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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54 709 | −5,10 | 3 626 | 2,49 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 525 | −20,33 | 39 | −11,63 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 6 596 | −5,39 | 488 | 5,63 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 82 529 | −6,05 | 6 108 | 4,91 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 778 | −2,43 | 354 | 8,95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 39 098 | −7,78 | 2 894 | 2,99 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 554 | −2,12 | 633 | 9,33 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 183 400 | −1,84 | 13 573 | 9,63 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 234 416 | −0,56 | 17 349 | 17,60 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 86 424 | −0,87 | 5 727 | 7,05 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271 616 | −34,56 | 18 728 | −29,35 | ||||
| 2025-05-05 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 117 811 | −0,72 | 8 719 | 10,89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 75 458 | −18,19 | 5 585 | −8,64 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 402 871 | −2,63 | 29 817 | 8,74 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 043 | −83,40 | 817 | −81,47 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 335 387 | −2,42 | 25 | 9,09 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 36 963 | −1,06 | 2 736 | 10,51 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 8 980 | −4,65 | 665 | 6,41 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | WorthPointe, LLC | 147 062 | −10,01 | 10 884 | 0,50 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 130 155 | −0,28 | 9 633 | 11,35 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22 501 | −6,65 | 1 665 | 4,26 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 42 547 | −0,54 | 3 146 | 11,01 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 205 995 | −2,04 | 15 246 | 9,40 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 99 690 | −8,50 | 7 378 | 2,19 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 8 332 | −3,17 | 617 | 8,07 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 818 | −20,43 | 61 | −11,76 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 32 923 | −7,84 | 2 437 | 2,92 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 84 222 | −4,41 | 6 233 | 6,77 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 30 873 | −0,26 | 2 285 | 11,36 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 199 201 | −1,47 | 14 743 | 10,03 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 44 803 | −7,29 | 3 316 | 3,53 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11 556 | −1,18 | 855 | 10,47 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 551 719 | −12,22 | 40 833 | −1,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 20 243 | −9,06 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 6 848 | −14,25 | 507 | −4,35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 209 549 | −0,14 | 15 509 | 11,52 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 45 935 | −0,65 | 3 400 | 10,97 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73 081 | −36,63 | 5 039 | −31,60 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 58 715 | −1,70 | 4 345 | 22,64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 862 | −6,71 | 212 | 3,94 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 30 314 | −7,03 | 2 209 | 3,27 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 274 186 | −6,74 | 20 293 | 4,15 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 551 719 | −12,22 | 40 833 | −1,97 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 91 459 | −3,90 | 6 769 | 7,33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 880 610 | −1,51 | 65 174 | 9,99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 370 | −26,96 | 767 | −18,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 515 844 | −56,13 | 38 178 | −51,01 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 316 195 | −2,16 | 23 402 | 9,27 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 107 549 | −31,77 | 7 960 | 79,22 | ||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 13 506 | −17,03 | 1 000 | −7,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30 268 | −1,28 | 2 240 | 10,24 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 914 355 | −3,00 | 67 671 | 8,33 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14 609 | −21,93 | 1 081 | −12,82 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 157 570 | −0,14 | 12 | 10,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 348 | −52,74 | 322 | −47,29 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6 013 | −2,98 | 445 | 8,54 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 189 774 | −4,07 | 14 045 | 7,14 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 32 633 | −3,55 | 2 415 | 7,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 258 505 | −69,59 | 19 132 | −66,04 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 6 146 | −47,56 | 455 | −41,49 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 25 648 | −7,88 | 1 898 | 2,87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 150 | −10,53 | 7 338 | −0,08 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 4 008 | −6,00 | 297 | 4,96 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 324 550 | −6,30 | 24 020 | 4,64 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9 044 | −12,70 | 669 | −2,48 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 222 580 | −1,38 | 16 473 | 10,14 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 41 845 | −6,63 | 3 097 | 4,24 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 29 316 | −0,88 | 2 170 | 10,66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 | −89,86 | 1 | −88,89 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 304 064 | −0,27 | 22 504 | 11,37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 890 | −14,09 | 288 | −4,33 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 19 823 | −1,11 | 1 467 | 10,47 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 90 692 | −0,13 | 6 712 | 11,55 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 728 205 | −0,07 | 350 880 | 11,90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 439 | −65,92 | 107 | −62,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 36 999 | −14,46 | 2 738 | −4,47 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 296 552 | −7,72 | 21 948 | 7,15 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 301 | −88,57 | 22 | −87,36 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 546 918 | −10,46 | 188 497 | 0,00 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 12 102 | −11,84 | 896 | −1,54 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 1 514 299 | −0,58 | 112 073 | 11,04 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 793 | −0,39 | 281 | 11,11 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 17 674 | −5,51 | 1 308 | 5,57 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 298 | −16,14 | 318 | −6,19 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 342 | −0,30 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 649 | −0,64 | 492 | 11,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 429 142 | −0,73 | 31 761 | 10,86 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 72 185 | −2,21 | 5 342 | 9,22 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 85 916 | −0,79 | 6 359 | 10,79 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18 591 | −1,55 | 1 383 | 10,47 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 342 328 | −38,20 | 173 356 | −30,98 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 56 007 | −36,20 | 4 145 | −28,74 | ||||
| 2025-05-15 | 13F | M Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 314 | −74,11 | 23 | −71,25 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 16 669 | −3,56 | 1 234 | 7,69 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 10 792 | −14,59 | 799 | −4,66 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 183 | −20,43 | 14 | −13,33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 696 199 | −15,52 | 125 536 | −5,65 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 37 357 | −6,51 | 2 765 | 4,38 | ||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 227 926 | −40,92 | 15 715 | −36,21 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 265 | −10,47 | 20 | 0,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 16 065 | −3,60 | 1 189 | 7,61 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 221 | −63,35 | 16 | −58,97 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 71 278 | −2,95 | 5 275 | 8,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15 521 | −6,89 | 1 149 | 3,99 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 197 171 | −9,46 | 14 593 | 1,11 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16 667 | −15,98 | 1 234 | −6,16 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 18 072 | −4,55 | 1 338 | 6,62 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 17 159 | −3,89 | 1 270 | 7,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 695 296 | −6,17 | 51 459 | 4,78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 176 | −64,30 | 13 | −59,37 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 49 829 | −1,07 | 3 688 | 10,49 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 812 | −9,43 | 430 | 1,18 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48 885 | −0,88 | 3 618 | 10,68 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 314 294 | −0,31 | 23 261 | 11,33 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 648 602 | −0,80 | 48 003 | 10,79 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 82 960 | −7,96 | 6 369 | 0,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 800 | −76,15 | 1 539 | −71,24 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 32 640 | −53,83 | 2 416 | −48,44 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 22 159 | −28,90 | 1 640 | −20,63 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19 613 | −1,97 | 1 452 | 9,51 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 17 675 | −3,17 | 1 308 | 8,19 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 11 378 | −1,52 | 842 | 10,07 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 60 880 | −41,94 | 5 | −33,33 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 366 031 | −6,46 | 175 110 | 4,47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 537 465 | −27,67 | 39 778 | −19,22 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 996 | −17,89 | 1 998 | −8,31 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 36 074 | −14,26 | 2 629 | −4,78 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 3 470 | −10,68 | 257 | −0,39 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 3 493 | −30,78 | 259 | −22,75 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 45 175 | −35,96 | 3 343 | −28,49 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 238 106 | −0,29 | 17 622 | 11,36 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 38 700 | −5,55 | 2 864 | 5,49 | ||||
| 2025-04-22 | 13F | Acorn Creek Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 264 851 | −7,80 | 19 602 | 2,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 98 836 | −0,78 | 7 315 | 10,80 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 226 814 | −10,02 | 16 787 | 0,48 |
