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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Northwest Financial Advisors | 9 193 | -1,75 | 207 | -1,90 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 39 837 | -1,87 | 896 | -1,65 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 140 | -18,91 | 406 | -19,32 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 22 963 | -0,37 | 516 | 1,58 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 747 854 | -0,71 | 16 827 | -0,49 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101 785 | -0,82 | 2 290 | -0,61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 81 153 | -8,54 | 1 826 | -8,34 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 215 | -0,81 | 275 | -0,72 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 27 449 | -1,57 | 618 | -1,44 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1 058 461 | -9,00 | 24 | -11,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 961 509 | -3,65 | 44 137 | -3,43 | ||||
| 2025-05-14 | 13F | Kuhn & Co Investment Counsel | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3 940 972 | -8,26 | 88 672 | -8,05 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 914 | -2,39 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 565 837 | -4,32 | 35 | -99,90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 082 767 | -2,85 | 24 362 | -2,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 97 742 | -5,69 | 2 199 | -5,46 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37 548 | -39,54 | 845 | -39,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 198 801 | -2,45 | 4 473 | -2,23 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 16 447 | -1,77 | 370 | -1,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 127 094 | -2,59 | 2 860 | -2,39 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 236 887 | -1,70 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 484 386 | -2,04 | 10 899 | -1,83 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10 631 | -0,93 | 239 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 837 | -46,67 | 671 | -46,58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 70 040 | -22,10 | 1 576 | -21,33 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 10 767 | -4,99 | 242 | -4,72 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 220 201 | -1,64 | 4 955 | -1,41 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 250 790 | -0,16 | 5 643 | 0,05 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20 359 | -6,27 | 458 | -5,76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35 690 | -33,24 | 803 | -32,52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 68 419 | -3,21 | 1 539 | -2,96 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 18 835 | -2,61 | 424 | -1,17 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11 768 | -55,94 | 265 | -55,93 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 646 088 | -3,04 | 262 037 | -2,82 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 299 384 | -0,37 | 6 736 | -0,15 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 618 | -6,93 | 14 | -7,14 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 120 548 | -1,64 | 2 685 | -2,44 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63 588 | -11,32 | 1 431 | -11,12 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 488 | -13,42 | 348 | -13,22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 292 485 | -17,84 | 6 571 | -17,89 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 28 254 | -73,05 | 636 | -73,01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 482 686 | -1,57 | 10 841 | -1,04 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 799 723 | -2,02 | 17 994 | -1,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 74 771 | -0,70 | 1 682 | -0,47 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48 567 | -0,50 | 1 093 | -0,09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 41 522 | -0,07 | 934 | 0,21 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16 107 | -18,30 | 362 | -18,10 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 245 081 | -1,76 | 5 514 | -1,54 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 38 036 | -20,42 | 856 | -20,24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 80 814 | -47,87 | 1 818 | -47,76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18 137 | -22,43 | 408 | -22,14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 259 928 | -8,79 | 6 | -16,67 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40 298 | -6,00 | 907 | -5,82 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 841 368 | -2,80 | 18 931 | -2,58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 21 032 | -0,89 | 473 | -0,63 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 774 924 | -6,04 | 17 340 | -6,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 967 746 | -7,81 | 44 274 | -7,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34 550 | -78,06 | 1 | -100,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17 502 | -25,85 | 394 | -25,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 47 927 | -19,77 | 1 078 | -19,61 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 20 204 | -9,11 | 455 | -9,02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 94 754 | -9,25 | 2 132 | -9,05 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 44 486 | -6,21 | 1 001 | -6,02 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10 642 | -1,40 | 239 | -1,24 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 122 245 | -10,20 | 2 751 | -10,01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 |
