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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19 907 | -3,23 | 465 | -5,31 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 17 416 | -23,82 | 406 | -25,50 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 165 571 | -58,64 | 3 864 | -59,53 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 9 717 | -71,64 | 227 | -72,34 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 92 720 | -3,16 | 2 211 | -6,47 | ||||
2025-08-08 | 13F | Creative Planning | 18 359 | -20,33 | 428 | -22,04 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 26 448 | -3,32 | 617 | -6,10 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15 296 | -39,18 | 357 | -40,40 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 580 | -60,50 | 1 064 | -61,36 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 250 | -1,51 | 239 | -3,63 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 834 086 | -3,84 | 19 468 | -5,90 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 43 213 | -3,92 | 1 009 | -5,97 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 332 | -1,72 | 381 | -3,79 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 75 445 | -80,99 | 1 761 | -81,44 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10 164 | -97,04 | 237 | -97,10 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 51 652 | -22,15 | 1 206 | -23,83 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 12 545 | -40,61 | 293 | -43,95 | ||||
2025-08-14 | 13F | First Foundation Advisors | 952 878 | -14,55 | 22 240 | -16,37 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 10 178 | -45,60 | 238 | -46,64 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 11 170 | -45,59 | 261 | -46,83 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 219 896 | -7,08 | 28 472 | -9,07 | ||||
2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 69 951 | -65,84 | 1 633 | -66,58 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 20 000 | -9,09 | 464 | -7,21 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 12 129 | -38,47 | 283 | -39,79 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 62 801 | -21,35 | 1 466 | -23,06 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 86 562 | -6,64 | 2 020 | -8,64 | ||||
2025-08-12 | 13F | Main Management LLC | 4 705 | -0,84 | 0 | |||||
2025-07-11 | 13F | Myecfo, Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 53 170 | -71,99 | 1 241 | -71,48 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 378 | -9,32 | 1 | 0,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 20 851 | -33,76 | 487 | -35,20 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 12 375 | -35,77 | 289 | -37,25 | ||||
2025-08-07 | 13F | Allworth Financial LP | 134 636 | -27,65 | 3 142 | -27,62 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 698 813 | -18,66 | 16 310 | -20,40 | ||||
2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 9 749 | -5,24 | 228 | -7,35 | ||||
2025-07-21 | 13F | Impact Investors, Inc | 81 431 | -8,58 | 1 901 | -10,55 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 262 226 | -19,25 | 6 120 | -20,98 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 24 275 | -67,73 | 567 | -68,45 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 17 663 | -96,03 | 412 | -96,13 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 17 903 | -29,33 | 418 | -30,96 | ||||
2025-04-22 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 616 353 | -3,67 | 14 386 | -5,73 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 223 209 | -31,58 | 5 210 | -33,05 |