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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3 308 | -30,27 | 77 | -25,24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 | -28,57 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 80 353 | -9,29 | 1 879 | -2,34 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 70 | -88,80 | 2 | -92,31 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80 754 | -3,48 | 1 889 | 3,85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 51 | -81,59 | 1 | -83,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 987 172 | -4,35 | 46 480 | 2,91 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 641 | -30,20 | 85 | -24,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31 982 | -1,33 | 748 | 6,25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 | -99,96 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 91 615 | -0,40 | 2 143 | 7,15 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 221 763 | -7,84 | 4 921 | -4,95 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 50 614 | -3,88 | 1 184 | 3,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75 627 | -65,32 | 1 769 | -62,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 217 283 | -11,07 | 4 724 | -5,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 588 | -17,20 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 155 611 | -6,62 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 212 390 | -44,85 | 4 968 | -40,66 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 528 518 | -23,03 | 11 728 | -20,60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135 762 | -53,52 | 3 218 | -49,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 161 | -1,86 | 378 | 5,59 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 204 934 | -1,79 | 4 793 | 5,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 82 512 | -11,32 | 1 930 | -4,60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 910 | -18,03 | 583 | -11,82 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 278 | -94,65 | 217 | -93,34 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16 906 | -1,01 | 395 | 6,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 445 | -0,22 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10 655 | -12,17 | 249 | -5,32 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 58 676 | -32,01 | 1 302 | -29,85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 840 | -2,61 | 768 | 4,77 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 513 | -0,48 | 59 | 7,41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -99,47 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195 013 | -10,25 | 4 561 | -3,43 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 269 519 | -0,04 | 6 | 20,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2 895 014 | -8,85 | 67 714 | -1,93 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21 512 | -14,83 | 503 | -8,38 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 571 395 | -0,86 | 13 365 | 6,66 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1 301 165 | -15,48 | 28 873 | -12,81 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50 335 | -0,28 | 1 177 | 7,29 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1 773 508 | -30,54 | 41 482 | -25,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 404 | -4,93 | 220 | 1,86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 88 509 | -20,16 | 1 924 | -15,24 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18 217 | -7,59 | 426 | -0,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 105 259 | -8,73 | 2 462 | -1,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 305 | -8,40 | 218 | -1,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4 320 | -1,77 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 711 | -2,23 | 40 | 5,26 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 23 679 | -19,89 | 554 | -13,86 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 841 638 | -2,41 | 19 686 | 4,99 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 116 415 | -0,92 | 2 723 | 6,58 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 22 506 | -2,65 | 526 | 4,78 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 408 | -77,85 | 10 | -77,50 | ||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 |
