Who owns REGAN FLOATING RATE MBS?
- Ticker: MBSF
- CUSIP Number: 92046l338
Tip: Access positions for across all investors
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 | 1.1M | $27M | 22% | Sep 2025 |
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| WealthPlan Investment Management | 468k | $12M | 5% | Sep 2025 |
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| VisionPoint Advisory Group | 405k | $10M | 0% | Sep 2025 |
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| Auour Investments | 274k | $7.0M | 76% | Sep 2025 |
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| Biltmore Family Office | 273k | $7.0M | -4% | Sep 2025 |
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| HBW Advisory Services | 265k | $6.7M | -19% | Sep 2025 |
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| State of New Jersey Common Pension Fund D | 200k | $5.1M | 0% | Sep 2025 |
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| CWC Advisors | 190k | $4.8M | -27% | Sep 2025 |
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| Sterneck Capital Management | 186k | $4.7M | 2% | Sep 2025 |
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| Exchange Traded Concepts | 165k | $4.2M | -2% | Sep 2025 |
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| EP Wealth Advisors | 139k | $3.5M | 100% | Jun 2025 |
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| Feltz Wealth PLAN | 124k | $3.2M | 1% | Sep 2025 |
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| Camarda Wealth Advisory | 122k | $3.1M | 1% | Sep 2025 |
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| Apollon Wealth Management | 108k | $2.8M | -12% | Sep 2025 |
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| CLS Investments | 93k | $2.4M | 4% | Sep 2025 |
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| WESPAC Advisors | 79k | $2.0M | 10% | Sep 2025 |
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| BlackDiamond Wealth Management | 75k | $1.9M | -3% | Sep 2025 |
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| Armis Advisers | 72k | $1.8M | -16% | Sep 2025 |
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| Jane Street | 71k | $1.8M | 100% | Sep 2025 |
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| Goss Wealth Management | 59k | $1.5M | 6% | Sep 2025 |
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| Endeavor Private Wealth | 45k | $1.1M | 27% | Sep 2025 |
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| BEAM Asset Management | 43k | $1.1M | 16% | Sep 2025 |
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| Iams Wealth Management | 40k | $1.0M | 58% | Sep 2025 |
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| Touchstone Capital | 37k | $949k | 100% | Sep 2025 |
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| Citadel Advisors | 29k | $744k | 29% | Sep 2025 |
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| Dynamic Advisors Solutions | 28k | $707k | -2% | Sep 2025 |
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| Acorn Wealth Advisors | 24k | $598k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 21k | $546k | 37% | Sep 2025 |
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| Kingswood Wealth Advisors | 20k | $512k | -31% | Sep 2025 |
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| Global View Capital Management | 16k | $409k | 17% | Sep 2025 |
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| Summit Financial | 12k | $309k | 100% | Sep 2025 |
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| J.w. Cole Advisors | 12k | $304k | 26% | Sep 2025 |
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| Silver Oak Securities | 12k | $293k | 42% | Sep 2025 |
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| J2 Capital Management | 10k | $262k | 0% | Sep 2025 |
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| Chicago Partners Investment | 10k | $263k | -7% | Sep 2025 |
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| Crossmark Global Holdings | 10k | $258k | 0% | Sep 2025 |
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| Stegent Equity Advisors | 9.4k | $240k | -45% | Sep 2025 |
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| Flow Traders US | 8.7k | $222k | -46% | Sep 2025 |
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| Weaver Consulting Group | 8.1k | $205k | -30% | Sep 2025 |
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| Advisor Group Holdings | 7.6k | $194k | 15% | Sep 2025 |
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| Fwl Investment Management | 1.4k | $36k | 0% | Sep 2025 |
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| CWM | 209.00 | $5.0k | 1% | Sep 2025 |
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Who sold out of Regan Floating Rate Mbs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 188k | $4.8M |
| Atria Investments | Jun 2025 | 36k | $910k |
| Cherry Creek Investment Advisors | Jun 2025 | 19k | $485k |
| Q3 Asset Management | Jun 2025 | 18k | $470k |
| Intl Fcstone | Jun 2025 | 15k | $378k |
| Secure Asset Management | Jun 2025 | 9.3k | $237k |
| Opal Wealth Advisors | Jun 2025 | 3.7k | $95k |
| Concorde Financial Corp | Jun 2025 | 501.00 | $13k |
| Raymond James Financial | Jun 2025 | 229.00 | $5.8k |