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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 337 | -27,06 | 13 | -20,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 293 | -39,48 | 85 | -32,54 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 19 | -92,31 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 40 263 | -1,00 | 1 498 | 11,05 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 78 368 | -4,43 | 2 916 | 7,21 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 118 | -0,01 | 823 | 12,28 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 124 949 | -36,81 | 41 859 | -29,13 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 913 | -2,55 | 443 | 13,01 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25 220 | -0,05 | 938 | 12,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 34 402 | -8,61 | 1 280 | 2,48 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 8 849 | -1,52 | 329 | 10,40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 796 | -23,21 | 327 | -13,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 018 | -0,44 | 1 188 | 11,04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 706 273 | -2,10 | 26 280 | 9,80 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 302 | -8,61 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29 712 | -13,21 | 1 106 | -2,73 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 12 693 | -38,69 | 472 | -31,20 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 714 | -2,05 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16 910 | -4,69 | 629 | 6,97 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 204 634 | -4,97 | 7 614 | 6,58 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 973 | -1,86 | 222 | 10,45 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 15 178 | -65,11 | 565 | -60,91 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13 527 | -29,87 | 503 | -21,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 157 937 | -0,34 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 151 428 | -4,95 | 5 635 | 6,58 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 8 897 | -1,36 | 331 | 10,70 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6 433 | -0,60 | 239 | 11,68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 377 | -62,39 | 51 | -57,85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 | -98,17 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9 380 | -92,68 | 349 | -91,80 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 47 310 | -1,57 | 1 760 | 10,41 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 822 | -9,77 | 31 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65 136 | -36,46 | 2 448 | -28,05 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 126 967 | -5,30 | 4 724 | 6,21 | ||||
| 2025-04-09 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 | -90,53 | 1 | -88,89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 129 989 | -0,96 | 4 837 | 11,04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 614 | -28,87 | 1 548 | -20,25 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 338 287 | -15,74 | 12 530 | -0,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 386 | -13,02 | 386 | -2,53 | ||||
| 2025-05-15 | 13F | Chilton Investment Co Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 20 015 | -10,51 | 745 | 0,27 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 186 | -49,87 | 0 | |||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 7 457 | -2,85 | 277 | 9,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 795 | -14,40 | 67 | -4,35 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15 596 | -1,52 | 589 | 12,19 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 99 619 | -1,11 | 3 305 | 2,80 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13 703 | -4,17 | 510 | 7,38 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 1 212 184 | -0,59 | 45 105 | 11,48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74 | -25,25 | 3 | -33,33 | ||||
| 2025-08-08 | 13F | Larson Financial Group 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 | TD Waterhouse Canada Inc. | 1 075 | -20,37 | 40 | -11,11 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 62 562 | -4,39 | 2 328 | 7,23 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 3 303 512 | -1,07 | 122 659 | 10,43 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 11 209 | -2,96 | 417 | 8,88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 771 | -55,86 | 512 | -50,53 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 405 | -29,07 | 15 | -16,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 410 | -9,59 | 164 | 1,86 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 446 226 | -2,49 | 16 604 | 9,35 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11 485 | -0,57 | 427 | 11,49 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 42 591 | -0,71 | 1 413 | -0,70 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 |
