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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | Williams & Novak, LLC | 13 090 | −8,59 | 509 | 6,26 | ||||
2025-08-12 | 13F | MAI Capital Management | 2 568 | −47,29 | 100 | −39,26 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 839 | −4,53 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 16 796 | −6,81 | 654 | 8,29 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 256 | −43,86 | 10 | −40,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 264 | −25,91 | 166 | −14,06 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 27 747 | −10,37 | 1 080 | 4,15 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 323 | −4,34 | 674 | 11,22 | ||||
2025-08-14 | 13F | UBS Group AG | 5 799 | −4,10 | 226 | 11,39 | ||||
2025-08-13 | 13F | Invesco Ltd. | 245 027 | −46,93 | 9 536 | −38,30 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 843 | −1,60 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 185 685 | −0,88 | 7 226 | 15,23 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 108 654 | −1,55 | 4 228 | 14,46 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 19 476 | −3,33 | 1 | |||||
2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 613 037 | −52,58 | 101 692 | −44,87 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Charles Schwab Trust Co | 30 654 | −3,34 | 1 193 | 12,35 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 45 889 | −3,82 | 1 536 | 1,86 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 989 | −3,04 | 39 | 11,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15 346 | −9,48 | 597 | 5,29 | ||||
2025-07-17 | 13F | KWB Wealth | 51 289 | −9,09 | 1 717 | −3,76 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 115 253 | −15,26 | 4 485 | −1,47 | ||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8 752 | −3,14 | 341 | 12,58 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 32 575 | −1,72 | 1 268 | 14,25 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 399 | −6,00 | 93 | 20,78 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 14 348 | −3,80 | 558 | 11,82 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 199 641 | −0,02 | 7 769 | 16,23 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 737 | −4,92 | 223 | 10,95 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 21 367 | −0,63 | 832 | 15,58 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 39 687 | −11,78 | 1 545 | 2,52 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 687 | −86,01 | 27 | −84,15 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3 533 | −78,88 | 137 | −75,49 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 539 | −7,31 | 1 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 90 840 | −0,69 | 3 535 | 15,45 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 |