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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 77 595 | -62,94 | 1 106 | -60,77 | ||||
| 2025-06-04 | 13F | Pvg Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 914 | -69,25 | 211 | -67,34 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 39 598 | -11,90 | 550 | -6,79 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 37 219 | -0,24 | 517 | 5,52 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 137 | -37,44 | 2 | -50,00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 10 943 | -10,69 | 152 | -5,62 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 200 | -7,14 | 72 | -1,37 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 257 967 | -2,18 | 3 581 | 3,50 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 122 039 | -4,13 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20 877 | -6,92 | 290 | -1,70 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327 849 | -6,20 | 5 | 0,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 778 | -3,77 | 177 | 1,72 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13 188 | -0,08 | 173 | -5,98 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 138 713 | -0,49 | 1 925 | 5,31 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 21 371 | -2,29 | 297 | 3,50 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 77 062 | -5,89 | 1 070 | -0,47 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41 249 | -0,07 | 573 | 5,73 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7 594 | -21,89 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 96 095 | -0,12 | 1 334 | 5,63 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 057 | -45,99 | 15 | -44,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 683 | -35,63 | 9 | -30,77 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 230 | -19,30 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 76 317 | -4,91 | 1 059 | 0,67 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 380 684 | -45,66 | 5 284 | -42,52 | ||||
| 2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite 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 | 1 465 087 | -0,51 | 19 735 | -3,24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26 437 | -20,26 | 373 | -16,03 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 671 | -0,82 | 250 | 5,04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28 864 | -0,71 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 52 681 | -3,03 | 731 | 2,67 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 875 | -50,00 | 12 | -45,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 313 236 | -21,45 | 4 334 | -17,17 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 488 300 | -4,04 | 20 658 | 1,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167 022 | -4,50 | 2 318 | 1,05 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 119 046 | -13,55 | 1 652 | -8,53 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12 908 | -0,20 | 179 | 5,92 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73 052 | -44,65 | 1 014 | -41,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 252 | -1,76 | 128 | 4,07 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 19 673 | -0,07 | 273 | 5,81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 479 512 | -3,25 | 6 656 | 2,37 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 87 486 | -63,05 | 1 214 | -60,91 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 58 215 | -0,73 | 808 | 5,07 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31 119 | -70,37 | 432 | -70,66 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 14 207 | -37,20 | 197 | -33,45 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 507 507 | -0,41 | 20 924 | 5,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 000 | -12,78 | 28 | -10,00 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 10 091 | -17,10 | 140 | -11,95 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 951 409 | -0,65 | 13 206 | 5,11 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 970 | -21,96 | 222 | -17,54 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 361 193 | -23,44 | 4 992 | -18,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37 334 | -13,43 | 518 | -8,32 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29 808 | -4,34 | 414 | 1,23 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 293 198 | -36,79 | 4 070 | -33,13 |
