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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 560 | -2,70 | 259 | 7,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70 527 | -0,62 | 2 414 | 10,33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 61 760 | -3,27 | 2 114 | 7,42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 448 | -94,52 | 15 | -94,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 879 447 | -2,15 | 30 103 | 8,61 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56 319 | -36,37 | 1 928 | -29,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 749 022 | -2,67 | 23 100 | 4,52 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 108 416 | -12,15 | 3 711 | -2,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28 975 | -12,81 | 992 | -3,22 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 847 | -13,29 | 371 | -3,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 570 | -0,57 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 843 707 | -0,53 | 63 110 | 10,41 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 665 | -5,45 | 365 | 5,19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 84 127 | -36,23 | 2 880 | -29,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 206 | -39,28 | 247 | -32,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65 252 | -1,58 | 2 234 | 9,25 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 229 075 | -10,71 | 7 383 | -3,75 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 750 747 | -2,90 | 25 698 | 7,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 238 | -21,93 | 385 | -13,32 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 948 892 | -1,46 | 32 481 | 9,37 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21 763 | -2,50 | 745 | 8,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 448 | -18,00 | 631 | -8,95 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 30 824 | -10,31 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 71 293 | -1,70 | 2 440 | 9,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 70 731 | -0,94 | 2 421 | 9,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 101 440 | -8,11 | 3 472 | 2,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 318 396 | -19,45 | 10 899 | -10,61 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 267 156 | -5,70 | 9 030 | 3,34 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 59 956 | -42,41 | 2 052 | -36,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 561 257 | -36,09 | 19 212 | -29,07 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 8 575 507 | -0,95 | 293 540 | 9,94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 236 515 | -1,27 | 8 096 | 9,58 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 851 829 | -6,62 | 29 | 3,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 341 743 | -6,75 | 11 698 | 3,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | -87,80 | 16 | -87,07 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 135 288 | -1,23 | 4 631 | 9,61 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 27 800 | -9,74 | 952 | 0,21 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 691 | -23,82 | 640 | -15,48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 33 340 | -17,02 | 1 141 | -7,91 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 | -95,58 | 3 | -95,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 020 | -6,09 | 69 | 1,47 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 237 354 | -45,98 | 42 355 | -40,04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 46 920 | -2,50 | 1 606 | 8,22 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 228 | -0,66 | 282 | 10,59 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 410 664 | -11,87 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9 495 | -0,01 | 325 | 11,30 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32 517 | -22,12 | 1 113 | -13,52 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 005 | -14,27 | 240 | -4,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 160 | -60,28 | 279 | -55,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 051 | -7,79 | 207 | 2,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 289 | -8,20 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 655 614 | -4,16 | 22 442 | 6,37 |
