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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 86 300 | −67,35 | 2 094 | −67,60 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 19 249 | −3,97 | 467 | −4,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 625 | −60,65 | 1 | −100,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 8 766 | −0,65 | 213 | −1,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 48 240 | −32,13 | 1 170 | −32,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 896 998 | −6,08 | 70 281 | −6,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 289 | −68,95 | 201 | −69,17 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 142 | −0,87 | 440 | −1,57 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 37 765 | −3,31 | 916 | −3,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 157 | −95,69 | 222 | −95,73 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 35 818 | −10,90 | 1 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 110 361 | −2,02 | 2 677 | −2,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 162 092 | −0,19 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 26 622 | −10,26 | 646 | −11,03 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 16 593 | −8,42 | 403 | −9,05 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 21 618 | −7,92 | 524 | −8,55 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 199 428 | −5,27 | 4 838 | −5,97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 748 | −34,67 | 528 | −35,18 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 27 158 | −5,03 | 659 | −5,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 071 | −24,56 | 75 | −25,25 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 31 266 | −27,33 | 759 | −27,88 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 27 245 | −66,25 | 661 | −66,53 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 47 743 | −41,11 | 1 158 | −41,54 | ||||
| 2025-05-15 | 13F/A | Morgan Stanley | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 582 | −1,49 | 305 | −2,24 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 317 478 | −24,34 | 7 702 | −24,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 281 | −16,17 | 887 | −16,18 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 23 055 | −2,50 | 559 | −3,12 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 471 991 | −3,30 | 11 451 | −4,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156 059 | −25,18 | 3 786 | −25,74 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 105 094 | −17,14 | 2 550 | −17,75 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 3 582 | −9,41 | 87 | −10,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 129 | −13,58 | 221 | −14,34 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29 747 | −25,21 | 722 | −25,82 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 786 | −85,03 | 213 | −85,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 555 398 | −0,77 | 13 474 | −1,51 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 18 553 | −2,49 | 450 | −3,02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 |
