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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 64 864 | −1,56 | 2 556 | 11,23 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 177 | −40,18 | 559 | −32,45 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 13 041 | −10,68 | 1 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 57 784 | −2,27 | 2 277 | 10,43 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 13 248 | −2,89 | 522 | 9,89 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 915 | −18,06 | 864 | −7,50 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 251 | −1,59 | 1 035 | 10,83 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 144 049 | −0,74 | 5 682 | 12,23 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 46 925 | −1,80 | 1 849 | 10,92 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 874 253 | −5,70 | 34 454 | 6,52 | ||||
2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 517 | −75,23 | 178 | −72,01 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 20 208 | −1,74 | 796 | 11,02 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 7 308 | −1,63 | 288 | 11,20 | ||||
2025-07-15 | 13F | Cordant, Inc. | 20 838 | −0,77 | 821 | 12,16 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Retirement Solution Inc. | 373 206 | −1,07 | 14 708 | 11,75 | ||||
2025-08-11 | 13F | WPWealth LLP | 14 943 | −5,29 | 589 | 6,91 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 14 211 | −4,47 | 564 | 8,88 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 607 | −36,53 | 260 | −28,37 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 113 563 | −44,44 | 3 962 | −40,99 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 84 340 | −2,66 | 3 324 | 9,92 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 181 | −16,54 | 47 | −6,12 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 69 135 | −1,17 | 2 725 | 11,64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 74 940 | −48,50 | 2 953 | −41,82 | ||||
2025-08-07 | 13F | Nwam Llc | 37 267 | −1,43 | 1 469 | 11,30 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 14 898 | −0,88 | 587 | 12,02 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 9 239 | −9,95 | 364 | 1,96 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 289 109 | −3,05 | 11 394 | 9,51 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 784 487 | −27,94 | 30 917 | −18,61 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 66 767 | −13,20 | 2 631 | −1,94 | ||||
2025-08-12 | 13F | Martin Worley Group | 58 836 | −13,65 | 2 319 | −2,48 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 93 647 | −4,48 | 3 691 | 7,89 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 35 003 | −0,45 | 1 221 | 5,71 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 44 403 | −8,29 | 1 750 | 3,55 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 10 255 | −42,58 | 404 | −35,15 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 76 705 | −5,83 | 3 023 | 6,33 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 29 141 | −6,62 | 1 148 | 5,51 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 6 709 | −4,06 | 264 | 8,64 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 115 256 | −4,90 | 4 542 | 7,43 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 41 888 | −8,62 | 1 651 | 3,19 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 10 976 | −0,01 | 433 | 13,09 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 11 208 | −16,94 | 442 | −6,17 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 6 671 | −0,40 | 263 | 12,45 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | BetterWealth, LLC | 27 298 | −1,14 | 1 076 | 11,63 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 7 399 | −79,31 | 292 | −76,66 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 54 639 | −70,27 | 2 153 | −66,43 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 14 866 | −1,24 | 586 | 11,43 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 566 520 | −3,13 | 19 766 | 2,88 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 81 479 | −0,37 | 3 211 | 12,55 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 5 867 | −46,45 | 231 | −39,53 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14 010 | −16,58 | 552 | −5,64 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 10 700 | −18,32 | 421 | −8,10 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 615 | −13,27 | 64 | −1,56 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 74 824 | −15,36 | 2 949 | −4,41 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 6 880 | −4,76 | 271 | 7,54 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 |