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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 823 | −0,47 | 271 | 10,66 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 4 837 717 | −11,24 | 342 365 | −1,42 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 137 418 | −4,70 | 9 725 | 5,84 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 676 057 | −1,39 | 47 845 | 9,52 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 876 | −7,70 | 416 | 2,47 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 733 | −18,87 | 335 | −9,97 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 5 629 467 | −9,08 | 398 397 | 0,98 | ||||
| 2025-06-30 | NP | PFSEX - RiskPro® 30+ Fund Class R | 434 338 | −24,88 | 28 232 | −20,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 284 814 | −83,68 | 20 156 | −81,88 | ||||
| 2025-08-26 | NP | OIBFX - JPMorgan Investor Balanced Fund Class I | 4 336 934 | −9,58 | 306 925 | 0,42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 | −99,48 | 1 | −100,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 279 | −30,42 | 20 | −24,00 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 301 176 | −2,57 | 21 314 | 8,21 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 40 017 | −3,55 | 2 832 | 7,15 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 25 161 | −1,46 | 2 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 153 802 | −0,03 | 10 885 | 11,04 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 528 022 | −8,50 | 178 908 | 1,63 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 768 955 | −0,05 | 54 419 | 11,01 | ||||
| 2025-08-26 | NP | ONGFX - JPMorgan Investor Growth & Income Fund Class I | 4 018 481 | −1,55 | 284 388 | 9,34 | ||||
| 2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 2 395 988 | −14,85 | 169 564 | −5,43 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6 585 | −12,20 | 466 | −2,31 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 112 104 | −9,74 | 7 934 | 0,25 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 60 587 | −2,71 | 4 289 | 8,06 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 133 823 | −0,18 | 9 471 | 10,86 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 253 125 | −7,98 | 16 129 | 0,21 | ||||
| 2025-08-26 | NP | ONIFX - JPMorgan Investor Growth Fund Class I | 6 764 094 | −1,57 | 478 695 | 9,32 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 26 473 | −1,12 | 1 873 | 9,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 59 920 846 | −3,70 | 4 240 598 | 6,96 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 871 | −65,38 | 203 | −61,55 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25 276 | −0,07 | 1 789 | 10,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 80 | −84,00 | 6 | −83,87 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 868 178 | −0,82 | 61 441 | 10,15 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 6 981 | −1,06 | 494 | 10,02 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 70 117 | −79,86 | 4 962 | −77,63 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 944 | −18,83 | 208 | −9,96 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 3 657 529 | −6,32 | 258 843 | 4,05 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 5 521 248 | −7,03 | 390 739 | 3,26 | ||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 118 965 | −12,93 | 7 733 | −7,91 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 60 864 | −1,17 | 4 307 | 9,76 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 71 556 | −0,55 | 5 064 | 10,47 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 751 | −4,21 | 549 | 6,41 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 992 | −59,61 | 424 | −55,13 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 8 015 | −90,29 | 567 | −89,22 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 210 | −81,42 | 581 | −79,35 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 152 509 | −3,52 | 10 796 | 7,19 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 5 695 440 | −7,85 | 403 066 | 2,34 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 6 623 916 | −7,14 | 468 775 | 3,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 2 185 868 | −17,63 | 154 694 | −8,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 729 | −9,16 | 264 | 0,77 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 310 510 | −4,19 | 21 975 | 6,41 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 20 158 | −10,98 | 1 408 | −2,36 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 245 766 | −1,02 | 17 393 | 9,94 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 1 031 361 | −5,86 | 65 718 | 2,53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14 603 | −21,12 | 1 033 | −12,38 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 688 | −10,16 | 261 | 0,00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Vestor Capital, Llc | 601 | −99,79 | 0 | −100,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 359 622 | −0,16 | 25 450 | 10,88 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 057 253 | −10,42 | 74 822 | −0,51 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 1 619 310 | −5,06 | 114 599 | 5,44 |
