Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di MFS Charter Income Trust meliputi Vermillion Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | L.m. Kohn & Company | 34,781 | 0.40 | 221 | 1.84 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 53,216 | 0.27 | 338 | 1.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,449 | 12.76 | 9 | 12.50 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 341,354 | 8.64 | 2,171 | 10.20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 71,077 | 37.57 | 452 | 39.94 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 99,515 | 3.74 | 633 | 5.16 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 438,586 | 6.67 | 2,789 | 8.18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 334,847 | 0.61 | 2,130 | 2.06 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11,675 | 74 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2,826 | 18 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,257 | 0.26 | 72 | 1.43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,020 | 6 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,107,609 | 2.10 | 51,564 | 3.57 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 2,816,381 | 14.90 | 18 | 13.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,486 | 16.20 | 22 | 22.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 517,874 | 0.79 | 3,294 | 2.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 139,407 | 0.43 | 1 | |||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 438,586 | 6.67 | 2,789 | 8.18 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 104,153 | 0.68 | 662 | 2.16 |
