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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 24 457 | -5,78 | 922 | -4,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 6 402 | -15,12 | 241 | -13,93 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Lcnb Corp | 31 978 | -53,70 | 1 206 | -53,11 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 36 137 | -2,95 | 1 363 | -1,73 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 72 310 | -0,86 | 2 727 | 0,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 137 393 | -2,27 | 5 223 | 3,16 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 8 303 | -30,68 | 313 | -29,66 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20 937 | -2,59 | 789 | -1,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 621 | -1,81 | 174 | -0,57 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 47 885 | -15,34 | 2 | -50,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 118 142 | -0,25 | 4 463 | 1,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 620 | -12,05 | 212 | -10,97 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 827 | -68,70 | 144 | -68,35 | ||||
| 2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 438 | -0,63 | 431 | 0,70 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 52 884 | -5,87 | 1 994 | -4,64 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 384 | -19,14 | 467 | -18,25 | ||||
| 2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 857 | -78,13 | 485 | -77,87 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 7 182 | -1,29 | 271 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 70 234 | -12,52 | 3 | -99,93 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 695 | -82,42 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 279 | -7,21 | 237 | -5,98 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 035 | -8,65 | 39 | -7,14 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 |
