Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF incluem Stifel Financial Corp, Wealth Enhancement Advisory Services, Llc, Jane Street Group, Llc, Hilltop Holdings Inc., Ameriprise Financial Inc, E&G Advisors, LP, PUREfi Wealth, LLC, Fifth Third Bancorp, e Western Wealth Management, LLC .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 30,971 | 1,294 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 107,891 | 65.14 | 4,509 | 72.13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14,689 | 64.40 | 618 | 72.63 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 34,818 | 73.11 | 1,455 | 80.52 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 99,642 | 165.41 | 4,164 | 176.68 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 5,100 | 213 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,731 | 72 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 123,168 | 6.33 | 5,147 | 10.81 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,354 | 57 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2,055 | 126.82 | 86 | 136.11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 252,158 | 155.14 | 10,538 | 165.88 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 25,550 | 1,087 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 43,534 | 117.18 | 1,819 | 126.53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 92,267 | 12.99 | 3,856 | 17.75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 25,682 | 88.01 | 1,073 | 96.16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 44,196 | 122.56 | 1,847 | 132.04 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 209,367 | 265.45 | 8,749 | 280.89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6,666 | 279 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 16,198 | 677 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 221,622 | 300.68 | 10,266 | 363.01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 120,431 | 14.01 | 5,033 | 18.82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 377,612 | 230.96 | 15,780 | 244.92 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7,415 | 4.41 | 300 | 5.28 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8,499 | 44.05 | 355 | 50.42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 79,268 | 8.82 | 3,179 | 10.50 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 361,772 | 72.51 | 15,118 | 79.78 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 21,774 | 168.25 | 934 | 165.81 | ||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 1,549,616 | 5.34 | 64,758 | 9.78 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10,975 | 459 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5,000 | 209 |
