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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7.560 | -2,70 | 259 | 7,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70.527 | -0,62 | 2.414 | 10,33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 61.760 | -3,27 | 2.114 | 7,42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 448 | -94,52 | 15 | -94,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 879.447 | -2,15 | 30.103 | 8,61 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56.319 | -36,37 | 1.928 | -29,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 749.022 | -2,67 | 23.100 | 4,52 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 108.416 | -12,15 | 3.711 | -2,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28.975 | -12,81 | 992 | -3,22 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10.847 | -13,29 | 371 | -3,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9.570 | -0,57 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1.843.707 | -0,53 | 63.110 | 10,41 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10.665 | -5,45 | 365 | 5,19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 84.127 | -36,23 | 2.880 | -29,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.206 | -39,28 | 247 | -32,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65.252 | -1,58 | 2.234 | 9,25 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 229.075 | -10,71 | 7.383 | -3,75 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 750.747 | -2,90 | 25.698 | 7,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.238 | -21,93 | 385 | -13,32 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 948.892 | -1,46 | 32.481 | 9,37 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21.763 | -2,50 | 745 | 8,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.448 | -18,00 | 631 | -8,95 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 30.824 | -10,31 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 71.293 | -1,70 | 2.440 | 9,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 70.731 | -0,94 | 2.421 | 9,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 101.440 | -8,11 | 3.472 | 2,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 318.396 | -19,45 | 10.899 | -10,61 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 267.156 | -5,70 | 9.030 | 3,34 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 59.956 | -42,41 | 2.052 | -36,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 561.257 | -36,09 | 19.212 | -29,07 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 8.575.507 | -0,95 | 293.540 | 9,94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 236.515 | -1,27 | 8.096 | 9,58 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 851.829 | -6,62 | 29 | 3,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 341.743 | -6,75 | 11.698 | 3,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | -87,80 | 16 | -87,07 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 135.288 | -1,23 | 4.631 | 9,61 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 27.800 | -9,74 | 952 | 0,21 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18.691 | -23,82 | 640 | -15,48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 33.340 | -17,02 | 1.141 | -7,91 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 | -95,58 | 3 | -95,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.020 | -6,09 | 69 | 1,47 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.237.354 | -45,98 | 42.355 | -40,04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 46.920 | -2,50 | 1.606 | 8,22 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8.228 | -0,66 | 282 | 10,59 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 410.664 | -11,87 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9.495 | -0,01 | 325 | 11,30 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32.517 | -22,12 | 1.113 | -13,52 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.005 | -14,27 | 240 | -4,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8.160 | -60,28 | 279 | -55,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6.051 | -7,79 | 207 | 2,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91.289 | -8,20 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 655.614 | -4,16 | 22.442 | 6,37 |
