Institutional and Fund Ownership - Sellers
This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 423,146 | -10.55 | 4,672 | -0.85 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 380 | -32.50 | 4 | -40.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 400 | -86.21 | 4 | -85.71 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Argentarii, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,816 | -5.96 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 114,268 | -48.30 | 1,262 | -42.71 | ||||
| 2025-05-29 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 291 | -63.90 | 3 | -71.43 | ||||
| 2025-05-15 | 13F | Almitas Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 24,060 | -32.81 | 268 | -24.72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80,852 | -4.44 | 893 | 5.94 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Css Llc/il | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quarry LP | 34,351 | -54.38 | 379 | -49.40 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 53,478 | -1.70 | 590 | 9.06 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 66,323 | -5.23 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48,303 | -7.48 | 533 | 2.70 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 5,293 | -54.37 | 58 | -49.57 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 59,946 | -54.38 | 662 | -49.46 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 24,007 | -0.16 | 265 | 10.88 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 237,062 | -34.25 | 2,617 | -27.12 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 106,207 | -58.43 | 1,058 | -57.79 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 109,406 | -0.18 | 1,208 | 10.63 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 278,890 | -29.33 | 3,079 | -21.68 | ||||
| 2025-05-15 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 12,412 | -6.03 | 137 | 4.58 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Saba Capital Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38,504 | -6.67 | 425 | 3.66 |
