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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 5 059 | −69,41 | 218 | −65,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 11 200 | −30,38 | 482 | −21,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 214 | −16,73 | 9 | −10,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 876 | −7,52 | 253 | 3,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 515 | −67,16 | 22 | −62,71 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 800 | −16,95 | 422 | −6,65 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 7 859 | −18,22 | 338 | −7,90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9 256 | −8,61 | 399 | 2,84 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 2 150 195 | −5,30 | 92 566 | 6,56 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 21 413 | −3,34 | 922 | 8,74 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 2 347 854 | −9,24 | 101 075 | 2,12 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 2 643 472 | −4,37 | 113 801 | 7,60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16 633 | −5,74 | 716 | 6,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 575 | −38,72 | 455 | −31,06 | ||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 1 235 630 | −12,24 | 53 194 | −1,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 232 | −6,81 | 570 | 4,79 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 33 088 | −4,33 | 1 424 | 7,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 385 542 | −0,61 | 59 648 | 11,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 066 | −3,11 | 304 | 8,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 913 | −99,38 | 255 | −99,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19 650 796 | −4,74 | 845 967 | 7,19 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 59 | −11,94 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 34 182 | −4,86 | 1 472 | 7,06 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 88 655 | −6,66 | 3 817 | 5,04 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 42 | −10,64 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 40 212 | −5,21 | 1 731 | 6,65 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 547 403 | −6,44 | 20 944 | −4,32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 599 | −0,55 | 327 | 11,99 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 706 670 | −3,13 | 30 422 | 9,00 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 1 526 146 | −8,73 | 65 701 | 2,70 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 2 303 804 | −7,13 | 99 179 | 4,50 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1 680 277 | −7,36 | 72 336 | 4,24 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 110 943 | −6,87 | 4 776 | 4,81 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 648 | −4,25 | 372 | 7,83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 |
