Purchases and Sales Made in Q4 2023 in Rivian Automotive, Inc. (RIVN)
This table provides information about the institutional ownership of Rivian Automotive, Inc. (RIVN) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$107 - $170
|
7
$80.6
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
6New |
$92 - $146
|
6
$69.1
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$92 - $146
|
6
$69.1
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.83% |
$76.7 - $122
|
605
$6.96K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$76.7 - $122
|
5
$57.6
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5New |
$76.7 - $122
|
5
$57.6
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 8.51% |
$61.3 - $97.4
|
51
$587
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.6% |
$46 - $73.1
|
501
$5.77K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3New |
$46 - $73.1
|
3
$34.5
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 12.5% |
$30.7 - $48.7
|
18
$207
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.22% |
$15.3 - $24.4
|
451
$5.19K
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 50.0% |
$76.7 - $122
|
5
$57.6
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5Closed |
$76.7 - $122
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6- 3.97% |
$92 - $146
|
145
$1.67K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 2.48% |
$92 - $146
|
236
$2.72K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 1.16% |
$153 - $244
|
850
$9.78K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 54.55% |
$184 - $292
|
10
$115
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 1.39% |
$230 - $365
|
1.06K
$12.2K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16Closed |
$245 - $390
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-21- 0.03% |
$322 - $511
|
67.1K
$773K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-23- 0.2% |
$353 - $560
|
11.5K
$133K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-39- 8.72% |
$598 - $950
|
408
$4.7K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40- 16.67% |
$613 - $974
|
200
$2.3K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44- 2.5% |
$675 - $1.07K
|
1.72K
$19.8K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-45- 0.38% |
$690 - $1.1K
|
11.8K
$136K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-50- 78.13% |
$767 - $1.22K
|
14
$161
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 12.5% |
$767 - $1.22K
|
350
$4.03K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-81- 24.7% |
$1.24K - $1.97K
|
247
$2.84K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-83- 34.3% |
$1.27K - $2.02K
|
159
$1.83K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 13.52% |
$1.32K - $2.09K
|
550
$6.33K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-95- 35.19% |
$1.46K - $2.31K
|
175
$2.01K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 6.32% |
$1.53K - $2.44K
|
1.48K
$17.1K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 92.59% |
$1.53K - $2.44K
|
8
$92.1
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 87.72% |
$1.53K - $2.44K
|
14
$161
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 95.24% |
$1.53K - $2.44K
|
5
$57.6
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-112- 23.73% |
$1.72K - $2.73K
|
360
$4.14K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-115- 31.17% |
$1.76K - $2.8K
|
254
$2.92K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-118- 19.22% |
$1.81K - $2.87K
|
496
$5.71K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-133- 1.01% |
$2.04K - $3.24K
|
13.1K
$150K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-137- 35.4% |
$2.1K - $3.34K
|
250
$2.88K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-138- 6.53% |
$2.12K - $3.36K
|
1.97K
$22.7K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-139- 2.49% |
$2.13K - $3.38K
|
5.45K
$62.8K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-150- 3.53% |
$2.3K - $3.65K
|
4.1K
$47.2K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 3.53% |
$2.3K - $3.65K
|
4.1K
$47.2K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-156- 45.61% |
$2.39K - $3.8K
|
186
$2.14K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-171- 6.28% |
$2.62K - $4.16K
|
2.55K
$29.4K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-182- 84.26% |
$2.79K - $4.43K
|
34
$391
|