Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Trust for Investment Grade Municipals, to m.in Wealth Care LLC, Jane Street Group, Llc, Fisher Asset Management, LLC, Apella Capital, LLC, Quadcap Wealth Management, LLC, Penserra Capital Management LLC, Ubs Asset Management Americas Inc, i Elevated Capital Advisors, 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Royal Bank Of Canada | 366 523 | 6,45 | 3 618 | 1,32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11 010 | 109 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 68 723 | 0,37 | 678 | -4,51 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11 929 | 2,03 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 517 765 | 19,66 | 5 104 | 13,75 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 229 958 | 84,76 | 2 270 | 75,89 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 686 775 | 6,52 | 6 778 | 1,39 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 9 991 | 99 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 159 679 | 9,15 | 1 656 | 165 400,00 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 22 143 | 0,14 | 219 | -3,54 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 30 869 | 0,54 | 305 | -4,40 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 21 485 | 37,35 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 13 000 | 134 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 493 823 | 3,92 | 4 874 | -1,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 162 832 | 50,05 | 1 607 | 42,84 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11 000 | 0 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 41 046 | 405 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 69 150 | 17,77 | 75 | -87,66 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 10 948 | 0,63 | 108 | -3,57 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 16 993 | 1,91 | 168 | -2,91 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 30 404 | 77,13 | 300 | 69,49 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 907 | 2 353,50 | 48 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 68 065 | 0,55 | 672 | -4,28 | ||||
| 2026-05-05 | 13F | UBS Group AG | 571 971 | 0,58 | 5 645 | -4,27 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 240 | 81 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 378 | 0 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17 974 | 7,01 | 177 | 1,72 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15 000 | 50,00 | 148 | 43,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 978 215 | 96,12 | 9 655 | 86,66 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 10 619 | 1,92 | 105 | -3,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 98 926 | 281,29 | 976 | 262,83 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 69 109 | 4,07 | 682 | -0,87 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 12 257 | 121 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 394 | 14 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 000 | 10 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 89 170 | 880 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 313 044 | 0,54 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 | 0 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 915 | 19 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 187 141 | 46,00 | 1 847 | 38,98 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 319 284 | 22,31 | 3 151 | 16,40 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 50 000 | 494 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 44 756 | 123,32 | 442 | 113,04 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 14 352 | 142 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 10 690 | 87,94 | 106 | 81,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 215 | 42 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 86 879 | 41,31 | 858 | 34,54 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 46 421 | 68,04 | 458 | 60,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5 370 | 85,17 | 56 | 89,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29 054 | 13,02 | 287 | 7,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20 361 | 201 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 585 | 6 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 375 | 4 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 44 | -4,35 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 403 | 0,75 | 4 | -25,00 |
