Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Torray Equity Income Fund - First Eagle Global Equity ETF, to m.in Visionary Wealth Advisors, Legacy CG, LLC, Baird Financial Group, Inc., Robertson Stephens Wealth Management, LLC, Asset One Wealth Management LLC, Elequin Capital Lp, UBS Group AG, Western Wealth Management, LLC, Qube Research & Technologies Ltd, Everest Financial Group LLC, Natixis Advisors, L.p., Wolfstich Capital, LLC, Mariner, LLC, BlueChip Wealth Advisors LLC, Susquehanna International Group, Llp, Arnhold LLC, Gateway Wealth Partners, LLC, Certior Financial Group, Llc, Alexander Labrunerie & Co., Inc., i HighPoint Advisor Group 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 173 813 | 27,19 | 8 169 | 29,89 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 307 671 | 84,72 | 14 161 | 202 200,00 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 7 997 | 9,55 | 376 | 11,94 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 190 738 | 2,90 | 8 965 | 5,08 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53 468 | 2 513 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4 484 | 211 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 110 952 | 26,00 | 5 215 | 28,68 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 20 266 | 313,59 | 953 | 323,11 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 13 054 | 118,48 | 614 | 105,70 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7 368 | 40,32 | 346 | 43,57 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 218 460 | 0,65 | 10 268 | 2,77 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5 120 | 365,45 | 241 | 380,00 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 25 768 | 66,98 | 1 211 | 70,56 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9 400 | 653,21 | 442 | 673,68 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 32 107 | 81,39 | 1 509 | 85,38 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 40 486 | 22,96 | 1 903 | 25,54 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 18 842 | 1,85 | 886 | 4,00 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 107 865 | 111,32 | 5 070 | 115,79 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 309 612 | 14 552 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 107 559 | 17,84 | 5 055 | 20,33 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 25 810 | 117,86 | 1 213 | 122,57 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 307 | 14 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 146 640 | 1 221 900,00 | 6 892 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 111 410 | 16,07 | 5 236 | 18,54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 77 995 | 2,09 | 3 666 | 4,24 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7 969 | 375 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 18 935 | 20,75 | 890 | 15,16 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 43 845 | 8,96 | 2 061 | 11,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 62 | 416,67 | 3 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 19 070 | 4,59 | 935 | 6,14 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 9 803 | 37,24 | 461 | 40,24 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 9 202 | 432 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 36 155 | 109,89 | 1 699 | 114,52 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 70 047 | 47,15 | 3 292 | 50,25 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 190 | 9 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 723 | 35 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 50 406 | 3,80 | 2 369 | 6,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14 162 | 666 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 257 962 | 332,18 | 12 124 | 341,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 260 658 | 12 251 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 900 | 183 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 670 543 | 2 687,03 | 78 516 | 2 746,81 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6 161 | 290 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 100 197 | 63,88 | 4 612 | 70,53 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 37 611 | 14,26 | 1 768 | 16,63 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 111 951 | 5 262 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2 341 | 13,04 | 110 | 15,79 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 70 079 | 3 294 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 10 048 | 472 | ||||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 283 902 | 21,67 | 13 436 | 24,93 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 49 142 | 84,83 | 2 310 | 88,80 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 8 439 | 22,64 | 397 | 25,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 481 646 | 932,80 | 22 637 | 954,85 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 6 348 | 298 | ||||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 10 791 | 21,36 | 507 | 23,96 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 286 244 | 13 453 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8 783 | 413 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 31 575 | 1 531,78 | 1 484 | 1 567,42 | ||||
| 2026-05-11 | 13F | Arnhold LLC | 12 054 | 567 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 14 970 | 43,12 | 704 | 46,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1 656 | 78 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 16 269 | 51,78 | 765 | 54,97 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 8 218 | 390 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11 122 | 523 | ||||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 17 403 | 23,40 | 818 | 25,89 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 70 461 | 49,74 | 3 312 | 52,93 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 45 996 | 5,07 | 2 162 | 7,30 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 518 | 12,83 | 1 011 | 15,28 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 444 | 115 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 14 503 | 682 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 117 563 | 33,90 | 5 525 | 36,72 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 14 644 | 23,80 | 688 | 26,47 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 159 483 | 53,96 | 7 496 | 57,23 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 64 085 | 4,95 | 3 012 | 7,15 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 7 160 | 0,22 | 337 | 2,44 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 50 928 | 53,24 | 2 394 | 56,51 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 917 976 | 71,40 | 43 145 | 75,03 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 8 307 | 36,76 | 390 | 39,78 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 12 813 | 28,04 | 602 | 30,87 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 6 164 | 2,99 | 290 | 5,09 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 372 339 | 4,17 | 17 482 | 5,30 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 17 165 | 49,07 | 807 | 52,08 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 254 277 | 44,54 | 11 951 | 47,62 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 690 | 114,95 | 32 | 128,57 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 26 385 | 1 240 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 20 825 | 113,70 | 979 | 118,30 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 23 097 | 1 086 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 151 666 | 7 128 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 623 | 67,70 | 875 | 71,23 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 5 223 | 245 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 25 387 | 26,61 | 1 193 | 29,39 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 65 995 | 9,18 | 3 102 | 11,47 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 52 542 | 2 474 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9 149 | 430 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 920 | 513 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 241 | 8,56 | 11 | 10,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9 054 | 12 834,29 | 426 | 14 066,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31 966 | 4,20 | 1 502 | 6,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 707 570 | 96,03 | 80 256 | 100,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5 851 | 46,27 | 275 | 48,91 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23 106 | 67,63 | 1 064 | 74,55 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 39 871 | 2 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 709 | 198,25 | 80 | 207,69 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 73 494 | 53,78 | 3 454 | 57,07 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 946 | 279 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14 705 | 691 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123 990 | 34,05 | 6 | 25,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 14 095 | 59,27 | 662 | 62,65 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 46 631 | 53,24 | 2 192 | 56,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 088 | 123,39 | 192 | 128,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 65 934 | 3 099 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 95 125 | 4 660 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 427 042 | 24,51 | 20 071 | 27,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 358 | 385 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 743 657 | 206,69 | 81 952 | 213,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62 708 | 1,61 | 2 947 | 3,77 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4 679 | 7,64 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 140 416 | 45,63 | 7 | 50,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 382 272 | 448,41 | 17 520 | 446,10 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 4 748 | 223 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 51 106 | 39,99 | 2 402 | 42,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 462 933 | 176,22 | 22 | 200,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 53 535 | 2 516 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 973 570 | 34,42 | 45 758 | 37,26 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 107 225 | 126,58 | 99 040 | 131,37 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 266 489 | 363,23 | 12 525 | 373,14 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 22 976 | 44,34 | 1 080 | 44,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 506 659 | 24,03 | 23 813 | 26,65 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 182 | 9 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 623 | 52,88 | 828 | 56,23 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 28 325 | 2 285 | ||||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 31 074 | 39,77 | 1 460 | 42,72 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 69 416 | 3 263 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 210 032 | 279,46 | 9 872 | 287,55 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18 587 | 14,33 | 874 | 16,71 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 25 206 | 72,35 | 1 185 | 75,93 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 9 620 | 3,79 | 452 | 6,10 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 150 404 | 12,80 | 7 069 | 15,19 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 261 124 | 1,16 | 12 273 | 3,29 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6 225 | 293 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9 715 | 70,44 | 457 | 74,05 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 41 081 | 12,21 | 1 931 | 14,54 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1 454 367 | 116,95 | 68 355 | 121,54 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 141 407 | 68,80 | 6 646 | 72,40 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 18 934 | 28,22 | 890 | 30,93 |
