Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Carlyle Credit Income Fund termasuk Hancock Whitney Corp, Cura Wealth Advisors, Llc, AlphaQ Advisors LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., dan WPG Advisers, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 390 | 3 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 531,744 | 7.49 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 10,886 | 5.11 | 71 | 0.00 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 165,680 | 19.46 | 1,122 | 3.32 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 18,200 | 123 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,805 | 36.23 | 12 | 37.50 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 164 | 1 | ||||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 181,994 | 0.34 | 1,179 | -3.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,879 | 83 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 219,480 | 16.33 | 1,422 | 11.53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 217,347 | 1,408 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 974 | 6 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,135 | 34.42 | 111 | 29.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 507,784 | 54.16 | 3,290 | 47.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,539 | 1.46 | 81 | -2.41 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | Put | 35,721 | 231 | |||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 19,127 | 124 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 17,112 | 111 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11,016 | 4.90 | 71 | 1.43 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,718 | 0 |
