Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Abrdn Life Sciences Investors comprennent Merit Financial Group, LLC, et Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 761 817 | 1,99 | 9 759 | 2,95 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 526 | 3,46 | 20 | 5,56 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24 955 | 3,40 | 320 | 4,25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29 633 | 3,20 | 380 | 4,12 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 160 173 | 0,94 | 2 052 | 1,89 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 142 920 | 13,85 | 1 831 | 14,88 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 143 098 | 5,12 | 1 833 | 6,14 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 950 | 1,70 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 703 | 2,84 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 35 321 | 112,18 | 452 | 114,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 659 | 3,41 | 188 | 4,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 375 | 10,98 | 30 | 7,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34 190 | 5,20 | 438 | 6,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 428 | 6,65 | 57 | 7,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 375 960 | 20,30 | 4 816 | 21,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 215 | 131 | ||||||
| 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 | 35 321 | 127,95 | 432 | 107,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30 459 | 28,75 | 390 | 30,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 497 | 1,90 | 134 | 3,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 265 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 451 336 | 514,27 | 5 782 | 519,06 | ||||
| 2025-08-14 | 13F | UBS Group AG | 42 084 | 12,50 | 539 | 13,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51 332 | 122,46 | 658 | 125,00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 31 062 | 32,57 | 398 | 33,67 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 468 | 176,92 | 6 | 150,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 341 959 | 0,32 | 4 380 | 1,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 801 | 6,72 | 151 | 7,86 | ||||
| 2025-08-14 | 13F | Clough Capital Partners L P | 24 850 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 21 782 | 6,69 | 279 | 7,72 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 36 743 | 2,80 | 471 | 3,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 842 | 3,04 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 28 431 | 9,86 | 364 | 10,98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Needham Investment Management Llc | 391 575 | 3,41 | 5 016 | 4,39 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 21 231 | 9,80 | 272 | 10,61 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 235 499 | 21,71 | 3 017 | 22,85 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 229 844 | 41,28 | 2 944 | 42,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 293 | 200,13 | 29 | 222,22 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 23 555 | 7,68 | 302 | 8,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 168 426 | 0,06 | 2 174 | 1,78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 766 209 | 47,76 | 9 815 | 49,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344 359 | 4,86 | 4 411 | 5,86 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 229 844 | 41,28 | 2 944 | 42,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33 167 | 13,89 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 13 994 | 2,94 | 179 | 4,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 | 100,00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 769 657 | 3,04 | 10 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 223 | 3,24 | 3 | 0,00 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 11 678 | 31,21 | 148 | 27,59 |
