Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Unified Series Trust - Ballast Small/Mid Cap ETF eröffnet haben, gehören Equitable Holdings, Inc., Commerce Advisors, LLC, Pursuit Wealth Management LLC, Verdence Capital Advisors LLC, Vann Equity Management LLC, Sapient Capital Llc, und Fifth Third Bancorp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 90.939 | 4.103 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 27.172 | 0,79 | 1.226 | 2,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 346 | 16 | ||||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 24.748 | 1.097 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12.633 | 570 | ||||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 146.074 | 0,73 | 6.591 | 2,52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 79.265 | 0,81 | 3.576 | 2,61 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 19.996 | 32,56 | 902 | 35,03 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 49.313 | 24,26 | 2.225 | 26,44 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 69.305 | 2,65 | 3.072 | 3,30 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6.121 | 276 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 40.745 | 789,82 | 1.838 | 805,42 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 5.302 | 0,34 | 239 | 2,14 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 119.599 | 14,10 | 5.396 | 16,14 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 34.589 | 6,24 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 674.688 | 0,21 | 30.441 | 1,99 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 57.806 | 2.608 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.386 | 407,69 | 63 | 416,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 213.707 | 2,11 | 9.642 | 3,93 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 81.744 | 32,77 | 3.688 | 35,14 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 170.753 | 13,80 | 7.704 | 15,83 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 81.233 | 0,55 | 3.665 | 2,35 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 162.360 | 31,61 | 7.325 | 33,96 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 38.680 | 5,45 | 1.745 | 7,32 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 144.168 | 7,13 | 6.505 | 9,04 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 7.660 | 346 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.644 | 164 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7.892 | 0,13 | 0 | |||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 7.313 | 0,41 | 330 | 2,17 |
