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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 10 816 | −2,41 | 563 | 2,37 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32 678 | −4,17 | 1 700 | 0,47 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 876 | −44,08 | 462 | −41,42 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 688 | −3,27 | 296 | 0,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 23 378 | −5,78 | 1 216 | −1,14 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 530 | −1,99 | 1 224 | 2,86 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 8 906 | −0,35 | 463 | 4,51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 933 | −4,66 | 846 | −3,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 127 657 | −2,81 | 58 685 | 1,94 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 398 | −38,38 | 541 | −35,87 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 22 798 | −1,37 | 1 186 | 3,40 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 73 754 | −63,77 | 3 837 | −62,01 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 82 628 | −8,74 | 4 298 | −4,30 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24 463 | −1,17 | 1 273 | 3,67 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 48 107 | −1,11 | 2 503 | 3,73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 160 732 | −3,45 | 8 361 | 1,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44 850 | −44,81 | 2 333 | −42,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 187 583 | −23,85 | 9 758 | −20,13 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5 298 | −4,51 | 276 | 0,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 665 | −7,16 | 295 | −2,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 387 | −4,92 | 0 | |||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 390 | −0,72 | 228 | 4,11 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 6 129 | −39,36 | 319 | −36,53 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 13 816 | −0,60 | 719 | 3,46 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 46 387 | −58,04 | 2 413 | −55,98 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 81 360 | −0,37 | 4 232 | 4,49 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 150 578 | −0,43 | 7 833 | 4,44 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 121 808 | −1,31 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 097 | −1,22 | 421 | 3,69 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 601 | −6,29 | 1 124 | −1,75 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 826 517 | −3,22 | 42 995 | 1,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 935 539 | −2,82 | 48 667 | 1,92 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 14 030 | −10,79 | 730 | −6,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 53 | −52,25 | 3 | −60,00 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 336 | −38,21 | 278 | −35,28 | ||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103 727 | −2,95 | 5 516 | 4,06 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 359 916 | −7,81 | 18 723 | −3,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 836 | −9,43 | 772 | −4,10 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11 258 | −17,41 | 597 | −3,40 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 068 | −0,99 | 576 | 4,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 348 866 | −2,61 | 174 | 2,35 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 926 | −0,54 | 48 | 4,35 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 853 | −7,65 | 252 | −3,08 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14 912 | −88,08 | 776 | −87,50 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 37 208 | −5,53 | 1 936 | −0,92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 181 | −67,68 | 61 | −66,30 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6 664 | −3,57 | 347 | 1,17 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 8 255 | −1,13 | 429 | 3,62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 36 454 | −14,58 | 1 896 | −10,40 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 497 | −5,00 | 910 | −0,33 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 221 | −11,44 | 376 | −7,18 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 300 474 | −29,50 | 15 631 | −26,06 | ||||
| 2025-04-23 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 561 496 | −5,00 | 29 209 | −0,36 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 7 949 | −1,86 | 414 | 2,99 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 41 127 | −18,81 | 2 139 | −14,85 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 121 678 | −7,11 | 6 330 | −2,59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 114 122 | −0,60 | 5 937 | 4,25 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13 544 | −13,98 | 705 | −9,86 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 76 | −50,00 | 4 | −57,14 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 196 224 | −0,32 | 114 248 | 4,54 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37 690 | −12,23 | 1 990 | −0,50 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 195 | −5,99 | 2 143 | −1,43 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 392 | −19,86 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21 860 | −35,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 722 | −0,16 | 1 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 84 247 | −4,25 | 4 383 | 0,41 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 479 | −0,83 | 285 | 4,01 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 406 | −86,30 | 333 | −85,63 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 8 600 | −5,49 | 447 | −0,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 500 | −30,33 | 442 | −26,94 | |||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42 613 | −4,74 | 2 217 | −0,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38 303 | −76,10 | 1 993 | −74,94 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 51 689 | −21,47 | 2 689 | −17,65 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 82 600 | −3,22 | 4 294 | 1,42 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 110 579 | −0,95 | 5 752 | 3,88 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 25 894 | −1,24 | 1 347 | 3,62 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 452 | −70,46 | 24 | −69,74 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 038 | −0,86 | 210 | 3,96 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 643 | −41,86 | 85 | −39,29 |
