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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 901 | -0,95 | 470 | -4,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 844 212 | -1,18 | 81 | -3,57 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 621 | -10,28 | 348 | -7,71 | ||||
| 2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2 570 | -74,79 | 247 | -75,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 217 | -2,13 | 309 | -5,23 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6 684 | -61,49 | 642 | -62,75 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 345 217 | -1,96 | 33 134 | -5,10 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 24 800 | -2,53 | 2 380 | -5,67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 808 | -5,25 | 1 233 | -6,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 326 | -17,57 | 1 014 | -18,44 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 495 | -28,96 | 2 | -50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 153 | -1,52 | 1 070 | -4,72 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 3 082 | -17,08 | 296 | -19,84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | -34,88 | 26 | -37,50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 981 | -8,30 | 1 822 | -11,26 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 450 | -3,16 | 235 | -6,00 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 201 | -23,42 | 211 | -25,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 290 | -9,77 | 1 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 084 | -4,88 | 584 | -8,04 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 275 | -2,15 | 218 | -5,22 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 909 | -1,22 | 1 143 | -4,35 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2 222 | -1,51 | 213 | -4,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 455 | -34,16 | 3 | -25,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | -28,37 | 93 | -30,60 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8 465 | -1,17 | 812 | -4,36 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23 459 | -2,17 | 2 252 | -5,30 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60 052 | -3,54 | 5 764 | -6,64 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 846 | -43,57 | 1 869 | -40,07 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 792 | -7,74 | 460 | -10,87 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4 674 | -60,75 | 449 | -62,03 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 247 | -1,14 | 408 | -4,24 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 5 904 | -0,72 | 567 | -3,90 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17 257 | -0,24 | 1 656 | -3,44 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 261 | -20,98 | 313 | -23,47 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 494 | -7,36 | 239 | -10,15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 210 | -10,37 | 116 | -12,78 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 307 | -23,33 | 4 253 | -25,79 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 8 784 | -40,60 | 843 | -42,50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 823 | -1,25 | 1 519 | -4,41 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 14 340 | -0,87 | 1 376 | -4,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | -36,97 | 64 | -39,42 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 423 221 | -3,30 | 40 621 | -6,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 502 731 | -1,22 | 48 252 | -4,38 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 302 065 | -1,14 | 28 992 | -4,31 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 446 | -10,80 | 43 | -14,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 272 | -0,15 | 986 | -3,43 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 400 | -55,36 | 230 | -56,85 | ||||
| 2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | -11,49 | 67 | -14,10 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 21 825 | -5,83 | 2 095 | -8,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 583 | -6,19 | 728 | -9,24 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 192 | -2,53 | 214 | 4,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 636 | -55,20 | 733 | -56,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 947 | -2,41 | 865 | -4,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 908 | -1,59 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 736 | -6,37 | 359 | -9,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | -51,43 | 3 | -50,00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 115 | -12,17 | 203 | -15,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14 748 | -0,17 | 1 416 | -3,35 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 664 | -6,53 | 256 | -9,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 273 | -70,22 | 314 | -71,17 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5 782 | -0,62 | 555 | -3,82 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | -28,47 | 30 | -30,95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 79 833 | -1,42 | 7 662 | -4,58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 2 583 | -0,65 | 256 | 5,79 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33 667 | -15,27 | 3 | 0,00 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 679 | -1,60 | 1 121 | -4,76 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34 509 | -0,84 | 3 408 | 5,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 293 | -12,26 | 412 | -15,05 |
