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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | tru Independence LLC | 6,719 | -1.35 | 548 | -0.36 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 30,092 | -5.50 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 45,974 | -3.96 | 3,748 | -2.90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20,854 | -11.02 | 1,700 | -10.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124,250 | -1.46 | 10,151 | -0.39 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 44,638 | -3.84 | 3,640 | -2.78 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 5,201 | -3.51 | 424 | -2.30 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,949 | -21.15 | 322 | -20.35 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,916 | -16.47 | 319 | -15.61 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 55,152 | -0.82 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,657 | -34.40 | 950 | -33.71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 299,906 | -5.66 | 24,452 | -4.63 | ||||
| 2025-05-01 | 13F | SkyOak Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,416,257 | -3.57 | 197,010 | -2.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 554,003 | -17.84 | 45,171 | -16.94 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 144 | -42.40 | 12 | -45.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,643 | -10.32 | 215 | -9.28 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4,376 | -0.27 | 357 | 0.85 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 4,968 | -1.82 | 405 | -0.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,932 | -0.28 | 1,836 | 3.55 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 39,395 | -23.85 | 3,212 | -23.01 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,086 | -0.52 | 496 | 0.61 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 53,525 | -2.64 | 4,364 | -1.56 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 76,434 | -2.05 | 6,232 | -0.97 | ||||
| 2025-04-29 | 13F | Td Private Client Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47,030 | -0.56 | 3,835 | 0.52 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,303 | -2.34 | 269 | -1.10 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,414 | -0.07 | 360 | 0.84 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 38,463 | -0.08 | 3,136 | 1.03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 804 | -3.60 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 227 | -3.40 | 19 | 0.00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5,184 | -6.24 | 423 | -5.17 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 23,597 | -49.15 | 1,924 | -48.61 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,644 | -30.51 | 297 | -31.57 | ||||
| 2025-04-25 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 4,185 | -1.23 | 341 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7,719 | -17.97 | 629 | -17.02 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 38,469 | -0.96 | 3,137 | 0.13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 27,923 | -1.18 | 2,277 | -0.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,070 | -16.36 | 332 | -15.56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,806 | -1.02 | 555 | 0.00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 13,104 | -2.48 | 1,068 | -1.39 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22,402 | -17.20 | 1,827 | -16.32 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3,675 | -34.66 | 300 | -34.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 46,883 | -1.82 | 3,823 | -0.75 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 6,315 | -7.72 | 525 | -0.38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,777 | -0.94 | 1,449 | 0.14 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 7,961 | -6.63 | 649 | -5.53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 28,440 | -34.07 | 2,378 | -31.69 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,231 | -28.83 | 263 | -28.14 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,107 | -31.32 | 335 | -30.71 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 11,448 | -0.21 | 933 | 0.86 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 56,773 | -0.55 | 4,629 | 0.54 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2,491 | -4.52 | 203 | -3.33 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,187 | -5.80 | 749 | -4.71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,631 | -1.09 | 217 | 0.93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2,960 | -8.53 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 72,739 | -50.17 | 5,931 | -49.63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,167 | -8.37 | 503 | -7.38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 51,164 | -26.58 | 4,172 | -25.77 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 10,923 | -2.40 | 891 | -1.33 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 10,578 | -2.14 | 862 | -1.03 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43,200 | -1.59 | 3,522 | -0.51 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 337 | -11.32 | 27 | -10.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44,934 | -0.04 | 3,664 | 1.05 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12,307 | -2.42 | 1,003 | -1.38 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8,364 | -15.34 | 682 | -14.45 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 259,076 | -10.63 | 21 | -8.70 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 20,674 | -4.31 | 1,686 | -3.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,737 | -4.18 | 468 | -3.11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,563 | -23.16 | 127 | -22.56 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 311,807 | -18.50 | 25,423 | -17.60 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,272 | -1.32 | 1,082 | -0.18 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5,106 | -5.81 | 416 | -4.81 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5,945 | -1.33 | 485 | -0.21 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 |
