Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF eröffnet haben, gehören Cooper Investors Pty Ltd, Pillsbury Lake Capital LLC, Independent Financial Group, Llc, Triad Investment Management, Laffer Investments, Greenhaven Road Investment Management, L.P., Coastal Investment Advisors, Inc., Smith, Moore & Co., Ritholtz Wealth Management, Destination Wealth Management, Sonoma Allocations LLC, CIBC World Markets Inc., Magnolia Private Wealth, LLC, Hutchinson Capital Management/ca, Key Client Fiduciary Advisors, LLC, Empowered Funds, LLC, Kfg Wealth Management, Llc, Cary Street Partners Financial Llc, MWA Asset Management, und Manchester Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 59.716 | 6,58 | 3.109 | 24,77 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 14.469 | 38,22 | 1 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.618 | 90,73 | 917 | 123,66 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 9.655 | 5,06 | 429 | 4,63 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 116.707 | 10,14 | 6.076 | 28,98 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-04-27 | 13F | Cooper Investors Pty Ltd | 172.724 | 8.992 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 94 | 5 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 6.682 | 353 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 18.183 | 26,59 | 947 | 47,58 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 42.872 | 0,99 | 2.232 | 18,23 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.229 | 1,40 | 376 | 18,99 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 19.472 | 2,64 | 1.014 | 20,17 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 246.486 | 9,87 | 12.832 | 28,65 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 35.812 | 17,22 | 1.864 | 37,26 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.759 | 300 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 125.762 | 41,17 | 5.591 | 40,44 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 436.945 | 13,63 | 22.748 | 33,06 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 6.521 | 339 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 249.138 | 27,91 | 12.970 | 49,77 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 20.050 | 1.044 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 88.197 | 0,00 | 4.592 | 17,09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 39.964 | 7,91 | 2.081 | 26,37 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 7.882 | 0,03 | 410 | 17,14 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 285.691 | 3,61 | 14.871 | 21,30 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 33.500 | 1.744 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 49.002 | 619,67 | 2.551 | 744,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.004 | 104 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 22.701 | 1.182 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 25.200 | 0,40 | 1.312 | 17,58 | |||
| 2026-05-01 | 13F | Fifth Third Bancorp | 845 | 44 | ||||||
| 2026-05-14 | 13F | Pillsbury Lake Capital LLC | 129.975 | 4.289 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.000 | 52 | ||||||
| 2026-05-13 | 13F | LM Advisors LLC | 394 | 25,08 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 4.450 | 232 | ||||||
| 2026-05-12 | 13F | Creative Planning | 6.593 | 0,53 | 343 | 17,87 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 53.484 | 7,71 | 2.784 | 26,14 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 280.389 | 12,53 | 14.597 | 31,77 | ||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 88.302 | 1,96 | 4.597 | 19,40 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 177.208 | 2,48 | 9.225 | 20,01 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 28.578 | 2,05 | 1.488 | 19,44 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 18.905 | 1,89 | 984 | 19,42 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 256.154 | 1,85 | 13.335 | 19,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 100.655 | 24,48 | 5.240 | 45,76 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 53.986 | 2.811 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 27.263 | 23,26 | 1.419 | 44,35 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 747 | 40 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 20.000 | 1.041 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11.192 | 583 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 148.561 | 4,60 | 7.734 | 22,49 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8.296 | 432 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.341 | 18,45 | 799 | 38,78 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 315.797 | 33,46 | 16.440 | 56,29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.569 | 70,00 | 1 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.950 | 24,76 | 102 | 46,38 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 422 | 27 | ||||||
| 2026-04-09 | 13F | Diversified Management Inc | 229.919 | 11,10 | 11.970 | 30,10 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.504 | 0,02 | 495 | 17,06 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 816.891 | 20,05 | 42.527 | 40,57 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 15.500 | 1.818,32 | 807 | 2.202,86 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 859 | 17,05 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 519.499 | 38,89 | 27.045 | 62,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 54.118 | 4,81 | 2.817 | 22,75 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5.100 | 266 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 73.070 | 15,47 | 3.804 | 35,23 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 19.768 | 43,67 | 1.029 | 68,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 15 | 1 | ||||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 330.506 | 12,92 | 17.206 | 32,22 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6.120 | 25,67 | 319 | 47,22 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 200 | 10 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2.931 | 153 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 58.728 | 6,86 | 3.057 | 25,13 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 100.352 | 1,39 | 5.224 | 18,73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 272 | 14 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 121.626 | 3,77 | 6.332 | 21,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 283.048 | 1,80 | 12.584 | 104.766,67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 191.817 | 2,25 | 9.986 | 19,74 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 11.763 | 612 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.962 | 0,14 | 258 | 17,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.088 | 328,64 | 264 | 407,69 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.835 | 304 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 15 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.081 | 552,75 | 160 | 695,00 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4.105 | 214 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 3.761 | 200 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.700 | 50,00 | 141 | 75,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 5.906 | 0,03 | 307 | 17,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 829.646 | 5,56 | 43.191 | 23,61 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4.261 | 222 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 22.261 | 1.159 | ||||||
| 2026-04-29 | 13F | Atlas Wealth Partners, LLC | 134.961 | 3,37 | 7.026 | 21,05 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.013 | 209 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 30.017 | 61,19 | 1.563 | 88,88 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 223.258 | 4,97 | 11.623 | 22,91 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 433.834 | 9,72 | 22.585 | 28,48 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 9.588 | 0,15 | 499 | 17,41 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 13.437 | 700 | ||||||
| 2026-05-11 | 13F | Pecaut & Co. | 149.401 | 186,47 | 7.778 | 235,50 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7.240 | 377 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 92.231 | 332,14 | 4.802 | 406,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 78.189 | 4,28 | 4.071 | 22,11 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 5.000 | 260 | ||||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 133.728 | 6,03 | 6.962 | 24,15 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 50.440 | 13.173,68 | 2.626 | 16.306,25 | ||||
| 2026-05-15 | 13F | Greenhaven Road Investment Management, L.P. | 16.024 | 529 | ||||||
| 2026-05-07 | 13F | MWA Asset Management | 3.535 | 419 |
