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.
Uppgraderaför att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 23 936 | −4,71 | 1 138 | −4,61 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 9 424 | −0,44 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 149 938 | −1,24 | 7 128 | −1,11 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 8 041 | −30,56 | 382 | −30,42 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 180 | −30,52 | 769 | −30,41 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 373 | −14,26 | 301 | −14,49 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 28 092 | −8,59 | 1 335 | −8,50 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 1 213 710 | −21,13 | 57 700 | −21,03 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 62 600 | −0,11 | 2 943 | −1,08 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 21 543 | −0,93 | 1 024 | −0,78 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 839 143 | −8,79 | 39 893 | −8,67 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 9 715 | −0,05 | 462 | 0,00 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 13 284 | −2,14 | 632 | −2,02 | ||||
2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Canopy Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 4 300 | −2,21 | 204 | −1,92 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 18 945 | −2,92 | 901 | −2,81 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 76 110 | −0,69 | 3 618 | −0,55 | ||||
2025-07-31 | 13F | GenTrust, LLC | 27 699 | −1,23 | 1 317 | −1,13 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 188 268 | −0,77 | 9 | −11,11 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 140 808 | −1,62 | 6 694 | −1,49 | ||||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78 595 | −7,77 | 3 729 | −6,35 | ||||
2025-08-12 | 13F | Eley Financial Management, Inc | 51 208 | −4,07 | 2 434 | −3,87 | ||||
2025-08-14 | 13F | Nepc Llc | 78 457 | −36,88 | 3 730 | −36,81 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 8 295 | −2,77 | 394 | −2,72 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 189 711 | −10,23 | 9 019 | −10,12 | ||||
2025-08-15 | 13F | Truefg, Llc | 11 720 | −0,94 | 557 | −0,71 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 21 839 | −0,49 | 1 038 | −0,38 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 194 | −40,67 | 9 | −40,00 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 103 570 | −4,33 | 4 924 | −4,20 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 33 340 | −10,68 | 1 585 | −10,61 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 54 237 | −1,18 | 2 578 | −1,04 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22 564 | −1,81 | 1 073 | −1,74 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 45 577 | −17,23 | 2 167 | −17,14 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 7 801 | −4,67 | 371 | −4,64 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 76 859 | −1,70 | 3 654 | −1,59 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 160 581 | −6,94 | 7 634 | −6,81 | ||||
2025-08-08 | 13F | Creative Planning | 78 995 | −3,70 | 3 755 | −3,57 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 608 708 | −6,20 | 76 478 | −6,08 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 789 400 | −2,36 | 37 525 | −2,29 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 14 497 | −0,02 | 689 | 0,15 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 5 562 | −3,17 | 264 | −2,94 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Dohj, Llc | 191 789 | −4,82 | 8 980 | −6,15 | ||||
2025-08-13 | 13F | M&t Bank Corp | 696 903 | −3,26 | 33 131 | −3,13 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 4 413 | −19,07 | 210 | −18,99 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 14 471 | −0,50 | 688 | −0,43 | ||||
2025-08-08 | 13F | Wealth Alliance | 6 840 | −34,56 | 325 | −34,48 | ||||
2025-07-18 | 13F | Swp Financial Llc | 4 519 | −1,85 | 215 | −1,83 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 10 600 | −19,08 | 504 | −19,00 | |||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 65 913 | −26,00 | 3 133 | −25,90 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 39 861 | −38,01 | 1 895 | −37,96 | ||||
2025-04-22 | 13F | Veridan Wealth LLC | 9 284 | −26,57 | 441 | −25,30 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 78 558 | −9,02 | 3 735 | −8,90 | ||||
2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 13 268 | −7,29 | 631 | −7,22 | ||||
2025-07-23 | 13F | Friedenthal Financial | 16 046 | −20,86 | 763 | −20,79 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 920 | −14,69 | 186 | −14,68 | ||||
2025-08-04 | 13F | One Day In July LLC | 33 251 | −0,13 | 1 581 | 0,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 107 315 | −5,80 | 5 102 | −5,69 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 535 | −51,15 | 595 | −51,23 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 6 555 | −44,95 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 5 564 | −2,01 | 265 | −1,86 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 564 | −5,37 | 27 | −7,14 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 39 504 | −8,67 | 1 878 | −8,52 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 39 062 | −3,91 | 1 857 | −3,78 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48 729 | −2,68 | 2 312 | −1,15 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 33 462 | −7,01 | 1 591 | −6,91 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Hsbc Holdings Plc | 30 300 | −58,15 | 1 440 | −58,10 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10 551 | −7,73 | 502 | −7,56 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fountainhead AM, LLC | 5 044 | −4,12 | 240 | −4,02 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 793 | −0,15 | 228 | 0,00 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 37 713 | −3,48 | 2 | 0,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 62 948 | −0,99 | 2 993 | −0,86 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 598 | −7,41 | 219 | −7,23 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 881 | −9,08 | 42 | −10,87 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 952 | −98,04 | 0 | −100,00 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 38 978 | −6,19 | 1 853 | −6,03 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 20 890 | −0,00 | 993 | 0,20 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 23 998 | −1,41 | 1 132 | −1,57 | ||||
2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 6 914 | −3,06 | 329 | −2,96 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 8 205 | −2,36 | 385 | −1,79 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 24 416 | −51,49 | 1 161 | −51,44 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 31 060 | −1,45 | 1 | 0,00 | ||||
2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 128 535 | −9,35 | 6 111 | −9,23 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 6 411 | −37,54 | 305 | −37,58 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 829 | −2,37 | 230 | −2,14 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 158 301 | −1,08 | 7 526 | −0,96 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 9 163 | −0,59 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 30 518 | −4,89 | 1 451 | −4,79 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 72 485 | −9,03 | 3 446 | −8,93 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 181 833 | −3,85 | 9 | 0,00 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 5 806 | −0,62 | 276 | −0,36 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 805 | −0,04 | 609 | 0,00 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4 720 | −1,46 | 224 | −1,32 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 63 | −57,43 | 3 | −71,43 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 52 437 | −68,87 | 2 493 | −68,83 | ||||
2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 79 207 | −10,00 | 3 758 | −8,61 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 23 091 | −7,41 | 1 098 | −7,35 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 11 512 | −4,54 | 547 | −4,37 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 106 909 | −2,55 | 5 082 | −2,42 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 6 133 | −2,85 | 292 | −2,68 | ||||
2025-08-07 | 13F | Keystone Financial Services | 4 718 | −25,47 | 224 | −25,33 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 180 | −16,28 | 9 | −20,00 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 21 614 | −0,01 | 1 028 | 0,10 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 17 247 | −8,20 | 820 | −6,83 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 4 858 | −4,69 | 231 | −4,96 | ||||
2025-08-12 | 13F | Change Path, LLC | 10 929 | −9,01 | 520 | −8,95 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 729 | −26,95 | 35 | −27,66 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 42 922 | −15,29 | 2 041 | −15,18 | ||||
2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 121 899 | −0,02 | 5 784 | 1,53 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 13 886 | −0,53 | 660 | −0,30 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 114 444 | −9,83 | 5 441 | −9,71 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 60 510 | −6,87 | 2 877 | −6,74 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9 084 | −91,32 | 432 | −91,33 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 14 429 | −15,46 | 686 | −11,84 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 8 772 | −2,20 | 417 | −1,88 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 36 411 | −3,94 | 1 731 | −3,84 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 5 060 | −1,88 | 241 | −1,64 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 226 | −22,80 | 153 | −22,84 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 4 656 | −47,25 | 221 | −47,26 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 10 000 | −44,44 | 475 | −44,38 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 87 005 | −1,42 | 4 136 | −1,29 | ||||
2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 7 771 | −1,07 | 369 | −0,81 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 19 655 | −4,41 | 934 | −4,30 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 610 | −18,88 | 29 | −20,00 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 202 | −4,96 | 485 | −4,72 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11 521 | −38,38 | 548 | −38,33 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 125 686 | −0,08 | 5 975 | 0,05 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 16 978 | −2,19 | 807 | −2,06 | ||||
2025-07-18 | 13F | Truist Financial Corp | 172 063 | −0,81 | 8 180 | −0,69 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 43 300 | −0,40 | 2 058 | −0,29 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17 073 | −3,02 | 812 | −2,87 | ||||
2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 119 007 | −2,88 | 5 658 | −2,75 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 5 444 | −7,18 | 259 | −7,19 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 85 668 | −6,68 | 4 073 | −6,56 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 15 913 | −15,61 | 757 | −14,27 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 5 870 | −23,58 | 279 | −23,35 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 41 990 | −4,84 | 1 996 | −4,73 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 362 | −36,16 | 302 | −36,15 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 7 920 | −1,98 | 377 | −1,83 |