Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Putnam ETF Trust - Franklin Municipal Income ETF eröffnet haben, gehören HighPoint Advisor Group LLC, Bill Few Associates, Inc., Flynn Zito Capital Management, Llc, Cape Ann Savings Bank, Certified Advisory Corp, Global Retirement Partners, LLC, Cary Street Partners Financial Llc, Regions Financial Corp, Wealth Enhancement Advisory Services, Llc, Moneta Group Investment Advisors Llc, Mercer Global Advisors Inc /adv, Axiom Investment Management LLC, CoreCap Advisors, LLC, Farther Finance Advisors, LLC, Western Wealth Management, LLC, Steward Partners Investment Advisory, Llc, und Pinnacle Bancorp, Inc. .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | IFP Advisors, Inc | 106.198 | 8,49 | 827 | 8,10 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 13.558 | 0,64 | 106 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 47.803 | 151,59 | 372 | 151,35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19.767 | 154 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 42.461 | 32,11 | 331 | 31,47 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 31.315 | 244 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10.090 | 79 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 50.263 | 392 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 385.868 | 0,37 | 3.006 | 0,03 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 19.899 | 0,64 | 155 | -0,65 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 14.166 | 0,25 | 110 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 15.591 | 0,64 | 121 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 49.285 | 7,21 | 384 | 6,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 258.098 | 4,44 | 2.011 | 4,09 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 226.837 | 50,01 | 1.755 | 48,52 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 110.942 | 2,19 | 864 | 1,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.044.728 | 2.033,67 | 8.139 | 2.030,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23.682 | 676,71 | 184 | 700,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 13.875 | 10,59 | 108 | 10,20 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 30.139 | 235 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 276.156 | 4,97 | 2.151 | 4,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.576 | 20 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 546 | 4 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 17.760 | 138 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 150.433 | 1,38 | 1.172 | 1,04 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10.743 | 84 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 513.832 | 43,01 | 4.003 | 42,57 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18.542 | 0,35 | 144 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10.398 | 81 | ||||||
| 2026-05-12 | 13F | Creative Planning | 13.161 | 0,42 | 103 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.864 | 22 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 19.817 | 154 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 257.716 | 2,06 | 2.008 | 1,72 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 244.971 | 2,24 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 54.378 | 28,96 | 424 | 28,57 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 14.192 | 111 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 67.751 | 228,76 | 528 | 227,33 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 3.218 | 25 | ||||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 47.264 | 0,63 | 368 | 0,27 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 12.423 | 0,63 | 97 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 280.535 | 57,23 | 2.185 | 56,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.279 | 10 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 11.232 | 0,64 | 87 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84.194 | 135,82 | 656 | 134,77 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 43.800 | 341 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.917 | 7,06 | 62 | 7,02 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.034 | 8 |