Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SRH Total Return Fund, Inc. eröffnet haben, gehören Lloyd Advisory Services, LLC., Colonial Trust Advisors, Rothschild Investment Llc, und Root Financial Partners, 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 | Shaker Financial Services, LLC | 286.488 | 163,71 | 4.899 | 143,20 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 922 | 1,10 | 0 | |||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 255.603 | 10,60 | 4.371 | 2,01 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19.281 | 0,04 | 330 | -7,84 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8.393 | 0,56 | 144 | -7,14 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 11.811 | 1,46 | 202 | -6,51 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 26.362 | 451 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 22.857 | 3,27 | 391 | -4,88 | ||||
| 2026-04-13 | 13F | Stolper Co | 17.596 | 953,02 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 14.609 | 250 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.213 | 8,59 | 739 | 0,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.363 | 0,60 | 297 | -7,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.539 | 26 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 66.297 | 17,76 | 1.134 | 8,63 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 403.720 | 1,30 | 6.746 | -8,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.351 | 6,86 | 40 | 0,00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 20 | 0 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 50.831 | 74,74 | 869 | 61,22 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 721.643 | 9,64 | 12.340 | 1,12 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11.164 | 4,69 | 191 | -3,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 12.212 | 9,06 | 203 | -2,42 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 188.926 | 0,08 | 3.231 | -7,69 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 885.921 | 2,32 | 15.149 | -5,63 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5.960 | 1,14 | 102 | -7,34 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 729 | 1,11 | 12 | -7,69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 60.360 | 1.032 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 154.836 | 0,21 | 2.648 | -7,58 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 57.899 | 4,14 | 990 | -3,88 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 296.158 | 30,95 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 40.302 | 8,79 | 689 | 0,44 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 426.314 | 8,28 | 7.290 | -0,14 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15.252 | 0,34 | 261 | -7,47 | ||||
| 2026-05-12 | 13F | Rpo Llc | 178.990 | 5,92 | 3.061 | -2,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 278.867 | 0,48 | 4.769 | -7,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 78.243 | 9,69 | 1.338 | 1,13 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 49.082 | 20,02 | 839 | 10,69 | ||||
| 2026-02-12 | 13F | Winning Points Advisors, LLC | 184.162 | 3 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83.645 | 0,70 | 1.430 | -7,14 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 93.534 | 162,22 | 1.599 | 141,91 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 75 | 1 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13.240 | 0,95 | 245 | 2,94 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 24.040 | 12,87 | 411 | 4,31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 3.826 | 1,14 | 65 | -7,14 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 132.383 | 5,81 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 5.289 | 90 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 35.622 | 15,00 | 609 | 6,10 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 1.555.695 | 5,42 | 26.602 | -2,77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 460 | 8 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.005 | 38,33 | 148 | 40,95 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 116.755 | 306,54 | 1.997 | 275,19 | ||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 1.287.582 | 3,52 | 22.018 | -4,52 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 508 | 6.250,00 | 9 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.719 | 1,12 | 29 | -6,45 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 89.699 | 5,47 | 1.619 | 2,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33.023 | 1 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 154.836 | 2.648 | ||||||
| 2026-05-08 | 13F | Matisse Capital | 216.000 | 20,00 | 3.694 | 10,67 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5.000 | 86 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 350.678 | 7,21 | 5.997 | -1,12 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 222.619 | 1,94 | 3.807 | -5,98 |
