UTF - Cohen & Steers Infrastructure Fund, Inc Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NYSE)

Cohen & Steers Infrastructure Fund, Inc
US ˙ NYSE ˙ US19248A1097

Statistiche di base
Proprietari istituzionali 228 total, 228 long only, 0 short only, 0 long/short - change of 3,15% MRQ
Allocazione media del portafoglio 0.1791 % - change of -0,34% MRQ
Azioni istituzionali (Long) 24.921.279 (ex 13D/G) - change of 4,31MM shares 20,89% MRQ
Valore istituzionale (Long) $ 544.444 USD ($1000)
Proprietà istituzionale e azionisti

Cohen & Steers Infrastructure Fund, Inc (US:UTF) ha 228 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 24,921,279 azioni. I maggiori azionisti includono Kingstone Capital Partners Texas, LLC, Paralel Advisors LLC, Boulder Growth & Income Fund, Morgan Stanley, McGowan Group Asset Management, Inc., Wells Fargo & Company/mn, UBS Group AG, Bank Of America Corp /de/, Raymond James Financial Inc, and Royal Bank Of Canada .

(Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF) 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 5, 2025 is 26,14 / share. Previously, on September 6, 2024, the share price was 25,38 / share. This represents an increase of 2,99% over that period.

UTF / Cohen & Steers Infrastructure Fund, Inc Institutional Ownership
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.

UTF / Cohen & Steers Infrastructure Fund, Inc Historical Put/Call Ratio
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-14 13F Comerica Bank 8.394 0,50 226 6,10
2025-07-21 13F Ntv Asset Management Llc 28.570 -3,22 770 1,99
2025-07-28 13F BRYN MAWR TRUST Co 1.089 -36,46 29 -32,56
2025-08-14 13F Mml Investors Services, Llc 16.353 16,04 0
2025-07-25 13F Griffin Asset Management, Inc. 13.003 350
2025-07-29 13F Stratos Wealth Partners, LTD. 20.069 18,27 541 24,71
2025-07-18 13F Truist Financial Corp 140.011 -0,62 3.773 4,83
2025-07-24 13F Ronald Blue Trust, Inc. 1.000 27
2025-07-31 13F Curio Wealth, Llc 0 -100,00 0
2025-08-05 13F Prosperity Wealth Management, Inc. 0 -100,00 0
2025-08-14 13F Benjamin Edwards Inc 38.665 -24,50 1.042 -20,34
2025-08-08 13F Avantax Advisory Services, Inc. 8.806 -21,15 237 -16,84
2025-07-08 13F Parallel Advisors, LLC 104 0,00 3 0,00
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-09-04 13F Beacon Capital Management, Inc. 45.000 45,16 1.213 50,37
2025-07-09 13F Triumph Capital Management 26.084 1,75 703 7,18
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 39.990 3,06 1.078 9,67
2025-08-07 13F Samalin Investment Counsel, LLC 23.086 -5,85 622 -0,64
2025-07-21 13F Future Financial Wealth Managment LLC 11.100 0,00 299 5,65
2025-07-22 13F Belpointe Asset Management LLC 12.888 -54,26 347 -51,74
2025-07-30 13F Whittier Trust Co 1.500 0,00 40 5,26
2025-08-06 13F Commonwealth Equity Services, Llc 133.996 -5,85 4 0,00
2025-08-07 13F Rathbone Brothers plc 117.303 -8,11 3.161 -3,07
2025-08-05 13F Sigma Planning Corp 11.370 10,53 306 16,79
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0
2025-07-24 13F Conning Inc. 122.752 1,88 3.308 7,47
2025-08-19 13F Advisory Services Network, LLC 46.670 -1,64 1.240 2,31
2025-07-24 13F Cyndeo Wealth Partners, LLC 44.001 0,00 1.186 5,43
2025-08-11 13F FSA Wealth Management LLC 450 0,00 12 9,09
2025-08-14 13F Herold Advisors, Inc. 18.501 499
2025-08-13 13F Invesco Ltd. 9.619 -0,29 259 5,28
2025-08-11 13F Private Advisor Group, LLC 81.246 -1,96 2.190 3,40
2025-08-06 13F Golden State Wealth Management, LLC 4.782 1,38 129 6,67
2025-07-30 13F Gables Capital Management Inc. 394 0,00 11 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 3.852 0,00 104 5,10
2025-08-14 13F EP Wealth Advisors, Inc. 0 -100,00 0
2025-05-19 13F Smith Asset Management Co., LLC 105.931 -1,02 2.707 5,21
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 6.216 0,00 168 5,70
2025-08-04 13F Saxony Capital Management, LLC 9.066 0,00 244 5,63
2025-08-14 13F Gen-Wealth Partners Inc 6.275 -3,09 169 2,42
2025-07-09 13F Channel Wealth Llc 11.698 0,00 315 5,70
2025-08-14 13F Mercer Global Advisors Inc /adv 32.048 0,55 864 6,02
2025-07-29 13F Private Trust Co Na 2.000 0,00 54 3,92
2025-08-14 13F Integrated Wealth Concepts LLC 9.199 248
2025-08-05 13F Aviance Capital Partners, LLC 56.574 -3,91 1.525 1,33
2025-08-14 13F Jane Street Group, Llc 22.269 600
2025-08-14 13F Ameriprise Financial Inc 268.294 -0,24 7.231 5,24
2025-07-22 13F Rocky Mountain Advisers, Llc 407.843 0,01 10.991 5,49
2025-08-14 13F Smartleaf Asset Management LLC 313 -6,57 8 0,00
2025-07-22 13F Merit Financial Group, LLC 20.268 6,86 546 12,81
2025-08-04 13F AlphaStar Capital Management, LLC 33.040 1,54 890 7,10
2025-08-06 13F Pekin Hardy Strauss, Inc. 13.625 -3,54 367 1,94
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 12.275 48,79 331 57,14
2025-07-24 13F Capital Advisors, Ltd. LLC 6.993 -21,87 0
2025-07-29 13F Mezzasalma Advisors, LLC 13.740 1,10 370 6,63
2025-08-13 13F Baird Financial Group, Inc. 17.591 3,50 474 9,22
2025-08-19 13F Newbridge Financial Services Group, Inc. 25.270 681
2025-08-13 13F Northwestern Mutual Wealth Management Co 9.916 14,27 267 20,81
2025-08-01 13F Yukon Wealth Management, Inc. 7.565 204
2025-08-13 13F Cary Street Partners Financial Llc 18.753 0,00 505 5,43
2025-08-14 13F Sargent Investment Group, LLC 19.085 -3,54 514 1,78
2025-08-18 13F Geneos Wealth Management Inc. 5.598 133,44 151 145,90
2025-08-06 13F Texas Yale Capital Corp. 8.500 229
2025-07-25 13F Atria Wealth Solutions, Inc. 57.853 18,01 1.559 24,52
2025-08-18 13F Hollencrest Capital Management 700 40,00 19 50,00
2025-07-09 13F Westbourne Investments, Inc. 8.045 217
2025-08-12 13F Steward Partners Investment Advisory, Llc 23.241 0,50 626 6,10
2025-08-13 13F Summit Financial, LLC 15.921 429
2025-08-13 13F StoneX Group Inc. 9.225 -16,73 249 -12,37
2025-08-13 13F Millstone Evans Group, LLC 1.500 0,00 40 5,26
2025-08-06 13F Prospera Financial Services Inc 28.620 19,11 771 25,77
2025-08-01 13F Envestnet Asset Management Inc 32.572 -3,25 878 1,98
2025-07-11 13F Caldwell Securities, Inc 960 0,00 26 4,17
2025-07-28 13F Mission Hills Financial Advisory, LLC 16.649 449
2025-07-22 13F DAVENPORT & Co LLC 16.013 1,91 432 7,48
2025-07-15 13F North Star Investment Management Corp. 13.631 -14,45 367 -9,83
2025-07-23 13F Abel Hall, LLC 22.000 120,00 593 132,16
2025-07-21 13F Old Second National Bank Of Aurora 755 0,00 20 5,26
2025-08-07 13F Commerce Bank 16.740 0,00 451 5,62
2025-08-07 13F Summit X, LLC 8.029 0,00 216 5,37
2025-08-08 13F Kingsview Wealth Management, LLC 23.477 -0,60 633 4,81
2025-08-08 13F Pnc Financial Services Group, Inc. 23.498 -8,21 633 -3,21
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 553 15
2025-08-12 13F AlphaCore Capital LLC 30.792 9,72 830 15,62
2025-08-12 13F Pathstone Holdings, LLC 20.692 1,39 558 6,91
2025-08-11 13F Rothschild Investment Llc 0 -100,00 0
2025-08-15 13F Equitable Holdings, Inc. 10.480 -4,42 282 0,71
2025-08-14 13F Certified Advisory Corp 32.124 -1,55 866 3,84
2025-08-12 13F NWF Advisory Services Inc. 45.249 1.156
2025-07-08 13F Lowe Wealth Advisors, LLC 1.780 0,00 48 4,44
2025-08-14 13F GWM Advisors LLC 64.622 -17,55 1.742 -13,04
2025-08-14 13F CoreCap Advisors, LLC 5.144 0,00 139 5,34
2025-05-16 13F McIlrath & Eck, LLC 0 -100,00 0
2025-07-30 13F Princeton Global Asset Management LLC 350 0,00 9 12,50
2025-08-14 13F MGB Wealth Management, LLC 21.692 -48,80 585 -44,43
2025-08-14 13F Ackerman Asset Management, LLC 9.500 0,00 256 5,79
2025-07-29 13F Community Bank of Raymore 12.010 0,00 324 5,56
2025-08-12 13F Global Retirement Partners, LLC 2.113 3.963,46 57 5.500,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 18.353 -17,30 496 -12,52
2025-08-13 13F First Trust Advisors Lp 84.526 -1,24 2.278 4,16
2025-07-11 13F First PREMIER Bank 200 0,00 0
2025-08-04 13F Spire Wealth Management 3.477 -9,45 94 -5,10
2025-08-06 13F Moors & Cabot, Inc. 28.129 220,96 758 204,42
2025-08-13 13F Beacon Pointe Advisors, LLC 8.016 0,00 216 5,88
2025-08-11 13F NewEdge Wealth, LLC 16.914 8,33 458 15,08
2025-08-08 13F TD Capital Management LLC 599 0,00 16 6,67
2025-07-24 13F IFP Advisors, Inc 615 0,00 17 6,67
2025-08-13 13F Capital Analysts, Inc. 250 0,00 0
2025-08-14 13F Heritage Wealth Management, Inc. 9.066 -17,48 244 -12,86
2025-08-12 13F J.w. Cole Advisors, Inc. 62.305 -2,40 1.679 2,94
2025-07-15 13F Cranbrook Wealth Management, LLC 488 13
2025-07-17 13F C2C Wealth Management, LLC 252.630 0,70 6.808 6,23
2025-07-24 13F Costello Asset Management, INC 1.276 -22,85 34 -19,05
2025-07-25 13F Almanack Investment Partners, LLC. 10.889 0,00 293 5,40
2025-08-04 13F JDM Financial Group LLC 418 0,00 11 10,00
2025-05-07 13F Cornerstone Advisory, LLC 0 -100,00 0 -100,00
2025-08-14 13F Glen Eagle Advisors, LLC 500 0,00 13 8,33
2025-08-13 13F Everstar Asset Management, LLC 7.680 74,74 207 -60,54
2025-07-29 NP Boulder Growth & Income Fund 2.749.999 0,00 72.077 6,33
2025-07-22 13F Accel Wealth Management 87.408 -1,16 2.356 4,25
2025-08-08 13F Westbourne Investment Advisors, Inc. 29.800 803
2025-08-04 13F Live Oak Private Wealth LLC 12.075 0,00 325 5,52
2025-08-13 13F Jones Financial Companies Lllp 0 -100,00 0
2025-07-17 13F Sound Income Strategies, LLC 1.211 1,51 33 6,67
2025-08-11 13F Strategic Wealth Partners, Ltd. 37.677 -4,56 1.015 4,96
2025-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2025-08-14 13F Garden State Investment Advisory Services LLC 25.151 1,11 678 6,77
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-08-14 13F Warren Averett Asset Management, LLC 25.939 -2,30 699 3,10
2025-07-17 13F Janney Montgomery Scott LLC 59.068 5,42 2 0,00
2025-07-16 13F Maridea Wealth Management LLC 22.585 1,55 609 7,04
2025-07-25 13F Cwm, Llc 33.864 6,83 1
2025-08-19 13F Asset Dedication, LLC 562 0,00 15 7,14
2025-07-02 13F Capital Market Strategies LLC 18.169 -15,98 490 -11,41
2025-07-07 13F Investors Research Corp 1.608 43
2025-07-08 13F/A Salem Investment Counselors Inc 24 0,00 1
2025-07-22 13F Wealthcare Advisory Partners LLC 9.112 246
2025-07-10 13F Piscataqua Savings Bank 829 0,00 22 4,76
2025-07-21 13F Ameritas Advisory Services, LLC 1.139 31
2025-08-12 13F Jpmorgan Chase & Co 461 12
2025-08-07 13F Zions Bancorporation, National Association /ut/ 6.000 0,00 162 5,23
2025-05-15 13F WPG Advisers, LLC 0 -100,00 0 -100,00
2025-07-29 13F Stephens Inc /ar/ 10.392 0,11 280 5,66
2025-08-08 13F Cetera Investment Advisers 171.133 -4,35 4.612 0,90
2025-07-14 13F UMA Financial Services, Inc. 1.270 1,84 34 9,68
2025-08-13 13F McGowan Group Asset Management, Inc. 1.360.872 2,53 36.675 8,15
2025-08-14 13F Coastal Bridge Advisors, LLC 27.555 0,01 743 5,55
2025-08-14 13F Visionary Wealth Advisors 9.524 9,45 257 15,32
2025-03-11 13F/A Elequin Capital Lp 0 -100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 84.661 -0,48 2.282 4,97
2025-08-12 13F Wealthbridge Capital Management, Llc 12.806 0,07 345 5,83
2025-05-09 13F Cornerstone Advisors, LLC 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 1.202.949 6,25 32.419 12,07
2025-08-08 13F Fortis Group Advisors, LLC 228 0,00 6 20,00
2025-07-15 13F Fifth Third Bancorp 8.818 0,00 238 5,33
2025-08-05 13F Uniting Wealth Partners, LLC 11.735 1,73 316 7,48
2025-07-17 13F Venture Visionary Partners LLC 50.324 0,00 1.356 5,53
2025-08-13 13F Cheviot Value Management, LLC 353 0,00 10 0,00
2025-07-23 13F Tyche Wealth Partners LLC 15.035 0,00 405 5,47
2025-07-16 13F Investment Partners Asset Management, Inc. 22.938 -4,50 618 0,82
2025-08-08 13F Symphony Financial Services, Inc. 35.289 2,93 951 8,56
2025-07-24 13F Aurora Private Wealth, Inc. 0 -100,00 0
2025-07-31 13F/A Avion Wealth 238 -17,07 0
2025-08-12 13F CIBC Private Wealth Group, LLC 4.895 96,67 132 133,93
2025-08-05 13F NewSquare Capital LLC 0 -100,00 0
2025-08-14 13F Ancora Advisors, LLC 1.045 -16,06 28 -9,68
2025-07-11 13F Kingstone Capital Partners Texas, LLC 4.220.882 103
2025-08-14 13F Matrix Private Capital Group Llc 71.103 32,49 1.916 39,75
2025-08-15 13F Tower Research Capital LLC (TRC) 4 -98,03 0 -100,00
2025-08-05 13F Westside Investment Management, Inc. 225 0,00 6 20,00
2025-07-11 13F Farther Finance Advisors, LLC 4.854 0,00 131 4,84
2025-08-11 13F Citigroup Inc 2.584 0,00 70 4,55
2025-07-15 13F Shulman DeMeo Asset Management LLC 11.649 -1,57 314 3,64
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 81.719 -11,25 2 0,00
2025-08-04 13F Pensionmark Financial Group, Llc 0 -100,00 0
2025-08-11 13F Delta Asset Management Llc/tn 150 0,00 4 33,33
2025-08-08 13F Creative Planning 48.250 7,06 1.300 12,95
2025-08-14 13F Goldman Sachs Group Inc 79.486 0,00 2.142 5,52
2025-07-15 13F Financial Management Professionals, Inc. 1.039 1,76 28 7,69
2025-07-16 13F Register Financial Advisors LLC 10.000 270
2025-08-14 13F Bank Of America Corp /de/ 868.209 -1,11 23.398 4,31
2025-07-15 13F Sheets Smith Wealth Management 7.760 209
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-11 13F Quad-Cities Investment Group, LLC 21.547 -0,35 581 5,07
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 331.970 6,93 8.948 12,79
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 1.842 0,00 50 4,26
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100,00 0
2025-07-10 13F Weinberger Asset Management, Inc 20.150 0,00 543 5,64
2025-08-14 13F Colony Group, LLC 0 -100,00 0
2025-08-13 13F Northern Trust Corp 7.579 204
2025-07-24 13F Comprehensive Money Management Services LLC 11.596 13,56 313 20,00
2025-08-05 13F Huntington National Bank 135 5,51
2025-07-29 13F Primoris Wealth Advisors, Llc 15.019 -7,13 405 -1,46
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-04-11 13F Godsey & Gibb Associates 0 -100,00 0
2025-08-12 13F MAI Capital Management 1.132 0,98 30 7,14
2025-07-16 13F Brown, Lisle/cummings, Inc. 1.276 0,00 34 6,25
2025-07-25 NP FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 43.665 0,00 1.144 6,32
2025-07-25 13F Apollon Wealth Management, LLC 11.350 0,00 306 5,54
2025-08-13 13F Fort Sheridan Advisors Llc 9.755 0,00 263 5,22
2025-07-29 13F Salomon & Ludwin, LLC 1.879 0,00 51 4,17
2025-08-13 13F EverSource Wealth Advisors, LLC 1.400 0,00 38 5,71
2025-07-24 13F Us Bancorp \de\ 6.978 10,24 188 16,77
2025-08-14 13F Advisor OS, LLC 8.048 0,00 217 5,37
2025-08-13 13F Russell Investments Group, Ltd. 227 0,00 6 20,00
2025-08-15 13F Kestra Advisory Services, LLC 73.921 -2,60 1.992 2,73
2025-07-24 13F Trust Co Of Toledo Na /oh/ 2.100 57
2025-07-28 13F Harbour Investments, Inc. 35.596 -3,42 959 1,91
2025-08-06 13F Wedbush Securities Inc 70.548 -3,65 2 0,00
2025-07-08 13F Atlas Brown,Inc. 24.206 -5,83 652 -0,61
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-12 13F Bokf, Na 0 -100,00 0
2025-05-08 13F Essential Planning, LLC. 0 -100,00 0
2025-07-18 13F Trust Co Of Vermont 2.047 55
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-08-04 13F Atria Investments Llc 146.879 585,04 3.958 623,58
2025-07-22 13F Valley National Advisers Inc 45 0,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 700 19
2025-08-13 13F Guggenheim Capital Llc 60.983 -30,18 1.643 -26,36
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 489.893 -1,48 13.203 3,92
2025-08-14 13F Financial Advisory Service, Inc. 10.199 0,00 275 5,38
2025-05-15 13F National Wealth Management Group, LLC 9.589 6,13 245 12,44
2025-07-01 13F Burkett Financial Services, Llc 0 -100,00 0
2025-07-23 13F Bellevue Asset Management, Llc 2.130 0,38 57 5,56
2025-08-07 13F Kestra Private Wealth Services, Llc 78.964 2,45 2.128 8,08
2025-08-14 13F Royal Bank Of Canada 726.869 -22,96 19.589 -18,73
2025-08-08 13F Good Life Advisors, LLC 18.027 1,32 486 6,83
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-15 13F Morgan Stanley 1.968.289 2,99 53.045 8,64
2025-08-05 13F Strategic Financial Concepts, LLC 8.031 216
2025-08-12 13F LPL Financial LLC 629.753 11,22 16.972 17,31
2025-07-16 13F Dakota Wealth Management 13.905 -53,00 375 -50,46
2025-07-16 13F FORM Wealth Advisors, LLC 9.630 16,07 260 22,75
2025-08-08 13F Hartland & Co., LLC 194 0,00 5 25,00
2025-07-14 13F AdvisorNet Financial, Inc 1.650 0,00 44 4,76
2025-08-13 13F WealthTrust Axiom LLC 10.052 0,00 271 5,47
2025-08-13 13F Colonial Trust Co / SC 1.200 0,00 32 3,33
2025-08-12 13F Proequities, Inc. 0 0
2025-05-14 13F Monterey Private Wealth, Inc. 19.226 1,25 491 7,68
2025-07-17 13F LexAurum Advisors, LLC 22.610 0,06 609 5,55
2025-08-12 13F BlackRock, Inc. 311 0,00 8 14,29
2025-07-30 13F Paralel Advisors LLC 2.750.000 0,00 74.112 5,48
2025-04-29 13F Hm Payson & Co 5.000 0,00 128 5,83
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 54.636 11,84 1.472 17,95
2025-08-14 13F Raymond James Financial Inc 836.724 3,49 22.550 9,16
2025-08-14 13F Sunbelt Securities, Inc. 1.657 -0,84 40 -7,14
2025-08-14 13F Mariner, LLC 32.810 48,20 884 56,46
2025-07-08 13F Nbc Securities, Inc. 9.747 1,63 0
2025-08-08 13F Capital Investment Advisory Services, LLC 22.566 -0,83 608 4,65
2025-08-12 13F Integrated Advisors Network LLC 31.552 0,00 850 5,46
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-07 13F Allworth Financial LP 5.370 56,97 145 69,41
2025-07-16 13F Meridian Investment Counsel Inc. 23.181 -2,93 625 2,30
2025-07-31 13F Oppenheimer & Co Inc 34.167 8,72 921 14,71
2025-07-01 13F Harbor Investment Advisory, Llc 2.272 0,00 61 5,17
2025-08-14 13F Investmark Advisory Group LLC 10.201 0,00 275 5,38
2025-08-14 13F UBS Group AG 995.129 -6,15 26.819 -1,01
2025-08-14 13F Stifel Financial Corp 382.977 5,58 10.321 11,36
2025-08-04 13F Kovack Advisors, Inc. 7.886 0,45 213 6,00
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