Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF eröffnet haben, gehören Harwood Advisory Group, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Clear Trail Advisors, LLC, Fifth Third Bancorp, NewEdge Wealth, LLC, Gladstone Institutional Advisory LLC, Ameriprise Financial Inc, Natixis Advisors, L.p., Skopos Labs, Inc., Prime Capital Investment Advisors, LLC, Signature Estate & Investment Advisors Llc, Gateway Wealth Partners, LLC, Matauro, Llc, Pinnacle Bancorp, Inc., Dakota Community Bank & Trust NA, Ubs Asset Management Americas Inc, und International Assets Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 270.300 | 6.516 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 286.239 | 173,57 | 6.895 | 170,92 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.154 | 0 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 9.744 | 235 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.923 | 177,59 | 70 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 17.000 | 41,67 | 410 | 40,55 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 22.693 | 547 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.575.324 | 3,95 | 158.498 | 2,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 891.945 | 15,02 | 21.500 | 13,96 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 241.710 | 12,71 | 5.844 | 11,66 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 412.549 | 21,15 | 9.945 | 20,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 406.157 | 10,79 | 9.820 | 9,77 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10.704 | 258 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 2.579.517 | 6,31 | 62.179 | 5,33 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 256.868 | 13,04 | 6.192 | 11,99 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242.530 | 5.846 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 42.535 | 4,51 | 1.025 | 3,54 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 276.022 | 2,34 | 6.716 | 2,47 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 265.827 | 25,63 | 6.408 | 24,46 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 89.649 | 39,61 | 2.161 | 38,28 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 20.799 | 1,43 | 501 | 0,20 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 77.680 | 4,88 | 1.872 | 3,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.079.567 | 22,52 | 50.128 | 21,38 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 174.242 | 1,09 | 4.200 | 0,17 | ||||
| 2026-01-29 | 13F | Comerica Bank | 42.455 | 0,14 | 1.033 | 0,19 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 167.341 | 665,44 | 4.034 | 659,51 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 9.418 | 0,88 | 9 | -96,04 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.400 | 227 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 28.892 | 18,12 | 696 | 16,97 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10.187 | 246 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 29.590 | 12,16 | 713 | 11,23 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 192.888 | 39,10 | 4.650 | 37,83 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 22.208 | 535 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 115.546 | 435,98 | 3 | |||||
| 2026-05-12 | 13F | GGM Financials LLC | 248.098 | 15,86 | 5.980 | 14,80 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 50.744 | 41,18 | 1.223 | 39,93 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 82.088 | 45,44 | 2.003 | 46,10 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 179 | 4 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 724 | 17 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 489 | 12 | ||||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 25.201 | 3,41 | 607 | 2,53 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 534.964 | 3,23 | 12.895 | 2,28 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 82.612 | 129,17 | 1.991 | 127,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.188.883 | 6,95 | 52.763 | 5,96 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 557.697 | 9,06 | 13.443 | 8,05 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 43.712 | 1.054 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.053.468 | 5,50 | 49.499 | 4,53 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 45.578 | 1.099 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 66.397 | 9,82 | 1.601 | 8,84 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 233.687 | 7,54 | 5.655 | 6,70 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.322 | 190,98 | 56 | 189,47 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 88.994 | 11,25 | 2.145 | 10,23 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 712.696 | 23,92 | 17.180 | 22,78 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 164.809 | 1,46 | 3.973 | 0,51 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 598.097 | 20,03 | 14.417 | 18,92 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 204 | 12,09 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 158.460 | 5,57 | 3.820 | 4,60 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 699.548 | 1.499,73 | 16.863 | 1.486,27 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 95.304 | 0,93 | 2.304 | 0,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 206.375 | 43,17 | 4.980 | 41,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.118.466 | 11,55 | 51.066 | 10,52 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 67.918 | 33,49 | 1.648 | 33,23 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 198.526 | 4.785 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 498.899 | 4,62 | 12.026 | 3,65 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 2.944.732 | 30,25 | 70.983 | 29,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 7.463 | 180 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 141.443 | 15,77 | 3.409 | 14,70 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 4.985 | 121 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 8.782 | 212 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 47.950 | 1.167 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 889 | 21 | ||||||
| 2026-05-01 | 13F | 46 Peaks LLC | 183.500 | 0,56 | 4.423 | -0,67 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.653 | 11,05 | 64 | 8,62 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 506.262 | 2,11 | 12.203 | 1,17 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 371.510 | 9,34 | 8.955 | 8,34 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 356.185 | 4,46 | 8.586 | 3,50 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 103.010 | 5,70 | 2.483 | 4,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 48.633 | 112,19 | 1.172 | 110,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.112 | 27 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 6.735 | 162 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.668 | 0,09 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 44.230 | 15,89 | 1.066 | 14,87 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 20.230 | 488 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 1.905.068 | 3,64 | 45.922 | 2,68 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 79.857 | 0,82 | 1.925 | -0,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 40.103 | 2,21 | 967 | 1,26 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 14.297 | 54,86 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 353.375 | 2,11 | 8.518 | 1,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 273.476 | 1,69 | 6.592 | 0,75 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 189.055 | 4.557 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.215.015 | 8,21 | 149.813 | 7,21 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16.972 | 409 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 28.969 | 2,78 | 703 | 2,03 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 58.924 | 0,16 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.740 | 71,39 | 331 | 69,74 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 503.000 | 8,43 | 12.125 | 7,43 | ||||
| 2026-04-22 | 13F | Vicus Capital | 379.865 | 0,17 | 9.157 | -0,76 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 47.403 | 207,37 | 1.143 | 204,53 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 8.607 | 0,24 | 207 | -0,48 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 41.839 | 12,73 | 1.009 | 11,75 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 434.550 | 2,83 | 10.475 | 1,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15.773 | 380 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9.541 | 230 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 11.383 | 0,03 | 276 | 0,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 12.328 | 0,88 | 297 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 10.359 | 2,17 | 250 | 1,22 | ||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 96.580 | 56,52 | 2.328 | 55,10 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.844.590 | 38,02 | 92.674 | 36,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 177.037 | 18,19 | 4.307 | 143.466,67 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 23.413 | 4,18 | 564 | 3,30 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 410.043 | 2,99 | 9.884 | 2,04 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 63.625 | 6,87 | 1.537 | 6,15 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 64.675 | 2 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.008 | 0,47 | 265 | -0,38 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 45.254 | 27,33 | 1.091 | 26,16 |
