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【7342】ウェルスナビ
資産運用を全自動化したロボアドバイザーの開発・提供
| 保有者 | 2020.12 | 2021.6 | 2021.12 | 2022.6 | 2022.12 | 2023.6 | 2023.12 |
|---|---|---|---|---|---|---|---|
| 柴山 和久 | 10,461,900 (23.26%) |
11,086,045
(24.31%)
|
11,086,045
(23.59%)
|
11,088,045
(23.37%)
|
11,062,045
(22.86%)
|
10,829,587
(22.08%)
|
10,613,597
(21.44%)
|
| MORGAN STANLEY SMITH BARNEY LLC CLIENTS FULLY PAID SEG ACCOUNT (常任代理人 シティバンク、エヌ・エイ東京支店) | 3,155,650 (6.65%) |
3,155,650
(6.52%)
|
3,155,650
(6.43%)
|
3,155,650
(6.37%)
|
|||
| 株式会社日本カストディ銀行 (信託口) | 1,165,600 (2.45%) |
1,069,500
(2.21%)
|
1,481,500
(3.02%)
|
1,574,400
(3.18%)
|
|||
| NORTHERN TRUST CO.(AVFC) RE UKUC UCITS CLIENTS NON LENDING 10PCT TREATY ACCOUNT(常任代理人 香港上海銀行東京支店) | 886,800 (1.86%) |
1,025,800
(2.12%)
|
1,195,700
(2.43%)
|
1,256,800
(2.53%)
|
|||
| THE BANK OF NEW YORK 133652(常任代理人 株式会社みずほ銀行) | 701,000 (1.53%) |
844,000
(1.79%)
|
808,300
(1.64%)
|
1,110,300
(2.24%)
|
|||
| STATE STREET BANK AND TRUST COMPANY 505303(常任代理人 株式会社みずほ銀行) | 704,400 (1.54%) |
950,000
(2.02%)
|
1,325,000
(2.79%)
|
1,523,000
(3.14%)
|
1,523,000
(3.1%)
|
1,027,900
(2.07%)
|
|
| STATE STREET BANK AND TRUST COMPANY 505019 (常任代理人 株式会社みずほ銀行) | 909,600 (1.88%) |
915,200
(1.86%)
|
887,300
(1.79%)
|
||||
| 日本マスタートラスト信託銀行株式会社(信託口) | 1,209,800 (2.69%) |
836,500
(1.83%)
|
750,400
(1.59%)
|
1,255,900
(2.64%)
|
1,748,000
(3.61%)
|
1,292,100
(2.63%)
|
885,800
(1.79%)
|
| 株式会社SBI証券 | 805,700 (1.79%) |
801,400
(1.61%)
|
|||||
| J.P. MORGAN BANK LUXEMBOURG S.A. 384513 (常任代理人 株式会社みずほ銀行決済営業部) | 676,800 (1.36%) | ||||||
| NORTHERN TRUST CO.(AVFC) RE IEDU UCITS CLIENTS NON TREATY ACCOUNT 15.315 PCT (常任代理人 香港上海銀行) | 985,300 (2.19%) |
1,392,800
(3.05%)
|
1,412,800
(3.0%)
|
1,700,000
(3.58%)
|
1,700,000
(3.51%)
|
810,500
(1.65%)
|
|
| BANQUE PICTET AND CIE SA(常任代理人 株式会社三菱UFJ銀行) | 948,151 (1.99%) |
1,514,553
(3.13%)
|
698,425
(1.42%)
|
||||
| MLI FOR CLIENT GENERAL NON TREATY-PB(常任代理人 BOFA証券株式会社) | 1,403,735 (2.9%) | ||||||
| SSBTC CLIENT OMNIBUS ACCOUNT(常任代理人 香港上海銀行東京支店) | 789,400 (1.75%) |
848,800
(1.86%)
|
903,000
(1.92%)
|
1,211,339
(2.55%)
|
|||
| SBIホールディングス株式会社 | 3,162,540 (7.03%) |
3,162,540
(6.93%)
|
1,162,540
(2.47%)
|
1,162,540
(2.45%)
|
|||
| THE BANK OF NEW YORK MELLON 140051 (常任代理人 株式会社みずほ銀行) | 886,900 (1.94%) |
930,200
(1.97%)
|
|||||
| 株式会社日本カストディ銀行(信託口9) | 924,500 (1.96%) | ||||||
| BNYM SA/NV FOR BNYM FOR BNY GCM CLIENT ACCOUNTS M LSCB RD(常任代理人 株式会社三菱UFJ 銀行) | 776,042 (1.65%) | ||||||
| 協創プラットフォーム開発1号投資事業有限責任組合 | 1,175,088 (2.61%) |
1,175,088
(2.57%)
|
|||||
| J.P. MORGAN BANK LUXEMBOURG S.A. 381572(常任代理人 株式会社みずほ銀行) | 663,600 (1.45%) | ||||||
| INFINITY E.VENTURES ASIA III,L.P.(常任代理人 大和証券株式会社) | 1,032,700 (2.29%) | ||||||
| ジャパン・コインベスト2号投資事業有限責任組合 | 822,561 (1.82%) | ||||||
| MLI FOR CLIENT GENERAL OMNI NON COLLATERAL NON TREATY-PB (常任代理人 BofA証券株式会社) | 787,610 (1.75%) |
