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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
157+ 125.6% |
$1.88K - $2.62K
|
282
$2.83K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
155+ 407.89% |
$1.86K - $2.58K
|
193
$1.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
150+ 100.0% |
$1.8K - $2.5K
|
300
$3.02K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
126New |
$1.51K - $2.1K
|
126
$1.27K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
120+ 6.89% |
$1.44K - $2K
|
1.86K
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
112+ 70.0% |
$1.34K - $1.87K
|
272
$2.73K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 3333.33% |
$1.2K - $1.67K
|
103
$1.04K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
100+ 3.95% |
$1.2K - $1.67K
|
2.63K
$26.4K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
97New |
$1.16K - $1.62K
|
97
$975
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
96+ 135.21% |
$1.15K - $1.6K
|
167
$1.68K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$1.02K - $1.42K
|
85
$854
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
66+ 471.43% |
$792 - $1.1K
|
80
$804
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
65+ 0.08% |
$780 - $1.08K
|
81.1K
$815K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 3.18% |
$780 - $1.08K
|
2.11K
$21.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
60+ 4.14% |
$720 - $1K
|
1.51K
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
50New |
$600 - $833
|
50
$503
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
50New |
$600 - $833
|
50
$503
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$600 - $833
|
50
$503
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
50+ 11.76% |
$600 - $833
|
475
$4.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 31.25% |
$600 - $833
|
210
$2.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$420 - $583
|
35
$352
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35+ 31.25% |
$420 - $583
|
147
$1.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 4.62% |
$408 - $566
|
770
$7.74K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 5.25% |
$384 - $533
|
641
$6.44K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
30New |
$360 - $500
|
30
$302
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$360 - $500
|
30
$302
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25+ 4.35% |
$300 - $417
|
600
$6.03K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20New |
$240 - $333
|
20
$201
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 2.62% |
$240 - $333
|
783
$7.87K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$240 - $333
|
20
$201
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20New |
$240 - $333
|
20
$201
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
20+ 1.21% |
$240 - $333
|
1.68K
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 3.88% |
$240 - $333
|
535
$5.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$204 - $283
|
17
$171
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
15+ 13.76% |
$180 - $250
|
124
$1.25K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
13New |
$156 - $217
|
13
$131
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.59% |
$120 - $167
|
1.7K
$17.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.7% |
$120 - $167
|
1.44K
$14.5K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.31% |
$108 - $150
|
2.96K
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.11% |
$72 - $100
|
5.23K
$52.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6New |
$72 - $100
|
6
$60.3
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 2.11% |
$60 - $83.3
|
242
$2.43K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-2- 0.6% |
$24 - $33.3
|
330
$3.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-3- 0.44% |
$36 - $50
|
675
$6.78K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4- 0.04% |
$48 - $66.6
|
11.4K
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 5.81% |
$60 - $83.3
|
81
$814
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 14.55% |
$96 - $133
|
47
$472
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 54.55% |
$144 - $200
|
10
$101
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-12- 0.11% |
$144 - $200
|
11.2K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.05% |
$204 - $283
|
32.3K
$325K
|