Most sold financial services stocks in Q4 2023
See which Financial Services stocks institutional investors trimmed or exited the most in Q4 2023, measured as net reductions in reported share positions from Q3 2023 into Q4 2023. Notable reductions at the top of this list include ITAU UNIBANCO H-SPON PRF ADR (ITUB), BANCO BRADESCO-ADR (BBD), KKR & CO L P DEL (KKR), RUNWAY GROWTH FINANCE CORP (RWAY). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Explore more:
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | -10,306,899 | -$19.49M | 0 | 4 | 4 | 1 | 9 |
| BBD | BANCO BRADESCO-ADR | -9,011,505 | $31.73M | 1 | 1 | 4 | 0 | 7 |
| KKR | KKR & CO L P DEL | -7,521,681 | $301.35M | 2 | 2 | 8 | 3 | 13 |
| RWAY | RUNWAY GROWTH FINANCE CORP | -4,562,500 | -$61.79M | 0 | 0 | 1 | 0 | 1 |
| UNM | UNUM GROUP | -4,470,524 | -$243.42M | 0 | 2 | 2 | 1 | 4 |
| COF | CAPITAL ONE FINANCIAL CORP | -4,084,396 | $1.52B | 3 | 5 | 5 | 1 | 16 |
| FINV | FINVOLUTION GROUP-ADR | -3,964,988 | -$20.06M | 0 | 0 | 1 | 0 | 2 |
| LNC | LINCOLN NATIONAL CORP | -3,904,508 | -$97.87M | 1 | 2 | 3 | 0 | 7 |
| COIN | COINBASE GLOBAL INC -CLASS A | -2,909,457 | $705.51M | 4 | 1 | 4 | 1 | 9 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | -2,869,682 | -$755.33M | 4 | 13 | 15 | 0 | 40 |
| CLSK | CLEANSPARK INC | -1,947,786 | -$44.23K | 0 | 0 | 0 | 2 | 0 |
| KEY | KEYCORP | -1,915,305 | $9.04M | 1 | 3 | 2 | 0 | 7 |
| WFC | WELLS FARGO & CO | -1,905,698 | $1.36B | 4 | 5 | 15 | 0 | 28 |
| V | VISA INC-CLASS A SHARES | -1,663,114 | $1.55B | 4 | 17 | 20 | 1 | 46 |
| CG | CARLYLE GROUP INC/THE | -1,426,557 | $73.02M | 0 | 2 | 2 | 1 | 4 |
| BITF | BITFARMS LTD/CANADA | -1,345,106 | $72.76K | 1 | 0 | 2 | 0 | 3 |
| MA | MASTERCARD INC - A | -1,181,891 | $384.84M | 6 | 10 | 16 | 1 | 38 |
| JFR | NUVEEN FLOATING RATE INCOME | -1,181,085 | -$9.70M | 1 | 0 | 1 | 1 | 2 |
| AJG | ARTHUR J GALLAGHER & CO | -872,370 | -$199.59M | 0 | 4 | 0 | 1 | 4 |
| GL | GLOBE LIFE INC | -806,638 | -$83.89M | 0 | 3 | 2 | 1 | 5 |
| ONB | OLD NATIONAL BANCORP | -729,866 | $2.53M | 0 | 2 | 2 | 0 | 4 |
| LC | LENDINGCLUB CORP | -627,474 | $86.06K | 1 | 0 | 1 | 0 | 2 |
| JXN | JACKSON FINANCIAL INC-A | -614,242 | $46.79M | 0 | 1 | 6 | 1 | 7 |
| FHN | FIRST HORIZON CORP | -549,106 | $13.03M | 2 | 3 | 1 | 0 | 7 |
| GSHD | GOOSEHEAD INSURANCE INC -A | -542,249 | $29.96M | 0 | 0 | 2 | 0 | 3 |
| FG | F&G ANNUITIES & LIFE INC | -518,117 | $98.05M | 0 | 0 | 4 | 0 | 4 |
| USCB | USCB FINANCIAL HOLDINGS INC | -481,999 | -$4.99M | 0 | 1 | 1 | 0 | 2 |
| BK | BANK OF NEW YORK MELLON CORP | -468,557 | $780.66M | 0 | 2 | 8 | 0 | 12 |
| NDAQ | NASDAQ INC | -432,164 | $10.93M | 2 | 1 | 1 | 1 | 4 |
| WULF | TERAWULF INC | -429,100 | -$541 | 0 | 0 | 0 | 1 | 0 |
| ALL | ALLSTATE CORP | -425,367 | -$16.69M | 3 | 1 | 4 | 2 | 10 |
| BFH | BREAD FINANCIAL HOLDINGS INC | -407,790 | -$13.87M | 0 | 4 | 2 | 1 | 6 |
| RIOT | RIOT PLATFORMS INC | -398,997 | $1.37M | 1 | 1 | 0 | 1 | 2 |
| ZION | ZIONS BANCORP NA | -376,620 | $851.98K | 1 | 0 | 2 | 2 | 4 |
| BGC | BGC GROUP INC-A | -373,065 | $3.41M | 0 | 1 | 1 | 0 | 2 |
| MTG | MGIC INVESTMENT CORP | -356,052 | $7.36M | 0 | 1 | 2 | 1 | 4 |
| EQH | EQUITABLE HOLDINGS INC | -350,662 | $162.27M | 0 | 0 | 3 | 0 | 4 |
| EFT | EATON VANCE FLTNG RT INC TR | -349,427 | -$4.30M | 0 | 0 | 0 | 1 | 0 |
| CMA | COMERICA INC | -342,657 | $14.42M | 1 | 2 | 2 | 0 | 6 |
| ARES | ARES MANAGEMENT CORP - A | -334,740 | $18.22M | 2 | 2 | 2 | 0 | 7 |
| SUPV | GRUPO SUPERVIELLE SA-SP ADR | -331,103 | -$342 | 0 | 0 | 1 | 0 | 1 |
| STT | STATE STREET CORP | -328,433 | $230.31M | 1 | 0 | 5 | 0 | 7 |
| SLM | SLM CORP | -307,996 | -$3.11K | 0 | 0 | 1 | 0 | 1 |
| MUFG | MITSUBISHI UFJ FINL-SPON ADR | -300,465 | $97.17K | 0 | 1 | 1 | 0 | 2 |
| BSAC | BANCO SANTANDER-CHILE-ADR | -294,434 | -$4.82M | 0 | 1 | 1 | 1 | 2 |
| AXP | AMERICAN EXPRESS CO | -291,455 | $6.00B | 2 | 4 | 10 | 1 | 23 |
| CFFN | CAPITOL FEDERAL FINANCIAL IN | -288,479 | $132.86K | 1 | 0 | 1 | 0 | 2 |
| SMFG | SUMITOMO MITSUI-SPONS ADR | -284,015 | -$512.05K | 0 | 1 | 2 | 0 | 4 |
| CNO | CNO FINANCIAL GROUP INC | -257,277 | $23.07M | 1 | 0 | 1 | 0 | 3 |
| HSBC | HSBC HOLDINGS PLC-SPONS ADR | -250,754 | $145.74K | 0 | 1 | 1 | 0 | 4 |
Frequently asked questions about Most sold financial services stocks in Q4 2023
What are the most sold Financial Services stocks in Q4 2023?
The most sold financial services stocks in Q4 2023 are those with the largest decrease in reported share counts across institutional investors compared to Q3 2023, based on SEC 13F filings.
Which financial services stocks did institutional investors trimmed or exited the most in Q4 2023?
Among filers in this sector, net reductions were largest in companies such as ITAU UNIBANCO H-SPON PRF ADR (ITUB), BANCO BRADESCO-ADR (BBD), KKR & CO L P DEL (KKR), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q3 2023).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.