Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Western Asset Diversified Income Fund inkluderar Baird Financial Group, Inc., Merit Financial Group, LLC, Newbridge Financial Services Group, Inc., Global Retirement Partners, LLC, Principal Securities, Inc., Allworth Financial LP, och Decker Retirement Planning 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 42 500 | 25,00 | 631 | 28,31 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 9 379 | 3,12 | 139 | 6,11 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 100 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 438 469 | 2,87 | 6 507 | 5,65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39 665 | 8,02 | 589 | 10,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 954 | 3,11 | 207 | 6,15 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 392 | 83,25 | 50 | 92,31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 216 | 1,09 | 0 | |||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66 821 | 7,15 | 982 | 5,03 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22 377 | 158,54 | 332 | 165,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 502 | 22 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25 159 | 22,68 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 252 927 | 3,05 | 19 | 5,88 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 42 740 | 25,15 | 634 | 28,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 742 | 70 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 125 | 400,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 400 | 6 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23 466 | 22,99 | 348 | 26,55 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 169 729 | 4,24 | 2 519 | 7,06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 047 093 | 2,19 | 15 539 | 4,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 143 759 | 34,98 | 2 133 | 38,69 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 109 686 | 12,84 | 1 628 | 15,88 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 200 | 3 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 153 048 | 3,27 | 2 271 | 6,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 739 | 555,54 | 100 | −8,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 128 331 | 2,55 | 1 904 | 5,31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74 878 | 44,32 | 1 111 | 48,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 30 768 | 10,90 | 457 | 14,00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 27 990 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 373 | 2,45 | 154 | 4,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44 055 | 2,36 | 1 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 436 282 | 31,78 | 6 474 | 35,35 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 872 | 473 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 240 157 | 2,00 | 18 404 | 4,75 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 257 006 | 1 596,07 | 3 814 | 1 649,08 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 10 300 | 154 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35 491 | 105,34 | 527 | 111,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 620 | 172 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 40 147 | 3,08 | 596 | 5,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 26 717 | 8,88 | 396 | 11,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300 170 | 27,02 | 4 | 33,33 |
