Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF incluem Econ Financial Services Corp, NewEdge Wealth, LLC, Cooper Financial Group, Synergy Investment Management, LLC, Northwestern Mutual Wealth Management Co, e International Assets Investment 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Fiduciary Trust Co | 85,284 | 48.88 | 2,022 | 47.48 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36,020 | 854 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 36,081 | 1 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3,277 | 0.92 | 78 | 0.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 110,358 | 26.27 | 2,617 | 25.05 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 501,916 | 1.80 | 11,900 | 0.82 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 67,562 | 94.83 | 1,602 | 92.89 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9,728 | 2.10 | 231 | 1.32 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 6,123 | 145 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2,095 | 4.75 | 50 | 4.26 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 112,890 | 1.77 | 2,677 | 0.79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5,728 | 136 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 67,620 | 1.01 | 1,603 | 0.06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,122 | 27 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25,104 | 21.24 | 1 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 33,694 | 0.76 | 799 | -0.25 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 313,055 | 16.68 | 7,423 | 15.55 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,127,349 | 26.31 | 97,859 | 25.10 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,224,877 | 53.28 | 52,752 | 51.80 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 132,867 | 169.12 | 3,172 | 168.50 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,000 | 47 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 459,055 | 18.12 | 10,884 | 16.98 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 28,830 | 39.92 | 684 | 38.54 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 24,633 | 584 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 700,318 | 5.17 | 16,605 | 4.17 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 263,627 | 38.14 | 6,332 | 38.62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 12,475 | 523.75 | 296 | 527.66 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 555,403 | 0.85 | 13,169 | -0.12 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20,675 | 60.66 | 490 | 59.09 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 21,594 | 5.17 | 512 | 4.07 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,298 | 31 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 68,857 | 1,633 | ||||||
| 2026-05-12 | 13F | Croban | 77,277 | 34.15 | 1,831 | 32.87 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12,252 | 290 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 151,150 | 51.05 | 3,584 | 49.54 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37,332 | 31.26 | 885 | 30.15 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 116,705 | 153.29 | 2,767 | 150.86 |
