Institutional shares held 20.5 Million
4.8K calls
2.6K puts
Total value of holdings $2.43B
$569K calls
$308K puts
# of Institutions 372


Latest Institutional Activity in ACWV

Top Purchases

Q2 2025
Sequoia Financial Advisors, LLC Shares Held: 72.8K ($8.63M)
Q2 2025
Ackerman Capital Advisors, LLC Shares Held: 143K ($16.9M)
Q2 2025
J. Safra Sarasin Holding Ag Shares Held: 22.3K ($2.64M)
Q2 2025
Xy Planning Network, Inc. Shares Held: 15.1K ($1.79M)
Q2 2025
Old National Bancorp Shares Held: 36.2K ($4.3M)

Top Sells

Q2 2025
Tanglewood Wealth Management, Inc. Shares Held: 5.12K ($607K)
Q2 2025
Hb Wealth Management, LLC Shares Held: 141K ($16.7M)
Q2 2025
Truist Financial Corp Shares Held: 81.3K ($9.64M)
Q2 2025
Turtle Creek Wealth Advisors, LLC Shares Held: 36.3K ($4.31M)
Q2 2025
Iron Financial, LLC Shares Held: 53.2K ($6.31M)

About ACWV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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