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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Financial Architects, LLC | 170.750 | -2,23 | 11.715 | 5,75 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 143.342 | -2,12 | 9.835 | 5,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 665 | -11,33 | 46 | -4,26 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 196 | -40,24 | 13 | -35,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5.844 | -1,96 | 401 | 13,31 | ||||
| 2025-05-01 | 13F | Freedom Day Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9.255 | -3,56 | 648 | 14,49 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10.947 | -19,08 | 751 | -12,47 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11.155 | -18,19 | 765 | -11,46 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 109.821 | -39,21 | 7.535 | -34,25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39.166 | -21,64 | 2.687 | -15,24 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | -100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 564.889 | -5,38 | 38.757 | 2,34 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 298.022 | -6,21 | 20.447 | 1,45 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30.842 | -35,63 | 2.179 | -28,33 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8.198 | -13,08 | 562 | -6,02 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 11.630 | -0,03 | 798 | 8,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 316.676 | -2,39 | 21.727 | 5,59 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4.079 | -8,54 | 286 | 4,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.785 | -73,61 | 191 | -73,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 116 | -54,86 | 8 | -56,25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39.010 | -0,49 | 2.676 | 7,64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12.406 | -0,59 | 851 | 7,59 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 164.732 | -18,41 | 11.302 | -11,75 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 460.771 | -8,21 | 31.613 | -0,71 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 38.609 | -17,74 | 2.649 | -11,05 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 133 | -96,44 | 9 | -96,20 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3.653 | -25,14 | 253 | -18,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 917 | -34,17 | 63 | -29,55 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 49 | -78,22 | 3 | -78,57 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 25.636 | -16,36 | 1.759 | -9,57 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6.484 | -42,69 | 445 | -38,08 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3.600 | -23,40 | 247 | -17,45 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21.427 | -9,80 | 1.470 | -2,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12.955 | -12,23 | 889 | -5,13 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 3.545 | -23,98 | 243 | -17,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.303 | -55,39 | 295 | -51,72 |
