Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Woori Financial Group Inc. - Depositary Receipt (Common Stock) comprennent Vise Technologies, Inc., Lazard Asset Management Llc, Principal Street Partners, LLC, Simon Quick Advisors, Llc, Evergreen Capital Management Llc, HB Wealth Management, LLC, Wealthstream Advisors, Inc., Profund Advisors Llc, Glenmede Investment Management, LP, Drive Wealth Management, Llc, Frank, Rimerman Advisors LLC, MAI Capital Management, REMG - Emerging Markets Equity Active ETF, SRS Capital Advisors, Inc., Westside Investment Management, Inc., Raymond James Financial Inc, Brown Brothers Harriman & Co, Twin Peaks Wealth Advisors, LLC, Parkside Financial Bank & Trust, et Pinnacle Bancorp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 12 225 | 2,05 | 650 | 48,74 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 100 704 | 27,95 | 5 008 | 90,64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 568 | 7 366,67 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 117 759 | 2,08 | 5 856 | 52,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 30 027 | 19,96 | 1 493 | 78,80 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6 301 | 313 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 042 | 51,90 | 51 | 131,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 89 110 | 3,11 | 4 431 | 53,64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 363 718 | 388 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 327 | 215 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 43 212 | 2,10 | 2 149 | 52,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 511 459 | 8,24 | 75 165 | 61,26 | ||||
| 2025-05-08 | NP | QGBLX - Quantified Global Fund Investor Class | 15 723 | 1 425,02 | 525 | 1 537,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 84 072 | 48,96 | 4 181 | 121,99 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 512 | 25 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 22 613 | 843,78 | 1 125 | 1 322,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 549 | 30,44 | 574 | 94,58 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 429 | 187,19 | 171 | 327,50 | ||||
| 2025-06-23 | NP | UUPIX - Ultraemerging Markets Profund Investor Class | 884 | 6,38 | 33 | 18,52 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 865 | 18,08 | 590 | 76,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 984 | 551,66 | 48 | 860,00 | ||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 6 385 | 10,56 | 237 | 25,53 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 185 | 41,16 | 457 | 110,14 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 250 | 12,44 | 361 | 67,44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 296 | 15 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 36 171 | 19,98 | 1 799 | 78,73 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 507 | 5,89 | 324 | 57,56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17 172 | 1 593,49 | 854 | 2 484,85 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4 453 | 221 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 53 059 | 2,29 | 2 639 | 52,40 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 140 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 171 | 25,51 | 58 | 70,59 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28 737 | 4,79 | 1 429 | 56,17 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 6 359 | 316 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 27 799 | 9,06 | 1 381 | 62,47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38 041 | 88,67 | 1 892 | 180,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 | 1 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 10 778 | 4,37 | 536 | 55,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 34 876 | 71,40 | 1 734 | 155,38 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 566 | 3,50 | 186 | 10,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 949 | 1 255,71 | 47 | 2 250,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 6 896 | 0,09 | 383 | 47,49 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 65 522 | 1,19 | 3 258 | 50,76 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 058 | 0,92 | 351 | 50,21 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 444 | 14,43 | 22 | 83,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41 310 | 9,10 | 2 054 | 62,63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 21 850 | 27,49 | 1 087 | 89,86 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 373 | 577,53 | 516 | 909,80 | ||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 4 829 | 240 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 880 | 273,76 | 93 | 481,25 | ||||
| 2025-08-07 | 13F | Profund Advisors Llc | 5 160 | 257 | ||||||
| 2025-08-08 | 13F | Creative Planning | 261 811 | 25,83 | 13 020 | 87,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 483 | 24 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 143 | 8,57 | 405 | 61,60 | ||||
| 2025-07-28 | NP | NSI - National Security Emerging Markets Index ETF | 3 273 | 38,51 | 136 | 70,00 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6 148 | 306 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 62 221 | 10,96 | 3 094 | 76,60 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 30 416 | 6,57 | 1 268 | 30,59 | ||||
| 2025-06-26 | NP | DFSE - Dimensional Emerging Markets Sustainability Core 1 ETF | 4 147 | 14,75 | 154 | 29,66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 583 | 4,94 | 427 | 56,04 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 894 | 59,52 | 194 | 138,27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20 438 | 0,25 | 1 016 | 49,41 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 380 | 155,03 | 19 | 350,00 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 145 | 168,52 | 7 | 600,00 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 6 900 | 343 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 681 | 34 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 150 | 3 282,35 | 57 | 5 600,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 40 994 | 23,48 | 2 039 | 83,94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 178 | 8,46 | 556 | 61,34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 057 241 | 7,33 | 102 307 | 59,91 | ||||
| 2025-08-27 | NP | RYWTX - Emerging Markets 2x Strategy Fund Class A | 1 172 | 154,23 | 58 | 286,67 | ||||
| 2025-08-20 | NP | REMG - Emerging Markets Equity Active ETF | 2 485 | 124 | ||||||
| 2025-08-11 | 13F | B. Metzler seel. Sohn & Co. AG | 39 257 | 1,55 | 1 952 | 51,32 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 90 571 | 15,96 | 4 503 | 72,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 055 | 13,70 | 948 | 69,41 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 17 614 | 42,85 | 876 | 112,90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99 | 37,50 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 8 744 | 133,30 | 435 | 247,20 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 105 012 | 9,15 | 5 150 | 57,99 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 91 | 62,50 | 5 | 300,00 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1 284 | 2,64 | 64 | 53,66 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 7 469 | 0,21 | 371 | 49,60 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 12 633 | 1 | ||||||
| 2025-08-26 | NP | Profunds - Profund Vp Emerging Markets | 3 760 | 14,01 | 187 | 69,09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4 811 | 239 | ||||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 24 346 | 7,89 | 1 211 | 60,69 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 947 | 246 | ||||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 31 007 | 45,81 | 1 149 | 65,32 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8 844 | 6,35 | 440 | 58,48 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 057 | 749 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 139 | 131,67 | 7 | 200,00 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 128 924 | 0,85 | 6 | 50,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 430 | 40,10 | 4 000 | 108,72 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 143 | 8 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 172 | 9 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 65 | 3 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 411 | 20,53 | 20 | 81,82 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 13 440 | 1,36 | 668 | 51,13 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5 425 | 270 | ||||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 6 071 | 0,58 | 302 | 49,75 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5 224 | 260 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 28 | 833,33 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322 | 16 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 7 102 | 0,98 | 353 | 50,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 729 | 285 |
