Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund termasuk Boreal Capital Management LLC, Zions Bancorporation, National Association /ut/, dan North Star Investment Management Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 174,688 | 1.52 | 3,181 | 3.38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,521 | 28 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 916,548 | 0.28 | 16,690 | 2.14 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 15,880 | 3.18 | 289 | 4.73 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 6,888 | 13.93 | 125 | 15.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109,435 | 0.09 | 1,993 | 1.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,758 | 2.37 | 833 | 4.26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 49,494 | 27.66 | 901 | 30.01 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,500 | 46 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 108,387 | 1.17 | 1,974 | 3.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84,809 | 3.55 | 1,544 | 5.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,215,182 | 169.17 | 22,128 | 174.13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,731 | 669 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,489 | 64 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 603,666 | 1.27 | 10,993 | 3.13 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 70,761 | 15.25 | 1,281 | 19.27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 63 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 45,852 | 0.46 | 835 | 2.21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,748 | 2.11 | 105 | 6.12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 59,741 | 43.47 | 1,088 | 46.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,161,741 | 9.89 | 21,155 | 11.91 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11,756 | 0.01 | 214 | 1.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57,785 | 4.29 | 1,052 | 6.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,926 | 5.75 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13,835 | 0.20 | 252 | 2.03 |
