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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 223 | -28,75 | 23 | -28,12 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 452 | -3,27 | 980 | -3,16 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 892 | -17,00 | 1 751 | -16,94 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 416 | -0,24 | 43 | 0,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2 377 | -48,91 | 246 | -48,96 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 5 576 | -30,48 | 578 | -30,36 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 10 885 | -6,36 | 1 129 | -6,31 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 941 | -7,60 | 305 | -7,60 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 139 | -4,10 | 429 | -3,60 | ||||
2025-08-12 | 13F | LPL Financial LLC | 308 278 | -7,99 | 31 962 | -7,92 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 720 | -26,61 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 4 378 | -76,38 | 454 | -76,39 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -50,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 8 382 | -32,98 | 869 | -32,90 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 14 377 | -2,12 | 1 491 | -2,04 | ||||
2025-08-08 | 13F | Creative Planning | 4 409 | -4,92 | 457 | -4,79 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 7 358 | -6,62 | 763 | -6,62 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Lake Street Financial Llc | 8 260 | -1,90 | 856 | -1,83 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93 216 | -2,20 | 10 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 258 181 | -6,00 | 26 768 | -5,92 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 135 | -5,44 | 636 | -5,36 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 59 735 | -62,95 | 6 193 | -62,92 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 4 734 | -0,19 | 491 | -0,20 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13 298 | -15,20 | 1 379 | -15,15 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 597 | -0,94 | 1 513 | -0,85 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 20 779 | -5,99 | 2 154 | -5,90 | ||||
2025-08-14 | 13F | UBS Group AG | 165 401 | -3,97 | 17 149 | -3,90 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 040 | -7,73 | 212 | -8,26 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 2 406 | -3,95 | 249 | -3,86 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 954 | -7,94 | 825 | -7,93 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 440 | -1,30 | 149 | -1,32 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 74 527 | -1,14 | 8 | 0,00 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 3 014 | -13,64 | 313 | -13,57 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 378 | -6,17 | 350 | -5,91 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 301 | -5,64 | 31 | 0,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 20 236 | -5,25 | 2 098 | -5,15 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6 942 | -4,29 | 721 | -4,26 | ||||
2025-08-14 | 13F | Comerica Bank | 2 649 | -5,43 | 275 | -5,52 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 575 | -2,38 | 60 | -3,28 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 367 188 | -25,43 | 38 070 | -25,38 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 49 532 | -0,67 | 5 135 | -0,58 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-04-08 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 2 175 | -10,64 | 225 | -10,71 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5 472 | -0,76 | 567 | -0,70 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7 099 | -8,44 | 736 | -8,47 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 669 | -1,82 | 380 | -1,81 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 254 954 | -5,52 | 26 434 | -5,45 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 2 857 | -28,09 | 296 | -28,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 929 | -2,02 | 1 231 | -2,46 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 3 312 | -6,36 | 343 | -6,28 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 120 819 | -2,54 | 12 527 | -2,46 | ||||
2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 5 759 | -44,33 | 597 | -44,26 | ||||
2025-07-31 | 13F | City State Bank | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 13 176 | -2,95 | 1 366 | -2,84 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 3 423 | -0,49 | 355 | -0,56 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 192 | -6,93 | 6 243 | -6,86 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 45 | -35,71 | 5 | -42,86 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 58 881 | -2,93 | 6 105 | -2,83 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3 278 | -30,70 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 968 | -21,75 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 234 | -5,95 | 128 | -5,93 | ||||
2025-08-14 | 13F | Fmr Llc | 3 054 | -1,67 | 317 | -1,56 | ||||
2025-08-12 | 13F | MAI Capital Management | 6 715 | -0,22 | 696 | -0,14 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 35 274 | -3,11 | 3 657 | -3,02 | ||||
2025-08-11 | 13F | SFI Advisors, LLC | 34 445 | -4,88 | 3 571 | -4,80 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 2 917 | -0,03 | 303 | 0,00 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 198 | -0,28 | 2 924 | -0,20 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2 445 | -5,31 | 253 | -4,53 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 587 | -26,99 | 61 | -27,71 | ||||
2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 101 161 | -20,71 | 10 482 | -20,71 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 764 | -8,33 | 285 | -8,65 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5 528 | -0,52 | 573 | -0,35 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 383 | -30,54 | 143 | -30,58 | ||||
2025-08-04 | 13F | Assetmark, Inc | 162 | -41,94 | 17 | -42,86 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7 916 | -7,05 | 810 | -3,69 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 679 | -12,45 | 381 | -12,41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 5 815 | -80,35 | 603 | -80,37 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 1 009 987 | -8,60 | 104 716 | -8,53 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 7 372 | -0,62 | 764 | -0,52 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 396 | -33,01 | 767 | -32,98 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 283 | -17,74 | 2 207 | -17,69 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 33 277 | -23,63 | 3 450 | -23,55 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 2 482 | -3,65 | 0 | |||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 4 183 | -9,97 | 434 | -9,98 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 2 416 | -9,72 | 250 | -9,75 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 5 697 | -5,68 | 591 | -5,60 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 952 | -0,63 | 99 | -1,01 | ||||
2025-08-07 | 13F | PFG Advisors | 2 168 | -34,93 | 225 | -35,07 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 3 810 | -4,27 | 395 | -4,13 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 10 895 | -2,20 | 1 130 | -2,17 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 9 099 | -0,96 | 943 | -0,84 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 54 803 | -14,52 | 5 682 | -14,47 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4 068 | -18,20 | 422 | -18,57 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F/A | CX Institutional | 10 123 | -45,98 | 1 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 143 | -9,13 | 637 | -9,14 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 466 | -21,24 | 256 | -21,30 | ||||
2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 152 | -66,00 | 16 | -67,39 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 442 | -56,56 | 253 | -56,53 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 |