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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 27 952 | −5,21 | 1 547 | −3,25 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70 992 | −79,81 | 3 929 | −79,40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 947 | −5,25 | 1 934 | −3,30 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 447 | −10,89 | 357 | −9,18 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 66 002 | −30,14 | 3 653 | −28,71 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 6 477 | −30,23 | 359 | −28,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 42 435 | −5,78 | 2 349 | −3,85 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 777 | −8,04 | 320 | −6,18 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 10 225 | −68,07 | 566 | −67,45 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 4 625 | −94,18 | 256 | −94,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 116 103 | −11,98 | 6 426 | −10,18 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 742 | −28,15 | 366 | −30,87 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 12 005 | −4,39 | 664 | −2,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 867 | −0,17 | 823 | 1,86 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 583 | −56,74 | 198 | −50,62 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17 942 | −7,35 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13 568 | −93,72 | 751 | −93,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 426 | −26,64 | 577 | −25,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 162 | −10,61 | 286 | −8,95 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 246 129 | −1,99 | 13 623 | 0,01 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 92 013 | −0,00 | 4 837 | −7,50 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5 817 | −20,80 | 315 | −20,85 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 116 208 | −5,65 | 6 109 | −12,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 69 317 | −1,01 | 3 837 | 1,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 154 | −81,82 | 9 | −82,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 318 157 | −0,05 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 232 596 | −15,74 | 12 874 | −14,01 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 627 | −75,33 | 90 | −74,79 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 538 | −12,55 | 1 345 | −11,57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170 713 | −25,41 | 9 449 | −23,89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 751 | −47,22 | 761 | −46,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 377 | −71,16 | 21 | −71,43 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 065 | −1,02 | 1 387 | 1,02 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 216 | −42,25 | 12 | −45,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 453 | −40,20 | 136 | −39,19 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4 264 | −67,47 | 236 | −66,76 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 11 361 | −8,01 | 629 | −6,13 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 115 963 | −17,07 | 61 769 | −15,37 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 75 505 | −1,68 | 4 179 | 0,34 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 568 804 | −3,90 | 31 483 | −1,93 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 233 | −2,60 | 456 | −0,66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10 945 | −4,66 | 618 | 5,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56 486 | −24,51 | 3 127 | −22,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 45 137 | −3,96 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 43 032 | −15,32 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5 407 | −66,37 | 299 | −66,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 659 583 | −0,35 | 36 508 | 1,69 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 8 450 | −5,44 | 468 | −3,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11 325 | −97,88 | 627 | −97,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 912 | −4,31 | 327 | −2,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 084 | −41,57 | 835 | −40,43 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 34 691 | −8,12 | 1 824 | −15,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 852 766 | −13,21 | 47 201 | −11,43 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 128 578 | −1,76 | 7 117 | 0,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 484 | −5,59 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 17 446 | −40,44 | 966 | −39,23 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 14 198 | −92,17 | 786 | −92,01 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 46 799 | −68,35 | 2 590 | −67,71 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 669 | −4,05 | 258 | −1,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 682 951 | −4,01 | 37 801 | −2,05 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 91 377 | −6,35 | 5 058 | −4,44 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 1 381 445 | −3,21 | 76 463 | −1,23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 | −99,99 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 113 | −11,92 | 892 | −10,18 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 50 636 | −12,52 | 2 803 | −10,74 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 52 402 | −91,43 | 2 900 | −91,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 80 091 | −17,73 | 4 433 | −16,04 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 602 | −41,12 | 144 | −40,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Hrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 73 181 | −4,59 | 4 051 | −2,64 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 31 098 | −0,85 | 1 721 | 1,18 |
