Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF inkluderar Advisory Services Network, LLC, Goldman Sachs Group Inc, Harbour Investments, Inc., Mather Group, Llc., VestGen Advisors, LLC, Kennedy Investment Group, Detalus Advisors, LLC, Alliance Wealth Advisors, LLC, Beacon Financial Advisory LLC, HighTower Advisors, LLC, StoneX Group Inc., och Adapt Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 20 293 | 0,84 | 510 | 0,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 795 | 221 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 472 485 | 37,46 | 11 864 | 37,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 226 075 | 69,42 | 5 677 | 69,58 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 346 276 | 2 988,72 | 8 695 | 2 993,95 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 54 971 | 167,69 | 1 380 | 167,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55 382 | 46,96 | 1 391 | 47,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 014 | 126 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 208 | 231 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9 805 | 246 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 29 080 | 1,49 | 730 | 1,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42 178 | 8,00 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34 253 | 860 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 975 645 | 3,29 | 74 718 | 3,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 18 696 | 11,53 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 422 448 | 11,84 | 10 608 | 11,92 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 45 785 | 1 150 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20 235 | 508 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 147 219 | 122,52 | 3 697 | 122,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 59 607 | 1 500 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 142 | 1,98 | 581 | 2,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 529 841 | 27,50 | 13 304 | 27,60 | ||||
| 2025-08-14 | 13F | UBS Group AG | 360 236 | 4,35 | 9 046 | 4,43 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 668 | 218 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 82 061 | 0,84 | 2 061 | 0,93 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 60 234 | 1,46 | 1 512 | 1,54 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 19 357 348 | 6,47 | 486 063 | 6,56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28 152 | 0,84 | 707 | 0,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 482 737 | 114,12 | 12 122 | 114,30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 309 | 42,28 | 686 | 42,41 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 605 | 492 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 8 590 | 216 | ||||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 68 256 | 68,01 | 1 714 | 68,11 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 24 345 | 18,23 | 611 | 18,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81 658 | 5,72 | 2 050 | 5,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 696 961 | 55,75 | 17 501 | 55,87 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 14 017 | 352 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 280 368 | 27,01 | 7 060 | 28,28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38 197 | 24,38 | 959 | 24,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 030 | 20,29 | 252 | 20,10 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 143 568 | 57,09 | 3 605 | 57,24 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 178 649 | 193,38 | 4 486 | 193,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56 583 | 108,53 | 1 421 | 108,82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 278 549 | 7,82 | 6 994 | 7,92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85 775 | 35,22 | 2 152 | 35,26 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 9 800 | 246 |
