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 are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | -10,255,452 | -$20.46M | 0 | 4 | 2 | 1 | 6 |
| BBD | BANCO BRADESCO-ADR | -8,889,110 | $31.27M | 0 | 1 | 3 | 0 | 4 |
| KKR | KKR & CO L P DEL | -8,090,654 | $248.37M | 1 | 1 | 7 | 3 | 10 |
| RWAY | RUNWAY GROWTH FINANCE CORP | -4,562,500 | -$61.79M | 0 | 0 | 1 | 0 | 1 |
| UNM | UNUM GROUP | -4,461,628 | -$241.62M | 0 | 2 | 0 | 1 | 2 |
| COF | CAPITAL ONE FINANCIAL CORP | -4,149,525 | $1.51B | 0 | 3 | 5 | 1 | 10 |
| FINV | FINVOLUTION GROUP-ADR | -3,964,988 | -$20.06M | 0 | 0 | 1 | 0 | 2 |
| LNC | LINCOLN NATIONAL CORP | -3,898,611 | -$98.05M | 1 | 1 | 2 | 0 | 4 |
| COIN | COINBASE GLOBAL INC -CLASS A | -2,904,401 | $697.14M | 1 | 0 | 2 | 1 | 3 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | -2,697,845 | -$712.73M | 2 | 9 | 10 | 0 | 28 |
| V | VISA INC-CLASS A SHARES | -2,661,932 | $1.21B | 1 | 13 | 14 | 1 | 31 |
| WFC | WELLS FARGO & CO | -2,566,576 | $1.30B | 1 | 1 | 13 | 0 | 17 |
| CLSK | CLEANSPARK INC | -1,938,116 | -$7.38K | 0 | 0 | 0 | 1 | 0 |
| KEY | KEYCORP | -1,910,189 | $8.35M | 1 | 2 | 1 | 0 | 4 |
| MA | MASTERCARD INC - A | -1,649,582 | $134.66M | 2 | 6 | 12 | 1 | 24 |
| CG | CARLYLE GROUP INC/THE | -1,547,158 | $67.99M | 0 | 1 | 1 | 1 | 2 |
| BITF | BITFARMS LTD/CANADA | -1,336,500 | -$994 | 0 | 0 | 1 | 0 | 1 |
| JFR | NUVEEN FLOATING RATE INCOME | -1,192,691 | -$9.79M | 0 | 0 | 0 | 1 | 0 |
| FHN | FIRST HORIZON CORP | -997,203 | $6.23M | 2 | 1 | 1 | 0 | 5 |
| APO | APOLLO GLOBAL MANAGEMENT INC | -923,421 | -$66.03M | 2 | 1 | 1 | 1 | 5 |
| AJG | ARTHUR J GALLAGHER & CO | -911,163 | -$207.90M | 0 | 2 | 0 | 1 | 2 |
| GL | GLOBE LIFE INC | -807,817 | -$84.22M | 0 | 2 | 1 | 1 | 3 |
| ICE | INTERCONTINENTAL EXCHANGE IN | -763,108 | $312.45M | 1 | 2 | 5 | 0 | 9 |
| ONB | OLD NATIONAL BANCORP | -729,866 | $2.53M | 0 | 2 | 2 | 0 | 4 |
| PYPL | PAYPAL HOLDINGS INC | -666,280 | $36.12M | 2 | 4 | 5 | 0 | 11 |
| LC | LENDINGCLUB CORP | -637,474 | -$1.34K | 0 | 0 | 1 | 0 | 1 |
| SYF | SYNCHRONY FINANCIAL | -622,300 | $954.23K | 0 | 0 | 1 | 1 | 2 |
| JXN | JACKSON FINANCIAL INC-A | -596,952 | $46.25M | 0 | 1 | 3 | 0 | 4 |
| GSHD | GOOSEHEAD INSURANCE INC -A | -542,249 | $29.96M | 0 | 0 | 2 | 0 | 3 |
| NDAQ | NASDAQ INC | -542,244 | $2.92M | 1 | 0 | 0 | 1 | 1 |
| FG | F&G ANNUITIES & LIFE INC | -516,857 | $98.00M | 0 | 0 | 3 | 0 | 3 |
| AIG | AMERICAN INTERNATIONAL GROUP | -514,421 | $14.82M | 0 | 2 | 2 | 0 | 5 |
| AXP | AMERICAN EXPRESS CO | -487,613 | $5.93B | 1 | 1 | 7 | 1 | 15 |
| USCB | USCB FINANCIAL HOLDINGS INC | -481,999 | -$4.99M | 0 | 1 | 1 | 0 | 2 |
| RIOT | RIOT PLATFORMS INC | -478,749 | -$4.47K | 0 | 0 | 0 | 1 | 0 |
| ALL | ALLSTATE CORP | -476,466 | -$31.26M | 1 | 1 | 2 | 2 | 5 |
| ARES | ARES MANAGEMENT CORP - A | -455,575 | $139.03K | 0 | 1 | 2 | 0 | 3 |
| BK | BANK OF NEW YORK MELLON CORP | -433,165 | $777.40M | 0 | 1 | 7 | 0 | 10 |
| WULF | TERAWULF INC | -429,100 | -$541 | 0 | 0 | 0 | 1 | 0 |
| BFH | BREAD FINANCIAL HOLDINGS INC | -410,323 | -$13.67M | 0 | 2 | 1 | 1 | 3 |
| 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 |
| ZION | ZIONS BANCORP NA | -354,339 | $1.32M | 1 | 0 | 0 | 1 | 1 |
| EFT | EATON VANCE FLTNG RT INC TR | -349,427 | -$4.30M | 0 | 0 | 0 | 1 | 0 |
| CMA | COMERICA INC | -341,079 | $13.62M | 1 | 1 | 1 | 0 | 4 |
| EQH | EQUITABLE HOLDINGS INC | -334,547 | $158.47M | 0 | 0 | 2 | 0 | 3 |
| SUPV | GRUPO SUPERVIELLE SA-SP ADR | -331,103 | -$342 | 0 | 0 | 1 | 0 | 1 |
| SLM | SLM CORP | -307,996 | -$3.11K | 0 | 0 | 1 | 0 | 1 |
| TRV | TRAVELERS COS INC/THE | -301,198 | $6.24M | 0 | 2 | 3 | 0 | 8 |
| MUFG | MITSUBISHI UFJ FINL-SPON ADR | -300,465 | $97.17K | 0 | 1 | 1 | 0 | 2 |
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 tracked 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 the managers we track, 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 tracked investors between two consecutive quarterly 13F snapshots (compared to Q3 2023).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
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.