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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Crux Wealth Advisors | 4 865 | −82,25 | 202 | −81,21 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 56 138 | −40,83 | 2 330 | −37,16 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 3 099 | −2,36 | 129 | 3,23 | ||||
2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 24 806 | −24,66 | 1 029 | −19,98 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 30 961 | −17,27 | 1 285 | −12,18 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 13 694 | −23,93 | 568 | −19,20 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 21 096 | −41,65 | 876 | −38,00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 28 772 | −7,87 | 1 194 | −2,13 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 5 733 | −11,92 | 237 | −6,69 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 10 723 | −0,76 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 20 485 | −6,50 | 850 | −0,70 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 5 925 | −39,11 | 246 | −35,53 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20 710 | −6,44 | 859 | −0,58 | ||||
2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 850 | −22,73 | 34 | −24,44 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 8 318 | −4,61 | 345 | 1,47 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 213 721 | −0,97 | 8 869 | 5,20 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 78 934 | −9,05 | 3 329 | −1,80 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 20 957 | −3,74 | 870 | 2,24 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 446 | −30,15 | 1 | 0,00 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 135 265 | −9,33 | 5 613 | −3,71 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 994 | −6,87 | 83 | −1,20 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 771 | −15,09 | 673 | −7,17 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 68 178 | −10,49 | 2 829 | −4,91 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Eley Financial Management, Inc | 19 501 | −1,25 | 809 | 4,39 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 867 | −26,90 | 36 | −23,91 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 81 126 | −6,09 | 3 367 | −0,27 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 515 | −4,94 | 602 | 1,01 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 8 177 | −15,92 | 339 | −10,55 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 22 844 | −3,58 | 948 | 2,49 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63 237 | −7,88 | 3 | 0,00 | ||||
2025-04-14 | 13F | Regatta Capital Group, Llc | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 29 450 | −20,18 | 1 222 | −15,20 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 32 270 | −0,72 | 1 339 | 5,52 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 037 | −30,82 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 420 | −2,14 | 364 | 8,36 | ||||
2025-07-24 | 13F | Eastern Bank | 321 842 | −1,49 | 13 356 | 4,64 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 95 824 | −3,38 | 3 977 | 2,63 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 6 872 | −1,09 | 285 | 5,17 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 640 | −47,29 | 110 | −44,10 |