Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Strategy Inc - Preferred Stock inkluderar
Capital World Investors,
ANEFX - NEW ECONOMY FUND Class A,
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1,
MADDEN SECURITIES Corp,
SPFF - Global X SuperIncome Preferred ETF,
Oak Grove Capital LLC,
Wealthcare Advisory Partners LLC,
Apollon Wealth Management, LLC,
Ewing Morris & Co. Investment Partners Ltd.,
National Bank Of Canada /fi/,
Toroso Investments, LLC,
TIME - Clockwise Core Equity & Innovation ETF,
Balyasny Asset Management Llc,
Pathstone Holdings, LLC,
Avantax Planning Partners, Inc.,
Key Client Fiduciary Advisors, LLC,
Good Life Advisors, LLC,
Creative Planning,
Walkner Condon Financial Advisors LLC,
och
Fiduciary Alliance 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 |
State Street Corp
|
|
|
|
146 000 |
37,74 |
15 396 |
72,69 |
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
509 |
|
0 |
|
|
2025-08-07 |
13F |
Kestra Private Wealth Services, Llc
|
|
|
|
7 372 |
2,39 |
892 |
47,68 |
|
2025-07-09 |
13F |
Key Client Fiduciary Advisors, LLC
|
|
|
|
2 945 |
|
356 |
|
|
2025-08-13 |
13F |
Truvestments Capital Llc
|
|
|
|
300 |
|
36 |
|
|
2025-08-29 |
13F |
Total Investment Management Inc
|
|
|
|
106 |
|
13 |
|
|
2025-08-06 |
13F |
Walkner Condon Financial Advisors LLC
|
|
|
|
2 594 |
|
314 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
50 325 |
28,33 |
6 090 |
84,85 |
|
2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
115 |
|
14 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
2 950 |
42,03 |
357 |
104,60 |
|
2025-08-11 |
13F |
Avantax Planning Partners, Inc.
|
|
|
|
2 953 |
|
357 |
|
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
2 014 |
|
244 |
|
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
2 082 |
|
251 |
|
|
2025-08-01 |
13F |
Oak Grove Capital LLC
|
|
|
|
16 500 |
|
1 997 |
|
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
313 |
|
38 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
470 |
|
0 |
|
|
2025-05-12 |
13F |
Sandy Spring Bank
|
|
|
|
110 |
|
9 |
|
|
2025-07-29 |
13F |
Hartline Investment Corp/
|
|
|
|
69 619 |
559,02 |
8 425 |
849,72 |
|
2025-07-09 |
13F |
Fiduciary Alliance LLC
|
|
|
|
2 225 |
|
269 |
|
|
2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
7 407 |
|
893 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
64 214 |
385,48 |
7 771 |
599,37 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
4 |
|
0 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
32 335 |
28,43 |
3 913 |
84,96 |
|
2025-08-14 |
13F |
Van Eck Associates Corp
|
|
|
|
357 149 |
42,60 |
43 |
104,76 |
|
2025-07-25 |
NP |
ANEFX - NEW ECONOMY FUND Class A
|
|
|
|
336 300 |
|
34 693 |
|
|
2025-08-08 |
13F |
MTM Investment Management, LLC
|
|
|
|
177 |
|
21 |
|
|
2025-08-22 |
NP |
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
411 809 |
41,76 |
49 956 |
104,77 |
|
2025-08-25 |
NP |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
168 200 |
|
20 354 |
|
|
2025-05-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Aspiring Ventures, LLC
|
|
|
|
67 741 |
5,64 |
8 197 |
41,18 |
|
2025-08-13 |
13F |
Capital World Investors
|
|
|
|
523 600 |
|
63 361 |
|
|
2025-08-19 |
13F |
Asset Dedication, LLC
|
|
|
|
4 |
|
0 |
|
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
3 570 |
24,83 |
432 |
80,00 |
|
2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
1 175 |
|
142 |
|
|
2025-07-23 |
13F |
MADDEN SECURITIES Corp
|
|
|
|
42 975 |
|
5 200 |
|
|
2025-08-13 |
13F |
Capital International Investors
|
|
|
|
2 075 300 |
10,68 |
251 132 |
59,43 |
|
2025-08-06 |
13F |
Golden State Wealth Management, LLC
|
|
|
|
156 |
|
19 |
|
|
2025-08-26 |
NP |
PFF - iShares Preferred and Income Securities ETF
|
|
|
|
813 948 |
30,60 |
98 496 |
88,11 |
|
2025-07-31 |
13F |
Oppenheimer & Co Inc
|
|
|
|
7 010 |
73,51 |
848 |
150,15 |
|
2025-07-17 |
13F |
Venture Visionary Partners LLC
|
|
|
|
2 000 |
|
242 |
|
|
2025-07-25 |
13F |
Apollon Wealth Management, LLC
|
|
|
|
11 600 |
|
1 404 |
|
|
2025-08-25 |
NP |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
2 029 615 |
9,95 |
245 604 |
58,38 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
217 |
119,19 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Visionary Wealth Advisors
|
|
|
|
1 900 |
|
230 |
|
|
2025-08-15 |
13F |
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
8 901 |
|
1 077 |
|
|
2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
905 940 |
45,26 |
109 628 |
109,24 |
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
1 865 |
|
226 |
|
|
2025-08-08 |
13F |
Good Life Advisors, LLC
|
|
|
|
2 768 |
|
335 |
|
|
2025-08-13 |
13F |
StoneX Group Inc.
|
|
|
|
10 146 |
38,64 |
1 228 |
99,84 |
|
2025-08-18 |
13F/A |
Hudson Bay Capital Management LP
|
|
|
|
215 421 |
136,21 |
26 068 |
242,37 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
71 000 |
86,84 |
8 592 |
169,14 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
200 |
|
24 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB
|
|
|
|
2 000 |
100,00 |
242 |
188,10 |
|
2025-07-16 |
13F |
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
643 |
|
78 |
|
|
2025-08-14 |
13F |
Balyasny Asset Management Llc
|
|
|
|
3 040 |
|
368 |
|
|
2025-07-29 |
NP |
TIME - Clockwise Core Equity & Innovation ETF
|
|
|
|
4 200 |
|
433 |
|
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
4 019 |
100 375,00 |
486 |
|
|
2025-08-12 |
13F |
Pathstone Holdings, LLC
|
|
|
|
3 000 |
|
363 |
|
|
2025-08-14 |
13F |
Altshuler Shaham Ltd
|
|
|
|
|
|
4 908 |
|
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
400 |
|
48 |
|
|
2025-08-28 |
NP |
CNSAX - Invesco Convertible Securities Fund Class A
|
|
|
|
71 000 |
86,84 |
8 592 |
169,14 |
|
2025-07-22 |
13F |
Wealthcare Advisory Partners LLC
|
|
|
|
12 503 |
|
1 513 |
|
|
2025-08-08 |
13F |
King Wealth
|
|
|
|
2 160 |
|
0 |
|
|
2025-08-06 |
13F |
Legacy Investment Solutions, LLC
|
|
|
|
22 |
|
3 |
|
|
2025-08-04 |
13F |
Wolverine Asset Management Llc
|
|
|
|
9 176 |
9,77 |
1 000 |
25,66 |
|
2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
7 019 |
|
849 |
|
|
2025-08-21 |
NP |
PFXF - VanEck Vectors Preferred Securities ex Financials ETF
|
|
|
|
316 112 |
26,21 |
38 253 |
81,80 |
|
2025-06-27 |
NP |
SPFF - Global X SuperIncome Preferred ETF
|
|
|
|
25 525 |
|
2 284 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
30 945 |
6,95 |
4 |
50,00 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
227 |
|
27 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
1 442 194 |
40,11 |
174 950 |
102,39 |
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
22 502 |
184,94 |
3 |
|
|
2025-08-01 |
13F |
Vision Financial Markets Llc
|
|
|
|
357 |
2,00 |
43 |
48,28 |
|
2025-08-13 |
13F |
Crcm Lp
|
|
|
|
22 784 |
44,68 |
2 757 |
108,55 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
219 |
|
27 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
2 596 |
|
314 |
|
|
2025-08-13 |
13F |
Advent Capital Management /de/
|
|
|
|
39 818 |
11,17 |
4 818 |
60,76 |
|
2025-08-28 |
NP |
CWB - SPDR(R) Bloomberg Barclays Convertible Securities ETF
|
|
|
|
144 000 |
37,14 |
17 425 |
97,54 |
|
2025-08-11 |
13F |
Independent Advisor Alliance
|
|
|
|
1 879 |
|
227 |
|
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
19 225 |
168,51 |
2 326 |
287,02 |
|
2025-05-27 |
NP |
GFSYX - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
228 |
|
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
211 576 |
455,49 |
25 603 |
700,31 |
|