Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SSGA Active Trust - SPDR Blackstone High Income ETF meliputi Inspire Advisors, LLC, Eldridge Investment Advisors, Inc., SIRAX - Sierra Tactical All Asset Fund Class A, Stifel Financial Corp, Merit Financial Group, LLC, BTC Capital Management, Inc., Gateway Wealth Partners, LLC, Wealth Watch Advisors, INC, Kestra Advisory Services, LLC, Aptus Capital Advisors, LLC, dan Luminist Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 7,577 | 217 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 78,544 | 25.91 | 2,246 | 27.99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 107,064 | 3.71 | 3,061 | 5.44 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 1,187,291 | 243.05 | 33,945 | 248.79 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 166,742 | 61.22 | 4,749 | 67.07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 97,628 | 8.94 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,496 | 23.02 | 441 | 24.29 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 407,600 | 23.69 | 11,653 | 25.76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 720 | 41.18 | 21 | 42.86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 202,956 | 25.98 | 5,802 | 28.08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,848 | 15.48 | 482 | 17.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 211,232 | 13.84 | 6,039 | 15.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 929,384 | 3.78 | 26,571 | 5.52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14,306 | 409 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 10,000 | 286 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,500 | 45.51 | 300 | 48.51 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 11 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 28,322 | 1.32 | 810 | 2.93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 38,390 | 1.28 | 1,096 | 2.91 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 92,200 | 2.67 | 2,636 | 4.36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11,170 | 9.47 | 319 | 11.54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 299,272 | 68.75 | 8,556 | 71.57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,012,493 | 25.86 | 28,947 | 27.97 | ||||
| 2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 123,721 | 1.18 | 3,532 | 0.60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123,153 | 123.90 | 4 | 200.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,552 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 577,051 | 16.58 | 16,498 | 18.52 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,200 | 753.33 | 91 | 810.00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 81,800 | 2,339 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1,012,493 | 20.17 | 28,947 | 24.03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103,601 | 5.92 | 2,962 | 7.67 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 102,222 | 2,905 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 156,945 | 11.81 | 4,488 | 13.68 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,757 | 21.89 | 365 | 23.81 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 79 | 2.60 | 2 | 0.00 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 34,000 | 172.00 | 972 | 176.92 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 82,935 | 17.17 | 2,371 | 19.15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26,265 | 751 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 10,059 | 288 | ||||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 41,244 | 289.87 | 1,179 | 296.97 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 151,524 | 4,332 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,080 | 1.97 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18,959 | 11.16 | 542 | 13.15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,428 | 270 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 206,010 | 2,195.89 | 5,890 | 2,236.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 98,694 | 211.14 | 2,822 | 216.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,306 | 95 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144,732 | 7.92 | 4,138 | 9.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 917,612 | 4.56 | 26,235 | 6.31 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8,461 | 14.97 | 238 | 13.94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 499,848 | 45.90 | 14,291 | 48.33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 97,810 | 6.76 | 2,750 | 5.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 495,625 | 35.08 | 14,170 | 37.34 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 19,779 | 8.33 | 565 | 10.14 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 132,848 | 10.59 | 3,798 | 12.47 |
