Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF termasuk Alps Advisors Inc, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Two Sigma Investments, Lp, Newbridge Financial Services Group, Inc., Capstone Wealth Management Group LLC, Sofos Investments, Inc., dan Mount Yale Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 62,761 | 0.12 | 3,387 | 1.56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5,434 | 0.46 | 293 | 2.09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 23,286 | 2.88 | 1,257 | 4.32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 35,623 | 4.34 | 1,923 | 5.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,020 | 0.01 | 487 | 1.46 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8,183 | 9.35 | 442 | 10.80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63,811 | 27.61 | 3,444 | 29.39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23,255 | 1,255 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 18,900 | 1,020 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81,118 | 0.94 | 4,378 | 2.34 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7,840 | 3.43 | 423 | 3.17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,173 | 0.38 | 441 | 1.85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,726 | 5.61 | 579 | 7.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 469 | 0.43 | 25 | 4.17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,838 | 0.37 | 210 | 2.96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 20 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4,127 | 1.88 | 223 | 3.26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 205,832 | 1.25 | 11,109 | 2.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 454,805 | 9.65 | 24,520 | 11.11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57,539 | 1.52 | 3,105 | 2.95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,278 | 1.06 | 393 | 2.35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,823 | 70.47 | 956 | 73.95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 245,610 | 4.64 | 13,256 | 6.12 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 380 | 0.26 | 21 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10,726 | 579 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 418 | 0.48 | 23 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100,810 | 2.52 | 5,441 | 3.96 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11,313 | 4.28 | 611 | 5.72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,350 | 8.00 | 73 | 9.09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,608 | 0.38 | 357 | 1.71 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 9,934 | 536 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169,186 | 21.11 | 9 | 28.57 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5,330 | 288 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 259,981 | 5.61 | 14,031 | 7.10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21,668 | 0.04 | 1,169 | 1.48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 55,610 | 3,001 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21,500 | 7.38 | 1,160 | 8.92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,743 | 1.70 | 364 | 3.13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 35,511 | 0.06 | 1,917 | 1.48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,091 | 0.02 | 279 | 7.31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,223 | 0.09 | 606 | 1.51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0.33 | 0 | |||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 55,610 | 2,884 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,243 | 24.30 | 67 | 26.42 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,969 | 0.08 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,245 | 0 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 32,794 | 3.97 | 1,770 | 5.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,543,151 | 4.33 | 83,284 | 5.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41,042 | 0.03 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 521,180 | 12.13 | 28,128 | 13.71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 | 0.86 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69,158 | 0.48 | 3,787 | 3.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285,148 | 3.26 | 15,389 | 4.72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 322 | 0.31 | 17 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53,727 | 2.32 | 2,900 | 3.76 |
