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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 560 | −2,70 | 259 | 7,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70 527 | −0,62 | 2 414 | 10,33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 61 760 | −3,27 | 2 114 | 7,42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 448 | −94,52 | 15 | −94,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 879 447 | −2,15 | 30 103 | 8,61 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56 319 | −36,37 | 1 928 | −29,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 749 022 | −2,67 | 23 100 | 4,52 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 108 416 | −12,15 | 3 711 | −2,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28 975 | −12,81 | 992 | −3,22 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 847 | −13,29 | 371 | −3,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 570 | −0,57 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 843 707 | −0,53 | 63 110 | 10,41 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 665 | −5,45 | 365 | 5,19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 84 127 | −36,23 | 2 880 | −29,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 206 | −39,28 | 247 | −32,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65 252 | −1,58 | 2 234 | 9,25 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 229 075 | −10,71 | 7 383 | −3,75 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 750 747 | −2,90 | 25 698 | 7,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 238 | −21,93 | 385 | −13,32 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 948 892 | −1,46 | 32 481 | 9,37 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21 763 | −2,50 | 745 | 8,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 448 | −18,00 | 631 | −8,95 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 30 824 | −10,31 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 71 293 | −1,70 | 2 440 | 9,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 70 731 | −0,94 | 2 421 | 9,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 101 440 | −8,11 | 3 472 | 2,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 318 396 | −19,45 | 10 899 | −10,61 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 267 156 | −5,70 | 9 030 | 3,34 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 59 956 | −42,41 | 2 052 | −36,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 561 257 | −36,09 | 19 212 | −29,07 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 8 575 507 | −0,95 | 293 540 | 9,94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 236 515 | −1,27 | 8 096 | 9,58 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 851 829 | −6,62 | 29 | 3,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 341 743 | −6,75 | 11 698 | 3,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | −87,80 | 16 | −87,07 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 135 288 | −1,23 | 4 631 | 9,61 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 27 800 | −9,74 | 952 | 0,21 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 691 | −23,82 | 640 | −15,48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 33 340 | −17,02 | 1 141 | −7,91 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 | −95,58 | 3 | −95,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 020 | −6,09 | 69 | 1,47 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 237 354 | −45,98 | 42 355 | −40,04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 46 920 | −2,50 | 1 606 | 8,22 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 228 | −0,66 | 282 | 10,59 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 410 664 | −11,87 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9 495 | −0,01 | 325 | 11,30 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32 517 | −22,12 | 1 113 | −13,52 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 005 | −14,27 | 240 | −4,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 160 | −60,28 | 279 | −55,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 051 | −7,79 | 207 | 2,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 289 | −8,20 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 655 614 | −4,16 | 22 442 | 6,37 |
