Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Alger Funds - Concentrated Equity Fund eröffnet haben, gehören Cora Capital Advisors Llc, Wells Fargo & Company/mn, Proactive Wealth Strategies LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Wealth Management Partners, LLC, Roman Butler Fullerton & Co, TritonPoint Partners, LLC, Stonebridge Financial Group, LLC / MO, R. W. Roge & Company, Inc., Capital Investment Advisory Services, LLC, Marshall Investment Management, Llc, Berbice Capital Management LLC, und Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 73.510 | 619,35 | 2.288 | 551,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11.068 | 344 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 29.740 | 926 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31.899 | 112,43 | 993 | 92,25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15.101 | 38,91 | 470 | 25,67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26.664 | 26,10 | 830 | 14,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136.631 | 23,77 | 4.252 | 12,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16.082 | 15,50 | 500 | 4,60 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 216.697 | 0,69 | 6.744 | -8,87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18.343 | 24,05 | 571 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2.043 | 64 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206.284 | 24,62 | 7.092 | 141.740,00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 13.502 | 420 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33.149 | 15,67 | 1.032 | 4,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17.750 | 12,70 | 552 | 2,03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 31.445 | 1,62 | 979 | -8,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 41.468 | 16,12 | 1.290 | 5,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 70.439 | 25,31 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.354 | 189,74 | 913 | 162,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7.021 | 5,72 | 218 | -4,39 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 94.077 | 2,50 | 2.973 | -2,53 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 15.505 | 512 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.339.223 | 24,49 | 41.677 | 12,69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.175 | 16,00 | 68 | 4,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33.757 | 2,86 | 1.051 | -6,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206.663 | 8,28 | 6.431 | -1,98 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5.027.082 | 36.275,41 | 156.443 | 32.835,16 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 55.514 | 0,22 | 1.728 | -9,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.993 | 4,96 | 249 | -4,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77.595 | 2.415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23.666 | 737 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5.682 | 177 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 1.300 | 40 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 411.060 | 6,20 | 12.792 | -3,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 50.382 | 19,06 | 1.568 | 7,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10.123 | 27,22 | 315 | 15,38 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 90.100 | 2.804 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 17.337 | 540 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 11.307 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 86.866 | 268,23 | 2.703 | 233,29 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 65.200 | 5,98 | 2.029 | -4,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 721.661 | 26,62 | 22.458 | 14,62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.020 | 32 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.689 | 426 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 40.130 | 23,02 | 1.249 | 11,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17.681 | 550 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12.737 | 396 |
