Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Central Securities Corporation comprennent Swiss Helvetia Fund, Inc., et Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 34 502 | 0,53 | 1 651 | 7,07 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 250 694 | 20,53 | 11 998 | 28,31 | ||||
| 2025-07-23 | 13F | Matisse Capital | 65 000 | 8,33 | 3 111 | 15,31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 914 | 0 | ||||||
| 2025-08-14 | 13F | Beck Mack & Oliver Llc | 5 854 | 0,02 | 280 | 6,46 | ||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 368 084 | 43,73 | 17 616 | 53,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 205 | 201 | ||||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 26 555 | 53,18 | 1 283 | 81,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 21 403 | 0,01 | 1 024 | 6,44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72 449 | 389,16 | 3 467 | 421,35 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 442 | 6,76 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 346 | 64 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 307 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10 052 | 15,14 | 481 | 22,70 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 5 360 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 19 950 | 73,03 | 955 | 84,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 957 | 103,97 | 524 | 117,43 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 193 918 | 33,72 | 9 281 | 42,33 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 19 194 | 5,48 | 892 | 4,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305 304 | 1,84 | 14 612 | 8,41 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 211 722 | 17,09 | 10 133 | 24,64 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7 482 | 8,12 | 358 | 15,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 48 932 | 0,35 | 2 342 | 6,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32 249 | 15,74 | 1 543 | 23,24 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 29 167 | 2,68 | 1 396 | 9,24 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 345 | 17 | ||||||
| 2025-07-10 | 13F | Stolper Co | 4 341 | 0 | ||||||
| 2025-08-06 | NP | Swiss Helvetia Fund, Inc. | 105 000 | 5 025 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 53 | 3 |
