Mga Batayang Estadistika
| Pemilik Institusional | 228 total, 228 long only, 0 short only, 0 long/short - change of 3.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.1791 % - change of -0.34% MRQ |
| Saham Institusional (Jangka Panjang) | 24,921,279 (ex 13D/G) - change of 4.31MM shares 20.89% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 544,444 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Cohen & Steers Infrastructure Fund, Inc (US:UTF) memiliki 228 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 24,921,279 saham. Pemegang saham terbesar meliputi Kingstone Capital Partners Texas, LLC, Paralel Advisors LLC, Boulder Growth & Income Fund, Morgan Stanley, McGowan Group Asset Management, Inc., Wells Fargo & Company/mn, UBS Group AG, Bank Of America Corp /de/, Raymond James Financial Inc, and Royal Bank Of Canada .
Struktur kepemilikan institusional Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 26.14 / share. Previously, on September 6, 2024, the share price was 25.38 / share. This represents an increase of 2.99% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 8,394 | 0.50 | 226 | 6.10 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 28,570 | -3.22 | 770 | 1.99 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,089 | -36.46 | 29 | -32.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,353 | 16.04 | 0 | |||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 13,003 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,069 | 18.27 | 541 | 24.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140,011 | -0.62 | 3,773 | 4.83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,000 | 27 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 38,665 | -24.50 | 1,042 | -20.34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,806 | -21.15 | 237 | -16.84 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 104 | 0.00 | 3 | 0.00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 45,000 | 45.16 | 1,213 | 50.37 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 26,084 | 1.75 | 703 | 7.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39,990 | 3.06 | 1,078 | 9.67 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 23,086 | -5.85 | 622 | -0.64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 11,100 | 0.00 | 299 | 5.65 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12,888 | -54.26 | 347 | -51.74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,500 | 0.00 | 40 | 5.26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 133,996 | -5.85 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 117,303 | -8.11 | 3,161 | -3.07 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,370 | 10.53 | 306 | 16.79 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Conning Inc. | 122,752 | 1.88 | 3,308 | 7.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46,670 | -1.64 | 1,240 | 2.31 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 44,001 | 0.00 | 1,186 | 5.43 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 450 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 18,501 | 499 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 9,619 | -0.29 | 259 | 5.28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81,246 | -1.96 | 2,190 | 3.40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,782 | 1.38 | 129 | 6.67 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 394 | 0.00 | 11 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,852 | 0.00 | 104 | 5.10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 105,931 | -1.02 | 2,707 | 5.21 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6,216 | 0.00 | 168 | 5.70 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 9,066 | 0.00 | 244 | 5.63 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 6,275 | -3.09 | 169 | 2.42 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11,698 | 0.00 | 315 | 5.70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,048 | 0.55 | 864 | 6.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,000 | 0.00 | 54 | 3.92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,199 | 248 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 56,574 | -3.91 | 1,525 | 1.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,269 | 600 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 268,294 | -0.24 | 7,231 | 5.24 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 407,843 | 0.01 | 10,991 | 5.49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 313 | -6.57 | 8 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20,268 | 6.86 | 546 | 12.81 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 33,040 | 1.54 | 890 | 7.10 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 13,625 | -3.54 | 367 | 1.94 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 12,275 | 48.79 | 331 | 57.14 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6,993 | -21.87 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13,740 | 1.10 | 370 | 6.63 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17,591 | 3.50 | 474 | 9.22 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25,270 | 681 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,916 | 14.27 | 267 | 20.81 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7,565 | 204 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18,753 | 0.00 | 505 | 5.43 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 19,085 | -3.54 | 514 | 1.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,598 | 133.44 | 151 | 145.90 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 8,500 | 229 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57,853 | 18.01 | 1,559 | 24.52 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 700 | 40.00 | 19 | 50.00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8,045 | 217 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,241 | 0.50 | 626 | 6.10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15,921 | 429 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,225 | -16.73 | 249 | -12.37 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,500 | 0.00 | 40 | 5.26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,620 | 19.11 | 771 | 25.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,572 | -3.25 | 878 | 1.98 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 960 | 0.00 | 26 | 4.17 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 16,649 | 449 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16,013 | 1.91 | 432 | 7.48 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 13,631 | -14.45 | 367 | -9.83 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 22,000 | 120.00 | 593 | 132.16 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 755 | 0.00 | 20 | 5.26 | ||||
| 2025-08-07 | 13F | Commerce Bank | 16,740 | 0.00 | 451 | 5.62 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8,029 | 0.00 | 216 | 5.37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23,477 | -0.60 | 633 | 4.81 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 23,498 | -8.21 | 633 | -3.21 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 553 | 15 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30,792 | 9.72 | 830 | 15.62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20,692 | 1.39 | 558 | 6.91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,480 | -4.42 | 282 | 0.71 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32,124 | -1.55 | 866 | 3.84 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 45,249 | 1,156 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,780 | 0.00 | 48 | 4.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64,622 | -17.55 | 1,742 | -13.04 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,144 | 0.00 | 139 | 5.34 | ||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 350 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 21,692 | -48.80 | 585 | -44.43 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 9,500 | 0.00 | 256 | 5.79 | ||||
| 2025-07-29 | 13F | Community Bank of Raymore | 12,010 | 0.00 | 324 | 5.56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,113 | 3,963.46 | 57 | 5,500.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,353 | -17.30 | 496 | -12.52 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 84,526 | -1.24 | 2,278 | 4.16 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 200 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,477 | -9.45 | 94 | -5.10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 28,129 | 220.96 | 758 | 204.42 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,016 | 0.00 | 216 | 5.88 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,914 | 8.33 | 458 | 15.08 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 599 | 0.00 | 16 | 6.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 615 | 0.00 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 250 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 9,066 | -17.48 | 244 | -12.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62,305 | -2.40 | 1,679 | 2.94 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 488 | 13 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 252,630 | 0.70 | 6,808 | 6.23 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,276 | -22.85 | 34 | -19.05 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 10,889 | 0.00 | 293 | 5.40 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 418 | 0.00 | 11 | 10.00 | ||||
| 2025-05-07 | 13F | Cornerstone Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 500 | 0.00 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 7,680 | 74.74 | 207 | -60.54 | ||||
| 2025-07-29 | NP | Boulder Growth & Income Fund | 2,749,999 | 0.00 | 72,077 | 6.33 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 87,408 | -1.16 | 2,356 | 4.25 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 29,800 | 803 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 12,075 | 0.00 | 325 | 5.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,211 | 1.51 | 33 | 6.67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 37,677 | -4.56 | 1,015 | 4.96 | ||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 25,151 | 1.11 | 678 | 6.77 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25,939 | -2.30 | 699 | 3.10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 59,068 | 5.42 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 22,585 | 1.55 | 609 | 7.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33,864 | 6.83 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 562 | 0.00 | 15 | 7.14 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 18,169 | -15.98 | 490 | -11.41 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1,608 | 43 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 24 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,112 | 246 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 829 | 0.00 | 22 | 4.76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,139 | 31 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 461 | 12 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 6,000 | 0.00 | 162 | 5.23 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,392 | 0.11 | 280 | 5.66 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 171,133 | -4.35 | 4,612 | 0.90 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,270 | 1.84 | 34 | 9.68 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 1,360,872 | 2.53 | 36,675 | 8.15 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 27,555 | 0.01 | 743 | 5.55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,524 | 9.45 | 257 | 15.32 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 84,661 | -0.48 | 2,282 | 4.97 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,806 | 0.07 | 345 | 5.83 | ||||
| 2025-05-09 | 13F | Cornerstone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,202,949 | 6.25 | 32,419 | 12.07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 228 | 0.00 | 6 | 20.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8,818 | 0.00 | 238 | 5.33 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 11,735 | 1.73 | 316 | 7.48 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 50,324 | 0.00 | 1,356 | 5.53 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 353 | 0.00 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15,035 | 0.00 | 405 | 5.47 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 22,938 | -4.50 | 618 | 0.82 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 35,289 | 2.93 | 951 | 8.56 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 238 | -17.07 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,895 | 96.67 | 132 | 133.93 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,045 | -16.06 | 28 | -9.68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 4,220,882 | 103 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 71,103 | 32.49 | 1,916 | 39.75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -98.03 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 225 | 0.00 | 6 | 20.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,854 | 0.00 | 131 | 4.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,584 | 0.00 | 70 | 4.55 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 11,649 | -1.57 | 314 | 3.64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81,719 | -11.25 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 150 | 0.00 | 4 | 33.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 48,250 | 7.06 | 1,300 | 12.95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79,486 | 0.00 | 2,142 | 5.52 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,039 | 1.76 | 28 | 7.69 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 10,000 | 270 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 868,209 | -1.11 | 23,398 | 4.31 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7,760 | 209 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 21,547 | -0.35 | 581 | 5.07 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 331,970 | 6.93 | 8,948 | 12.79 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,842 | 0.00 | 50 | 4.26 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 20,150 | 0.00 | 543 | 5.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,579 | 204 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 11,596 | 13.56 | 313 | 20.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 135 | 5.51 | ||||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 15,019 | -7.13 | 405 | -1.46 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1,132 | 0.98 | 30 | 7.14 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1,276 | 0.00 | 34 | 6.25 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 43,665 | 0.00 | 1,144 | 6.32 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,350 | 0.00 | 306 | 5.54 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 9,755 | 0.00 | 263 | 5.22 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,879 | 0.00 | 51 | 4.17 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,400 | 0.00 | 38 | 5.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,978 | 10.24 | 188 | 16.77 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,048 | 0.00 | 217 | 5.37 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 227 | 0.00 | 6 | 20.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,921 | -2.60 | 1,992 | 2.73 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2,100 | 57 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35,596 | -3.42 | 959 | 1.91 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 70,548 | -3.65 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 24,206 | -5.83 | 652 | -0.61 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2,047 | 55 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 146,879 | 585.04 | 3,958 | 623.58 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 45 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 700 | 19 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 60,983 | -30.18 | 1,643 | -26.36 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 489,893 | -1.48 | 13,203 | 3.92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 10,199 | 0.00 | 275 | 5.38 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,589 | 6.13 | 245 | 12.44 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,130 | 0.38 | 57 | 5.56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 78,964 | 2.45 | 2,128 | 8.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 726,869 | -22.96 | 19,589 | -18.73 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18,027 | 1.32 | 486 | 6.83 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,968,289 | 2.99 | 53,045 | 8.64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8,031 | 216 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 629,753 | 11.22 | 16,972 | 17.31 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13,905 | -53.00 | 375 | -50.46 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9,630 | 16.07 | 260 | 22.75 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 194 | 0.00 | 5 | 25.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,650 | 0.00 | 44 | 4.76 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 10,052 | 0.00 | 271 | 5.47 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,200 | 0.00 | 32 | 3.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 19,226 | 1.25 | 491 | 7.68 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 22,610 | 0.06 | 609 | 5.55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 311 | 0.00 | 8 | 14.29 | ||||
| 2025-07-30 | 13F | Paralel Advisors LLC | 2,750,000 | 0.00 | 74,112 | 5.48 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5,000 | 0.00 | 128 | 5.83 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54,636 | 11.84 | 1,472 | 17.95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 836,724 | 3.49 | 22,550 | 9.16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,657 | -0.84 | 40 | -7.14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 32,810 | 48.20 | 884 | 56.46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9,747 | 1.63 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 22,566 | -0.83 | 608 | 4.65 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 31,552 | 0.00 | 850 | 5.46 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,370 | 56.97 | 145 | 69.41 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 23,181 | -2.93 | 625 | 2.30 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34,167 | 8.72 | 921 | 14.71 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,272 | 0.00 | 61 | 5.17 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 10,201 | 0.00 | 275 | 5.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 995,129 | -6.15 | 26,819 | -1.01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382,977 | 5.58 | 10,321 | 11.36 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,886 | 0.45 | 213 | 6.00 |
