Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Advent Convertible and Income Fund meliputi NWF Advisory Services Inc., Newbridge Financial Services Group, Inc., Tactive Advisors, LLC, Level Four Advisory Services, Llc, L.m. Kohn & Company, Sound Income Strategies, LLC, dan GHP Investment Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 29,500 | 28.26 | 357 | 34.72 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 72,951 | 841 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 36,752 | 91.44 | 445 | 101.36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 509,159 | 7.29 | 6,166 | 12.69 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 805,578 | 21.94 | 9,756 | 28.09 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13,165 | 159 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38,109 | 14.43 | 462 | 17.90 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 14,035 | 3.00 | 170 | 7.64 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 10,465 | 3.06 | 127 | 7.69 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 12,361 | 2.50 | 150 | 7.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 849,796 | 7.44 | 10,291 | 12.85 | ||||
| 2025-07-10 | 13F | Stolper Co | 60,997 | 9.72 | 1 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1,198,574 | 2.00 | 14,515 | 7.12 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,441 | 163 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,061 | 2.81 | 49 | 8.89 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15,162 | 184 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,577 | 15.24 | 237 | 21.54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,342,294 | 7.66 | 16,255 | 13.08 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 14,270 | 0.63 | 173 | 5.52 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29,124 | 3.14 | 353 | 8.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 73,668 | 0.44 | 892 | 5.56 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 24,448 | 296 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,210,914 | 3.05 | 15 | 7.69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,400 | 17 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 26,820 | 18.67 | 325 | 24.62 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 432,898 | 1.99 | 5,242 | 7.13 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 208,677 | 7.04 | 2,527 | 12.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,853 | 163.09 | 337 | 176.23 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 20,261 | 0.14 | 245 | 5.15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,284 | 10.38 | 161 | 15.94 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 15,416 | 187 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 689,582 | 4.85 | 8,351 | 10.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127,526 | 5.50 | 1,544 | 10.84 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 46,036 | 1.32 | 557 | 6.50 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,300 | 16 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133,661 | 52.71 | 1,619 | 60.36 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,018 | 1.10 | 24 | 20.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31,021 | 55.13 | 376 | 63.04 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 51,825 | 0.47 | 628 | 5.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,900 | 15.18 | 156 | 20.93 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,049 | 6.75 | 612 | 13.33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,040 | 0.05 | 146 | 5.07 |
