Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Brio Consultants, LLC | 23,051 | -1.50 | 1,365 | 6.65 | ||||
2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,638,424 | -3.07 | 274,595 | 4.96 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 3,578 | -74.19 | 212 | -72.13 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 27,895 | -6.27 | 1,648 | 1.35 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 890,705 | -19.65 | 52,729 | -13.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 5,472 | -6.29 | 324 | 1.25 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 5,429 | -0.62 | 321 | 7.72 | ||||
2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 29,474 | -8.17 | 1,739 | 1.28 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 505,980 | -10.34 | 30 | -3.33 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 916,045 | -2.97 | 54,230 | 5.07 | ||||
2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 6,440 | -14.84 | 380 | -6.19 | ||||
2025-08-08 | 13F | Creative Planning | 49,335 | -39.06 | 2,921 | -34.03 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 80,727 | -2.01 | 4,779 | 6.11 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Meketa Investment Group Inc /adv | 4,311 | -20.99 | 255 | -14.43 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 1,806 | -7.95 | 107 | -0.93 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Principal Financial Group Inc | 658,091 | -67.92 | 38,959 | -65.27 | ||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 69,632 | -8.76 | 4,108 | 0.69 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 456,556 | -3.49 | 26,948 | 4.07 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 3,641 | -51.83 | 216 | -47.82 | ||||
2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 56,645 | -4.28 | 3,342 | 5.63 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 16,596 | -0.70 | 982 | 7.56 | ||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 61,126 | -2.29 | 3,618 | 5.82 | ||||
2025-08-14 | 13F | Harris Associates L P | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 68,309 | -5.82 | 4,030 | 3.92 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,386 | -0.58 | 674 | 7.67 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Schroder Investment Management Group | 3,100 | -8.82 | 184 | -1.08 | ||||
2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2035 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,410,632 | -0.69 | 201,909 | 7.54 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 648,780 | -1.56 | 38,408 | 6.60 | ||||
2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 2,701 | -5.69 | 160 | 1.92 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 122 | -85.78 | 7 | -84.78 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 4,287 | -3.94 | 254 | 4.12 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 79 | -10.23 | 5 | 0.00 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 3,905 | -42.64 | 231 | -37.90 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Greenleaf Trust | 8,771 | -5.10 | 519 | 2.77 | ||||
2025-07-25 | 13F | Cwm, Llc | 366 | -64.64 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 61,831 | -22.69 | 3,660 | -16.29 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 39,896 | -1.56 | 2,362 | 6.59 | ||||
2025-04-30 | 13F | Arcadia Investment Management Corp/mi | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 18,215 | -28.11 | 1 | 0.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 95,088 | -67.23 | 5,629 | -64.51 | ||||
2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 8,666 | -12.24 | 511 | -3.22 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 149 | -45.82 | 9 | -46.67 | ||||
2025-07-23 | 13F | DMG Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Kwmg, Llc | 6,986 | -16.48 | 414 | -9.63 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 324,492 | -8.33 | 19,210 | -0.73 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 45,298 | -19.40 | 2,682 | -12.73 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 149,918 | -3.23 | 8,875 | 4.79 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30,015 | -9.12 | 1,772 | -1.83 | ||||
2025-07-16 | 13F/A | CX Institutional | 98,891 | -61.40 | 6 | -64.29 | ||||
2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 74,675 | -4.50 | 4,406 | 5.36 | ||||
2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Sage Financial Group Inc | 107,745 | -6.88 | 6,379 | 0.84 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 3,871 | -0.08 | 229 | 8.53 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,963 | -11.46 | 116 | -4.13 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 131,958 | -4.38 | 7,812 | 3.54 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,903 | -2.15 | 645 | 5.91 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 43,075 | -4.59 | 2,550 | 3.32 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 25,074 | -22.29 | 1,484 | -15.87 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 274,342 | -7.52 | 16,241 | 0.14 | ||||
2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 10,978 | -26.15 | 650 | -20.07 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4,530 | -0.55 | 268 | 7.63 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 9,503 | -35.63 | 536 | -31.85 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 146,371 | -1.59 | 9 | 0.00 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 13,231 | -4.96 | 781 | 4.84 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 3,970 | -28.89 | 235 | -22.95 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 9,184 | -1.27 | 544 | 6.89 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 7,758 | -1.39 | 459 | 6.74 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 169,226 | -6.96 | 10,018 | 0.74 | ||||
2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 5,246 | -1.52 | 311 | 6.53 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,063 | -26.77 | 300 | -20.69 | ||||
2025-08-14 | 13F | Fmr Llc | 16,552 | -14.95 | 980 | -7.90 | ||||
2025-08-12 | 13F | Country Trust Bank | 344,136 | -0.30 | 20,373 | 7.96 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 5,806 | -17.96 | 344 | -11.14 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 38,029 | -8.37 | 2,251 | 225,000.00 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 88,276 | -0.81 | 5,226 | 7.40 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 46 | -9.80 | 3 | 0.00 | ||||
2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 2,985 | -0.07 | 168 | 6.33 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 5,873 | -1.19 | 348 | 7.10 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 77,023 | -7.25 | 4,560 | 0.42 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 1,124 | -1.14 | 67 | 6.45 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 10,219 | -2.62 | 605 | 5.41 | ||||
2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 13,909 | -4.56 | 821 | 5.26 | ||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 9,542 | -6.67 | 565 | 1.08 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Maryland State Retirement & Pension System | 86,906 | -13.46 | 5,145 | -6.30 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 75,720 | -2.51 | 4,483 | 5.56 | ||||
2025-04-28 | 13F | Miller Howard Investments Inc /ny | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 1,340,424 | -0.15 | 79,353 | 8.13 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,123 | -14.75 | 481 | -7.69 | ||||
2025-08-06 | 13F | Washington Trust Bank | 34,433 | -46.24 | 2,038 | -41.79 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 10,255 | -6.06 | 607 | 1.85 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 4,060 | -5.18 | 240 | 2.56 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Strategic Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 40,880 | -8.00 | 2,412 | 1.52 | ||||
2025-07-31 | 13F | Auour Investments LLC | 3,533 | -5.84 | 209 | -0.95 | ||||
2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 73,732 | -15.80 | 4 | 0.00 | ||||
2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 32,797 | -4.87 | 1,935 | 4.99 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 439,424 | -0.14 | 26,014 | 8.14 | ||||
2025-05-01 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 13,756 | -1.23 | 814 | 6.96 | ||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 51,866 | -9.05 | 3,060 | 0.36 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,686 | -0.05 | 514 | 8.21 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 2,090,529 | -0.30 | 123,759 | 7.97 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 70,082 | -7.96 | 4,149 | 3.26 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 150,880 | -1.10 | 8,932 | 7.10 | ||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2,908 | -53.58 | 172 | -49.56 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 9,427 | -9.94 | 515 | -5.85 | ||||
2025-07-25 | 13F | Heartland Bank & Trust Co | 306,162 | -6.90 | 18,125 | 0.81 | ||||
2025-08-13 | 13F | Oribel Capital Management, LP | Call | 0 | -100.00 | 0 | ||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | PFADX - RiskPro® PFG 0-15 Fund Class R | 38,521 | -4.54 | 2,172 | 1.21 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 |