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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 280 | -82,60 | 1 556 | -82,60 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 193 706 | -19,63 | 9 639 | -19,58 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 461 801 | -20,11 | 22 979 | -20,03 | ||||
| 2025-07-16 | 13F | Novem Group | 5 905 | -5,50 | 294 | -5,48 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 42 249 | -41,01 | 2 102 | -40,97 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 815 | -9,15 | 240 | -9,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 272 995 | -22,37 | 13 584 | -22,32 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 432 494 | -4,66 | 22 | -4,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 81 944 | -4,23 | 4 078 | -3,71 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 1 234 | -39,33 | 61 | -39,60 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 11 841 | -22,26 | 589 | -22,19 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 45 869 | -11,49 | 2 282 | -11,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 89 | -76,64 | 4 | -77,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 112 553 | -5,78 | 204 641 | -5,73 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 29 225 | -49,20 | 1 454 | -49,16 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 32 357 | -14,27 | 1 610 | -14,22 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31 849 | -50,16 | 2 | -66,67 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 17 138 | -4,03 | 853 | -4,05 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 16 312 | -6,62 | 812 | -6,57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 152 | -0,17 | 1 749 | -0,11 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5 085 | -66,47 | 253 | -66,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 220 963 | -5,84 | 10 995 | -5,78 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 386 | -20,90 | 1 412 | -20,85 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67 999 | -12,13 | 3 384 | -12,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242 160 | -8,14 | 12 050 | -8,09 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 30 199 | -44,92 | 1 503 | -44,90 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 407 | -58,91 | 866 | -58,88 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 139 310 | -30,76 | 6 932 | -30,71 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32 545 | -23,33 | 1 619 | -23,27 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 69 132 | -42,01 | 3 440 | -41,97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 455 | -28,51 | 271 | -28,50 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 183 | -0,32 | 407 | -0,25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 190 959 | -10,52 | 9 502 | -10,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47 838 | -37,58 | 2 380 | -37,55 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 45 598 | -4,46 | 2 269 | -4,42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 28 917 | -55,34 | 1 439 | -55,34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 510 704 | -14,72 | 174 693 | -14,67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 760 269 | -0,81 | 236 871 | -0,75 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14 080 | -27,50 | 701 | -27,46 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 25 490 | -9,88 | 1 268 | -9,82 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 27 629 | -4,30 | 1 375 | -4,25 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 320 908 | -1,64 | 15 968 | -1,58 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 16 949 | -5,85 | 843 | -5,81 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 866 | -26,48 | 1 138 | -26,46 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 15 982 | -11,18 | 795 | -11,07 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 34 503 | -7,88 | 1 717 | -7,84 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 38 071 | -27,25 | 1 894 | -27,21 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 68 765 | -2,58 | 3 422 | -2,54 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 95 452 | -4,47 | 4 750 | -4,41 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 4 595 | -7,95 | 229 | -8,06 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 172 135 | -44,80 | 8 565 | -44,77 | ||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 9 377 403 | -1,24 | 466 620 | -1,18 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 5 774 | -20,03 | 287 | -20,06 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 4 729 | -98,24 | 235 | -98,24 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 083 | -19,08 | 104 | -19,53 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 51 595 | -13,89 | 2 561 | -14,15 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 088 | -8,78 | 452 | -8,69 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 62 299 | -22,23 | 3 100 | -22,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 271 | -87,43 | 859 | -87,38 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 53 305 | -23,95 | 2 652 | -23,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 260 | -23,36 | 63 | -23,46 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 106 177 | -37,88 | 5 283 | -37,84 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 882 | -5,04 | 243 | -5,10 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 093 | -14,14 | 602 | -14,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 49 864 | -3,27 | 2 481 | -3,20 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 9 236 | -0,22 | 460 | -0,22 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 101 080 | -15,66 | 5 030 | -15,62 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 31 861 | -6,71 | 1 585 | -6,65 | ||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 539 | -39,57 | 27 | -40,91 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 640 | -38,26 | 231 | -38,34 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 464 878 | -4,42 | 122 653 | -4,36 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 215 | -72,99 | 11 | -74,36 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 50 388 | -5,88 | 2 507 | -5,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 066 | -45,55 | 202 | -45,55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 35 819 | -16,46 | 1 782 | -16,42 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 57 338 | -5,24 | 2 853 | -5,03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 10 943 | -24,65 | 544 | -24,69 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 5 880 | -21,54 | 292 | -21,29 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 128 540 | -21,25 | 6 396 | -21,19 | ||||
| 2025-05-01 | 13F | Oxbow Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17 065 | -8,38 | 849 | -8,32 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 294 957 | -1,60 | 14 677 | -1,54 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 26 344 | -13,08 | 1 311 | -13,07 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 35 321 | -3,56 | 1 758 | -3,51 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32 385 | -5,13 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 15 816 | -10,50 | 1 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 709 | -19,14 | 284 | -19,09 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 157 021 | -59,43 | 7 813 | -59,41 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542 812 | -43,60 | 27 010 | -43,56 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 743 584 | -19,55 | 37 001 | -19,50 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 32 746 | -47,13 | 1 629 | -47,11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 677 | -8,19 | 631 | -8,16 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 42 621 | -36,70 | 2 | -33,33 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7 379 | -3,38 | 367 | -3,17 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 639 837 | -9,45 | 31 838 | -9,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 124 673 | -1,43 | 6 200 | -1,45 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 60 386 | -11,50 | 3 005 | -11,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 16 518 | -8,85 | 822 | -8,88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 11 841 | -22,26 | 589 | -22,19 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5 043 | -7,40 | 251 | -7,41 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 5 370 | -6,46 | 267 | -6,32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 817 | -15,63 | 1 633 | -15,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22 330 | -26,22 | 1 111 | -26,18 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 215 | -53,35 | 658 | -53,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 98 027 | -12,83 | 4 878 | -12,79 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 |
