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.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,358 | -6.55 | 464 | -2.52 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11,188 | -67.23 | 268 | -65.86 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,416 | -40.85 | 34 | -40.00 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 13,505 | -17.63 | 324 | -14.32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,005 | -56.61 | 312 | -54.86 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 60,788 | -20.59 | 1,458 | -17.26 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 10,605 | -39.52 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,845 | -2.53 | 212 | 1.92 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 290,415 | -1.90 | 6,964 | 2.25 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 28,993 | -3.15 | 695 | 1.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,796 | -43.62 | 762 | -41.25 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 351 | -9.30 | 8 | 0.00 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 128,673 | -19.47 | 2,961 | -20.34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 279,639 | -37.27 | 6,706 | -34.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 195,437 | -3.43 | 4,497 | -4.46 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35,945 | -0.29 | 862 | 3.86 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,337,085 | -1.25 | 30,766 | -2.31 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,700 | -12.12 | 209 | -8.37 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 117,633 | -0.59 | 2,821 | 3.60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 73,067 | -0.20 | 1,752 | 4.04 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 130,051 | -0.26 | 3,119 | 3.93 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 19,809 | -18.02 | 475 | -14.57 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6,210 | -22.67 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 24,879 | -12.86 | 597 | -9.15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,903 | -6.54 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12,238 | -4.70 | 293 | -0.68 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,944 | -1.87 | 127 | -3.05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83,401 | -2.73 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 30,586 | -2.43 | 733 | 1.66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,876 | -6.35 | 213 | -2.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,114 | -36.51 | 314 | -33.89 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 179,405 | -1.91 | 4,302 | 8.06 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 126,680 | -1.80 | 3,038 | 2.32 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 18,223 | -5.34 | 443 | 7.26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,173 | -72.20 | 124 | -71.03 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 45,843 | -0.68 | 1,055 | -1.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,427 | -0.46 | 202 | 4.12 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 37,386 | -3.39 | 897 | 0.67 | ||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 8,877 | -9.43 | 204 | -10.13 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 174,339 | -0.89 | 4,181 | 3.29 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 105,719 | -15.86 | 2,535 | -12.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,416 | -75.43 | 298 | -74.44 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 31,150 | -13.81 | 747 | -10.23 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1,422,825 | -13.08 | 34,119 | -9.42 | ||||
| 2025-08-08 | 13F | Creative Planning | 43,241 | -13.10 | 1,037 | -9.44 |
