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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | RTAI - RAREVIEW TAX ADVANTAGED INCOME ETF | 54 734 | −48,84 | 653 | −50,76 | ||||
| 2025-05-15 | 13F | Alpine Global Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 23 020 | −4,19 | 275 | −7,74 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 13 379 | −89,40 | 160 | −89,82 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 337 648 | −20,10 | 4 028 | −23,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 55 687 | −24,04 | 664 | −26,79 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 18 295 | −24,70 | 218 | −27,33 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 20 200 | −81,38 | 241 | −82,13 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kennedy Investment Group | 241 512 | −6,98 | 2 881 | −10,36 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 26 061 | −0,10 | 311 | −3,73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 101 260 | −12,88 | 1 208 | −15,99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 267 | −5,95 | 385 | −9,43 | ||||
| 2025-05-30 | NP | Rivernorth Opportunities Fund, Inc. | 243 557 | −26,14 | 3 015 | −25,41 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64 131 | −20,06 | 765 | −22,96 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 520 702 | −0,55 | 6 212 | −4,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 180 180 | −6,92 | 2 | 0,00 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 16 000 | −20,32 | 191 | −23,39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47 853 | −3,64 | 571 | −7,17 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 44 204 | −50,78 | 527 | −52,57 | ||||
| 2025-08-14 | 13F | CF Capital LLC | 160 949 | −10,00 | 1 919 | −9,14 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 64 215 | −31,67 | 766 | −34,14 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 275 220 | −4,59 | 15 213 | −8,06 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 158 340 | −37,76 | 1 889 | −40,04 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 25 257 | −12,80 | 303 | −15,83 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 16 564 | −75,18 | 198 | −76,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 014 706 | −6,88 | 12 105 | −10,26 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28 059 | −11,67 | 335 | −15,01 | ||||
| 2025-05-29 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 52 | −94,38 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 22 317 | −8,03 | 266 | −11,33 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 150 262 | −1,28 | 1 793 | −4,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 341 266 | −8,03 | 4 | 0,00 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 379 | −57,64 | 470 | −59,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 015 | −20,89 | 1 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 22 201 | −16,79 | 265 | −20,00 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 13 776 | −2,05 | 164 | −5,75 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 837 951 | −3,62 | 9 997 | −7,13 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23 363 | −4,19 | 279 | −7,64 | ||||
| 2025-04-29 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 67 744 | −30,56 | 808 | −33,06 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 42 606 | −33,73 | 527 | −33,12 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 93 713 | −1,64 | 1 160 | −0,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 26 222 | −20,54 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16 158 | −23,14 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 109 060 | −2,25 | 1 301 | −5,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 440 998 | −41,17 | 5 261 | −43,30 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 341 556 | −25,95 | 4 | −20,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 143 290 | −12,36 | 2 | −50,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 758 483 | −11,30 | 9 049 | −14,53 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 306 | −7,26 | 218 | −10,66 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 197 978 | −13,08 | 2 362 | −16,25 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11 452 | −3,30 | 137 | −6,85 | ||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 21 460 | −0,48 | 256 | −3,76 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 155 677 | −4,73 | 1 857 | −8,16 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 425 000 | −5,56 | 5 070 | −8,99 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 241 885 | −5,24 | 2 886 | −8,70 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 440 998 | −41,17 | 5 261 | −43,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 468 | −0,21 | 149 | −3,90 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 850 | −82,28 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16 208 | −2,02 | 193 | −5,39 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 212 902 | −3,34 | 2 540 | −6,86 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 68 | −88,40 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 379 088 | −42,63 | 4 523 | −44,72 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 670 | −29,25 | 164 | −31,67 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 718 510 | −3,61 | 8 572 | −7,11 | ||||
| 2025-04-17 | 13F | Bayshore Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 21 347 | −0,77 | 255 | −4,51 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 42 125 | −7,77 | 503 | −11,15 | ||||
| 2025-06-24 | NP | MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class | 827 673 | −0,48 | 9 866 | −5,93 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 1 044 090 | −11,51 | 12 456 | −14,73 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 273 | −10,65 | 373 | −13,86 | ||||
| 2025-06-24 | NP | MainStay MacKay Municipal Income Opportunities Fund | 76 249 | −0,48 | 909 | −6,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 819 | −15,60 | 284 | −18,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mackay Shields Llc | 2 411 254 | −0,51 | 28 766 | −4,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 70 624 | −0,93 | 843 | −4,54 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 986 149 | −4,93 | 23 695 | −8,39 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 31 661 | −7,41 | 378 | −10,87 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 3 635 978 | −16,31 | 43 377 | −19,35 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 19 503 | −58,06 | 233 | −59,65 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 1 049 753 | −0,70 | 12 513 | −6,13 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 147 445 | −8,62 | 1 759 | −11,92 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 93 095 | −11,53 | 1 111 | −14,75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 039 | −80,85 | 60 | −81,54 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 105 783 | −48,17 | 1 262 | −50,08 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 55 000 | −4,35 | 1 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 22 041 | −0,63 | 263 | −4,38 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 423 011 | −4,70 | 16 977 | −8,16 |
