Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Columbia Seligman Premium Technology Growth Fund inkluderar Balyasny Asset Management Llc, Pensionmark Financial Group, Llc, Colonial Trust Advisors, VSM Wealth Advisory, LLC, och Family Legacy Financial Solutions, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 57 227 | 20,40 | 1 740 | 30,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 104 129 | 23,52 | 3 167 | 34,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 854 | 208 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 857 | 93,11 | 543 | 110,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 776 | 4,89 | 206 | 14,44 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 954 | 242 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 5 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 650 | 48,43 | 810 | 61,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 378 | 11 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 422 419 | 5,44 | 12 846 | 14,60 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 18 010 | 0,26 | 548 | 8,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164 374 | 11,99 | 4 999 | 21,72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 980 | 47,28 | 334 | 60,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 841 | 0,71 | 238 | 9,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 768 | 327 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 419 | 0,37 | 530 | 9,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 41 116 | 0,35 | 1 250 | 9,08 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 367 | 4,28 | 893 | 13,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 686 | 22,15 | 659 | 32,86 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7 699 | 1,61 | 234 | 10,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 758 | 206 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 257 | 11,08 | 403 | 21,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 596 | 16,10 | 292 | 25,97 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 15 204 | 462 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 8 078 | 0,02 | 226 | −12,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 698 | 1 332,95 | 264 | 1 550,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289 477 | 0,34 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 640 | 2,05 | 80 | 11,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 298 699 | 3,65 | 9 083 | 12,65 |
