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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 103 980 | -5,36 | 9 749 | -3,91 | ||||
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 073 | -3,46 | 382 | -2,06 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 95 262 | -1,91 | 9 042 | 0,83 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 22 387 | -0,77 | 2 099 | 0,72 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6 303 | -0,66 | 591 | 0,85 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14 283 | -14,49 | 1 339 | -13,16 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 68 455 | -0,87 | 6 418 | 0,64 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 39 482 | -2,31 | 3 702 | -0,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 471 | -29,49 | 44 | -27,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 039 | -3,60 | 1 316 | -2,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 160 | -3,03 | 1 046 | -1,51 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 102 807 | -1,03 | 9 639 | 0,48 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 706 | -12,33 | 160 | -11,17 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 36 775 | -0,66 | 3 448 | 0,88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 825 | -0,49 | 265 | 2,72 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 17 892 | -14,49 | 1 678 | -13,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 18 100 | -13,81 | 1 697 | -12,48 | ||||
| 2025-08-27 | NP | ALAAX - INVESCO Income Allocation Fund Class A | 147 392 | -2,08 | 13 819 | -0,59 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 173 | -63,98 | 298 | -63,47 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 147 392 | -2,08 | 13 819 | -0,59 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 5 037 | -0,45 | 481 | 3,22 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21 886 | -3,81 | 2 052 | -2,33 | ||||
| 2025-05-06 | 13F | Mount Lucas Management LP | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 13 951 | -20,46 | 1 308 | -19,21 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 29 391 | -1,60 | 2 756 | -0,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 317 595 | -0,93 | 123 538 | 0,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 613 | -1,51 | 714 | 0,00 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 269 | -1,73 | 213 | -0,47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323 106 | -16,01 | 30 294 | -14,73 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 98 435 | -1,89 | 9 229 | -0,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 269 | -93,95 | 25 | -93,90 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 7 055 | -7,04 | 662 | -5,57 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 404 | -13,68 | 38 | -13,95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 146 | -12,48 | 201 | -11,06 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 420 | -32,78 | 227 | -31,93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 919 | -0,12 | 2 336 | 1,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 431 | -11,13 | 40 | -6,98 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 130 | -35,65 | 106 | -34,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 124 054 | -0,83 | 11 631 | 0,68 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 56 | -76,67 | 5 | -77,27 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 3 734 | -40,04 | 350 | -39,13 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 47 590 | -7,59 | 4 425 | -3,07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 10 767 | -28,23 | 1 010 | -27,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 67 265 | -5,69 | 6 307 | -4,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 619 | -3,85 | 527 | -2,41 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2 552 | -78,46 | 239 | -78,13 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 | -87,20 | 2 | -90,91 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 895 | -5,79 | 84 | -4,60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62 788 | -3,16 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 11 978 | -1,03 | 1 123 | 0,54 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 460 | -3,86 | 324 | -2,41 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 687 | -9,39 | 3 158 | -8,01 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 333 | -8,54 | 688 | -7,16 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 11 620 | -63,51 | 1 089 | -62,96 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13 507 | -11,73 | 1 266 | -10,40 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 230 | -0,04 | 209 | 1,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 149 439 | -2,32 | 14 011 | -0,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 398 077 | -10,56 | 131 084 | -9,19 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 622 | -37,86 | 58 | -36,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 71 617 | -6,54 | 6 715 | -5,12 | ||||
| 2025-04-22 | 13F | Arrow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27 761 | -45,98 | 2 603 | -45,16 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 660 | -10,34 | 906 | -8,95 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 3 131 | -50,00 | 291 | -49,65 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 |
