Who owns REGAN FLOATING RATE MBS?
- Ticker: MBSF
- CUSIP Number: 92046l338
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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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Who bought or sold REGAN FLOATING RATE MBS this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |