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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 882 | -0,59 | 1 939 | 4,76 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 2 109 | -0,19 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69 240 | -1,55 | 8 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 487 310 | -4,26 | 55 968 | 0,90 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 7 996 | -58,47 | 918 | -56,24 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 755 | -46,49 | 202 | -43,70 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 2 282 | -0,13 | 262 | 5,22 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 204 | -1,51 | 368 | 3,67 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 10 104 | -4,17 | 1 160 | 0,96 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 38 247 | -4,18 | 4 464 | 5,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 012 | -1,46 | 116 | -1,69 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 54 227 | -4,81 | 6 228 | 0,32 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 102 | -7,89 | 241 | -2,82 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 169 323 | -0,66 | 19 447 | 4,69 | ||||
2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2 843 | -7,48 | 327 | -2,40 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 8 187 | -2,22 | 940 | 3,07 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 2 879 | -1,34 | 331 | 3,77 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 122 | -50,00 | 14 | -39,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11 539 | -22,07 | 1 325 | -17,85 | ||||
2025-08-07 | 13F | PFG Advisors | 5 364 | -2,28 | 616 | 3,01 | ||||
2025-08-08 | 13F | Gts Securities Llc | 14 259 | -74,48 | 1 638 | -73,12 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 3 269 | -0,94 | 356 | -6,56 | ||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 18 408 | -3,00 | 2 114 | 2,22 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 553 | -2,12 | 408 | 3,29 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 4 804 | -2,16 | 552 | 2,99 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 26 484 | -27,87 | 3 042 | -23,99 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 171 | -0,69 | 249 | 4,62 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 328 | -12,21 | 497 | -7,45 | ||||
2025-08-04 | 13F | Atria Investments Llc | 9 800 | -77,40 | 1 126 | -76,19 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 41 839 | -35,60 | 4 805 | -32,13 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 709 | -6,20 | 426 | -1,16 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 931 | -6,39 | 6 | 0,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 31 699 | -4,38 | 3 641 | 0,77 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 2 725 | -2,12 | 313 | 2,97 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 13 234 | -34,00 | 1 520 | -30,48 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 75 | -81,48 | 8 | -82,61 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Rathbone Brothers plc | 5 384 | -2,18 | 618 | 3,17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 332 | -3,11 | 10 836 | 2,11 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 11 736 | -90,02 | 1 348 | -89,49 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 414 | -0,82 | 1 655 | 4,55 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 151 | -14,65 | 2 659 | -10,08 | ||||
2025-08-14 | 13F | Comerica Bank | 19 256 | -0,95 | 2 212 | 4,39 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 871 | -5,43 | 330 | -0,30 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 4 809 | -13,41 | 552 | -8,76 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2 367 | -17,35 | 272 | -13,14 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 866 | -2,81 | 214 | 2,39 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 8 459 | -53,09 | 972 | -50,59 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 11 144 | -0,13 | 1 280 | 5,18 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 339 | -59,70 | 843 | -57,56 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 406 | -7,85 | 276 | -3,16 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7 267 | -0,62 | 835 | 4,77 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 72 545 | -62,25 | 8 332 | -60,22 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Potentia Wealth | 8 253 | -20,96 | 948 | -16,71 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 15 099 | -0,12 | 1 734 | 5,28 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 3 854 | -13,86 | 443 | -9,24 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 839 | -3,64 | 441 | 1,38 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 1 857 | -27,86 | 213 | -23,93 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 204 | -0,49 | 24 | 4,55 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 | -25,00 | 1 | 0,00 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 1 987 | -26,35 | 228 | -22,45 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 1 939 | -1,57 | 223 | 3,74 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1 737 | -22,35 | 189 | -26,74 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 586 | -1,69 | 642 | 3,55 | ||||
2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11 295 | -8,87 | 1 297 | -3,93 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 17 025 | -13,31 | 1 955 | -8,64 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 112 844 | -8,94 | 127 810 | -4,03 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 20 799 | -0,18 | 2 389 | 5,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 10 010 | -0,87 | 1 150 | 4,45 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 618 | -32,13 | 186 | -32,73 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 849 | -1,09 | 1 476 | 4,24 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 103 936 | -28,05 | 11 937 | -24,18 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3 861 | -0,23 | 443 | 5,23 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59 810 | -0,67 | 7 146 | 10,74 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 200 | -5,64 | 6 | 0,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6 | -99,44 | 1 | -100,00 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 90 823 | -2,33 | 10 431 | 2,94 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 875 | -25,27 | 1 | -100,00 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 94 | -95,36 | 11 | -95,52 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 918 | -1,90 | 1 024 | 3,43 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 479 | -61,01 | 170 | -59,08 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 2 096 | -0,14 | 241 | 5,26 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 23 690 | -1,59 | 2 721 | 3,70 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 696 | -0,09 | 539 | 5,27 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 230 | -5,08 | 371 | 0,27 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 278 | -19,65 | 32 | -16,22 |