Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Wells Fargo Advantage Funds - Allspring Income Opportunities Fund inkluderer Jones Financial Companies Lllp .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 452 | 3,43 | 3 | 50,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 11 850 | 83 | ||||||
2025-08-13 | 13F | Guggenheim Capital Llc | 996 321 | 6,11 | 7 034 | 9,53 | ||||
2025-08-07 | 13F | Allworth Financial LP | 16 425 | 116 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3 952 688 | 4,28 | 27 906 | 7,63 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 23 526 | 0,81 | 166 | 4,40 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 379 | 326,81 | 394 | 347,73 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 137 | 4,71 | 186 | 7,56 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 719 | 4,08 | 111 | 6,80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 22 719 | 58,96 | 160 | 64,95 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 19 948 | 57,68 | 141 | 62,79 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 132 968 | 216,30 | 939 | 226,83 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 140,00 | 0 | |||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 587 142 | 4,26 | 4 177 | 7,49 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 16 410 | 0,27 | 112 | 0,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 59 219 | 36,66 | 418 | 41,22 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10 011 | 4,15 | 71 | 7,69 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 161 182 | 3,32 | 1 138 | 5,87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58 690 | 2,62 | 414 | 5,88 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 12 761 | 2,38 | 91 | 5,88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 63 828 | 0,70 | 451 | 3,93 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96 475 | 7,64 | 681 | 11,09 | ||||
2025-08-13 | 13F | Invesco Ltd. | 897 364 | 10,81 | 6 335 | 14,39 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 53 100 | 8,31 | 375 | 11,64 | ||||
2025-08-14 | 13F | Comerica Bank | 2 101 | 80,03 | 15 | 100,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 748 | 1,18 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 359 795 | 7,33 | 2 540 | 10,82 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1 888 105 | 3,95 | 13 330 | 6,50 | ||||
2025-08-12 | 13F | MAI Capital Management | 3 110 | 2,37 | 22 | 5,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 16 455 | 116 | ||||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 34 333 | 4,18 | 242 | 7,56 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 49 820 | 2,93 | 352 | 6,04 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37 312 | 151,31 | 263 | 160,40 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 300 980 | 2,92 | 2 125 | 6,20 |