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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Summit Wealth Partners, LLC | 73 974 | −2,87 | 3 599 | −2,28 | ||||
2025-07-10 | 13F | Trust Point Inc. | 1 688 601 | −7,10 | 82 151 | −6,52 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 30 133 | −36,25 | 1 466 | −35,89 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 12 065 | −8,94 | 587 | −8,44 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 27 443 | −0,17 | 1 335 | 0,45 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 9 890 | −11,38 | 481 | −10,76 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 137 067 | −4,75 | 6 624 | −4,04 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 129 174 | −1,48 | 6 284 | −0,87 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 571 138 | −0,63 | 27 786 | −0,01 | ||||
2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 61 790 | −1,63 | 3 006 | 100 100,00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 12 918 | −0,28 | 1 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 66 437 | −7,34 | 3 232 | −6,75 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 669 | −1,47 | 33 | 0,00 | ||||
2025-07-08 | 13F | Corepath Wealth Partners Llc | 115 079 | −5,22 | 5 568 | −4,89 | ||||
2025-07-10 | 13F | Security National Bank | 4 064 | −3,95 | 198 | −3,43 | ||||
2025-08-04 | 13F | Spinnaker Trust | 1 338 348 | −2,90 | 65 111 | −2,30 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 9 896 | −47,54 | 481 | −47,26 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 20 709 | −8,56 | 1 008 | −8,04 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Studio Investment Management Llc | 7 730 | −24,62 | 376 | −24,04 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51 387 | −1,01 | 2 500 | −0,40 | ||||
2025-07-11 | 13F | First PREMIER Bank | 27 736 | −2,42 | 1 | 0,00 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 995 387 | −0,07 | 97 076 | 0,55 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-05-21 | 13F | Schmidt P J Investment Management Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 46 901 | −0,95 | 2 282 | −0,35 | ||||
2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15 865 | −64,15 | 772 | −63,96 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 27 765 | −2,49 | 1 351 | −1,89 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 400 472 | −19,58 | 116 783 | −19,08 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 24 216 | −1,70 | 1 178 | −1,09 | ||||
2025-07-29 | 13F | Values First Advisors, Inc. | 127 765 | −1,27 | 6 216 | −0,66 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 619 | −86,99 | 30 | −86,96 | ||||
2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 14 414 | −4,86 | 701 | −4,23 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | −92,79 | 0 | −100,00 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 78 377 | −4,72 | 3 813 | −4,12 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 83 246 | −12,31 | 4 050 | −11,77 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 8 591 | −57,41 | 418 | −57,23 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 39 695 | −2,33 | 1 931 | −1,73 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 146 | −62,47 | 7 | −61,11 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | −99,06 | 0 | −100,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8 207 | −31,27 | 399 | −30,85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 943 | −44,56 | 46 | −45,12 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 24 315 | −6,02 | 1 183 | −5,44 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 951 285 | −1,50 | 46 280 | −0,89 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 54 038 | −3,26 | 2 629 | −2,67 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56 325 | −8,81 | 2 740 | −8,24 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5 214 | −21,40 | 254 | −20,19 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 19 057 | −2,30 | 927 | −1,70 | ||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 14 274 | −41,22 | 694 | −40,17 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 149 663 | −0,01 | 7 281 | 0,62 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 19 681 | −0,48 | 957 | 0,10 | ||||
2025-04-30 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 21 261 | −9,40 | 1 034 | −8,82 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 643 | −53,47 | 31 | −53,03 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 4 546 | −36,04 | 221 | −35,57 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60 607 | −4,85 | 2 932 | −4,77 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 4 131 | −4,88 | 201 | −4,31 | ||||
2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Dentgroup LLC | 103 473 | −3,10 | 5 034 | −2,50 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 15 806 | −56,44 | 769 | −56,21 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 31 870 | −0,42 | 1 550 | 0,19 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 154 557 | −4,71 | 7 519 | −4,12 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5 520 | −7,85 | 269 | −7,27 | ||||
2025-07-28 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Spirit Of America Management Corp/ny | 7 006 | −2,68 | 340 | −2,59 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 13 238 | −11,25 | 644 | −10,68 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 509 792 | −2,00 | 24 801 | −1,39 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 767 | −8,66 | 232 | −8,33 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 58 273 | −4,37 | 2 835 | −3,80 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4 552 | −17,89 | 221 | −17,54 | ||||
2025-08-14 | 13F | Comerica Bank | 9 482 | −0,02 | 461 | 0,66 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 8 198 | −3,26 | 399 | −2,69 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 58 007 | −6,35 | 2 822 | −5,74 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 522 230 | −38,71 | 25 405 | −38,33 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 135 754 | −1,55 | 6 604 | −0,94 | ||||
2025-04-24 | 13F | Boyd Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 37 499 | −1,35 | 1 824 | −0,71 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18 245 | −0,92 | 882 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 206 145 | −0,17 | 9 967 | 1,04 | ||||
2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 258 528 | −0,15 | 12 577 | 0,47 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 218 284 | −5,24 | 11 | −9,09 | ||||
2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 28 718 | −4,73 | 1 397 | −4,12 | ||||
2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Eukles Asset Management | 29 376 | −2,11 | 1 429 | −1,52 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 78 207 | −3,51 | 3 805 | −2,91 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194 672 | −5,57 | 9 471 | −4,99 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 25 837 | −0,22 | 1 257 | 0,40 | ||||
2025-08-08 | 13F | Creative Planning | 214 769 | −8,45 | 10 449 | −7,89 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 99 409 | −51,90 | 4 836 | −51,60 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20 088 | −1,33 | 977 | −0,71 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 90 552 | −0,51 | 4 405 | 0,11 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 4 488 | −8,74 | 218 | −8,02 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 9 460 | −32,36 | 460 | −31,95 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7 122 | −11,91 | 346 | −11,28 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 298 413 | −6,96 | 14 518 | −6,38 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 113 | −35,06 | 54 | −34,15 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 362 911 | −0,52 | 18 | 0,00 | ||||
2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | MKT Advisors LLC | 37 719 | −3,42 | 1 827 | −2,82 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 43 232 | −12,44 | 2 103 | −11,90 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 849 | −2,83 | 382 | −2,31 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 108 287 | −11,73 | 5 268 | −11,18 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 189 072 | −3,39 | 9 198 | −2,79 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 710 403 | −0,78 | 34 561 | −0,16 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 41 452 | −1,45 | 2 017 | −0,84 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 43 545 | −28,96 | 2 107 | −28,92 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 30 055 | −6,02 | 1 462 | −5,43 | ||||
2025-08-13 | 13F | Acorns Advisers, LLC | 10 198 998 | −6,63 | 496 | −6,06 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 5 560 | −3,47 | 270 | −2,88 | ||||
2025-07-22 | NP | DLDFX - Destinations Low Duration Fixed Income Fund Class I | 765 515 | −25,11 | 37 051 | −25,00 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 167 204 | −2,17 | 8 134 | −1,56 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Planwiser Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32 406 | −2,89 | 1 577 | −2,11 | ||||
2025-07-18 | 13F | Truist Financial Corp | 11 620 | −14,24 | 565 | −13,74 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 22 955 | −10,29 | 1 117 | −9,78 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 10 658 | −0,75 | 519 | −0,19 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 50 322 | −0,82 | 2 448 | −0,20 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 14 037 | −6,89 | 683 | −6,32 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 16 685 | −17,93 | 1 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 6 598 | −32,79 | 321 | −32,49 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 165 636 | −16,64 | 8 058 | −16,12 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 24 020 | −9,95 | 1 169 | −9,39 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 22 707 | −0,01 | 1 101 | 0,18 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 12 685 | −10,20 | 617 | −9,53 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 176 | −38,22 | 203 | −37,73 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 10 008 | −12,53 | 487 | −12,12 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 30 692 | −20,25 | 1 493 | −19,73 | ||||
2025-07-25 | 13F | Cwm, Llc | 12 297 | −7,47 | 1 | |||||
2025-07-25 | 13F | Stephens Consulting, LLC | 7 160 | −13,91 | 348 | −13,43 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 6 577 | −38,90 | 320 | −38,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 193 801 | −1,45 | 9 | 0,00 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 13 582 | −1,29 | 661 | −0,75 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 821 | −3,53 | 478 | −3,05 | ||||
2025-04-15 | 13F | EdgeRock Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 22 343 | −48,84 | 1 087 | −48,51 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 105 976 | −3,84 | 5 156 | −3,25 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 406 500 | −23,07 | 19 776 | −22,59 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 296 781 | −0,93 | 14 438 | −0,32 | ||||
2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 243 226 | −15,59 | 11 816 | −14,63 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 | −41,82 | 2 | −50,00 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 5 409 | −7,27 | 263 | −6,74 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 468 079 | −4,93 | 22 772 | −4,34 | ||||
2025-08-14 | 13F | UBS Group AG | 868 838 | −2,77 | 42 269 | −2,17 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 |