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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 511 634 | -1,17 | 55 613 | 9,48 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6 883 | -11,30 | 253 | -1,56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 303 | -91,10 | 526 | -90,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 110 244 | -46,99 | 4 056 | -41,28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 477 034 | -16,81 | 17 551 | -7,83 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 425 196 | -10,10 | 162 803 | -0,40 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-24 | NP | NSGAX - Columbia Select Large Cap Equity Fund Class A | 43 258 | -60,52 | 1 520 | -61,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258 054 | -24,01 | 9 494 | -15,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 737 | -26,38 | 174 | -18,31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 101 501 | -0,73 | 3 734 | 9,99 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 5 921 | -6,24 | 218 | 3,83 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 007 | -6,33 | 37 | 5,71 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 6 643 | -5,61 | 244 | 4,72 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 1 062 939 | -32,72 | 39 106 | -25,47 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 24 955 | -8,73 | 918 | 1,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 376 | -23,67 | 87 | -15,53 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 837 922 | -16,48 | 30 827 | -7,47 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 64 709 | -5,47 | 2 381 | 4,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 357 751 | -0,73 | 13 162 | 9,97 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55 754 | -51,17 | 2 051 | -45,91 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 115 356 | -2,38 | 4 244 | 8,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 277 | -39,92 | 84 | -33,60 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 152 094 | -0,83 | 5 596 | 9,86 | ||||
| 2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 8 180 | -5,92 | 301 | 4,17 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 155 216 | -0,15 | 5 710 | 10,62 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 64 672 | -8,88 | 2 379 | 0,93 | ||||
| 2025-06-25 | NP | LEGAX - Columbia Large Cap Growth Fund Class A | 169 788 | -50,53 | 5 572 | -54,33 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 54 725 | -81,88 | 2 013 | -79,93 |
