Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Barings Corporate Investors meliputi Patriot Investment Management Inc., Farther Finance Advisors, LLC, dan Kingsview Wealth Management, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 58,794 | 16.33 | 1,273 | 7.52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26,504 | 4.20 | 574 | -3.69 | ||||
2025-08-13 | 13F | Invesco Ltd. | 237,886 | 0.88 | 5,153 | -6.78 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 100,753 | 4.08 | 2,182 | -3.79 | ||||
2025-08-14 | 13F | Comerica Bank | 10,232 | 76.41 | 222 | 63.70 | ||||
2025-08-12 | 13F | LPL Financial LLC | 59,483 | 44.95 | 1,288 | 34.03 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,137 | 46 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21,034 | 2.32 | 456 | -5.41 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 18,105 | 56.96 | 392 | 45.19 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 226,071 | 3.34 | 4,897 | -4.51 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15,306 | 332 | ||||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 238,607 | 38.74 | 4,975 | 37.67 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 21,167 | 19.76 | 457 | 15.11 | ||||
2025-08-11 | 13F | TSP Capital Management Group, LLC | 1,872 | -9.09 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 68,100 | 1,475 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61,418 | 1.48 | 1,330 | -6.21 | ||||
2025-08-05 | 13F | Huntington National Bank | 258 | -7.55 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,103 | 1.85 | 24 | -8.00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 176,900 | 4.16 | 3,832 | -3.77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 74,745 | 6.73 | 2 | 0.00 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 3,677 | -7.71 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48,045 | 0.33 | 1,041 | -7.31 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 38,019 | 21.88 | 823 | 12.59 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 362,189 | 9.18 | 7,845 | 0.89 | ||||
2025-08-14 | 13F | Colony Group, LLC | 19,238 | 417 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2,613 | 773.91 | 57 | -85.79 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 43,966 | 7.29 | 952 | -0.83 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 103,609 | 4.23 | 2 | 0.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,771 | 5.88 | 948 | -2.17 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,814 | 451 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 38,320 | 1.96 | 830 | -5.79 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,132 | 14.73 | 109 | 6.86 | ||||
2025-07-15 | 13F | Graypoint LLC | 24,455 | 1.98 | 530 | -5.87 |