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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Sunpointe, LLC | 20,812 | -0.82 | 2,098 | 8.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 463,863 | -34.34 | 46,767 | -28.34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,316 | -25.64 | 491 | -29.05 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 701 | -49.06 | 71 | -44.88 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 43,903 | -35.92 | 4,426 | -30.07 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,867 | -0.75 | 1,196 | 8.33 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,454 | -62.32 | 348 | -58.87 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 3,936 | -7.28 | 397 | 1.02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 822 | -4.08 | 83 | 3.80 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 51,292 | -82.40 | 5,171 | -80.80 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 29,601 | -6.59 | 2,984 | 1.95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 81,585 | -2.97 | 8,225 | 5.90 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 160,770 | -3.03 | 16,209 | 5.82 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 269 | -70.92 | 27 | -68.24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 79,298 | -7.95 | 7,995 | 0.46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 449 | -6.65 | 45 | 2.27 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 644 | -61.58 | 65 | -58.44 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 69,239 | -3.98 | 6,981 | 4.79 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 20,552 | -6.18 | 2,072 | 2.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 83,621 | -18.73 | 8,431 | -11.31 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 150,695 | -23.80 | 15,193 | -16.84 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 66,308 | -12.56 | 6,126 | -16.67 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 574 | -33.18 | 58 | -27.85 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 257,110 | -1.10 | 25,922 | 7.93 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 2,581 | -65.36 | 260 | -62.21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 76,574 | -16.66 | 7,720 | -9.05 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,019 | -1.83 | 909 | 7.19 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 86,069 | -1.89 | 8,677 | 7.07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 213,943 | -53.95 | 21,570 | -49.75 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 262,369 | -1.36 | 26,452 | 7.66 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 48,671 | -11.69 | 4,907 | -3.61 | ||||
| 2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 22,331 | -23.45 | 2,302 | -14.49 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,313 | -1.67 | 1,241 | 7.35 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2,719 | -20.19 | 274 | -12.74 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 11,523 | -2.54 | 1,162 | 6.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 334,251 | -24.32 | 33,699 | -17.41 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7,129 | -27.94 | 719 | -21.36 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 661,941 | -0.84 | 66,737 | 8.22 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 62,905 | -0.71 | 6,342 | 8.36 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14,288 | -1.92 | 1,441 | 7.06 | ||||
| 2025-04-29 | 13F | Paul R. Ried Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 403,295 | -38.70 | 40,660 | -33.10 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,195 | -19.24 | 322 | -11.78 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 170,903 | -9.59 | 17,386 | 3.25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,953 | -0.23 | 674 | 4.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 309,020 | -0.74 | 31,155 | 8.34 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 17,516 | -8.34 | 1,766 | 0.00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 149,826 | -3.11 | 15,106 | 5.75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 831,705 | -6.79 | 83,852 | 1.73 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10,418 | -53.30 | 1,050 | -49.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 27,904 | -24.18 | 2,813 | -17.24 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 8,777 | -45.70 | 885 | -40.79 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1,059,366 | -1.97 | 106,805 | 6.99 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 219,521 | -0.12 | 22,132 | 9.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10,701 | -0.01 | 1 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 1,017 | -9.03 | 102 | -0.97 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 261,110 | -18.81 | 26,325 | -11.40 | ||||
| 2025-05-05 | 13F | Gallacher Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,149,499 | -2.73 | 115,893 | 6.16 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 3,443 | -16.31 | 347 | -8.68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 30,077 | -1.79 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 61,155 | -19.66 | 6,166 | -12.32 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,534 | -42.88 | 255 | -37.65 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 15,760 | -6.45 | 1,589 | 2.06 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2,189 | -5.44 | 221 | 3.29 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 43,587 | -9.48 | 4,394 | -1.21 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 5,529 | -3.39 | 557 | 5.49 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 18,181 | -43.94 | 1,874 | -37.43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 56,267 | -5.92 | 5,673 | 2.68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 75,433 | -13.45 | 7,605 | -5.54 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 16,163 | -11.18 | 1,630 | -3.09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 637 | -89.76 | 64 | -88.85 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 363,535 | -58.30 | 36,652 | -54.49 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 13,531 | -0.72 | 1,364 | 8.34 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 113,462 | -54.72 | 11,439 | -50.58 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 114,933 | -86.99 | 11,588 | -85.80 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,697 | -33.33 | 272 | -29.97 | ||||
| 2025-08-07 | 13F | Nwam Llc | 15,163 | -1.06 | 1,569 | 10.81 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 163,881 | -2.54 | 16,522 | 6.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,820 | -0.01 | 889 | 9.21 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 231,732 | -0.04 | 23,363 | 9.10 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 8,836 | -0.62 | 891 | 8.40 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 140,243 | -12.23 | 14,141 | -4.21 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 179,529 | -5.25 | 18,100 | 3.41 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 426,097 | -0.40 | 42,959 | 12.20 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 7,029 | -1.88 | 709 | 7.11 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 85,182 | -6.51 | 8,203 | -8.41 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 30,188 | -0.76 | 3,144 | 11.93 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 3,032,705 | -0.56 | 305,757 | 8.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,320 | -20.18 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 201,366 | -13.50 | 20,302 | -5.60 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,151 | -4.43 | 641 | 10.34 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 115,043 | -10.64 | 11,982 | 1.20 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2,882 | -22.34 | 291 | -15.20 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 74,074 | -30.33 | 7,468 | -23.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,076 | -0.52 | 1,117 | 8.56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,730 | -3.65 | 1,082 | 5.16 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 61,264 | -0.75 | 6,177 | 8.31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2,731 | -2.50 | 278 | 7.36 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 10,137 | -0.36 | 1,022 | 8.84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,033 | -17.46 | 407 | -9.98 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 48,044 | -1.68 | 4,844 | 7.29 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 63,935 | -2.60 | 6,753 | 10.90 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 19,812 | -9.38 | 1,997 | -1.09 | ||||
| 2025-04-14 | 13F | Objectivity Squared, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,400 | -53.46 | 746 | -49.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 152,260 | -39.07 | 15,351 | -33.51 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 2,113 | -76.71 | 213 | -74.70 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 43,293 | -1.29 | 4,365 | 7.73 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 153 | -16.85 | 15 | -11.76 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 35,925 | -18.71 | 3,622 | -11.29 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 51,022 | -47.23 | 5,144 | -42.41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,193 | -27.23 | 1,128 | -20.56 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2,051 | -10.86 | 207 | -2.83 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 6,023 | -75.50 | 607 | -73.26 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,078,562 | -6.68 | 108,741 | 1.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 8,015 | -70.72 | 808 | -68.05 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 5,129 | -0.50 | 517 | 8.61 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 64,774 | -0.06 | 6,530 | 9.07 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 61,820 | -0.10 | 6,233 | 9.03 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 68,359 | -15.08 | 6,892 | -7.33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,039,992 | -0.04 | 104,852 | 9.09 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 23,547 | -2.59 | 2,374 | 6.31 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6,857 | -21.36 | 691 | -14.16 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 29,112 | -1.74 | 2,935 | 7.23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 406,416 | -1.80 | 40,975 | 7.17 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 580,538 | -22.57 | 58,530 | -15.49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 174,479 | -2.49 | 17,591 | 9.37 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 80,884 | -3.55 | 8,155 | 5.27 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 207,329 | -11.41 | 20,903 | -3.32 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30,028 | -31.88 | 3,027 | -25.66 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 72,033 | -3.76 | 7,262 | 5.03 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 8,915 | -84.80 | 899 | -83.42 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 139,564 | -7.79 | 14,071 | 0.63 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 257,138 | -7.98 | 25,925 | 0.43 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3,751 | -0.03 | 378 | 9.25 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 2,568 | -0.19 | 259 | 8.86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 2,652 | -8.49 | 267 | 0.00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2,887 | -22.33 | 291 | -15.16 |
