Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF inkluderer Alps Advisors Inc, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Two Sigma Investments, Lp, Newbridge Financial Services Group, Inc., Capstone Wealth Management Group LLC, Sofos Investments, Inc., 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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 62 761 | 0,12 | 3 387 | 1,56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5 434 | 0,46 | 293 | 2,09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 23 286 | 2,88 | 1 257 | 4,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 35 623 | 4,34 | 1 923 | 5,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 020 | 0,01 | 487 | 1,46 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 183 | 9,35 | 442 | 10,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63 811 | 27,61 | 3 444 | 29,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 255 | 1 255 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 18 900 | 1 020 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81 118 | 0,94 | 4 378 | 2,34 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7 840 | 3,43 | 423 | 3,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 173 | 0,38 | 441 | 1,85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 726 | 5,61 | 579 | 7,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 469 | 0,43 | 25 | 4,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 838 | 0,37 | 210 | 2,96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 20 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 127 | 1,88 | 223 | 3,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 205 832 | 1,25 | 11 109 | 2,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 454 805 | 9,65 | 24 520 | 11,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57 539 | 1,52 | 3 105 | 2,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 278 | 1,06 | 393 | 2,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 823 | 70,47 | 956 | 73,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 245 610 | 4,64 | 13 256 | 6,12 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 380 | 0,26 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 726 | 579 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 418 | 0,48 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100 810 | 2,52 | 5 441 | 3,96 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11 313 | 4,28 | 611 | 5,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 350 | 8,00 | 73 | 9,09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 608 | 0,38 | 357 | 1,71 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 9 934 | 536 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169 186 | 21,11 | 9 | 28,57 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 330 | 288 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 259 981 | 5,61 | 14 031 | 7,10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 668 | 0,04 | 1 169 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 55 610 | 3 001 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21 500 | 7,38 | 1 160 | 8,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 743 | 1,70 | 364 | 3,13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 35 511 | 0,06 | 1 917 | 1,48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 091 | 0,02 | 279 | 7,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 223 | 0,09 | 606 | 1,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0,33 | 0 | |||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 55 610 | 2 884 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 243 | 24,30 | 67 | 26,42 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 969 | 0,08 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 245 | 0 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 794 | 3,97 | 1 770 | 5,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 543 151 | 4,33 | 83 284 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41 042 | 0,03 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 521 180 | 12,13 | 28 128 | 13,71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 | 0,86 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69 158 | 0,48 | 3 787 | 3,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285 148 | 3,26 | 15 389 | 4,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 322 | 0,31 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53 727 | 2,32 | 2 900 | 3,76 |
