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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Northwest Financial Advisors | 9,193 | -1.75 | 207 | -1.90 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 39,837 | -1.87 | 896 | -1.65 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,140 | -18.91 | 406 | -19.32 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 22,963 | -0.37 | 516 | 1.58 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 747,854 | -0.71 | 16,827 | -0.49 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101,785 | -0.82 | 2,290 | -0.61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 81,153 | -8.54 | 1,826 | -8.34 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12,215 | -0.81 | 275 | -0.72 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 27,449 | -1.57 | 618 | -1.44 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1,058,461 | -9.00 | 24 | -11.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,961,509 | -3.65 | 44,137 | -3.43 | ||||
| 2025-05-14 | 13F | Kuhn & Co Investment Counsel | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3,940,972 | -8.26 | 88,672 | -8.05 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,914 | -2.39 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,565,837 | -4.32 | 35 | -99.90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,082,767 | -2.85 | 24,362 | -2.64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 97,742 | -5.69 | 2,199 | -5.46 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37,548 | -39.54 | 845 | -39.45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 198,801 | -2.45 | 4,473 | -2.23 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 16,447 | -1.77 | 370 | -1.33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 127,094 | -2.59 | 2,860 | -2.39 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 236,887 | -1.70 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 484,386 | -2.04 | 10,899 | -1.83 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 10,631 | -0.93 | 239 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29,837 | -46.67 | 671 | -46.58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 70,040 | -22.10 | 1,576 | -21.33 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 10,767 | -4.99 | 242 | -4.72 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 220,201 | -1.64 | 4,955 | -1.41 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 250,790 | -0.16 | 5,643 | 0.05 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20,359 | -6.27 | 458 | -5.76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35,690 | -33.24 | 803 | -32.52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 68,419 | -3.21 | 1,539 | -2.96 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 18,835 | -2.61 | 424 | -1.17 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,768 | -55.94 | 265 | -55.93 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,646,088 | -3.04 | 262,037 | -2.82 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 299,384 | -0.37 | 6,736 | -0.15 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 618 | -6.93 | 14 | -7.14 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 120,548 | -1.64 | 2,685 | -2.44 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63,588 | -11.32 | 1,431 | -11.12 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,488 | -13.42 | 348 | -13.22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 292,485 | -17.84 | 6,571 | -17.89 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 28,254 | -73.05 | 636 | -73.01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 482,686 | -1.57 | 10,841 | -1.04 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 799,723 | -2.02 | 17,994 | -1.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 74,771 | -0.70 | 1,682 | -0.47 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48,567 | -0.50 | 1,093 | -0.09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 41,522 | -0.07 | 934 | 0.21 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16,107 | -18.30 | 362 | -18.10 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 245,081 | -1.76 | 5,514 | -1.54 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 38,036 | -20.42 | 856 | -20.24 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 80,814 | -47.87 | 1,818 | -47.76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18,137 | -22.43 | 408 | -22.14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 259,928 | -8.79 | 6 | -16.67 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40,298 | -6.00 | 907 | -5.82 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 841,368 | -2.80 | 18,931 | -2.58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 21,032 | -0.89 | 473 | -0.63 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 774,924 | -6.04 | 17,340 | -6.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,967,746 | -7.81 | 44,274 | -7.60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34,550 | -78.06 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17,502 | -25.85 | 394 | -25.71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 47,927 | -19.77 | 1,078 | -19.61 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 20,204 | -9.11 | 455 | -9.02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 94,754 | -9.25 | 2,132 | -9.05 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 44,486 | -6.21 | 1,001 | -6.02 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10,642 | -1.40 | 239 | -1.24 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 122,245 | -10.20 | 2,751 | -10.01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 |
