Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Cohen & Steers REIT and Preferred Income Fund, Inc. eröffnet haben, gehören Osbon Capital Management Llc, Kilter Group LLC, und Aventura Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 25.324 | 36,87 | 500 | 36,24 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10.224 | 0,16 | 202 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 17.893 | 20,78 | 354 | 20,07 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 44 | 1 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.500 | 87,50 | 30 | 93,33 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.200 | 24 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 15.402 | 0,36 | 304 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 147.240 | 13,31 | 2.909 | 12,75 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 25.889 | 0,05 | 512 | -0,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27.879 | 10,50 | 551 | 9,78 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 128.450 | 140,96 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 138.541 | 6,11 | 2.738 | 5,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 11.025 | 2,52 | 218 | 1,88 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.040 | 21 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 62.000 | 14,81 | 1.225 | 14,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13.503 | 0,01 | 267 | -1,48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 76 | 2,70 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26.400 | 166,32 | 522 | 165,82 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 21.050 | 9,95 | 416 | 9,21 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.259.914 | 2,70 | 24.896 | 2,18 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.643 | 1,73 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.607 | 2,03 | 32 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.907 | 31,06 | 57 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 22.553 | 0,86 | 446 | 0,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 37.583 | 0,05 | 743 | -0,54 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 22.545 | 24,00 | 448 | 9,56 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 47.110 | 0,85 | 931 | 0,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 600.823 | 9,41 | 11.872 | 8,86 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 45.170 | 27,14 | 893 | 26,52 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 98 | 2 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 255 | 1,59 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 561.075 | 34,54 | 11.087 | 33,86 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 14.117 | 19,21 | 279 | 4,51 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 38.334 | 236,32 | 757 | 234,96 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.855 | 4,59 | 415 | 5,06 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 313.200 | 2,43 | 6.189 | 1,93 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3.734 | 2,02 | 74 | 1,39 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 16.814 | 0,33 | 332 | 0,00 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 16.451 | 1,30 | 325 | 0,93 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 47.207 | 0,10 | 933 | -0,43 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 12.072 | 12,90 | 239 | 12,26 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1.347 | 27 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13.427 | 0,86 | 265 | 0,38 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 318.964 | 12,44 | 6.303 | 11,88 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 135 | 3 |
