Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Series Portfolios Trust - Eldridge BBB-B CLO ETF includono SRS Capital Advisors, Inc., GSHIX - Goldman Sachs High Yield Fund Institutional, Stifel Financial Corp, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Renaissance Technologies Llc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Kestra Advisory Services, LLC, Claris Financial LLC, Impact Partnership Wealth, LLC, Griffin Asset Management, Inc., Darden Wealth Group Inc, Wealthspire Advisors, LLC, Koshinski Asset Management, Inc., Tactive Advisors, LLC, Basso Capital Management, L.p., Allworth Financial LP, Reyes Financial Architecture, Inc., Principal Securities, Inc., Steward Partners Investment Advisory, Llc, e Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | NP | GSHIX - Goldman Sachs High Yield Fund Institutional | 370.775 | 9.915 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 9.718 | 2,11 | 260 | 3,17 | ||||
| 2025-08-19 | NP | GFRAX - Goldman Sachs High Yield Floating Rate Fund Class A Shares | 737.892 | 313,98 | 19.731 | 316,71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12.922 | 346 | ||||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 109.768 | 2.935 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.172.835 | 462,65 | 31.362 | 466,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 13 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 139.571 | 3.732 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 278.951 | 2,89 | 7.507 | 2,23 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 494.630 | 1,51 | 13.226 | 2,15 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 206 | 6 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18.246 | 127,11 | 488 | 128,64 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 34.463 | 922 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 | 0 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 34.882 | 11,58 | 933 | 12,29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 197 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12.802 | 342 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 137.504 | 10,68 | 3.677 | 11,39 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 94.596 | 6,46 | 2.529 | 7,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.423.147 | 38.055 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 66.335 | 1.774 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 150.380 | 16,84 | 4 | 33,33 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 20.996 | 561 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 103.527 | 2.768 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 143.824 | 29.251,84 | 3.846 | 29.476,92 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 64.650 | 55,22 | 1.729 | 56,24 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 23.500 | 128,16 | 628 | 130,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 737 | 20 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 318.582 | 448,80 | 9 | 700,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11.964 | 2,10 | 320 | 2,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 119.928 | 171,38 | 3.207 | 173,08 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 300 | 0,67 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 88.616 | 286,46 | 2.370 | 289,00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 96.888 | 278,53 | 2.591 | 280,88 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 174.600 | 4.669 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 28.653 | 78,31 | 766 | 75,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 118.769 | 289,67 | 3.176 | 292,46 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 8 | 0 | ||||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3.500 | 94 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 29.850 | 141,02 | 798 | 142,55 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 1.623.358 | 20,94 | 43.133 | 19,23 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 27.582 | 738 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 772.041 | 1,98 | 20.644 | 2,63 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 93.900 | 2.511 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 119.600 | 3.198 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 303.824 | 254,83 | 8.124 | 257,10 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 88.686 | 11,78 | 2.371 | 12,48 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12.352 | 330 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.700 | 45 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1.653 | 44 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 18.550 | 496 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.164.679 | 7,88 | 31.144 | 8,58 |
