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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 430 893 | -23,70 | 47 092 | -20,35 | ||||
2025-08-08 | 13F | Creative Planning | 53 754 | -11,67 | 5 875 | -7,80 | ||||
2025-04-22 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 605 | -9,70 | 66 | -12,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 325 | -52,76 | 36 | -51,39 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 469 | -36,62 | 51 | -33,77 | ||||
2025-04-22 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 39 050 | -4,76 | 4 268 | -0,58 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 20 | -94,74 | 2 | -94,87 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 9 720 | -6,51 | 1 062 | -9,39 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 19 252 | -3,62 | 2 104 | 0,62 | ||||
2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
2025-08-12 | 13F | LPL Financial LLC | 160 429 | -8,81 | 17 533 | -4,81 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 98 918 | -4,00 | 10 811 | 0,20 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 337 | -18,60 | 37 | -16,28 | ||||
2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 4 755 | -1,76 | 520 | 2,57 | ||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 448 | -9,50 | 814 | -5,46 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 11 268 | -70,10 | 1 231 | -68,80 | ||||
2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 4 278 | -1,20 | 468 | 3,09 | ||||
2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 171 | -1,00 | 1 221 | 3,30 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 646 | -11,80 | 289 | -7,67 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 120 | -28,16 | 232 | -25,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 38 898 | -51,61 | 4 255 | -49,48 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 475 | -6,76 | 817 | -2,74 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 56 551 | -0,16 | 6 403 | 18,27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 3 822 | -15,48 | 418 | -11,84 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 17 723 | -73,08 | 1 937 | -71,91 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 122 739 | -27,80 | 13 414 | -24,63 | ||||
2025-05-05 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 14 825 | -0,84 | 1 642 | 13,02 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 011 | -37,08 | 438 | -34,33 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129 346 | -30,97 | 14 136 | -27,94 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 493 | -2,43 | 272 | 1,87 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 143 | -83,04 | 16 | -82,95 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 186 | -65,30 | 20 | -64,29 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 31 442 | -3,10 | 3 436 | 0,61 | ||||
2025-04-23 | 13F | Embree Financial Group | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 29 029 | -2,41 | 3 173 | 1,86 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27 841 | -33,40 | 3 | -25,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 16 649 | -7,12 | 1 736 | -9,21 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 4 560 | -1,81 | 498 | 2,47 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 56 033 | -44,76 | 6 124 | -42,34 |