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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,417 | -30.94 | 939 | -10.74 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 23,970 | -12.18 | 2,161 | 13.56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,037 | -2.34 | 815 | 26.20 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 112,250 | -4.50 | 10,121 | 23.47 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 25,368 | -2.77 | 2,287 | 25.73 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 24,768 | -0.17 | 2,233 | 29.15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,710 | -9.76 | 966 | 16.69 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 17,291 | -1.73 | 1,559 | 27.06 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 8,437 | -30.13 | 761 | -9.74 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,384 | -4.98 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 11,769 | -0.71 | 1,061 | 28.45 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 58,034 | -0.65 | 5,233 | 28.46 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 78,562 | -11.12 | 7,084 | 14.89 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 7,976 | -9.63 | 719 | 16.91 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 4,124 | -10.15 | 372 | 15.94 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 10,017 | -0.69 | 903 | 28.45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,868 | -18.07 | 828 | -21.31 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 2,362,961 | -43.75 | 163,449 | -23.71 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 |
