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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 23 254 | -6,14 | 1 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 117 339 | -29,23 | 4 | -20,00 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 8 100 | -3,77 | 289 | 5,11 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 20 548 | -20,92 | 732 | -13,48 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 16 083 | -1,06 | 573 | 8,32 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-05-06 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 97 106 | -34,76 | 3 461 | -28,66 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 608 | -3,24 | 129 | 15,32 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7 926 | -0,60 | 282 | 8,88 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 12 610 | -88,09 | 449 | -86,99 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 13 146 | -2,81 | 469 | 6,36 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 54 281 | -49,33 | 1 935 | -44,60 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 5 813 | -19,92 | 207 | -12,29 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 131 978 | -38,81 | 5 | -42,86 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 765 | -6,46 | 241 | 1,69 | ||||
2025-08-14 | 13F | Mariner, LLC | 432 808 | -15,70 | 15 425 | -7,81 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 404 307 | -0,39 | 14 409 | 8,93 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 759 | -2,22 | 277 | 6,98 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 16 796 | -0,55 | 599 | 8,73 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 107 419 | -0,51 | 3 828 | 8,81 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228 842 | -74,01 | 8 | -71,43 | ||||
2025-08-15 | 13F | Morgan Stanley | 622 | -88,19 | 22 | -87,13 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 1 946 | -19,52 | 69 | -11,54 | ||||
2025-08-14 | 13F | Comerica Bank | 2 960 | -9,40 | 105 | -0,94 | ||||
2025-07-16 | 13F | Novem Group | 58 601 | -2,50 | 2 089 | 6,64 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 65 452 | -32,04 | 2 | -33,33 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Betterment LLC | 9 397 | -3,89 | 0 | |||||
2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 40 500 | -1,70 | 1 443 | 7,53 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 174 616 | -11,66 | 6 | 0,00 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 119 474 | -1,28 | 4 258 | 7,96 | ||||
2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 40 966 | -1,75 | 1 460 | 7,51 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 38 217 | -0,26 | 1 362 | 9,05 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 10 550 | -9,32 | 376 | -0,79 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 |