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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet Asset Management Inc | 6,104 | -43.15 | 207 | -45.36 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 8,816 | -5.04 | 299 | -8.59 | ||||
2025-05-15 | 13F | Barclays Plc | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 8,152 | -34.17 | 276 | -36.41 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,605 | -48.84 | 54 | -50.91 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,317 | -1.78 | 79 | -4.88 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,412 | -28.75 | 1 | -100.00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 |