Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF inkluderer Hilltop Holdings Inc., GVEQX - Government Street Equity Fund, Phillips Financial Management, Llc, Beacon Pointe Advisors, LLC, Warren Averett Asset Management, LLC, TT Capital Management LLC, LM Advisors LLC, D.a. Davidson & Co., Scotia Capital Inc., Essex Financial Services, Inc., ENDW - Cambria Endowment Style ETF, Bank of Jackson Hole Trust, Twin Peaks Wealth Advisors, LLC, og Group One Trading, L.p. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 16 217 | 6,19 | 684 | 10,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 704 | 282,54 | 1 674 | 297,62 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 386 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 009 | 9,36 | 506 | 13,45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 37 762 | 1 592 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 95 399 | 4 023 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 461 | 736 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 870 | 205 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 41 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279 661 | 10,49 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17 355 | 3,58 | 732 | 7,34 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 20 816 | 871 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 788 | 202 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 865 | 801,04 | 36 | 1 100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 100 | 24,56 | 299 | 29,44 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 87 555 | 1,14 | 3 692 | 4,92 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 150 777 | 1,24 | 6 358 | 5,02 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 12 469 | 55,32 | 526 | 61,04 | ||||
| 2025-08-18 | NP | GVEQX - Government Street Equity Fund | 25 000 | 1 054 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 245 118 | 4,16 | 10 337 | 8,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173 656 | 2,70 | 7 323 | 6,55 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 433 | 60 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 264 | 260,97 | 1 065 | 275,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 558 | 0,62 | 867 | 4,34 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 696 | 3,73 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 288 | 70,85 | 1 699 | 77,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 294 | 0,75 | 1 531 | 4,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 84 636 | 3 569 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33 531 | 238,70 | 1 414 | 251,49 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 47 345 | 21,78 | 1 997 | 26,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 188 679 | 4,52 | 50 127 | 8,43 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 102 956 | 4,69 | 4 342 | 8,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 238 | 221 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 660 707 | 39,10 | 27 862 | 44,31 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 188 413 | 51,81 | 7 945 | 68,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 533 | 0,43 | 402 | 4,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 100 | 16,67 | 89 | 20,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 498 | 87,46 | 443 | 94,71 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 496 766 | 1,87 | 20 949 | 5,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 267 | 3,40 | 1 656 | 7,26 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 69 407 | 2 927 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 717 | 272,36 | 1 127 | 286,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 054 | 20,17 | 1 773 | 24,68 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 14 778 | 48,25 | 623 | 53,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 775 405 | 15,15 | 201 379 | 19,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73 142 | 0,25 | 3 084 | 4,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 700 | 620 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 7 074 | 0 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 14 805 | 0,43 | 624 | 4,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 338 868 | 12,74 | 14 290 | 16,96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 412 | 608 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 22 667 | 9,37 | 932 | 8,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156 922 | 11,83 | 6 617 | 16,01 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 643 | 69 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 478 | 16,30 | 20 | 25,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 725 | 322 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 107 349 | 15,47 | 4 526 | 19,77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 274 555 | 0,95 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 121 905 | 1,35 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 4 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 50 199 | 9,34 | 2 117 | 13,40 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 37 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 741 | 31 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 35 855 | 5,39 | 1 512 | 9,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 199 321 | 100,44 | 8 405 | 107,94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 9 989 | 4,07 | 421 | 7,95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 541 | 265,99 | 2 048 | 272,36 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 8 838 | 13,76 | 372 | 24,41 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 134 886 | 28,03 | 5 763 | 34,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 639 896 | 16,23 | 26 984 | 20,57 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 7 874 | 0,08 | 332 | 4,08 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 773 | 201 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5 897 | 0,10 | 249 | 3,77 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 852 | 3,97 | 1 807 | 7,88 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 233 | 10 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 388 | 0,10 | 396 | 3,67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 20 131 | 51,16 | 849 | 56,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 094 | 62,02 | 637 | 68,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 211 | 0,48 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 215 | 9 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 51 514 | 1,86 | 2 172 | 5,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 34 101 | 1 438 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41 591 | 54,72 | 1 754 | 60,53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 559 | 1,17 | 614 | 4,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 32 413 | 427,56 | 1 367 | 448,59 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85 558 | 0,01 | 3 594 | 3,36 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 215 | 0,47 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 66 315 | 370,99 | 2 797 | 388,81 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 4 002 592 | 0,18 | 168 789 | 3,92 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 96 004 | 6,77 | 4 048 | 10,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9 905 | 12,40 | 418 | 16,48 |
