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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 691 | -24,89 | 45 | -13,73 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 256 | -4,35 | 924 | 10,14 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 710 | -19,31 | 305 | -7,01 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3 218 | -86,08 | 209 | -84,00 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3 228 | -12,92 | 209 | 0,48 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 20 669 | -2,11 | 1 339 | 12,90 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 356 | -1,12 | 671 | 13,92 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 234 794 | -2,38 | 15 217 | 12,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9 204 | -1,60 | 597 | 13,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 298 | -41,29 | 1 121 | -32,41 | ||||
| 2025-07-16 | 13F | American National Bank | 12 878 | -1,69 | 835 | 13,16 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 187 | -44,01 | 12 | -36,84 | ||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 788 | -1,05 | 310 | 13,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 034 | -19,04 | 1 104 | -6,76 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 339 | -7,38 | 216 | 6,93 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 230 | -38,14 | 469 | -28,77 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 22 107 | -4,92 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 70 | -56,25 | 5 | -55,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 388 | -56,78 | 3 071 | -50,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30 448 | -34,47 | 1 973 | -24,49 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24 646 | -7,55 | 1 597 | 6,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 902 | -15,10 | 318 | -2,16 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4 392 | -58,97 | 285 | -52,82 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 010 | -21,79 | 973 | -9,92 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4 421 397 | -1,07 | 286 551 | 13,97 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 774 | -4,12 | 504 | 10,31 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 146 682 | -5,37 | 9 507 | 9,01 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 48 474 | -26,72 | 3 142 | -15,59 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 19 458 | -13,78 | 1 261 | -0,63 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 30 879 | -6,30 | 2 001 | 7,99 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | -38,87 | 31 | -27,91 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 23 816 | -3,05 | 1 544 | 11,65 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 356 | -0,13 | 138 | 4,55 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 889 | -0,13 | 446 | 14,95 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 524 | -30,58 | 1 136 | -20,07 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4 573 | -3,48 | 296 | 10,45 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 265 | -20,08 | 406 | -7,94 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72 479 | -23,28 | 4 709 | -11,55 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 538 | -0,62 | 748 | 14,40 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 146 441 | -8,33 | 9 491 | 5,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 274 | -3,13 | 795 | 11,66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4 053 | -18,17 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 340 | -82,98 | 752 | -79,96 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 269 359 | -5,18 | 17 457 | 9,23 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 77 730 | -0,22 | 5 038 | 14,95 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3 365 | -23,07 | 215 | -12,60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 129 640 | -25,59 | 8 402 | -14,29 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 | -77,78 | 2 | -77,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 310 | -1,89 | 603 | 13,13 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 |
