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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 28,384 | -2.17 | 705 | -1.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 75 | -57.14 | 2 | -75.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 88,659 | -3.14 | 2,203 | -3.12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 49,958 | -6.17 | 1,240 | -6.13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 196 | -26.87 | 5 | -33.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37,598 | -4.21 | 934 | -4.21 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,394 | -72.83 | 357 | -72.85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,032 | -0.65 | 125 | 0.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 33,282 | -18.47 | 826 | -17.65 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 2,003 | -6.18 | 50 | -7.55 |
