Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The 2023 ETF Series Trust - Eagle Capital Select Equity ETF meliputi Cresset Asset Management, LLC, BCS Private Wealth Management, Inc., Glenmede Investment Management, LP, Lowe Brockenbrough & Co Inc, Brown Brothers Harriman & Co, Morse Asset Management, Inc, dan Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 94,947 | 57.95 | 2,866 | 70.23 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 65,782 | 71.53 | 1,985 | 84.82 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 401,880 | 12,129 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 479,808 | 14,481 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 760,077 | 52.85 | 22,939 | 64.70 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 36,500 | 1,102 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 41,262 | 405.41 | 1,245 | 446.05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,154,552 | 156.08 | 34,844 | 175.93 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 509,526 | 11.70 | 15,377 | 20.35 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 1,017,763 | 31 | ||||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 1,593,833 | 37.23 | 48,102 | 47.86 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,499,969 | 162.55 | 75,449 | 182.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 3,416,405 | 138.04 | 103,107 | 156.49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136,325 | 4.47 | 4,114 | 12.56 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 118,948 | 10.07 | 3,590 | 18.57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,784,928 | 114,229 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,289 | 1,384.97 | 762 | 1,519.15 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 539,338 | 137.54 | 16 | 166.67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 487,203 | 114.10 | 13,647 | 115.34 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 991,058 | 29,910 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 10,467 | 3,820.22 | 316 | 4,400.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 62,747 | 26.74 | 1,894 | 36.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,704 | 383 |
