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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Moller Financial Services | 106 914 | −5,17 | 6 795 | 3,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 323 | −4,09 | 148 | 5,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 4 843 | −1,38 | 308 | 7,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 170 719 | −33,49 | 10 851 | −27,31 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 246 | −5,38 | 14 | 7,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 314 751 | −8,02 | 20 073 | 0,87 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 16 260 | −28,67 | 1 034 | −22,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17 593 | −9,76 | 1 118 | 8,86 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 14 768 | −4,48 | 939 | 4,34 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 9 732 | −10,34 | 619 | −2,06 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 12 032 | −6,82 | 765 | 1,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 43 286 | −3,53 | 2 751 | 5,44 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14 142 | −5,80 | 899 | 2,86 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 015 | −5,93 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 301 119 | −0,17 | 19 139 | 9,10 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17 304 | −4,77 | 1 100 | 4,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44 779 | −8,21 | 2 846 | 0,32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 811 | −12,38 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 54 765 | −6,94 | 3 481 | 1,69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 250 | −2,50 | 969 | 6,60 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 23 622 | −3,04 | 1 501 | 6,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 58 867 | −3,78 | 3 742 | 5,17 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 386 546 | −0,77 | 24 569 | 8,45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 025 785 | −1,90 | 65 199 | 7,22 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 29 570 | −29,61 | 1 879 | −23,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 916 | −1,60 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 187 | −1,28 | 2 046 | 7,91 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 14 994 | −8,02 | 953 | 0,53 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 13 157 | −12,49 | 836 | −4,35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 041 | −32,82 | 130 | −26,70 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14 414 | −5,36 | 916 | 3,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 22 381 | −3,15 | 1 423 | 5,88 | ||||
| 2025-08-29 | NP | DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A | 652 | −76,55 | 41 | −74,53 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 57 475 | −5,92 | 3 653 | 2,84 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 101 | −0,99 | 70 | 7,81 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 53 606 | −1,28 | 3 407 | 7,92 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 213 | −1,70 | 331 | 7,47 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 228 | −0,18 | 587 | 9,12 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19 672 | −0,16 | 1 250 | 9,08 | ||||
| 2025-04-24 | 13F | Philip James Wealth Mangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 74 136 | −1,66 | 4 712 | 7,48 |
