Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Western Asset Diversified Income Fund eröffnet haben, gehören Citadel Advisors Llc, Punch & Associates Investment Management, Inc., Sovran Advisors, LLC, Fifth Third Bancorp, CoreCap Advisors, LLC, Noble Wealth Management PBC, Osbon Capital Management Llc, und SageView Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 245.742 | 41,56 | 3.303 | 37,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 400 | 6 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 964.082 | 5,42 | 12.957 | 2,61 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 59.622 | 0,38 | 801 | -2,32 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 686.930 | 29,29 | 9.232 | 25,83 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.600 | 22 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4.411.806 | 1,40 | 59.295 | -1,32 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 537 | 7 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 219.457 | 12,66 | 2.950 | 9,63 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 212 | 14,59 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 214.483 | 11,92 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 243.125 | 9,03 | 3.268 | 6,14 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13.316 | 5,13 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.000 | 100,00 | 27 | 100,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.000 | 108 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 15.471 | 3,29 | 208 | 0,49 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 10.715 | 150 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14.335 | 6,48 | 189 | 1,62 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.748 | 2,29 | 144 | -0,69 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 14.543 | 0,88 | 195 | -2,01 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19.729 | 265 | ||||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 11.855 | 159 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.860 | 710,53 | 191 | 664,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 73.220 | 45,80 | 1 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 52.380 | 20,76 | 704 | 17,56 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2.543 | 5,00 | 34 | 3,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 45.785 | 4,69 | 615 | 1,99 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.000 | 13 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 151.466 | 13,70 | 2.036 | 9,53 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 249.563 | 15,76 | 3.354 | 12,66 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 181.772 | 11,00 | 2.443 | 8,05 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 181.220 | 2,76 | 2.367 | -2,83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.241 | 111 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 21.551 | 0,01 | 290 | -2,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 473.962 | 5,83 | 6.370 | 3,01 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 29.195 | 17,79 | 392 | 14,62 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 27.000 | 42,11 | 363 | 38,17 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 10.291 | 0,22 | 138 | -2,13 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 37.160 | 4,66 | 37 | -92,45 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 239.895 | 6,71 | 3.224 | 3,87 |
