Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Parnassus Income Funds - Parnassus Core Select ETF include Cambridge Investment Research Advisors, Inc., Financial Insights, Inc., SOL Capital Management CO, Ethic Inc., First Manhattan Co, HighTower Advisors, LLC, Gts Securities Llc, Glenmede Investment Management, LP, Glenmede Trust Co Na, Avalon Trust Co, and Bank Of America Corp /de/ .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Ethic Inc. | 25,740 | 653 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,000 | 25 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,335 | 289 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68,407 | 373.04 | 2 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 500 | 13 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,694 | 293.28 | 69 | 353.33 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,000 | 23 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 800 | 20 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 58,025 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 245,859 | 6 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 18,145 | 462 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 11,776 | 22.92 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 96,445 | 2,455 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,170 | 412 |
