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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12,733 | -36.83 | 638 | -36.93 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 9,430 | -19.70 | 472 | -19.73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20,330 | -33.19 | 1,018 | -33.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 315,420 | -2.25 | 15,793 | -2.34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 165,110 | -4.42 | 8,267 | -4.52 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 16,384 | -0.46 | 821 | -0.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,862 | -1.87 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 117,192 | -22.35 | 5,868 | -22.42 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 84,109 | -48.81 | 4,216 | -48.84 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 99,974 | -0.15 | 5,026 | -0.22 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 62,475 | -4.69 | 3,128 | -4.78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 133 | -82.90 | 7 | -84.21 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 129,512 | -18.59 | 6,485 | -18.68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,641 | -36.30 | 82 | -36.43 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,870 | -24.51 | 344 | -24.78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,094 | -1.47 | 255 | -1.54 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 4,576 | -10.34 | 229 | -10.20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 163 | -10.93 | 8 | -11.11 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7,309 | -94.29 | 367 | -94.28 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 924,663 | -20.15 | 46,298 | -20.23 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,422 | -51.78 | 422 | -51.89 | ||||
| 2025-04-08 | 13F | First Community Trust Na | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,735 | -59.07 | 237 | -58.93 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 16,104 | -5.28 | 806 | -5.40 |
