Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Global X Funds - Global X MLP ETF inkluderer Exchange Traded Concepts, Llc, Private Advisory Group LLC, WCG Wealth Advisors LLC, Asset Allocation Strategies LLC, Institute for Wealth Management, LLC., Latitude Advisors, LLC, Kestra Private Wealth Services, Llc, ERNZ - TrueShares Active Yield ETF, Alpine Bank Wealth Management, Legend Financial Advisors, Inc., Newbridge Financial Services Group, Inc., Smallwood Wealth Investment Management, LLC, TD Waterhouse Canada Inc., Mid-American Wealth Advisory Group, Inc., Anchor Investment Management, LLC, og New England Capital Financial 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 7 | 0 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 62 | 3 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 4 615 | 21,83 | 232 | 14,93 | ||||
2025-08-14 | 13F | UBS Group AG | 1 117 628 | 2,07 | 56 105 | −3,74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 71 370 | 19,69 | 3 680 | 15,91 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 418 | 94,47 | 523 | 83,16 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 4 068 | 1,22 | 204 | −4,23 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 455 | 3,10 | 675 | −2,74 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 023 | 1,87 | 352 | 5,72 | ||||
2025-07-24 | 13F | Strong Tower Advisory Services | 46 311 | 6,12 | 2 325 | 10,61 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 549 | 0 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 734 | 15,15 | 2 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 199 | 211 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 16 572 | 5,53 | 832 | −0,48 | ||||
2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 102 449 | 13,72 | 5 045 | 5,72 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6 786 | 341 | ||||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7 687 | 1,83 | 386 | −3,99 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 31 065 | 1 559 | ||||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3 291 | 175 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77 526 | 7,19 | 3 892 | 1,09 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 37 318 | 1,99 | 1 873 | −3,80 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 49 440 | 28,08 | 2 482 | 20,79 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11 570 | 7,62 | 581 | 1,40 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 194 681 | 6,66 | 9 773 | 0,59 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21 384 | 0,13 | 1 073 | −5,55 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 110 886 | 1,98 | 5 566 | −3,82 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 13 414 | 2,57 | 673 | 4,18 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 480 988 | 1,57 | 24 146 | −4,21 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 4 604 | 14,36 | 231 | 7,94 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 217 | 87,07 | 11 | 66,67 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 4 704 | 6,38 | 236 | 0,43 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 196 | 10 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 57 107 | 0,74 | 2 867 | −5,00 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 12 875 | 646 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30 331 | 6,80 | 2 | 0,00 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 40 736 | 8,00 | 2 045 | 1,84 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 803 | 8,22 | 40 | 2,56 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 72 375 | 8,46 | 3 633 | 10,19 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 151 | 8 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 744 | 88 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 219 | 6,22 | 1 065 | 0,19 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 40 764 | 1 734,56 | 2 046 | 1 633,90 | ||||
2025-07-24 | 13F | Blair William & Co/il | 28 210 | 1,57 | 1 416 | −4,19 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 046 | 143,96 | 892 | 126,72 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 5 702 | 14,06 | 286 | 7,52 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 389 422 | 4,00 | 19 549 | −1,92 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 2 183 | 1,87 | 110 | −4,39 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 911 | 9,84 | 598 | 3,47 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 191 | 1,86 | 110 | −4,39 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 93 689 | 38,70 | 4 703 | 30,82 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 942 | 1,09 | 97 | −4,90 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 13 895 | 168,66 | 698 | 153,45 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 100 490 | 1,12 | 5 045 | 2,73 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 24 037 | 20,00 | 1 207 | 13,13 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 96 060 | 6,89 | 4 822 | 0,82 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 41 365 | 17,08 | 2 077 | 10,43 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 498 | 18,60 | 326 | 12,03 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 43 900 | 109,05 | 2 204 | 97,22 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 5 717 | 287 | ||||||
2025-08-12 | 13F | Change Path, LLC | 5 014 | 8,13 | 252 | 2,03 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14 167 | 6,52 | 711 | 0,57 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 576 | 463,30 | 1 435 | 429,15 | ||||
2025-08-14 | 13F | Sei Investments Co | 112 476 | 19,39 | 5 646 | 12,60 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 4 555 | 18,16 | 229 | 11,22 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42 485 | 21,32 | 2 133 | 14,43 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41 294 | 8,94 | 2 073 | 2,73 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 1 815 | 91 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 22 | 4,76 | 1 | 0,00 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 122 993 | 5,32 | 6 174 | −0,68 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 33 163 | 142,31 | 1 665 | 128,57 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 9 931 | 1,03 | 499 | −4,78 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 250 841 | 0,18 | 13 | −7,69 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 968 | 500 | ||||||
2025-07-23 | 13F | Tectonic Advisors Llc | 272 364 | 9,22 | 13 673 | 3,01 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 519 | 277 | ||||||
2025-08-14 | 13F | Comerica Bank | 103 800 | 5,60 | 5 211 | −0,42 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 16 876 | 1,87 | 834 | −5,33 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 500 | 25 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 810 | 23,57 | 342 | 16,38 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 153 | 8 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 140 | 57 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 099 | 230,03 | 55 | 223,53 | ||||
2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 25 975 | 293,62 | 1 304 | 271,23 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 90 787 | 36,31 | 4 558 | 28,55 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 64 854 | 0,60 | 3 256 | −5,13 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 48 598 | 227,26 | 2 440 | 205,26 | ||||
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 193 665 | 13,24 | 9 722 | 6,79 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 357 708 | 4,65 | 218 757 | −1,31 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 133 147 | 6 684 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 59 267 | 3,09 | 2 975 | −2,78 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22 600 | 23,50 | 1 135 | 15,95 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 11 205 | 0,01 | 562 | −5,70 | ||||
2025-08-14 | 13F | Colony Group, LLC | 23 317 | 2,58 | 1 170 | −3,31 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 104 453 | 8,35 | 5 244 | 2,18 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 43 550 | 1,75 | 2 186 | −4,04 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 5 730 | 288 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 89 230 | 8,53 | 4 479 | 2,35 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 126 452 | 3,04 | 6 348 | −2,83 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 985 | 10,95 | 1 104 | 4,65 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 271 864 | 4,34 | 13 648 | −1,60 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 6 117 | 21,49 | 307 | 14,98 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 445 | 282,03 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 124 061 | 2,89 | 56 428 | −2,97 | ||||
2025-08-13 | 13F | Keystone Financial Group | 4 937 | 15,40 | 248 | 8,81 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 25 455 | 60,79 | 1 278 | 51,66 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 24 272 | 134,78 | 1 226 | 137,60 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 464 | 170,63 | 676 | 155,68 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 40 | 2 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 20 686 | 9,94 | 1 040 | 3,28 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 020 | 553 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 494 993 | 3,65 | 24 849 | −2,25 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 66 | 3 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 19 148 | 62,11 | 961 | 53,03 | ||||
2025-08-12 | 13F | LPL Financial LLC | 933 327 | 5,44 | 46 853 | −0,57 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 435 103 | 1,10 | 21 842 | −4,65 |