Institutional shares held 3.47 Million
0 calls
0 puts
Total value of holdings $250M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in CFO

Top Purchases

Q4 2024
Mather Group, Llc. Shares Held: 64.7K ($4.63M)
Q3 2024
Bank Of America Corp Shares Held: 185K ($13.3M)
Q3 2024
Stifel Financial Corp Shares Held: 191K ($13.7M)
Q3 2024
Wells Fargo & Company Shares Held: 134K ($9.62M)
Q3 2024
Cetera Investment Advisers Shares Held: 381K ($27.2M)

Top Sells

Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 16.8K ($1.2M)
Q4 2024
Lex Aurum Advisors, LLC Shares Held: 7.04K ($503K)
Q4 2024
Barnes Pettey Financial Advisors, LLC Shares Held: 3.45K ($247K)
Q4 2024
Private Advisor Group, LLC Shares Held: 19.4K ($1.38M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 12.3K ($879K)

About CFO

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