Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Alger Funds - Concentrated Equity Fund includono Cora Capital Advisors Llc, Wells Fargo & Company/mn, Proactive Wealth Strategies LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Wealth Management Partners, LLC, Roman Butler Fullerton & Co, TritonPoint Partners, LLC, Stonebridge Financial Group, LLC / MO, R. W. Roge & Company, Inc., Capital Investment Advisory Services, LLC, Marshall Investment Management, Llc, Berbice Capital Management LLC, e Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 73.510 | 619,35 | 2.288 | 551,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11.068 | 344 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 29.740 | 926 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31.899 | 112,43 | 993 | 92,25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15.101 | 38,91 | 470 | 25,67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26.664 | 26,10 | 830 | 14,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136.631 | 23,77 | 4.252 | 12,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16.082 | 15,50 | 500 | 4,60 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 216.697 | 0,69 | 6.744 | -8,87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18.343 | 24,05 | 571 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2.043 | 64 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206.284 | 24,62 | 7.092 | 141.740,00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 13.502 | 420 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33.149 | 15,67 | 1.032 | 4,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17.750 | 12,70 | 552 | 2,03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 31.445 | 1,62 | 979 | -8,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 41.468 | 16,12 | 1.290 | 5,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 70.439 | 25,31 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.354 | 189,74 | 913 | 162,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7.021 | 5,72 | 218 | -4,39 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 94.077 | 2,50 | 2.973 | -2,53 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 15.505 | 512 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.339.223 | 24,49 | 41.677 | 12,69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.175 | 16,00 | 68 | 4,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33.757 | 2,86 | 1.051 | -6,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206.663 | 8,28 | 6.431 | -1,98 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5.027.082 | 36.275,41 | 156.443 | 32.835,16 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 55.514 | 0,22 | 1.728 | -9,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.993 | 4,96 | 249 | -4,98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77.595 | 2.415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23.666 | 737 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5.682 | 177 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 1.300 | 40 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 411.060 | 6,20 | 12.792 | -3,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 50.382 | 19,06 | 1.568 | 7,77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10.123 | 27,22 | 315 | 15,38 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 90.100 | 2.804 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 17.337 | 540 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 11.307 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 86.866 | 268,23 | 2.703 | 233,29 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 65.200 | 5,98 | 2.029 | -4,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 721.661 | 26,62 | 22.458 | 14,62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.020 | 32 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.689 | 426 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 40.130 | 23,02 | 1.249 | 11,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17.681 | 550 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12.737 | 396 |
