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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | MN Wealth Advisors, LLC | 73 890 | −12,41 | 4 988 | −3,87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 23 613 | −2,75 | 1 594 | 6,70 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 42 575 | −6,63 | 2 874 | 2,46 | ||||
2025-08-12 | 13F | Change Path, LLC | 33 502 | −3,97 | 2 261 | 5,41 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 19 632 | −2,75 | 1 325 | 6,77 | ||||
2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 6 223 501 | −6,78 | 420 086 | 2,31 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27 632 | −3,25 | 1 865 | 6,21 | ||||
2025-08-14 | 13F | Comerica Bank | 1 695 | −4,18 | 114 | 5,56 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 55 166 849 | −0,40 | 3 723 762 | 9,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29 724 | −49,73 | 2 006 | −44,83 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 67 537 | −15,33 | 4 559 | −7,07 | ||||
2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 18 868 | −9,07 | 1 274 | −0,24 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 375 | −4,02 | 633 | 5,16 | ||||
2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 951 | −3,22 | 876 | 6,32 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 14 735 | −3,94 | 995 | 5,41 | ||||
2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 885 | −6,27 | 735 | 2,80 | ||||
2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 7 082 548 | −3,19 | 478 072 | 6,25 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 1 408 461 | −7,73 | 86 627 | −0,61 | ||||
2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 8 124 671 | −5,13 | 548 415 | 4,12 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17 387 | −84,83 | 1 174 | −83,35 | ||||
2025-08-26 | NP | JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I | 3 038 155 | −15,83 | 205 075 | −7,63 | ||||
2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 8 668 645 | −5,62 | 585 134 | 3,58 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 30 102 | −24,03 | 2 032 | −16,66 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 155 434 | −0,56 | 10 492 | 9,12 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 127 058 | −41,72 | 143 577 | −36,03 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 693 | −18,85 | 249 | −10,75 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 64 594 | −9,66 | 4 360 | −0,84 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 13 364 | −7,02 | 902 | 2,04 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 108 | −75,50 | 210 | −73,21 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-07 | 13F | Nwam Llc | 5 079 | −1,53 | 339 | 6,94 | ||||
2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 422 504 | −56,84 | 28 519 | −52,63 | ||||
2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 8 359 799 | −6,59 | 564 286 | 2,52 | ||||
2025-08-14 | 13F | Colony Group, LLC | 181 177 | −16,44 | 12 229 | −8,30 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 4 275 866 | −4,19 | 288 621 | 5,15 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 1 044 | −23,18 | 70 | −15,66 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 |