Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Alger Funds - Concentrated Equity Fund incluem Cora Capital Advisors Llc, Wells Fargo & Company/mn, Proactive Wealth Strategies LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Wealth Management Partners, LLC, Roman Butler Fullerton & Co, TritonPoint Partners, LLC, Stonebridge Financial Group, LLC / MO, R. W. Roge & Company, Inc., Capital Investment Advisory Services, LLC, Marshall Investment Management, Llc, Berbice Capital Management LLC, e Morgan Stanley .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 73,510 | 619.35 | 2,288 | 551.57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11,068 | 344 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 29,740 | 926 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 31,899 | 112.43 | 993 | 92.25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 15,101 | 38.91 | 470 | 25.67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26,664 | 26.10 | 830 | 14.19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136,631 | 23.77 | 4,252 | 12.02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16,082 | 15.50 | 500 | 4.60 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 216,697 | 0.69 | 6,744 | -8.87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18,343 | 24.05 | 571 | 12.20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2,043 | 64 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206,284 | 24.62 | 7,092 | 141,740.00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 13,502 | 420 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33,149 | 15.67 | 1,032 | 4.67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17,750 | 12.70 | 552 | 2.03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 31,445 | 1.62 | 979 | -8.00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 41,468 | 16.12 | 1,290 | 5.13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 70,439 | 25.31 | 2 | 100.00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29,354 | 189.74 | 913 | 162.36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7,021 | 5.72 | 218 | -4.39 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 94,077 | 2.50 | 2,973 | -2.53 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 15,505 | 512 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,339,223 | 24.49 | 41,677 | 12.69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2,175 | 16.00 | 68 | 4.69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33,757 | 2.86 | 1,051 | -6.91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206,663 | 8.28 | 6,431 | -1.98 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5,027,082 | 36,275.41 | 156,443 | 32,835.16 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 55,514 | 0.22 | 1,728 | -9.30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7,993 | 4.96 | 249 | -4.98 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77,595 | 2,415 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23,666 | 737 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5,682 | 177 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 1,300 | 40 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 411,060 | 6.20 | 12,792 | -3.87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 50,382 | 19.06 | 1,568 | 7.77 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10,123 | 27.22 | 315 | 15.38 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 90,100 | 2,804 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 17,337 | 540 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 11,307 | 0 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 86,866 | 268.23 | 2,703 | 233.29 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 65,200 | 5.98 | 2,029 | -4.07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 721,661 | 26.62 | 22,458 | 14.62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,020 | 32 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13,689 | 426 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 40,130 | 23.02 | 1,249 | 11.33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17,681 | 550 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12,737 | 396 |
