Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Western Asset Emerging Markets Debt Fund Inc. includono Mount Yale Investment Advisors, LLC, e Traub Capital Management 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 | Susquehanna International Group, Llp | 13.407 | 25,76 | 135 | 27,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 45.659 | 96,59 | 459 | 100,00 | ||||
| 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 | 806.368 | 0,43 | 7.790 | -1,20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26.542 | 4,05 | 267 | 5,56 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.075.991 | 0,06 | 10.814 | 1,67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114.513 | 16,94 | 1.151 | 18,80 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 13.179 | 4,40 | 132 | 6,45 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12.479 | 0,26 | 127 | 1,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.000 | 10 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53.875 | 3,26 | 541 | 5,05 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 56 | 3,70 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33.093 | 1,23 | 333 | 2,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22.725 | 4,60 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23.697 | 2,77 | 238 | 4,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.699.493 | 5,59 | 17.080 | 7,29 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15.198 | 153 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 45.659 | 96,59 | 459 | 100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 812.499 | 2,29 | 8.166 | 3,95 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 46.035 | 7,85 | 463 | 9,48 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 66.988 | 7,65 | 673 | 9,43 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 58.813 | 7,21 | 591 | 9,04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 289.514 | 0,77 | 2.910 | 2,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53.640 | 0,37 | 539 | 2,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159.904 | 103,48 | 1.607 | 106,82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.031 | 1,98 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 50.569 | 1,79 | 508 | 3,46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59.786 | 0,85 | 601 | 2,39 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 0 | 0 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 512.473 | 1,99 | 5.150 | 3,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63.292 | 5,84 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46.659 | 81,16 | 469 | 84,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8.494.319 | 2,55 | 85.368 | 4,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 173.961 | 58,47 | 1.748 | 61,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.206 | 3,97 | 113 | 5,66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13.615 | 8,92 | 137 | 10,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159.101 | 1,74 | 1.599 | 3,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 647.201 | 0,39 | 6.504 | 2,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58.718 | 1,12 | 590 | 2,79 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 270.825 | 14,28 | 2.722 | 16,13 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 37.629 | 1,52 | 378 | 3,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 433.984 | 6,10 | 4.362 | 7,81 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 80.790 | 128,93 | 812 | 132,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25.464 | 0,03 | 256 | 1,59 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 517.743 | 3,04 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.194 | 2,20 | 474 | 3,95 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 890 | 9 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32.766 | 5,64 | 329 | 7,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11.293 | 7,14 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6.815 | 0,63 | 68 | 3,03 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 121.366 | 0,01 | 1.259 | 9,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69.373 | 5,47 | 697 | 7,23 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37.707 | 110,75 | 379 | 119,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27.833 | 13,23 | 280 | 14,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 355.984 | 1,21 | 3.578 | 2,85 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74.881 | 5,00 | 757 | 13,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359.324 | 5,54 | 3.612 | 6,77 |
