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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 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 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 23,052 | -5.43 | 682 | 0.74 | ||||
| 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 | ||||
| 2025-07-25 | 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 |
