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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 105,210 | -20.53 | 2,262 | -20.83 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 27,604 | -0.59 | 593 | -1.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 83,368 | -17.00 | 1,792 | -17.31 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 407,600 | -9.20 | 8,763 | -9.54 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 268 | -56.56 | 6 | -61.54 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 23,717 | -12.39 | 510 | -12.84 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 127,237 | -31.99 | 2,736 | -32.25 | ||||
2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 3,239 | -27.64 | 70 | -28.87 | ||||
2025-04-15 | 13F | Collier Financial | 4,124 | -22.10 | 89 | -22.81 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Bill Few Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Lincoln Capital Corp | 15,017 | -18.77 | 323 | -19.10 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 23,755 | -20.50 | 511 | -20.81 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,916 | -47.78 | 493 | -47.99 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 140,831 | -34.59 | 3,028 | -34.85 | ||||
2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 27,713 | -50.51 | 596 | -50.75 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,867 | -24.97 | 255 | -25.22 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 241,752 | -2.83 | 5,198 | -3.19 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 67,541 | -62.66 | 1,452 | -62.79 | ||||
2025-05-15 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Hills Bank & Trust Co | 117,881 | -65.40 | 2,534 | -65.53 |