Purchases and Sales Made in Q1 2023 in Rivian Automotive, Inc. (RIVN)
This table provides information about the institutional ownership of Rivian Automotive, Inc. (RIVN) during Q1 2023. The information is specifically focused on institutions that hold shares of Rivian Automotive, Inc. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$505 - $825
|
39
$573
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
38New |
$492 - $804
|
38
$559
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 48.28% |
$363 - $592
|
86
$1.26K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26+ 26.0% |
$337 - $550
|
126
$1.85K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
25New |
$324 - $529
|
25
$368
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24New |
$311 - $508
|
24
$353
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
23+ 0.21% |
$298 - $486
|
10.8K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22New |
$285 - $465
|
22
$323
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20+ 14.29% |
$259 - $423
|
160
$2.35K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15New |
$194 - $317
|
15
$221
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
14+ 5.6% |
$181 - $296
|
264
$3.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 1.38% |
$130 - $212
|
736
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
10New |
$130 - $212
|
10
$147
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.02% |
$90.7 - $148
|
41.7K
$612K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3New |
$38.9 - $63.4
|
3
$44.1
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$25.9 - $42.3
|
2
$29.4
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1+ 0.0% |
$13 - $21.2
|
26.1K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$13 - $21.2
|
1
$14.7
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 1.22% |
$38.9 - $63.4
|
242
$3.56K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 1.66% |
$51.8 - $84.6
|
237
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 1.06% |
$64.8 - $106
|
467
$6.86K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 54.55% |
$156 - $254
|
10
$147
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 2.69% |
$168 - $275
|
470
$6.91K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.34% |
$246 - $402
|
5.65K
$83.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 15.15% |
$259 - $423
|
112
$1.65K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-22- 0.78% |
$285 - $465
|
2.8K
$41.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-39- 0.95% |
$505 - $825
|
4.06K
$59.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-40- 3.88% |
$518 - $846
|
991
$14.6K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-45- 0.44% |
$583 - $952
|
10.3K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 39.83% |
$609 - $994
|
71
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 3.09% |
$648 - $1.06K
|
1.57K
$23.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 4.85% |
$648 - $1.06K
|
980
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-59- 98.33% |
$765 - $1.25K
|
1
$14.7
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-60- 60.0% |
$778 - $1.27K
|
40
$588
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 0.52% |
$933 - $1.52K
|
13.8K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-76- 84.44% |
$985 - $1.61K
|
14
$206
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-90- 36.0% |
$1.17K - $1.9K
|
160
$2.35K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$1.3K - $2.12K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 2.92% |
$1.3K - $2.12K
|
3.33K
$48.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 20.0% |
$1.3K - $2.12K
|
400
$5.88K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-111- 31.36% |
$1.44K - $2.35K
|
243
$3.57K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 11.84% |
$1.48K - $2.41K
|
849
$12.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-125- 1.07% |
$1.62K - $2.64K
|
11.5K
$170K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 42.25% |
$1.94K - $3.17K
|
205
$3.01K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-161- 42.71% |
$2.09K - $3.41K
|
216
$3.18K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-178- 3.01% |
$2.31K - $3.76K
|
5.74K
$84.4K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-192- 3.62% |
$2.49K - $4.06K
|
5.11K
$75.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-210- 67.74% |
$2.72K - $4.44K
|
100
$1.47K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-210- 28.53% |
$2.72K - $4.44K
|
526
$7.73K
|