Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity D & D Bancorp, Inc. includono
Quantinno Capital Management LP,
Hsbc Holdings Plc,
RMB Capital Management, LLC,
Raymond James Financial Inc,
Farther Finance Advisors, LLC,
Hartland & Co., LLC,
e
Allworth Financial LP
.
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito |
Fonte |
Investitore |
|
Tipo |
Prezzo medio
(Stima) |
Azioni |
Δ Azioni
(%) |
Valore
dichiarato
($ 1000) |
Δ Valore
(%) |
Allocazione del portafoglio
(%) |
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
26.065 |
0,43 |
1.063 |
-8,76 |
|
| 2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
451 |
21,56 |
21 |
33,33 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
2.890 |
6,88 |
117 |
-4,13 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1.211 |
|
56 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1.251 |
430,08 |
58 |
533,33 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
630 |
53,66 |
29 |
64,71 |
|
| 2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
2.428 |
0,62 |
99 |
-8,33 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
19 |
11,76 |
1 |
|
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1.101 |
37,11 |
45 |
25,71 |
|
| 2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
346 |
1,76 |
14 |
-6,67 |
|
| 2025-08-12 |
13F |
Jacobi Capital Management LLC
|
|
|
|
8.058 |
0,09 |
371 |
10,78 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
6.758 |
8,39 |
311 |
19,69 |
|
| 2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
2.526 |
19,60 |
116 |
33,33 |
|
| 2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
521 |
8,32 |
24 |
15,00 |
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
13.685 |
44,80 |
1 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
10.791 |
3,85 |
496 |
14,81 |
|
| 2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
4 |
|
0 |
|
|
| 2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
5.989 |
|
276 |
|
|
| 2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
9 |
|
0 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
16.629 |
42,04 |
765 |
56,88 |
|
| 2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
14.764 |
|
679 |
|
|
| 2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
3.240 |
78,41 |
132 |
62,96 |
|
| 2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
1.055 |
257,63 |
49 |
300,00 |
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
10.685 |
0,41 |
492 |
11,09 |
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
4 |
|
0 |
|
|
| 2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
134 |
63,41 |
6 |
100,00 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
198 |
6.500,00 |
9 |
|
|
| 2025-08-15 |
13F |
Fidelity D & D Bancorp Inc
|
|
|
|
113.729 |
14,41 |
5.232 |
26,47 |
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
7.273 |
3,94 |
335 |
14,78 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
10.889 |
33,44 |
501 |
47,49 |
|
| 2025-07-17 |
13F |
Alliance Wealth Advisors, LLC
|
|
|
|
9.336 |
0,04 |
429 |
10,57 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
6.352 |
25,63 |
292 |
39,05 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
6.277 |
20,41 |
289 |
33,33 |
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
540 |
2,47 |
22 |
-8,70 |
|
| 2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
11 |
|
0 |
|
|
| 2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
11.926 |
6,08 |
483 |
-4,17 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
38.596 |
42,62 |
2 |
0,00 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
3 |
200,00 |
0 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
6.523 |
6,20 |
266 |
-3,27 |
|
| 2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
5.374 |
3,15 |
247 |
14,35 |
|
| 2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
1.491 |
19,09 |
69 |
30,77 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
73.768 |
0,60 |
3.393 |
11,21 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
680 |
44,68 |
31 |
63,16 |
|
| 2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
47.758 |
0,65 |
1.933 |
-9,04 |
|
| 2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
4.361 |
|
201 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
3.051 |
6,98 |
140 |
18,64 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
292.875 |
0,04 |
13.472 |
10,59 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
984 |
13,23 |
45 |
25,00 |
|
| 2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
28 |
600,00 |
1 |
|
|
| 2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
271 |
1.190,48 |
12 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
97 |
120,45 |
4 |
100,00 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
1.479 |
4,97 |
68 |
17,24 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1.427 |
9,60 |
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
23.682 |
8,90 |
966 |
-1,03 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
114.165 |
1,73 |
5.253 |
12,48 |
|
