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.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 203 500 | −1,58 | 39 728 | 5,48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 285 | −6,95 | 42 | 0,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 44 682 | −1,40 | 1 475 | 5,66 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 175 224 | −6,13 | 5 784 | 0,61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 63 320 | −1,11 | 2 090 | 5,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 940 | −3,81 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 120 408 653 | −1,07 | 3 974 690 | 6,03 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1 305 819 | −2,56 | 43 | 4,88 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 29 227 | −0,37 | 965 | 6,76 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1 330 222 | −1,38 | 43 911 | 5,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 532 361 | −14,55 | 17 573 | −8,42 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 14 890 | −23,21 | 492 | −17,34 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 83 188 | −4,83 | 2 746 | 2,01 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 636 111 | −2,86 | 20 998 | 4,12 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 18 262 | −12,91 | 603 | −6,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 025 | −6,39 | 34 | 0,00 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 29 984 | −4,31 | 1 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 95 | −94,50 | 3 | −94,34 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 607 668 | −23,25 | 19 087 | −20,41 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 186 813 | −0,21 | 6 167 | 6,96 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 7 155 | −10,01 | 236 | −3,28 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 257 | −5,66 | 240 | 1,27 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 63 346 | −1,53 | 2 091 | 5,55 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 458 | −37,94 | 15 | −31,82 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 42 779 | −5,84 | 1 412 | 0,93 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 210 451 | −0,63 | 6 947 | 6,52 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 98 645 | −0,19 | 3 256 | 6,96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 105 | −5,05 | 103 | 2,00 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 332 382 | −17,36 | 10 440 | −14,30 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 32 985 | −12,37 | 1 089 | −6,13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 49 070 | −1,05 | 1 620 | 6,02 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 220 443 | −0,80 | 7 277 | 6,31 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 8 774 | −3,21 | 290 | 3,58 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 9 194 | −9,06 | 303 | −2,57 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 213 080 | −21,29 | 9 127 | 9,45 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8 718 | −0,01 | 288 | 7,09 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 75 | −68,22 | 2 | −71,43 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 301 | −85,43 | 637 | −84,39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 27 465 | −25,41 | 907 | −20,11 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 388 | −31,32 | 79 | −27,10 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 41 162 | −0,03 | 1 359 | 7,10 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 72 547 | −20,76 | 2 279 | −17,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 202 997 | −9,73 | 6 701 | −3,26 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 151 920 | −1,05 | 5 015 | 6,05 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 492 685 | −11,70 | 14 830 | −10,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770 490 | −15,01 | 25 418 | −8,98 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 23 052 | −5,43 | 682 | 0,74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Abel Hall, LLC | 14 341 | −4,12 | 473 | 2,83 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 102 798 | −1,53 | 3 166 | 2,96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 038 | −32,22 | 67 | −27,17 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | −84,42 | 2 | −85,71 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 20 112 | −10,58 | 664 | −4,19 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 112 703 | −55,19 | 3 720 | −51,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 51 108 | −2,60 | 1 687 | 4,39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 55 282 | −3,22 | 1 825 | 3,58 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 789 | −6,48 | 59 | 3,51 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 229 703 | −10,73 | 7 582 | −4,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 914 | −35,25 | 261 | −30,59 | ||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 2 356 | −3,64 | 78 | 2,67 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12 337 | −0,84 | 407 | 6,27 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28 545 | −0,19 | 942 | 7,05 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 20 664 | −0,80 | 682 | 6,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 329 | −21,96 | 44 | −17,31 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 385 | −23,76 | 13 | −20,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 751 | −38,93 | 223 | −24,49 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 221 507 | −5,56 | 7 312 | 1,20 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29 195 | −3,89 | 964 | 2,99 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 15 337 | −8,09 | 506 | −1,36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1 306 | −2,54 | 43 | 4,88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 293 | −2,66 | 109 | 3,85 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 931 | −15,36 | 31 | −9,09 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 273 | −2,85 | 108 | 4,85 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 9 234 | −7,18 | 305 | −0,65 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 41 236 | −13,56 | 1 361 | −7,35 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 47 300 | −11,75 | 1 561 | −5,39 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 592 | −1,36 | 53 | 6,12 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36 051 | −14,07 | 1 190 | −7,89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 817 | −25,37 | 291 | −18,03 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 328 | −10,63 | 11 | −9,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42 509 | −4,52 | 1 403 | 2,33 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 32 405 | −3,09 | 1 070 | 3,89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 134 602 | −2,32 | 4 443 | 4,69 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25 823 | −29,71 | 852 | −24,67 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2 236 513 | −30,38 | 73 827 | −25,39 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1 588 753 | −17,56 | 49 903 | −14,51 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 62 968 | −6,69 | 2 079 | 0,00 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 47 833 | −39,74 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 303 | −1,69 | 3 872 | 5,36 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 290 285 | −2,00 | 9 582 | 5,03 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 636 | −96,90 | 21 | −96,84 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 68 456 | −1,84 | 2 259 | 5,61 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 144 227 | −0,92 | 4 761 | 6,18 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 52 383 | −4,72 | 1 729 | 2,13 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15 488 | −22,96 | 511 | −17,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 348 | −5,69 | 11 | 0,00 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 16 678 878 | −6,56 | 550 570 | 0,14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 831 | −2,04 | 93 | 4,49 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 37 | −2,63 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 153 069 | −2,87 | 5 053 | 4,08 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 145 571 | −7,93 | 4 484 | −2,39 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 315 | −0,75 | 43 | 7,50 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 17 286 | −5,73 | 571 | 1,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 269 984 | −1,48 | 8 912 | 5,59 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 83 283 | −4,68 | 2 749 | 2,16 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3 198 | −2,50 | 106 | 3,96 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 314 379 | −1,49 | 10 378 | 5,58 | ||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 |
