Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund, to m.in VestGen Advisors, LLC, Premier Private Wealth Management LLC, Fiduciary Alliance LLC, Atria Investments Llc, First Heartland Consultants, Inc., Western Wealth Management, LLC, i Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 179 879 | 6,42 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 141 346 | 32,85 | 6 872 | 31,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 86 715 | 47,81 | 4 | 100,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 67 503 | 3 282 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 5 448 | 14,74 | 268 | 14,59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90 432 | 7,50 | 4 397 | 6,39 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 966 850 | 14,70 | 47 008 | 13,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 712 | 23,10 | 132 | 21,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 742 | 0,75 | 85 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20 296 | 9,05 | 987 | 7,88 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 98 157 | 17,45 | 4 772 | 16,25 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 48 383 | 14,53 | 2 352 | 13,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 097 | 53 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 22 759 | 50,96 | 1 107 | 49,46 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 095 | 53 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 14 038 | 11,75 | 683 | 10,53 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24 450 | 420,21 | 1 189 | 416,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 162 803 | 24,08 | 7 915 | 22,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 117 | 6 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 477 | 2 285,00 | 23 | |||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 10 451 | 508 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30 189 | 7,60 | 1 483 | 148 200,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71 714 | 11,26 | 3 487 | 10,11 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 225 020 | 3,33 | 10 907 | 1,95 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 367 312 | 8,56 | 66 479 | 7,44 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19 057 | 294,39 | 927 | 290,72 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4 356 | 212 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 19 293 | 14,50 | 938 | 13,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8 240 | 401 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20 087 | 6,38 | 977 | 5,29 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 13 946 | 676 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 71 399 | 13,38 | 3 507 | 13,09 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 4 775 491 | 8,56 | 232 184 | 7,44 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 165 547 | 13,73 | 8 049 | 12,56 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 23 768 | 21,09 | 1 156 | 19,81 | ||||
| 2026-05-12 | 13F | Creative Planning | 5 192 | 0,04 | 252 | -0,79 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9 059 | 442 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 42 563 | 50,43 | 2 069 | 48,96 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 370 787 | 5,49 | 115 268 | 4,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 57 328 | 890,63 | 2 787 | 881,34 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 63 | 3 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 4 610 | 224 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19 057 | 28,74 | 927 | 27,37 |
