Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund, to m.in Creative Planning, Goldman Sachs Group Inc, WealthPlan Investment Management, LLC, Baer Investment Advisory LLC, VestGen Advisors, LLC, Seacrest Wealth Management, Llc, Hudson Portfolio Management LLC, Wealth Enhancement Advisory Services, Llc, Highline Wealth Partners Llc, i Ubs Asset Management Americas 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3 897 | 370 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 337 | 0,30 | 33 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15 638 | 1 470 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 50 292 | 1,54 | 4 727 | 2,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 177 | 477,45 | 205 | 500,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 7 147 | 3,03 | 1 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4 062 | 0,07 | 382 | 1,33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2 376 | 1,58 | 223 | 3,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 43 825 | 4 119 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 420 | 39 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 519 | 0,12 | 248 | 1,23 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 483 | 3,69 | 327 | 5,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 044 | 190 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 755 | 2,96 | 823 | 4,31 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 8 717 | 6,96 | 819 | 8,48 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 8 094 | 761 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 19 586 | 1,72 | 1 841 | 3,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 940 | 3,97 | 182 | 5,20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 932 | 0,03 | 276 | 1,48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13 471 | 0,85 | 1 229 | -0,81 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 22 352 | 30,93 | 2 101 | 32,66 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5 355 | 18,47 | 503 | 20,05 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 22 521 | 5,01 | 2 117 | 6,44 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 10 374 | 975 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 122 270 | 1,84 | 11 338 | 113 280,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8 110 | 816 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 8 252 | 776 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4 359 | 410 | ||||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 4 067 | 382 | ||||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 151 536 | 9,98 | 14 243 | 11,47 | ||||
| 2026-04-06 | 13F | CX Institutional | 653 | 0,15 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2 316 | 2,57 | 218 | 3,83 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 8 717 | 819 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 290 | 375,41 | 27 | 440,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 64 745 | 6 085 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 950 | 371 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 146 | 14 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 2 316 | 2,57 | 218 | 3,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8 207 | 10,88 | 771 | 12,39 |
