Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF includ New Wave Wealth Advisors Llc, Captrust Financial Advisors, Susquehanna International Group, Llp, Quadrature Capital Ltd, Vienna Asset Management LLC, Mesirow Financial Investment Management, Inc., HB Wealth Management, LLC, Goldman Sachs Group Inc, Bank Of Montreal /can/, Innovative Asset Advisors Group, LLC, Northwestern Mutual Wealth Management Co, Beacon Investment Advisory Services, Inc., DiNuzzo Private Wealth, Inc., SageView Advisory Group, LLC, BlackRock, Inc., Milestone Investment Advisors LLC, Russell Investments Group, Ltd., SJS Investment Consulting Inc., Harbour Investments, Inc., și MCF Advisors LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30.524 | 20,57 | 866 | 8,13 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 7.365 | 2,79 | 209 | -7,96 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 20.530 | 582 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 488 | 2,52 | 13 | -13,33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.190 | 19,00 | 34 | 6,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 31.329 | 89,48 | 889 | 70,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 926 | 29 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27.654 | 93,07 | 785 | 73,45 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10.009 | 284 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 20.272 | 575 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 15.313 | 9,72 | 434 | -1,59 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 91 | 3 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 252.923 | 162,63 | 7.175 | 135,71 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 119.437 | 35,13 | 3.388 | 21,30 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 17.755 | 11,94 | 504 | 0,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.250 | 64 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 38.593 | 1,94 | 1.095 | -8,53 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8.830 | 10,50 | 321 | 32,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 600 | 17 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 12 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 12 | -15,38 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.844 | 81 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.800 | 5,46 | 89 | 3,53 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 916.734 | 12,59 | 26 | 4,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 30.184 | 51,11 | 856 | 35,66 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 102.306 | 3,43 | 2.902 | -7,17 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 12.700 | 24,56 | 360 | 11,80 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14.668 | 3,73 | 416 | -6,94 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 100 | 3 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 21.522 | 0,13 | 611 | -10,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7.073 | 202,26 | 201 | 173,97 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24.374 | 8,06 | 691 | -2,95 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.773 | 13,30 | 107 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 58.499 | 70,43 | 1.660 | 53,04 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.225 | 35 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 22.600 | 47,71 | 641 | 32,71 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 31.609 | 51,78 | 907 | 37,69 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3.160 | 17,69 | 90 | 5,95 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 77.230 | 57,45 | 2.442 | 54,98 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 7.505 | 213 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 28 | 27,27 | 1 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3.115 | 309,87 | 88 | 266,67 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 24.500 | 59,60 | 695 | 43,30 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 32.184 | 913 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2.812 | 80 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.679 | 110,06 | 388 | 89,27 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 265.168 | 7.523 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 140 | 4 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 71.585 | 71,67 | 2.263 | 226.100,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 60.642 | 3,87 | 1.917 | 2,19 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 20.548 | 10,93 | 760 | 29,91 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 160 | 23,08 | 5 | 25,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 60.906 | 5,33 | 1.754 | -2,56 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 677.488 | 24,58 | 19.221 | 11,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8.703 | 12,60 | 247 | 0,82 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 260.683 | 7.396 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 182.494 | 28,72 | 5.177 | 15,53 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18.181 | 516 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 20.006 | 1.205,87 | 568 | 1.081,25 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 56.756 | 45,42 | 1.610 | 30,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 73.296 | 38,73 | 2.079 | 24,49 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13.100 | 12,93 | 372 | 1,37 | |||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 12.580 | 499,05 | 362 | 448,48 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 19.765 | 561 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47.039 | 1.334 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.590 | 45 | ||||||
| 2026-05-05 | 13F | Longitude (Cayman) Ltd. | 158.000 | 18,80 | 4.482 | 6,61 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 335 | 10 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 704 | 101,14 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 23.639 | 4,69 | 671 | -6,03 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 20.033 | 568 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 63 | 5,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 196 | 6 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 185.753 | 5,17 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.394 | 210 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 13.294 | 15,30 | 377 | 3,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 136.159 | 4,68 | 136 | -96,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.729 | 12,05 | 106 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 31.657 | 5,61 | 898 | -5,17 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 10.163 | 54,52 | 288 | 39,13 |
