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 | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 920 | −2,58 | 2 | 0,00 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 496 | −4,82 | 353 | −4,61 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 602 | −5,85 | 1 | |||||
2025-08-08 | 13F | Firestone Capital Management | 42 860 | −5,81 | 4 326 | −5,42 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 100 144 | −3,32 | 10 095 | −3,04 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 76 470 | −5,32 | 7 718 | −4,93 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7 506 | −6,33 | 758 | −5,96 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3 680 | −52,41 | 0 | |||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3 400 | −2,86 | 343 | −2,28 | ||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 892 | −53,88 | 292 | −53,81 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15 548 | −83,57 | 2 | −88,89 | ||||
2025-05-13 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 68 439 | −0,53 | 6 944 | 0,49 | ||||
2025-08-15 | 13F | Morgan Stanley | 77 | −90,68 | 8 | −91,57 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 2 922 | −19,95 | 295 | −19,67 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 335 | −1,84 | 135 | −1,47 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 499 | −3,89 | 453 | −3,62 | ||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 17 380 | −17,75 | 1 754 | −17,38 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Planning Center, Inc. | 10 664 | −1,43 | 1 076 | −1,01 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 670 | −5,90 | 68 | −5,63 | ||||
2025-08-13 | 13F | Haverford Trust Co | 16 576 | −8,50 | 1 673 | −8,08 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | GenTrust, LLC | 23 587 | −30,97 | 2 381 | −30,69 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 33 726 | −15,06 | 3 404 | −14,73 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 6 990 | −7,78 | 705 | −7,36 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 11 897 | −9,79 | 1 201 | −9,43 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 757 | −1,70 | 1 086 | −1,27 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 35 593 | −1,36 | 3 592 | −0,94 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 637 076 | −1,58 | 64 300 | −1,17 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 726 | −3,54 | 275 | −3,17 | ||||
2025-08-08 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 14 264 | −44,23 | 1 448 | 72 250,00 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 2 080 | −24,96 | 210 | −24,82 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 763 | −5,79 | 2 701 | −5,39 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14 520 | −20,35 | 1 465 | −20,03 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 968 | −1,37 | 4 | 0,00 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 3 920 | −52,02 | 396 | −51,89 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 2 735 | −10,12 | 276 | −9,84 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 957 | −38,75 | 904 | −38,46 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 29 572 | −27,64 | 3 | −50,00 | ||||
2025-08-07 | 13F | Mayport, Llc | 20 649 | −28,72 | 2 084 | −28,41 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13 422 | −1,12 | 1 355 | −0,73 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 105 511 | −8,64 | 10 649 | −8,25 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 6 958 | −0,47 | 702 | 0,00 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 38 831 | −7,80 | 3 919 | −7,42 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 |