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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | ALAAX - INVESCO Income Allocation Fund Class A | 307 673 | −9,72 | 17 667 | −0,29 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 023 | −23,34 | 261 | −16,61 | ||||
| 2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3 949 | −2,06 | 227 | 8,13 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 946 | −76,24 | 54 | −73,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10 535 | −9,53 | 605 | −0,17 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 457 | −3,18 | 26 | 8,33 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68 445 | −0,20 | 3 930 | 10,24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 12 483 | −2,04 | 717 | 8,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 113 | −34,30 | 6 | −37,50 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 65 345 | −0,84 | 3 397 | 7,67 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 898 | −5,25 | 5 293 | 3,83 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 729 | −0,44 | 157 | 9,86 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 149 060 | −2,16 | 8 559 | 8,05 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65 006 | −2,78 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 82 341 | −0,76 | 4 728 | 9,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 480 380 | −10,79 | 27 583 | −1,48 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 26 941 | −20,34 | 1 547 | −12,06 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24 237 | −14,03 | 1 392 | −5,05 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 283 | −1,02 | 246 | 9,38 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 130 | −5,01 | 237 | 4,87 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 185 | −4,82 | 413 | 5,10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 555 | −11,54 | 491 | −2,19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 16 351 | −1,32 | 939 | 8,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 551 | −23,07 | 0 | |||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27 281 | −9,76 | 1 566 | −0,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 49 696 | −7,62 | 2 584 | 0,27 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 23 628 | −0,56 | 1 357 | 9,80 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 502 | −79,02 | 29 | −77,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 845 228 | −3,08 | 48 533 | 7,04 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11 761 | −1,41 | 675 | 8,70 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 815 | −0,52 | 621 | 9,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83 | −80,96 | 5 | −81,82 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 66 378 | −3,83 | 3 848 | 11,51 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 490 | −16,29 | 200 | −7,41 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 314 | −25,24 | 18 | −14,29 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 22 | −78,00 | 1 | −80,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 070 | −0,34 | 808 | 9,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 521 | −29,15 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 563 | −4,16 | 8 416 | 5,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 160 | −0,52 | 526 | 9,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 883 792 | −3,73 | 50 747 | 6,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 166 | −37,90 | 2 823 | −31,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110 557 | −7,05 | 6 348 | 2,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44 741 | −3,83 | 2 569 | 6,24 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 15 221 | −9,67 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 465 | −47,46 | 27 | −43,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7 915 | −2,80 | 454 | 7,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 47 979 | −22,37 | 2 755 | −14,34 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 386 923 | −2,71 | 22 217 | 7,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 130 455 | −6,25 | 7 491 | 16,47 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13 729 | −7,67 | 788 | 1,94 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 511 | −15,40 | 29 | −6,45 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 256 | −31,91 | 15 | −22,22 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 516 | −93,81 | 259 | −93,17 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 105 664 | −2,93 | 5 493 | 5,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 112 | −27,74 | 6 | −14,29 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 330 | −3,62 | 306 | 6,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | −20,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 890 | −2,65 | 281 | 7,28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 130 | −13,80 | 524 | −4,73 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 84 261 | −5,90 | 4 838 | 3,93 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 979 947 | −8,27 | 56 269 | 1,31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 594 | −12,19 | 608 | −3,03 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 322 043 | −4,13 | 18 146 | 4,85 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 20 290 | −8,55 | 1 165 | 1,04 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 31 072 | −0,14 | 1 784 | 10,33 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 12 206 | −9,79 | 701 | −0,43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10 897 | −7,52 | 626 | 2,12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 63 489 | −4,64 | 3 646 | 5,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 314 | −15,00 | 363 | −6,22 |
