Statistiche di base
Proprietari istituzionali | 191 total, 189 long only, 0 short only, 2 long/short - change of 2,14% MRQ |
Allocazione media del portafoglio | 0.1172 % - change of -25,79% MRQ |
Azioni istituzionali (Long) | 24.023.301 (ex 13D/G) - change of -0,23MM shares -0,93% MRQ |
Valore istituzionale (Long) | $ 266.881 USD ($1000) |
Proprietà istituzionale e azionisti
DoubleLine Income Solutions Fund (US:DSL) ha 191 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 24,023,301 azioni. I maggiori azionisti includono McGowan Group Asset Management, Inc., Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Stifel Financial Corp, Ameriprise Financial Inc, Raymond James Financial Inc, and Royal Bank Of Canada .
(DoubleLine Income Solutions Fund (NYSE:DSL) 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%.
The share price as of September 12, 2025 is 12,64 / share. Previously, on September 13, 2024, the share price was 12,99 / share. This represents a decline of 2,69% over that period.
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.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-05 | 13F | Ghe, Llc | 47.476 | 24,28 | 581 | |||||
2025-08-14 | 13F | First Foundation Advisors | 20.553 | -14,13 | 252 | -16,61 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 33.193 | 2,38 | 406 | -0,49 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 0,01 | 123 | 7,02 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1.064 | 2,80 | 13 | 0,00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 30.857 | -44,38 | 378 | -46,07 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 42.065 | 0,00 | 1 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 197.357 | 69,03 | 2.416 | 61,32 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 36.938 | 2,06 | 452 | -0,88 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17.454 | 0,00 | 214 | -3,18 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 24.709 | -67,18 | 302 | -68,18 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 48.801 | -5,93 | 597 | -8,72 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 33.853 | -22,42 | 414 | -24,73 | ||||
2025-08-14 | 13F | Dauntless Investment Group, LLC | 326 | 4 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1.068 | 13 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Botty Investors LLC | 15.000 | 0,00 | 184 | -3,17 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 16.640 | -74,99 | 204 | -75,80 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 33.586 | -14,84 | 411 | -17,30 | ||||
2025-08-06 | 13F | Paragon Capital Management Inc | 88.344 | -0,25 | 1.081 | -3,14 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 348.993 | 0,00 | 4 | 0,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 3.149.726 | 5,13 | 38.553 | 2,04 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.750 | 21 | ||||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 12.822 | 0,00 | 157 | -3,11 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.001 | 366,73 | 86 | 372,22 | ||||
2025-08-04 | 13F | Spire Wealth Management | 4.000 | 0,00 | 49 | -4,00 | ||||
2025-08-14 | 13F | UBS Group AG | 1.019.319 | 2,13 | 12.476 | -0,87 | ||||
2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | ELCO Management Co., LLC | 15.000 | 2,04 | 184 | -1,08 | ||||
2025-07-30 | 13F | Whittier Trust Co | 16.831 | -1,95 | 206 | -4,63 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 744.956 | 1,66 | 9.118 | -1,32 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 152.774 | 1,89 | 1.870 | -1,11 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 230.981 | 5,30 | 2.827 | 2,21 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 114.950 | 1.407 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 6.010 | 0,00 | 74 | -2,67 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 58.052 | -1,18 | 1 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 250 | -86,90 | 3 | -87,50 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 22.443 | 7,58 | 275 | 4,18 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 45.065 | 1 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 51.400 | -3,60 | 629 | -6,40 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 20.000 | -21,83 | 245 | -23,99 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 39.332 | 0,41 | 481 | -2,43 | ||||
2025-08-14 | 13F | Apriem Advisors | 22.300 | 0,00 | 273 | -3,20 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 14.980 | 2,49 | 183 | -0,54 | ||||
2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 53.475 | -3,66 | 1 | |||||
2025-08-07 | 13F | Evoke Wealth, Llc | 197.436 | 0,00 | 2.417 | -2,93 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 180.033 | 208,33 | 2.204 | 199,32 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 500 | 0,00 | 6 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2.300 | -2,62 | 28 | -3,45 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78 | 0,00 | 1 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 122.001 | -0,92 | 1.493 | -3,80 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 12.287 | -0,87 | 0 | |||||
2025-07-29 | 13F | Activest Wealth Management | 160.551 | -3,50 | 1.965 | -6,29 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.800 | 0,00 | 22 | 0,00 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 17.290 | 0,00 | 212 | -3,21 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 31.832 | 0,04 | 390 | -2,99 | ||||
2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 17.595 | -53,16 | 215 | -54,55 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 400 | 0,00 | 5 | -20,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 40.998 | -7,30 | 502 | -10,05 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 244.126 | 206,71 | 2.988 | 197,91 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.350 | 4,71 | 163 | 1,88 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 119.061 | 18,49 | 1.457 | 15,00 | ||||
2025-08-07 | 13F | Summit X, LLC | 102.730 | -12,35 | 1.257 | -14,90 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 39.816 | 487 | ||||||
2025-05-02 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18.700 | 0,00 | 229 | -2,98 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1.356 | 143,88 | 17 | 166,67 | ||||
2025-08-13 | 13F | Invesco Ltd. | 935.733 | 2,60 | 11.453 | -0,42 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 19.136 | 0,00 | 234 | -2,90 | ||||
2025-08-12 | 13F | LPL Financial LLC | 563.553 | 6,58 | 6.898 | 3,45 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 28.165 | 35,81 | 345 | -10,18 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48.691 | 0,83 | 596 | -1,65 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 678.431 | 2,66 | 8.298 | -0,43 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 423.017 | 1,21 | 5.178 | -1,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47.595 | 27,02 | 583 | 23,31 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 10.350 | 0,00 | 127 | -3,08 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13.901 | -29,48 | 170 | -31,45 | ||||
2025-08-12 | 13F | MAI Capital Management | 1.650 | 0,00 | 20 | 0,00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.135 | 0,00 | 14 | -7,14 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 44.265 | 1,37 | 542 | -1,64 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 5.500 | 0,00 | 69 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416 | 5 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 107.267 | 2,51 | 1.313 | -0,53 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70.692 | 10,08 | 865 | 6,92 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 150.542 | 28,17 | 1.843 | 24,38 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 55.500 | -1,77 | 679 | -4,63 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.353 | 8,08 | 151 | 7,09 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 12.200 | 149 | ||||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 38.609 | -25,80 | 473 | -28,05 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 15 | 0 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 55.550 | -35,07 | 680 | -37,01 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 14.642 | 179 | ||||||
2025-07-11 | 13F | Grove Bank & Trust | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cypress Capital Group | 49.895 | 611 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53.750 | -0,92 | 658 | -3,95 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 177.762 | 0,96 | 2 | 0,00 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.035 | 0,89 | 25 | -4,00 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10.100 | 0,00 | 124 | -3,15 | ||||
2025-07-29 | 13F | Creekside Partners | 20.303 | 0,00 | 249 | -3,12 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 207 | 3 | ||||||
2025-07-29 | 13F | Easterly Investment Partners Llc | 40.127 | 0,00 | 491 | -2,96 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 444.190 | 3,04 | 5 | 0,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56.936 | 7,81 | 1 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 13.575 | 0,00 | 166 | -2,92 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 5.491 | 7,04 | 0 | |||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 16.850 | 0,00 | 206 | -2,83 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2.426 | -93,03 | 30 | -93,38 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 49.156 | 30,81 | 602 | 27,06 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28.250 | 0,00 | 346 | -3,09 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16.000 | 0,00 | 196 | -2,99 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6.056 | 0,00 | 74 | -2,63 | ||||
2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 56.052 | -2,88 | 686 | -5,64 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 6 | ||||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25.774 | 92,07 | 315 | 86,39 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26.372 | -43,12 | 323 | -44,86 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 12.300 | -3,91 | 151 | -6,83 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 850 | 0,00 | 10 | 0,00 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 237.396 | -77,59 | 2.906 | -78,25 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | Put | 1.100 | -78,00 | 13 | -79,37 | |||
2025-08-14 | 13F | Group One Trading, L.p. | Call | 1.600 | 220,00 | 20 | 216,67 | |||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35.083 | -30,76 | 429 | -32,76 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15.545 | -0,85 | 190 | -3,55 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 56.469 | 691 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 176.543 | 1,67 | 2.161 | -1,32 | ||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 922.844 | 3,49 | 11.351 | -1,10 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 14.986 | 183 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46.094 | -8,67 | 565 | -11,16 | ||||
2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 15.011 | 184 | ||||||
2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3.225.943 | 1,12 | 39.486 | -1,84 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.380.492 | 8,47 | 16.897 | 5,29 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 177.830 | 44,12 | 2.177 | 39,94 | ||||
2025-07-08 | 13F | Next Level Private LLC | 19.644 | 2,24 | 240 | -0,83 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.607 | 0,00 | 44 | -2,22 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.350 | 0,00 | 41 | -2,38 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7.652 | 361,52 | 94 | 389,47 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 94.730 | -0,96 | 1.159 | -3,90 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 21.910 | 0,00 | 268 | -2,90 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 227.512 | 0,27 | 2.785 | -2,69 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.845 | 0,00 | 72 | -2,74 | ||||
2025-08-14 | 13F | Comerica Bank | 11.757 | -57,27 | 144 | -58,67 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 108.535 | -10,56 | 1.328 | -13,20 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 107.657 | 11,66 | 1.314 | 8,15 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 37.273 | 0,02 | 456 | -2,77 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 130.210 | 0,37 | 1.594 | -2,57 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 428.118 | 4,05 | 5.240 | 1,00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 13.830 | 16,91 | 169 | 13,42 | ||||
2025-08-12 | 13F | Left Brain Wealth Management, LLC | 40.550 | 18,86 | 496 | 15,35 | ||||
2025-08-14 | 13F | Mariner, LLC | 44.146 | 2,23 | 540 | -0,74 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.800 | 22 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 630.032 | 0,13 | 7.712 | -2,81 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0,00 | 0 | |||||
2025-04-30 | 13F | Ramiah Investment Group | 57.906 | 54,10 | 730 | 59,04 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116.886 | 7,16 | 1.431 | 4,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 333 | 4 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 282.852 | 6,21 | 3 | 0,00 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28.998 | 1,27 | 355 | -1,12 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 108.346 | 6,04 | 1.326 | 2,95 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 19.121 | -1,19 | 234 | -4,10 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12.200 | -7,58 | 149 | -10,24 | ||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 296.789 | 1,50 | 3.576 | -0,39 | ||||
2025-07-31 | 13F/A | Avion Wealth | 501 | 0,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.700 | 70 | ||||||
2025-08-13 | 13F | Natixis | 3.381 | -33,16 | 41 | -34,92 | ||||
2025-08-28 | NP | YYY - Amplify High Income ETF | 439.670 | 1,99 | 5.382 | -0,99 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 97.442 | -29,09 | 1.193 | -31,18 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.984 | 0,00 | 24 | -4,00 | ||||
2025-08-28 | NP | FFBYX - First Foundation Fixed Income Fund Class Y | 9.193 | 0,00 | 113 | -2,61 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 39.056 | 478 | ||||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 173 | 0,00 | 2 | 0,00 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1.437 | 1,84 | 18 | 0,00 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 21.016 | 257 | ||||||
2025-07-18 | 13F | Parkside Investments, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 13.874 | 18,21 | 170 | 14,19 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.686 | 2,74 | 21 | 0,00 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.334 | 126 | ||||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 360 | 0,00 | 4 | 0,00 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 442.278 | -1,27 | 5.413 | -4,16 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 15.700 | 16,64 | 192 | 13,61 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2.950 | 68,57 | 36 | 63,64 | ||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 59.817 | 732 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 591.707 | -26,76 | 7 | -30,00 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1.000 | 0,00 | 12 | 0,00 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | Put | 2.200 | 450,00 | 0 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | Call | 14.600 | 40,38 | 0 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 14.303 | 30,39 | 175 | 26,81 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.670 | 0,00 | 33 | -3,03 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 72.385 | -2,66 | 1 | |||||
2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Fiera Capital Corp | 83.264 | -0,93 | 1.019 | -3,78 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 86.918 | -3,64 | 1.055 | 0,19 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 607.965 | 3,18 | 7.441 | 0,13 | ||||
2025-07-11 | 13F | Bell Bank | 13.656 | 0,00 | 167 | -2,91 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 144.406 | 1,30 | 1.768 | -1,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 499 | 110,55 | 6 | 200,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 18.600 | 1.228,57 | 228 | 1.235,29 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 15.839 | 303,75 | 194 | 293,88 | ||||
2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 223.740 | 4,72 | 2.739 | 1,63 | ||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17.814 | -23,21 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 26.600 | 3,91 | 314 | -2,18 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 81.169 | 304,17 | 994 | 292,49 |