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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 13 321 | −5,19 | 670 | −5,11 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 6 280 | −7,17 | 315 | −6,80 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 15 970 | −33,64 | 1 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 508 | −3,87 | 2 841 | −3,83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 374 | −5,10 | 1 326 | −5,09 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 61 476 | −23,80 | 3 090 | −23,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14 900 | −27,70 | 749 | −27,63 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 23 989 | −37,23 | 1 206 | −37,21 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 4 935 | −3,31 | 248 | −3,12 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 650 | −31,31 | 1 792 | −31,26 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 734 | −3,24 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 519 603 | −0,02 | 26 120 | 0,04 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 40 562 | −13,61 | 2 039 | −13,53 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17 069 | −8,59 | 858 | −8,53 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13 117 | −6,53 | 659 | −6,52 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 9 142 | −10,01 | 460 | −10,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 285 | −2,40 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 657 854 | −2,36 | 33 070 | −2,31 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 819 | −26,65 | 1 047 | −26,60 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 7 300 | −42,97 | 367 | −43,08 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 200 | −12,28 | 10 | −9,09 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 382 | −15,87 | 1 426 | −15,43 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4 267 | −1,04 | 215 | −0,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 290 409 | −5,58 | 14 599 | −5,52 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 9 032 | −9,97 | 454 | −9,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 412 801 | −3,55 | 20 752 | −3,49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38 053 | −2,80 | 1 913 | −2,75 | ||||
| 2025-05-13 | 13F | Syverson Strege & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 123 676 | −49,56 | 6 217 | −49,53 | ||||
| 2025-04-25 | 13F | Yardley Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4 701 | −10,25 | 236 | −10,27 | ||||
| 2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 40 640 | −11,86 | 2 043 | −11,83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126 382 | −21,45 | 6 353 | −21,40 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 207 061 | −25,77 | 10 409 | −25,73 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 106 255 | −47,47 | 5 341 | −47,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184 590 | −8,03 | 9 | −10,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 19 645 | −19,86 | 988 | −19,82 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 987 | −7,75 | 200 | −7,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42 194 | −0,36 | 2 121 | −0,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 21 039 | −15,58 | 1 058 | −15,03 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Keyvantage Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 089 | −5,26 | 1 010 | −5,26 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 432 954 | −6,91 | 21 765 | −6,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 671 | −2,96 | 737 | −2,90 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 608 | −6,93 | 533 | −6,65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 460 | −97,59 | 23 | −97,59 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 295 | −37,08 | 316 | −37,05 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 127 694 | −10,04 | 6 419 | −9,98 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5 227 | −15,50 | 263 | −15,48 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12 523 | −69,98 | 630 | −69,98 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 154 659 | −1,01 | 7 775 | −0,96 | ||||
| 2025-08-08 | 13F | Creative Planning | 24 386 | −2,97 | 1 226 | −2,93 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 945 | −72,66 | 551 | 27 450,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 |
