Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Series Portfolios Trust - Eldridge AAA CLO ETF inkluderer Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, og Mount Yale Investment Advisors, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59 060 | 52,99 | 1 512 | 53,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 091 | 1,25 | 310 | 1,64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19 678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0,33 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91 199 | 2 335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136 635 | 3 498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259 690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15 261 | 39,37 | 391 | 39,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 361 | 1 024,79 | 35 | 1 033,33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154 134 | 1,26 | 3 932 | 1,45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10 464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23 650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34 600 | 1 520,61 | 885 | 1 538,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68 889 | 46,76 | 1 764 | 47,28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70 479 | 171,68 | 1 804 | 172,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0,36 | 14 | 0,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46 933 | 49,69 | 1 201 | 50,31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33 836 | 122,21 | 866 | 123,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187 480 | 136,58 | 4 799 | 137,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 860 | 3 248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12 262 | 314 |
