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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 209 108 | −17,95 | 16 578 | −6,72 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 33 817 | −67,58 | 2 681 | −63,14 | ||||
2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 60 623 | −8,87 | 4 806 | 3,60 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 131 449 | −14,78 | 10 421 | −3,12 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 451 681 | −0,28 | 35 809 | 13,36 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 108 977 | −5,72 | 7 600 | 1,04 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 155 023 | −1,15 | 12 290 | 12,38 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 21 377 | −12,69 | 1 695 | −0,76 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 6 453 | −0,80 | 512 | 12,80 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 417 | −4,21 | 747 | 8,91 | ||||
2025-07-18 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 9 762 | −38,64 | 774 | −30,30 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 225 669 | −2,21 | 17 891 | 11,17 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 209 508 | −1,31 | 14 611 | 5,76 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 114 987 | −0,11 | 9 116 | 13,55 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 151 152 | −1,06 | 11 983 | 19,65 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 345 835 | −7,52 | 27 418 | 5,13 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 51 926 | −8,46 | 4 117 | 4,04 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 21 205 | −0,87 | 1 681 | 12,74 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 56 278 | −55,85 | 4 462 | −49,82 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 303 109 | −2,34 | 24 030 | 11,02 | ||||
2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 4 463 | −23,93 | 354 | −13,69 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 152 | −41,98 | 12 | −33,33 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 16 102 | −3,19 | 1 277 | 10,09 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 2 743 | −10,36 | 217 | 1,88 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 64 444 | −0,75 | 5 109 | 12,83 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 177 349 | −2,12 | 14 060 | 11,28 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 11 033 | −0,79 | 875 | 12,77 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 41 243 | −15,45 | 2 888 | −10,62 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 33 443 | −7,01 | 2 651 | 5,70 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 340 110 | −1,85 | 27 | 8,33 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 7 232 | −1,50 | 573 | 11,91 | ||||
2025-07-15 | 13F | Define Financial, Llc | 263 827 | −1,35 | 20 916 | 15,67 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 287 | −48,93 | 261 | −41,96 | ||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 3 619 | −3,34 | 287 | 9,58 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 39 904 | −0,81 | 3 164 | 12,76 | ||||
2025-08-14 | 13F | Betterment LLC | 99 278 | −6,70 | 8 | 0,00 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 65 398 | −7,02 | 5 185 | 5,69 | ||||
2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11 249 | −30,16 | 892 | −20,66 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 400 | −38,84 | 587 | −30,49 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 79 410 | −2,37 | 6 296 | 10,98 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Clark Asset Management, LLC | 11 096 | −23,66 | 880 | −13,23 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 40 796 | −3,07 | 3 234 | 10,19 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 65 001 | −0,29 | 5 153 | 13,35 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RVW Wealth, LLC | 2 815 | −7,37 | 223 | 5,69 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 670 | −9,83 | 291 | 2,47 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 110 191 | −88,66 | 8 736 | −87,11 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Anderson Hoagland & Co | 87 970 | −1,61 | 6 974 | 25,95 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31 338 | −12,07 | 2 484 | −0,04 | ||||
2025-07-23 | 13F | True Vision MN LLC | 18 684 | −2,37 | 1 481 | 11,02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 15 688 | −6,49 | 1 244 | 6,24 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 4 219 | −14,16 | 334 | −2,34 | ||||
2025-05-15 | 13F | Shakespeare Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 31 649 | −8,34 | 2 509 | 4,19 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 100 731 | −2,74 | 7 986 | 10,55 | ||||
2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 3 262 | −7,38 | 252 | 6,33 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 27 898 | −0,54 | 1 946 | −0,56 | ||||
2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8 291 | −1,05 | 657 | 12,50 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Philadelphia Trust Co | 19 671 | −12,16 | 2 | 0,00 | ||||
2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 482 251 | −3,74 | 38 | 11,76 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 948 | −79,57 | 551 | −76,80 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 16 170 | −0,50 | 1 282 | 13,15 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 19 918 | −2,46 | 1 579 | 10,88 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 292 219 | −4,43 | 23 167 | 8,65 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 268 428 | −10,52 | 21 281 | 1,71 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 128 926 | −19,16 | 10 221 | −8,10 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 3 720 | −12,33 | 295 | −0,34 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 139 297 | −6,14 | 11 043 | 6,71 | ||||
2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 84 958 | −0,16 | 6 735 | 13,50 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 78 282 | −2,03 | 6 206 | 11,38 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 17 514 | −7,44 | 1 389 | 5,23 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 76 817 | −18,61 | 6 090 | −7,47 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 46 555 | −9,65 | 3 691 | 2,70 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 12 057 | −7,79 | 956 | 4,83 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 17 902 | −0,58 | 1 419 | 13,07 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 50 641 | −1,34 | 4 015 | 12,15 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 63 295 | −1,47 | 5 267 | 11,78 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | CVA Family Office, LLC | 15 492 | −0,48 | 1 228 | 13,18 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 22 218 | −24,23 | 1 761 | −13,85 | ||||
2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 144 159 | −0,94 | 11 429 | 12,61 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 242 | −95,27 | 98 | −94,65 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 6 802 | −11,26 | 539 | 0,94 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 22 584 | −12,62 | 1 790 | −0,67 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 37 355 | −1,35 | 2 962 | 12,16 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136 023 | −0,57 | 10 908 | 14,33 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 587 363 | −4,86 | 46 566 | 8,15 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 13 059 | −1,51 | 1 035 | 12,01 | ||||
2025-07-25 | 13F | Cwm, Llc | 40 838 | −2,98 | 3 | 50,00 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 6 758 | −30,22 | 536 | −20,74 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 410 296 | −3,97 | 32 528 | 9,17 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4 676 | −0,32 | 371 | 13,15 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 16 414 | −5,66 | 1 301 | 7,25 | ||||
2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 3 552 546 | −0,73 | 281 646 | 12,85 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 657 690 | −8,07 | 52 142 | 4,51 | ||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Oceanside Advisors LLC | 82 490 | −1,41 | 6 540 | 12,08 | ||||
2025-07-29 | 13F | TFC Financial Management | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 232 271 | −5,73 | 18 414 | 7,17 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 6 233 | −0,08 | 494 | 13,56 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 5 221 | −0,13 | 414 | 13,46 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 115 495 | −9,30 | 9 157 | 3,11 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 147 044 | −9,35 | 11 658 | 3,05 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 21 441 | −2,51 | 1 700 | 10,83 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 338 | −65,19 | 27 | −61,19 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 68 377 | −2,65 | 5 421 | 10,66 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 258 | −0,55 | 2 002 | 13,04 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 21 455 | −9,86 | 1 719 | 3,56 | ||||
2025-08-11 | 13F | Empirical Finance, LLC | 4 651 | −6,81 | 369 | 5,75 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 54 971 | −4,02 | 4 358 | 9,11 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 64 808 | −6,94 | 5 138 | 5,79 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 163 195 | −2,15 | 12 938 | 11,25 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 259 646 | −4,59 | 20 585 | 8,46 | ||||
2025-08-04 | 13F | McMill Wealth Management | 183 860 | −2,78 | 14 558 | 10,39 | ||||
2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 68 897 | −16,95 | 5 462 | −5,58 | ||||
2025-07-14 | 13F | Friday Financial | 86 406 | −1,73 | 6 850 | 11,62 | ||||
2025-07-30 | NP | CCMG - CCM Global Equity ETF | 657 690 | −7,69 | 50 892 | 5,86 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 80 | −25,23 | 6 | −14,29 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 71 735 | −14,39 | 5 687 | −2,67 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 272 692 | −9,88 | 21 619 | 2,45 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57 842 | −30,19 | 4 586 | −20,65 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 053 451 | −5,95 | 83 518 | 6,91 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 40 442 | −24,65 | 3 129 | −13,59 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15 375 | −5,13 | 1 220 | 7,88 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 51 523 | −2,45 | 4 085 | 10,89 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 554 | −42,71 | 45 | −33,82 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 53 133 | −3,32 | 4 212 | 9,92 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 28 371 | −0,81 | 2 249 | 12,79 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 14 671 | −25,13 | 1 235 | −14,84 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 36 767 | −1,35 | 2 915 | 12,12 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 055 | −2,68 | 242 | 11,01 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 27 349 | −45,52 | 2 168 | −38,07 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 163 889 | −0,55 | 12 993 | 13,05 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 10 018 | −5,02 | 794 | 8,03 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 585 106 | −3,66 | 46 387 | 9,52 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 613 | −42,30 | 1 079 | −34,37 | ||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 64 568 | −3,40 | 5 119 | 9,80 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 781 | −51,52 | 0 | |||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 3 388 | −6,38 | 246 | 2,08 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 68 161 | −37,83 | 5 404 | −31,12 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 518 512 | −9,43 | 41 108 | 2,96 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 360 | −38,78 | 29 | −31,71 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1 267 | −31,73 | 100 | −22,48 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 38 629 | −0,56 | 3 063 | 13,03 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 55 362 | −34,46 | 4 389 | −25,48 | ||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 68 307 | −5,45 | 5 415 | 7,48 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 23 080 | −3,96 | 1 830 | 9,19 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 52 193 | −5,78 | 4 138 | 7,09 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 196 628 | −1,70 | 15 589 | 11,75 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 86 154 | −3,36 | 6 830 | 9,86 |