Institutional shares held 9.78 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in AZBO

Top Purchases

Q1 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 133K ($0)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 68.3K ($0)
Q1 2025
Blackston Financial Advisory Group, LLC Shares Held: 11K ($0)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 6.89K ($0)
Q1 2025
Focus Financial Network, Inc. Shares Held: 11.9K ($0)

Top Sells

Q1 2025
Gradient Investments LLC Shares Held: 2.52M ($0)
Q1 2025
Paladin Wealth, LLC Shares Held: 40.3K ($0)
Q1 2025
Lloyd Advisory Services, Llc. Shares Held: 299K ($0)
Q1 2025
Howard Bailey Securities, LLC Shares Held: 72.7K ($0)
Q1 2025
Great Lakes Retirement, Inc. Shares Held: 56.8K ($0)

About AZBO

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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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