Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Pathward Financial, Inc., to m.in Vanguard Capital Management Llc, Earnest Partners Llc, Vanguard Portfolio Management Llc, Vanguard Fiduciary Trust Co, Wcm Investment Management, Llc, Emerald Investment Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Truist Financial Corp, Equitable Trust Co, Abel Hall, LLC, Park Avenue Securities Llc, Procyon Private Wealth Partners, LLC, Gts Securities Llc, CI Private Wealth, LLC, Capstone Investment Advisors, Llc, Hilltop National Bank, Root Financial Partners, LLC, i Keating Financial Advisory Services, Inc. .
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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 51 451 | 41,85 | 4 591 | 75,93 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 20 055 | 4,36 | 1 790 | 31,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5 945 | 24,04 | 531 | 55,88 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 22 178 | 5,37 | 2 014 | 32,87 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 2 | 0 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6 827 | 609 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 915 | 184,16 | 82 | 268,18 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6 931 | 618 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 142 | 13 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 137 | 3,79 | 12 | 33,33 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 573 512 | 51 174 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 20 500 | 149,03 | 1 829 | 213,18 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 0 | 1 686 | -83,60 | |||||
| 2026-02-13 | 13F | Barclays Plc | 45 019 | 22,83 | 3 196 | 17,85 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 11 | 175,00 | 1 | |||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 0 | 15 530 | -34,68 | |||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 0 | 65 929 | -34,16 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 151 892 | 39,48 | 13 553 | 75,31 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 155 287 | 2,32 | 13 856 | 28,59 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 22 080 | 31,98 | 1 970 | 65,96 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 8 019 | 52,25 | 716 | 91,69 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 446 | 218 | ||||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 10 341 | 6,24 | 923 | 5,01 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 302 503 | 571,33 | 26 992 | 743,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 61 | 29,79 | 5 | 66,67 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 27 522 | 2 456 | ||||||
| 2026-04-10 | 13F/A | OP Asset Management Ltd | 5 191 | -51,83 | 463 | -45,66 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11 778 | 8,96 | 1 051 | 36,90 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 11 399 | 53,23 | 1 017 | 92,61 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 15 136 | 1 351 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co 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 | 146 657 | 13 086 | ||||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 2 535 | 3,47 | 226 | |||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 54 281 | 1,88 | 4 843 | 28,05 | ||||
| 2026-05-14 | 13F | Panagora Asset Management Inc | 174 776 | 0,30 | 15 595 | 26,06 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 7 400 | 660 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 5 709 | 509 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 28 407 | 1,07 | 2 017 | 1,05 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2 378 | 0 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13 584 | 70,12 | 1 207 | 112,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 5 792 | 20,27 | 517 | 51,32 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 19 065 | 61,88 | 2 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10 | 150,00 | 1 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 46 058 | 4 110 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 25 | 108,33 | 2 | |||||
| 2026-05-11 | 13F | Pacific Ridge Capital Partners, LLC | 19 740 | 0,02 | 1 761 | 25,70 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 117 | 24,47 | 10 | 66,67 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 39 077 | 2,38 | 3 487 | 28,68 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 30 316 | 2 705 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 269 961 | 43,60 | 24 089 | 80,48 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 257 135 | 3,09 | 22 944 | 29,56 | ||||
| 2026-02-14 | 13F | Militia Capital Partners, LP | 22 179 | 47,86 | 1 575 | 41,80 | ||||
| 2026-05-05 | 13F | UBS Group AG | 118 036 | 26,25 | 10 532 | 58,66 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 8 934 | 797 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 41 018 | 267,71 | 2 912 | 252,97 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4 851 | 0,54 | 433 | 26,32 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 28 604 | 32,45 | 2 552 | 66,47 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 33 | 3 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 66 | 6 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 10 | 42,86 | 0 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 10 878 | 28,08 | 971 | 60,86 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2 539 | 227 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 295 999 | 371,17 | 21 016 | 352,03 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 15 449 | 11,55 | 1 097 | 7,03 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 2 609 | 233 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 956 515 | 13,92 | 174 580 | 43,17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 144 273 | 1,02 | 12 873 | 26,97 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 24 885 | 16,55 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Mutual Of America Capital Management Llc | 2 491 | 222 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 107 793 | 107,73 | 9 618 | 161,07 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 62 463 | 5 488 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 0 | ||||||
| 2026-05-08 | 13F | Alps Advisors Inc | 5 430 | 485 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 808 | 15,76 | 72 | |||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 64 051 | 9,75 | 6 | 25,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 33 | 3 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 3 528 | 3,95 | 315 | 30,83 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 8 962 | 44 710,00 | 788 | 78 700,00 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 108 060 | 9 642 | ||||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 243 | 0,83 | 22 | 23,53 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 18 | 5,88 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 600 | 54 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 125 | 31,89 | 100 | 66,67 | ||||
| 2026-05-15 | 13F | State Street Corp | 1 328 788 | 2,62 | 118 634 | 28,95 | ||||
| 2026-05-15 | 13F | Occudo Quantitative Strategies Lp | 4 811 | 418 | ||||||
| 2026-05-13 | 13F | Axq Capital, Lp | 2 549 | 227 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 2 561 | 229 | ||||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 263 913 | 750,07 | 23 549 | 968,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 275 | 23 389,58 | 1 006 | 33 433,33 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 69 012 | 45,40 | 6 158 | 82,75 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 181 | 7,74 | 16 | 45,45 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 693 | 508 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 203 763 | 0,48 | 18 182 | 26,28 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 209 219 | 34,77 | 18 669 | 69,37 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 232 830 | 45,82 | 20 959 | 82,65 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 31 673 | 2 826 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 8 234 | 735 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 32 336 | 400,63 | 2 885 | 529,91 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 33 082 | 78,06 | 2 952 | 123,73 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 4 456 | 398 | ||||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 2 444 | 218 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12 341 | 1 101 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 4 837 | 432 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 750 164 | 66 937 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 6 149 | 1,08 | 549 | 27,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 310 | 9,48 | 206 | 38,26 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 28 | 21,74 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 18 | 2 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 363 | 211 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 779 | 12,10 | 159 | 41,07 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 20 962 | 8 490,98 | 1 870 | 11 587,50 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 93 212 | 271,07 | 8 317 | 366,46 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 97 176 | 8 671 | ||||||
| 2026-05-04 | 13F | Emerald Mutual Fund Advisers Trust | 21 450 | 29,44 | 1 914 | 62,67 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 436 444 | 38 944 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 12 919 | 43,64 | 1 153 | 80,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 163 225 | 228,65 | 14 565 | 313,05 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 11 402 | 2,05 | 1 017 | 28,25 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 55 436 | 14,94 | 4 947 | 44,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15 350 | 33,36 | 1 370 | -80,46 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 132 407 | 17,94 | 11 815 | 48,23 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1 247 | 111 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 2 333 | 2,46 | 208 | 29,19 | ||||
| 2026-05-13 | 13F | Neumeier Poma Investment Counsel Llc | 356 200 | 34,87 | 31 784 | 69,50 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 11 646 | 1,11 | 1 039 | 27,17 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 357 | 20,61 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4 800 | 54,84 | 428 | 94,55 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 819 | 12,55 | 2 482 | 41,51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 24 348 | 414,87 | 2 173 | 548,66 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 005 | 142 | ||||||
| 2026-05-15 | 13F | Quarry LP | 42 | 4 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 4 079 | 364 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 699 745 | 1,10 | 62 448 | 27,07 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 11 459 | 11,92 | 1 022 | 40,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 75 387 | 84,00 | 6 727 | 131,21 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 11 531 | 2,10 | 1 029 | 28,34 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3 019 | 5,60 | 269 | 33,17 | ||||
| 2026-04-30 | 13F | Teacher Retirement System Of Texas | 8 231 | 147,47 | 734 | 211,02 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5 420 | 15,76 | 484 | 45,48 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 37 639 | 12,87 | 3 359 | 41,87 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3 932 | 0 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 85 411 | 42,51 | 7 621 | 79,11 | ||||
| 2026-05-12 | 13F | Royce & Associates Lp | 11 014 | 20,48 | 983 | 51,31 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 30 286 | 388,96 | 2 702 | 515,49 |
