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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 23 300 | −12,13 | 1 192 | −12,10 | ||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 222 | −40,80 | 11 | −38,89 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 375 | −15,85 | 428 | −15,75 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 56 213 | −1,03 | 2 875 | −3,65 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 40 585 | −17,86 | 2 075 | −15,03 | ||||
| 2025-07-16 | 13F | American National Bank | 14 877 | −8,52 | 761 | −8,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 68 841 | −3,54 | 3 521 | −3,51 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 197 367 | −59,72 | 10 178 | −55,66 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 169 | −65,86 | 9 | −66,67 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 22 505 | −4,57 | 1 151 | −4,48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 507 | −16,43 | 537 | −14,63 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 90 921 | −0,94 | 4 651 | −0,92 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 27 133 | −0,03 | 1 388 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 684 | −4,77 | 905 | −4,74 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12 957 | −1,17 | 663 | −1,19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 422 155 | −3,05 | 22 | −4,55 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 309 | −18,44 | 272 | −18,37 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 801 | −14,74 | 194 | −11,82 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 426 | −57,86 | 22 | −58,82 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 61 394 | −6,01 | 3 140 | −5,96 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 141 | −70,87 | 7 | −70,83 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 588 | −3,80 | 542 | −3,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 26 946 | −3,25 | 1 378 | −3,23 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 48 151 | −4,35 | 2 463 | −4,31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 56 039 | −20,80 | 2 866 | −20,76 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 561 | −4,76 | 233 | −4,51 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 963 | −14,67 | 612 | −14,66 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 086 | −1,94 | 1 130 | −1,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 98 934 | −0,25 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 95 118 | −26,64 | 4 865 | −26,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28 840 | −4,98 | 1 475 | −4,90 | ||||
| 2025-05-14 | 13F | Apexium Financial, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 412 | −0,87 | 175 | −0,57 | ||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8 600 | −25,77 | 440 | −25,84 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 372 | −5,09 | 275 | −5,19 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 606 | −5,76 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 | −59,62 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 16 193 | −99,63 | 828 | 862,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 418 | −0,82 | 124 | −0,81 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10 688 | −2,73 | 547 | −2,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 573 | −23,63 | 541 | −23,62 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 756 | −2,23 | 141 | −2,10 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 20 562 | −1,98 | 1 052 | −1,96 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 19 714 | −70,03 | 1 | −66,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 23 845 | −28,24 | 1 219 | −25,76 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 91 281 | −2,94 | 4 669 | −2,91 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 5 811 | −32,72 | 297 | −32,65 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 125 | −14,93 | 1 848 | −12,01 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4 715 | −4,26 | 241 | −3,98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 871 | −9,86 | 454 | −9,94 |
