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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Modern Wealth Management, LLC | 5 518 | −15,34 | 349 | −5,18 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 202 598 | −7,12 | 12 796 | 3,94 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 996 | −79,01 | 317 | −76,47 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 188 | −1,49 | 75 | 10,29 | ||||
2025-08-14 | 13F | Fmr Llc | 4 944 | −13,88 | 312 | −3,41 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3 922 | −16,05 | 248 | −6,08 | ||||
2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 899 593 | −3,32 | 56 818 | 8,19 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 233 | −59,76 | 394 | −55,03 | ||||
2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 13 503 | −9,85 | 853 | 0,83 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 149 | −4,34 | 704 | 7,15 | ||||
2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 117 692 | −3,45 | 7 433 | 8,05 | ||||
2025-08-15 | 13F | Morgan Stanley | 568 511 | −1,33 | 35 907 | 10,42 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 42 154 | −22,79 | 2 662 | −13,60 | ||||
2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 127 224 | −3,84 | 8 035 | 7,62 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 470 802 | −13,86 | 29 736 | −3,61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-05-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31 495 | −1,29 | 1 989 | 10,50 | ||||
2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 1 549 976 | −8,91 | 97 896 | 1,94 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 86 818 | −11,27 | 5 483 | −0,71 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 67 713 | −8,94 | 4 277 | 1,91 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 52 084 | −0,98 | 3 290 | 10,82 | ||||
2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 14 449 | −4,03 | 913 | 7,42 | ||||
2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 68 937 | −2,37 | 4 354 | 9,26 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 240 | −2,04 | 15 | 15,38 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 370 460 | −4,66 | 23 | 9,52 | ||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 35 049 | −1,67 | 2 214 | 10,04 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | −75,00 | 2 | −71,43 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 145 733 | −2,93 | 9 204 | 8,63 | ||||
2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 70 386 | −7,82 | 4 446 | 3,16 | ||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 8 591 482 | −10,12 | 542 638 | 0,58 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 727 | −2,52 | 1 751 | 9,10 | ||||
2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 58 020 | −5,03 | 3 665 | 6,26 | ||||
2025-08-26 | NP | FMTZX - Franklin Moderate Allocation Fund Advisor Class | 1 378 267 | −11,28 | 87 051 | −0,71 | ||||
2025-08-04 | 13F | Atria Investments Llc | 24 310 | −90,54 | 1 535 | −89,42 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 65 192 | −2,65 | 4 118 | 8,94 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 23 554 | −54,25 | 1 488 | −48,81 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 57 285 | −53,71 | 3 618 | −48,40 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 82 305 | −0,83 | 5 198 | 10,97 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 15 651 | −58,63 | 989 | −53,72 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 621 | −7,93 | 292 | 2,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 427 | −0,95 | 12 | 10,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5 944 | −6,60 | 375 | 4,46 |