Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Neuberger Berman ETF Trust - Neuberger Short Duration Income ETF, to m.in Francis Financial, Inc., Mutual Advisors, LLC, Jpmorgan Chase & Co, Kingswood Wealth Advisors, Llc, Triumph Capital Management, Claro Advisors LLC, Atlantic Trust, LLC, Rockefeller Capital Management L.P., Stratos Wealth Partners, LTD., Harvest Investment Services, LLC, Kraft, Davis & Associates, LLC, Aptus Capital Advisors, LLC, Fifth Third Bancorp, Cornerstone Wealth Partners, LLC, Western Wealth Management, LLC, IFG Advisory, LLC, Northwestern Mutual Wealth Management Co, i SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Private Advisor Group, LLC | 53 308 | 115,15 | 2 703 | 113,17 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 25 565 | 68,66 | 1 296 | 67,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 316 045 | 16 027 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3 991 298 | 61,87 | 202 399 | 60,37 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 19 027 | 42,23 | 965 | 40,94 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 1 004 | 51 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 13 411 | 680 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 48 369 | 387,74 | 2 476 | 388,17 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 105 138 | 102,23 | 5 | 150,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 55 | 3 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 341 | 17 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 127 924 | 325,15 | 6 487 | 321,23 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 033 | 205 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 38 682 | 23,03 | 1 962 | 21,88 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 248 191 | 9,41 | 12 586 | 8,40 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 900 | 46 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2 800 | 40,00 | 143 | 40,20 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 21 180 | 1 074 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 85 922 | 8,41 | 4 357 | 7,42 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 52 979 | 2 373,34 | 2 676 | 2 354,13 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4 273 | 217 | ||||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 6 873 | 349 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 4 036 | 1,15 | 205 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 387 897 | 4 233,08 | 19 670 | 4 194,76 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 79 201 | 65,50 | 4 016 | 63,99 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 597 264 | 23,60 | 80 997 | 22,46 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 449 307 | 22 784 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8 587 | 27,84 | 435 | 26,82 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 002 | 1,11 | 51 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 400 | 53,75 | 121 | 51,25 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 6 411 | 325 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 7 869 | 399 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 37 745 | 14,74 | 1 914 | 13,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33 289 | 250,26 | 2 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 9 052 | 1,00 | 459 | 0,22 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 195 | 10 | ||||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 119 095 | 48,97 | 6 039 | 47,62 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 110 652 | 10,82 | 5 611 | 9,80 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 72 565 | 45,01 | 3 714 | 185 600,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 311 180 | 22,16 | 66 490 | 21,03 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56 885 | 2 885 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11 357 | 1,14 | 576 | 0,17 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 16 977 | 861 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 201 | 20,62 | 264 | 19,55 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 140 907 | 17,59 | 7 145 | 16,50 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 9 685 | 491 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26 098 | 1 320 | ||||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 11 580 | 587 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 283 790 | 15,38 | 14 391 | 14,31 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 220 184 | 9,06 | 11 168 | 8,05 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 185 945 | 64,92 | 60 139 | 63,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9 096 | 70,24 | 461 | 68,86 |
