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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Cypress Financial Planning Llc | 11,324 | -1.37 | 362 | 8.08 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 56,375 | -73.43 | 1,801 | -70.86 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 6,513 | -22.30 | 208 | -14.75 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,114 | -2.18 | 1 | |||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 41,582 | -1.51 | 1,328 | 8.06 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 11,945 | -7.03 | 382 | 1.87 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 42,221 | -0.27 | 1,349 | 15.02 | ||||
2025-07-15 | 13F | BCS Wealth Management | 21,251 | -10.49 | 1 | |||||
2025-08-05 | 13F | WorthPointe, LLC | 45,395 | -2.90 | 1,450 | 6.47 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,506 | -55.43 | 48 | -51.02 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,495 | -12.09 | 271 | -3.56 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 114,523 | -4.28 | 3,658 | 4.97 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25,986 | -1.24 | 830 | 8.22 | ||||
2025-05-14 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 50,713 | -7.65 | 1,620 | 1.25 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 74,345 | -6.15 | 2,375 | 2.95 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 18,552 | -1.03 | 593 | 8.62 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 43,007 | -10.25 | 1,374 | -1.58 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,844 | -3.28 | 282 | 6.02 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 22,494 | -5.71 | 709 | 2.02 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 198,789 | -8.22 | 6,349 | 0.67 | ||||
2025-05-08 | 13F | Helium Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,523 | -67.79 | 81 | -64.91 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 7,312 | -93.60 | 234 | -93.00 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153,001 | -11.29 | 5 | -20.00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 15,988 | -9.84 | 511 | -1.16 | ||||
2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 154,240 | -3.13 | 4,926 | 6.26 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3,400 | -5.56 | 109 | 3.85 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 19,379 | -0.26 | 619 | 9.38 | ||||
2025-07-24 | 13F | Blair William & Co/il | 150,275 | -8.01 | 4,800 | 0.90 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 4,192 | -26.21 | 134 | -19.39 |