Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF inkluderer Kingstone Capital Partners Texas, LLC, Valpey Financial Services, LLC, Marks Group Wealth Management, Inc, Blueprint Financial Advisors LLC, Presper Financial Architects, LLC, Visionary Wealth Advisors, Peapack Gladstone Financial Corp, Congress Wealth Management LLC / DE /, Aqr Capital Management Llc, Evoke Wealth, Llc, Tribridge Partners Financial LLC, LaSalle St. Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Pachira Investments Inc., Integris Wealth Management, LLC, Buckingham Strategic Partners, Gsa Capital Partners Llp, Boreal Capital Management LLC, Painted Porch Advisors LLC, og Glenmede Investment Management, LP .
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 | LaSalle St. Investment Advisors, LLC | 4 300 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43 236 | 10,41 | 4 377 | 15,80 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136 836 | 95,00 | 13 852 | 104,53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 832 | 65,35 | 1 501 | 73,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 040 | 713 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7 468 | 17,66 | 756 | 23,37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4 290 | 16,96 | 434 | 22,95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 926 | 32,98 | 1 106 | 39,65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 240 | 227 | ||||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 154 | 5,48 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 550 | 15,06 | 56 | 19,57 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27 075 | 0,39 | 2 741 | 5,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 036 | 208 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 395 | 287,50 | 141 | 314,71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 000 | 202 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 691 | 9,34 | 70 | 13,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19 862 | 7,81 | 2 011 | 13,11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 827 | 159,10 | 2 412 | 171,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 697 | 0,49 | 2 905 | 5,41 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 6 451 | 1,67 | 653 | 6,70 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 75 515 | 38,74 | 8 | 40,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28 278 | 925,68 | 2 863 | 984,09 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 506 | 156,57 | 557 | 170,39 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 798 | 167,79 | 81 | 185,71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 755 | 279 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 13 729 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 762 | 3,40 | 786 | 8,43 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 332 | 1 350 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7 575 | 1 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 25 | −11,11 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 7 896 | 1,48 | 823 | 26,07 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 14 540 | 1 472 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61 914 | 9,89 | 6 267 | 15,27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 133 | 0,26 | 823 | 5,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 508 | 13,43 | 7 036 | 18,99 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 230 880 | 17,55 | 23 372 | 23,29 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15 597 | 11,22 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 311 200 | 10,42 | 132 733 | 15,82 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 26 811 | 9,67 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 087 | 312 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 942 | 13,93 | 399 | 19,82 | ||||
| 2025-09-03 | 13F | American Trust | 3 295 | 334 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 53 792 | 5 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 174 | 17 300,00 | 18 | −5,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 787 | 80 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15 | 15,38 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 551 | 1,16 | 1 203 | 9,67 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 125 867 | 1 476,10 | 12 742 | 1 554,68 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 19 364 | 1 960 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4 774 | 13,26 | 483 | 18,97 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2 906 | 294 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 376 | 9,30 | 38 | 15,15 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30 184 | 16,94 | 3 056 | 22,64 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8 008 | 1,26 | 811 | 6,16 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 290 | 6,65 | 333 | 12,12 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 1 983 | 201 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 258 384 | 26,29 | 26 165 | 32,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5 538 | 40,99 | 561 | 47,76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 580 | 43,12 | 464 | 50,32 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1 988 | 201 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418 340 | 5,57 | 42 348 | 10,73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 400 | 6,25 | 344 | 11,69 | |||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 935 | 0,53 | 601 | 5,45 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 600 | 20,00 | 61 | 25,00 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 580 | 3,71 | 1 476 | 8,78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3 969 | 5,73 | 402 | 10,77 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39 403 | 25,08 | 3 989 | 31,18 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 6 979 | 6,31 | 706 | 11,53 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 400 | 243 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 075 | 1,49 | 1 222 | 6,45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37 068 | 147,48 | 3 752 | 159,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 844 701 | 0,42 | 85 509 | 5,34 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 349 | 3,03 | 238 | 7,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 325 836 | 2,94 | 32 984 | 7,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 177 239 | 16,63 | 17 942 | 22,33 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 17 225 | 1 744 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 464 | 654 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18 177 | 14,82 | 1 840 | 20,50 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 3 286 | 26,19 | 333 | 32,27 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 23 455 | 25,68 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 975 | 12,78 | 1 313 | 18,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 920 | 201 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 234 413 | 52,25 | 23 730 | 59,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66 822 | 581,30 | 6 764 | 615,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 4 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 360 | 135,45 | 1 049 | 147,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 098 | 1 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2 539 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 265 116 | 2,78 | 26 838 | 7,80 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8 599 | 0,09 | 870 | 4,95 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8 879 | 1,65 | 899 | 6,52 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43 874 | 118,15 | 4 441 | 108,30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 382 | 444 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 36 360 | 4 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 13 665 | 0,74 | 1 383 | 5,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123 346 | 1,78 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 158 217 | 74,30 | 16 016 | 82,83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 61 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52 436 | 4,33 | 5 308 | 9,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19 780 | 9,65 | 2 002 | 15,06 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 542 | 15,57 | 55 | 20,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 81 258 | 1,68 | 8 226 | 6,64 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 27 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 154 | 16 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 563 | 351,21 | 2 689 | 373,24 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7 050 | 0,28 | 714 | 5,16 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2 317 | 235 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 26 287 | 48,29 | 2 661 | 55,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3 043 | 308 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25 256 | 29,69 | 2 557 | 36,03 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 174 | 3,17 | 524 | 8,28 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 7 028 | 0,07 | 711 | 5,02 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 721 | 2,76 | 377 | 7,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 124 | 1,44 | 114 | −3,42 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 491 | 1,66 | 50 | 6,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 360 619 | 36,74 | 36 505 | 43,43 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 126 | 7,62 | 418 | 12,70 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 198 | 16,47 | 20 | 25,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 221 | 1,89 | 504 | −7,37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2 874 | 31,05 | 291 | 37,44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26 628 | 2,40 | 2 696 | 7,41 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 141 586 | 12,10 | 14 333 | 17,58 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 4 077 | 413 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 770 291 | 4,05 | 77 977 | 9,14 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3 713 | 376 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 048 | 15,72 | 309 | 21,26 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 016 | 609 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 542 | 5,35 | 375 | 19,81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 238 | 3,77 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 10 624 | 1,67 | 1 076 | 6,65 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 281 | 2,76 | 433 | 7,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 233 | 25 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13 696 | 174,63 | 1 386 | 188,15 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 068 | 209 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 519 | 53 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 624 | 304,09 | 4 517 | 324,13 | ||||
| 2025-08-08 | 13F | Creative Planning | 274 709 | 1,82 | 27 809 | 6,80 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 238 | 24 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5 715 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7 117 | 12,72 | 720 | 18,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6 428 | 22,21 | 651 | 28,21 |
