Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 213 | −0,14 | 752 | 6,68 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 17 105 | −14,78 | 1 053 | −8,83 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 2 596 | −60,64 | 160 | −58,05 | ||||
2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 362 | −0,84 | 761 | 6,14 | ||||
2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 150 756 | −40,37 | 9 282 | −36,23 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 149 | −0,98 | 563 | 6,03 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 014 | −23,82 | 555 | −18,65 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41 105 | −1,15 | 2 531 | 5,68 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 4 653 | −3,56 | 286 | 3,25 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Engineers Gate Manager LP | 13 312 | −12,58 | 820 | −6,51 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 46 379 | −3,62 | 2 856 | 3,07 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 5 659 | −7,89 | 348 | −1,42 | ||||
2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3 615 | −57,66 | 223 | −54,79 | ||||
2025-08-12 | 13F | Fca Corp /tx | 3 430 | −3,57 | 211 | 3,43 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9 911 | −90,86 | 610 | −90,23 | ||||
2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Eight 31 Financial Llc | 98 218 | −0,58 | 6 047 | 6,33 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 117 647 | −1,19 | 7 244 | 5,68 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 057 | −5,17 | 558 | 1,46 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 11 759 | −1,27 | 724 | 5,69 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 25 655 | −1,27 | 1 580 | 5,62 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 11 831 | −1,28 | 728 | 5,66 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 26 233 | −10,42 | 1 615 | −4,15 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297 853 | −1,37 | 18 339 | 5,48 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 134 189 | −6,38 | 8 262 | 0,12 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 555 937 | −8,33 | 34 229 | −1,96 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 8 032 | −50,67 | 490 | −47,81 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 64 076 | −0,58 | 3 945 | 6,33 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | WestEnd Advisors, LLC | 44 423 | −54,25 | 2 735 | −51,07 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 979 | −9,36 | 614 | −3,00 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 38 402 | −1,78 | 2 364 | 5,07 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 515 | −39,67 | 216 | −35,52 | ||||
2025-04-29 | 13F | Sierra Ocean, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Boston Research & Management Inc | 6 886 | −19,07 | 0 | |||||
2025-08-28 | NP | MFUL - Mindful Conservative ETF | 25 402 | −10,73 | 1 564 | −4,52 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 639 | −14,80 | 39 | −9,30 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 544 | −2,07 | 280 | 4,49 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 11 986 | −33,31 | 738 | −28,72 | ||||
2025-08-14 | 13F | Millennium Management Llc | 8 159 | −12,58 | 502 | −6,52 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23 874 | −2,75 | 1 470 | 3,96 | ||||
2025-08-27 | NP | XFLX - FundX Flexible ETF | 96 719 | −4,29 | 5 955 | 2,36 | ||||
2025-04-01 | 13F | Stonehearth Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 220 | −14,08 | 75 | −7,41 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 104 606 | −15,59 | 6 441 | −9,73 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 15 649 | −6,50 | 964 | 0,00 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 68 995 | −6,63 | 4 248 | −0,14 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 33 222 | −3,08 | 2 027 | 3,58 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 56 483 | −2,68 | 3 478 | 4,20 | ||||
2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 19 581 | −5,05 | 1 206 | 1,52 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 096 | −11,97 | 622 | −5,91 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 37 347 | −8,35 | 2 299 | −2,00 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 3 355 | −5,68 | 207 | 0,98 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 436 | −4,16 | 519 | 2,57 | ||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3 383 | −37,82 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 254 349 | −1,47 | 15 660 | 5,38 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 19 933 | −7,02 | 1 227 | −0,57 | ||||
2025-08-12 | 13F | Fidato Wealth LLC | 12 348 | −1,33 | 760 | 5,56 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 11 328 | −0,52 | 652 | 0,00 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 27 618 | −1,76 | 1 700 | 5,07 | ||||
2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 291 972 | −3,21 | 17 977 | 3,52 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 010 | −14,77 | 62 | −8,82 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 15 102 | −12,12 | 930 | −6,07 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 17 034 | −1,06 | 1 049 | 5,75 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 12 519 | −19,86 | 705 | −18,87 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 973 | −2,03 | 368 | 4,56 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 444 | −60,98 | 27 | −58,46 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180 843 | −1,45 | 11 | 10,00 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 7 911 | −1,57 | 0 | |||||
2025-04-10 | 13F | Mkd Wealth Coaches, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 910 | −5,70 | 56 | 1,82 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 18 059 | −6,67 | 1 112 | −0,18 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 594 241 | −1,46 | 36 588 | 5,38 | ||||
2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 21 023 | −12,84 | 1 294 | −6,77 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 452 195 | −2,53 | 27 842 | 4,24 | ||||
2025-08-14 | 13F | Comerica Bank | 3 968 | −29,75 | 244 | −24,92 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 3 545 | −1,94 | 218 | 4,81 | ||||
2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 98 383 | −1,34 | 6 057 | 5,50 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 13 836 | −2,05 | 846 | 4,06 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 42 759 | −4,59 | 2 633 | 2,49 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7 901 | −20,68 | 486 | −15,18 | ||||
2025-05-02 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Martin Worley Group | 17 246 | −4,93 | 1 062 | 1,63 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 224 477 | −34,58 | 13 821 | −30,03 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9 805 | −0,94 | 604 | 5,98 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81 978 | −38,37 | 5 037 | −34,23 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 77 703 | −7,27 | 4 784 | −0,81 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 29 049 | −0,12 | 1 789 | 6,81 | ||||
2025-08-13 | 13F | Wealthquest Corp | 4 975 | −0,46 | 306 | 6,62 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 436 440 | −18,39 | 26 872 | −12,73 | ||||
2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 53 067 | −5,65 | 3 267 | 0,93 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 62 098 | −24,35 | 3 823 | −19,09 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 26 053 | −1,76 | 1 604 | 5,11 | ||||
2025-07-18 | 13F | Truist Financial Corp | 96 864 | −2,62 | 5 964 | 4,14 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 936 | −29,58 | 2 | −50,00 | ||||
2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 512 | −79,66 | 155 | −78,31 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74 103 | −1,14 | 4 562 | 5,72 | ||||
2025-07-15 | 13F | Retireful, LLC | 25 402 | −10,73 | 1 564 | −4,34 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 8 039 | −0,32 | 495 | 6,47 | ||||
2025-08-04 | 13F | Assetmark, Inc | 295 098 | −3,25 | 18 169 | 3,47 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 3 638 | −22,10 | 224 | −16,79 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 4 255 | −0,68 | 262 | 6,50 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 4 439 | −0,38 | 273 | 6,64 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 926 | −2,83 | 981 | 3,92 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 16 053 | −3,96 | 988 | 2,70 | ||||
2025-08-07 | 13F | Allworth Financial LP | 24 087 | −7,24 | 1 483 | 0,14 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 7 226 | −5,47 | 445 | 0,91 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 26 094 | −0,90 | 1 607 | 6,01 | ||||
2025-08-07 | 13F | Wealth Forward, LLC | 106 735 | −0,35 | 6 572 | 6,57 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 59 768 | −2,70 | 3 680 | 4,04 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 50 318 | −0,58 | 3 098 | 6,35 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | −71,43 | 1 | −100,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 832 | −6,67 | 359 | −0,28 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 14 131 | −1,31 | 870 | 5,58 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 8 509 | −0,63 | 524 | 6,30 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 156 | −5,76 | 256 | 0,79 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4 796 | −0,08 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 23 705 | −11,88 | 1 459 | −5,75 | ||||
2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | New Capital Management LP | 8 608 | −1,18 | 530 | 5,59 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 516 | −11,04 | 1 079 | −4,85 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 20 447 | −64,55 | 1 258 | −60,81 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9 393 | −7,32 | 578 | −0,86 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 22 478 | −2,93 | 1 384 | 3,75 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 776 | −13,29 | 353 | −3,55 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 19 845 | −10,19 | 1 222 | −4,01 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 3 421 | −33,44 | 211 | −28,81 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 820 | −20,00 | 51 | −15,25 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 21 150 | −87,87 | 1 302 | −87,02 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 11 662 | −13,02 | 718 | −6,87 | ||||
2025-08-14 | 13F | Mariner, LLC | 11 855 | −15,50 | 730 | −9,67 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11 538 | −0,60 | 710 | 6,29 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 4 695 | −0,93 | 289 | 6,25 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 8 082 | −1,80 | 498 | 9,71 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 5 211 | −11,20 | 321 | −5,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 216 | −47,22 | 506 | −43,64 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 568 | −18,39 | 33 | −17,95 | ||||
2025-08-14 | 13F | UBS Group AG | 288 690 | −8,66 | 17 775 | −2,31 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 460 | −1,50 | 28 | 7,69 |