Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Global X Funds - Global X U.S. Preferred ETF, to m.in Bessemer Group Inc, Smithbridge Asset Management Inc/de, OpenArc Corporate Advisory, LLC, Cornerstone Wealth, LLC/TN, Gateway Wealth Partners, LLC, Moneta Group Investment Advisors Llc, Ashton Thomas Securities, Llc, Avory & Company, LLC, Kestra Private Wealth Services, Llc, Independent Wealth Network Inc., Vista Finance, Llc, Trask Adam Roland, Rossby Financial, LCC, Innovative Asset Advisors Group, LLC, AG Campbell Advisory, LLC, Truvestments Capital Llc, Root Financial Partners, LLC, Key Capital Management, INC, Ashton Thomas Private Wealth, LLC, i PMV Capital Advisers, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 13 563 | 250 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13 415 | 4,29 | 247 | 1,23 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 254 426 | 17,08 | 23 081 | 13,92 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 126 516 | 4,93 | 2 413 | 5,84 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 38 011 | 0,03 | 719 | -2,71 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 370 | 44 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 497 028 | 25,92 | 9 145 | 22,54 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 562 | 1,63 | 10 | 0,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1 001 871 | 18 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 351 378 | 3,17 | 6 465 | 0,39 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 482 | 9 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 67 130 | 40,56 | 1 235 | 36,77 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 181 630 | 3 342 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 160 585 | 17,75 | 2 929 | 13,58 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26 953 | 48,72 | 510 | 44,60 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 1,58 | 16 | -6,25 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 125 979 | 2,76 | 2 318 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12 042 | 0,05 | 222 | -2,64 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 4 340 | 1,47 | 80 | -1,25 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 131 | 2 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 294 844 | 5 | -99,77 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 29 164 | 0,82 | 537 | -2,01 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 88 | 35,38 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 113 522 | 7,27 | 2 089 | 4,35 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2 655 | 50 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 98 178 | 14,20 | 1 806 | 11,14 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 10 357 | 1,45 | 191 | -1,55 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 19 513 | 9,91 | 359 | 7,16 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 390 | 1,83 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 24 738 | 9,61 | 455 | 6,81 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 56 300 | 8,47 | 1 036 | 5,50 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 201 465 | 3,98 | 3 707 | 1,17 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34 457 | 15,52 | 634 | 12,41 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 29 870 | 3 294,32 | 550 | 3 331,25 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 125 549 | 4,60 | 2 310 | 1,81 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 30 643 | 68,45 | 564 | 64,14 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 862 293 | 1,16 | 15 866 | -1,56 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 25 688 | 46,05 | 473 | 42,17 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 329 514 | 0,75 | 6 063 | -1,96 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 546 | 8,23 | 231 | 5,02 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 104 538 | 7,38 | 1 977 | 7,80 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 45 562 | 4,38 | 838 | 1,58 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 10 551 | 194 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 77 626 | 3,48 | 1 428 | 0,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 119 936 | 129,06 | 2 207 | 122,83 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 440 536 | 8,20 | 8 106 | 5,27 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 40 813 | 1,93 | 751 | -0,92 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1 582 717 | 4 298,76 | 29 122 | 4 182,50 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 719 883 | 4,72 | 13 246 | 1,89 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 116 | 0,87 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1 805 | 4,46 | 33 | 3,13 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 19 409 | 0,12 | 357 | -2,46 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 993 381 | 7,73 | 18 785 | 4,84 | ||||
| 2026-04-13 | 13F | Global X Japan Co., Ltd. | 3 418 081 | 62 893 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 113 136 | 18,42 | 2 082 | 15,23 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 33 915 | 16,86 | 624 | 13,69 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 157 752 | 3,96 | 2 903 | 0,62 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 307 627 | 7,80 | 5 660 | 4,89 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 20 201 | 384 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 34 875 | 4,20 | 642 | 1,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 90 529 | 17,39 | 1 710 | 17,22 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 186 | 59 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 9 | 0 | ||||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 69 538 | 1,76 | 1 280 | -1,01 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 74 531 | 6,88 | 1 371 | 4,02 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 933 | 19,32 | 293 | 16,27 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 104 | 0,97 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 2 566 | 47 | ||||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 990 412 | 3,00 | 18 224 | 0,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 33 327 | 45,53 | 630 | 41,89 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 137 | 1,48 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 250 | 92,24 | 97 | 88,24 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 69 644 | 3,26 | 1 281 | 0,47 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 382 928 | 26,79 | 7 046 | 23,38 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 51 207 | 89,66 | 942 | 84,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | -100,00 | ||||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 31 700 | 583 | ||||||
| 2026-05-04 | 13F | Vista Finance, Llc | 10 475 | 193 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 402 800 | 4,24 | 7 412 | 1,44 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 53 256 | 5,40 | 980 | 2,51 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 79 705 | 10,81 | 1 467 | 7,79 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 10 158 | 0 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 142 850 | 18,22 | 2 628 | 15,06 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 1 249 820 | 19,08 | 22 997 | 15,87 | ||||
| 2026-05-04 | 13F | Nwam Llc | 59 371 | 7,41 | 1 092 | 0,92 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 585 | 195 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 20 758 | 16,68 | 383 | 11,66 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 37 811 | 87,61 | 696 | 82,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 30 554 | 562 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 18 562 | 9,64 | 342 | 6,56 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 1 145 766 | 2,03 | 21 082 | -0,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 685 457 | 2,60 | 12 612 | -0,17 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 131 995 | 2,88 | 2 429 | -0,45 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 61 865 | 121 203,92 | 1 138 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 208 586 | 3 838 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 30 965 | 570 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3 193 | 64,84 | 59 | 866,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2 000 | 37 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 22 095 | 0,46 | 421 | -0,47 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10 255 | 0,97 | 189 | -2,08 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 80 653 | 1,60 | 1 484 | -1,13 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 42 935 | 23,33 | 790 | 20,06 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 919 406 | 22,34 | 16 917 | 19,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 172 425 | 6,56 | 3 173 | 3,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 249 640 | 34,20 | 41 393 | 30,59 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 57 519 | 16,03 | 1 058 | 12,91 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 37 448 | 2,36 | 689 | -0,29 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2 861 | 53 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 109 350 | 65,33 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 21 037 | 387 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 625 | 44,04 | 177 | 40,48 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 849 | 16 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 565 389 | 23,25 | 10 403 | 19,93 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 204 730 | 14,64 | 3 767 | 11,55 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 57 121 | 6,86 | 1 051 | 4,06 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 39 342 | 13,38 | 724 | 10,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 113 328 | 14,99 | 2 085 | 8,93 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 18 712 | 344 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 194 839 | 5,93 | 3 585 | 3,08 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 11 014 | 203 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 63 | 0 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4 115 | 11,01 | 76 | 7,14 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 26 433 | 486 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 3 252 | 60 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 592 095 | 10,49 | 10 895 | 6,97 | ||||
| 2026-04-29 | 13F | Invested Advisors | 16 408 | 0,07 | 302 | -2,90 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 46 968 | 3,57 | 864 | 0,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 140 865 | 5,43 | 2 569 | 1,70 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 9 040 | 6,86 | 166 | 4,40 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 663 | 1,56 | 49 | 0,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 794 | 199 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1 642 883 | 7,71 | 30 229 | 2,05 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12 557 | 21,75 | 231 | 18,46 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 12 820 | 236 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 038 341 | 1,17 | 19 105 | -1,56 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 348 970 | 4,80 | 6 421 | 1,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22 637 | 417 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 79 595 | 6,75 | 1 465 | 3,83 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 697 288 | 14,80 | 12 830 | 11,71 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53 166 | 268,77 | 978 | 259,56 | ||||
| 2026-04-21 | 13F | SWS Partners | 314 551 | 4,47 | 5 788 | 1,12 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 200 | 4 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 100 740 | 1,80 | 1 854 | -0,96 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 25 550 | 2,87 | 470 | 0,21 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 16 731 | 1,57 | 308 | -1,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 182 964 | 41,80 | 3 367 | 37,95 |
