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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F/A | GGM Financials LLC | 84,736 | -0.33 | 5,550 | 2.76 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 10,169 | -1.32 | 666 | 1.83 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 10,365 | -1.44 | 679 | 1.50 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,716 | -29.51 | 440 | -27.44 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 26,010 | -11.60 | 1,704 | -8.88 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 11,601 | -7.23 | 760 | -4.41 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 119,706 | -3.23 | 7,841 | -0.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,675 | -6.46 | 372 | -3.64 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 21,818 | -30.77 | 1,429 | -28.62 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 16,312 | -3.04 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 32,577 | -5.61 | 2,134 | -2.69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32,037 | -9.94 | 2,098 | -7.17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 37,959 | -0.32 | 2,486 | 2.77 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25,229 | -8.87 | 1,652 | -6.08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,886 | -93.21 | 451 | -93.00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 7,598 | -5.47 | 498 | -2.55 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,704 | -2.77 | 177 | 0.57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,609 | -10.28 | 498 | -7.43 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3,390 | -1.11 | 222 | 2.30 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33,935 | -5.02 | 2,223 | -2.11 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 7,437 | -28.39 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10,371 | -5.53 | 695 | 3.89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 44,708 | -1.73 | 2,928 | 1.31 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17,971 | -1.71 | 1,177 | 2.17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,030,558 | -0.19 | 67,502 | 2.89 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77,662 | -6.01 | 5,087 | -3.12 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 399,217 | -8.82 | 26,149 | -6.01 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29,469 | -11.48 | 1,931 | -8.70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 311 | -29.32 | 20 | -25.93 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 12,635 | -4.08 | 828 | -1.08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,205 | -13.73 | 736 | -10.91 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 43,752 | -11.01 | 2,866 | -8.26 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 6,214 | -50.19 | 407 | -48.61 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 221,610 | -4.96 | 14,515 | -2.03 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 24,676 | -8.84 | 1,616 | -5.99 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,903 | -12.63 | 518 | -9.93 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 200,067 | -7.47 | 13,104 | -4.61 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 11,385 | -12.40 | 746 | -9.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,200 | -50.00 | 341 | -48.48 | |||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 38,569 | -2.20 | 2,526 | 0.84 | ||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 184,536 | -6.13 | 12,087 | -3.23 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 42,995 | -1.85 | 2,816 | 1.19 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 2,976,490 | -12.93 | 194,960 | -10.25 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,385 | -0.95 | 746 | 2.05 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 15,911 | -1.50 | 1,042 | 1.56 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,731 | -36.01 | 375 | -34.09 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7,156 | -7.83 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 768,996 | -15.41 | 50,369 | -12.80 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 949 | -15.87 | 62 | -12.68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,923 | -8.48 | 650 | -5.67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27,113 | -19.02 | 1,776 | -16.55 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 7,852 | -12.27 | 514 | -9.51 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 4,541 | -15.42 | 301 | -12.02 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 4,566 | -1.95 | 299 | 1.36 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 40,571 | -41.91 | 2,657 | -40.12 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 8,331 | -41.05 | 546 | -39.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 39 | -93.09 | 3 | -94.29 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 13,562 | -12.84 | 888 | -10.12 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 16,606 | -0.95 | 1,088 | 2.07 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 1,858,236 | -4.45 | 121,714 | -1.50 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 26,357 | -3.33 | 1,726 | -0.35 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 30,062 | -12.76 | 1,969 | -10.05 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 348,530 | -4.95 | 22,829 | -2.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,809 | -67.29 | 1,625 | -66.29 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 2,983,626 | -3.62 | 195,428 | -0.64 |
