Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Alger Funds - Concentrated Equity Fund termasuk Fred Alger Management, Llc, LPL Financial LLC, Brinker Capital Investments, LLC, Atria Investments Llc, SPECX - Alger Spectra Fund Class A, Gladstone Institutional Advisory LLC, Truist Financial Corp, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, Janney Montgomery Scott LLC, dan CoreCap Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,534 | 788 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,050 | 0 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85,622 | 152.86 | 2,617 | 235.82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 132,895 | 3,947 | ||||||
| 2025-06-26 | NP | SPECX - Alger Spectra Fund Class A | 99,000 | 2,308 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 141,477 | 4,202 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 573 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fred Alger Management, Llc | 174,563 | 5,185 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,445 | 114.47 | 73 | 188.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 112,963 | 3,355 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 42,696 | 9.31 | 1,268 | 42.63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 63,759 | 1,894 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91,331 | 340.02 | 3 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,500 | 252 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 29,102 | 842 |
