Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Advent Convertible and Income Fund eröffnet haben, gehören Greenberg Financial Group, Hrt Financial Lp, Logan Stone Capital, LLC, Colonial Trust Co / SC, Axiom Investment Management LLC, Jones Financial Companies Lllp, und Western Wealth Management, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.059 | 1,03 | 26 | -3,85 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 56.583 | 0,50 | 631 | -10,62 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 33.149 | 10,75 | 370 | -1,60 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 10.375 | 2,96 | 126 | -2,33 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7.884 | 60,02 | 88 | 42,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 136 | 2 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 13.795 | 154 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 36.200 | 9,04 | 404 | -3,12 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 36.430 | 74,02 | 407 | 54,96 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 12.422 | 139 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 56.269 | 11,15 | 628 | -1,10 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 13.102 | 0,06 | 146 | -10,98 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 68.391 | 15,91 | 763 | 1,60 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 13.034 | 212,79 | 752 | 1.318,87 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 25.714 | 0 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.198 | 114 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 543.111 | 11,69 | 6.061 | -0,59 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 711 | 154,84 | 8 | 133,33 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 15.126 | 2,93 | 169 | -8,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 480 | 5 | ||||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 4.705 | 53 | ||||||
| 2026-01-22 | 13F | Greenberg Financial Group | 47.510 | 596 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 32.790 | 0,05 | 366 | -10,98 | ||||
| 2026-04-13 | 13F | Stolper Co | 63.026 | 1,79 | 1 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 472.817 | 1,65 | 5.277 | -9,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.598.699 | 4,20 | 17.841 | -7,27 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 106.373 | 1.187 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 21.166 | 2,96 | 236 | -8,17 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 317.688 | 3,13 | 3.552 | 118.266,67 | ||||
| 2026-05-15 | 13F | Quarry LP | 42.334 | 10,18 | 472 | -1,87 | ||||
| 2026-05-12 | 13F | Creative Planning | 140.964 | 0,20 | 1.573 | -10,83 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 34.784 | 0,00 | 388 | -13,20 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11.517 | 0,05 | 129 | -11,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.766 | 271,77 | 31 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.162 | 426 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 14.494 | 0,50 | 162 | -10,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.973 | 21 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 153.126 | 10,84 | 1.709 | -1,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 25.975 | 290 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26.431 | 178,48 | 295 | 147,06 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 11.387 | 2,95 | 127 | -7,97 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 53.470 | 597 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 363 | 4 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18.721 | 2,04 | 235 | 0,00 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 13.555 | 151 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 18.942 | 211 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 239.080 | 3,40 | 2.668 | -7,97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 860.064 | 7,59 | 9.598 | -4,25 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 226.812 | 4,11 | 2.531 | -7,32 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20.345 | 0,15 | 227 | -10,63 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 152.998 | 1.707 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 25.001 | 279 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1.920 | 21 |
