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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-14 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 171.676 | -3,20 | 4.556 | -2,50 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 695 | -1,97 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 212.084 | -31,28 | 5.629 | -30,79 | ||||
| 2025-07-16 | 13F | Novem Group | 594.815 | -43,18 | 15.786 | -42,77 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 445.555 | -7,87 | 11.740 | -6,33 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 260.238 | -3,35 | 6.907 | -2,66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 26.840 | -1,67 | 712 | -0,97 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10.483 | -0,20 | 278 | 0,72 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 30.000 | -54,73 | 796 | -54,41 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 47.628 | -0,13 | 1.264 | 2,27 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 158.248 | -4,99 | 4.200 | -4,31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 171.092 | -6,09 | 4.541 | -5,42 | ||||
| 2025-04-23 | 13F | Carl Stuart Investment Advisor, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14.477 | -19,17 | 384 | -18,47 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 28.958 | -7,98 | 769 | -7,36 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 372.625 | -12,09 | 9.830 | -11,99 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 33.996 | -91,36 | 897 | -91,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 129.049 | -57,84 | 3.425 | -57,53 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 7.760 | -15,30 | 206 | -14,94 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 58.780 | -55,16 | 1.560 | -54,82 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 48.165 | -0,35 | 1.278 | 2,24 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12.035 | -10,93 | 319 | -10,39 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.656 | -97,94 | 97 | -97,93 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8.364 | -15,25 | 222 | -15,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 45.953 | -2,80 | 1.220 | -2,09 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 582.073 | -3,74 | 15.448 | -3,04 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 522.165 | -13,29 | 13.858 | -12,66 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46.246 | -2,59 | 1.227 | -1,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 18.839 | -42,02 | 500 | -41,71 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 547.277 | -0,41 | 14.525 | 0,31 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13.121 | -0,42 | 348 | 0,29 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 20.974 | -10,87 | 557 | -10,32 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27.889 | -24,44 | 740 | -23,87 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.998 | -86,28 | 80 | -86,26 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 42.482 | -1,25 | 1.127 | -0,53 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 57.558 | -0,50 | 1.528 | 0,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 126.858 | -3,03 | 3.367 | -2,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.306 | -15,68 | 327 | -15,10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.329 | -0,12 | 248 | 0,41 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.283.537 | -2,03 | 34.065 | -1,32 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 34.261 | -10,85 | 909 | -10,18 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 705.225 | -2,20 | 18.717 | -1,49 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 25.181 | -50,11 | 664 | -49,31 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 12.181 | -7,73 | 323 | -6,92 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 71.038 | -12,61 | 1.885 | -11,96 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 94.200 | -41,38 | 2.500 | -40,95 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10.451 | -13,95 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 261.599 | -3,36 | 6.851 | -3,29 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 11.192 | -38,76 | 297 | -38,25 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 717.512 | -0,06 | 19.043 | 0,66 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 80.457 | -7,70 | 2.135 | -7,05 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 344.110 | -1,31 | 9.133 | -0,60 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 348.583 | -17,68 | 9.251 | -17,08 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 313.116 | -3,91 | 8.251 | -3,90 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 32.214 | -2,04 | 851 | -1,73 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 31.031 | -71,66 | 824 | -71,46 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 470.822 | -8,66 | 12.496 | -8,01 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 94.161 | -1,39 | 2.499 | 0,77 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 33.089 | -8,87 | 878 | -8,16 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 251.008 | -69,76 | 6.662 | -69,55 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 363.165 | -7,66 | 9.638 | -7,00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 13.958 | -1,37 | 370 | -0,54 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 586.699 | -5,24 | 15.571 | -4,55 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 25.986 | -5,72 | 1 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12.192 | -8,67 | 324 | -7,98 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10.415 | -13,21 | 276 | -12,66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 23.646 | -24,28 | 628 | -23,72 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 54.875 | -0,63 | 1.456 | 1,96 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20.246 | -16,90 | 535 | -16,54 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20.942 | -25,56 | 556 | -25,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 29.950 | -5,67 | 795 | -5,02 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 135.340 | -2,52 | 3.592 | -1,83 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 998.394 | -29,73 | 26.497 | -29,22 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 15.957 | -2,93 | 423 | -2,31 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 127.915 | -0,40 | 3.395 | 0,33 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4.793 | -3,93 | 127 | -3,05 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 56.568 | -3,43 | 1.491 | -1,84 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19.138 | -53,79 | 508 | -53,53 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 349.419 | -28,23 | 9.274 | -27,71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 457 | -69,59 | 12 | -69,23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20.213 | -0,96 | 536 | -0,19 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2.511 | -4,16 | 67 | -4,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.676.565 | -4,11 | 44.496 | -3,42 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 224.467 | -20,22 | 5.957 | -19,64 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 33.011 | -0,58 | 876 | 0,23 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27.716 | -95,30 | 736 | -95,27 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12.196 | -1,24 | 324 | -0,62 |
