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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23,662 | -1.77 | 1,633 | 8.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 36,135 | -74.84 | 2,493 | -72.19 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 292 | -95.60 | 21 | -95.18 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 219 | -3.95 | 15 | 7.14 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 73,085 | -0.67 | 5,043 | 9.80 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 86,171 | -5.88 | 5,946 | 4.02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 277,170 | -2.17 | 19,125 | 8.14 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 8,712 | -5.91 | 601 | 4.16 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 278,612 | -17.39 | 19,458 | -7.56 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 10,195 | -0.36 | 703 | 7.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 248,288 | -2.25 | 17,132 | 8.05 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 45,213 | -16.38 | 3,120 | -7.56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 25,267 | -1.45 | 1,743 | 8.94 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 4,026 | -4.26 | 278 | 5.73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,280,673 | -6.88 | 88,366 | 2.94 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 14,496 | -0.85 | 1,000 | 9.65 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,288 | -4.52 | 296 | 5.36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4,743 | -5.59 | 327 | 4.47 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 6,886 | -7.52 | 475 | 2.37 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 5,972 | -93.87 | 412 | -93.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,443 | -4.13 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 80 | -78.84 | 6 | -79.17 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 10,066 | -18.17 | 715 | -6.78 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 10,091 | -44.99 | 696 | -39.21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,988 | -3.00 | 482 | 7.35 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,382 | -9.35 | 371 | 0.27 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 119,298 | -4.87 | 8,232 | 3.64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 1,207 | -37.69 | 83 | -30.83 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 8,226 | -13.26 | 568 | -4.22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,089 | -4.42 | 903 | 5.74 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 381,365 | -11.55 | 26,314 | -2.23 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 15,415 | -4.52 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 855 | -33.46 | 59 | -27.50 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 36,879 | -2.85 | 2,545 | 7.39 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,677 | -1.28 | 806 | 9.08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 170,223 | -59.50 | 11,745 | -55.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97,278 | -3.28 | 6,712 | 6.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 40,056 | -5.86 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 1,462 | -9.86 | 101 | -0.99 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 80,268 | -4.63 | 5,539 | 5.43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,248 | -14.13 | 293 | -4.87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22,526 | -1.83 | 1,554 | 8.52 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 25,498 | -43.42 | 1,759 | -37.47 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1,412 | -87.72 | 97 | -86.68 |
