Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Global X Funds - Global X MLP & Energy Infrastructure ETF termasuk SSIZX - Sierra Tactical Core Income Fund Class A Shares, Sage Private Wealth Group, Llc, GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares, SIRAX - Sierra Tactical All Asset Fund Class A, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Vectors Research Management, LLC, Spectrum Asset Management, Inc. (NB/CA), Beck Capital Management, Llc, Tidal Trust II - Tactical Advantage ETF, Courier Capital Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Midwest Professional Planners, LTD., American Trust, First Manhattan Co, Concurrent Investment Advisors, LLC, Gts Securities Llc, Cubist Systematic Strategies, LLC, Jane Street Group, Llc, Sunbeam Capital Management, LLC, dan Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,092 | 0.66 | 1,747 | -1.91 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 396,663 | 4.34 | 24,855 | 2.45 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 98,587 | 3.59 | 6,177 | 1.73 | ||||
| 2025-09-03 | 13F | American Trust | 22,625 | 1,418 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,864 | 22.44 | 1,245 | 20.08 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,701 | 4.92 | 545 | 3.02 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 12,220 | 3.94 | 766 | 2.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,742 | 0.14 | 924 | -1.70 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 4,307 | 7.49 | 270 | 5.49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 543,697 | 19.22 | 34,068 | 17.07 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16,172 | 0.36 | 1,013 | -1.46 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 100,330 | 111.39 | 6,287 | 107.60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 1,538 | 96 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 666,500 | 2.55 | 41,763 | 0.70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 71,441 | 7.25 | 4,476 | 5.32 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 17,977 | 5.02 | 1,126 | 3.11 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10,200 | 4.08 | 639 | 2.24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9,380 | 3.59 | 588 | 1.73 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,301 | 833 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,556 | 16.89 | 1,413 | 14.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,517 | 9.77 | 1,098 | 7.76 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 99 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | Call | 202,400 | 24.94 | 13 | 20.00 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,079 | 20.95 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 12,400 | 777 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,658 | 299.38 | 730 | 292.47 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 52,858 | 16.08 | 3,312 | 14.01 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,231 | 892 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16,735 | 52.85 | 1,049 | 50.14 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 466 | 1,270.59 | 0 | |||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 7,555 | 472 | ||||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3,540 | 222 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 38,530 | 2,414 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9,871,885 | 5.80 | 618,572 | 3.89 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 1 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 29,011 | 1,818 | ||||||
| 2025-07-16 | 13F | Morangie Management LLC | 22,558 | 1,413 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16,056 | 38.76 | 1,006 | 36.31 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 157,432 | 0.18 | 9,865 | -1.63 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175,687 | 11,009 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175,551 | 4.01 | 11,000 | 7.62 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 7,356 | 27.42 | 461 | 25.00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5,300 | 8.16 | 332 | 6.41 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4,900 | 16.67 | 307 | 14.55 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13,147 | 824 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46,203 | 2.44 | 2,857 | -0.73 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,231 | 61.72 | 766 | 58.92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 30,526 | 39.31 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 8,185 | 11.24 | 513 | 9.17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,292 | 582 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,655 | 4.86 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39,335 | 2,465 | ||||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 23,572 | 1,477 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 28,900 | 1,811 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 44,689 | 18.87 | 2,763 | 25.36 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 72,851 | 0.91 | 4,565 | -0.91 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 75,200 | 4,712 | ||||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 34,966 | 2,231 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 181,914 | 5.85 | 11,399 | 3.94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,039 | 128 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39,092 | 0.80 | 2,450 | -1.01 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29,295 | 6.00 | 1,836 | 4.08 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8,733 | 131.40 | 547 | 127.92 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 86,425 | 64.01 | 5,415 | 61.06 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 90,581 | 7.05 | 5,676 | 5.11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 61,744 | 120.96 | 3,869 | 116.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258,139 | 3.15 | 16,175 | 1.30 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18,537 | 1.02 | 1,161 | -0.77 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,137 | 0.41 | 447 | -1.32 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50,500 | 1.57 | 3,164 | -0.25 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20,773 | 9.79 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,446,860 | 12.80 | 153,320 | 10.77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231,490 | 0.48 | 14,505 | -1.33 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 35,101 | 2,199 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19,360 | 633.61 | 1,213 | 622.02 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 89,681 | 0.42 | 5,619 | -1.39 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18,537 | 183.53 | 1,162 | 178.42 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 15,564 | 975 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,200 | 1.14 | 388 | -0.77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 32,822 | 179.38 | 2,057 | 174.50 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 48,720 | 3.86 | 3,053 | 1.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 722 | 35.46 | 45 | 32.35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3,324 | 0.97 | 208 | -0.95 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 400 | 55.04 | 25 | 56.25 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,096 | 0.33 | 821 | -1.44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,900 | 1,247 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5,224 | 7.76 | 327 | 5.83 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 24,983 | 1,566 | ||||||
| 2025-08-13 | 13F | Bollard Group LLC | 45,475 | 1.18 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,203 | 201 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 125,128 | 0.95 | 7,841 | -0.87 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 73,923 | 0.70 | 4,516 | 1.10 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 5,849 | 2.22 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,301 | 17.19 | 896 | 14.89 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 47,290 | 0.85 | 2,963 | -0.97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 920 | 17.05 | 58 | 14.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28,213 | 19.71 | 1,768 | 17.56 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 51,500 | 3,227 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,475 | 6.94 | 406 | 4.92 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,415 | 267.60 | 214 | 261.02 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,261 | 204 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 3,326 | 208 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 314 | 0.32 | 20 | 0.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36,485 | 52.16 | 2,286 | 49.41 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,975 | 249 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 13 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27,036 | 7.80 | 1,694 | 5.88 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31,304 | 14.23 | 1,920 | 23.31 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 8,327 | 81.18 | 522 | 77.82 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,493 | 902.01 | 94 | 933.33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 60,170 | 261.01 | 3,770 | 254.66 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 3,095 | 194 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10,700 | 670 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 17,770 | 3.38 | 1,113 | 1.55 | ||||
| 2025-04-21 | NP | GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 114,685 | 7,249 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 71 | 4 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 27,292 | 13.32 | 1,704 | 10.72 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 229,900 | 14,406 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,793 | 41.09 | 363 | 38.55 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 78,690 | 35.19 | 4,931 | 32.74 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10,382 | 10.94 | 651 | 8.88 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 6,388 | 400 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 214,760 | 22.46 | 13,457 | 20.25 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 60,643 | 51.80 | 3,800 | 49.04 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 54,894 | 1,321.02 | 3,440 | 1,297.97 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 16,743 | 4.42 | 1,049 | 2.54 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3,591 | 225 | ||||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 49,411 | 3,096 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 199,132 | 0.72 | 12,478 | -1.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,187 | 4.20 | 1,140 | 2.34 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106,521 | 247.06 | 6,675 | 240.86 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 8,500 | 6.25 | 533 | 4.31 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 162 | 161.29 | 10 | 233.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112,917 | 9.11 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 904 | 57 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,207 | 24,040.00 | 76 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 7,458 | 467 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4,428 | 277 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4,335 | 7.97 | 272 | 5.86 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 171 | 11 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28,400 | 1,780 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,820,089 | 41,304.92 | 3,923 | 803.92 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,433 | 3.09 | 275 | 6.61 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 250,390 | 3.70 | 15,689 | 1.84 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 56,899 | 2.62 | 3,565 | 0.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,971 | 9.03 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,199 | 1.21 | 3,960 | -0.60 | ||||
| 2025-06-30 | NP | MLPD - Global X MLP & Energy Infrastructure Covered Call ETF | 174,752 | 19.24 | 10,511 | 14.56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,597 | 3.62 | 1,667 | 1.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,426 | 10.18 | 2,282 | 8.20 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 11,497 | 720 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,061,803 | 6.86 | 66,533 | 4.94 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,039 | 0.05 | 1 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 33,056 | 3.63 | 2,071 | 1.77 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 75,416 | 0.87 | 5 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,764 | 113.54 | 925 | 109.75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3,979 | 249 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 112 | 7 | ||||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 28,927 | 0.50 | 1,813 | -1.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,948 | 9.75 | 1,932 | 7.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,155 | 1.67 | 1,200 | -0.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,087 | 5.24 | 1,008 | 3.28 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,083 | 1.31 | 68 | -1.47 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 349 | 22 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 16,456 | 1,031 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 72,150 | 3.81 | 4,521 | 1.94 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3,300 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,422,391 | 1.31 | 89,127 | -0.52 |
