Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF inkluderer IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares, Stephens Inc /ar/, Global Retirement Partners, LLC, Kingsview Wealth Management, LLC, Kestra Advisory Services, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Sterling Group Wealth Management, LLC, Portland Financial Advisors Inc, og Coastal Investment Advisors, Inc. .
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 | Kingsview Wealth Management, LLC | 5 292 | 265 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 158 418 | 61,66 | 7 945 | 61,59 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 20 236 | 4,68 | 1 015 | 4,64 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 67 075 | 12,14 | 3 364 | 12,10 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 522 | 277 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 16 700 | 13,61 | 838 | 13,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 207 827 | 17,77 | 110 723 | 17,72 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 11 290 | 3,39 | 566 | 3,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29 882 | 37,91 | 1 499 | 37,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 365 523 | 9,97 | 18 331 | 9,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57 354 | 6,47 | 2 876 | 6,44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19 806 | 30,70 | 993 | 30,66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 736 | 55,65 | 388 | 55,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 859 | 1,03 | 294 | 1,03 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 83 599 | 4 192 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 094 | 255 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 55 668 | 52 917,14 | 2 792 | 55 720,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 35 815 | 2,36 | 1 796 | 2,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 7 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47 757 | 57,65 | 2 395 | 57,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82 669 | 71,54 | 4 133 | 71,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 089 | 1,49 | 1 459 | 1,46 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 755 | 38 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 157 | 1,05 | 760 | 1,06 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 200 214 | 1 161,75 | 10 041 | 1 161,31 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 766 | 239 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 218 | 1,00 | 61 | 1,67 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares | 41 697 | 2 091 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80 592 | 4 042 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 13 407 | 2,49 | 672 | 2,44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61 606 | 6,01 | 3 090 | 5,97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 266 426 | 20,28 | 13 361 | 20,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 989 | 0,02 | 551 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37 153 | 19,24 | 1 863 | 19,19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 838 226 | 22,31 | 42 037 | 22,26 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17 513 | 3,02 | 878 | 3,05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 409 | 162,71 | 823 | 162,62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 337 | 9,44 | 970 | 9,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 273 | 164 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 094 | 5,57 | 356 | 5,34 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 572 | 7,66 | 681 | 7,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 565 743 | 31,89 | 28 372 | 31,84 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4 996 | 0,42 | 251 | 0,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 54 692 | 18,39 | 2 743 | 18,34 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 10 587 | 2,00 | 531 | 1,92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 10 030 | 29,40 | 503 | 29,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67 332 | 92,93 | 3 377 | 92,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 350 | 250,00 | 18 | 240,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4 400 | 221 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114 742 | 8,96 | 5 754 | 8,92 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4 661 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15 746 | 38,82 | 790 | 38,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 469 | 274 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 83 272 | 316,78 | 4 176 | 316,77 |
