Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Global Partners LP - Limited Partnership comprennent Kingstone Capital Partners Texas, LLC, Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND, Marcum Wealth, LLC, Traub Capital Management LLC, Evolution Wealth Management Inc., Atlantic Union Bankshares Corp, et TD Waterhouse Canada 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 960 | 0,98 | 262 | -0,38 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 23 075 | 0,58 | 1 217 | -0,65 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 319 | 28 291,80 | 913 | 30 333,33 | ||||
2025-08-13 | 13F | Invesco Ltd. | 2 560 457 | 0,08 | 135 013 | -1,14 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 6 533 | 0 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 522 495 | 18,64 | 27 551 | 17,20 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 6 664 | 356 | ||||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 3 389 395 | 108 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64 | 3 | ||||||
2025-08-08 | 13F | Creative Planning | 15 013 | 0,17 | 792 | -1,12 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4 303 | 227 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 7 641 | 10,63 | 403 | 9,24 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 627 973 | 1,63 | 85 843 | 0,39 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 333 973 | 36,98 | 17 610 | 35,32 | ||||
2025-06-25 | NP | AMZA - InfraCap MLP ETF | 144 539 | 1,32 | 7 412 | -4,10 | ||||
2025-08-15 | 13F | Morgan Stanley | 408 174 | 0,01 | 21 523 | -1,20 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 81 | 4 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 470 | 0,77 | 2 | 0,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 340 | 18 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 16 400 | 865 | |||||
2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 852 548 | 0,17 | 97 685 | -1,05 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 33 785 | 109,13 | 1 781 | 106,61 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 3 900 | 206 | |||||
2025-08-14 | 13F | Bramshill Investments, LLC | 22 150 | 62,78 | 1 168 | 60,74 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 3 645 | 192 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | Call | 10 300 | 63,49 | 1 | ||||
2025-08-13 | 13F | Nbw Capital Llc | 79 794 | 1,50 | 4 208 | 0,26 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 14 500 | 45,00 | 765 | 43,34 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 122 | 6 | ||||||
2025-08-04 | 13F | Spinnaker Trust | 4 550 | 2,25 | 240 | 0,84 | ||||
2025-07-29 | NP | Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND | 29 788 | 1 564 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 748 | 408 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 22 047 | 0,28 | 1 163 | -0,94 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 15 632 | 3,22 | 824 | 1,98 | ||||
2025-08-14 | 13F | Blackstone Group Inc | 162 104 | 6,57 | 8 548 | 5,27 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9 000 | 473 | |||||
2025-08-11 | 13F | Inspire Advisors, LLC | 4 088 | 0,91 | 216 | -0,46 | ||||
2025-08-20 | NP | LSPAX - LoCorr Spectrum Income Fund Class A | 20 304 | 64,78 | 1 071 | 62,86 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 34 757 | 81,21 | 1 833 | 79,08 | ||||
2025-07-30 | NP | AMLP - ALERIAN MLP ETF | 5 686 006 | 4,38 | 298 629 | -4,55 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 22 620 | 1 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 79 794 | 1,50 | 4 208 | 0,26 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 137 822 | 0,90 | 7 267 | -0,33 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 1 063 | 1,53 | 56 | 1,82 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 155 | 1,31 | 8 | 14,29 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15 896 | 1,49 | 838 | 0,24 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27 831 | 2,68 | 1 468 | 1,45 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 582 | 140,50 | 31 | 130,77 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 245 | 89,09 | 224 | 87,39 | ||||
2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 36 307 | 15,40 | 1 914 | 14,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 11 134 | 0,28 | 587 | -0,84 | ||||
2025-04-14 | NP | TPYP - Tortoise North American Pipeline Fund | 33 269 | 2,69 | 1 911 | 4,49 | ||||
2025-07-24 | NP | FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc 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 | 11 410 | 3,45 | 599 | -5,37 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2 146 | 5,35 | 113 | 4,63 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 24 815 | 40,26 | 1 308 | 38,56 |