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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8 797 | −17,82 | 170 | −15,50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 36 802 | −40,97 | 713 | −39,61 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 298 049 | −1,55 | 5 621 | −1,75 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 342 | −55,00 | 7 | −57,14 | ||||
| 2025-05-15 | 13F | K2 Principal Fund, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 226 453 | −8,84 | 4 366 | −6,35 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 620 | −90,26 | 12 | −90,76 | ||||
| 2025-08-13 | 13F | Jones Road Capital Management, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 39 400 | −0,27 | 760 | 2,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 786 250 | −10,89 | 15 159 | −8,47 | ||||
| 2025-05-14 | 13F | Karpus Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Rareview Capital LLC | 43 415 | −40,66 | 837 | −39,04 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 307 485 | −25,02 | 5 928 | −22,98 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 42 966 | −40,57 | 828 | −38,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 097 | −9,04 | 21 | −4,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 23 350 | −12,61 | 450 | −10,18 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 |
