Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Western Asset Inflation-Linked Opportunities & Income Fund inkluderer
Traub Capital Management LLC,
Robinson Capital Management, Llc,
RBNAX - Robinson Opportunistic Income Fund Class A Shares,
HBW Advisory Services LLC,
Emerald Investment Partners, Llc,
Mark Sheptoff Financial Planning, Llc,
Evermay Wealth Management Llc,
og
Atlantic Union Bankshares Corp
.
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 (%) |
| 2025-08-13 |
13F |
Walleye Capital LLC
|
|
|
|
14 423 |
|
126 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
184 419 |
15,50 |
1 616 |
15,11 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
22 847 |
|
200 |
|
|
| 2025-06-30 |
NP |
CVY - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
42 804 |
|
370 |
|
|
| 2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
994 948 |
0,80 |
8 716 |
0,45 |
|
| 2025-08-14 |
13F |
Ionic Capital Management LLC
|
|
|
|
144 740 |
11,56 |
1 268 |
11,14 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
1 491 330 |
1,59 |
13 064 |
1,25 |
|
| 2025-08-14 |
13F |
Robinson Capital Management, Llc
|
|
|
|
68 740 |
|
602 |
|
|
| 2025-08-14 |
13F |
1607 Capital Partners, LLC
|
|
|
|
1 957 890 |
1,60 |
17 151 |
1,25 |
|
| 2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
203 176 |
26,43 |
1 780 |
25,99 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
180 877 |
39,05 |
1 584 |
38,58 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1 150 |
35,29 |
10 |
42,86 |
|
| 2025-08-13 |
13F |
Cutler Capital Management, LLC
|
|
|
|
101 492 |
11,94 |
889 |
11,68 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
1 886 |
2,22 |
17 |
0,00 |
|
| 2025-09-09 |
13F |
NWF Advisory Services Inc.
|
|
|
|
156 750 |
0,19 |
1 373 |
−0,15 |
|
| 2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
19 797 |
73,48 |
173 |
73,00 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
93 106 |
7,66 |
816 |
7,37 |
|
| 2025-08-14 |
13F |
Capstone Investment Advisors, Llc
|
|
|
|
462 748 |
29,74 |
4 054 |
29,28 |
|
| 2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
533 886 |
3,74 |
4 677 |
3,38 |
|
| 2025-08-06 |
13F |
Mark Sheptoff Financial Planning, Llc
|
|
|
|
500 |
|
4 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
273 186 |
32,64 |
2 393 |
32,21 |
|
| 2025-07-02 |
13F |
HBW Advisory Services LLC
|
|
|
|
14 098 |
|
123 |
|
|
| 2025-08-14 |
13F |
Comerica Bank
|
|
|
|
51 153 |
10,05 |
448 |
9,80 |
|
| 2025-08-08 |
13F |
Emerald Investment Partners, Llc
|
|
|
|
10 000 |
|
88 |
|
|
| 2025-08-11 |
13F |
Traub Capital Management LLC
|
|
|
|
69 411 |
|
608 |
|
|
| 2025-08-14 |
13F |
Stansberry Asset Management, Llc
|
|
|
|
83 327 |
6,10 |
730 |
5,65 |
|
| 2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
200 |
|
2 |
|
|
| 2025-08-04 |
13F |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
21 451 |
96,80 |
188 |
96,84 |
|
| 2025-07-18 |
13F |
PFG Investments, LLC
|
|
|
|
73 133 |
0,00 |
641 |
−0,31 |
|
| 2025-07-09 |
13F |
Dynamic Advisor Solutions LLC
|
|
|
|
75 068 |
8,88 |
658 |
8,42 |
|
| 2025-08-14 |
13F |
PenderFund Capital Management Ltd.
|
|
|
|
995 797 |
2,99 |
8 723 |
1 662,22 |
|
| 2025-07-30 |
13F |
Evermay Wealth Management Llc
|
|
|
|
500 |
|
4 |
|
|
| 2025-08-13 |
13F |
Guggenheim Capital Llc
|
|
|
|
845 457 |
14,55 |
7 406 |
14,17 |
|
| 2025-08-27 |
NP |
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
2 456 |
136,38 |
22 |
133,33 |
|
| 2025-08-12 |
13F |
Twin Focus Capital Partners, Llc
|
|
|
|
67 463 |
3,69 |
591 |
3,33 |
|
| 2025-08-27 |
NP |
RBNAX - Robinson Opportunistic Income Fund Class A Shares
|
|
|
|
68 500 |
|
600 |
|
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
19 306 |
1,81 |
0 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
713 059 |
3,36 |
6 246 |
3,00 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
52 865 |
23,21 |
463 |
22,81 |
|
| 2025-08-15 |
13F |
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
245 397 |
47,58 |
2 150 |
47,09 |
|
| 2025-08-11 |
13F |
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
14 175 |
1,32 |
124 |
1,64 |
|
| 2025-05-29 |
NP |
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
|
|
|
|
125 242 |
|
1 093 |
|
|
| 2025-07-15 |
13F |
North Star Investment Management Corp.
|
|
|
|
4 991 |
1,22 |
44 |
0,00 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
57 614 |
5,12 |
505 |
4,78 |
|
| 2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
13 066 |
2,33 |
114 |
1,79 |
|
| 2025-07-29 |
13F |
Mezzasalma Advisors, LLC
|
|
|
|
11 089 |
2,18 |
97 |
2,11 |
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
12 000 |
|
0 |
|
|
| 2025-08-27 |
NP |
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
4 120 |
204,73 |
36 |
227,27 |
|
| 2025-07-25 |
NP |
FCEF - First Trust CEF Income Opportunity ETF
|
|
|
|
102 439 |
36,77 |
878 |
33,89 |
|
| 2025-05-15 |
13F |
Concorde Asset Management, LLC
|
|
|
|
37 650 |
0,27 |
322 |
3,55 |
|
| 2025-07-31 |
13F |
Oppenheimer & Co Inc
|
|
|
|
65 900 |
22,26 |
577 |
21,99 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
7 384 863 |
0,42 |
64 691 |
0,08 |
|
