Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Alger Funds - Concentrated Equity Fund, to m.in Cora Capital Advisors Llc, Wells Fargo & Company/mn, Proactive Wealth Strategies LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Wealth Management Partners, LLC, Roman Butler Fullerton & Co, TritonPoint Partners, LLC, Stonebridge Financial Group, LLC / MO, R. W. Roge & Company, Inc., Capital Investment Advisory Services, LLC, Marshall Investment Management, Llc, Berbice Capital Management LLC, i Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 73 510 | 619,35 | 2 288 | 551,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11 068 | 344 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 29 740 | 926 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31 899 | 112,43 | 993 | 92,25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15 101 | 38,91 | 470 | 25,67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26 664 | 26,10 | 830 | 14,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 631 | 23,77 | 4 252 | 12,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16 082 | 15,50 | 500 | 4,60 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 216 697 | 0,69 | 6 744 | -8,87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18 343 | 24,05 | 571 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2 043 | 64 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206 284 | 24,62 | 7 092 | 141 740,00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 13 502 | 420 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33 149 | 15,67 | 1 032 | 4,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17 750 | 12,70 | 552 | 2,03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 31 445 | 1,62 | 979 | -8,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 41 468 | 16,12 | 1 290 | 5,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 70 439 | 25,31 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29 354 | 189,74 | 913 | 162,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7 021 | 5,72 | 218 | -4,39 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 94 077 | 2,50 | 2 973 | -2,53 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 15 505 | 512 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 339 223 | 24,49 | 41 677 | 12,69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 175 | 16,00 | 68 | 4,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33 757 | 2,86 | 1 051 | -6,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206 663 | 8,28 | 6 431 | -1,98 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5 027 082 | 36 275,41 | 156 443 | 32 835,16 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 55 514 | 0,22 | 1 728 | -9,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 993 | 4,96 | 249 | -4,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77 595 | 2 415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23 666 | 737 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5 682 | 177 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 1 300 | 40 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 411 060 | 6,20 | 12 792 | -3,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 50 382 | 19,06 | 1 568 | 7,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10 123 | 27,22 | 315 | 15,38 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 90 100 | 2 804 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 17 337 | 540 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 11 307 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 86 866 | 268,23 | 2 703 | 233,29 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 65 200 | 5,98 | 2 029 | -4,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 721 661 | 26,62 | 22 458 | 14,62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 020 | 32 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 689 | 426 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 40 130 | 23,02 | 1 249 | 11,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 681 | 550 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12 737 | 396 |
