Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Columbia Seligman Premium Technology Growth Fund comprennent Balyasny Asset Management Llc, Pensionmark Financial Group, Llc, Colonial Trust Advisors, VSM Wealth Advisory, LLC, et Family Legacy Financial Solutions, 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 | 57 227 | 20,40 | 1 740 | 30,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 104 129 | 23,52 | 3 167 | 34,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 854 | 208 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 857 | 93,11 | 543 | 110,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 776 | 4,89 | 206 | 14,44 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 954 | 242 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 5 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 650 | 48,43 | 810 | 61,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 378 | 11 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 422 419 | 5,44 | 12 846 | 14,60 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 18 010 | 0,26 | 548 | 8,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164 374 | 11,99 | 4 999 | 21,72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 980 | 47,28 | 334 | 60,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 841 | 0,71 | 238 | 9,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 768 | 327 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 419 | 0,37 | 530 | 9,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 41 116 | 0,35 | 1 250 | 9,08 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 367 | 4,28 | 893 | 13,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 686 | 22,15 | 659 | 32,86 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7 699 | 1,61 | 234 | 10,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 758 | 206 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 257 | 11,08 | 403 | 21,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 596 | 16,10 | 292 | 25,97 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 15 204 | 462 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 8 078 | 0,02 | 226 | -12,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 698 | 1 332,95 | 264 | 1 550,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289 477 | 0,34 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 640 | 2,05 | 80 | 11,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 298 699 | 3,65 | 9 083 | 12,65 |
