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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-14 | 13F | McCarthy & Cox | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 000 | −46,02 | 95 | −46,59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 21 347 | −41,87 | 1 012 | −42,07 | ||||
| 2025-05-05 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 23 538 | −7,83 | 1 116 | −8,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 694 395 | −9,56 | 32 935 | −9,82 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2 101 | −64,40 | 100 | −64,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 61 424 | −16,10 | 2 913 | −15,39 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 17 764 | −41,83 | 843 | −42,01 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 637 846 | −3,56 | 125 113 | −3,85 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 259 734 | −29,35 | 12 332 | −29,78 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 280 206 | −5,75 | 13 | −7,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 062 | −0,48 | 98 | −1,02 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 39 142 | −23,35 | 2 | −50,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 216 429 | −8,35 | 10 265 | −8,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 383 826 | −8,64 | 18 220 | −8,83 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 126 773 | −30,71 | 6 013 | −30,92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 85 352 | −22,59 | 4 048 | −22,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 67 054 | −6,72 | 3 183 | −7,12 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 7 511 | −48,28 | 356 | −48,41 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 590 | −5,99 | 502 | −6,17 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 6 526 | −1,67 | 310 | −1,90 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 29 827 | −9,09 | 1 415 | −9,36 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7 686 | −18,83 | 365 | −19,11 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 21 251 | −17,52 | 1 008 | −17,80 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 8 290 | −7,56 | 393 | −7,75 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 115 657 | −4,74 | 5 486 | −5,02 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 22 765 | −28,17 | 1 080 | −28,40 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 76 154 | −18,06 | 3 612 | −18,32 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 246 063 | −2,04 | 11 671 | −2,33 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 186 045 | −5,29 | 8 824 | −5,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Wells Fargo & Company/mn | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 217 686 | −20,21 | 10 325 | −20,44 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 172 600 | −0,28 | 8 186 | −0,57 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 65 088 | −27,31 | 3 087 | −27,52 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 667 113 | −3,86 | 31 641 | −4,14 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 37 250 | −27,60 | 1 767 | −27,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94 608 | −19,41 | 4 487 | −19,65 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 37 657 | −28,55 | 1 786 | −28,76 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 10 007 | −17,31 | 475 | −17,57 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 307 275 | −2,90 | 14 574 | −3,18 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 478 | −4,62 | 497 | −4,98 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 79 108 | −0,74 | 3 752 | −1,03 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 8 555 | −6,29 | 406 | −6,68 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 421 | −10,61 | 210 | −11,06 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 5 061 | −26,15 | 240 | −26,38 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 106 685 | −0,07 | 5 060 | −0,35 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 110 149 | −6,46 | 5 224 | −6,73 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 611 392 | −4,99 | 29 023 | −3,85 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 167 895 | −3,08 | 7 963 | −3,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 70 | −1,41 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 81 687 | −3,68 | 3 874 | −3,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26 486 | −28,68 | 1 256 | −28,88 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 22 685 | −16,45 | 1 076 | −16,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 36 938 | −26,28 | 1 752 | −26,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 033 | −16,06 | 476 | −16,37 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 139 105 | −9,89 | 6 598 | −10,16 | ||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 148 681 | −1,54 | 7 034 | −3,39 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 66 227 | −8,37 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 671 | −4,11 | 696 | −4,40 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19 243 | −37,86 | 913 | −38,02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 35 029 | −50,00 | 1 661 | −50,15 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 70 628 | −1,01 | 3 350 | −1,33 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 10 909 | −62,00 | 517 | −62,12 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 69 668 | −6,83 | 3 304 | −7,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79 580 | −2,07 | 3 774 | −2,35 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 337 654 | −16,35 | 16 015 | −16,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 76 | −7,32 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58 794 | −36,77 | 2 789 | −36,95 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 44 468 | −2,61 | 2 109 | −2,90 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 35 995 | −29,65 | 1 707 | −29,87 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 176 441 | −0,88 | 8 369 | −1,17 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 862 408 | −1,89 | 40 904 | −2,18 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 5 984 | −29,09 | 284 | −29,43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 47 474 | −22,71 | 2 252 | −22,94 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 54 972 | −2,67 | 2 607 | −2,94 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 8 187 | −3,25 | 388 | −3,48 | ||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 34 125 | −10,95 | 1 619 | −11,20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 41 463 | −46,54 | 1 967 | −46,71 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 497 | −54,77 | 213 | −54,87 | ||||
| 2025-07-14 | 13F | Friday Financial | 13 728 | −3,04 | 651 | −3,41 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 13 501 | −32,96 | 640 | −33,12 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 76 239 | −7,29 | 3 616 | −7,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 789 | −0,53 | 417 | −0,95 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 6 141 | −3,70 | 291 | −4,90 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 123 484 | −22,39 | 5 857 | −22,63 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 378 263 | −41,12 | 17 884 | −40,82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 19 795 | −19,27 | 939 | −19,55 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 335 907 | −21,21 | 15 932 | −21,44 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 366 | −25,60 | 919 | −25,85 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 17 877 | −1,56 | 848 | −1,85 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 9 344 | −7,47 | 443 | −7,71 |
