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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 129,114 | -0.22 | 10,275 | 15.41 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 98 | -50.00 | 8 | -53.33 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,991 | -85.92 | 238 | -83.71 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,202 | -22.03 | 334 | -9.73 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,790 | -66.59 | 142 | -61.41 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 15,753 | -4.54 | 1,254 | 9.91 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 14,062 | -2.99 | 1,119 | 12.24 | ||||
2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,496 | -3.91 | 1,313 | 11.09 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8,597 | -77.10 | 684 | -73.52 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,061 | -14.39 | 642 | -0.93 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,711 | -6.79 | 1,250 | 7.85 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 481 | -15.76 | 38 | -13.64 | ||||
2025-08-15 | 13F | Morgan Stanley | 477,715 | -1.13 | 38,017 | 14.36 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 2,532 | -33.79 | 201 | -23.57 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 | -73.17 | 2 | -80.00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 74,287 | -2.01 | 5,912 | 13.35 | ||||
2025-08-14 | 13F | Fmr Llc | 466 | -74.18 | 37 | -70.16 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 54,448 | -7.64 | 4,333 | 6.83 | ||||
2025-07-17 | 13F | G&S Capital LLC | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,737 | -8.86 | 218 | 5.34 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 3,990 | -9.01 | 318 | 5.32 | ||||
2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 61,512 | -23.68 | 4,895 | -11.72 | ||||
2025-05-15 | 13F | Fischer Investment Strategies, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99,235 | -0.96 | 7,897 | 14.57 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 5,662 | -72.80 | 451 | -68.58 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 19,622 | -3.18 | 1,562 | 11.98 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 5,786 | -3.26 | 460 | 11.92 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 89,808 | -6.62 | 7,147 | 7.99 | ||||
2025-08-11 | 13F | Tidemark, LLC | 598 | -16.83 | 48 | -4.08 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 95,441 | -2.06 | 7,595 | 13.29 | ||||
2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,766 | -23.02 | 379 | -10.82 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 3,046 | -9.59 | 242 | 4.76 | ||||
2025-04-23 | 13F | Wealth Effects Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3,523 | -11.21 | 280 | 2.56 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 7,076 | -1.39 | 563 | 14.20 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | UBS Group AG | 37,449 | -2.44 | 2,980 | 12.84 | ||||
2025-05-13 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 7,854 | -0.41 | 625 | 15.31 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Moneywise, Inc. | 26,188 | -10.38 | 2,084 | 3.68 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 3,600 | -1.53 | 286 | 13.94 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23,646 | -51.52 | 1,882 | -43.93 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,349 | -11.26 | 267 | 2.70 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 313,942 | -15.12 | 24,983 | -1.82 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,931 | -12.21 | 1 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 66,248 | -50.71 | 5,272 | -42.99 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,645 | -12.21 | 211 | 1.45 | ||||
2025-07-25 | 13F | Cwm, Llc | 924 | -3.14 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 |