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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 712 631 | -2,68 | 13 333 | -5,02 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 958 130 | -18,56 | 17 927 | -20,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92 748 | -11,25 | 2 | -50,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 157 319 | -4,57 | 2 945 | -6,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 215 133 | -19,47 | 41 445 | -21,40 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 111 589 | -4,22 | 2 088 | -6,54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 091 553 | -1,84 | 39 133 | -4,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 689 563 | -3,25 | 12 902 | -5,58 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 133 148 | -10,34 | 2 491 | -12,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76 | -53,37 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 766 602 | -2,86 | 14 343 | -5,20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 248 | -8,81 | 341 | -10,97 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 157 319 | -3,03 | 2 943 | -5,37 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 16 746 | -55,72 | 313 | -56,77 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 563 959 | -1,74 | 10 552 | -4,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 117 | -97,93 | 2 | -98,15 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 469 276 | -2,72 | 8 780 | -5,06 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 84 525 | -14,20 | 1 581 | -16,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 37 287 | -35,15 | 698 | -36,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 308 772 | -6,58 | 5 777 | -8,81 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 14 500 | -24,08 | 271 | -25,96 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 167 | -10,44 | 115 | -12,21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205 605 | -15,85 | 3 847 | -17,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 706 392 | -10,25 | 31 927 | -12,41 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 80 111 | -18,01 | 1 499 | -20,02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23 183 | -33,05 | 434 | -34,69 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 38 493 | -6,97 | 720 | -9,21 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 11 631 | -46,84 | 218 | -48,21 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 |
