,33 | ||||
| 2026-04-20 | 13F | City State Bank | 472 | 1,72 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 24 626 | 0,19 | 409 | 3,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19 241 | 54,96 | 319 | 60,30 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 216 884 | 14,23 | 3 600 | 17,80 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 152 777 | 47,81 | 2 536 | 52,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 50 219 | 2,15 | 834 | 5,31 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 402 | 1,77 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 356 | 3,19 | 6 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 276 056 | 65,41 | 4 583 | 70,59 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 779 | 13 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 701 | 176,40 | 61 | 190,48 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 4 047 | 67 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 601 975 | 0,52 | 9 993 | 3,63 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 5 469 | 67,86 | 91 | 73,08 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2 000 | 33 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13 146 | 3,07 | 218 | 6,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18 595 | 4,44 | 309 | 7,69 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 071 | 51 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 122 485 | 37,50 | 2 033 | 41,77 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 19 022 | 4,95 | 316 | 8,25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 120 196 | 0,27 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 16 634 | 1,49 | 311 | 6,16 | ||||
| 2026-05-06 | 13F | Alexander Randolph Advisory Inc | 34 537 | 1,85 | 573 | 5,14 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 26 783 | 1,81 | 445 | 4,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 7 | 0 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 14 074 | 1,85 | 234 | 4,95 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 294 684 | 126,50 | 4 892 | 133,57 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 15 677 | 260 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 11 023 | 193 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 453 148 | 6,92 | 7 522 | 10,24 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 88 | 1 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 25 938 | 4,08 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 24 013 | 399 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 634 | 411,29 | 11 | 900,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 57 270 | 7,31 | 951 | 10,59 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 18 096 | 1,85 | 300 | 4,90 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 825 089 | 5,32 | 13 696 | 8,59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 85 992 | 20,09 | 1 427 | 23,87 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 36 | |||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 601 | 1,86 | 10 | 0,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 61 204 | 2,36 | 1 016 | 5,61 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 29 225 | 23,63 | 485 | 27,63 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 34 992 | 14,33 | 581 | 17,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 240 212 | 4,58 | 3 988 | 7,82 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 17 388 | 289 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 161 158 | 10,31 | 2 671 | 13,52 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 86 511 | 8,35 | 1 436 | 11,75 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28 318 | 1,30 | 470 | 4,44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 24 583 | 1,85 | 417 | 7,47 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 10 788 | 179 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 12 579 | 0,02 | 209 | 2,97 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 41 892 | 2,49 | 695 | 5,62 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 137 | 9,60 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 11 552 | 5,59 | 192 | 8,52 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5 836 337 | 1,90 | 96 883 | 5,06 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 653 774 | 0,23 | 10 853 | 3,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 217 046 | 1,94 | 3 603 | 5,11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27 378 | 0,18 | 454 | 3,18 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 25 298 | 1,67 | 420 | 4,75 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 47 796 | 793 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 29 776 | 127,00 | 494 | 134,12 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 177 803 | 1,89 | 2 952 | 5,06 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 249 | 4 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15 724 | 1,83 | 261 | 5,24 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 14 080 | 234 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 33 044 | 5,38 | 549 | 8,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 657 | 28 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 38 | 1 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 112 755 | 57,49 | 1 872 | 62,41 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 327 | 1,87 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 21 930 | 0,17 | 364 | 3,41 |
