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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 48 580 | −0,45 | 3 126 | 8,66 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 8 815 | −75,97 | 567 | −73,77 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6 647 | −6,98 | 428 | 1,43 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 16 048 | −19,10 | 1 033 | −11,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 997 | −1,96 | 386 | 6,94 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 7 985 697 | −8,04 | 513 800 | 0,39 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 926 | −24,00 | 574 | −17,05 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 19 469 | −4,95 | 1 253 | 3,73 | ||||
| 2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 941 001 | −1,96 | 60 544 | 7,02 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35 639 | −31,46 | 2 293 | −25,16 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 480 | −4,54 | 288 | 4,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 092 | −14,35 | 70 | −6,67 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 4 455 097 | −1,17 | 286 641 | 7,89 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 5 177 859 | −0,44 | 333 143 | 8,69 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 684 | −2,84 | 4 741 | 6,06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 436 | −72,87 | 414 | −70,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 405 | −0,47 | 283 | 8,85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 36 049 | −2,93 | 2 319 | 5,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 1 767 430 | −5,86 | 113 716 | 2,77 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 8 706 472 | −8,06 | 560 174 | 0,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 759 809 | −1,32 | 48 886 | 7,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 327 209 | −13,08 | 21 053 | −5,12 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16 836 | −9,23 | 1 083 | −0,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17 918 | −35,21 | 1 153 | −29,33 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 3 252 | −11,87 | 209 | −3,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 156 | −88,51 | 10 | −87,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 380 403 | −0,56 | 24 | 9,09 | ||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26 363 | −49,45 | 1 696 | −44,83 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 752 846 | −2,10 | 44 373 | −3,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 394 | −3,23 | 476 | 5,32 | ||||
| 2025-04-16 | 13F | HMV Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 4 282 747 | −49,34 | 275 552 | −44,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 435 | −22,48 | 224 | −14,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71 230 921 | −8,90 | 4 582 997 | −0,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 548 | −6,73 | 228 | 1,79 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 3 856 493 | −3,04 | 248 127 | 5,84 |
