Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Series Portfolios Trust - Eldridge BBB-B CLO ETF inkluderer SRS Capital Advisors, Inc., GSHIX - Goldman Sachs High Yield Fund Institutional, Stifel Financial Corp, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Renaissance Technologies Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Kestra Advisory Services, LLC, Claris Financial LLC, Impact Partnership Wealth, LLC, Griffin Asset Management, Inc., Darden Wealth Group Inc, Wealthspire Advisors, LLC, Koshinski Asset Management, Inc., Tactive Advisors, LLC, Basso Capital Management, L.p., Allworth Financial LP, Reyes Financial Architecture, Inc., Principal Securities, Inc., Steward Partners Investment Advisory, 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.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-19 | NP | GSHIX - Goldman Sachs High Yield Fund Institutional | 370 775 | 9 915 | ||||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 9 718 | 2,11 | 260 | 3,17 | ||||
2025-08-19 | NP | GFRAX - Goldman Sachs High Yield Floating Rate Fund Class A Shares | 737 892 | 313,98 | 19 731 | 316,71 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 922 | 346 | ||||||
2025-08-14 | 13F | Bienville Capital Management, LLC | 109 768 | 2 935 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 172 835 | 462,65 | 31 362 | 466,29 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 13 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 139 571 | 3 732 | ||||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 278 951 | 2,89 | 7 507 | 2,23 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 494 630 | 1,51 | 13 226 | 2,15 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 206 | 6 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 246 | 127,11 | 488 | 128,64 | ||||
2025-08-26 | 13F | Claris Financial LLC | 34 463 | 922 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 9 | 0 | ||||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 34 882 | 11,58 | 933 | 12,29 | ||||
2025-07-25 | 13F | Cwm, Llc | 197 | 0 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 802 | 342 | ||||||
2025-07-10 | 13F | CWC Advisors, LLC. | 137 504 | 10,68 | 3 677 | 11,39 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 94 596 | 6,46 | 2 529 | 7,16 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 423 147 | 38 055 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66 335 | 1 774 | ||||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 150 380 | 16,84 | 4 | 33,33 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 20 996 | 561 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 103 527 | 2 768 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 143 824 | 29 251,84 | 3 846 | 29 476,92 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 64 650 | 55,22 | 1 729 | 56,24 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 23 500 | 128,16 | 628 | 130,04 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 737 | 20 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 318 582 | 448,80 | 9 | 700,00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 964 | 2,10 | 320 | 2,57 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 119 928 | 171,38 | 3 207 | 173,08 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 300 | 0,67 | 8 | 14,29 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 88 616 | 286,46 | 2 370 | 289,00 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 96 888 | 278,53 | 2 591 | 280,88 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 174 600 | 4 669 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 28 653 | 78,31 | 766 | 75,69 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 118 769 | 289,67 | 3 176 | 292,46 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 8 | 0 | ||||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 3 500 | 94 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 29 850 | 141,02 | 798 | 142,55 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 1 623 358 | 20,94 | 43 133 | 19,23 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 27 582 | 738 | ||||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 772 041 | 1,98 | 20 644 | 2,63 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 93 900 | 2 511 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 119 600 | 3 198 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 303 824 | 254,83 | 8 124 | 257,10 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 88 686 | 11,78 | 2 371 | 12,48 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 12 352 | 330 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1 700 | 45 | ||||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 653 | 44 | ||||||
2025-07-31 | 13F | Darden Wealth Group Inc | 18 550 | 496 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 164 679 | 7,88 | 31 144 | 8,58 |