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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 682 | −77,08 | 827 | −77,51 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 641 | −4,61 | 778 | −6,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 220 | −60,36 | 267 | −61,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 269 | −2,83 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 16 023 | −2,32 | 19 449 | −4,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 856 | −1,95 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 132 | −21,43 | 160 | −22,71 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 45 | −8,16 | 0 | |||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 375 | −11,97 | 455 | −13,52 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 385 | −90,89 | 467 | −91,05 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1 270 | −6,69 | 1 541 | −8,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 769 | −0,39 | 933 | −2,20 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 764 000 | −13,62 | 5 779 | −15,13 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 185 | −9,31 | 224 | −10,76 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 72 003 | −3,21 | 87 340 | −4,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 174 | −25,64 | 211 | −26,74 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 10 329 | −7,86 | 12 529 | −9,47 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2 759 | −2,47 | 3 347 | −4,18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 37 268 | −2,36 | 45 236 | −4,18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-03-27 | NP | HFSI - Hartford Sustainable Income ETF | 19 | −29,63 | 23 | −30,30 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 28 163 | −0,36 | 34 162 | −2,10 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 15 115 | −0,68 | 18 334 | −2,42 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 2 500 | −28,57 | 3 032 | −29,81 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 4 375 | −4,56 | 5 239 | −7,26 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 322 | −1,53 | 391 | −3,23 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 89 | −11,00 | 108 | −13,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | −12,00 | 27 | −13,33 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 26 | −33,33 | 32 | −34,04 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 1 016 | −0,59 | 1 232 | −2,30 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 590 | −99,37 | 716 | −12,80 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 6 394 | −48,29 | 7 756 | −49,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 874 | −0,68 | 1 060 | −2,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 906 | −18,30 | 1 100 | −19,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 101 | −36,48 | 123 | −37,76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 992 | −7,44 | 19 398 | −9,06 | ||||
| 2025-03-27 | NP | HSNCX - THE HARTFORD STRATEGIC INCOME FUND Class C | 837 | −29,66 | 1 024 | −30,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 361 | −0,46 | 2 864 | −2,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 1 704 | −11,25 | 2 067 | −12,83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB | 520 | −5,45 | 631 | −7,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 842 | −1,34 | 5 874 | −3,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 167 | −10,70 | 203 | −12,17 | ||||
| 2025-06-25 | NP | FCVT - First Trust SSI Strategic Convertible Securities ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 930 | −25,90 | 1 088 | −29,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 524 | −0,07 | 1 849 | −1,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 269 | −6,27 | 326 | −7,91 | ||||
| 2025-08-13 | 13F | New York State Common Retirement Fund | 15 797 | −1,86 | 19 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 430 | −2,07 | 7 800 | −3,79 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Laffer Investments | 3 282 | −2,58 | 3 925 | −5,24 | ||||
| 2025-08-28 | NP | CWB - SPDR(R) Bloomberg Barclays Convertible Securities ETF This fund is a listed as child fund of State Street Corp 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 | 40 393 | −8,74 | 48 997 | −10,34 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 106 | −9,42 | 1 342 | −11,02 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 28 878 | −49,95 | 35 029 | −50,83 | ||||
| 2025-05-14 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1 425 | −8,06 | 1 729 | −9,67 | ||||
| 2025-07-29 | NP | JIGDX - Global Bond Fund Class 1 | 40 | −27,27 | 46 | −32,35 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 484 | −0,21 | 585 | −0,85 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | PFF - iShares Preferred and Income Securities ETF | 152 369 | −0,26 | 184 824 | −2,01 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 | −90,57 | 6 | −90,62 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 1 148 | −1,29 | 1 393 | −3,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 69 | −28,87 | 84 | −30,25 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 34 420 | −0,18 | 41 751 | −1,93 | ||||
| 2025-07-24 | 13F | Mackay Shields Llc | 18 140 | −39,43 | 22 050 | −40,56 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B | 8 366 | −10,44 | 10 148 | −12,01 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 819 | −5,72 | 7 059 | −7,38 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2 201 | −2,05 | 2 670 | −3,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 641 | −14,87 | 778 | −16,36 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 152 658 | −0,12 | 185 174 | −1,86 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 491 | −52,70 | 596 | −53,55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 376 | −1,08 | 1 669 | −2,80 | ||||
| 2025-08-12 | 13F | Valueworks Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Founders Capital Management, Llc | 2 293 | −2,72 | 2 781 | −4,40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 088 | −52,59 | 1 320 | −53,44 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 157 | −3,95 | 4 | −25,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 | −1,37 | 87 | −3,33 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 220 | −0,45 | 267 | −2,21 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 258 | −0,57 | 2 738 | −2,32 | ||||
| 2025-08-14 | 13F | State Street Corp | 40 913 | −11,66 | 49 182 | −13,90 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 400 | −9,91 | 485 | −11,50 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 75 | −10,71 | 91 | −9,09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 30 | −62,50 | 36 | −63,27 | ||||
| 2025-08-08 | 13F | Stonebridge Advisors Llc | 47 063 | −2,55 | 57 088 | −4,25 | ||||
| 2025-03-27 | NP | ITTAX - Hartford Multi-Asset Income and Growth Fund Class A | 95 | −48,37 | 116 | −48,90 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 339 | −7,63 | 411 | −9,07 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 19 416 | −1,99 | 23 552 | −3,70 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 1 534 | −5,43 | 1 860 | −7,09 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 565 | −15,04 | 685 | −16,46 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 8 841 | −2,96 | 10 724 | −4,66 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 1 591 | −0,50 | 1 930 | −2,28 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 477 | −6,84 | 579 | −8,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 266 | −10,14 | 323 | −11,51 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 150 | −57,14 | 185 | −56,57 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 652 | −35,51 | 790 | −36,70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 | −95,24 | 4 | −96,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 750 | −0,66 | 910 | −1,62 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 2 915 | −1,19 | 3 536 | −2,91 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Summitry Llc | 1 679 | −1,35 | 2 037 | −3,09 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 66 943 | −34,33 | 81 202 | −35,48 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 970 | −2,78 | 3 603 | −4,48 | ||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 1 973 | −9,87 | 2 394 | −11,40 | ||||
| 2025-06-25 | NP | FPEAX - First Trust Preferred Securities and Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp 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 | 1 887 | −37,37 | 2 208 | −40,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 14 505 | −2,13 | 17 605 | −3,96 | ||||
| 2025-08-28 | NP | SBFCX - Victory INCORE Investment Grade Convertible Fund Class A | 11 450 | −4,18 | 13 889 | −5,86 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | FPE - First Trust Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 65 708 | −15,12 | 76 884 | −18,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 508 | −4,93 | 3 042 | −6,57 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advent Capital Management /de/ | 172 838 | −0,36 | 207 124 | −3,62 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Virtus Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 307 | −19,00 | 372 | −20,34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 395 | −9,40 | 482 | −5,68 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 355 | −22,83 | 431 | −24,16 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 548 | −20,00 | 665 | −21,42 |
