Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in FS Specialty Lending Fund eröffnet haben, gehören Penserra Capital Management LLC, Toronto Dominion Bank, Matisse Capital, Ellis Investment Partners, LLC, Harbour Investments, Inc., Absolute Investment Advisers Llc, Robinson Capital Management, Llc, Two Sigma Securities, Llc, Seven Springs Wealth Group, LLC, Lido Advisors, LLC, Mercer Global Advisors Inc /adv, Cresset Asset Management, LLC, EverSource Wealth Advisors, LLC, Captrust Financial Advisors, Advisor OS, LLC, K2 Principal Fund, L.p., Global Retirement Partners, LLC, Cahaba Wealth Management, Inc., Independent Advisor Alliance, und Frederick Financial Consultants, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Sofos Investments, Inc. | 26.015 | 301,84 | 325 | 257,14 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 66.654 | 834 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16.413 | 232 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2.850 | 0,07 | 36 | -12,50 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 28.294 | 11,61 | 354 | -1,40 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 4.021 | 1,28 | 50 | -10,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7.330 | 1.192,77 | 92 | 1.037,50 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 14.731 | 184 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 2.808.727 | 36,95 | 35.137 | 21,17 | ||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 53.416 | 660 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 17.003 | 0,21 | 213 | -11,30 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 664 | 8 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 628.903 | 1,05 | 8 | -12,50 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1.965 | 25 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 23.648 | 5,05 | 296 | -7,23 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 815.689 | 86,34 | 10.204 | 64,87 | ||||
| 2026-05-15 | 13F | Quarry LP | 39.754 | 332,44 | 497 | 285,27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 23.283 | 4,48 | 291 | -7,62 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 9.551 | 8,61 | 119 | -4,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 939.663 | 1.082,41 | 11.755 | 946,75 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 479 | 7 | ||||||
| 2026-05-14 | 13F | K2 Principal Fund, L.p. | 16.500 | 206 | ||||||
| 2026-05-12 | 13F | Creative Planning | 57.069 | 16,23 | 714 | 2,74 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 7.479 | 3,27 | 94 | -8,82 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 281 | 4 | ||||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 536 | 3,28 | 7 | -14,29 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 143 | 0 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10.264 | 128 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1.984 | 25 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 54 | 0 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 16.834 | 211 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.067 | 13 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 5.710 | 81 | ||||||
| 2026-05-15 | 13F | Blackstone Group Inc | 49.243 | 2,16 | 616 | -9,54 | ||||
| 2026-05-11 | 13F | CF Capital LLC | 250.000 | 84,74 | 3.128 | 63,46 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 11.301 | 2,59 | 141 | -9,03 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 930 | 12 | ||||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 439 | 5 | ||||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 32.794 | 410 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 272.779 | 774,82 | 3.412 | 675,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27.437 | 343 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 312.663 | 3,90 | 3.911 | -8,06 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 274 | 3 | ||||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 10.527 | 132 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.910 | 24 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 2.409.441 | 46,51 | 30 | 30,43 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 373 | 5 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 24.174 | 302 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 757 | 9 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 695 | 9 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 595 | 7 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 19.679 | 35,14 | 246 | 20,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 13.074 | 164 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 465 | 6 | ||||||
| 2026-05-08 | 13F | Aviso Wealth Management | 10.324 | 129 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.600.343 | 33,91 | 20.020 | 18,48 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 550.000 | 6.880 | ||||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1.433 | 3,24 | 18 | -10,53 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.465 | 18 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 10.140 | 127 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 67.304 | 127,39 | 842 | 101,20 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 158.283 | 8,10 | 1.980 | -4,35 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 95.103 | 1.190 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.161 | 15 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 38.375 | 113,10 | 465 | 82,35 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 32.828 | 411 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 2.430 | 34 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.000 | 25 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 89.350 | 46,98 | 1.118 | 30,03 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.835 | 6,87 | 23 | -8,33 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 191.469 | 59,10 | 2.395 | 42,47 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 628 | 8 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1.498 | 19 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 271 | 3,04 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.460 | 125,85 | 43 | 104,76 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.891 | 47,59 | 236 | 31,11 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 443 | 6 | ||||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1.771 | 1,08 | 22 | -8,33 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 348 | 4 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 80.225 | 1.004 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 2.315.114 | 73,66 | 28.962 | 53,64 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 315 | 4 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 130.980 | 233,78 | 1.639 | 195,67 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 2.652.371 | 279,14 | 33.181 | 235,43 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 51.319 | 19,75 | 642 | 6,12 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1.747 | 20 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2.410 | 30 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 29.267 | 366 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 396.437 | 7,40 | 4.959 | -4,98 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.022 | 57 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.021 | 1.068,90 | 50 | 1.150,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 639 | 70,86 | 8 | 40,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 84.132 | 18,05 | 1.052 | 4,47 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10.255 | 128 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 215.000 | 258,33 | 3 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 789 | 3,27 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 27.369 | 342 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52.131 | 214,36 | 652 | 178,63 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12.283 | 9,06 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 20.555 | 257 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 35.557 | 7,24 | 445 | -5,13 | ||||
| 2026-05-15 | 13F | Css Llc/il | 27.000 | 22,73 | 338 | 8,36 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.285 | 66 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 548 | 99,27 | 7 | 100,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.313.268 | 16 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 258.524 | 11,09 | 3.234 | -1,70 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 8.951 | 112 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 296.583 | 49.084,58 | 3.710 | 46.275,00 | ||||
| 2026-05-08 | 13F | Matisse Capital | 452.200 | 5.657 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.028 | 29 | ||||||
| 2026-05-15 | 13F | GCM Grosvenor Holdings, LLC | 1.448.654 | 6,10 | 18.123 | -6,13 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 43.284 | 38,82 | 541 | 22,95 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 12.522 | 21,63 | 157 | 7,59 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 114.666 | 78,45 | 1.434 | 57,93 |
