Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Royce Small-Cap Trust, Inc. incluem Cerity Partners LLC, Fortem Financial Group, Llc, Tiaa-cref Individual & Institutional Services, Llc, Sage Private Wealth Group, Llc, Wedmont Private Capital, Strategic Blueprint, LLC, Zacks Investment Management, Prosperity Bancshares Inc, Community Financial Services Group, LLC, Ubs Asset Management Americas Inc, Fairway Wealth LLC, Western Wealth Management, LLC, Osbon Capital Management Llc, Golden State Equity Partners, Anfield Capital Management, LLC, Beaird Harris Wealth Management, LLC, Hager Investment Management Services, Llc, Nemes Rush Group LLC, e Whittier Trust Co Of Nevada Inc .
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 | Independent Advisor Alliance | 15,651 | 260 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 26,540 | 16.01 | 441 | 19.57 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1,490 | 25 | ||||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 13,250 | 0.06 | 220 | 2.82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 59,316 | 57.84 | 985 | 62.64 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 53,292 | 4.15 | 885 | 7.41 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,691,675 | 14.52 | 28,082 | 18.07 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 26 | 0 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 82,083 | 0.52 | 1,363 | 3.65 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8 | 0 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 15,860 | 1.78 | 263 | 5.20 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 565 | 1.80 | 9 | 12.50 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 161 | 3 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2,999 | 1.83 | 50 | 4.26 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 47,796 | 793 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 11,402 | 1.83 | 189 | 5.00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1,331,546 | 22 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 22,954 | 126.33 | 381 | 133.74 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 19,545 | 0.80 | 324 | 3.85 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16,777 | 10.89 | 283 | 16.46 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 344,827 | 1.85 | 5,724 | 5.03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24,830 | 412 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1,862 | 1.86 | 31 | 3.45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 71,231 | 1,182 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 10,787 | 1.12 | 179 | 4.68 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 5,178 | 86 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 74,571 | 5.36 | 1,238 | 8.60 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 32,513 | 2.08 | 540 | 5.27 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 65,470 | 15.32 | 1,087 | 18.95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 62,279 | 131.62 | 1,034 | 139.12 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10,788 | 179 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 170,896 | 0.23 | 2,837 | 3.32 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 189,145 | 0.53 | 3,140 | 3.63 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 11,068 | 1.85 | 184 | 5.17 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,300 | 22 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 16,277 | 1.76 | 270 | 5.06 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 5 | 0 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 929 | 15 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 118,241 | 362.37 | 1,963 | 377.37 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,279,577 | 1.00 | 37,841 | 4.13 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 51,425 | 9.47 | 854 | 12.83 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 109 | 2.83 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 16,088 | 267 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3,918 | 67 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,624,774 | 0.81 | 26,971 | 3.94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 11,419 | 576.48 | 190 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 43,560 | 12.09 | 723 | 15.68 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 182,851 | 0.39 | 3,035 | 3.51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,222 | 529.90 | 20 | 533.33 | ||||
| 2026-04-20 | 13F | City State Bank | 472 | 1.72 | 8 | 0.00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 24,626 | 0.19 | 409 | 3.29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19,241 | 54.96 | 319 | 60.30 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 216,884 | 14.23 | 3,600 | 17.80 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 152,777 | 47.81 | 2,536 | 52.40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 50,219 | 2.15 | 834 | 5.31 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 402 | 1.77 | 7 | 0.00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 356 | 3.19 | 6 | 0.00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 276,056 | 65.41 | 4,583 | 70.59 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 779 | 13 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3,701 | 176.40 | 61 | 190.48 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 4,047 | 67 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 601,975 | 0.52 | 9,993 | 3.63 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 5,469 | 67.86 | 91 | 73.08 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2,000 | 33 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13,146 | 3.07 | 218 | 6.34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18,595 | 4.44 | 309 | 7.69 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,071 | 51 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 122,485 | 37.50 | 2,033 | 41.77 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 19,022 | 4.95 | 316 | 8.25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 120,196 | 0.27 | 2 | 0.00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 16,634 | 1.49 | 311 | 6.16 | ||||
| 2026-05-06 | 13F | Alexander Randolph Advisory Inc | 34,537 | 1.85 | 573 | 5.14 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 26,783 | 1.81 | 445 | 4.96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 7 | 0 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 14,074 | 1.85 | 234 | 4.95 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 294,684 | 126.50 | 4,892 | 133.57 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 15,677 | 260 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 11,023 | 193 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 453,148 | 6.92 | 7,522 | 10.24 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 88 | 1 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 25,938 | 4.08 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 24,013 | 399 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 634 | 411.29 | 11 | 900.00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 57,270 | 7.31 | 951 | 10.59 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 18,096 | 1.85 | 300 | 4.90 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 825,089 | 5.32 | 13,696 | 8.59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 85,992 | 20.09 | 1,427 | 23.87 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 36 | |||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 601 | 1.86 | 10 | 0.00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 61,204 | 2.36 | 1,016 | 5.61 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 29,225 | 23.63 | 485 | 27.63 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 34,992 | 14.33 | 581 | 17.89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 240,212 | 4.58 | 3,988 | 7.82 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 17,388 | 289 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 161,158 | 10.31 | 2,671 | 13.52 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 86,511 | 8.35 | 1,436 | 11.75 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28,318 | 1.30 | 470 | 4.44 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 24,583 | 1.85 | 417 | 7.47 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 10,788 | 179 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 12,579 | 0.02 | 209 | 2.97 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 41,892 | 2.49 | 695 | 5.62 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 137 | 9.60 | 2 | 0.00 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 11,552 | 5.59 | 192 | 8.52 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5,836,337 | 1.90 | 96,883 | 5.06 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 653,774 | 0.23 | 10,853 | 3.33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 217,046 | 1.94 | 3,603 | 5.11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27,378 | 0.18 | 454 | 3.18 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 25,298 | 1.67 | 420 | 4.75 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 47,796 | 793 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 29,776 | 127.00 | 494 | 134.12 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 177,803 | 1.89 | 2,952 | 5.06 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 249 | 4 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15,724 | 1.83 | 261 | 5.24 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 14,080 | 234 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 33,044 | 5.38 | 549 | 8.73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,657 | 28 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 38 | 1 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 112,755 | 57.49 | 1,872 | 62.41 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 327 | 1.87 | 5 | 0.00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 21,930 | 0.17 | 364 | 3.41 |
