Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Credit Suisse High Yield Bond Fund, Inc. includono Ballast, Inc., Warren Averett Asset Management, LLC, Quaker Wealth Management, LLC, e EverSource Wealth 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Jane Street Group, Llc | 41.751 | 89 | ||||||
2025-08-14 | 13F | UBS Group AG | 84.367 | 141,64 | 180 | 141,89 | ||||
2025-08-07 | 13F | Allworth Financial LP | 20.000 | 43 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.628 | 227,20 | 52 | 246,67 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 96.930 | 1,83 | 206 | 2,49 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44.552 | 0,01 | 95 | 0,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 96.335 | 205 | ||||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 55.339 | 118 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 16.922 | 2,24 | 36 | 2,86 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.215 | 2,31 | 26 | 4,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 68.345 | 19,59 | 146 | 19,83 | ||||
2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 69.065 | 147 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 11.645 | 2,28 | 25 | 0,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.314 | 24 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 141.929 | 13,43 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 48.779 | 33,36 | 104 | 33,77 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 516.115 | 22,56 | 1.099 | 23,21 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 101.846 | 2,64 | 217 | 2,86 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 50.080 | 1,01 | 107 | 0,95 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98.981 | 1,30 | 0 | |||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 178.814 | 381 | ||||||
2025-08-13 | 13F | Garner Asset Management Corp | 10.507 | 0,54 | 22 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 94.664 | 26,39 | 202 | 27,22 | ||||
2025-08-14 | 13F | Mariner, LLC | 33.305 | 11,02 | 71 | 11,11 | ||||
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 | 995.734 | 11,77 | 2.041 | 6,58 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 35.942 | 4,42 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38.525 | 62,86 | 82 | 64,00 | ||||
2025-08-13 | 13F | Invesco Ltd. | 1.248.454 | 26,87 | 2.659 | 27,47 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 933 | 2 | ||||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 20.000 | 33,33 | 42 | 31,25 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 36.000 | 200,00 | 77 | 204,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 5.000 | 11 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 78.710 | 1,91 | 168 | 7,74 |