Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Carlyle Credit Income Fund meliputi Hancock Whitney Corp, Cura Wealth Advisors, Llc, AlphaQ Advisors LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., dan WPG Advisers, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 390 | 3 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 531,744 | 7.49 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 10,886 | 5.11 | 71 | 0.00 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 165,680 | 19.46 | 1,122 | 3.32 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 18,200 | 123 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,805 | 36.23 | 12 | 37.50 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 164 | 1 | ||||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 181,994 | 0.34 | 1,179 | -3.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,879 | 83 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 219,480 | 16.33 | 1,422 | 11.53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 217,347 | 1,408 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 974 | 6 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,135 | 34.42 | 111 | 29.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 507,784 | 54.16 | 3,290 | 47.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,539 | 1.46 | 81 | -2.41 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | Put | 35,721 | 231 | |||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 19,127 | 124 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 17,112 | 111 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11,016 | 4.90 | 71 | 1.43 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,718 | 0 |
