Institutional shares held 3.91 Million
0 calls
0 puts
Total value of holdings $318M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in CFA

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 123K ($10M)
Q1 2025
Good Life Advisors, LLC Shares Held: 2.93K ($239K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 28.6K ($2.33M)
Q1 2025
Nbc Securities, Inc. Shares Held: 577 ($47K)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 1.35K ($110K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 112K ($9.11M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 11.4K ($932K)
Q1 2025
Money Concepts Capital Corp Shares Held: 14.2K ($1.16M)
Q1 2025
Tbh Global Asset Management, LLC Shares Held: 10.3K ($842K)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 4.68K ($381K)

About CFA

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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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