Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Western Asset High Income Fund II Inc. termasuk NWF Advisory Services Inc., Sunpointe, LLC, Tactive Advisors, LLC, Hartland & Co., LLC, Mariner, LLC, Rsm Us Wealth Management Llc, Accredited Investor Services, Llc, dan Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15,699 | 0.22 | 67 | 3.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 568 | 2 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 38,864 | 1.58 | 167 | 4.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,124 | 40.12 | 69 | 43.75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,025,099 | 41.39 | 8,688 | 45.12 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 18,327 | 3.04 | 79 | 5.41 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 146,800 | 10.96 | 630 | 13.74 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 377,581 | 8.71 | 1,620 | 11.58 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 13,976 | 60 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 13,697 | 59 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,100 | 5 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 23,168 | 99 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,232 | 5 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 218,352 | 1.70 | 937 | 4.35 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 142,584 | 612 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 68,900 | 12.03 | 296 | 14.79 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 30,927 | 133 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2,469,498 | 3.05 | 11 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 24,228 | 39.59 | 104 | 43.06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,549 | 4.47 | 63 | 8.62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123,080 | 31.43 | 528 | 35.04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,604,132 | 18.63 | 11,172 | 21.75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15,179 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 68 | 36.00 | 0 | |||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 147,625 | 10.95 | 633 | 13.85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 79,344 | 7.82 | 340 | 10.75 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,148 | 3.57 | 78 | 5.48 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 69,215 | 5.92 | 297 | 8.42 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 188,100 | 786 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 277,266 | 11.62 | 1,189 | 14.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30,832 | 132 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 381,889 | 8.52 | 1,638 | 11.43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,862 | 5.95 | 21 | 5.26 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 13 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67,237 | 4.85 | 288 | 7.46 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33,638 | 144 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,224 | 93.06 | 5 | 150.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quarry LP | 364,944 | 15.29 | 1,566 | 18.29 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2,444,328 | 2.00 | 10,486 | 4.68 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 904,236 | 2.00 | 3,780 | -3.10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,500 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 288,296 | 36.86 | 1,237 | 40.45 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 56,027 | 3.58 | 240 | 6.19 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 36,411 | 158 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,531 | 288.38 | 49 | 308.33 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 625,944 | 24.01 | 2,685 | 27.31 |
