Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF, to m.in Bank Of America Corp /de/, Benjamin Edwards Inc, NFP Retirement, Inc., Mutual Advisors, LLC, WNY Asset Management, LLC, Truist Financial Corp, Wiley Bros.-aintree Capital, Llc, Marks Group Wealth Management, Inc, Natixis Advisors, L.p., Cetera Investment Advisers, Destiny Capital Corp/CO, Holistic Planning, LLC, Harbour Investments, Inc., Golden State Equity Partners, i International Assets Investment 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21 441 | 24,53 | 744 | 21,97 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 008 | 35 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 240 236 | 8,32 | 8 341 | 6,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 118 319 | 3,03 | 4 126 | 0,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 136 366 | 65,13 | 4 735 | 61,63 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 149 037 | 190,28 | 5 167 | 183,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31 215 | 369,26 | 1 084 | 358,90 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5 206 | 119,20 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 530 | 18 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 22 737 | 1 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8 664 | 1,55 | 301 | -0,66 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 971 387 | 33 725 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 519 | 469 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 315 | 86,39 | 11 | 100,00 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 26 668 | 0,15 | 926 | -2,01 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 385 812 | 116 812,73 | 13 395 | 111 525,00 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 2 544 936 | 705,45 | 88 360 | 688,22 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 216 447 | 87,90 | 7 548 | 83,22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 57 727 | 7,02 | 1 997 | 4,39 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 101 252 | 79,72 | 3 592 | 179 500,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 71 521 | 12,42 | 2 483 | 10,01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 188 578 | 123,47 | 41 267 | 118,69 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 714 | 1,56 | 25 | 0,00 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 723 138 | 10,82 | 25 107 | 8,44 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 180 087 | 6 253 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 706 004 | 11,98 | 24 555 | 9,77 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22 429 | 121,61 | 779 | 116,71 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 15 818 | 549 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 344 031 | 11 945 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 221 387 | 42 407 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 122 142 | 498,41 | 4 241 | 485,64 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 6 856 | 1,54 | 238 | -0,42 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 24 950 | 134,60 | 866 | 129,71 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 211 083 | 45,94 | 7 329 | 42,82 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 462 425 | 4,70 | 16 055 | 2,46 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 19 159 | 2,18 | 665 | 0,00 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 34 126 | 45,06 | 1 185 | 41,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 161 539 | 5 609 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41 610 | 1 445 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 601 079 | 20 869 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 4 673 | 2,52 | 162 | 0,62 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 49 369 | 4,43 | 1 717 | 2,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 21 038 | 9,52 | 730 | 7,20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 123 291 | 18,68 | 73 721 | 16,13 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 411 612 | 6,66 | 14 435 | 5,25 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 67 286 | 1,94 | 2 336 | -0,21 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 17 212 | 598 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 426 | 605 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 7 949 | 7,39 | 276 | 4,96 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 222 529 | 7 726 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 92 595 | 116,85 | 3 231 | 112,64 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 803 | 55,97 | 63 | 51,22 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 255 507 | 43,77 | 8 871 | 40,70 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 23 579 | 819 |
