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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 173 554 | -9,56 | 4 049 | -8,77 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 51 829 | -4,83 | 1 209 | -3,97 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 565 495 | -2,42 | 13 193 | -1,57 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 185 406 | -9,24 | 4 326 | -8,45 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 64 576 | -0,52 | 1 507 | 0,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24 952 | -19,62 | 581 | -19,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 175 563 | -15,35 | 4 096 | -14,63 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 75 000 | -3,56 | 1 750 | -2,73 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 616 847 | -0,94 | 14 391 | -0,08 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 28 240 | -2,17 | 659 | -1,35 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 22 657 | -8,03 | 524 | -6,60 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34 412 | -11,96 | 803 | -11,28 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 230 233 | -0,04 | 5 371 | 0,83 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 130 924 | -5,13 | 3 054 | -4,32 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 21 503 | -5,61 | 502 | -4,75 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 25 272 | -26,97 | 590 | -26,37 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 69 402 | -2,01 | 1 619 | -1,16 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 29 167 | -0,75 | 680 | 0,15 | ||||
| 2025-08-08 | 13F | Creative Planning | 58 570 | -10,98 | 1 366 | -10,19 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 133 743 | -3,96 | 26 418 | -3,20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 59 971 | -60,90 | 1 399 | -60,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 720 | -36,12 | 63 | -35,71 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 16 330 | -5,77 | 381 | -5,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 573 093 | -11,26 | 60 030 | -10,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 616 | -46,81 | 318 | -46,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 140 | -40,70 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 176 304 | -1,92 | 4 113 | -1,06 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 16 325 | -5,22 | 381 | -4,52 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 900 | -16,04 | 208 | -15,51 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 17 245 | -7,21 | 402 | -6,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74 454 | -6,71 | 1 728 | -6,39 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 29 291 | -64,84 | 683 | -64,54 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3 540 014 | -1,40 | 81 881 | -1,40 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Wells Financial Advisors INC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 59 601 | -14,50 | 1 390 | -13,77 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 74 050 | -0,70 | 1 728 | 0,17 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 22 485 | -0,73 | 525 | 0,19 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 205 951 | -1,52 | 4 805 | -0,99 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 175 370 | -0,08 | 4 091 | 0,79 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 205 435 | -2,88 | 4 793 | -2,04 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 190 671 | -1,68 | 4 448 | -0,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 29 706 | -73,22 | 693 | -72,99 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 48 221 | -4,45 | 1 125 | -3,68 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 735 362 | -9,61 | 17 156 | -8,83 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 405 875 | -38,21 | 32 791 | -37,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 71 200 | -5,17 | 1 661 | -4,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 28 969 | -31,03 | 676 | -30,48 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11 145 | -0,13 | 260 | 0,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52 994 | -76,32 | 1 236 | -76,12 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 16 020 | -1,39 | 374 | -0,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 923 | -73,56 | 418 | -73,32 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 13 653 | -12,07 | 319 | -11,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 672 200 | -0,43 | 15 682 | 0,44 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 71 980 | -6,12 | 1 679 | -5,30 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 019 490 | -0,02 | 24 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 22 596 | -15,03 | 1 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 361 | -71,81 | 218 | -71,61 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 49 607 | -0,46 | 1 157 | 0,43 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 304 | -5,93 | 894 | -5,10 |
