Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Malvern Funds - Core Plus Bond Fund inkluderer Thrivent Financial For Lutherans, Dynamic Advisor Solutions LLC, Flow Traders U.s. Llc, Triumph Capital Management, Vicus Capital, StoneX Group Inc., Ashton Thomas Private Wealth, LLC, Red Mountain Financial, LLC, XY Planning Network, Inc., Aurora Private Wealth, Inc., Atria Investments Llc, Yukon Wealth Management, Inc., Red Lighthouse Investment Management, Llc, Firestone Capital Management, Haverford Trust Co, Apollon Wealth Management, LLC, IFP Advisors, Inc, og First Pacific Financial .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 107 | 1,90 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 74 600 | 5 804 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26 450 | 10,99 | 2 058 | 11,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 114 | 19,40 | 86 | 19,44 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 648 | 50 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 600 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19 063 | 77,10 | 1 483 | 77,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 38 366 | 193,18 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 108 | 786 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 115 975 | 122,06 | 9 023 | 122,77 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3 851 | 300 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 9 342 | 2 639,59 | 727 | 2 692,31 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 11 810 | 81,69 | 919 | 82,14 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 6 177 | 481 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5 467 | 9,76 | 425 | 11,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 177 | 88,30 | 14 | 85,71 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 988 | 388 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 17 522 | 139,80 | 1 363 | 140,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 287 | 411 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 3 500 | 272 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35 604 | 37,92 | 2 761 | 38,26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 38 602 | 3 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 359 | 28 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 498 310 | 39,22 | 38 768 | 39,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 698 | 37,11 | 1 144 | 37,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 895 | 52,02 | 379 | 52,21 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 23 770 | 36,11 | 1 849 | 36,56 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 225 | 120,29 | 251 | 121,24 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 9 661 | 20,36 | 1 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5 447 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 115 995 | 154,91 | 9 024 | 155,71 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53 102 | 5,33 | 4 131 | 5,90 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8 595 | 669 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 60 520 | 33,86 | 4 708 | 34,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 561 | 744 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4 340 | 338 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 4 831 | 5,32 | 376 | 5,63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 323 | 32,53 | 803 | 32,95 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 76 202 | 6 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 27 054 | 11,93 | 2 105 | 12,27 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 2 634 | 1,54 | 205 | 1,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344 677 | 33,51 | 26 816 | 33,92 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 124 611 | 46,61 | 9 595 | 47,28 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 548 | 29,44 | 276 | 30,19 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13 599 | 15,29 | 1 058 | 15,75 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 117 420 | 4,56 | 9 135 | 4,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 292 | 228,64 | 334 | 229,70 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8 683 | 137,37 | 676 | 138,52 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 43 625 | 17,68 | 3 394 | 18,05 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 8 146 | 0,73 | 634 | 2,43 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 64 188 | 134,04 | 4 994 | 134,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 351 | 51,29 | 27 | 58,82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 176 531 | 16,11 | 13 735 | 16,47 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 11 361 | 91,26 | 874 | 89,78 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 26 114 | 23,30 | 2 032 | 23,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 033 | 0,12 | 314 | 0,32 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16 146 | 1 256 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 159 866 | 19,15 | 12 438 | 19,53 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 29 213 | 2 273 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 140 | 89 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 012 | 2,43 | 312 | 2,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 885 | 215,41 | 1 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 039 | 0,03 | 236 | 0,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 291 | 23 |
