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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | FVC - First Trust Dorsey Wright Dynamic Focus 5 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 | 132 432 | -32,30 | 9 829 | -27,84 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 24 539 | -7,22 | 1 821 | -1,09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 37 | -49,32 | 3 | -60,00 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2 650 | -10,17 | 197 | -4,39 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 94 200 | -1,09 | 6 992 | 5,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 782 | -10,27 | 281 | -4,11 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 270 | -12,70 | 317 | -7,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 378 | -54,29 | 28 | -50,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 597 385 | -11,27 | 44 338 | -5,44 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | -50,00 | 7 | -46,15 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 97 048 | -3,57 | 7 203 | 3,00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 5 364 | -14,19 | 398 | -8,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 441 | -0,87 | 404 | 5,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 018 005 | -23,02 | 75 556 | -17,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74 136 | -2,97 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 941 | -6,63 | 293 | -0,34 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 276 524 | -0,16 | 20 524 | 6,40 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 842 | -2,54 | 1 398 | 3,86 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 9 474 | -8,22 | 703 | -2,09 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 3 900 | -2,50 | 289 | 3,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 391 266 | -8,42 | 29 040 | -2,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 862 152 | -4,47 | 138 209 | 1,82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 374 | -81,52 | 102 | -80,46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 719 | -2,35 | 1 167 | 4,01 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 34 306 | -0,66 | 2 546 | 5,91 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 229 519 | -15,67 | 17 035 | -10,13 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 136 473 | -4,05 | 10 | 11,11 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 11 262 | -20,75 | 836 | -15,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 42 495 | -25,58 | 3 | 0,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28 270 | -33,67 | 2 098 | -29,31 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 234 | -42,71 | 92 | -39,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 675 013 | -1,88 | 50 100 | 4,57 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 95 393 | -1,13 | 7 080 | 5,37 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 13 882 | -7,37 | 1 030 | -1,25 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 994 | -11,60 | 296 | -5,73 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 310 979 | -1,55 | 23 081 | 4,93 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 501 | -12,04 | 486 | -3,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 234 487 | -6,03 | 17 403 | 0,16 | ||||
| 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 | 59 449 | -2,06 | 4 412 | 4,38 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 689 | -5,86 | 1 461 | 0,34 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 10 276 667 | -2,34 | 762 734 | 4,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 675 | -10,35 | 1 757 | -4,46 | ||||
| 2025-08-25 | NP | FV - First Trust Dorsey Wright Focus 5 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 | 9 891 992 | -1,80 | 734 184 | 4,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-12 | 13F | MAI Capital Management | 6 935 | -29,09 | 515 | -24,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 201 032 | -7,61 | 14 921 | -1,53 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 635 | -9,93 | 1 012 | -4,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 499 019 | -3,29 | 111 257 | 3,07 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 3 260 | -22,16 | 242 | -17,18 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 257 724 | -0,26 | 19 901 | 10,60 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 14 713 | -2,82 | 1 092 | 3,51 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 21 381 | -0,58 | 1 587 | 5,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 445 | -0,52 | 1 889 | 6,01 | ||||
| 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 | 191 565 | -0,49 | 14 218 | 6,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 51 185 | -15,39 | 3 799 | -9,85 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 25 093 | -2,48 | 1 862 | 3,27 | ||||
| 2025-04-11 | 13F | Affinity Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 373 | -38,51 | 102 | -34,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 455 | -5,84 | 572 | 3,81 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 000 | -2,44 | 297 | 3,86 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33 276 | -1,08 | 2 470 | 5,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 905 | -29,35 | 1 552 | -24,71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 030 | -14,50 | 225 | -8,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 990 | -34,95 | 296 | -30,68 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 470 | -2,91 | 406 | 3,32 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 23 852 | -7,07 | 1 770 | -0,95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 22 541 | -3,17 | 1 673 | 3,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37 304 | -0,72 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 54 911 | -0,49 | 4 | 33,33 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 091 | -45,04 | 81 | -45,95 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 095 | -34,08 | 156 | -29,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 769 | -3,15 | 3 545 | 3,23 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4 461 | -87,88 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 172 526 | -7,28 | 12 805 | -1,19 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 6 818 | -1,73 | 506 | 4,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 165 | -99,32 | 12 | -99,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 254 | -29,41 | 242 | -24,92 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 343 | -61,59 | 25 | -59,68 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 18 710 | -4,13 | 1 389 | 2,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 355 | -18,53 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 144 779 | -7,66 | 10 746 | -1,59 | ||||
| 2025-05-01 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 |
