Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Advent Convertible and Income Fund, to m.in Greenberg Financial Group, Hrt Financial Lp, Logan Stone Capital, LLC, Colonial Trust Co / SC, Axiom Investment Management LLC, Jones Financial Companies Lllp, i Western Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 059 | 1,03 | 26 | -3,85 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 56 583 | 0,50 | 631 | -10,62 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 33 149 | 10,75 | 370 | -1,60 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 10 375 | 2,96 | 126 | -2,33 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7 884 | 60,02 | 88 | 42,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 136 | 2 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 13 795 | 154 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 36 200 | 9,04 | 404 | -3,12 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 36 430 | 74,02 | 407 | 54,96 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 12 422 | 139 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 56 269 | 11,15 | 628 | -1,10 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 13 102 | 0,06 | 146 | -10,98 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 68 391 | 15,91 | 763 | 1,60 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 13 034 | 212,79 | 752 | 1 318,87 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 25 714 | 0 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 198 | 114 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 543 111 | 11,69 | 6 061 | -0,59 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 711 | 154,84 | 8 | 133,33 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 15 126 | 2,93 | 169 | -8,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 480 | 5 | ||||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 4 705 | 53 | ||||||
| 2026-01-22 | 13F | Greenberg Financial Group | 47 510 | 596 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 32 790 | 0,05 | 366 | -10,98 | ||||
| 2026-04-13 | 13F | Stolper Co | 63 026 | 1,79 | 1 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 472 817 | 1,65 | 5 277 | -9,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 598 699 | 4,20 | 17 841 | -7,27 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 106 373 | 1 187 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 21 166 | 2,96 | 236 | -8,17 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 317 688 | 3,13 | 3 552 | 118 266,67 | ||||
| 2026-05-15 | 13F | Quarry LP | 42 334 | 10,18 | 472 | -1,87 | ||||
| 2026-05-12 | 13F | Creative Planning | 140 964 | 0,20 | 1 573 | -10,83 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 34 784 | 0,00 | 388 | -13,20 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11 517 | 0,05 | 129 | -11,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 766 | 271,77 | 31 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38 162 | 426 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 14 494 | 0,50 | 162 | -10,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 973 | 21 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 153 126 | 10,84 | 1 709 | -1,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 25 975 | 290 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26 431 | 178,48 | 295 | 147,06 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 11 387 | 2,95 | 127 | -7,97 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 53 470 | 597 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 363 | 4 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18 721 | 2,04 | 235 | 0,00 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 13 555 | 151 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 18 942 | 211 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 239 080 | 3,40 | 2 668 | -7,97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 860 064 | 7,59 | 9 598 | -4,25 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 226 812 | 4,11 | 2 531 | -7,32 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 20 345 | 0,15 | 227 | -10,63 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 152 998 | 1 707 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 25 001 | 279 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 920 | 21 |
