Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Abrdn Healthcare Opportunities Fund inkluderar Westbourne Investment Advisors, Inc., Jane Street Group, Llc, Newbridge Financial Services Group, Inc., Baker Avenue Asset Management, LP, Ronald Blue Trust, Inc., Evolution Wealth Management Inc., Ameritas Advisory Services, LLC, Pin Oak Investment Advisors Inc, och Crews Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 945 226 | 1,99 | 17 383 | −9,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 126 969 | 3,75 | 2 335 | −7,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65 223 | 2,58 | 1 199 | −8,61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 031 | 164 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 41 233 | 6,72 | 758 | −4,89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13 604 | 8,50 | 250 | −3,10 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 22 893 | 13,39 | 421 | 1,20 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 8 228 | 255 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 384 | 0,99 | 577 | −9,98 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 88 412 | 4,28 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 450 | 800,00 | 8 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 500 | 9 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 2 191 | 2,24 | 40 | −9,09 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 25 254 | 1,02 | 464 | −9,90 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 254 515 | 0,50 | 4 681 | −10,46 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 48 870 | 8,69 | 899 | −3,23 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 001 | 49 950,00 | 18 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 31 729 | 25,81 | 583 | 12,12 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 46 443 | 170,05 | 854 | 141,24 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 400 | 44 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 484 | 16,18 | 689 | 3,61 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 21 871 | 6,36 | 402 | −5,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 189 | 279 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 219 731 | 5,90 | 4 041 | −5,65 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 806 | 15 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 0 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 10 000 | 184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37 609 | 4,67 | 692 | −6,61 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 56 397 | 47,75 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 069 086 | 2,44 | 19 661 | −8,73 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 45 400 | 835 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 016 | 92 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20 164 | 10,22 | 371 | −1,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 53 734 | 355,18 | 988 | 306,58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 094 | 406 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 300 | 24 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 116 | 0,74 | 57 | −9,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 25 762 | 3,78 | 474 | −7,62 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 200 | 0 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19 685 | 3,79 | 362 | −7,42 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 954 956 | 3,04 | 18 | −10,53 | ||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 456 560 | 0,39 | 8 396 | −10,55 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 701 | 45,74 | 13 | 33,33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 200 | 4 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 158 882 | 3,77 | 3 | −33,33 |
