Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund eröffnet haben, gehören Fifth Third Bancorp, First Trust Advisors Lp, PW Nova Financial Services LLC, Global Retirement Partners, LLC, BlackRock, Inc., und Jones Financial Companies Lllp .
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 | Morgan Stanley | 3.872.400 | 11,58 | 72.569 | 8,29 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 16.694 | 313 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 19.057 | 6,64 | 357 | 3,48 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 352 | 76,00 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 42.346 | 15,61 | 42 | -94,06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 81.085 | 1.520 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 50 | 1 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 62.832 | 1.177 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12.487 | 6,49 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 7.085 | 237,38 | 133 | 230,00 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 11.723 | 0,42 | 220 | -2,67 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.320 | 104,97 | 25 | 100,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.658 | 32 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 65.591 | 16,31 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31.556 | 17,16 | 591 | 13,65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 719.118 | 3,44 | 13.476 | 0,39 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.855 | 35 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 65.472 | 20,78 | 1.296 | 20,78 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11.789 | 2,22 | 221 | -0,90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70.587 | 1.323 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 90 | -3,26 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 211 | 4 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55.029 | 11,71 | 1.031 | 8,41 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 12.485 | 2,11 | 234 | -1,27 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 201.349 | 8,26 | 3.773 | 5,07 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7.633 | 8,53 | 143 | 5,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 58.576 | 43,90 | 1.098 | 39,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 18.841 | 22,46 | 353 | 18,86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 145.751 | 43,33 | 2.731 | 39,12 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 581 | 115,19 | 11 | 100,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 28.521 | 534 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.019 | 225 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 25.000 | 454 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.387.875 | 2,28 | 44.749 | -0,74 |
