Who owns REGAN FLOATING RATE MBS?

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Analyze quarterly positions in Regan Floating Rate Mbs with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Regan Floating Rate Mbs stock

Who bought or sold REGAN FLOATING RATE MBS this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Castleview Partners 831k $21M 5% Sep 2024
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HBW Advisory Services 447k $12M 2180% Sep 2024
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VisionPoint Advisory Group 441k $11M 92% Sep 2024
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WealthPlan Investment Management 371k $9.5M 100% Sep 2024
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Orion Portfolio Solutions 292k $7.5M 100% Sep 2024
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Access Financial Services 216k $5.5M -1% Sep 2024
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Biltmore Family Office 180k $4.6M 32% Sep 2024
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Sterneck Capital Management 178k $4.6M 34% Sep 2024
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Feltz Wealth PLAN 175k $4.5M 100% Sep 2024
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AlphaMark Advisors 135k $3.5M 2233% Sep 2024
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Camarda Wealth Advisory 116k $3.0M 68% Sep 2024
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Apollon Wealth Management 115k $2.9M 100% Sep 2024
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Auour Investments 104k $2.7M 20% Sep 2024
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Goldman Sachs Group 89k $2.2M 100% Jun 2024
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WESPAC Advisors 80k $2.1M 9% Sep 2024
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Sanctuary Advisors 72k $1.8M 100% Sep 2024
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Kingswood Wealth Advisors 35k $883k 0% Sep 2024
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Acorn Wealth Advisors 29k $735k 72% Jun 2024
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Cherry Creek Investment Advisors 28k $724k -4% Sep 2024
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Iams Wealth Management 28k $718k 149% Sep 2024
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Jane Street 25k $632k -59% Sep 2024
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Jpmorgan Chase & Co 22k $560k 100% Sep 2024
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Stegent Equity Advisors 21k $526k 80% Sep 2024
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Dynamic Advisors Solutions 12k $314k 100% Sep 2024
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Townsquare Capital 12k $305k 0% Sep 2024
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Flow Traders US 11k $268k 100% Sep 2024
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Citadel Advisors 8.4k $215k 100% Sep 2024
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Advisor Group Holdings 1.5k $37k 100% Sep 2024
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CWM 198.00 $5.0k 100% Sep 2024
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Who sold out of Regan Floating Rate Mbs?

Fund or Company Name Date Sold Shares Held Valued At
Arete Wealth Advisors Mar 2024 18k $459k