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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-09 | 13F | Sunpointe, LLC | 20 812 | −0,82 | 2 098 | 8,26 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 463 863 | −34,34 | 46 767 | −28,34 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 316 | −25,64 | 491 | −29,05 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 701 | −49,06 | 71 | −44,88 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 43 903 | −35,92 | 4 426 | −30,07 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 867 | −0,75 | 1 196 | 8,33 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 3 454 | −62,32 | 348 | −58,87 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 3 936 | −7,28 | 397 | 1,02 | ||||
2025-08-14 | 13F | Comerica Bank | 822 | −4,08 | 83 | 3,80 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 51 292 | −82,40 | 5 171 | −80,80 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 29 601 | −6,59 | 2 984 | 1,95 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 81 585 | −2,97 | 8 225 | 5,90 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 160 770 | −3,03 | 16 209 | 5,82 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 269 | −70,92 | 27 | −68,24 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 79 298 | −7,95 | 7 995 | 0,46 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 449 | −6,65 | 45 | 2,27 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 644 | −61,58 | 65 | −58,44 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 69 239 | −3,98 | 6 981 | 4,79 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 20 552 | −6,18 | 2 072 | 2,42 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 83 621 | −18,73 | 8 431 | −11,31 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 150 695 | −23,80 | 15 193 | −16,84 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 66 308 | −12,56 | 6 126 | −16,67 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 574 | −33,18 | 58 | −27,85 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 257 110 | −1,10 | 25 922 | 7,93 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2 581 | −65,36 | 260 | −62,21 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 76 574 | −16,66 | 7 720 | −9,05 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 9 019 | −1,83 | 909 | 7,19 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 86 069 | −1,89 | 8 677 | 7,07 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 213 943 | −53,95 | 21 570 | −49,75 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 262 369 | −1,36 | 26 452 | 7,66 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 48 671 | −11,69 | 4 907 | −3,61 | ||||
2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Facet Wealth, Inc. | 22 331 | −23,45 | 2 302 | −14,49 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 12 313 | −1,67 | 1 241 | 7,35 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 719 | −20,19 | 274 | −12,74 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 11 523 | −2,54 | 1 162 | 6,32 | ||||
2025-08-14 | 13F | Mariner, LLC | 334 251 | −24,32 | 33 699 | −17,41 | ||||
2025-05-13 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 129 | −27,94 | 719 | −21,36 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 661 941 | −0,84 | 66 737 | 8,22 | ||||
2025-08-07 | 13F | Summit X, LLC | 62 905 | −0,71 | 6 342 | 8,36 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 14 288 | −1,92 | 1 441 | 7,06 | ||||
2025-04-29 | 13F | Paul R. Ried Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 403 295 | −38,70 | 40 660 | −33,10 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3 195 | −19,24 | 322 | −11,78 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 170 903 | −9,59 | 17 386 | 3,25 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 953 | −0,23 | 674 | 4,67 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 309 020 | −0,74 | 31 155 | 8,34 | ||||
2025-07-09 | 13F | Beacon Financial Group | 17 516 | −8,34 | 1 766 | 0,00 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 149 826 | −3,11 | 15 106 | 5,75 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RVW Wealth, LLC | 831 705 | −6,79 | 83 852 | 1,73 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10 418 | −53,30 | 1 050 | −49,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 27 904 | −24,18 | 2 813 | −17,24 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 8 777 | −45,70 | 885 | −40,79 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1 059 366 | −1,97 | 106 805 | 6,99 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 219 521 | −0,12 | 22 132 | 9,00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10 701 | −0,01 | 1 | |||||
2025-07-31 | 13F | Intelligent Financial Strategies | 1 017 | −9,03 | 102 | −0,97 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 261 110 | −18,81 | 26 325 | −11,40 | ||||
2025-05-05 | 13F | Gallacher Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 149 499 | −2,73 | 115 893 | 6,16 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 3 443 | −16,31 | 347 | −8,68 | ||||
2025-07-25 | 13F | Cwm, Llc | 30 077 | −1,79 | 3 | 50,00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ehrlich Financial Group | 61 155 | −19,66 | 6 166 | −12,32 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 534 | −42,88 | 255 | −37,65 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 15 760 | −6,45 | 1 589 | 2,06 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trilogy Capital Inc. | 2 189 | −5,44 | 221 | 3,29 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 43 587 | −9,48 | 4 394 | −1,21 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 5 529 | −3,39 | 557 | 5,49 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 18 181 | −43,94 | 1 874 | −37,43 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 56 267 | −5,92 | 5 673 | 2,68 | ||||
2025-08-14 | 13F | UBS Group AG | 75 433 | −13,45 | 7 605 | −5,54 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 16 163 | −11,18 | 1 630 | −3,09 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 637 | −89,76 | 64 | −88,85 | ||||
2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 363 535 | −58,30 | 36 652 | −54,49 | ||||
2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 13 531 | −0,72 | 1 364 | 8,34 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 113 462 | −54,72 | 11 439 | −50,58 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 114 933 | −86,99 | 11 588 | −85,80 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 697 | −33,33 | 272 | −29,97 | ||||
2025-08-07 | 13F | Nwam Llc | 15 163 | −1,06 | 1 569 | 10,81 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 163 881 | −2,54 | 16 522 | 6,36 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 820 | −0,01 | 889 | 9,21 | ||||
2025-08-14 | 13F | Glenview Trust Co | 231 732 | −0,04 | 23 363 | 9,10 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 8 836 | −0,62 | 891 | 8,40 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 140 243 | −12,23 | 14 141 | −4,21 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 179 529 | −5,25 | 18 100 | 3,41 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 426 097 | −0,40 | 42 959 | 12,20 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 7 029 | −1,88 | 709 | 7,11 | ||||
2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 85 182 | −6,51 | 8 203 | −8,41 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 30 188 | −0,76 | 3 144 | 11,93 | ||||
2025-07-15 | 13F | Oak Root LLC | 3 032 705 | −0,56 | 305 757 | 8,53 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 320 | −20,18 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 201 366 | −13,50 | 20 302 | −5,60 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 6 151 | −4,43 | 641 | 10,34 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 115 043 | −10,64 | 11 982 | 1,20 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 882 | −22,34 | 291 | −15,20 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 74 074 | −30,33 | 7 468 | −23,97 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 076 | −0,52 | 1 117 | 8,56 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 10 730 | −3,65 | 1 082 | 5,16 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 61 264 | −0,75 | 6 177 | 8,31 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 731 | −2,50 | 278 | 7,36 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aurelius Family Office LLC | 10 137 | −0,36 | 1 022 | 8,84 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4 033 | −17,46 | 407 | −9,98 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 48 044 | −1,68 | 4 844 | 7,29 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 63 935 | −2,60 | 6 753 | 10,90 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 19 812 | −9,38 | 1 997 | −1,09 | ||||
2025-04-14 | 13F | Objectivity Squared, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 400 | −53,46 | 746 | −49,18 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 152 260 | −39,07 | 15 351 | −33,51 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 2 113 | −76,71 | 213 | −74,70 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 43 293 | −1,29 | 4 365 | 7,73 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 153 | −16,85 | 15 | −11,76 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 35 925 | −18,71 | 3 622 | −11,29 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 51 022 | −47,23 | 5 144 | −42,41 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 193 | −27,23 | 1 128 | −20,56 | ||||
2025-08-12 | 13F | Prosperitas Financial LLC | 2 051 | −10,86 | 207 | −2,83 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 6 023 | −75,50 | 607 | −73,26 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Creative Planning | 1 078 562 | −6,68 | 108 741 | 1,85 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 8 015 | −70,72 | 808 | −68,05 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 5 129 | −0,50 | 517 | 8,61 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 64 774 | −0,06 | 6 530 | 9,07 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 61 820 | −0,10 | 6 233 | 9,03 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 68 359 | −15,08 | 6 892 | −7,33 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 039 992 | −0,04 | 104 852 | 9,09 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 23 547 | −2,59 | 2 374 | 6,31 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6 857 | −21,36 | 691 | −14,16 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 29 112 | −1,74 | 2 935 | 7,23 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 406 416 | −1,80 | 40 975 | 7,17 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 580 538 | −22,57 | 58 530 | −15,49 | ||||
2025-08-07 | 13F | Allworth Financial LP | 174 479 | −2,49 | 17 591 | 9,37 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 80 884 | −3,55 | 8 155 | 5,27 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 207 329 | −11,41 | 20 903 | −3,32 | ||||
2025-04-30 | 13F | M&t Bank Corp | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30 028 | −31,88 | 3 027 | −25,66 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 72 033 | −3,76 | 7 262 | 5,03 | ||||
2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 8 915 | −84,80 | 899 | −83,42 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 139 564 | −7,79 | 14 071 | 0,63 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 257 138 | −7,98 | 25 925 | 0,43 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 751 | −0,03 | 378 | 9,25 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 2 568 | −0,19 | 259 | 8,86 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 2 652 | −8,49 | 267 | 0,00 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2 887 | −22,33 | 291 | −15,16 |