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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 101 249 | −40,84 | 3 272 | −39,13 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 075 | −11,77 | 358 | −9,16 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 1 677 867 | −29,17 | 54 229 | −26,89 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 55 855 | −4,49 | 1 805 | −1,42 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 239 896 | −16,92 | 7 751 | −14,20 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 6 973 | −12,27 | 225 | −9,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 226 | −87,16 | 40 | −86,96 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 | −98,92 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 | −42,86 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 217 588 | −3,41 | 7 032 | −0,30 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 99 093 | −17,22 | 3 103 | −13,11 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 114 869 | −1,42 | 3 713 | 1,75 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 27 288 | −21,00 | 882 | −18,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 819 | −24,32 | 579 | −21,57 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 38 848 | −3,74 | 1 256 | −0,63 | ||||
| 2025-05-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 | −97,44 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 153 062 | −25,96 | 4 947 | −23,59 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 32 247 | −7,30 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 424 | −19,71 | 305 | −17,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 623 | −11,04 | 8 068 | −8,17 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 36 882 | −8,59 | 1 192 | −5,62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 557 | −1,33 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 944 | −4,97 | 483 | −2,03 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 581 | −95,35 | 19 | −95,24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Strategic Advocates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50 | −96,73 | 2 | −97,87 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62 | −70,05 | 2 | −66,67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 28 366 | −0,61 | 917 | 2,58 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 8 345 | −27,49 | 270 | −25,28 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 49 643 | −3,75 | 1 604 | −0,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 176 064 | −0,59 | 38 011 | 2,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 586 | −5,78 | 1 |
