Proprietatea instituțională și de fond - Vânzători
Această pagină prezintă instituții, fonduri și acționari principali care au scăzut deținerile sau și-au închis pozițiile în ultima perioadă de raportare. Rândurile roșii indică poziții închise. Faceți clic pe pictograma linkului pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 228 | -14,93 | 10 | -18,18 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 20.779 | -11,61 | 912 | -11,63 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 78.816 | -3,67 | 3.428 | -4,57 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 13.122 | -1,12 | 571 | -2,06 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 399 | -4,09 | 17 | -5,56 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 10.738 | -9,21 | 467 | -10,02 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 54.920 | -7,17 | 2.389 | -8,01 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 20.696 | -0,74 | 904 | -1,31 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 68.556 | -3,98 | 2.982 | -4,85 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4.800 | -3,09 | 209 | -4,15 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 365 | -90,60 | 16 | -91,18 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 21.016 | -4,67 | 1 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 27.264 | -31,96 | 1.186 | -32,63 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.855 | -2,13 | 124 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 44.445 | -40,64 | 1.933 | -41,21 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 10.809 | -10,58 | 470 | -11,49 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 66.427 | -0,28 | 2.890 | -1,23 | ||||
| 2026-04-08 | 13F | KWB Wealth | 13.023 | -23,18 | 572 | -23,25 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 36.718 | -1,72 | 1.612 | 161.100,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 406.025 | -5,64 | 18 | -5,56 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 13.026 | -2,07 | 567 | -3,08 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.932 | -0,40 | 302 | -1,31 | ||||
| 2026-05-14 | 13F | Betterment LLC | 23.820 | -49,53 | 1 | -50,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 68.991 | -1,95 | 3.001 | -2,85 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.537 | -23,65 | 241 | -24,53 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 18.195 | -45,64 | 791 | -46,15 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 40.281 | -9,81 | 1.752 | -10,66 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 89.901 | -1,95 | 3.911 | -2,88 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 6.996 | -98,89 | 304 | -98,90 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.791 | -19,98 | 252 | -20,82 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 156.440 | -0,38 | 6.805 | -1,31 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.193.546 | -1,84 | 225.919 | -2,76 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 70.800 | -14,70 | 3.080 | -15,50 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 8 | -71,43 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.745 | -39,91 | 206 | -40,46 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 27.396 | -4,46 | 1.192 | -5,40 |
