Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Barings Corporate Investors includono Patriot Investment Management Inc., Farther Finance Advisors, LLC, e Kingsview Wealth 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 | Raymond James Financial Inc | 58.794 | 16,33 | 1.273 | 7,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.504 | 4,20 | 574 | -3,69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 237.886 | 0,88 | 5.153 | -6,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100.753 | 4,08 | 2.182 | -3,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10.232 | 76,41 | 222 | 63,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 59.483 | 44,95 | 1.288 | 34,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.137 | 46 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21.034 | 2,32 | 456 | -5,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18.105 | 56,96 | 392 | 45,19 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 226.071 | 3,34 | 4.897 | -4,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15.306 | 332 | ||||||
| 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 | 238.607 | 38,74 | 4.975 | 37,67 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 21.167 | 19,76 | 457 | 15,11 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 1.872 | -9,09 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 68.100 | 1.475 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61.418 | 1,48 | 1.330 | -6,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 258 | -7,55 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1.103 | 1,85 | 24 | -8,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 176.900 | 4,16 | 3.832 | -3,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 74.745 | 6,73 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 3.677 | -7,71 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48.045 | 0,33 | 1.041 | -7,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38.019 | 21,88 | 823 | 12,59 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 362.189 | 9,18 | 7.845 | 0,89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19.238 | 417 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 2.613 | 773,91 | 57 | -85,79 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 43.966 | 7,29 | 952 | -0,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 103.609 | 4,23 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43.771 | 5,88 | 948 | -2,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20.814 | 451 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 38.320 | 1,96 | 830 | -5,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.132 | 14,73 | 109 | 6,86 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 24.455 | 1,98 | 530 | -5,87 |
