Institutional shares held 131 Million
20.1K calls
15.8K puts
Total value of holdings $4.9B
$752K calls
$591K puts
# of Institutions 546


Latest Institutional Activity in CALF

Top Purchases

Q1 2025
Clarus Wealth Advisors Shares Held: 103K ($3.87M)
Q1 2025
626 Financial, LLC Shares Held: 225K ($8.43M)
Q1 2025
Private Client Services, LLC Shares Held: 29.1K ($1.09M)
Q1 2025
One Plus One Wealth Management, LLC Shares Held: 95.7K ($3.58M)
Q1 2025
Hbw Advisory Services LLC Shares Held: 97.4K ($3.65M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 606K ($22.7M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 53.4K ($2M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 447K ($16.7M)
Q1 2025
Procyon Advisors, LLC Shares Held: 286K ($10.7M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 384K ($14.4M)

About CALF

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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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