Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF eröffnet haben, gehören Krilogy Financial LLC, Capital Investment Counsel, LLC, Meridian Wealth Management, LLC, LPL Financial LLC, Perigon Wealth Management, LLC, CIBC World Markets Inc., Calton & Associates, Inc., VestGen Advisors, LLC, Midwest Trust Co, Retirement Planning Group, Signature Resources Capital Management, LLC, und Tucker Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 83.268 | 4,11 | 3.270 | 6,14 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 40.841 | 11,77 | 1.604 | 13,93 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 25.480 | 28,36 | 1.001 | 29,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 7.498 | 10,18 | 294 | 12,21 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 14.048 | 0,29 | 552 | 2,23 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 33.771 | 1.326 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 51.274 | 16,95 | 2.014 | 19,25 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 205.668 | 1.440,24 | 8.077 | 1.471,21 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 248.837 | 0,98 | 9.772 | 2,97 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 139.191 | 5.886 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22.635 | 889 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 66.607 | 8,22 | 2.616 | 10,34 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.356.626 | 81,49 | 53.275 | 85,08 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 9.029 | 13,15 | 355 | 15,31 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 266 | 10 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 675.243 | 43,95 | 26.517 | 46,79 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 6.500 | 255 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 48.384 | 46,53 | 1.900 | 49,49 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6.199 | 243 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13.335 | 524 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 2.931.969 | 51,33 | 115.138 | 54,32 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 305 | 12 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 183.028 | 9,17 | 7.188 | 11,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 108.558 | 954,99 | 4.263 | 976,52 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 213 | 30,67 | 8 | 33,33 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.647 | 3,93 | 104 | 5,10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 21.613 | 122,38 | 849 | 126,74 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 122.100 | 4.795 | ||||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 79.960 | 3.140 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 26.839 | 49,22 | 1.054 | 52,17 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 972 | 147,33 | 38 | 153,33 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 305.527 | 9,87 | 11.998 | 12,05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 61.566 | 2.418 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 488.763 | 19.194 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 13.064 | 41,39 | 513 | 44,51 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 201 | 0,50 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 11.010 | 27,17 | 432 | 29,73 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 18.775 | 737 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 247.395 | 2,66 | 9.715 | 4,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 210 | 8 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11.317 | 0,68 | 444 | 2,78 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 9.975 | 0,68 | 392 | 2,62 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15.147 | 3,22 | 595 | 5,13 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9.888 | 444 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 62.228 | 10,53 | 2.444 | 12,68 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 82.708 | 3,41 | 3.248 | 5,42 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.092.801 | 37,04 | 42.914 | 39,75 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 282.263 | 6,41 | 11 | 10,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 306.168 | 3,05 | 12 | 9,09 |
