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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 48,166 | -60.93 | 2,484 | -58.38 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 65 | -55.17 | 3 | -57.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14,383 | -26.63 | 742 | -21.84 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10,490 | -19.56 | 541 | -14.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 230 | -42.64 | 12 | -38.89 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,270 | -41.06 | 375 | -37.35 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 12,083 | -3.20 | 623 | 3.15 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 14,142 | -15.93 | 729 | -10.44 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,730 | -27.90 | 295 | -23.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,622 | -18.56 | 1,837 | -13.23 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 4,247 | -1.87 | 219 | 4.78 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Dover Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 301 | -12.75 | 16 | -16.67 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 745 | -38.98 | 38 | -35.59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 354 | -8.05 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 64,363 | -6.21 | 3,462 | 4.25 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12,312 | -32.67 | 635 | -28.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 45,576 | -26.63 | 2,350 | -21.82 | ||||
| 2025-05-06 | 13F | Guild Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,125 | -41.50 | 264 | -37.59 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 36 | -10.00 | 2 | -50.00 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,080 | -25.31 | 623 | -20.46 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 51,863 | -4.48 | 2,675 | 1.75 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5,659 | -13.43 | 301 | -4.75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,246 | -8.78 | 64 | -3.03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 27 | -94.46 | 1 | -95.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197,604 | -18.66 | 12,344 | 4.98 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 42,241 | -13.60 | 2,178 | -7.95 | ||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 176,665 | -8.11 | 9,111 | -2.10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 154,814 | -69.96 | 7,984 | -67.99 | ||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,555 | -8.86 | 408 | 1.75 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10 | -96.08 | 1 | -100.00 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 12,802 | -4.87 | 660 | 1.38 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 13,160 | -4.11 | 650 | -8.85 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 177,086 | -69.71 | 9,132 | -67.73 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,931 | -6.95 | 432 | -17.08 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 16,353 | -12.21 | 843 | -6.44 |
