Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w XAI Octagon Floating Rate & Alternative Income Trust, to m.in Sit Investment Associates Inc, Morgan Stanley, Eagle Point Credit Management LLC, Matisse Capital, Bulldog Investors, LLP, Guggenheim Capital Llc, Landscape Capital Management, L.l.c., Cresset Asset Management, LLC, Toronto Dominion Bank, Rpo Llc, Invesco Ltd., Thomas J. Herzfeld Advisors, Inc., Virtus Investment Advisers, Inc., Jane Street Group, Llc, Closed-End Fund Advisors, Inc., UBS Group AG, LPL Financial LLC, Kestra Advisory Services, LLC, Belpointe Asset Management LLC, i Susquehanna International Group, Llp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 16 614 | 285 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 38 797 | 667 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 59 | 1 | ||||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 6 506 | 628 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 145 | 2 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 28 958 | 497 | ||||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 186 930 | 3 211 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 246 | 4 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 9 250 | 159 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 55 244 | 949 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 200 | 0 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 379 | 7 | ||||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 989 | 17 | ||||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 144 227 | 2 478 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17 | 0 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 662 994 | 11 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29 649 | 509 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 17 750 | 305 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 12 603 | 217 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 496 | 77 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 100 000 | 1 718 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 143 955 | 2 473 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 100 | 2 | ||||||
| 2026-05-12 | 13F | Rpo Llc | 89 904 | 1 545 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 916 | 50 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 369 | 24 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 300 | 5 | ||||||
| 2026-05-12 | 13F | Danske Bank A/s | 1 | 0 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 59 545 | 1 023 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 51 831 | 890 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 59 884 | 1 029 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 715 | 29 | ||||||
| 2026-05-14 | 13F | Virtus Investment Advisers, Inc. | 55 758 | 958 | ||||||
| 2026-05-15 | 13F | Sculptor Capital LP | 15 686 | 269 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 915 | 16 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 881 | 15 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 39 528 | 679 | ||||||
| 2026-05-08 | 13F | Matisse Capital | 344 096 | 5 912 | ||||||
| 2026-05-07 | 13F | Eagle Point Credit Management LLC | 439 852 | 7 557 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | 4 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 602 194 | 10 346 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 058 | 18 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 6 751 | 116 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 152 538 | 2 621 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21 635 | 372 |
