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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 40 355 | −10,11 | 1 697 | 4,37 | ||||
2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 31 972 | −8,27 | 1 344 | 6,58 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7 190 | −13,82 | 302 | 0,00 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 278 583 | −7,81 | 11 714 | 7,08 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 37 096 | −1,16 | 1 560 | 14,80 | ||||
2025-08-15 | 13F | Keel Point, LLC | 9 359 | −21,95 | 394 | −9,45 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 292 | −77,64 | 12 | −74,47 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 30 093 504 | −35,66 | 1 265 432 | −25,26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 16 262 | −10,95 | 684 | 3,33 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 020 | −20,00 | 253 | −6,99 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 22 564 | −5,39 | 1 | |||||
2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 143 595 | −1,31 | 6 038 | 14,64 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 193 149 | −9,98 | 8 122 | 4,56 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 174 073 | −3,17 | 7 320 | 12,48 | ||||
2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2 487 | −7,99 | 105 | 7,22 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 32 866 | −7,89 | 1 382 | 7,05 | ||||
2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 349 | −60,05 | 435 | −53,58 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 179 885 | −4,21 | 7 564 | 11,27 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 6 020 | −14,55 | 253 | −0,78 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 268 371 | −41,62 | 11 280 | −32,21 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 | −90,16 | 1 | −100,00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 140 | −7,08 | 300 | 7,91 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 590 422 | −2,70 | 24 827 | 13,02 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 211 027 | −2,83 | 8 874 | 12,87 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 4 035 | −3,77 | 0 | |||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 109 207 | −0,52 | 4 592 | 15,55 | ||||
2025-08-14 | 13F | Mariner, LLC | 33 615 | −4,82 | 1 413 | 10,56 | ||||
2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 52 878 | −4,45 | 2 224 | 10,98 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 976 | −0,42 | 251 | 15,67 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Northland Capital Management LLC | 18 938 | −6,83 | 796 | 8,30 | ||||
2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 122 547 | −1,92 | 5 153 | 13,95 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 336 | −1,55 | 56 | 14,29 | ||||
2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 142 753 | −2,22 | 6 003 | 13,59 | ||||
2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 486 | −16,56 | 231 | −2,95 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16 888 | −13,85 | 710 | 0,14 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 21 291 | −27,52 | 895 | −15,80 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 62 524 | −3,54 | 2 629 | 12,06 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 338 | −26,68 | 14 | −12,50 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 72 | −91,94 | 3 | −90,62 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 854 | −5,27 | 1 129 | 10,04 | ||||
2025-08-12 | 13F | Bokf, Na | 12 | −86,96 | 1 | −100,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 286 | −9,68 | 96 | 5,49 | ||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 14 470 | −0,82 | 608 | 15,15 | ||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | RHS Financial, LLC | 14 763 | −26,36 | 621 | −14,48 | ||||
2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 292 | −57,00 | 12 | −50,00 | ||||
2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 1 805 | −11,35 | 76 | 2,74 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 197 560 | −2,68 | 8 307 | 13,05 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 61 019 | −3,45 | 3 | 0,00 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 31 927 | −0,47 | 1 343 | 15,59 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 352 | −27,31 | 57 | −8,20 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 670 | −10,07 | 70 | 4,48 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 9 130 | −0,65 | 384 | 15,36 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 740 | −42,99 | 73 | −33,64 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 49 435 | −9,06 | 2 079 | 5,64 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 5 666 | −0,67 | 238 | 15,53 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 114 | −34,86 | 5 | −33,33 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2 235 | −28,30 | 94 | −20,51 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10 | −52,38 | 0 | |||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 11 180 | −18,35 | 469 | −5,25 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 15 034 | −14,32 | 632 | −0,47 | ||||
2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8 468 | −3,75 | 356 | 11,95 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 21 | −92,11 | 1 | −100,00 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 15 410 | −3,64 | 648 | 11,94 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 80 670 | −8,39 | 3 392 | 6,43 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 317 | −0,30 | 56 | 14,29 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 215 654 | −8,59 | 9 068 | 6,18 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 635 | −90,95 | 27 | −89,72 | ||||
2025-08-14 | 13F | Fmr Llc | 17 330 | −98,82 | 729 | −98,63 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 2 445 | −38,94 | 103 | −29,17 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 177 | −17,89 | 428 | −4,69 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Clarius Group, LLC | 26 191 | −21,16 | 1 101 | −8,40 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113 | −6,61 | 5 | 0,00 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 7 857 | −6,49 | 330 | 8,55 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 39 507 | −12,75 | 1 661 | 1,34 | ||||
2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 531 | −64,66 | 106 | −56,56 | ||||
2025-08-12 | 13F | LPL Financial LLC | 47 009 | −0,74 | 1 977 | 15,29 | ||||
2025-08-08 | 13F | Creative Planning | 158 829 | −0,34 | 6 679 | 15,76 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 488 | −68,82 | 105 | −63,89 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 79 314 | −1,10 | 3 359 | 15,67 | ||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 14 606 | −8,88 | 614 | 5,86 |