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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 54 930 | −14,97 | 4 197 | −16,69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 270 283 | −1,48 | 23 774 | 2,63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 351 | −1,04 | 471 | 3,07 | ||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 149 156 | −11,82 | 12 205 | −14,04 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 250 | −44,44 | 22 | −43,24 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 281 624 | −35,42 | 21 519 | −36,73 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 077 | −61,37 | 95 | −60,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 151 | −10,65 | 4 236 | −6,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 111 614 | −0,12 | 9 818 | 4,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 45 541 | −24,35 | 4 005 | −21,22 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 380 214 | −3,15 | 33 444 | 0,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 121 488 | −1,17 | 10 686 | 3,74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 719 | −0,84 | 767 | 3,23 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 45 443 | −0,25 | 3 813 | 6,30 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 244 422 | −14,41 | 18 676 | −16,16 | ||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 661 840 | −4,80 | 58 216 | −0,83 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13 538 | −4,67 | 1 191 | −0,75 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 17 850 | −11,85 | 1 570 | −8,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255 932 | −1,74 | 22 512 | 2,36 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22 603 | −4,87 | 1 988 | −0,90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 168 385 | −0,28 | 14 811 | 3,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 857 | −3,84 | 427 | 0,23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 34 426 | −0,44 | 3 028 | 3,73 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 123 | −2,74 | 978 | 1,35 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 9 899 | −14,46 | 871 | −10,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 133 771 | −0,34 | 11 766 | 3,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57 022 | −1,21 | 5 016 | 2,89 | ||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 18 550 | −28,64 | 1 503 | −29,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50 192 | −1,07 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 300 080 | −0,90 | 26 395 | 3,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119 159 | −1,06 | 10 481 | 3,07 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 49 279 | −0,58 | 4 335 | 3,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 203 | −14,56 | 106 | −11,02 |
