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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 317 | −5,13 | 2 354 | −4,04 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 63 | −38,83 | 3 | −50,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 973 | −0,35 | 1 191 | 0,76 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 191 | −7,28 | 8 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 7 092 | −36,40 | 313 | −35,60 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 39 587 | −1,18 | 1 747 | −0,06 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 16 875 | −42,29 | 745 | −41,69 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 61 902 | −4,12 | 2 732 | −3,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 | −33,33 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 653 | −13,50 | 250 | −12,63 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 10 718 | −0,50 | 473 | 0,64 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 16 714 | −0,85 | 1 | |||||
| 2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 257 | −5,98 | 276 | −4,83 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 59 583 | −20,49 | 2 630 | −19,60 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20 398 | −1,34 | 900 | −0,22 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 26 695 | −8,94 | 1 178 | −7,90 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 872 | −22,90 | 127 | −22,22 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 604 | −0,71 | 247 | 0,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 776 | −36,23 | 78 | −35,54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 82 604 | −27,98 | 3 646 | −27,15 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 19 127 | −8,20 | 844 | −7,15 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 912 | −79,71 | 40 | −79,59 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 141 550 | −1,89 | 6 248 | −0,78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 968 | −18,42 | 175 | −17,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 183 742 | −0,05 | 8 110 | 1,10 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6 578 | −36,60 | 290 | −35,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 28 576 | −6,13 | 1 261 | −5,05 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 578 | −0,75 | 70 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 444 | −16,07 | 108 | −15,75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 450 | −21,74 | 20 | −20,83 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 386 448 | −3,49 | 61 198 | −2,38 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 471 | −0,87 | 241 | 0,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 152 | −4,40 | 139 | −2,80 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 7 402 | −1,00 | 327 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 14 972 | −3,07 | 661 | −2,08 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 6 830 | −26,21 | 301 | −25,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 532 | −29,63 | 377 | −28,92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 154 | −69,74 | 7 | −72,73 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 6 904 | −7,24 | 305 | −6,17 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 47 203 | −28,50 | 2 083 | −27,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 965 | −8,49 | 131 | −7,80 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 32 781 | −0,12 | 1 447 | 0,98 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 24 235 | −19,57 | 1 070 | −18,65 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 21 022 | −2,47 | 928 | −1,38 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 446 114 | −2,51 | 19 691 | −1,39 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 407 | −1,45 | 371 | −0,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 474 | −42,38 | 422 | −41,14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 447 | −0,31 | 196 | 1,03 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 898 714 | −2,40 | 39 220 | −0,69 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 11 450 | −0,69 | 1 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 60 894 | −9,79 | 2 688 | −8,76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 098 | −3,35 | 402 | −2,20 | ||||
| 2025-04-14 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 12 293 | −39,13 | 543 | −38,48 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 31 788 | −9,45 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 23 738 | −27,73 | 1 048 | −22,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 62 868 | −16,48 | 2 775 | −15,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 084 | −8,16 | 666 | −7,12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 376 | −42,79 | 237 | −42,20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 21 736 | −8,72 | 959 | −7,70 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 72 421 | −2,57 | 3 197 | −1,45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 20 482 | −6,73 | 904 | −5,64 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 130 714 | −0,18 | 5 770 | 0,96 | ||||
| 2025-05-06 | 13F | City National Bank Of Florida /msd | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 8 117 | −3,05 | 354 | 4,44 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 208 895 | −0,21 | 9 221 | 0,93 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 8 897 | −49,41 | 395 | −48,63 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 988 | −33,45 | 220 | −32,72 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 1 185 | −8,42 | 52 | −7,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 347 | −10,94 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 123 099 | −3,34 | 5 434 | −2,23 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 11 | −96,71 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 282 877 | −5,45 | 12 486 | −4,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 331 806 | −46,94 | 14 632 | −46,38 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 10 543 | −0,60 | 465 | 0,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 732 | −85,68 | 32 | −85,65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 930 | −6,25 | 41 | −2,38 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 97 532 | −2,68 | 4 305 | −1,55 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 6 054 | −25,22 | 267 | −24,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 34 827 | −13,58 | 1 537 | −12,57 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 3 474 | −34,55 | 153 | −33,77 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 7 137 | −2,94 | 315 | −1,56 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 420 759 | −1,62 | 18 572 | −0,49 | ||||
| 2025-05-28 | NP | SSBNX - State Street Target Retirement 2020 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 924 011 | −11,99 | 40 324 | −10,46 | ||||
| 2025-08-28 | NP | SSFNX - State Street Target Retirement Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 713 647 | −0,38 | 75 640 | 0,77 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 13 125 | −9,50 | 579 | −8,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 250 | −20,86 | 232 | −20,07 | ||||
| 2025-08-28 | NP | SSBRX - State Street Target Retirement 2025 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 219 600 | −0,21 | 97 973 | 0,94 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 5 812 | −0,80 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 13 547 | −32,03 | 598 | −31,19 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 672 | −2,75 | 30 | −3,33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 250 | −84,11 | 11 | −83,82 |
