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ícone de PFX

PhenixFIN
PFX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
US$ 7,22 mi +US$ 7,29 mi +172.675 Nova
22NW LP
2
22NW LP
Washington
US$ 4,93 mi – – –
Morgan Stanley
3
Morgan Stanley
New York
US$ 3,29 mi +US$ 316 mil +7.493 +11%
American Financial Group
4
American Financial Group
Ohio
US$ 2,69 mi – – –
Adalta Capital Management
5
Adalta Capital Management
New York
US$ 1,82 mi +US$ 1,02 mi +24.200 +126%
Confluence Investment Management
6
Confluence Investment Management
Missouri
US$ 1,01 mi +US$ 28,1 mil +665 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
US$ 689 mil – – –
GIM
8
Greenwich Investment Management
Connecticut
US$ 457 mil +US$ 461 mil +10.918 Nova
Linscomb Wealth
9
Linscomb Wealth
Texas
US$ 329 mil – – –
Thomas J. Herzfeld Advisors
10
Thomas J. Herzfeld Advisors
Florida
US$ 232 mil +US$ 95,1 mil +2.254 +69%
Osaic Holdings
11
Osaic Holdings
Arizona
US$ 197 mil -US$ 53,2 mil -1.261 -21%
RG
12
Retirement Group
California
US$ 164 mil -US$ 4,68 mil -111 -3%
Banque Cantonale Vaudoise
13
Banque Cantonale Vaudoise
Switzerland
US$ 105 mil – – –
Compagnie Lombard Odier SCmA
14
Compagnie Lombard Odier SCmA
Switzerland
US$ 105 mil – – –
UBS Group
15
UBS Group
Switzerland
US$ 16 mil -US$ 14 mil -331 -46%
Wells Fargo
16
Wells Fargo
California
US$ 11 mil – – –
Bank of America
17
Bank of America
North Carolina
US$ 8 mil – – –
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
US$ 5 mil – – –
Tower Research Capital (TRC)
19
Tower Research Capital (TRC)
New York
US$ 2 mil +US$ 2,07 mil +49 Nova
Millennium Management
20
Millennium Management
New York
– -US$ 391 mil -9.117 Encerrada
O'Shaughnessy Asset Management
21
O'Shaughnessy Asset Management
Connecticut
– -US$ 122 mil -2.852 Encerrada
Atlas Private Wealth Advisors
22
Atlas Private Wealth Advisors
New Jersey
– -US$ 23 mil -546 Encerrada
Accel Wealth Management
23
Accel Wealth Management
Iowa
– -US$ 12 mil -275 Encerrada
BDO Wealth Advisors
24
BDO Wealth Advisors
Florida
– -US$ 7 mil -170 Encerrada
Spire Wealth Management
25
Spire Wealth Management
Virginia
– -US$ 6 mil -130 Encerrada
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