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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 971 | −32,77 | 190 | −32,14 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 58 465 | −11,35 | 3 748 | −10,42 | ||||
| 2025-08-14 | 13F | Investment House Llc | 7 480 | −6,27 | 479 | −5,34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 557 | −0,68 | 549 | 2,62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 729 | −2,07 | 239 | −0,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 974 | −11,13 | 447 | −10,06 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 5 618 | −7,03 | 360 | −6,01 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 15 333 | −14,34 | 983 | −13,48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 315 | −0,66 | 1 174 | 0,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 76 895 | −7,09 | 4 929 | −6,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71 729 | −1,21 | 4 598 | −0,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 702 | −2,23 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 970 | −12,97 | 383 | −12,18 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 24 256 | −1,02 | 1 555 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20 398 | −3,41 | 1 308 | −2,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 339 | −1,37 | 983 | −0,30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4 887 | −6,33 | 313 | −5,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 725 | −10,43 | 303 | −9,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 501 | −93,56 | 32 | −93,51 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 704 | −6,85 | 313 | −2,50 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 329 | −17,13 | 21 | −16,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 505 | −15,83 | 32 | −15,79 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 627 | −2,68 | 232 | −1,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71 877 | −4,67 | 4 608 | −3,66 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10 472 | −3,68 | 671 | −2,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 937 | −12,74 | 509 | −11,96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4 901 | −38,51 | 314 | −37,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 080 | −6,34 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 751 | −34,40 | 312 | −32,24 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12 830 | −46,23 | 822 | −45,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 191 173 | −0,87 | 12 254 | 0,16 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12 725 | −3,60 | 816 | −2,63 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 223 | −81,47 | 207 | −81,32 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3 669 | −19,22 | 235 | −18,40 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 832 | −5,35 | 182 | −4,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 327 | −15,24 | 2 | −50,00 |
