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 | Redwood Financial Network Corp | 33 824 | -0,19 | 647 | -0,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 122 594 | -4,11 | 2 | 0,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 23 708 | -3,97 | 454 | -4,23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60 993 | -15,40 | 1 167 | -15,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21 743 | -31,10 | 416 | -31,24 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 32 987 | -8,21 | 631 | -8,42 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 135 340 | -54,92 | 2 590 | -55,04 | ||||
| 2025-05-28 | NP | SSBNX - State Street Target Retirement 2020 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 522 698 | -14,27 | 144 361 | -11,02 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20 026 | -14,51 | 383 | -14,70 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 130 121 | -1,49 | 2 491 | -1,74 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 43 970 | -0,34 | 842 | -0,59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 200 289 | -3,91 | 3 807 | -3,86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60 409 | -8,84 | 1 156 | -8,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 207 | -87,16 | 4 | -90,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19 402 | -57,30 | 371 | -55,83 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 77 539 | -9,42 | 1 484 | -9,62 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 29 569 | -4,60 | 566 | -4,88 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 13 030 | -1,21 | 249 | -1,58 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 43 360 | -8,55 | 830 | -8,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 534 | -13,63 | 29 | -14,71 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 31 169 | -41,82 | 597 | -42,02 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 44 537 | -6,56 | 852 | -6,78 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 16 203 | -2,12 | 310 | -2,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23 870 | -11,46 | 457 | -11,80 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 13 227 | -29,58 | 252 | -29,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22 | -98,63 | 0 | -100,00 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 322 | -0,62 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 20 120 | -0,34 | 385 | -0,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 318 981 | -1,06 | 6 105 | -1,31 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 17 376 | -0,33 | 333 | -0,60 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 18 887 | -12,73 | 360 | -13,49 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 | -86,21 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 16 022 | -1,16 | 307 | -1,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 592 | -17,36 | 240 | -18,15 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 158 785 | -77,45 | 3 039 | -77,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 330 620 | -0,79 | 6 328 | -1,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 799 | -2,54 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 47 164 | -86,21 | 903 | -86,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 132 833 | -82,49 | 2 542 | -82,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 074 | -16,20 | 173 | -16,91 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 210 632 | -11,39 | 4 031 | -11,62 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 79 | -66,53 | 2 | -75,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 116 | -0,46 | 500 | -0,79 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32 491 | -42,44 | 622 | -42,66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 286 | -28,47 | 101 | -28,37 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 78 813 | -6,62 | 1 508 | -6,86 | ||||
| 2025-07-10 | 13F | Security National Bank | 600 823 | -4,58 | 11 500 | -4,83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 236 548 | -75,90 | 4 528 | -75,96 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 28 957 | -61,65 | 556 | -61,19 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 800 | -33,68 | 73 | -33,94 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 |
