Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.203.500 | -1,58 | 39.728 | 5,48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1.285 | -6,95 | 42 | 0,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 44.682 | -1,40 | 1.475 | 5,66 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 175.224 | -6,13 | 5.784 | 0,61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 63.320 | -1,11 | 2.090 | 5,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10.940 | -3,81 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 120.408.653 | -1,07 | 3.974.690 | 6,03 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1.305.819 | -2,56 | 43 | 4,88 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 29.227 | -0,37 | 965 | 6,76 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1.330.222 | -1,38 | 43.911 | 5,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 532.361 | -14,55 | 17.573 | -8,42 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 14.890 | -23,21 | 492 | -17,34 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 83.188 | -4,83 | 2.746 | 2,01 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 636.111 | -2,86 | 20.998 | 4,12 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 18.262 | -12,91 | 603 | -6,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.025 | -6,39 | 34 | 0,00 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 29.984 | -4,31 | 1 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 95 | -94,50 | 3 | -94,34 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 607.668 | -23,25 | 19.087 | -20,41 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 186.813 | -0,21 | 6.167 | 6,96 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 7.155 | -10,01 | 236 | -3,28 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7.257 | -5,66 | 240 | 1,27 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 63.346 | -1,53 | 2.091 | 5,55 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 458 | -37,94 | 15 | -31,82 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 42.779 | -5,84 | 1.412 | 0,93 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 210.451 | -0,63 | 6.947 | 6,52 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 98.645 | -0,19 | 3.256 | 6,96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.105 | -5,05 | 103 | 2,00 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 332.382 | -17,36 | 10.440 | -14,30 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 32.985 | -12,37 | 1.089 | -6,13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 49.070 | -1,05 | 1.620 | 6,02 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 220.443 | -0,80 | 7.277 | 6,31 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 8.774 | -3,21 | 290 | 3,58 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 9.194 | -9,06 | 303 | -2,57 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 213.080 | -21,29 | 9.127 | 9,45 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8.718 | -0,01 | 288 | 7,09 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 75 | -68,22 | 2 | -71,43 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19.301 | -85,43 | 637 | -84,39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 27.465 | -25,41 | 907 | -20,11 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.388 | -31,32 | 79 | -27,10 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 41.162 | -0,03 | 1.359 | 7,10 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 72.547 | -20,76 | 2.279 | -17,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 202.997 | -9,73 | 6.701 | -3,26 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 151.920 | -1,05 | 5.015 | 6,05 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 492.685 | -11,70 | 14.830 | -10,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770.490 | -15,01 | 25.418 | -8,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Abel Hall, LLC | 14.341 | -4,12 | 473 | 2,83 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 102.798 | -1,53 | 3.166 | 2,96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.038 | -32,22 | 67 | -27,17 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | -84,42 | 2 | -85,71 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 20.112 | -10,58 | 664 | -4,19 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 112.703 | -55,19 | 3.720 | -51,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 51.108 | -2,60 | 1.687 | 4,39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 55.282 | -3,22 | 1.825 | 3,58 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.789 | -6,48 | 59 | 3,51 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 229.703 | -10,73 | 7.582 | -4,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7.914 | -35,25 | 261 | -30,59 | ||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 2.356 | -3,64 | 78 | 2,67 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12.337 | -0,84 | 407 | 6,27 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28.545 | -0,19 | 942 | 7,05 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 20.664 | -0,80 | 682 | 6,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1.329 | -21,96 | 44 | -17,31 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 385 | -23,76 | 13 | -20,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6.751 | -38,93 | 223 | -24,49 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 221.507 | -5,56 | 7.312 | 1,20 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29.195 | -3,89 | 964 | 2,99 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 15.337 | -8,09 | 506 | -1,36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1.306 | -2,54 | 43 | 4,88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3.293 | -2,66 | 109 | 3,85 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 931 | -15,36 | 31 | -9,09 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3.273 | -2,85 | 108 | 4,85 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 9.234 | -7,18 | 305 | -0,65 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 41.236 | -13,56 | 1.361 | -7,35 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 47.300 | -11,75 | 1.561 | -5,39 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1.592 | -1,36 | 53 | 6,12 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36.051 | -14,07 | 1.190 | -7,89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 8.817 | -25,37 | 291 | -18,03 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 328 | -10,63 | 11 | -9,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42.509 | -4,52 | 1.403 | 2,33 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 32.405 | -3,09 | 1.070 | 3,89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 134.602 | -2,32 | 4.443 | 4,69 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25.823 | -29,71 | 852 | -24,67 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2.236.513 | -30,38 | 73.827 | -25,39 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1.588.753 | -17,56 | 49.903 | -14,51 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 62.968 | -6,69 | 2.079 | 0,00 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 47.833 | -39,74 | 1 | -50,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117.303 | -1,69 | 3.872 | 5,36 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 290.285 | -2,00 | 9.582 | 5,03 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 636 | -96,90 | 21 | -96,84 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 68.456 | -1,84 | 2.259 | 5,61 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 144.227 | -0,92 | 4.761 | 6,18 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 52.383 | -4,72 | 1.729 | 2,13 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15.488 | -22,96 | 511 | -17,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 348 | -5,69 | 11 | 0,00 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 16.678.878 | -6,56 | 550.570 | 0,14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2.831 | -2,04 | 93 | 4,49 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 37 | -2,63 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 153.069 | -2,87 | 5.053 | 4,08 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 145.571 | -7,93 | 4.484 | -2,39 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.315 | -0,75 | 43 | 7,50 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 17.286 | -5,73 | 571 | 1,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 269.984 | -1,48 | 8.912 | 5,59 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 83.283 | -4,68 | 2.749 | 2,16 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3.198 | -2,50 | 106 | 3,96 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 314.379 | -1,49 | 10.378 | 5,58 | ||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 |
