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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 531 | -3,33 | 878 | 2,93 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 955 | -0,51 | 263 | 5,65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 179 882 | -9,42 | 24 194 | -3,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 535 | -39,61 | 206 | -35,83 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 53 878 | -1,75 | 7 246 | 4,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 674 | -13,26 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17 090 | -19,39 | 2 299 | -14,16 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 722 | -7,32 | 232 | -1,28 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 23 969 | -9,95 | 3 224 | -4,13 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 20 019 | -2,91 | 2 692 | 3,38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 033 | -1,73 | 542 | 4,63 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 12 170 | -18,11 | 1 537 | -20,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 886 | -10,05 | 119 | -7,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 036 | -2,54 | 274 | 3,80 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 2 137 | -2,78 | 287 | 3,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 912 | -7,63 | 661 | -1,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 276 | -49,82 | 37 | -46,38 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 294 221 | -0,04 | 39 572 | 20,80 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 20 808 | -18,92 | 2 799 | -10,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7 353 | -20,77 | 989 | -15,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 51 070 | -32,85 | 6 869 | -28,50 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 |
