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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 26,554 | -6.93 | 1,159 | -6.46 | ||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 154,342 | -0.15 | 6,734 | 0.37 | ||||
2025-08-15 | 13F | Morgan Stanley | 118,950 | -5.33 | 5,190 | -4.84 | ||||
2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 130,133 | -19.95 | 5,678 | -17.72 | ||||
2025-08-12 | 13F | LPL Financial LLC | 68,945 | -1.71 | 3,008 | -1.18 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 47,117 | -20.07 | 2,056 | -19.66 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 456,727 | -3.40 | 19,770 | -3.66 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1,928 | -2.33 | 84 | -1.18 | ||||
2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 39,457 | -3.93 | 1,722 | -3.42 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 555 | -50.00 | 24 | -50.00 | ||||
2025-05-12 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 46,457 | -5.60 | 2,027 | -5.11 | ||||
2025-08-14 | 13F | Mariner, LLC | 1,169,507 | -0.70 | 51,026 | -0.17 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 6,324 | -8.53 | 276 | -6.14 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,298 | -51.98 | 318 | -51.75 |