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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,846 | -6.59 | 1,056 | -6.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 156,546 | -24.20 | 6,176 | -23.66 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 62,815 | -1.57 | 2,478 | -0.84 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 30,165 | -19.32 | 1,195 | -17.94 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,779 | -0.16 | 504 | 0.60 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15,391 | -1.60 | 607 | -0.82 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 218,783 | -0.36 | 8,638 | 0.50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 17,018 | -5.45 | 671 | -4.69 | ||||
| 2025-04-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,075 | -60.69 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,909 | -0.64 | 549 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,257,737 | -3.12 | 49,617 | -2.43 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 482,101 | -7.70 | 19,019 | -7.04 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 260,454 | -23.85 | 10,218 | -23.45 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 47,641 | -9.55 | 1,879 | -8.92 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7,055 | -15.46 | 278 | -14.72 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 225,503 | -1.91 | 8,846 | -1.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 |
