Institutional shares held 19.7 Million
0 calls
0 puts
Total value of holdings $1.13B
$0 calls
$0 puts
# of Institutions 391


Latest Institutional Activity in AOR

Top Purchases

Q1 2025
Retireful, LLC Shares Held: 28.5K ($1.64M)
Q1 2025
Prentice Wealth Management LLC Shares Held: 26.3K ($1.51M)
Q1 2025
Cx Institutional Shares Held: 8.04K ($462K)
Q1 2025
Successful Portfolios LLC Shares Held: 5.66K ($325K)
Q1 2025
Fermata Advisors, LLC Shares Held: 8.54K ($491K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 39.7K ($2.28M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 17.5K ($1M)
Q1 2025
Consilium Wealth Advisory, LLC Shares Held: 295K ($16.9M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 24.1K ($1.39M)
Q1 2025
Mason & Associates, LLC Shares Held: 5.14K ($295K)

About AOR

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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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