Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Credit Suisse High Yield Credit Fund termasuk VestGen Advisors, LLC, Kovack Advisors, Inc., Johnson Investment Counsel Inc, True Link Financial Advisors, LLC, dan Medallion Wealth Advisors, LLC .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Park Avenue Securities Llc | 513.395 | 4,04 | 1 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.517.614 | 313,90 | 4.783 | 293,34 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 31.220 | 173,07 | 59 | 168,18 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 121.540 | 231 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 33.765 | 27,41 | 64 | 20,75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 205.210 | 112,32 | 390 | 101,55 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 527 | 1 | ||||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 3.143.911 | 5.565 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 78.758 | 0,02 | 150 | -5,10 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 35.400 | 67 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1.192.803 | 20,52 | 2.266 | 14,50 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 97.380 | 129,38 | 185 | 120,24 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.350 | 3 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 583.794 | 3,84 | 1.109 | -1,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 415.826 | 522,27 | 832 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45 | 0 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 21.726 | 41 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 372.931 | 784,35 | 709 | 742,86 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 10.686 | 0,59 | 20 | -4,76 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53.267 | 198,38 | 101 | 188,57 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 12.000 | 23 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.086 | 2,42 | 25 | -4,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 43.766 | 0,20 | 83 | -4,60 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 158.866 | 5,89 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16.402 | 31 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 38.735 | 69 | ||||||
| 2026-05-12 | 13F | First Western Trust Bank | 250.000 | 400,00 | 475 | 375,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36.208 | 81,48 | 69 | 74,36 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.866 | 100,00 | 4 | 200,00 |
