Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund meliputi WT Wealth Management, Schmidt P J Investment Management Inc, Stark Wealth Management LLC, Bank Of America Corp /de/, dan Pinnacle Bancorp, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,832 | 12.12 | 1 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,930 | 217 | ||||||
2025-08-28 | 13F | Stark Wealth Management LLC | 2,970 | 220 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 105 | 8 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,142 | 1.80 | 973 | 7.87 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 461 | 106.73 | 34 | 126.67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Anson Capital, Inc. | 12,226 | 1.39 | 905 | 7.48 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 826 | 6.44 | 61 | 12.96 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,407 | 0.47 | 252 | 6.33 | ||||
2025-08-12 | 13F | LPL Financial LLC | 164,500 | 8.63 | 12,181 | 15.10 | ||||
2025-07-24 | 13F | Blair William & Co/il | 17,983 | 0.36 | 1,332 | 6.31 | ||||
2025-08-13 | 13F | Northern Trust Corp | 3,378,805 | 4.43 | 250,203 | 10.65 | ||||
2025-08-14 | 13F | Fmr Llc | 3,397 | 0.89 | 252 | 6.81 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,672 | 20.64 | 3,678 | 27.84 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 10,153 | 4.04 | 752 | 10.12 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,359 | 0.07 | 841 | 6.05 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,351 | 58.64 | 989 | 68.03 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 67,630 | 1.91 | 5,008 | 8.00 | ||||
2025-05-06 | 13F | WT Wealth Management | 19,796 | 1,384 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,475 | 28.98 | 405 | 36.82 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 16,187 | 5.35 | 1,199 | 11.65 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37,359 | 4.98 | 3 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 54,703 | 6.54 | 4,051 | 12.88 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 7,368 | 546 | ||||||
2025-07-15 | 13F | RVW Wealth, LLC | 88,323 | 0.35 | 6,540 | 6.32 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 25,555 | 5.26 | 1,893 | 11.55 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5,177 | 383 | ||||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50,133 | 4,554.87 | 1 | -100.00 | ||||
2025-08-11 | 13F | Citigroup Inc | 2,913 | 4.48 | 216 | 10.82 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 10,830 | 0.01 | 802 | 5.95 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,492 | 0.09 | 333 | 6.07 | ||||
2025-07-07 | 13F | Investors Research Corp | 3,076 | 3.67 | 228 | 9.66 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 23,590 | 7.12 | 1,747 | 13.45 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 700 | 52 | |||||
2025-08-12 | 13F | Virtu Financial LLC | 9,144 | 17.40 | 1 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 70,638 | 551.52 | 5,231 | 590.89 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,106 | 7.56 | 378 | 14.20 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 29,467 | 4.50 | 2,182 | 10.76 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 8,278 | 10.91 | 613 | 17.66 |