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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 984 | -47,14 | 319 | -51,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 31 245 | -17,34 | 3 575 | -11,49 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 867 | -4,73 | 2 045 | 2,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 | -87,23 | 1 | -100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 547 | -21,12 | 291 | -15,65 | ||||
| 2025-05-05 | 13F | Partners in Financial Planning | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 963 | -36,46 | 453 | -32,08 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 13 030 | -27,13 | 1 491 | -21,98 | ||||
| 2025-04-14 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15 958 | -0,77 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 103 | -78,38 | 4 475 | -76,86 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 11 908 | -38,17 | 1 | -50,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 8 984 | -0,11 | 1 028 | 6,97 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 41 528 | -0,40 | 4 752 | 6,64 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 502 | -7,59 | 515 | -0,96 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 5 066 | -23,40 | 581 | -17,85 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 297 | -8,79 | 148 | -1,99 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 362 468 | -43,51 | 41 499 | -39,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 51 399 | -1,67 | 5 882 | 5,28 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 11 488 | -2,92 | 1 317 | 4,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 23 113 | -1,35 | 2 645 | 5,59 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32 | -94,44 | 4 | -95,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 114 | -4,67 | 2 073 | 2,07 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4 365 | -0,11 | 499 | 6,85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 849 | -50,68 | 332 | -46,35 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 6 608 | -45,78 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 43 370 | -18,63 | 4 963 | -12,89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 387 | -5,37 | 502 | 2,03 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2 340 | -2,94 | 268 | 4,28 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 062 | -72,05 | 122 | -70,20 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 37 346 | -0,05 | 4 274 | 7,01 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30 625 | -2,27 | 3 504 | 4,63 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2 982 | -93,48 | 341 | -93,03 | ||||
| 2025-05-16 | 13F | Northeast Financial Consultants Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 64 | -8,57 | 7 | 0,00 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 289 | -43,14 | 2 208 | -39,13 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 453 | -14,20 | 52 | -8,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 104 632 | -3,19 | 11 973 | 3,65 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 639 | -4,63 | 302 | 2,03 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 59 | -23,38 | 7 | -25,00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 6 307 | -3,72 | 722 | 3,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 38 772 | -21,39 | 4 437 | -15,84 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 23 245 | -13,15 | 2 660 | -7,03 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 685 | -0,23 | 536 | 6,99 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126 883 | -7,72 | 14 519 | -1,20 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | -100,00 |
