Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Telefónica, S.A. - Depositary Receipt (Common Stock) comprennent Vestmark Advisory Solutions, Inc., Glenmede Investment Management, LP, Providence Wealth Advisors, LLC, Quadrature Capital Ltd, BCJ Capital Management, LLC, Verition Fund Management LLC, Putnam Fl Investment Management Co, Capital Performance Advisors Llp, AlphaCore Capital LLC, Wrapmanager Inc, Atwood & Palmer Inc, Twin Peaks Wealth Advisors, LLC, Dunhill Financial, LLC, Bare Financial Services, Inc, Principia Wealth Advisory, LLC, Stephens Consulting, LLC, Salomon & Ludwin, LLC, Blume Capital Management, Inc., et St Germain D J Co 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 097 | 6 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 59 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 272 | 47,90 | 153 | 66,30 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 182 149 | 46,79 | 953 | 64,71 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 784 | 1,71 | 77 | 14,93 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 16 909 | 88 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 34 666 | 5,68 | 162 | 18,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 559 940 | 26,21 | 2 928 | 41,65 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 83 094 | 207,76 | 440 | 252,00 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 44 000 | 25,71 | 230 | 41,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 447 | 173,41 | 13 | 200,00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3 083 | 7,20 | 16 | 23,08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 95 513 | 73,39 | 445 | 101,36 | ||||
| 2025-03-26 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 17 867 | 67,50 | 72 | 46,94 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 123 | 317,47 | 6 | 400,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14 945 | 26,11 | 78 | 41,82 | ||||
| 2025-08-12 | 13F | Providence Wealth Advisors, LLC | 24 548 | 132 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 175 597 | 1,34 | 925 | 14,50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 142 190 | 1,31 | 744 | 13,61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 37 547 | 19,06 | 196 | 34,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 61 705 | 162,44 | 323 | 195,41 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 203 | 36,09 | 6 | 50,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 628 | 121,20 | 9 | 166,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19 500 | 9,55 | 102 | 23,17 | |||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 47 394 | 5,88 | 248 | 18,75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 804 | 110,35 | 93 | 138,46 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 176 439 | 16,79 | 923 | 31,15 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 53 027 | 0,05 | 277 | 12,60 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 112 145 | 0,01 | 587 | 12,26 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 12 913 | 9,03 | 68 | -34,95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 80 228 | 15,02 | 420 | 28,92 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 104 396 | 9,30 | 546 | 22,47 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 64 229 | 31,11 | 336 | 46,93 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc 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 | 1 464 729 | 9,16 | 7 778 | 31,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 288 825 | 12,95 | 11 971 | 26,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 37 717 | 13,52 | 197 | 27,92 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 442 570 | 3,19 | 33 695 | 15,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15 794 | 83 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 579 | 10,19 | 8 | 33,33 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 703 | 32,64 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 52 490 | 13,10 | 0 | |||||
| 2025-07-25 | 13F | Natural Investments, Llc | 34 961 | 47,77 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26 600 | 31,87 | 138 | 48,39 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 485 | 70,99 | 23 | 91,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56 540 | 170,62 | 296 | 204,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 548 | 27,44 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 246 | 1 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 1 007 166 | 5 440 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 343 064 | 7,07 | 1 800 | 18,98 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 356 146 | 16,41 | 1 863 | 30,67 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 44 485 | 44,65 | 207 | 68,29 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 853 451 | 5,91 | 20 154 | 18,87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 20 909 | 108,05 | 109 | 136,96 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 105 560 | 4,04 | 552 | 16,95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 11 181 | 58 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 10 533 | 47 | ||||||
| 2025-08-29 | NP | PPYIX - PIMCO RAE International Fund Institutional Class | 2 624 870 | 10,78 | 13 815 | 23,70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 425 | 0,90 | 91 | 13,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 144 | 1 097,69 | 22 | 2 000,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 457 010 | 0,11 | 12 849 | 12,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 376 | 13,32 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 573 | 1 748,39 | 3 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 780 285 | 99,54 | 4 081 | 123,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 641 | 23,84 | 307 | 39,09 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8 465 | 44 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 28 995 | 18,05 | 157 | 36,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27 141 | 20,08 | 142 | 34,29 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 76 512 | 46,95 | 400 | 65,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 989 | 6,74 | 21 | 33,33 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 14 142 | 74 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 51 939 | 272 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 48 037 | 64,16 | 251 | 84,56 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 10 700 | 56 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 355 | 2 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 192 | 2,60 | 17 | 14,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 177 023 | 76,68 | 926 | 98,50 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 12 300 | 1 018,18 | 64 | 1 180,00 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | 3 399 | 18 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 29 | 0 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 497 772 | 35,55 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 26 307 | 138 | ||||||
| 2025-07-11 | 13F | Mitchell & Pahl Private Wealth, Llc | 154 853 | 4,78 | 810 | 17,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 267 300 | 1,12 | 1 398 | 13,48 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 21 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 668 | 3 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 46 501 | 162,39 | 243 | 196,34 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 10 123 | 53 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18 049 | 44,09 | 94 | 62,07 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 17 404 | 6,56 | 91 | 19,74 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 539 | 8 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3 354 | 2,38 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 81 790 | 143,74 | 428 | 173,72 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 752 600 | 17,82 | 9 166 | 32,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 785 | 61,86 | 4 | 300,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 787 | 14,56 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 16 819 | 1 746,21 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 4 900 | 4 800,00 | 0 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 199 384 | 14,24 | 1 043 | 28,17 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26 305 | 68,73 | 138 | 90,28 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 137 | 1 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 100 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 73 | 0 | ||||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 302 281 | 2 896,44 | 1 581 | 3 261,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 140 727 | 255,03 | 1 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 24 108 | 56,48 | 126 | 77,46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 31 287 | 9,96 | 169 | 28,03 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 83 788 | 438 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 147 559 | 23,05 | 688 | 42,53 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 24 438 | 128 | ||||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 10 531 | 0,45 | 55 | 3,77 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 73 | 0 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 34 039 | 9,05 | 178 | 22,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 10 995 | 2,89 | 58 | 16,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 21 077 | 10,15 | 110 | 23,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 236 165 | 99,22 | 1 235 | 123,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 138 148 | 267,87 | 723 | 314,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 19 400 | 1 112,50 | 101 | 1 342,86 | |||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 93 346 | 5,83 | 488 | 18,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 86 231 | 65,25 | 451 | 85,19 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 424 983 | 5,68 | 2 206 | 16,67 |
