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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 39 119 | -54,36 | 835 | -47,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 291 693 | -1,71 | 6 227 | 13,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 73 059 | -29,66 | 1 560 | -18,72 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Bulldog Investors, LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 25 695 | -17,54 | 477 | -26,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 413 756 | -4,68 | 8 834 | 10,18 | ||||
| 2025-05-13 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12 012 | -14,73 | 256 | -1,54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 703 608 | -2,25 | 15 022 | 13,00 | ||||
| 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 | 511 324 | -10,37 | 10 436 | -9,80 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 21 805 | -85,81 | 466 | -83,62 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 85 | -83,81 | 2 | -88,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 287 050 | -0,52 | 6 129 | 5,67 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 78 701 | -7,58 | 1 680 | 6,87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -63,64 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 190 | -6,98 | 303 | 7,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-04-08 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 274 690 | -54,11 | 5 865 | -46,96 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 689 798 | -3,93 | 14 727 | 11,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 799 | -52,84 | 234 | -44,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 187 | -14,94 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Tabor Asset Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Yakira Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | 10 682 | -5,77 | 228 | 9,09 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 90 | -40,40 | 2 | -50,00 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 139 534 | -48,47 | 2 979 | -40,43 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 845 | -15,12 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 456 074 | -3,25 | 9 737 | 11,84 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20 893 | -29,82 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 178 653 | -49,89 | 3 814 | -42,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 999 | -5,24 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 354 | -0,22 | 1 267 | 6,03 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 152 | -22,84 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14 764 | -70,89 | 315 | -66,35 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 970 | -7,74 | 213 | 6,53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 186 088 | -3,76 | 3 973 | 11,23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 91 995 | -0,11 | 1 964 | 15,53 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 13 785 | -9,40 | 294 | 4,63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 347 | -74,24 | 7 | -70,83 | ||||
| 2025-05-15 | 13F | Rivernorth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 21 416 | -0,29 | 457 | 15,40 |
