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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,971 | -32.77 | 190 | -32.14 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 58,465 | -11.35 | 3,748 | -10.42 | ||||
| 2025-08-14 | 13F | Investment House Llc | 7,480 | -6.27 | 479 | -5.34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,557 | -0.68 | 549 | 2.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,729 | -2.07 | 239 | -0.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6,974 | -11.13 | 447 | -10.06 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 5,618 | -7.03 | 360 | -6.01 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 15,333 | -14.34 | 983 | -13.48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18,315 | -0.66 | 1,174 | 0.43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 76,895 | -7.09 | 4,929 | -6.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71,729 | -1.21 | 4,598 | -0.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 702 | -2.23 | 45 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,970 | -12.97 | 383 | -12.18 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 24,256 | -1.02 | 1,555 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,398 | -3.41 | 1,308 | -2.39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,339 | -1.37 | 983 | -0.30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,887 | -6.33 | 313 | -5.15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,725 | -10.43 | 303 | -9.58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 501 | -93.56 | 32 | -93.51 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,704 | -6.85 | 313 | -2.50 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 329 | -17.13 | 21 | -16.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 505 | -15.83 | 32 | -15.79 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,627 | -2.68 | 232 | -1.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71,877 | -4.67 | 4,608 | -3.66 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10,472 | -3.68 | 671 | -2.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7,937 | -12.74 | 509 | -11.96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4,901 | -38.51 | 314 | -37.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,080 | -6.34 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,751 | -34.40 | 312 | -32.24 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12,830 | -46.23 | 822 | -45.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 191,173 | -0.87 | 12,254 | 0.16 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12,725 | -3.60 | 816 | -2.63 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,223 | -81.47 | 207 | -81.32 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3,669 | -19.22 | 235 | -18.40 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,832 | -5.35 | 182 | -4.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27,327 | -15.24 | 2 | -50.00 |
