Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Global X Funds - Global X Variable Rate Preferred ETF meliputi HROAX - FinTrust Income and Opportunity Fund Class A Shares, Ballast, Inc., Ameritas Advisory Services, LLC, IFP Advisors, Inc, Nbc Securities, Inc., Dunhill Financial, LLC, AlphaCore Capital LLC, Howe & Rusling Inc, Parallel Advisors, LLC, dan Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 78,677 | 88.80 | 1,794 | 82.03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162,187 | 198.30 | 3,698 | 187.48 | ||||
| 2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15,000 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272,685 | 55.07 | 6 | 50.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12,819 | 292 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80,686 | 59.59 | 1,840 | 53.76 | ||||
| 2025-08-08 | 13F | Creative Planning | 220,468 | 1.12 | 5,027 | -2.56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24,324 | 55.37 | 555 | 49.73 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15,944 | 367 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1.35 | 19 | -5.26 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17,806 | 406 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 28,325 | 13.46 | 646 | 9.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,831,058 | 26.68 | 41,748 | 22.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,959 | 3.71 | 318 | 0.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 33,482 | 44.05 | 763 | 38.98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27,152 | 11.58 | 619 | 7.65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,299 | 5.92 | 1,831 | 2.06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,143 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,545 | 48.07 | 446 | 42.63 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 21,623 | 0.01 | 493 | -3.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,798 | 41 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,227 | 8.74 | 324 | 4.85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257,112 | 6.95 | 5,862 | 3.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 34,100 | 777 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193,788 | 34.58 | 4,418 | 29.71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6,135 | 0.43 | 140 | -3.47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 94,638 | 0.98 | 2,158 | -2.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 164,364 | 6.58 | 3,747 | 2.71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,892 | 1.83 | 43 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60,553 | 1.47 | 1,381 | -2.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32,764 | 1.70 | 747 | -1.97 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,477 | 0.96 | 239 | -2.86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | -7.14 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,859 | 0.31 | 202 | -3.37 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191,816 | 14.95 | 4,373 | 10.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,283 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227,653 | 0.05 | 5,190 | -3.59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,400 | 78 |
