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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 033 | -3,90 | 310 | -4,02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 584 | -0,93 | 2 318 | -1,03 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 4 070 | -17,38 | 251 | -17,43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 978 | -10,61 | 800 | -10,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 702 | -0,59 | 228 | -0,44 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 393 | -63,61 | 24 | -63,64 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13 599 | -4,39 | 839 | -4,45 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 | -75,24 | 3 | -75,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 795 | -19,50 | 1 036 | -19,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 322 | -2,49 | 205 | -2,86 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 21 003 | -5,69 | 1 295 | -5,75 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 456 | -67,70 | 583 | -67,74 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 373 | -4,98 | 85 | -5,62 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 34 672 | -6,70 | 2 138 | -6,76 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 395 | -5,74 | 86 | -5,49 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11 433 | -2,77 | 705 | -2,76 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16 488 | -0,13 | 1 017 | -0,20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 286 | -1,53 | 77 | -3,75 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 945 | -34,02 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 417 | -59,42 | 272 | -59,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 84 | -98,46 | 5 | -98,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 289 | -2,59 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 205 206 | -12,27 | 12 655 | -12,34 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 165 | -25,34 | 10 | -23,08 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 14 934 | -1,20 | 921 | -1,29 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 714 | -8,49 | 414 | -8,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 87 488 | -4,28 | 5 395 | -4,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217 510 | -15,55 | 13 | -13,33 | ||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 110 | -24,34 | 623 | -23,56 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 7 800 | -3,70 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 59 435 | -0,71 | 3 665 | -0,79 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 971 | -33,80 | 738 | -33,87 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 46 068 | -67,64 | 2 841 | -67,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 712 | -18,18 | 734 | -16,99 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 650 | -7,00 | 287 | -7,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15 551 | -5,34 | 959 | -5,33 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 21 200 | -0,38 | 1 307 | -0,46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 294 | -9,30 | 450 | -9,48 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3 273 | -5,30 | 202 | -5,63 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 298 | -83,74 | 18 | -83,78 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 100 | -50,00 | 6 | -50,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 595 | -2,03 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 442 | -26,52 | 767 | -26,60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 794 | -13,75 | 236 | -13,28 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 75 | -12,79 | 5 | -20,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 531 | -15,45 | 33 | -15,79 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14 271 | -2,23 | 880 | -2,22 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33 000 | -17,09 | 2 035 | -17,14 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 997 | -1,34 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 004 | -25,01 | 2 837 | -25,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76 091 | -14,77 | 4 695 | -14,81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 27 460 | -5,90 | 1 693 | -5,15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 382 | -6,25 | 270 | -6,25 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 40 328 | -2,89 | 2 487 | -2,97 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 262 | -2,38 | 1 188 | -2,47 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 51 249 | -0,63 | 3 161 | -0,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 128 227 | -3,73 | 7 908 | -3,82 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 448 | -2,12 | 644 | -2,13 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 11 926 | -1,91 | 735 | -0,54 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6 525 | -0,91 | 402 | -0,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 470 | -11,82 | 29 | -12,50 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 8 248 | -10,47 | 509 | -10,56 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 322 262 | -6,19 | 19 874 | -6,26 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 12 331 | -7,50 | 760 | -7,54 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 664 | -1,34 | 349 | -0,29 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 379 | -3,01 | 270 | -2,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 579 | -9,23 | 344 | -9,23 |
