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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 341,742 | -9.15 | 13,690 | 0.94 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 26,082 | -9.76 | 1,045 | 0.19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16,303 | -17.78 | 668 | -7.23 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 4,063 | -3.79 | 163 | 6.58 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 51,080 | -1.97 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 280,539 | -3.26 | 11,238 | 7.47 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 235,707 | -1.12 | 9,442 | 9.85 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 12,701 | -27.05 | 509 | -18.98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 29,025 | -2.44 | 1,163 | 8.40 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 936 | -7.23 | 37 | 2.78 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 16,170 | -26.74 | 648 | -18.62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,772 | -2.60 | 231 | 11.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,514 | -1.08 | 1 | 0.00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,080 | -30.72 | 1,405 | -23.01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 79,541 | -12.18 | 3,186 | -2.45 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 145,664 | -18.36 | 5,835 | -9.31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39,492 | -63.98 | 2,769 | -29.95 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 137,535 | -66.28 | 5,510 | -62.55 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56,333 | -0.63 | 2,257 | 10.37 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 30,909 | -5.87 | 1,238 | 4.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 120,032 | -19.32 | 5 | -20.00 |
