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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 518 | -15,34 | 349 | -5,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 202 598 | -7,12 | 12 796 | 3,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 996 | -79,01 | 317 | -76,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 188 | -1,49 | 75 | 10,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 944 | -13,88 | 312 | -3,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3 922 | -16,05 | 248 | -6,08 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 899 593 | -3,32 | 56 818 | 8,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 233 | -59,76 | 394 | -55,03 | ||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 13 503 | -9,85 | 853 | 0,83 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 149 | -4,34 | 704 | 7,15 | ||||
| 2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 117 692 | -3,45 | 7 433 | 8,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 568 511 | -1,33 | 35 907 | 10,42 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 154 | -22,79 | 2 662 | -13,60 | ||||
| 2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 127 224 | -3,84 | 8 035 | 7,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 470 802 | -13,86 | 29 736 | -3,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31 495 | -1,29 | 1 989 | 10,50 | ||||
| 2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 1 549 976 | -8,91 | 97 896 | 1,94 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 86 818 | -11,27 | 5 483 | -0,71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 67 713 | -8,94 | 4 277 | 1,91 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 52 084 | -0,98 | 3 290 | 10,82 | ||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14 449 | -4,03 | 913 | 7,42 | ||||
| 2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 68 937 | -2,37 | 4 354 | 9,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 240 | -2,04 | 15 | 15,38 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 370 460 | -4,66 | 23 | 9,52 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 35 049 | -1,67 | 2 214 | 10,04 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | -75,00 | 2 | -71,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145 733 | -2,93 | 9 204 | 8,63 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 70 386 | -7,82 | 4 446 | 3,16 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 591 482 | -10,12 | 542 638 | 0,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 727 | -2,52 | 1 751 | 9,10 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 58 020 | -5,03 | 3 665 | 6,26 | ||||
| 2025-08-26 | NP | FMTZX - Franklin Moderate Allocation Fund Advisor Class | 1 378 267 | -11,28 | 87 051 | -0,71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 310 | -90,54 | 1 535 | -89,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 65 192 | -2,65 | 4 118 | 8,94 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 23 554 | -54,25 | 1 488 | -48,81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 57 285 | -53,71 | 3 618 | -48,40 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 82 305 | -0,83 | 5 198 | 10,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 651 | -58,63 | 989 | -53,72 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 621 | -7,93 | 292 | 2,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 427 | -0,95 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 944 | -6,60 | 375 | 4,46 |
