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.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,213 | -0.14 | 752 | 6.68 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 17,105 | -14.78 | 1,053 | -8.83 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2,596 | -60.64 | 160 | -58.05 | ||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,362 | -0.84 | 761 | 6.14 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 150,756 | -40.37 | 9,282 | -36.23 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,149 | -0.98 | 563 | 6.03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,014 | -23.82 | 555 | -18.65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,105 | -1.15 | 2,531 | 5.68 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 4,653 | -3.56 | 286 | 3.25 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13,312 | -12.58 | 820 | -6.51 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 46,379 | -3.62 | 2,856 | 3.07 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5,659 | -7.89 | 348 | -1.42 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3,615 | -57.66 | 223 | -54.79 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 3,430 | -3.57 | 211 | 3.43 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9,911 | -90.86 | 610 | -90.23 | ||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 98,218 | -0.58 | 6,047 | 6.33 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 117,647 | -1.19 | 7,244 | 5.68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,057 | -5.17 | 558 | 1.46 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,759 | -1.27 | 724 | 5.69 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 25,655 | -1.27 | 1,580 | 5.62 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11,831 | -1.28 | 728 | 5.66 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 26,233 | -10.42 | 1,615 | -4.15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297,853 | -1.37 | 18,339 | 5.48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 134,189 | -6.38 | 8,262 | 0.12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 555,937 | -8.33 | 34,229 | -1.96 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 8,032 | -50.67 | 490 | -47.81 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 64,076 | -0.58 | 3,945 | 6.33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 44,423 | -54.25 | 2,735 | -51.07 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,979 | -9.36 | 614 | -3.00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38,402 | -1.78 | 2,364 | 5.07 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,515 | -39.67 | 216 | -35.52 | ||||
| 2025-04-29 | 13F | Sierra Ocean, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 6,886 | -19.07 | 0 | |||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 25,402 | -10.73 | 1,564 | -4.52 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 639 | -14.80 | 39 | -9.30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,544 | -2.07 | 280 | 4.49 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 11,986 | -33.31 | 738 | -28.72 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 8,159 | -12.58 | 502 | -6.52 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23,874 | -2.75 | 1,470 | 3.96 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 96,719 | -4.29 | 5,955 | 2.36 | ||||
| 2025-04-01 | 13F | Stonehearth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,220 | -14.08 | 75 | -7.41 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 104,606 | -15.59 | 6,441 | -9.73 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 15,649 | -6.50 | 964 | 0.00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 68,995 | -6.63 | 4,248 | -0.14 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 33,222 | -3.08 | 2,027 | 3.58 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 56,483 | -2.68 | 3,478 | 4.20 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19,581 | -5.05 | 1,206 | 1.52 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10,096 | -11.97 | 622 | -5.91 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 37,347 | -8.35 | 2,299 | -2.00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 3,355 | -5.68 | 207 | 0.98 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,436 | -4.16 | 519 | 2.57 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,383 | -37.82 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 254,349 | -1.47 | 15,660 | 5.38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 19,933 | -7.02 | 1,227 | -0.57 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 12,348 | -1.33 | 760 | 5.56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 11,328 | -0.52 | 652 | 0.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 27,618 | -1.76 | 1,700 | 5.07 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 291,972 | -3.21 | 17,977 | 3.52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,010 | -14.77 | 62 | -8.82 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15,102 | -12.12 | 930 | -6.07 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17,034 | -1.06 | 1,049 | 5.75 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,519 | -19.86 | 705 | -18.87 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,973 | -2.03 | 368 | 4.56 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444 | -60.98 | 27 | -58.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180,843 | -1.45 | 11 | 10.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 7,911 | -1.57 | 0 | |||||
| 2025-04-10 | 13F | Mkd Wealth Coaches, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 910 | -5.70 | 56 | 1.82 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18,059 | -6.67 | 1,112 | -0.18 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 594,241 | -1.46 | 36,588 | 5.38 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,023 | -12.84 | 1,294 | -6.77 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 452,195 | -2.53 | 27,842 | 4.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,968 | -29.75 | 244 | -24.92 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,545 | -1.94 | 218 | 4.81 | ||||
| 2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 98,383 | -1.34 | 6,057 | 5.50 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 13,836 | -2.05 | 846 | 4.06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 42,759 | -4.59 | 2,633 | 2.49 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,901 | -20.68 | 486 | -15.18 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 17,246 | -4.93 | 1,062 | 1.63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 224,477 | -34.58 | 13,821 | -30.03 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9,805 | -0.94 | 604 | 5.98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81,978 | -38.37 | 5,037 | -34.23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77,703 | -7.27 | 4,784 | -0.81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 29,049 | -0.12 | 1,789 | 6.81 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4,975 | -0.46 | 306 | 6.62 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 436,440 | -18.39 | 26,872 | -12.73 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53,067 | -5.65 | 3,267 | 0.93 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 62,098 | -24.35 | 3,823 | -19.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 26,053 | -1.76 | 1,604 | 5.11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96,864 | -2.62 | 5,964 | 4.14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,936 | -29.58 | 2 | -50.00 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,512 | -79.66 | 155 | -78.31 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74,103 | -1.14 | 4,562 | 5.72 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 25,402 | -10.73 | 1,564 | -4.34 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 8,039 | -0.32 | 495 | 6.47 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 295,098 | -3.25 | 18,169 | 3.47 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 3,638 | -22.10 | 224 | -16.79 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 4,255 | -0.68 | 262 | 6.50 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,439 | -0.38 | 273 | 6.64 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15,926 | -2.83 | 981 | 3.92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,053 | -3.96 | 988 | 2.70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,087 | -7.24 | 1,483 | 0.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,226 | -5.47 | 445 | 0.91 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 26,094 | -0.90 | 1,607 | 6.01 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 106,735 | -0.35 | 6,572 | 6.57 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59,768 | -2.70 | 3,680 | 4.04 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 50,318 | -0.58 | 3,098 | 6.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | -71.43 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,832 | -6.67 | 359 | -0.28 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14,131 | -1.31 | 870 | 5.58 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8,509 | -0.63 | 524 | 6.30 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,156 | -5.76 | 256 | 0.79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,796 | -0.08 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23,705 | -11.88 | 1,459 | -5.75 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 8,608 | -1.18 | 530 | 5.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,516 | -11.04 | 1,079 | -4.85 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 20,447 | -64.55 | 1,258 | -60.81 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9,393 | -7.32 | 578 | -0.86 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 22,478 | -2.93 | 1,384 | 3.75 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5,776 | -13.29 | 353 | -3.55 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 19,845 | -10.19 | 1,222 | -4.01 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 3,421 | -33.44 | 211 | -28.81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 820 | -20.00 | 51 | -15.25 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 21,150 | -87.87 | 1,302 | -87.02 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11,662 | -13.02 | 718 | -6.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11,855 | -15.50 | 730 | -9.67 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11,538 | -0.60 | 710 | 6.29 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,695 | -0.93 | 289 | 6.25 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 8,082 | -1.80 | 498 | 9.71 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 5,211 | -11.20 | 321 | -5.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,216 | -47.22 | 506 | -43.64 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 568 | -18.39 | 33 | -17.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 288,690 | -8.66 | 17,775 | -2.31 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 460 | -1.50 | 28 | 7.69 |
