Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Peoples Bancorp of North Carolina, Inc. comprennent
Nuveen, LLC,
Farther Finance Advisors, LLC,
Raymond James Financial Inc,
Police & Firemen's Retirement System of New Jersey,
PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional,
VYSVX - Vericimetry U.S. Small Cap Value Fund,
Hartland & Co., LLC,
et
Allworth Financial LP
.
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 (%) |
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
173 100 |
0,34 |
4 994 |
6,26 |
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
156 487 |
3,07 |
4 515 |
9,17 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1 150 |
94,26 |
33 |
106,25 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
6 551 |
2,63 |
189 |
8,67 |
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
21 366 |
15,14 |
616 |
21,98 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
952 |
34,84 |
26 |
30,00 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
341 |
1,19 |
9 |
0,00 |
|
2025-08-14 |
13F |
Maltese Capital Management Llc
|
|
|
|
45 000 |
22,09 |
1 298 |
29,28 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
125 |
58,23 |
4 |
50,00 |
|
2025-07-25 |
NP |
AFSM - First Trust Active Factor Small Cap ETF
|
|
|
|
3 830 |
0,24 |
105 |
5,00 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
6 |
20,00 |
0 |
|
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
996 |
|
29 |
|
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
6 |
|
0 |
|
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
2 420 |
|
70 |
|
|
2025-08-26 |
NP |
FDM - First Trust Dow Jones Select MicroCap Index Fund
|
|
|
|
15 332 |
4,09 |
442 |
10,22 |
|
2025-06-26 |
NP |
DFSTX - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
16 297 |
5,40 |
450 |
2,27 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
450 |
136,84 |
13 |
140,00 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
21 858 |
9,72 |
602 |
14,26 |
|
2025-08-12 |
13F |
Nuveen, LLC
|
|
|
|
7 069 |
|
204 |
|
|
2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
73 688 |
0,10 |
2 126 |
5,99 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
2 704 |
2,19 |
78 |
8,33 |
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
9 425 |
14,45 |
272 |
20,98 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
410 |
24,24 |
12 |
37,50 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
11 836 |
39,66 |
0 |
|
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
11 222 |
3,24 |
310 |
0,00 |
|
2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
35 162 |
115,23 |
1 014 |
127,87 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
501 |
2,45 |
14 |
0,00 |
|
2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
18 712 |
2,40 |
517 |
-0,77 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1 |
|
0 |
|
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
2 912 |
0,62 |
80 |
5,26 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
6 455 |
3,30 |
178 |
7,27 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
176 |
|
5 |
|
|
2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
34 082 |
0,21 |
983 |
6,16 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
2 578 |
3,74 |
71 |
1,43 |
|
2025-06-18 |
NP |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
1 040 |
112,68 |
29 |
115,38 |
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
60 421 |
2,37 |
1 743 |
8,46 |
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
1 816 |
2,19 |
52 |
8,33 |
|
2025-07-07 |
13F |
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
468 |
0,65 |
14 |
8,33 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
109 401 |
0,49 |
3 157 |
6,41 |
|
2025-08-29 |
NP |
BSVO - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
34 082 |
0,21 |
983 |
6,16 |
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
3 660 |
117,21 |
101 |
127,27 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
4 212 |
1 383,10 |
122 |
1 628,57 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
297 |
1 550,00 |
9 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
830 |
40,68 |
24 |
43,75 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
10 266 |
13,80 |
296 |
20,82 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
4 |
100,00 |
0 |
|
|
2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
9 707 |
20,11 |
267 |
25,35 |
|
2025-08-28 |
NP |
VYSVX - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
300 |
|
9 |
|
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
12 |
|
0 |
|
|
2025-08-26 |
NP |
PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
464 |
|
13 |
|
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
44 447 |
6,09 |
1 228 |
2,85 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
26 369 |
2,20 |
726 |
6,46 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
2 195 |
|
63 |
|
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
7 334 |
|
212 |
|
|