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.
Upgradeto unlock premium data.
File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24,686 | -1.17 | 1,037 | 0.19 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,383 | -3.44 | 226 | -2.16 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 2,356 | -4.46 | 99 | -3.92 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 86,111 | -7.20 | 3,618 | -5.95 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 5,989 | -9.89 | 252 | -8.73 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 7,200 | -76.70 | 302 | -76.41 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 60,742 | -1.84 | 2,552 | -0.51 | ||||
2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,028 | -3.86 | 295 | -2.64 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 34,353 | -0.46 | 1,443 | 0.91 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4,977 | -1.93 | 209 | -0.48 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,165 | -0.43 | 343 | 1.18 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6,452 | -51.24 | 271 | -50.55 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10,141 | -0.66 | 426 | 0.71 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,238 | -14.18 | 178 | -12.75 | ||||
2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 69,726 | -1.50 | 2,929 | -0.17 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 39,342 | -32.47 | 1,653 | -31.58 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 97 | -37.42 | 4 | -33.33 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 497,382 | -8.46 | 20,895 | -7.22 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 10,837 | -2.90 | 455 | -1.52 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 6,635 | -4.12 | 279 | -2.80 | ||||
2025-07-09 | 13F | First Bank & Trust | 5,881 | -1.24 | 247 | 0.41 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,173 | -47.58 | 133 | -46.80 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 187 | -55.37 | 8 | -58.82 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 892 | -37.88 | 37 | -37.29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 177,992 | -3.77 | 7 | 0.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 97 | -98.58 | 4 | -98.59 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 88,714 | -0.32 | 3,727 | 1.03 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26,794 | -0.00 | 1,126 | 1.35 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 18,742 | -9.55 | 787 | -8.28 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 21 | -99.05 | 1 | -100.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15,393 | -21.75 | 647 | -20.74 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 278,100 | -2.45 | 11,683 | -1.13 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,933 | -16.50 | 81 | -14.74 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5,378 | -52.13 | 226 | -51.61 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5,315 | -2.15 | 223 | -0.89 | ||||
2025-04-07 | 13F | Summit Global Investments | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,177 | -3.93 | 133 | -2.92 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 127,938 | -0.02 | 5,375 | 1.34 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,460 | -1.42 | 1,070 | -0.09 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 67,215 | -2.99 | 2,786 | -2.99 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 346 | -44.28 | 15 | -44.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 72,657 | -12.56 | 3,052 | -11.38 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 136 | -68.45 | 6 | -70.59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 461,809 | -4.28 | 19,401 | -2.99 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,126 | -22.47 | 299 | -21.32 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 |