Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Trust for Investment Grade Municipals eröffnet haben, gehören Wealth Care LLC, Jane Street Group, Llc, Fisher Asset Management, LLC, Apella Capital, LLC, Quadcap Wealth Management, LLC, Penserra Capital Management LLC, Ubs Asset Management Americas Inc, und Elevated Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Royal Bank Of Canada | 366.523 | 6,45 | 3.618 | 1,32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11.010 | 109 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 68.723 | 0,37 | 678 | -4,51 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11.929 | 2,03 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 517.765 | 19,66 | 5.104 | 13,75 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 229.958 | 84,76 | 2.270 | 75,89 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 686.775 | 6,52 | 6.778 | 1,39 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 9.991 | 99 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 159.679 | 9,15 | 1.656 | 165.400,00 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 22.143 | 0,14 | 219 | -3,54 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 30.869 | 0,54 | 305 | -4,40 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 21.485 | 37,35 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 13.000 | 134 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 493.823 | 3,92 | 4.874 | -1,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 162.832 | 50,05 | 1.607 | 42,84 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.000 | 0 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 41.046 | 405 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 69.150 | 17,77 | 75 | -87,66 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 10.948 | 0,63 | 108 | -3,57 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 16.993 | 1,91 | 168 | -2,91 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 30.404 | 77,13 | 300 | 69,49 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.907 | 2.353,50 | 48 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 68.065 | 0,55 | 672 | -4,28 | ||||
| 2026-05-05 | 13F | UBS Group AG | 571.971 | 0,58 | 5.645 | -4,27 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.240 | 81 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.378 | 0 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17.974 | 7,01 | 177 | 1,72 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15.000 | 50,00 | 148 | 43,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 978.215 | 96,12 | 9.655 | 86,66 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 10.619 | 1,92 | 105 | -3,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 98.926 | 281,29 | 976 | 262,83 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 69.109 | 4,07 | 682 | -0,87 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 12.257 | 121 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.394 | 14 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.000 | 10 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 89.170 | 880 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 313.044 | 0,54 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 | 0 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.915 | 19 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 187.141 | 46,00 | 1.847 | 38,98 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 319.284 | 22,31 | 3.151 | 16,40 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 50.000 | 494 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 44.756 | 123,32 | 442 | 113,04 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 14.352 | 142 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 10.690 | 87,94 | 106 | 81,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.215 | 42 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 86.879 | 41,31 | 858 | 34,54 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 46.421 | 68,04 | 458 | 60,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.370 | 85,17 | 56 | 89,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29.054 | 13,02 | 287 | 7,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20.361 | 201 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 585 | 6 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 375 | 4 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 44 | -4,35 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 403 | 0,75 | 4 | -25,00 |
