Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Ecofin Sustainable and Social Impact Term Fund meliputi NWF Advisory Services Inc., Css Llc/il, Cetera Investment Advisers, ACEFX - Absolute Strategies Fund Institutional Shares, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, dan RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
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 | Sit Investment Associates Inc | 436,221 | 6.37 | 5 | 25.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 41,847 | 201.14 | 512 | 226.11 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 36,775 | 92.94 | 450 | 108.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 522,980 | 1.60 | 6,404 | 9.51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 77,438 | 14.13 | 948 | 23.12 | ||||
| 2025-08-14 | 13F | Quarry LP | 20,548 | 519.48 | 252 | 578.38 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12,165 | 2.32 | 149 | 9.63 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 34,000 | 386 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 68 | 1 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56,425 | 2.43 | 691 | 10.40 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 40 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 108,264 | 2.29 | 1,326 | 10.23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,541 | 7.31 | 533 | 15.65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 211,150 | 19.02 | 2,586 | 28.29 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20,293 | 2.04 | 248 | 10.22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 281,871 | 3.56 | 3,452 | 11.61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,000 | 12 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,601 | 191 | ||||||
| 2025-08-14 | 13F | Almitas Capital LLC | 31,454 | 385 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 1,549,226 | 11.97 | 18,970 | 20.70 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 219,302 | 0.84 | 2,685 | 8.70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 155,989 | 1,910 | 607.41 | |||||
| 2025-08-14 | 13F | Css Llc/il | 19,741 | 242 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 49,046 | 25.25 | 601 | 35.14 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 56,871 | 322.17 | 696 | 354.90 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 3,264 | 40 |
