Activist 13D/13G Filings - Integrated Wealth Concepts LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportFiling
2021-02-16
10:08 am
Purchase
13GHUNTINGTON BANCSHARES INC
HBAN
Integrated Wealth Concepts LLC52,529
5.25%
52,529increase
(New Position)
View
2021-02-12
7:39 pm
Purchase
13GINVESCO ET SF IDXD FD TR BULLE
BSJP
Integrated Wealth Concepts LLC276,349
5.02%
276,349increase
(New Position)
View
2021-02-12
7:33 pm
Purchase
13GISHARES INC JP MORGAN EM LOCAL
LEMB
Integrated Wealth Concepts LLC617,224
5.23%
617,224increase
(New Position)
View
2021-02-12
7:26 pm
Purchase
13GJP MORGAN TR MUN ETF
JMUB
Integrated Wealth Concepts LLC65,764
6.92%
65,764increase
(New Position)
View
2021-02-12
7:24 pm
Purchase
13GJPMORGAN TR US AGGREGATE BOND
JAGG
Integrated Wealth Concepts LLC1,397,028
7.06%
1,397,028increase
(New Position)
View
2021-02-12
7:05 pm
Purchase
13GEATON VANCE 2021 TARGET TERM T
EHT
Integrated Wealth Concepts LLC1,844,407
8.59%
1,844,407increase
(New Position)
View