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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,981 | -69.91 | 313 | -70.80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,158,182 | -9.20 | 101,152 | -11.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170,215 | -40.29 | 3,338 | -42.05 | ||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,564 | -3.74 | 207 | -6.33 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 287,444 | -4.40 | 6 | -16.67 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 585,692 | -0.05 | 11,485 | -2.97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 14,901 | -17.38 | 292 | -19.78 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 54,875 | -27.58 | 1,076 | -28.81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 116,691 | -7.57 | 2,288 | -10.27 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 13,051 | -1.02 | 264 | -3.66 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 193,375 | -1.54 | 3,792 | -4.41 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,195,922 | -3.71 | 23,452 | -6.52 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12,250 | -10.94 | 240 | -13.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,404 | -2.39 | 302 | -5.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 158,268 | -8.55 | 3,104 | -11.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 354,838 | -17.22 | 6,959 | -19.63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24,038 | -6.01 | 471 | -8.72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15,903 | -12.96 | 314 | -15.63 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 18,985 | -3.46 | 372 | -6.30 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,061 | -34.49 | 217 | -36.66 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 258,113 | -0.93 | 5,062 | -3.82 |
