Participation institutionnelle et des fonds - Vendeurs
Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-08 | 13F | North Star Asset Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 289 | -7,58 | 319 | -7,29 | ||||
| 2025-05-23 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 36 759 | -11,97 | 444 | -12,94 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 219 | -1,36 | 281 | -1,06 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 399 206 | -21,39 | 4 838 | -21,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 474 962 | -6,04 | 29 997 | -5,73 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 892 203 | -9,65 | 35 053 | -9,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 269 234 | -4,66 | 3 263 | -4,34 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 398 | -34,18 | 126 | -33,68 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 235 030 | -2,58 | 2 849 | -2,26 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 200 584 | -3,52 | 2 431 | -3,19 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 387 604 | -9,79 | 4 698 | -9,50 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 559 | -10,11 | 140 | -9,68 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 217 761 | -21,05 | 2 639 | -20,77 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 686 | -13,27 | 142 | -12,96 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 155 | -70,86 | 2 | -83,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 077 174 | -0,59 | 25 175 | -0,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 828 968 | -3,16 | 22 167 | -2,84 | ||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 36 033 | -28,22 | 437 | -28,05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 101 851 | -21,88 | 13 354 | -21,53 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 200 403 | -4,91 | 2 429 | -4,60 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 260 | -22,62 | 3 | -25,00 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. 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 | 36 610 | -5,46 | 431 | -10,58 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 47 005 | -9,44 | 568 | -10,57 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 111 496 | -3,68 | 1 351 | -3,36 | ||||
| 2025-05-14 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 282 142 | -47,46 | 3 420 | -47,29 | ||||
| 2025-05-14 | 13F | Jones Road Capital Management, L.p. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 |
