Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Torray Equity Income Fund - First Eagle Global Equity ETF includono Visionary Wealth Advisors, Legacy CG, LLC, Baird Financial Group, Inc., Robertson Stephens Wealth Management, LLC, Asset One Wealth Management LLC, Elequin Capital Lp, UBS Group AG, Western Wealth Management, LLC, Qube Research & Technologies Ltd, Everest Financial Group LLC, Natixis Advisors, L.p., Wolfstich Capital, LLC, Mariner, LLC, BlueChip Wealth Advisors LLC, Susquehanna International Group, Llp, Arnhold LLC, Gateway Wealth Partners, LLC, Certior Financial Group, Llc, Alexander Labrunerie & Co., Inc., e HighPoint Advisor Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 173.813 | 27,19 | 8.169 | 29,89 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 307.671 | 84,72 | 14.161 | 202.200,00 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 7.997 | 9,55 | 376 | 11,94 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 190.738 | 2,90 | 8.965 | 5,08 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53.468 | 2.513 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4.484 | 211 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 110.952 | 26,00 | 5.215 | 28,68 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 20.266 | 313,59 | 953 | 323,11 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 13.054 | 118,48 | 614 | 105,70 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7.368 | 40,32 | 346 | 43,57 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 218.460 | 0,65 | 10.268 | 2,77 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5.120 | 365,45 | 241 | 380,00 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 25.768 | 66,98 | 1.211 | 70,56 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.400 | 653,21 | 442 | 673,68 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 32.107 | 81,39 | 1.509 | 85,38 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 40.486 | 22,96 | 1.903 | 25,54 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 18.842 | 1,85 | 886 | 4,00 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 107.865 | 111,32 | 5.070 | 115,79 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 309.612 | 14.552 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 107.559 | 17,84 | 5.055 | 20,33 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 25.810 | 117,86 | 1.213 | 122,57 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 307 | 14 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 146.640 | 1.221.900,00 | 6.892 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 111.410 | 16,07 | 5.236 | 18,54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 77.995 | 2,09 | 3.666 | 4,24 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7.969 | 375 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 18.935 | 20,75 | 890 | 15,16 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 43.845 | 8,96 | 2.061 | 11,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 62 | 416,67 | 3 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 19.070 | 4,59 | 935 | 6,14 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 9.803 | 37,24 | 461 | 40,24 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 9.202 | 432 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 36.155 | 109,89 | 1.699 | 114,52 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 70.047 | 47,15 | 3.292 | 50,25 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 190 | 9 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 723 | 35 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 50.406 | 3,80 | 2.369 | 6,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14.162 | 666 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 257.962 | 332,18 | 12.124 | 341,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 260.658 | 12.251 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.900 | 183 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.670.543 | 2.687,03 | 78.516 | 2.746,81 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6.161 | 290 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 100.197 | 63,88 | 4.612 | 70,53 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 37.611 | 14,26 | 1.768 | 16,63 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 111.951 | 5.262 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2.341 | 13,04 | 110 | 15,79 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 70.079 | 3.294 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 10.048 | 472 | ||||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 283.902 | 21,67 | 13.436 | 24,93 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 49.142 | 84,83 | 2.310 | 88,80 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 8.439 | 22,64 | 397 | 25,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 481.646 | 932,80 | 22.637 | 954,85 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 6.348 | 298 | ||||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 10.791 | 21,36 | 507 | 23,96 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 286.244 | 13.453 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.783 | 413 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 31.575 | 1.531,78 | 1.484 | 1.567,42 | ||||
| 2026-05-11 | 13F | Arnhold LLC | 12.054 | 567 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 14.970 | 43,12 | 704 | 46,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1.656 | 78 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 16.269 | 51,78 | 765 | 54,97 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 8.218 | 390 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11.122 | 523 | ||||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 17.403 | 23,40 | 818 | 25,89 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 70.461 | 49,74 | 3.312 | 52,93 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 45.996 | 5,07 | 2.162 | 7,30 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.518 | 12,83 | 1.011 | 15,28 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2.444 | 115 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 14.503 | 682 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 117.563 | 33,90 | 5.525 | 36,72 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 14.644 | 23,80 | 688 | 26,47 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 159.483 | 53,96 | 7.496 | 57,23 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 64.085 | 4,95 | 3.012 | 7,15 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 7.160 | 0,22 | 337 | 2,44 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 50.928 | 53,24 | 2.394 | 56,51 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 917.976 | 71,40 | 43.145 | 75,03 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 8.307 | 36,76 | 390 | 39,78 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 12.813 | 28,04 | 602 | 30,87 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 6.164 | 2,99 | 290 | 5,09 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 372.339 | 4,17 | 17.482 | 5,30 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 17.165 | 49,07 | 807 | 52,08 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 254.277 | 44,54 | 11.951 | 47,62 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 690 | 114,95 | 32 | 128,57 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 26.385 | 1.240 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 20.825 | 113,70 | 979 | 118,30 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 23.097 | 1.086 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 151.666 | 7.128 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18.623 | 67,70 | 875 | 71,23 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 5.223 | 245 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 25.387 | 26,61 | 1.193 | 29,39 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 65.995 | 9,18 | 3.102 | 11,47 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 52.542 | 2.474 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9.149 | 430 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.920 | 513 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 241 | 8,56 | 11 | 10,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9.054 | 12.834,29 | 426 | 14.066,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31.966 | 4,20 | 1.502 | 6,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.707.570 | 96,03 | 80.256 | 100,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.851 | 46,27 | 275 | 48,91 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.106 | 67,63 | 1.064 | 74,55 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 39.871 | 2 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.709 | 198,25 | 80 | 207,69 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 73.494 | 53,78 | 3.454 | 57,07 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5.946 | 279 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14.705 | 691 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123.990 | 34,05 | 6 | 25,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 14.095 | 59,27 | 662 | 62,65 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 46.631 | 53,24 | 2.192 | 56,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.088 | 123,39 | 192 | 128,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 65.934 | 3.099 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 95.125 | 4.660 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 427.042 | 24,51 | 20.071 | 27,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.358 | 385 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.743.657 | 206,69 | 81.952 | 213,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62.708 | 1,61 | 2.947 | 3,77 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4.679 | 7,64 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 140.416 | 45,63 | 7 | 50,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 382.272 | 448,41 | 17.520 | 446,10 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 4.748 | 223 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 51.106 | 39,99 | 2.402 | 42,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 462.933 | 176,22 | 22 | 200,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 53.535 | 2.516 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 973.570 | 34,42 | 45.758 | 37,26 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.107.225 | 126,58 | 99.040 | 131,37 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 266.489 | 363,23 | 12.525 | 373,14 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 22.976 | 44,34 | 1.080 | 44,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 506.659 | 24,03 | 23.813 | 26,65 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 182 | 9 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17.623 | 52,88 | 828 | 56,23 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 28.325 | 2.285 | ||||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 31.074 | 39,77 | 1.460 | 42,72 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 69.416 | 3.263 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 210.032 | 279,46 | 9.872 | 287,55 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18.587 | 14,33 | 874 | 16,71 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 25.206 | 72,35 | 1.185 | 75,93 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 9.620 | 3,79 | 452 | 6,10 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 150.404 | 12,80 | 7.069 | 15,19 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 261.124 | 1,16 | 12.273 | 3,29 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.225 | 293 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9.715 | 70,44 | 457 | 74,05 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 41.081 | 12,21 | 1.931 | 14,54 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1.454.367 | 116,95 | 68.355 | 121,54 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 141.407 | 68,80 | 6.646 | 72,40 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 18.934 | 28,22 | 890 | 30,93 |
