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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 48 580 | -0,45 | 3 126 | 8,66 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 8 815 | -75,97 | 567 | -73,77 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6 647 | -6,98 | 428 | 1,43 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 16 048 | -19,10 | 1 033 | -11,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 997 | -1,96 | 386 | 6,94 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 7 985 697 | -8,04 | 513 800 | 0,39 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 926 | -24,00 | 574 | -17,05 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 19 469 | -4,95 | 1 253 | 3,73 | ||||
| 2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 941 001 | -1,96 | 60 544 | 7,02 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35 639 | -31,46 | 2 293 | -25,16 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 480 | -4,54 | 288 | 4,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 092 | -14,35 | 70 | -6,67 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 4 455 097 | -1,17 | 286 641 | 7,89 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 5 177 859 | -0,44 | 333 143 | 8,69 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 684 | -2,84 | 4 741 | 6,06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 436 | -72,87 | 414 | -70,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 405 | -0,47 | 283 | 8,85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 36 049 | -2,93 | 2 319 | 5,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 1 767 430 | -5,86 | 113 716 | 2,77 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 8 706 472 | -8,06 | 560 174 | 0,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 759 809 | -1,32 | 48 886 | 7,72 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 327 209 | -13,08 | 21 053 | -5,12 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16 836 | -9,23 | 1 083 | -0,91 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17 918 | -35,21 | 1 153 | -29,33 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 3 252 | -11,87 | 209 | -3,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 156 | -88,51 | 10 | -87,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 380 403 | -0,56 | 24 | 9,09 | ||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26 363 | -49,45 | 1 696 | -44,83 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 752 846 | -2,10 | 44 373 | -3,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 394 | -3,23 | 476 | 5,32 | ||||
| 2025-04-16 | 13F | HMV Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 4 282 747 | -49,34 | 275 552 | -44,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 435 | -22,48 | 224 | -14,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71 230 921 | -8,90 | 4 582 997 | -0,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 548 | -6,73 | 228 | 1,79 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 3 856 493 | -3,04 | 248 127 | 5,84 |
