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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12 545 | -2,28 | 1 894 | 10,90 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Beck Bode, LLC | 11 005 | -27,96 | 1 661 | -17,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 1 377 | -28,36 | 208 | -17,86 | ||||
| 2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6 058 | -28,60 | 915 | -17,95 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 434 | -3,46 | 820 | 10,96 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 104 | -80,27 | 16 | -79,17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 928 | -3,33 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 40 934 | -2,09 | 6 180 | 12,49 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116 224 | -3,00 | 17 546 | 11,45 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 526 | -3,72 | 230 | 10,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 530 | -38,89 | 835 | -29,86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 3 353 | -7,17 | 506 | 6,75 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 246 | -8,25 | 339 | 5,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 205 | -5,48 | 1 692 | 8,61 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 443 362 | -1,00 | 67 | 13,79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 097 | -1,49 | 769 | 13,25 | ||||
| 2025-05-02 | 13F | Schrum Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 510 | -1,65 | 379 | 12,84 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31 337 | -2,57 | 4 731 | 11,93 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2 509 | -17,52 | 379 | -5,26 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 771 | -13,50 | 871 | -0,57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 883 | -56,78 | 2 247 | -50,35 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16 248 | -8,26 | 2 453 | 5,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 371 | -1,39 | 1 566 | 13,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 070 | -12,81 | 313 | 0,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 237 805 | -9,99 | 35 901 | 3,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 493 | -3,36 | 829 | 11,13 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 1 207 | -9,79 | 185 | 5,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 839 | -79,23 | 278 | -76,18 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 746 | -0,87 | 415 | 14,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 354 | -78,60 | 53 | -75,58 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 593 | -1,04 | 995 | 13,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 427 085 | -1,60 | 64 477 | 13,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 228 | -18,50 | 4 262 | -6,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 493 | -0,55 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 671 403 | -2,02 | 101 362 | 12,57 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 2 846 | -1,32 | 430 | 13,49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 7 816 | -0,69 | 1 180 | 14,02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 418 | -95,60 | 63 | -95,01 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11 273 | -5,64 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 167 | -11,49 | 780 | 1,69 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 176 699 | -3,49 | 26 676 | 10,89 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3 775 | -0,26 | 570 | 14,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21 463 | -9,21 | 3 240 | 4,31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 020 | -26,03 | 456 | -15,11 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37 571 | -2,06 | 5 672 | 12,54 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 095 | -2,20 | 1 675 | 12,42 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 715 | -0,19 | 1 316 | 14,65 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 20 117 | -0,30 | 3 037 | 14,56 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 658 | -12,50 | 1 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 239 | -0,14 | 2 754 | 14,71 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6 405 | -3,03 | 967 | 11,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 849 | -6,34 | 732 | 7,65 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 8 569 | -11,40 | 1 294 | 129 200,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145 646 | -8,23 | 21 988 | 5,44 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 279 | -5,54 | 193 | 9,04 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 10 232 | -9,07 | 1 545 | 4,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 748 | -21,03 | 415 | -9,41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 383 | -0,16 | 964 | 14,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 117 | -0,28 | 320 | 14,75 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 923 | -32,74 | 290 | -22,67 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 723 | -0,88 | 2 223 | 13,89 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 266 | -6,34 | 40 | 8,11 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5 822 | -0,46 | 879 | 14,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 495 | -1,73 | 8 076 | 12,90 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 793 | -8,25 | 1 931 | 5,40 | ||||
| 2025-08-26 | NP | DALI - First Trust Dorsey Wright DALI 1 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132 255 | -3,22 | 19 967 | 11,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 029 | -66,67 | 752 | -60,39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 664 | -2,93 | 1 006 | 11,53 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 629 | -1,09 | 548 | 13,49 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 674 | -5,50 | 706 | 8,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68 927 | -70,03 | 10 | -66,67 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 324 | -40,33 | 49 | -32,39 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 10 098 | -0,33 | 2 | 0,00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 291 | -1,47 | 497 | 13,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 492 | -8,73 | 2 037 | 4,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19 437 | -0,22 | 2 934 | 14,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 135 | -9,03 | 4 249 | 4,53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 970 | -0,38 | 751 | 14,33 |
