Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Columbia Seligman Premium Technology Growth Fund meliputi Balyasny Asset Management Llc, Pensionmark Financial Group, Llc, Colonial Trust Advisors, VSM Wealth Advisory, LLC, dan Family Legacy Financial Solutions, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 57,227 | 20.40 | 1,740 | 30.93 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 104,129 | 23.52 | 3,167 | 34.27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,854 | 208 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,857 | 93.11 | 543 | 110.47 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,776 | 4.89 | 206 | 14.44 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 | 0 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,954 | 242 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 5 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 26,650 | 48.43 | 810 | 61.35 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 378 | 11 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 422,419 | 5.44 | 12,846 | 14.60 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 18,010 | 0.26 | 548 | 8.96 | ||||
2025-08-12 | 13F | LPL Financial LLC | 164,374 | 11.99 | 4,999 | 21.72 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 10,980 | 47.28 | 334 | 60.10 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,841 | 0.71 | 238 | 9.68 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,768 | 327 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,419 | 0.37 | 530 | 9.07 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 41,116 | 0.35 | 1,250 | 9.08 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,367 | 4.28 | 893 | 13.47 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21,686 | 22.15 | 659 | 32.86 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7,699 | 1.61 | 234 | 10.38 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,758 | 206 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 13,257 | 11.08 | 403 | 21.02 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,596 | 16.10 | 292 | 25.97 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 15,204 | 462 | ||||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 8,078 | 0.02 | 226 | -12.40 | ||||
2025-08-07 | 13F | Allworth Financial LP | 8,698 | 1,332.95 | 264 | 1,550.00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 289,477 | 0.34 | 9 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,640 | 2.05 | 80 | 11.11 | ||||
2025-08-15 | 13F | Morgan Stanley | 298,699 | 3.65 | 9,083 | 12.65 |