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 | Boston Private Wealth Llc | 15 944 | -50,65 | 859 | -49,56 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 7 771 | -1,56 | 418 | 0,48 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 41 225 | -11,38 | 2 220 | -9,35 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 60 257 | -0,97 | 3 245 | 1,28 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 1 728 | -10,79 | 93 | -7,92 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 17 245 | -2,07 | 929 | 0,11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 263 | -11,92 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 159 225 | -0,20 | 8 575 | 2,06 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 40 856 | -18,00 | 2 200 | -16,13 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 9 467 | -50,59 | 1 | -100,00 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 29 918 | -24,14 | 1 646 | -21,06 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 13 413 | -0,16 | 722 | 2,12 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 11 864 | -5,32 | 639 | -3,19 | ||||
2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 4 620 | -86,75 | 249 | -85,93 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 706 | -3,09 | 361 | -0,82 | ||||
2025-05-15 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 424 224 | -21,51 | 22 845 | -19,72 | ||||
2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 2 179 | -21,22 | 117 | -19,31 |