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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | IFP Advisors, Inc | 70,280 | -20.27 | 4,929 | -12.15 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 6,024 | -51.10 | 423 | -46.17 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 24,014 | -2.52 | 1,698 | 8.16 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,021 | -13.10 | 282 | -4.08 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 291,588 | -22.90 | 20,452 | -15.05 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4,596 | -42.38 | 322 | -36.49 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Empire Life Investments Inc. | 84,300 | -30.63 | 5,913 | -23.58 | ||||
2025-08-14 | 13F | UBS Group AG | 1,189 | -18.45 | 83 | -9.78 | ||||
2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 4,157 | -2.39 | 292 | 7.38 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,747 | -28.15 | 333 | -20.95 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 9,373 | -68.22 | 657 | -65.00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,943 | -16.77 | 487 | -8.29 | ||||
2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 169,821 | -1.24 | 11,911 | 8.82 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36,008 | -13.06 | 3 | 0.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 3,132 | -20.00 | 0 | |||||
2025-08-04 | 13F | WNY Asset Management, LLC | 6,079 | -1.68 | 426 | 8.40 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69,335 | -16.37 | 4,863 | -7.85 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 39,719 | -21.02 | 3 | -33.33 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 71,067 | -18.36 | 4,985 | -10.05 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 163,896 | -3.26 | 11,495 | 6.57 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Vienna Asset Management LLC | 5,222 | -91.30 | 366 | -90.42 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 40,273 | -8.57 | 2,825 | 0.75 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 34,844 | -26.92 | 2,444 | -19.51 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,046 | -6.86 | 73 | -2.67 | ||||
2025-07-18 | 13F | Truist Financial Corp | 61,921 | -3.98 | 4,343 | 5.80 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 |