Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Barings Corporate Investors inkluderer Patriot Investment Management Inc., Farther Finance Advisors, LLC, og Kingsview Wealth Management, 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 58 794 | 16,33 | 1 273 | 7,52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26 504 | 4,20 | 574 | −3,69 | ||||
2025-08-13 | 13F | Invesco Ltd. | 237 886 | 0,88 | 5 153 | −6,78 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 100 753 | 4,08 | 2 182 | −3,79 | ||||
2025-08-14 | 13F | Comerica Bank | 10 232 | 76,41 | 222 | 63,70 | ||||
2025-08-12 | 13F | LPL Financial LLC | 59 483 | 44,95 | 1 288 | 34,03 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 137 | 46 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 034 | 2,32 | 456 | −5,41 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 18 105 | 56,96 | 392 | 45,19 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 226 071 | 3,34 | 4 897 | −4,51 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 306 | 332 | ||||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 238 607 | 38,74 | 4 975 | 37,67 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 21 167 | 19,76 | 457 | 15,11 | ||||
2025-08-11 | 13F | TSP Capital Management Group, LLC | 1 872 | −9,09 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 68 100 | 1 475 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61 418 | 1,48 | 1 330 | −6,21 | ||||
2025-08-05 | 13F | Huntington National Bank | 258 | −7,55 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 103 | 1,85 | 24 | −8,00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 176 900 | 4,16 | 3 832 | −3,77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 74 745 | 6,73 | 2 | 0,00 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 3 677 | −7,71 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48 045 | 0,33 | 1 041 | −7,31 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 38 019 | 21,88 | 823 | 12,59 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 362 189 | 9,18 | 7 845 | 0,89 | ||||
2025-08-14 | 13F | Colony Group, LLC | 19 238 | 417 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 613 | 773,91 | 57 | −85,79 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 43 966 | 7,29 | 952 | −0,83 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 103 609 | 4,23 | 2 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 771 | 5,88 | 948 | −2,17 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 814 | 451 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 38 320 | 1,96 | 830 | −5,79 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5 132 | 14,73 | 109 | 6,86 | ||||
2025-07-15 | 13F | Graypoint LLC | 24 455 | 1,98 | 530 | −5,87 |