Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF includono Econ Financial Services Corp, NewEdge Wealth, LLC, Cooper Financial Group, Synergy Investment Management, LLC, Northwestern Mutual Wealth Management Co, e International Assets Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Fiduciary Trust Co | 85.284 | 48,88 | 2.022 | 47,48 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36.020 | 854 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 36.081 | 1 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.277 | 0,92 | 78 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 110.358 | 26,27 | 2.617 | 25,05 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 501.916 | 1,80 | 11.900 | 0,82 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 67.562 | 94,83 | 1.602 | 92,89 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9.728 | 2,10 | 231 | 1,32 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 6.123 | 145 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2.095 | 4,75 | 50 | 4,26 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 112.890 | 1,77 | 2.677 | 0,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.728 | 136 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 67.620 | 1,01 | 1.603 | 0,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.122 | 27 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25.104 | 21,24 | 1 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 33.694 | 0,76 | 799 | -0,25 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 313.055 | 16,68 | 7.423 | 15,55 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.127.349 | 26,31 | 97.859 | 25,10 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.224.877 | 53,28 | 52.752 | 51,80 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 132.867 | 169,12 | 3.172 | 168,50 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.000 | 47 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 459.055 | 18,12 | 10.884 | 16,98 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 28.830 | 39,92 | 684 | 38,54 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 24.633 | 584 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 700.318 | 5,17 | 16.605 | 4,17 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 263.627 | 38,14 | 6.332 | 38,62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 12.475 | 523,75 | 296 | 527,66 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 555.403 | 0,85 | 13.169 | -0,12 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20.675 | 60,66 | 490 | 59,09 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 21.594 | 5,17 | 512 | 4,07 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.298 | 31 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 68.857 | 1.633 | ||||||
| 2026-05-12 | 13F | Croban | 77.277 | 34,15 | 1.831 | 32,87 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12.252 | 290 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 151.150 | 51,05 | 3.584 | 49,54 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37.332 | 31,26 | 885 | 30,15 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 116.705 | 153,29 | 2.767 | 150,86 |
