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.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7,564 | -15.84 | 105 | -19.38 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 529,778 | -48.95 | 7,348 | -51.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,260 | -5.85 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Bnp Paribas | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 727 | -11.34 | 10 | -16.67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 226 | -55.95 | 3 | -57.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,330 | -50.60 | 199 | -52.74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18,221 | -0.26 | 253 | -4.18 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2,400 | -48.11 | 33 | -52.86 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 275 | -26.67 | 4 | -40.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 45,700 | -61.27 | 634 | -62.87 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 36,861 | -3.88 | 511 | -7.76 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 13,000 | -18.75 | 180 | -22.08 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 543,336 | -9.43 | 7,536 | -13.06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 87 | -64.49 | 1 | -66.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 115,799 | -11.07 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14,479 | -13.92 | 201 | -17.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 858,980 | -7.70 | 11,914 | -11.40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,313 | -0.15 | 18 | -5.26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 35,767 | -14.96 | 496 | -18.29 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45,714 | -20.90 | 634 | -24.07 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 83,895 | -0.30 | 1,164 | -4.28 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,419 | -17.19 | 422 | -20.57 |
