Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NYLI CBRE Global Infrastructure Megatrends Term Fund meliputi Sovran Advisors, LLC, Two Sigma Investments, Lp, NWF Advisory Services Inc., M Holdings Securities, Inc., Merit Financial Group, LLC, Opal Wealth Advisors, LLC, Elequin Capital Lp, Dymon Asia Capital (singapore) Pte. Ltd., Cetera Investment Advisers, Newbridge Financial Services Group, Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, dan RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23,567 | 9.93 | 335 | 17.19 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 173,171 | 4.13 | 2,461 | 11.16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,830,879 | 8.41 | 68,647 | 15.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,345,377 | 1.93 | 33,328 | 8.82 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 70,334 | 0.04 | 999 | 6.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 27,970 | 1.32 | 397 | 8.17 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 24,449 | 20.04 | 347 | 28.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 305,106 | 26.09 | 4,336 | 34.63 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 15,429 | 0.16 | 219 | 6.83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19,084 | 13.12 | 271 | 20.98 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 21,000 | 280 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 333,086 | 2.42 | 4,733 | 9.36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,680 | 21.14 | 408 | 29.21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50,414 | 27.59 | 716 | 36.38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,352 | 147 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 82,802 | 1,163 | ||||||
| 2025-08-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 10,414 | 148 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 6,259,969 | 0.40 | 88,954 | 7.19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,312 | 2.03 | 218 | 9.05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 79,398 | 1,128 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 14,334 | 11.85 | 204 | 19.41 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 39,650 | 244.78 | 563 | 267.97 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 361,436 | 4.23 | 5,136 | 12.19 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 107,336 | 3.03 | 1,525 | 10.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 57 | 1 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20,373 | 290 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 671,168 | 28.86 | 9,537 | 37.58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17,552 | 8.23 | 249 | 15.81 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1,309,102 | 2.00 | 18,602 | 8.89 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 14,304 | 2.11 | 203 | 9.14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 24,114 | 0.90 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140,301 | 82.03 | 1,994 | 94.44 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 14 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 34 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 274,525 | 0.20 | 3,901 | 6.99 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 18,650 | 265 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16,309 | 232 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,759 | 473.61 | 167 | 18.44 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20,687 | 0 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,322,582 | 3.05 | 19 | 5.88 |
