Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Series Portfolios Trust - Eldridge BBB-B CLO ETF eröffnet haben, gehören Mather Group, Llc., Strait & Sound Wealth Management LLC, Leo Wealth, LLC, StoneX Group Inc., Capital Advisor Network LLC, Tucker Asset Management Llc, Truvestments Capital Llc, und Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Mml Investors Services, Llc | 12.210 | 23,45 | 313 | 19,92 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 12.656 | 1,88 | 325 | -1,22 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 756.166 | 1,50 | 19.396 | -1,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 69.836 | 1.791 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 143.534 | 1,64 | 3.682 | -1,55 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 269.832 | 24,09 | 6.956 | 19,91 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 115.781 | 19,63 | 2.970 | 15,89 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19.565 | 502 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 18.314 | 48,10 | 470 | 43,29 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.620.670 | 159.257,92 | 41.570 | 159.784,62 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 185.560 | 8,19 | 4.760 | 4,80 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 9.850 | 253 | ||||||
| 2026-05-04 | 13F | Copia Wealth Management | 161.707 | 45,12 | 4.148 | 40,58 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 81.747 | 77,18 | 2.097 | 71,52 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 12.486 | 2,76 | 320 | -0,31 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 101.087 | 167,13 | 2.606 | 160,08 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 294.190 | 3,02 | 7.546 | -0,22 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 48.403 | 3,51 | 1.242 | 0,24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 16.925 | 19,11 | 448 | |||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 11.021 | 283 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.808 | 4,49 | 329 | 1,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.860 | 202 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 4.291 | 110 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 206 | 6 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 120.704 | 55,43 | 3.096 | 49,71 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 42.887 | 90,80 | 1.100 | 84,87 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 2.670 | 68 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 150 | 2,04 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 235.706 | 16,93 | 6.046 | 13,27 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 9.850 | 253 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 84.963 | 206,03 | 2.179 | 196,46 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 285 | 7 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 156.036 | 0,60 | 4.002 | -2,56 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 184.774 | 8,68 | 4.739 | 5,26 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 108.348 | 5,29 | 2.779 | 1,98 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.793 | 1,91 | 100 | 1,01 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 84.650 | 28,31 | 2.171 | 24,34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.262 | 212 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 896 | 24 |
