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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 644 | -5,96 | 0 | |||||
2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100,00 | 0 | |||||
2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 11 734 | -33,48 | 499 | -30,60 | ||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 21 965 | -0,25 | 935 | 4,12 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 147 569 | -3,78 | 6 279 | 0,43 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 10 311 | -5,34 | 439 | -1,35 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 485 | -3,85 | 305 | -3,17 | ||||
2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 27 087 | -6,74 | 1 153 | -2,70 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 21 036 | -0,38 | 895 | 4,07 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 884 | -3,74 | 676 | 1,50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 43 844 | -12,74 | 1 866 | -6,14 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 85 562 | -1,18 | 4 | 0,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 125 545 | -62,26 | 5 387 | -60,34 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 12 674 | -3,02 | 539 | 1,32 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 22 100 | -3,49 | 940 | 0,75 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 148 948 | -14,13 | 6 338 | -10,38 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 677 | -1,47 | 880 | 2,81 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 12 478 | -21,28 | 531 | -17,96 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 56 178 | -63,71 | 2 390 | -62,13 | ||||
2025-08-12 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 374 321 | -3,97 | 15 927 | 0,23 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 416 213 | -0,19 | 17 710 | 4,17 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | WFA of San Diego, LLC | 5 217 | -28,92 | 222 | -26,82 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 377 | -3,57 | 271 | 0,74 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 211 | -1,94 | 222 | 2,31 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 853 | -9,86 | 292 | -5,83 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12 144 | -2,07 | 517 | 2,18 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 12 721 | -8,47 | 541 | -4,42 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 4 751 | -27,66 | 202 | -24,34 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8 840 | -72,61 | 376 | -71,41 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 9 967 | -6,99 | 424 | -2,75 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 519 | -79,66 | 235 | -78,84 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 8 966 | -8,14 | 382 | -4,03 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 76 855 | -1,38 | 3 265 | 3,03 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 63 473 | -41,32 | 2 701 | -38,76 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Sharpepoint Llc | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 127 136 | -13,60 | 5 061 | -10,92 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | |||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 109 327 | -3,33 | 4 663 | 5,62 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 145 863 | -2,11 | 6 206 | 2,17 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 27 730 | -4,56 | 1 180 | -0,42 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 192 203 | -1,47 | 8 178 | 2,84 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 33 990 | -2,31 | 1 446 | 1,97 | ||||
2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 57 917 | -66,44 | 2 464 | -64,98 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 14 411 863 | -0,80 | 613 225 | 3,53 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 6 861 | -1,56 | 292 | 2,46 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 73 823 | -4,64 | 3 141 | -0,48 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 220 347 | -2,19 | 9 376 | 2,08 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 14 610 | -0,01 | 622 | 4,37 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16 638 | -5,24 | 708 | -1,12 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159 457 | -1,47 | 6 785 | 2,82 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 82 595 | -3,46 | 3 514 | 0,77 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 63 404 | -4,48 | 2 698 | -0,33 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 5 166 | -2,45 | 220 | 1,86 | ||||
2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8 109 | -10,96 | 345 | -7,01 | ||||
2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 106 336 | -0,07 | 4 525 | 4,29 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 105 922 | -0,87 | 4 507 | 3,44 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36 800 | -17,95 | 1 566 | -14,39 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 15 824 | -32,84 | 673 | -29,90 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 37 995 | -6,31 | 1 624 | -1,69 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3 736 | -1,53 | 159 | 2,60 | ||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 45 156 | -36,17 | 1 921 | -33,39 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 508 | -0,27 | 319 | 4,25 | ||||
2025-08-07 | 13F | PFG Advisors | 69 849 | -4,10 | 2 972 | 0,10 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 832 | -6,94 | 1 057 | -2,85 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 270 | -4,35 | 565 | -0,18 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 1 512 313 | -3,53 | 64 349 | 0,68 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 281 490 | -1,44 | 11 977 | 2,86 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 34 397 | -86,71 | 1 464 | -86,14 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 346 | -0,59 | 100 | 3,13 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 591 201 | -0,31 | 25 156 | 4,04 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 14 410 | -0,72 | 613 | 3,72 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 67 570 | -10,02 | 2 875 | -6,08 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166 675 | -6,17 | 7 | 0,00 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 21 740 | -25,52 | 925 | -22,27 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9 356 | -0,78 | 398 | 4,74 | ||||
2025-08-14 | 13F | Mariner, LLC | 6 498 | -74,15 | 276 | -73,07 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90 734 | -17,89 | 3 861 | -14,32 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 667 331 | -6,21 | 28 395 | -2,12 | ||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 33 655 | -8,96 | 1 432 | -4,98 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 120 128 | -4,54 | 5 111 | -0,37 | ||||
2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 |