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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 213 603 | −3,37 | 9 623 | −3,69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 261 | −47,11 | 1 634 | −47,31 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 39 278 | −1,34 | 1 769 | −1,67 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29 786 | −26,59 | 1 328 | −26,40 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 136 862 | −1,52 | 6 166 | −1,85 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 074 | −43,77 | 48 | −44,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 726 547 | −6,59 | 77 781 | −6,90 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 6 952 | −92,67 | 313 | −92,69 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 7 990 | −5,11 | 360 | −5,53 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 306 | −31,32 | 464 | −31,56 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 988 133 | −0,08 | 89 565 | −0,41 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 732 374 | −1,13 | 32 993 | −1,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 103 | −9,40 | 140 | −9,74 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 494 | −11,87 | 112 | −11,81 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 12 523 | −10,99 | 564 | −11,18 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 42 893 | −16,18 | 1 932 | −16,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 305 361 | −2,07 | 13 757 | −2,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 550 | −80,26 | 385 | −80,33 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 43 955 | −7,96 | 1 980 | −8,25 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 101 411 | −7,70 | 4 569 | 114 100,00 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 870 | −83,33 | 0 | −100,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 58 586 | −6,57 | 2 639 | −6,88 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 1 968 510 | −43,62 | 88 681 | −43,81 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 537 302 | −10,74 | 24 001 | −11,04 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 561 | −9,60 | 386 | −10,05 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 7 991 | −9,60 | 360 | −10,03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 143 | −28,86 | 6 | −33,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 56 455 | −4,44 | 2 543 | −4,76 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 14 644 | −47,91 | 660 | −48,11 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 1 418 951 | −0,99 | 63 924 | −1,32 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 242 442 | −5,39 | 11 | −9,09 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 40 531 | −13,05 | 1 832 | −11,02 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 95 558 | −12,02 | 4 305 | −12,32 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 395 | −50,05 | 288 | −50,17 | ||||
| 2025-07-28 | NP | EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A | 1 204 300 | −41,03 | 53 507 | −42,31 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 070 | −7,56 | 183 | −8,04 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7 322 | −28,95 | 330 | −29,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 165 171 | −2,14 | 7 441 | −2,48 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 157 638 | −24,81 | 7 102 | −25,06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 912 | −23,85 | 131 | −23,84 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 426 901 | −0,30 | 19 232 | −0,64 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 71 210 | −41,90 | 3 208 | −42,08 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 39 069 | −24,68 | 1 760 | −24,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 857 | −7,56 | 1 165 | −7,91 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 25 840 | −16,09 | 1 164 | −16,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 225 | −14,45 | 10 | −9,09 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 472 534 | −3,41 | 21 288 | −3,73 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 269 270 | −30,32 | 12 131 | −30,55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 11 786 | −42,83 | 531 | −43,07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11 806 | −17,26 | 532 | −17,29 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 440 | −44,30 | 20 | −45,71 | ||||
| 2025-07-17 | 13F | KWB Wealth | 78 410 | −14,73 | 3 544 | −12,75 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 5 645 | −7,85 | 254 | −7,97 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 91 056 | −2,01 | 4 102 | −2,33 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 32 604 | −2,01 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 311 295 | −0,01 | 14 024 | −0,34 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6 724 | −23,12 | 303 | −23,54 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 476 327 | −1,54 | 21 216 | −0,79 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 404 973 | −37,00 | 18 244 | −37,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 278 | −98,94 | 13 | −98,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 618 | −4,29 | 253 | −4,53 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 137 | −7,43 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 316 488 | −2,94 | 14 258 | −3,26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 41 374 | −1,34 | 1 864 | −1,69 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 582 298 | −11,01 | 26 233 | −11,30 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63 269 | −8,03 | 3 | −33,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 | −67,65 | 3 | −77,78 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 354 | −14,76 | 286 | −14,88 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 9 834 | −3,40 | 443 | −3,70 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 637 942 | −0,68 | 28 739 | −1,01 | ||||
| 2025-07-31 | 13F | United Community Bank | 6 841 | −1,86 | 308 | −2,22 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 77 895 | −7,42 | 3 509 | −7,71 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 11 209 | −6,90 | 505 | −7,17 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 16 320 | −1,68 | 735 | −2,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 22 625 | −5,85 | 1 019 | −6,17 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 716 | −55,15 | 303 | −55,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Mendel Money Management | 62 004 | −2,79 | 2 793 | −3,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 60 742 | −7,64 | 2 736 | −7,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 196 | −26,85 | 99 | −27,41 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 28 606 | −57,88 | 1 | −66,67 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 24 298 | −26,44 | 1 095 | −26,72 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 88 018 | −2,36 | 3 965 | −2,68 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 21 899 | −1,70 | 987 | −1,99 |
