Purchases and Sales Made in Q2 2023 in Rivian Automotive, Inc. (RIVN)
This table provides information about the institutional ownership of Rivian Automotive, Inc. (RIVN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1K+ 78.34% |
$12K - $16.7K
|
2.28K
$22.9K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1K+ 500.0% |
$12K - $16.7K
|
1.2K
$12.1K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
975+ 195.0% |
$11.7K - $16.2K
|
1.48K
$14.8K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
900+ 91.84% |
$10.8K - $15K
|
1.88K
$18.9K
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
880+ 7.5% |
$10.6K - $14.7K
|
12.6K
$127K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
870+ 99.43% |
$10.4K - $14.5K
|
1.75K
$17.5K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
834New |
$10K - $13.9K
|
834
$8.38K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
800New |
$9.6K - $13.3K
|
800
$8.04K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
800New |
$9.6K - $13.3K
|
800
$8.04K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
755+ 36.44% |
$9.06K - $12.6K
|
2.83K
$28.4K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
724+ 14.72% |
$8.69K - $12.1K
|
5.64K
$56.7K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
703+ 3.15% |
$8.44K - $11.7K
|
23K
$231K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
500New |
$6K - $8.33K
|
500
$5.03K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
500New |
$6K - $8.33K
|
500
$5.03K
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
500+ 32.57% |
$6K - $8.33K
|
2.04K
$20.5K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$6K - $8.33K
|
500
$5.03K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
500+ 67.57% |
$6K - $8.33K
|
1.24K
$12.5K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500New |
$6K - $8.33K
|
500
$5.03K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
499New |
$5.99K - $8.31K
|
499
$5.01K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
496New |
$5.95K - $8.26K
|
496
$4.98K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
465New |
$5.58K - $7.75K
|
465
$4.67K
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
415New |
$4.98K - $6.91K
|
415
$4.17K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
414+ 1.13% |
$4.97K - $6.9K
|
36.9K
$371K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
400+ 0.9% |
$4.8K - $6.66K
|
45.1K
$453K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
390+ 83.51% |
$4.68K - $6.5K
|
857
$8.61K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
352+ 733.33% |
$4.22K - $5.86K
|
400
$4.02K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
343+ 336.27% |
$4.12K - $5.71K
|
445
$4.47K
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
336+ 448.0% |
$4.03K - $5.6K
|
411
$4.13K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
332+ 38.03% |
$3.98K - $5.53K
|
1.21K
$12.1K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
300+ 16.0% |
$3.6K - $5K
|
2.18K
$21.9K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300+ 157.89% |
$3.6K - $5K
|
490
$4.92K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
282+ 10.53% |
$3.38K - $4.7K
|
2.96K
$29.7K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
266+ 206.2% |
$3.19K - $4.43K
|
395
$3.97K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
260+ 22.34% |
$3.12K - $4.33K
|
1.42K
$14.3K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
250+ 480.77% |
$3K - $4.17K
|
302
$3.04K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 0.76% |
$2.94K - $4.08K
|
32.4K
$325K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243+ 28.62% |
$2.92K - $4.05K
|
1.09K
$11K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
243+ 28.62% |
$2.92K - $4.05K
|
1.09K
$11K
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
240+ 2.39% |
$2.88K - $4K
|
10.3K
$103K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
224+ 1.23% |
$2.69K - $3.73K
|
18.5K
$186K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
204New |
$2.45K - $3.4K
|
204
$2.05K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
198+ 19.98% |
$2.38K - $3.3K
|
1.19K
$11.9K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
197+ 4.85% |
$2.36K - $3.28K
|
4.26K
$42.8K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
195+ 80.25% |
$2.34K - $3.25K
|
438
$4.4K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
184+ 2.83% |
$2.21K - $3.07K
|
6.7K
$67.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 1.72% |
$2.1K - $2.92K
|
10.4K
$104K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173+ 26.74% |
$2.08K - $2.88K
|
820
$8.24K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
170+ 0.29% |
$2.04K - $2.83K
|
58.9K
$592K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
161+ 74.54% |
$1.93K - $2.68K
|
377
$3.79K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
160New |
$1.92K - $2.67K
|
160
$1.61K
|