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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 5 830 | −39,51 | 378 | −29,35 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 923 | −63,98 | 773 | −57,99 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 62 680 | −0,66 | 4 065 | 15,85 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 770 | −31,91 | 1 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 12 120 | −19,80 | 786 | −6,55 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 126 730 | −0,19 | 7 047 | −4,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 28 973 | −4,03 | 1 879 | 11,92 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 030 | −11,35 | 132 | −1,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8 240 | −16,32 | 534 | −2,38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 945 | −35,66 | 321 | −25,06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 776 | −0,52 | 1 | |||||
| 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 | 613 | −7,54 | 35 | −5,41 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 40 944 | −5,68 | 2 655 | 10,03 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 445 | −1,57 | 94 | 14,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 243 | −31,48 | 1 896 | −20,10 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24 751 | −1,71 | 1 605 | 14,64 | ||||
| 2025-04-30 | 13F | First Interstate Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 8 268 | −21,79 | 536 | −8,84 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 9 589 | −0,83 | 622 | 15,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 210 339 | −3,93 | 13 640 | 12,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58 625 | −2,30 | 3 802 | 13,94 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 452 | −42,15 | 351 | −33,59 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 | −94,74 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 209 | −25,42 | 1 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 598 | −5,74 | 233 | 9,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4 855 | −0,72 | 315 | 15,87 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 884 | −2,73 | 1 160 | 13,41 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 106 443 | −0,03 | 6 903 | 16,59 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 84 | −14,29 | 5 | 0,00 | ||||
| 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 | 2 296 | −0,22 | 131 | 0,77 | ||||
| 2025-08-08 | 13F | Creative Planning | 48 026 | −7,42 | 3 114 | 7,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 413 | −2,74 | 3 334 | 13,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 20 057 | −4,56 | 1 301 | 9,52 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 |
