Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund meliputi Boreal Capital Management LLC, Zions Bancorporation, National Association /ut/, dan North Star Investment Management Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 174,688 | 1.52 | 3,181 | 3.38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,521 | 28 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 916,548 | 0.28 | 16,690 | 2.14 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 15,880 | 3.18 | 289 | 4.73 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 6,888 | 13.93 | 125 | 15.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109,435 | 0.09 | 1,993 | 1.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,758 | 2.37 | 833 | 4.26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49,494 | 27.66 | 901 | 30.01 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,500 | 46 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 108,387 | 1.17 | 1,974 | 3.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84,809 | 3.55 | 1,544 | 5.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,215,182 | 169.17 | 22,128 | 174.13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,731 | 669 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,489 | 64 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 603,666 | 1.27 | 10,993 | 3.13 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 70,761 | 15.25 | 1,281 | 19.27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 63 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 45,852 | 0.46 | 835 | 2.21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,748 | 2.11 | 105 | 6.12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 59,741 | 43.47 | 1,088 | 46.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,161,741 | 9.89 | 21,155 | 11.91 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11,756 | 0.01 | 214 | 1.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57,785 | 4.29 | 1,052 | 6.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,926 | 5.75 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13,835 | 0.20 | 252 | 2.03 |
