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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 6 429 | -3,63 | 243 | -2,80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 116 | -40,82 | 4 | -42,86 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 103 234 | -16,46 | 3 902 | -16,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 125 907 | -2,13 | 4 759 | -1,49 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 846 | -27,36 | 259 | -27,12 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 29 862 | -4,30 | 1 129 | -3,84 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36 358 | -12,52 | 1 374 | -12,09 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 000 | -15,75 | 76 | -15,73 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 175 | -97,26 | 7 | -97,49 | ||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 424 | -44,86 | 355 | -43,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 33 977 | -22,42 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 24 359 | -84,66 | 921 | -84,59 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 768 | -3,43 | 407 | -2,86 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 873 | -16,98 | 71 | -16,67 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 658 | -27,88 | 62 | -25,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 113 | -19,91 | 1 063 | -19,55 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 17 850 | -84,15 | 689 | -83,74 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 846 | -1,93 | 297 | -1,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 095 | -2,51 | 1 705 | -2,07 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 19 579 | -57,81 | 740 | -57,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 733 | -0,25 | 1 086 | 0,28 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 795 | -31,73 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 20 984 | -18,11 | 793 | -17,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 382 | -26,03 | 128 | -23,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 551 | -21,78 | 1 949 | -21,42 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 951 | -4,45 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 88 765 | -59,94 | 3 355 | -59,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 971 | -1,82 | 264 | -1,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 991 | -1,37 | 415 | -0,95 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 19 995 | -73,85 | 756 | -73,75 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 76 688 | -13,86 | 2 899 | -13,47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 5 864 | -4,53 | 222 | -4,33 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 |
