Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Abrdn Income Credit Strategies Fund comprennent International Assets Investment Management, Llc, Thomas J. Herzfeld Advisors, Inc., NWF Advisory Services Inc., Permanens Capital L.P., Tactive Advisors, LLC, Great Valley Advisor Group, Inc., Balyasny Asset Management Llc, Ameritas Advisory Services, LLC, Jones Financial Companies Lllp, Newbridge Financial Services Group, Inc., Colonial Trust Advisors, Mount Yale Investment Advisors, LLC, et Noble Wealth Management PBC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162 313 | 15,17 | 1 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 116 186 | 684 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 668 | 10,81 | 81 | 12,50 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 388 151 | 15,16 | 2 290 | 15,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 61 456 | 3,19 | 363 | 3,43 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 18 944 | 59,17 | 112 | 58,57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 69 678 | 4,15 | 410 | 4,34 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 893 | 11 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 38 418 | 38,74 | 227 | 38,65 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 192 197 | 15,11 | 1 078 | 5,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 846 | 2 396,49 | 17 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2 980 571 | 3,05 | 18 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269 947 | 6,18 | 1 593 | 6,35 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 | |||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 13 485 | 4,25 | 80 | 3,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 129 | 131 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 391 | 77,60 | 339 | 77,89 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 11 342 | 0,72 | 67 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 12 954 | 76 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 103 635 | 1,23 | 611 | 1,50 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2 950 191 | 2,00 | 17 406 | 2,17 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 29 509 | 58,30 | 174 | 59,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 452 | 25,73 | 262 | 25,96 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 53 728 | 5,84 | 317 | 6,04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11 958 487 | 12,70 | 70 555 | 12,89 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 77 220 | 4,09 | 456 | 4,36 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 165 181 | 11,31 | 975 | 11,44 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 141 | 7 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40 534 | 3,94 | 239 | 4,37 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 628 | 10 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13 459 | 7,55 | 79 | 8,22 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 059 | 6,68 | 160 | 6,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 462 | 9,60 | 9 | 14,29 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 185 | 1,49 | 101 | 2,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 349 | 14 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 27 500 | 162 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 42 199 | 46,91 | 249 | 46,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 88 133 | 29,71 | 520 | 29,75 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 628 | 0,61 | 69 | 0,00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 17 445 | 103 | ||||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 455 497 | 9,50 | 2 687 | 9,67 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 27 712 | 155 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 303 546 | 65,19 | 1 791 | 65,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 473 | 3,72 | 44 | 4,76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 743 | 40 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 595 172 | 3 541 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 241 747 | 589,17 | 1 426 | 592,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 112 938 | 2,92 | 666 | 3,10 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 200 | 4,08 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 5 906 | 1,16 | 35 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36 348 | 30,93 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 10 611 | 63 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28 896 | 0,10 | 170 | 0,00 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 196 259 | 1 158 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13 675 | 81 | ||||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 53 636 | 8,47 | 316 | 8,59 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 893 | 11 | ||||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 3 755 030 | 8,84 | 22 155 | 9,03 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 213 327 | 28,11 | 1 259 | 28,37 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26 643 | 893,03 | 157 | 946,67 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 2 040 306 | 31,04 | 12 038 | 31,26 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 2 668 158 | 7,32 | 16 | 7,14 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 219 484 | 13,92 | 1 295 | 14,11 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 442 646 | 9,88 | 2 612 | 10,08 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 105 806 | 99,46 | 624 | 100,00 |
