Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Global X Funds - Global X S&P 500 Catholic Values ETF eröffnet haben, gehören PlanVest Financial, Inc, eCIO, Inc., Spartan Wealth Advisory Services LLC, Manning & Napier Advisors Llc, Monticello Wealth Management, Llc, GEM Asset Management, LLC, Coastline Trust Co, Quadrant Capital Group Llc, und Bartlett & Co. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 86.447 | 59,30 | 6.756 | 51,39 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 102.317 | 4,82 | 7.996 | -0,20 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 121 | 9 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 17.670 | 1.381 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 73.559 | 6,43 | 5.749 | 1,18 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 159.331 | 7,35 | 12.452 | 2,02 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 5.326 | 2,78 | 416 | -2,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10.456 | 33,04 | 817 | 26,47 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 163.918 | 794,11 | 12.810 | 750,03 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 19.949 | 25,02 | 1.559 | 18,83 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7.816 | 39,80 | 611 | -4,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 35.816 | 85,51 | 2.731 | 72,02 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8.780 | 0,10 | 686 | -4,85 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 56.642 | 6,08 | 4.427 | 0,82 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 9.607 | 0,54 | 751 | -4,46 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 4.070 | 4,44 | 318 | -0,62 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 29.988 | 0,26 | 2.344 | -4,72 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 6.685 | 2,00 | 522 | -2,97 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 7.163 | 4,68 | 560 | -0,53 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 418 | 91,74 | 33 | 88,24 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 4.425 | 152,86 | 346 | 141,26 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 18.540 | 2,54 | 1.449 | -2,56 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 60.751 | 61,83 | 4.748 | 53,82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.547 | 90,39 | 590 | 81,23 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 2.770 | 6,74 | 216 | 1,41 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 37.556 | 0,27 | 2.935 | -4,68 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 6.242 | 1,50 | 488 | -3,56 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 49.051 | 0,07 | 4.033 | 1,51 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 42.218 | 860,37 | 3.299 | 813,85 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 17.414 | 8,21 | 1.361 | 2,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 559.233 | 9,13 | 43.704 | 3,72 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 9.179 | 16,47 | 1 | |||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 3.216 | 3,88 | 251 | -1,18 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 150.948 | 2,72 | 11.797 | -2,38 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 4.592 | 19,40 | 359 | 13,29 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.963 | 0,41 | 232 | -4,55 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 121.008 | 0,65 | 9.457 | -4,34 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 2.888 | 0,28 | 226 | -5,06 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6.401 | 500 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 2.470 | 193 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 19.995 | 12,66 | 1.563 | 7,06 | ||||
| 2026-04-30 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 2.910 | 3,56 | 227 | -1,73 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.000 | 2,46 | 156 | -2,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.263 | 6,92 | 802 | 1,65 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 26.498 | 4,55 | 2.071 | -0,67 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 550 | 22,22 | 43 | 13,51 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 3.473 | 271 | ||||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 31.475 | 16,44 | 2.460 | 10,67 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.009 | 0,50 | 79 | -4,88 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 25.087 | 1,98 | 1.961 | -3,07 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 26.480 | 10,89 | 2.342 | 17,98 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 236.788 | 0,10 | 20.435 | 4,26 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 29.024 | 2,33 | 2.268 | -2,74 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2.780 | 5,54 | 217 | 0,46 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 7.593 | 0,49 | 593 | -4,51 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 272.676 | 0,22 | 21.310 | -4,75 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6.626 | 0,06 | 518 | -4,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 93.138 | 55,85 | 7.279 | 48,11 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.314 | 3,44 | 493 | -1,60 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 62.500 | 11,36 | 4.745 | 2,06 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 60.191 | 3,55 | 4.704 | -1,59 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 3.560 | 0,48 | 0 | |||||
| 2026-04-07 | 13F | Farmers Trust Co | 3.017 | 0,50 | 236 | -4,47 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 738.456 | 7,70 | 57.710 | 2,36 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 9.501 | 13,13 | 743 | 7,54 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.902 | 149 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 4.880 | 381 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 4.166 | 15,85 | 326 | 10,17 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.225 | 51,10 | 408 | 43,66 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2.841 | 0,71 | 222 | -3,90 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 158.292 | 7,23 | 12.371 | 102.983,33 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 2.015 | 14,10 | 157 | 8,28 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.918 | 0,34 | 619 | -4,63 | ||||
| 2026-05-12 | 13F | Creative Planning | 38.101 | 15,56 | 2.978 | 9,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 46.587 | 12,50 | 3.641 | 6,93 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 18.564 | 0,01 | 1.451 | -4,98 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14.684 | 12,26 | 1.148 | 6,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.301 | 10,82 | 102 | 5,21 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 3.720 | 282 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 18.730 | 6,40 | 1.464 | 1,11 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.543 | 18,24 | 1.840 | 12,34 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 369 | 0,27 | 29 | -6,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 442.550 | 2,46 | 34.585 | -2,62 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 3.632 | 284 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 6.895 | 7,53 | 539 | 2,09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 42.980 | 73,19 | 3.359 | 64,61 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 46.162 | 0,39 | 3.608 | -4,58 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 13.976 | 1,33 | 1.092 | -3,70 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 4.948 | 387 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 73.455 | 9,65 | 5.740 | 4,21 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 7.903 | 13,05 | 618 | 7,49 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 8.265 | 2,05 | 646 | -3,01 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.388 | 9,68 | 890 | 4,22 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 7.962 | 15,53 | 622 | 9,89 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 90 | 8 | ||||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 11.300 | 8,59 | 883 | 3,27 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 50.494 | 42,46 | 3.946 | 35,42 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6.163 | 0,47 | 482 | -4,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 431 | 116,58 | 33 | 100,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 83.575 | 1,95 | 6.531 | -3,10 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 45.362 | 3.545 |
