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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 971 | -32,77 | 190 | -32,14 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 58 465 | -11,35 | 3 748 | -10,42 | ||||
| 2025-08-14 | 13F | Investment House Llc | 7 480 | -6,27 | 479 | -5,34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 557 | -0,68 | 549 | 2,62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 729 | -2,07 | 239 | -0,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 974 | -11,13 | 447 | -10,06 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 5 618 | -7,03 | 360 | -6,01 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 15 333 | -14,34 | 983 | -13,48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 315 | -0,66 | 1 174 | 0,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 76 895 | -7,09 | 4 929 | -6,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71 729 | -1,21 | 4 598 | -0,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 702 | -2,23 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 970 | -12,97 | 383 | -12,18 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 24 256 | -1,02 | 1 555 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20 398 | -3,41 | 1 308 | -2,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 339 | -1,37 | 983 | -0,30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4 887 | -6,33 | 313 | -5,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 725 | -10,43 | 303 | -9,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 501 | -93,56 | 32 | -93,51 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 704 | -6,85 | 313 | -2,50 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 329 | -17,13 | 21 | -16,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 505 | -15,83 | 32 | -15,79 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 627 | -2,68 | 232 | -1,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71 877 | -4,67 | 4 608 | -3,66 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10 472 | -3,68 | 671 | -2,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 937 | -12,74 | 509 | -11,96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4 901 | -38,51 | 314 | -37,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 080 | -6,34 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 751 | -34,40 | 312 | -32,24 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12 830 | -46,23 | 822 | -45,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 191 173 | -0,87 | 12 254 | 0,16 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12 725 | -3,60 | 816 | -2,63 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 223 | -81,47 | 207 | -81,32 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3 669 | -19,22 | 235 | -18,40 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 832 | -5,35 | 182 | -4,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 327 | -15,24 | 2 | -50,00 |
