Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Barings Corporate Investors comprennent Patriot Investment Management Inc., Farther Finance Advisors, LLC, et Kingsview Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 58 794 | 16,33 | 1 273 | 7,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 504 | 4,20 | 574 | -3,69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 237 886 | 0,88 | 5 153 | -6,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100 753 | 4,08 | 2 182 | -3,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 232 | 76,41 | 222 | 63,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 59 483 | 44,95 | 1 288 | 34,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 137 | 46 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 034 | 2,32 | 456 | -5,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18 105 | 56,96 | 392 | 45,19 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 226 071 | 3,34 | 4 897 | -4,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 306 | 332 | ||||||
| 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 | 238 607 | 38,74 | 4 975 | 37,67 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 21 167 | 19,76 | 457 | 15,11 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 1 872 | -9,09 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 68 100 | 1 475 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 61 418 | 1,48 | 1 330 | -6,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 258 | -7,55 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 103 | 1,85 | 24 | -8,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 176 900 | 4,16 | 3 832 | -3,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 74 745 | 6,73 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 3 677 | -7,71 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 48 045 | 0,33 | 1 041 | -7,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38 019 | 21,88 | 823 | 12,59 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 362 189 | 9,18 | 7 845 | 0,89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19 238 | 417 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 613 | 773,91 | 57 | -85,79 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 43 966 | 7,29 | 952 | -0,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 103 609 | 4,23 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 771 | 5,88 | 948 | -2,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 814 | 451 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 38 320 | 1,96 | 830 | -5,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 132 | 14,73 | 109 | 6,86 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 24 455 | 1,98 | 530 | -5,87 |
