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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7,289 | -1.21 | 912 | 0.55 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 19 | -5.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,545 | -9.53 | 318 | -7.83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,821 | -21.58 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,001 | -2.14 | 1,376 | -0.36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,924 | -48.36 | 241 | -47.48 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37 | -77.16 | 5 | -78.95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,255 | -6.88 | 783 | -5.21 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 2,555 | -0.04 | 300 | -4.78 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1,870 | -1.84 | 234 | -0.43 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 142 | -4.70 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7,400 | -28.85 | 926 | -27.56 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,194 | -6.77 | 775 | -5.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,287 | -6.19 | 2,163 | -4.51 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,786 | -1.93 | 724 | -0.14 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | -31.01 | 11 | -26.67 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8,480 | -3.89 | 1,061 | -2.21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,974 | -41.88 | 0 | |||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,328 | -9.71 | 1,167 | -8.12 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 157 | -12.78 | 20 | -13.64 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,391 | -12.95 | 549 | -11.31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 13,280 | -5.05 | 1,662 | -3.32 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 85,695 | -19.27 | 10,722 | -17.80 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,235 | -1.97 | 280 | -0.36 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 |
