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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128 694 | -1,52 | 2 941 | 2,94 | ||||
2025-08-14 | 13F | Mariner, LLC | 94 321 | -63,06 | 2 155 | -61,39 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61 563 | -5,12 | 1 407 | -0,85 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4 549 | -10,51 | 104 | -7,21 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 74 652 | -45,32 | 1 706 | -42,86 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21 198 | -1,28 | 484 | 3,20 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 53 820 | -1,64 | 1 230 | 2,76 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 68 849 | -18,44 | 1 573 | -14,74 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 263 | -95,87 | 29 | -95,81 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 50 749 | -0,98 | 1 160 | 3,48 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 11 719 | -11,51 | 268 | -7,61 | ||||
2025-08-15 | 13F | Morgan Stanley | 16 419 | -0,98 | 375 | 3,59 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65 658 | -17,72 | 1 500 | -13,99 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 364 | -7,24 | 1 539 | -3,02 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 19 333 | -53,14 | 442 | -51,05 | ||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 110 | -44,74 | 391 | -42,31 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 14 924 | -0,67 | 341 | 3,96 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 18 629 | -3,05 | 426 | 1,19 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 54 545 | -86,92 | 1 246 | -86,34 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16 497 | -23,76 | 377 | -20,34 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 35 773 | -6,86 | 817 | -2,62 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 10 879 | -8,72 | 249 | -4,62 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60 697 | -64,69 | 1 387 | -63,11 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 22 575 | -6,95 | 516 | -2,83 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 233 154 | -0,91 | 5 353 | 4,08 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 15 012 | -15,49 | 343 | -11,60 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39 370 | -62,51 | 900 | -60,83 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 560 | -9,25 | 36 | -5,41 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 124 275 | -1,06 | 2 840 | 3,42 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 978 349 | -1,63 | 68 055 | 2,82 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 15 566 | -0,03 | 360 | 5,59 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 323 505 | -55,97 | 7 392 | -53,98 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 629 | -17,48 | 357 | -13,77 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 769 271 | -9,79 | 63 278 | -5,71 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48 411 | -53,06 | 1 106 | -50,93 | ||||
2025-07-17 | 13F | Janney Capital Management LLC | 129 298 | -0,60 | 3 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 233 868 | -14,01 | 5 344 | -14,44 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 813 | -5,79 | 19 | 0,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 293 875 | -0,79 | 6 715 | 3,71 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 22 682 | -0,25 | 518 | 4,23 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 000 | -75,00 | 46 | -74,29 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 202 | -3,45 | 27 | 0,00 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 24 610 | -3,00 | 562 | 1,44 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 36 139 | -10,08 | 826 | -1,90 |