Proprietà istituzionale e dei fondi - Venditori
Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.901 | -0,95 | 470 | -4,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 844.212 | -1,18 | 81 | -3,57 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3.621 | -10,28 | 348 | -7,71 | ||||
| 2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2.570 | -74,79 | 247 | -75,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.217 | -2,13 | 309 | -5,23 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6.684 | -61,49 | 642 | -62,75 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 345.217 | -1,96 | 33.134 | -5,10 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 24.800 | -2,53 | 2.380 | -5,67 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.808 | -5,25 | 1.233 | -6,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.326 | -17,57 | 1.014 | -18,44 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20.495 | -28,96 | 2 | -50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.153 | -1,52 | 1.070 | -4,72 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 3.082 | -17,08 | 296 | -19,84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | -34,88 | 26 | -37,50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18.981 | -8,30 | 1.822 | -11,26 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2.450 | -3,16 | 235 | -6,00 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2.201 | -23,42 | 211 | -25,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.290 | -9,77 | 1 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6.084 | -4,88 | 584 | -8,04 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.275 | -2,15 | 218 | -5,22 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11.909 | -1,22 | 1.143 | -4,35 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2.222 | -1,51 | 213 | -4,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31.455 | -34,16 | 3 | -25,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | -28,37 | 93 | -30,60 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8.465 | -1,17 | 812 | -4,36 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23.459 | -2,17 | 2.252 | -5,30 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60.052 | -3,54 | 5.764 | -6,64 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.846 | -43,57 | 1.869 | -40,07 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4.792 | -7,74 | 460 | -10,87 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4.674 | -60,75 | 449 | -62,03 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.247 | -1,14 | 408 | -4,24 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 5.904 | -0,72 | 567 | -3,90 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17.257 | -0,24 | 1.656 | -3,44 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3.261 | -20,98 | 313 | -23,47 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.494 | -7,36 | 239 | -10,15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.210 | -10,37 | 116 | -12,78 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44.307 | -23,33 | 4.253 | -25,79 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 8.784 | -40,60 | 843 | -42,50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15.823 | -1,25 | 1.519 | -4,41 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 14.340 | -0,87 | 1.376 | -4,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | -36,97 | 64 | -39,42 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 423.221 | -3,30 | 40.621 | -6,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 502.731 | -1,22 | 48.252 | -4,38 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 302.065 | -1,14 | 28.992 | -4,31 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 446 | -10,80 | 43 | -14,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10.272 | -0,15 | 986 | -3,43 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.400 | -55,36 | 230 | -56,85 | ||||
| 2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | -11,49 | 67 | -14,10 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 21.825 | -5,83 | 2.095 | -8,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7.583 | -6,19 | 728 | -9,24 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2.192 | -2,53 | 214 | 4,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.636 | -55,20 | 733 | -56,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8.947 | -2,41 | 865 | -4,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.908 | -1,59 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3.736 | -6,37 | 359 | -9,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | -51,43 | 3 | -50,00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2.115 | -12,17 | 203 | -15,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 14.748 | -0,17 | 1.416 | -3,35 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2.664 | -6,53 | 256 | -9,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3.273 | -70,22 | 314 | -71,17 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5.782 | -0,62 | 555 | -3,82 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | -28,47 | 30 | -30,95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 79.833 | -1,42 | 7.662 | -4,58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 2.583 | -0,65 | 256 | 5,79 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33.667 | -15,27 | 3 | 0,00 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11.679 | -1,60 | 1.121 | -4,76 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34.509 | -0,84 | 3.408 | 5,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.293 | -12,26 | 412 | -15,05 |
