Matthew Goff Investment Advisor, LLC
· Exited
Change
−166K
Δ Own
−100.0%
Date
Q1 2026
UL
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
· Exited
Change
−166K
Δ Own
−100.0%
Date
Q1 2026
|
Matthew Goff Investment Advisor, LLC | Exited· Q1 2026 | – | −166K | −100.0% | Q1 2026 | |||||
|
Mercer Global Advisors Inc
· Exited
Change
−108K
Δ Own
−100.0%
Date
Q1 2026
|
Mercer Global Advisors Inc | Exited· Q1 2026 | – | −108K | −100.0% | Q1 2026 | |||||
|
Tevis Investment Management
· Exited
Change
−98K
Δ Own
−100.0%
Date
Q1 2026
|
Tevis Investment Management | Exited· Q1 2026 | – | −98K | −100.0% | Q1 2026 | |||||
|
Ifp Advisors, Inc
· Exited
Change
−60K
Δ Own
−100.0%
Date
Q1 2026
|
Ifp Advisors, Inc | Exited· Q1 2026 | – | −60K | −100.0% | Q1 2026 | |||||
|
Founders Financial Securities LLC
· Exited
Change
−55K
Δ Own
−100.0%
Date
Q1 2026
|
Founders Financial Securities LLC | Exited· Q1 2026 | – | −55K | −100.0% | Q1 2026 | |||||
|
Callahan Advisors, LLC
· Exited
Change
−33K
Δ Own
−100.0%
Date
Q1 2026
|
Callahan Advisors, LLC | Exited· Q1 2026 | – | −33K | −100.0% | Q1 2026 | |||||
|
Kestra Private Wealth Services, LLC
· Exited
Change
−28K
Δ Own
−100.0%
Date
Q1 2026
|
Kestra Private Wealth Services, LLC | Exited· Q1 2026 | – | −28K | −100.0% | Q1 2026 | |||||
|
Northwestern Mutual Wealth Management Co
· Exited
Change
−20K
Δ Own
−100.0%
Date
Q1 2026
|
Northwestern Mutual Wealth Management Co | Exited· Q1 2026 | – | −20K | −100.0% | Q1 2026 | |||||
|
Highpoint Advisor Group LLC
· Exited
Change
−12K
Δ Own
−100.0%
Date
Q1 2026
|
Highpoint Advisor Group LLC | Exited· Q1 2026 | – | −12K | −100.0% | Q1 2026 | |||||
|
Ferguson Wellman Capital Management, Inc
· New
Change
+10K
Date
Q1 2026
|
Ferguson Wellman Capital Management, Inc | New· Q1 2026 | – | +10K | – | Q1 2026 | |||||
|
Raelipskie Partnership
· Exited
Change
−8K
Δ Own
−100.0%
Date
Q1 2026
|
Raelipskie Partnership | Exited· Q1 2026 | – | −8K | −100.0% | Q1 2026 | |||||
|
Beutel, Goodman & Co Ltd.
· Exited
Change
−7K
Δ Own
−100.0%
Date
Q1 2026
|
Beutel, Goodman & Co Ltd. | Exited· Q1 2026 | – | −7K | −100.0% | Q1 2026 | |||||
|
Value Investment Professionals, LLC
· Exited
Change
−7K
Δ Own
−100.0%
Date
Q1 2026
|
Value Investment Professionals, LLC | Exited· Q1 2026 | – | −7K | −100.0% | Q1 2026 | |||||
|
Hanson & Doremus Investment Management
· Added
Change
+7K
Date
Q1 2026
|
Hanson & Doremus Investment Management | Added· Q1 2026 | – | +7K | – | Q1 2026 | |||||
|
Mather Group, LLC.
· Exited
Change
−7K
Δ Own
−100.0%
Date
Q1 2026
|
Mather Group, LLC. | Exited· Q1 2026 | – | −7K | −100.0% | Q1 2026 | |||||
36 reporting institutions disclosed UL position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.