Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BNY Mellon High Yield Strategies Fund comprennent Advance Capital Management, Inc., Mercer Global Advisors Inc /adv, Merit Financial Group, LLC, Newbridge Financial Services Group, Inc., et Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 544 | 2,13 | 53 | 3,92 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite 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 | 910 627 | 1,56 | 2 286 | -1,97 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 80 580 | 7,46 | 210 | 9,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 799 | 31 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 99 880 | 37,84 | 260 | 40,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 189 824 | 1,84 | 494 | 3,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 49 202 | 13,70 | 128 | 15,45 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 58 | 3,57 | 0 | |||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 17 715 | 13,27 | 46 | 17,95 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3 147 462 | 22,89 | 8 | 33,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 853 | 2,82 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 164 | 4,17 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 2 265 | 2,81 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 54 533 | 273,33 | 142 | 281,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 222 881 | 14,80 | 3 179 | 17,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 021 | 8 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52 441 | 136 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 571 | 4 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 100 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 307 | 35 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 291 862 | 759 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5 391 376 | 0,10 | 14 018 | 2,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 935 | 10,00 | 49 | 13,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 48 902 | 49,89 | 127 | 53,01 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 319 | 29 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 879 614 | 0,25 | 2 287 | 2,19 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 652 | 2,84 | 67 | 4,76 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 35 972 | 790,40 | 92 | 911,11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 62 634 | 163 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 069 | 1,08 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 009 240 | 12,14 | 2 624 | 14,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 443 701 | 1,21 | 1 154 | 3,22 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 30 000 | 78 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 352 968 | 7,57 | 918 | 9,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 073 | 77,48 | 76 | 82,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 000 | 26 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 245 | 4,05 | 162 | 5,92 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 297 741 | 31,03 | 774 | 32,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 109 | 0,29 | 34 | 3,03 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 267 959 | 786,43 | 697 | 803,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 347 | 2,83 | 30 | 3,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115 123 | 2,62 | 299 | 4,55 |
