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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11 753 | −4,08 | 223 | −3,06 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 102 645 | −7,84 | 1 947 | −6,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 024 | −5,11 | 721 | −3,74 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 32 096 | −20,37 | 609 | −19,26 | ||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292 424 | −0,49 | 5 547 | 0,95 | ||||
| 2025-08-25 | NP | OIOIX - AXS Income Opportunities Fund Class I | 227 778 | −22,21 | 4 321 | −21,10 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 16 783 | −1,53 | 318 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 073 039 | −0,71 | 58 296 | 0,73 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 468 | −74,42 | 327 | −74,35 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 408 148 | −32,51 | 7 743 | −31,54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 532 641 | −17,78 | 29 074 | −16,59 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 50 847 | −3,74 | 965 | −2,33 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 84 284 | −19,07 | 1 599 | −17,93 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 78 346 | −29,69 | 1 486 | −28,66 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 78 615 | −0,10 | 1 491 | 1,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 921 965 | −1,76 | 131 310 | −0,34 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 453 | −15,33 | 9 | −20,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 693 069 | −12,03 | 13 148 | −10,76 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 30 272 | −21,02 | 566 | −20,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 213 739 | −1,58 | 22 952 | −0,48 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 227 778 | −22,21 | 4 321 | −21,10 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 55 603 | −4,63 | 1 055 | −3,30 | ||||
| 2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | −66,67 | 0 | |||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 38 340 | −3,64 | 727 | −2,28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 60 010 | −15,16 | 1 135 | −14,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 131 041 | −0,68 | 2 486 | 0,73 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 129 186 | −2,92 | 2 451 | −1,53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 94 733 | −2,05 | 1 797 | −0,72 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 34 241 | −3,75 | 650 | −2,41 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 99 541 | −21,56 | 1 888 | −20,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85 845 | −16,60 | 1 628 | −15,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181 787 | −14,59 | 3 449 | −13,35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 73 375 | −3,99 | 1 392 | −2,66 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 36 157 | −9,97 | 686 | −8,67 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 915 | −93,60 | 17 | −93,61 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 117 386 | −0,61 | 2 227 | 0,82 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 11 787 | −2,68 | 223 | −1,33 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 8 205 | −16,25 | 156 | −15,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 | −99,98 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 130 360 | −4,47 | 2 473 | −3,10 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 616 | −4,88 | 315 | −3,37 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 602 | −12,00 | 258 | −10,73 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 39 474 | −0,20 | 749 | 1,22 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 |
