Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Brookfield Wealth Solutions Ltd. includono Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Alberta Investment Management Corp, Vanguard Global Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Two Sigma Investments, Lp, Scotia Capital Inc., Vanguard Investments Australia, Ltd., Hrt Financial Lp, Cassaday & Co Wealth Management LLC, Quadrant Capital Group Llc, Leo H. Evart, Inc., UMA Financial Services, Inc., Assetmark, Inc, Root Financial Partners, LLC, e Nemes Rush Group LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 837 | 203,26 | 35 | 183,33 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 68 | 3 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.544 | 0,04 | 105 | -9,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10 | 0 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 190.208 | 35,47 | 7.875 | 22,06 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 8.080 | 325 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 87 | 52,63 | 4 | 50,00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 16.192 | 38,38 | 663 | 26,82 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 979.685 | 40.671 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 197 | 49,24 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 612 | 308,00 | 25 | 316,67 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 624.299 | 134,96 | 28.741 | 57,79 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 | 0 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 21 | 50,00 | 1 | -100,00 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 18 | 1 | ||||||
| 2026-04-28 | 13F | Alberta Investment Management Corp | 307.050 | 12.749 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.003 | 74.975,00 | 126 | |||||
| 2026-05-08 | 13F | Legal & General Group Plc | 106.304 | 1,66 | 4.399 | -8,73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 6.362 | 292 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 27.289 | 68,98 | 1.130 | 52,16 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.658 | 49,92 | 122 | 0,83 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 6.556 | 272 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 49.095 | 160,29 | 2.039 | 134,79 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.306 | 21.666,67 | 54 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 16 | 45,45 | 1 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 310 | 13 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.004 | 235,79 | 42 | 215,38 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 10.581 | 438 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc 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 | 323.451 | 13.428 | ||||||
| 2026-04-28 | 13F | Montrusco Bolton Investments Inc. | 307.408 | 30,83 | 12.721 | 17,44 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 10.092 | 418 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.631 | 0,06 | 275 | -9,87 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 6 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 117.566 | 4.881 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 89.612 | 13,23 | 3.710 | 2,01 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 20 | 25,00 | 1 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8.353 | 39,57 | 346 | 25,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 22.380 | 137,63 | 927 | 114,35 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5.562 | 2,66 | 230 | -7,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.093 | 413,31 | 245 | 353,70 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.541 | 0 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 6.035 | 23,09 | 250 | 10,67 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 14.562 | 207,54 | 603 | 177,42 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 24.701 | 1.025 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 11.796 | 254,23 | 681 | 224,29 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 12.649 | 102,42 | 524 | 82,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 29.375 | 366,49 | 1.216 | 320,76 |
