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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-14 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 171 676 | -3,20 | 4 556 | -2,50 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 695 | -1,97 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 212 084 | -31,28 | 5 629 | -30,79 | ||||
| 2025-07-16 | 13F | Novem Group | 594 815 | -43,18 | 15 786 | -42,77 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 445 555 | -7,87 | 11 740 | -6,33 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 260 238 | -3,35 | 6 907 | -2,66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 26 840 | -1,67 | 712 | -0,97 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10 483 | -0,20 | 278 | 0,72 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 30 000 | -54,73 | 796 | -54,41 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 47 628 | -0,13 | 1 264 | 2,27 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 158 248 | -4,99 | 4 200 | -4,31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 171 092 | -6,09 | 4 541 | -5,42 | ||||
| 2025-04-23 | 13F | Carl Stuart Investment Advisor, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 477 | -19,17 | 384 | -18,47 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 28 958 | -7,98 | 769 | -7,36 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 372 625 | -12,09 | 9 830 | -11,99 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 33 996 | -91,36 | 897 | -91,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 129 049 | -57,84 | 3 425 | -57,53 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 7 760 | -15,30 | 206 | -14,94 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 58 780 | -55,16 | 1 560 | -54,82 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 48 165 | -0,35 | 1 278 | 2,24 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 035 | -10,93 | 319 | -10,39 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 656 | -97,94 | 97 | -97,93 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 364 | -15,25 | 222 | -15,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 45 953 | -2,80 | 1 220 | -2,09 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 582 073 | -3,74 | 15 448 | -3,04 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 522 165 | -13,29 | 13 858 | -12,66 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46 246 | -2,59 | 1 227 | -1,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 18 839 | -42,02 | 500 | -41,71 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 547 277 | -0,41 | 14 525 | 0,31 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13 121 | -0,42 | 348 | 0,29 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 20 974 | -10,87 | 557 | -10,32 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27 889 | -24,44 | 740 | -23,87 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 998 | -86,28 | 80 | -86,26 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 42 482 | -1,25 | 1 127 | -0,53 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 57 558 | -0,50 | 1 528 | 0,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 126 858 | -3,03 | 3 367 | -2,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 306 | -15,68 | 327 | -15,10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 329 | -0,12 | 248 | 0,41 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 283 537 | -2,03 | 34 065 | -1,32 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 34 261 | -10,85 | 909 | -10,18 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 705 225 | -2,20 | 18 717 | -1,49 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 25 181 | -50,11 | 664 | -49,31 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 12 181 | -7,73 | 323 | -6,92 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 71 038 | -12,61 | 1 885 | -11,96 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 94 200 | -41,38 | 2 500 | -40,95 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 451 | -13,95 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 261 599 | -3,36 | 6 851 | -3,29 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 11 192 | -38,76 | 297 | -38,25 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 717 512 | -0,06 | 19 043 | 0,66 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 80 457 | -7,70 | 2 135 | -7,05 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 344 110 | -1,31 | 9 133 | -0,60 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 348 583 | -17,68 | 9 251 | -17,08 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 313 116 | -3,91 | 8 251 | -3,90 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 32 214 | -2,04 | 851 | -1,73 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 31 031 | -71,66 | 824 | -71,46 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 470 822 | -8,66 | 12 496 | -8,01 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 94 161 | -1,39 | 2 499 | 0,77 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 33 089 | -8,87 | 878 | -8,16 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 251 008 | -69,76 | 6 662 | -69,55 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 363 165 | -7,66 | 9 638 | -7,00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 13 958 | -1,37 | 370 | -0,54 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 586 699 | -5,24 | 15 571 | -4,55 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 25 986 | -5,72 | 1 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12 192 | -8,67 | 324 | -7,98 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10 415 | -13,21 | 276 | -12,66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 23 646 | -24,28 | 628 | -23,72 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 54 875 | -0,63 | 1 456 | 1,96 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 246 | -16,90 | 535 | -16,54 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20 942 | -25,56 | 556 | -25,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 29 950 | -5,67 | 795 | -5,02 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 135 340 | -2,52 | 3 592 | -1,83 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 998 394 | -29,73 | 26 497 | -29,22 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 15 957 | -2,93 | 423 | -2,31 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 127 915 | -0,40 | 3 395 | 0,33 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4 793 | -3,93 | 127 | -3,05 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 56 568 | -3,43 | 1 491 | -1,84 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19 138 | -53,79 | 508 | -53,53 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 349 419 | -28,23 | 9 274 | -27,71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 457 | -69,59 | 12 | -69,23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 213 | -0,96 | 536 | -0,19 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2 511 | -4,16 | 67 | -4,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 676 565 | -4,11 | 44 496 | -3,42 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 224 467 | -20,22 | 5 957 | -19,64 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 33 011 | -0,58 | 876 | 0,23 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27 716 | -95,30 | 736 | -95,27 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12 196 | -1,24 | 324 | -0,62 |
