Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Barings Participation Investors meliputi PCEF - Invesco CEF Income Composite ETF, Whipplewood Advisors, LLC, GWM Advisors LLC, Putnam Fl Investment Management Co, dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 14,760 | 297 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,340 | 208 | ||||||
| 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 | 125,768 | 2,215 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17,803 | 1.94 | 358 | 16.61 | ||||
| 2025-08-12 | 13F | Barings Llc | 277,703 | 0.98 | 5,585 | 15.18 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 11,300 | 227 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,186 | 0.33 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,352 | 27 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 125,390 | 0.88 | 2,522 | 15.06 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,264 | 25 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 205,996 | 1.86 | 4,143 | 16.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 323,943 | 2.98 | 6,515 | 17.48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 166,947 | 12.84 | 3,357 | 28.72 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 75,765 | 1.54 | 1,336 | 4.71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124,770 | 0.33 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 5,742 | 11.07 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96,038 | 0.35 | 1,931 | 14.46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22,980 | 3.43 | 451 | 16.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195,996 | 8.48 | 3,941 | 23.74 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21,783 | 438 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 44,987 | 1.92 | 905 | 16.20 |
