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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90 683 | −2,17 | 347 | −5,71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 20 239 | −96,46 | 81 | −96,47 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 398 477 | −1,52 | 1 598 | 3,37 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 900 | −24,64 | 23 | −25,81 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 481 959 | −2,72 | 1 918 | −2,69 | ||||
| 2025-05-07 | 13F | Rareview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18 467 | −22,29 | 73 | −22,34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53 217 | −18,17 | 212 | −18,22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 471 575 | −11,79 | 1 877 | −11,80 | ||||
| 2025-05-09 | 13F | City Of London Investment Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 116 982 | −18,82 | 466 | −18,85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 93 767 | −7,72 | 373 | −7,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 121 401 | −7,85 | 483 | −7,82 | ||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Guggenheim Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 476 070 | −2,10 | 1 895 | −2,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 412 009 | −9,38 | 1 640 | −9,40 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 361 984 | −4,76 | 13 381 | −4,77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Uhlmann Price Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 18 504 | −44,97 | 74 | −45,11 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 34 141 | −10,15 | 136 | −10,60 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 119 700 | −1,64 | 481 | −1,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 686 164 | −10,73 | 2 731 | −10,76 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 918 863 | −18,48 | 3 565 | −21,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 105 365 | −1,40 | 419 | −1,41 |
