Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Espey Mfg. & Electronics Corp. comprennent
LPL Financial LLC,
Marshall Wace, Llp,
Naples Global Advisors, Llc,
Heron Bay Capital Management,
Gsa Capital Partners Llp,
First Financial Bankshares Inc,
Cambridge Investment Research Advisors, Inc.,
EverSource Wealth Advisors, LLC,
et
SJS Investment Consulting 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
419 |
|
13 |
|
|
| 2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
4 656 |
|
0 |
|
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
12 928 |
|
591 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
13 982 |
5,62 |
512 |
43,94 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
3 443 |
5,55 |
126 |
44,83 |
|
| 2025-07-21 |
13F |
Copeland Capital Management, LLC
|
|
|
|
2 380 |
16,32 |
109 |
96,36 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
11 843 |
5,71 |
541 |
78,55 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
8 654 |
25,42 |
396 |
111,23 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
5 606 |
54,95 |
256 |
161,22 |
|
| 2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
33 653 |
28,28 |
1 538 |
116,32 |
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
1 231 |
206,98 |
56 |
833,33 |
|
| 2025-07-29 |
13F |
Morgan Dempsey Capital Management Llc
|
|
|
|
8 945 |
41,83 |
409 |
138,60 |
|
| 2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
4 624 |
|
219 |
|
|
| 2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
11 234 |
27,38 |
514 |
114,64 |
|
| 2025-08-12 |
13F |
EAM Investors, LLC
|
|
|
|
20 124 |
|
920 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
4 698 |
25,01 |
215 |
111,88 |
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
53 450 |
0,56 |
2 443 |
69,54 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
6 946 |
|
318 |
|
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
431 |
75,20 |
20 |
216,67 |
|
| 2025-06-26 |
NP |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
1 996 |
63,07 |
61 |
79,41 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
6 |
500,00 |
0 |
|
|
| 2025-08-12 |
13F |
Heron Bay Capital Management
|
|
|
|
5 996 |
|
274 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
107 112 |
1,29 |
4 896 |
70,71 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
4 837 |
|
221 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
1 232 |
356,30 |
56 |
700,00 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
30 |
|
1 |
|
|
| 2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
5 372 |
|
246 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
9 287 |
127,96 |
425 |
285,45 |
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
68 |
423,08 |
3 |
|
|
| 2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
15 944 |
3,54 |
490 |
11,87 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
89 744 |
11,08 |
4 102 |
87,22 |
|
| 2025-08-12 |
13F |
Hillsdale Investment Management Inc.
|
|
|
|
7 300 |
15,87 |
334 |
95,88 |
|
| 2025-08-14 |
13F |
First Financial Bankshares Inc
|
|
|
|
4 604 |
|
210 |
|
|
| 2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
4 608 |
|
211 |
|
|
| 2025-07-15 |
13F |
SJS Investment Consulting Inc.
|
|
|
|
25 |
|
1 |
|
|
| 2025-07-18 |
13F |
Naples Global Advisors, Llc
|
|
|
|
6 227 |
|
285 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
24 769 |
|
1 132 |
|
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
4 438 |
|
0 |
|
|
| 2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
14 746 |
8,35 |
454 |
17,05 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
260 |
|
12 |
|
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
45 |
2 150,00 |
2 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
