Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Series Portfolios Trust - Eldridge AAA CLO ETF meliputi Ball & Co Wealth Management Inc., SRS Capital Advisors, Inc., Tower Research Capital LLC (TRC), Elequin Capital Lp, National Asset Management, Inc., J.w. Cole Advisors, Inc., Silverleafe Capital Partners, LLC, HighTower Advisors, LLC, Koshinski Asset Management, Inc., Inspire Advisors, LLC, Keudell/Morrison Wealth Management, Prostatis Group LLC, GWM Advisors LLC, Comerica Bank, Steward Partners Investment Advisory, Llc, Cedar Wealth Management, LLC, dan Mount Yale Investment Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 59,060 | 52.99 | 1,512 | 53.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8,977 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12,091 | 1.25 | 310 | 1.64 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 19,678 | 504 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 306 | 0.33 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 91,199 | 2,335 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19,063 | 488 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,487 | 38 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,200 | 748 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 215 | 6 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,000 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,000 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 136,635 | 3,498 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,112 | 336 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 7 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 392 | 10 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 259,690 | 7 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 15,261 | 39.37 | 391 | 39.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,361 | 1,024.79 | 35 | 1,033.33 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 154,134 | 1.26 | 3,932 | 1.45 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 10,464 | 268 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 781 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23,650 | 605 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34,600 | 1,520.61 | 885 | 1,538.89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,521 | 372 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 68,889 | 46.76 | 1,764 | 47.28 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 70,479 | 171.68 | 1,804 | 172.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 555 | 0.36 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 46,933 | 49.69 | 1,201 | 50.31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 33,836 | 122.21 | 866 | 123.20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,071 | 667 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 187,480 | 136.58 | 4,799 | 137.46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126,860 | 3,248 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 12,262 | 314 |
