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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 108 | -30.77 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 298,885 | -0.89 | 6,187 | -0.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,380 | -25.77 | 173 | -25.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,716 | -7.03 | 470 | -6.75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 25,613 | -5.11 | 530 | -4.85 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 358,160 | -7.97 | 7,414 | -7.74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,069 | -31.47 | 22 | -31.25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 796,206 | -12.96 | 16,466 | -11.46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 579 | -0.69 | 12 | -8.33 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 |
