Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Alger Funds - Concentrated Equity Fund meliputi Fred Alger Management, Llc, LPL Financial LLC, Brinker Capital Investments, LLC, Atria Investments Llc, SPECX - Alger Spectra Fund Class A, Gladstone Institutional Advisory LLC, Truist Financial Corp, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, Janney Montgomery Scott LLC, dan CoreCap Advisors, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet Asset Management Inc | 26,534 | 788 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,050 | 0 | ||||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85,622 | 152.86 | 2,617 | 235.82 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 132,895 | 3,947 | ||||||
2025-06-26 | NP | SPECX - Alger Spectra Fund Class A | 99,000 | 2,308 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 141,477 | 4,202 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 573 | 17 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Fred Alger Management, Llc | 174,563 | 5,185 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,445 | 114.47 | 73 | 188.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 112,963 | 3,355 | ||||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 42,696 | 9.31 | 1,268 | 42.63 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 63,759 | 1,894 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91,331 | 340.02 | 3 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,500 | 252 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 29,102 | 842 |