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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 55,070 | -3.34 | 1,785 | -1.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,479 | -14.89 | 242 | -12.95 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,244 | -20.51 | 202 | -18.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,888 | -18.49 | 1 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 21,848 | -3.36 | 708 | -1.26 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 66,552 | -0.44 | 2,157 | 1.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 14,467 | -41.56 | 469 | -40.38 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,711 | -2.05 | 574 | 0.17 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 171,340 | -8.88 | 5,553 | -6.95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,807 | -31.46 | 610 | -30.00 | ||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 62,553 | -1.34 | 2,027 | 3.79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 117,289 | -6.45 | 3,801 | -4.47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 729 | -8.30 | 24 | -8.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,757 | -18.80 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 28,199 | -3.62 | 914 | -1.62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 37,566 | -5.57 | 1,218 | -3.57 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34,463 | -15.92 | 1,117 | -14.15 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12,922 | -20.57 | 419 | -18.96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,908 | -26.20 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 261,376 | -6.74 | 8,471 | -4.77 | ||||
| 2025-04-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,012 | -12.13 | 227 | -10.28 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,004 | -2.22 | 259 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 70,912 | -30.40 | 2,298 | -28.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,923 | -9.75 | 322 | -7.76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 35,701 | -5.71 | 1,155 | -3.99 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 480 | -96.63 | 16 | -96.68 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 350 | -96.23 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,128 | -10.58 | 263 | -8.68 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 19 | -66.07 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 8,920 | -0.84 | 289 | 1.40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 300 | -85.00 | 10 | -85.71 |
