Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF eröffnet haben, gehören Owl Creek Wealth Partners LLC, Synergy Investment Management, LLC, Fifth Third Bancorp, und Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 76.092 | 30,29 | 1.376 | 28,38 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 542 | 10 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 32.909 | 18,29 | 595 | 16,47 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 795.212 | 31,39 | 14.377 | 29,43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25.489 | 15,48 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 11.343 | 7,47 | 204 | 5,18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13.857 | 1,17 | 251 | -0,40 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.233.531 | 33,59 | 22.302 | 31,60 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 68.908 | 2,31 | 1.259 | 1,37 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 52.405 | 0,00 | 947 | -1,46 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.538 | 46 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11.151 | 10,78 | 202 | 9,24 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 45 | 0,00 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13.788 | 0,07 | 249 | -1,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 35.122 | 37,67 | 645 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 916 | 17 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 646.758 | 7,54 | 11.693 | 5,93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 75.676 | 1.368 | ||||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 85.043 | 8,35 | 1.538 | 6,74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 59.017 | 26,30 | 1.067 | 24,50 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.311.406 | 5,86 | 41.790 | 4,27 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 235.193 | 13,89 | 4.253 | 12,19 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 668.338 | 104,67 | 12.084 | 101,62 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3.562 | 64 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 42 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 575.501 | 10.405 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.447.429 | 10,03 | 26.568 | 9,46 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 381.127 | 22,11 | 6.891 | 20,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 192.026 | 3.472 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 21.285 | 19,68 | 385 | 17,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 906 | 16 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.169 | 0,43 | 21 | 0,00 |
