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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,347 | -4.02 | 558 | 6.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,059 | -35.87 | 338 | -28.69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,545 | -8.16 | 1,709 | 2.15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52,090 | -0.00 | 3,484 | 11.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17,428 | -5.94 | 1,166 | 4.67 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 8,391 | -7.04 | 561 | 3.51 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3,621 | -1.15 | 0 |
