Ameritas Investment Partners, Inc. historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Ameritas Investment Partners, Inc. opened 33 positions, added to 4, reduced 13 and sold out of 40.
- Q3 2025: Stock EVERGY INC; Country of operation United States; Class CONV; Shares before 2,415,000.
- Q3 2025: Stock BOFA FIN LLC; Country of operation United States; Class CONV; Shares before 2,570,000.
- Q3 2025: Stock PARSONS CORP DEL; Country of operation United States; Class CONV; Shares before 2,350,000.
- Q3 2025: Stock DUKE ENERGY CORP NEW; Country of operation United States; Class CONV; Shares before 2,250,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1055980), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-22); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | EVERGY INC
CUSIP 30034WAD8 | United States | CONV | 2,415,000 | 0 | -2,415,000 | $2,824,343 | $0 | -$2,824,343 | 2025-11-10 |
|---|
| Q3 2025 | BOFA FIN LLC
CUSIP 09709UV70 | United States | CONV | 2,570,000 | 0 | -2,570,000 | $2,510,890 | $0 | -$2,510,890 | 2025-11-10 |
|---|
| Q3 2025 | PARSONS CORP DEL
CUSIP 70202LAD4 | United States | CONV | 2,350,000 | 0 | -2,350,000 | $2,498,050 | $0 | -$2,498,050 | 2025-11-10 |
|---|
| Q3 2025 | DUKE ENERGY CORP NEW
CUSIP 26441CBY0 | United States | CONV | 2,250,000 | 0 | -2,250,000 | $2,380,500 | $0 | -$2,380,500 | 2025-11-10 |
|---|
| Q3 2025 | TETRA TECH INC NEW
CUSIP 88162GAB9 | United States | CONV | 2,100,000 | 0 | -2,100,000 | $2,362,500 | $0 | -$2,362,500 | 2025-11-10 |
|---|
| Q3 2025 | AMERICAN WTR CAP CORP
CUSIP 03040WBE4 | United States | CONV | 2,250,000 | 0 | -2,250,000 | $2,258,775 | $0 | -$2,258,775 | 2025-11-10 |
|---|
| Q3 2025 | PPL CAP FDG INC
CUSIP 69352PAS2 | United States | CONV | 2,050,000 | 0 | -2,050,000 | $2,214,108 | $0 | -$2,214,108 | 2025-11-10 |
|---|
| Q3 2025 | GLOBAL PMTS INC
CUSIP 37940XAU6 | United States | CONV | 2,250,000 | 0 | -2,250,000 | $2,009,250 | $0 | -$2,009,250 | 2025-11-10 |
|---|
| Q3 2025 | MERITAGE HOMES CORP
CUSIP 59001ABF8 | United States | CONV | 2,050,000 | 0 | -2,050,000 | $1,984,861 | $0 | -$1,984,861 | 2025-11-10 |
|---|
| Q3 2025 | AKAMAI TECHNOLOGIES INC
CUSIP 00971TAN1 | United States | CONV | 1,880,000 | 0 | -1,880,000 | $1,941,100 | $0 | -$1,941,100 | 2025-11-10 |
|---|
| Q3 2025 | HAEMONETICS CORP MASS
CUSIP 405024AD2 | United States | CONV | 1,930,000 | 0 | -1,930,000 | $1,915,055 | $0 | -$1,915,055 | 2025-11-10 |
|---|
| Q3 2025 | ADVANCED ENERGY INDS
CUSIP 007973AE0 | United States | CONV | 1,540,000 | 0 | -1,540,000 | $1,844,766 | $0 | -$1,844,766 | 2025-11-10 |
|---|
| Q3 2025 | TYLER TEX INDPT SCH DIST
CUSIP 902252AB1 | United States | CONV | 1,500,000 | 0 | -1,500,000 | $1,843,500 | $0 | -$1,843,500 | 2025-11-10 |
|---|
| Q3 2025 | VENTAS RLTY LTD PARTNERSHIP
CUSIP 92277GAZ0 | United States | CONV | 1,500,000 | 0 | -1,500,000 | $1,793,250 | $0 | -$1,793,250 | 2025-11-10 |
|---|
| Q3 2025 | SOUTHERN CO
CUSIP 842587DP9 | United States | CONV | 830,000 | 0 | -830,000 | $918,644 | $0 | -$918,644 | 2025-11-10 |
|---|
| Q3 2025 | SOUTHERN CO
CUSIP 842587DZ7 | United States | CONV | 680,000 | 0 | -680,000 | $748,007 | $0 | -$748,007 | 2025-11-10 |
|---|
| Q2 2025 | FORD MTR CO
CUSIP 345370CZ1 | United States | CONV | 2,000,000 | 0 | -2,000,000 | $1,958,000 | $0 | -$1,958,000 | 2025-08-12 |
|---|
| Q1 2025 | EXPEDIA GROUP INC
CUSIP 30212PBE4 | United States | CONV | 700,000 | 0 | -700,000 | $694,414 | $0 | -$694,414 | 2025-05-12 |
|---|
| Q4 2024 | JOHN BEAN TECHNOLOGIES CORP
CUSIP 477839AB0 | United States | CONV | 3,480,000 | 0 | -3,480,000 | $3,259,716 | $0 | -$3,259,716 | 2025-02-13 |
|---|
| Q4 2024 | SSR MINING IN
CUSIP 784730AB9 | | CONV | 1,730,000 | 0 | -1,730,000 | $1,619,280 | $0 | -$1,619,280 | 2025-02-13 |
|---|
| Q3 2024 | DEXCOM INC
CUSIP 252131AM9 | United States | CONV | 3,800,000 | 0 | -3,800,000 | $3,712,600 | $0 | -$3,712,600 | 2024-11-13 |
|---|
| Q3 2024 | SOUTHWEST AIRLS CO
CUSIP 844741BG2 | United States | CONV | 1,610,000 | 0 | -1,610,000 | $1,611,610 | $0 | -$1,611,610 | 2024-11-13 |
|---|
| Q2 2024 | EXPEDIA GROUP INC
CUSIP 30212PBE4 | United States | CONV | 2,000,000 | 0 | -2,000,000 | $1,842,000 | $0 | -$1,842,000 | 2024-08-13 |
|---|
| Q1 2024 | ARES CAPITAL CORP
CUSIP 04010LAW3 | | CONV | 5,161,000 | 0 | -5,161,000 | $5,312,630 | $0 | -$5,312,630 | 2024-05-13 |
|---|
| Q1 2024 | NRG ENERGY INC
CUSIP 629377CG5 | United States | CONV | 2,060,000 | 0 | -2,060,000 | $2,647,100 | $0 | -$2,647,100 | 2024-05-13 |
|---|
| Q1 2024 | KAMAN CORP
CUSIP 483548AF0 | United States | CONV | 2,210,000 | 0 | -2,210,000 | $2,143,700 | $0 | -$2,143,700 | 2024-05-13 |
|---|
| Q1 2024 | PARSONS CORP DEL
CUSIP 70202LAB8 | United States | CONV | 940,000 | 0 | -940,000 | $1,344,670 | $0 | -$1,344,670 | 2024-05-13 |
|---|
| Q2 2016 | TEEKAY OFFSHORE PARTNERS L P
CUSIP Y8565J101 | | Limited Partnership | 5,000 | 0 | -5,000 | $28,000 | $0 | -$28,000 | 2016-08-10 |
|---|
| Q2 2016 | NUSTAR ENERGY LP
CUSIP 67058H102 | United States | Limited Partnership | 703 | 0 | -703 | $28,000 | $0 | -$28,000 | 2016-08-10 |
|---|
| Q2 2016 | ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109 | | Limited Partnership | 607 | 0 | -607 | $19,000 | $0 | -$19,000 | 2016-08-10 |
|---|
| Q4 2015 | NATURAL RESOURCE PARTNERS L
CUSIP 63900P103 | | Master Limited Partnership | 860 | 0 | -860 | $2,000 | $0 | -$2,000 | 2016-02-09 |
|---|
| Q3 2015 | VANGUARD NAT RES LLC
CUSIP 92205F106 | | Alternative | 1,000 | 0 | -1,000 | $14,000 | $0 | -$14,000 | 2015-11-13 |
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| Q3 2015 | LEGACY RESVS LP
CUSIP 524707304 | | Master Limited Partnership | 1,000 | 0 | -1,000 | $8,000 | $0 | -$8,000 | 2015-11-13 |
|---|
| Q3 2015 | HI-CRUSH PARTNERS LP
CUSIP 428337109 | | Master Limited Partnership | 200 | 0 | -200 | $6,000 | $0 | -$6,000 | 2015-11-13 |
|---|
| Q3 2015 | ENBRIDGE ENERGY PARTNERS L P
CUSIP 29250R106 | | Master Limited Partnership | 200 | 0 | -200 | $6,000 | $0 | -$6,000 | 2015-11-13 |
|---|
| Q2 2015 | REGENCY ENERGY PARTNERS L P
CUSIP 75885Y107 | | Master Limited Partnership | 1,020 | 0 | -1,020 | $23,000 | $0 | -$23,000 | 2015-08-07 |
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| Q1 2015 | VANGUARD NAT LC
CUSIP 92205F106 | | Alternative Security | 1,000 | 0 | -1,000 | $15,000 | $0 | -$15,000 | 2015-05-14 |
|---|
| Q4 2014 | KINDER MORGAN ENERGY PARTNERS
CUSIP 494550106 | | LP | 3,465 | 0 | -3,465 | $323,000 | $0 | -$323,000 | 2015-02-11 |
|---|
| Q2 2014 | KINDER MORGAN ENERGY PARTNERS
CUSIP 494550106 | | LP | 3,465 | 0 | -3,465 | $256,000 | $0 | -$256,000 | 2014-08-14 |
|---|
| Q3 2013 | Prologis LP
CUSIP 74340XAT8 | | CONV | 650,000 | 0 | -650,000 | $750,347,000 | $0 | -$750,347,000 | 2013-11-14 |
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