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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | Grand Wealth Management, Llc | 16 895 | −17,77 | 863 | −15,97 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54 400 | −5,81 | 2 779 | −3,74 | ||||
2025-08-29 | NP | JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T | 457 174 | −1,02 | 23 357 | 1,16 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 120 841 | −7,56 | 6 174 | −5,52 | ||||
2025-07-23 | 13F | Sachetta, LLC | 22 129 | −1,50 | 1 131 | 0,62 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 15 447 | −4,75 | 1 | |||||
2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Horan Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 8 798 | −13,74 | 449 | −11,79 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 142 844 | −3,15 | 7 278 | −1,72 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 63 417 | −5,21 | 3 240 | −3,11 | ||||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 106 115 | −5,04 | 5 421 | −2,95 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 22 954 | −1,88 | 1 173 | 0,26 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 | −99,87 | 0 | −100,00 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 4 508 | −71,81 | 230 | −71,21 | ||||
2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Pointe Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 800 | −37,50 | 41 | −36,51 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 17 501 | −1,70 | 894 | 0,56 | ||||
2025-07-16 | 13F | American National Bank | 109 | −8,40 | 6 | 0,00 | ||||
2025-08-14 | 13F | Eight 31 Financial Llc | 18 402 | −0,16 | 940 | 2,06 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 77 376 | −1,57 | 3 953 | 0,61 | ||||
2025-08-14 | 13F | Betterment LLC | 1 466 453 | −0,32 | 75 | 1,37 | ||||
2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | NP | JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T | 415 865 | −1,04 | 21 247 | 1,14 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 61 476 | −9,87 | 3 141 | −7,89 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 11 997 | −13,61 | 613 | −11,82 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 33 928 | −3,81 | 1 733 | −3,08 | ||||
2025-07-15 | 13F | Bfsg, Llc | 30 835 | −4,61 | 1 575 | −2,48 | ||||
2025-07-09 | 13F | Exchange Bank | 22 592 | −2,29 | 1 154 | −0,09 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 13 745 | −0,79 | 702 | 1,45 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 4 440 | −2,87 | 227 | −0,88 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 510 325 | −0,33 | 26 073 | 1,86 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 11 156 | −3,61 | 570 | −1,56 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 13 704 | −1,67 | 1 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 2 188 | −26,11 | 112 | −25,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 043 236 | −27,30 | 104 348 | −25,71 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 25 371 | −17,19 | 1 296 | −15,35 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 061 276 | −4,55 | 54 221 | −2,45 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 519 957 | −2,47 | 26 565 | −0,32 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 63 723 | −0,85 | 3 256 | 1,34 | ||||
2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Dohj, Llc | 6 237 | −0,06 | 315 | 1,29 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 314 | −25,77 | 0 | |||||
2025-08-13 | 13F | JT Stratford LLC | 10 118 | −5,08 | 517 | −3,01 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 500 | −11,29 | 281 | −9,39 | |||
2025-07-23 | 13F | Friedenthal Financial | 31 147 | −5,11 | 1 591 | −2,99 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 100 | −54,95 | 209 | −53,96 | |||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 394 | −5,06 | 20 | 0,00 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 9 165 | −15,67 | 468 | −13,81 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 1 968 201 | −1,79 | 100 339 | 0,16 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 9 512 | −15,43 | 486 | −13,70 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 237 | −91,29 | 472 | −91,11 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 23 480 | −16,01 | 1 200 | −14,17 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 181 552 | −1,56 | 9 275 | 0,61 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 4 799 | −1,38 | 245 | 0,82 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 14 927 | −57,22 | 763 | −56,31 | ||||
2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Archer Investment Management, LLC | 12 360 | −10,40 | 631 | −8,42 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 195 107 | −8,65 | 9 968 | −6,65 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Janus Henderson Group Plc | 1 635 834 | −0,90 | 83 575 | 1,30 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Horizons Wealth Management | 22 795 | −3,39 | 1 165 | −1,27 | ||||
2025-05-13 | 13F | Peak Financial Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 32 388 | −5,05 | 1 655 | −2,99 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8 943 | −22,61 | 457 | −20,97 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 858 | −92,94 | 95 | −92,85 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 500 070 | −46,13 | 25 549 | −44,94 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 251 806 | −3,57 | 12 865 | −1,45 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 822 | −87,10 | 0 | |||||
2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 6 318 | −20,19 | 323 | −18,48 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 237 | −17,99 | 12 | −14,29 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 70 315 | −2,73 | 4 | 0,00 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 11 603 | −27,75 | 593 | −26,18 | ||||
2025-04-09 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Global View Capital Management LLC | 29 052 | −13,85 | 1 484 | −11,93 | ||||
2025-04-15 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | KWB Wealth | 49 636 | −0,27 | 2 481 | −0,12 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4 718 | −89,17 | 0 | −100,00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 22 738 | −1,34 | 1 | 0,00 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 47 409 | −0,42 | 2 422 | 1,76 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 106 | −34,97 | 5 | −37,50 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Kooman & Associates | 127 662 | −5,22 | 6 522 | −3,13 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 77 610 | −0,96 | 3 965 | 1,23 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9 894 | −6,79 | 505 | −4,54 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | PDS Planning, Inc | 196 152 | −0,41 | 10 021 | 1,78 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 8 471 | −0,59 | 433 | 1,65 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 42 889 | −1,08 | 2 191 | 1,11 | ||||
2025-08-11 | 13F | Eq Llc | 31 483 | −60,25 | 1 608 | −59,38 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 13 400 | −8,34 | 685 | −6,30 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 40 573 | −33,54 | 2 073 | −32,09 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 57 565 | −3,02 | 2 941 | −0,91 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 581 | −9,36 | 30 | −9,37 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 825 | −1,67 | 42 | 2,44 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 13 725 | −3,15 | 701 | −0,99 | ||||
2025-07-30 | 13F | Matson Money. Inc. | 8 532 724 | −2,06 | 435 937 | 0,06 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 396 415 | −2,78 | 20 253 | −0,64 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 207 079 | −5,40 | 10 580 | −3,32 | ||||
2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 8 440 114 | −1,48 | 429 264 | −0,64 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 16 382 | −11,51 | 834 | −11,09 | ||||
2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Planwiser Financial, Llc | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Amarillo National Bank | 500 872 | −6,22 | 25 590 | −4,16 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 10 620 | −0,94 | 543 | 1,31 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 27 252 | −34,22 | 1 392 | −32,75 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | −99,09 | 0 | −100,00 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 620 | −38,94 | 645 | −37,60 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 15 211 | −25,15 | 777 | −23,45 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 476 | −8,93 | 944 | −7,00 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mason & Associates, LLC | 299 543 | −5,32 | 15 304 | −3,24 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 63 484 | −5,31 | 3 243 | −3,22 | ||||
2025-05-09 | 13F | Drucker Wealth 3.0, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 837 | −11,23 | 247 | −9,19 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 194 878 | −4,96 | 9 956 | −2,87 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 7 712 | −7,70 | 394 | −5,52 | ||||
2025-08-29 | NP | JSPGX - Janus Henderson Global Allocation Fund - Growth Class T | 227 330 | −1,85 | 11 614 | 0,31 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 100 864 | −0,45 | 5 153 | 1,74 | ||||
2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 72 997 | −3,47 | 3 713 | −2,65 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 60 037 | −35,28 | 3 067 | −33,86 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 6 309 | −30,97 | 322 | −29,39 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 45 223 | −0,02 | 2 310 | 2,17 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 612 | −36,34 | 1 257 | −34,94 |