Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Hewlett Packard Enterprise Company - Preferred Security comprennent
TORYX - Torray Fund,
SPFF - Global X SuperIncome Preferred ETF,
Annis Gardner Whiting Capital Advisors, LLC,
Mount Yale Investment Advisors, LLC,
et
Cwm, Llc
.
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 (%) |
2025-04-29 |
NP |
SCAP - InfraCap Small Cap Income ETF
|
|
|
|
3 570 |
24,22 |
204 |
14,69 |
|
2025-08-14 |
13F |
Infrastructure Capital Advisors, Llc
|
|
|
|
49 840 |
232,80 |
2 935 |
310,92 |
|
2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
84 |
|
5 |
|
|
2025-06-25 |
NP |
WWICX - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
75 800 |
36,82 |
3 805 |
53,80 |
|
2025-08-11 |
13F |
Regal Investment Advisors LLC
|
|
|
|
13 045 |
14,28 |
768 |
41,18 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
50 642 |
31,46 |
2 991 |
61,88 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
36 450 |
69,93 |
2 146 |
109,57 |
|
2025-06-23 |
NP |
Global Opportunities Portfolio - Global Opportunities Portfolio
|
|
|
|
26 000 |
62,50 |
1 305 |
33,44 |
|
2025-08-08 |
13F |
Calamos Advisors LLC
|
|
|
|
1 892 687 |
11,46 |
111 441 |
37,46 |
|
2025-08-12 |
13F |
AlphaCore Capital LLC
|
|
|
|
10 233 |
2,67 |
603 |
26,74 |
|
2025-07-02 |
13F |
Central Pacific Bank - Trust Division
|
|
|
|
10 620 |
1,29 |
625 |
25,00 |
|
2025-08-26 |
NP |
ANZAX - AllianzGI Convertible Fund Class A
|
|
|
|
185 330 |
12,97 |
10 912 |
39,34 |
|
2025-06-24 |
NP |
MCOAX - MainStay MacKay Convertible Fund Class A
|
|
|
|
240 100 |
112,01 |
12 053 |
74,13 |
|
2025-08-14 |
13F |
Shaolin Capital Management LLC
|
|
|
|
2 165 000 |
7,18 |
127 952 |
32,33 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
111 |
-9,02 |
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
1 570 |
132,25 |
92 |
187,50 |
|
2025-07-25 |
NP |
PACIX - Columbia Convertible Securities Fund Class A
|
|
|
|
170 000 |
36,00 |
8 702 |
20,33 |
|
2025-08-26 |
NP |
AZNAX - AllianzGI Income & Growth Fund Class A
|
|
|
|
217 320 |
19,97 |
12 796 |
47,97 |
|
2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
102 500 |
1,79 |
5 245 |
-9,56 |
|
2025-07-29 |
NP |
TORYX - Torray Fund
|
|
|
|
204 000 |
|
10 512 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
190 220 |
0,46 |
11 200 |
23,91 |
|
2025-08-26 |
NP |
GFSYX - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
707 |
141,30 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
3 100 |
1,64 |
183 |
25,52 |
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
138 251 |
16,96 |
8 140 |
44,28 |
|
2025-07-29 |
13F |
Portman Square Capital LLP
|
|
|
|
1 450 000 |
52,63 |
85 637 |
88,82 |
|
2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
754 756 |
32,53 |
44 440 |
63,46 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
21 |
|
0 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
162 282 |
30,17 |
10 |
80,00 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
246 498 |
95,70 |
14 514 |
141,36 |
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
3 201 |
27,99 |
188 |
57,98 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
75 200 |
97,63 |
89 |
144,44 |
|
2025-08-27 |
NP |
AAHYX - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
6 921 |
1,78 |
408 |
25,62 |
|
2025-08-13 |
13F |
River Road Asset Management, LLC
|
|
|
|
95 327 |
3,41 |
5 720 |
29,98 |
|
2025-08-13 |
13F |
Peloton Wealth Strategists
|
|
|
|
26 825 |
1,90 |
2 |
0,00 |
|
2025-08-14 |
13F |
BlueCrest Capital Management Ltd
|
|
|
|
208 790 |
39,78 |
12 294 |
72,39 |
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
3 420 215 |
4,62 |
201 382 |
29,03 |
|
2025-08-22 |
NP |
Tri-continental Corp
|
|
|
|
185 000 |
12,12 |
10 963 |
37,90 |
|
2025-08-07 |
13F |
Samalin Investment Counsel, LLC
|
|
|
|
9 149 |
0,13 |
539 |
23,39 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
469 700 |
10,52 |
553 |
36,54 |
|
2025-06-26 |
NP |
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
56 532 |
370,28 |
2 838 |
286,51 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
6 375 |
|
375 |
|
|
2025-08-14 |
13F |
Ssi Investment Management Llc
|
|
|
|
270 165 |
8,57 |
15 942 |
33,75 |
|
2025-06-26 |
NP |
AAINX - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
4 662 |
0,76 |
234 |
-17,02 |
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
19 819 |
13,72 |
1 167 |
40,14 |
|
2025-08-11 |
13F |
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
172 |
|
10 |
|
|
2025-07-25 |
NP |
CFIAX - Columbia Flexible Capital Income Fund Class A
|
|
|
|
225 000 |
7,14 |
11 517 |
-5,21 |
|
2025-06-26 |
NP |
MSTVX - Morningstar Alternatives Fund
|
|
|
|
|
|
538 |
-17,38 |
|
2025-08-12 |
13F |
Clearbridge Investments, LLC
|
|
|
|
506 342 |
54,25 |
29 813 |
90,24 |
|
2025-08-14 |
13F |
Lord, Abbett & Co. Llc
|
|
|
|
|
|
5 |
25,00 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB
|
|
|
|
5 500 |
10,00 |
324 |
35,71 |
|
2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
|
|
15 |
36,36 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
10 |
25,00 |
1 |
|
|
2025-08-15 |
NP |
SSIJX - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
61 895 |
192,63 |
3 652 |
260,51 |
|
2025-06-27 |
NP |
SPFF - Global X SuperIncome Preferred ETF
|
|
|
|
103 249 |
|
5 183 |
|
|
2025-07-28 |
NP |
QCON - American Century Quality Convertible Securities ETF
|
|
|
|
14 608 |
12,24 |
748 |
-0,27 |
|
2025-08-07 |
13F/A |
Credit Industriel Et Commercial
|
|
|
|
550 000 |
10,00 |
32 648 |
36,55 |
|