Statistiche di base
| Proprietari istituzionali | 206 total, 206 long only, 0 short only, 0 long/short - change of 5,15% MRQ |
| Allocazione media del portafoglio | 0.1754 % - change of 24,81% MRQ |
| Azioni istituzionali (Long) | 6.407.902 (ex 13D/G) - change of 1,05MM shares 19,93% MRQ |
| Valore istituzionale (Long) | $ 366.377 USD ($1000) |
Proprietà istituzionale e azionisti
Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (MX:CGW) ha 206 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 6,407,902 azioni. I maggiori azionisti includono Morgan Stanley, UBS Group AG, Conservest Capital Advisors, Inc., Bank Of America Corp /de/, Weatherly Asset Management L. P., 1832 Asset Management L.P., Polianta Ltd, Cetera Investment Advisers, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
(Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF (BMV:CGW) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 519 | -53,12 | 32 | -47,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7.561 | 3,62 | 473 | 16,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1.321 | 0,00 | 83 | 12,33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2.155 | 0,00 | 135 | 11,67 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 184 | 0,00 | 12 | 10,00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5.252 | 0,00 | 328 | 12,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6.323 | 8,59 | 395 | 21,91 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 400 | 0,00 | 25 | 13,64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.907 | -1,19 | 182 | 11,04 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.760 | 11,84 | 298 | 25,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57.480 | 0,40 | 3.592 | 12,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.952 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 32.159 | -15,42 | 2.010 | -5,10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 | -98,81 | 2 | -99,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46.759 | -0,57 | 2.922 | 11,57 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 431 | -15,16 | 27 | -7,14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2.934 | 0,00 | 183 | 12,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 178 | 0,00 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5.208 | 326 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 341 | 0,00 | 19 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.034 | -45,32 | 127 | -38,65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3.260 | 204 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.959 | -2,31 | 560 | 9,61 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60.774 | 3.798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61.488 | 0,21 | 3.984 | 16,56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16.884 | 10,96 | 1.055 | 24,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.981 | 436 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4.275 | 0,47 | 267 | 13,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.215 | 37,52 | 263 | 58,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7.355 | -18,95 | 460 | -9,11 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.000 | 0,00 | 312 | 12,23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 500 | 0,00 | 31 | 14,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19.800 | 0,00 | 1.238 | 12,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13.521 | -12,83 | 845 | -2,09 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.626 | 0,00 | 227 | 12,44 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5.125 | 166,23 | 320 | 199,07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3.494 | 218 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36.265 | 1,55 | 2.020 | 4,34 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5.536 | 0,00 | 346 | 12,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 857.224 | -2,50 | 53.577 | 9,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.806 | 0,00 | 113 | 10,89 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1.345 | 84 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.924 | 245 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 7.631 | 0,04 | 477 | 12,26 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 1.658 | 0,00 | 104 | 11,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.600 | 0,00 | 100 | 11,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.006 | 30,57 | 1.742 | 45,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22.924 | -32,98 | 1.433 | -24,79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 19.493 | 0,00 | 1.218 | 12,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159.370 | 0,06 | 9.961 | 12,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | -39,39 | 2 | -33,33 | ||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.205 | 200 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.970 | 248 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9.066 | -1,13 | 567 | 10,98 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4.000 | 0,00 | 250 | 12,61 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7.039 | 440 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 411.652 | -0,80 | 25.728 | 11,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1.800 | 0,00 | 112 | 12,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 48.927 | -19,19 | 3.049 | -9,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 191 | 0,00 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4.502 | 0,00 | 281 | 12,40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4.905 | -3,73 | 307 | 8,13 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.616 | 0,00 | 351 | 12,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.668 | -40,70 | 229 | -33,43 | ||||
| 2025-04-16 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 39.541 | -28,49 | 2.471 | -19,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8.777 | -13,97 | 549 | -3,52 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21.772 | -3,03 | 1.361 | 8,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6.939 | 0,80 | 434 | 22,66 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1.266 | 0,00 | 79 | 12,86 | ||||
| 2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 71.325 | 0,00 | 4.458 | 12,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.668 | 7,89 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2.106 | -9,96 | 132 | 0,77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 15.201 | -1,29 | 950 | 10,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.471 | 2,82 | 529 | 15,50 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 425 | 0,00 | 27 | 13,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4.108 | 0,00 | 257 | 12,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17.495 | 1.093 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 201 | 0,00 | 13 | 9,09 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 58 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516.104 | 1,34 | 32.256 | 13,74 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 88.817 | -2,52 | 5.551 | 9,40 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 504.305 | -2,51 | 31.519 | 9,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20.692 | 25,19 | 1.293 | 40,54 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 288 | 0,00 | 18 | 12,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 39 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 215.800 | 0,00 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103,89 | 52 | 136,36 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10.719 | 1,71 | 670 | 14,16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100.332 | -0,96 | 6.271 | 11,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 10.500 | 0,00 | 656 | 12,33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 71 | -88,46 | 4 | -88,24 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3.271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 27.185 | -0,23 | 1.699 | 12,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83.171 | 1,72 | 5.198 | 14,17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 163 | -83,07 | 10 | -81,13 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 44.976 | -7,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 37.295 | -10,08 | 2.331 | 0,91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5.208 | -2,80 | 326 | 9,06 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4.835 | 0,00 | 302 | 12,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 94.042 | -4,61 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60.004 | 3.750 | ||||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125.003 | 32,29 | 7.813 | 48,46 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 5.139 | 0,00 | 321 | 12,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.028 | 1,28 | 695 | 14,52 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.002 | -28,21 | 375 | -19,35 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3.305 | 207 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 7.486 | 0,00 | 468 | 12,26 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 30.405 | -30,60 | 1.900 | -22,10 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 66.528 | 0,00 | 4.158 | 12,26 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.513 | -21,64 | 218 | -12,45 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 7.855 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 692 | 0,00 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57.827 | 14,31 | 3.614 | 28,29 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.000 | 0,00 | 62 | 12,73 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.729 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 220 | 0,00 | 14 | 8,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2.990 | 0,00 | 187 | 12,05 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 406 | 0,00 | 25 | 13,64 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 244 | 0,00 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4.234 | 0,00 | 265 | 12,34 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 958 | 0,00 | 60 | 11,32 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15.900 | -11,23 | 994 | -0,40 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 147 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60.071 | -24,43 | 4 | -25,00 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5.100 | 0,00 | 319 | 15,22 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.614 | -1,84 | 413 | 10,13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5.525 | 0,00 | 346 | 12,01 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4.559 | -2,15 | 285 | 9,65 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 4.416 | 0,00 | 276 | 12,65 | ||||
| 2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.509 | 219 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.000 | 62 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6.491 | 0,00 | 406 | 12,19 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4.013 | -39,22 | 223 | -37,54 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3.250 | 0,00 | 203 | 12,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 295 | -13,24 | 18 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 534 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.705 | 0,75 | 794 | 13,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4.837 | -86,05 | 302 | -84,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.223 | -1,91 | 514 | 10,09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.713 | -7,85 | 857 | 3,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28.990 | -29,00 | 1.812 | -20,33 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7.106 | 444 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 500 | 0,00 | 31 | 14,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 129.830 | 37,64 | 8.114 | 54,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72.704 | 12,91 | 4.544 | 26,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.500 | 0,00 | 94 | 12,05 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 72.390 | -6,59 | 4.524 | 4,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.999 | 16,59 | 2.500 | 30,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151.347 | 14,43 | 9.491 | 28,80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1.454 | 0,00 | 91 | 12,50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.650 | -5,02 | 167 | 7,05 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104.930 | -0,75 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.460 | 216 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1.000 | 0,00 | 62 | 12,73 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1.009 | 0,00 | 63 | 12,50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7.500 | 0,00 | 469 | 12,23 | ||||
| 2025-07-31 | 13F | United Community Bank | 1.475 | 0,00 | 92 | 12,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4.711 | -0,74 | 294 | 11,36 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7.274 | 1,54 | 455 | 14,07 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 200 | 0,00 | 12 | 9,09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 150 | 0,00 | 9 | 12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.470 | 1,01 | 654 | 13,34 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 241 | 0,00 | 15 | 15,38 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1.135 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 508 | -37,59 | 32 | -31,11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 282 | 0,00 | 18 | 13,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57.584 | 6,06 | 3.599 | 19,02 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1.070 | 0,00 | 67 | 11,86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 69.028 | -1,87 | 4.314 | 10,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161.095 | 0,98 | 10.068 | 13,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17.871 | -5,85 | 1.117 | 5,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18.213 | -65,46 | 1.138 | -61,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10.813 | -3,55 | 676 | 8,17 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 500 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2.060 | 0,00 | 129 | 12,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | -98,21 | 3 | -98,06 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.162 | -12,17 | 73 | -1,37 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8.418 | 0,21 | 526 | 12,63 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.020 | -2,86 | 64 | 8,62 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16.673 | -2,23 | 1.042 | 9,80 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 328.059 | -2,32 | 20.504 | 9,63 | ||||
| 2025-05-15 | 13F | Dana Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 170 | 0,00 | 11 | 11,11 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9.012 | -2,04 | 563 | 9,96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6.944 | -4,31 | 434 | 7,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423.184 | 33,43 | 26.449 | 49,75 | ||||
| 2025-07-16 | 13F | American National Bank | 531 | 0,00 | 33 | 13,79 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 3.760 | -2,87 | 235 | 9,30 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 5.900 | 0,00 | 369 | 12,20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6.557 | 0,00 | 410 | 12,05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.712 | 0,00 | 170 | 11,92 |
Other Listings
| US:CGW | 64,37 USD |
