Institutional shares held 6.9 Million
0 calls
0 puts
Total value of holdings $456M
$0 calls
$0 puts
# of Institutions 165


Latest Institutional Activity in FDLO

Top Purchases

Q4 2025
Howard Capital Management Inc. Shares Held: 233K ($15.4M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 26K ($1.72M)
Q4 2025
Roxbury Financial LLC Shares Held: 14.1K ($930K)
Q4 2025
Mechanics Bank Trust Department Shares Held: 79.4K ($5.25M)
Q4 2025
Ascent Group, LLC Shares Held: 4.6K ($304K)

Top Sells

Q4 2025
Gfg Capital, LLC Shares Held: 115K ($7.6M)
Q4 2025
Westside Investment Management, Inc. Shares Held: 9.88K ($653K)
Q4 2025
Snider Financial Group Shares Held: 5.76K ($381K)
Q4 2025
Buttonwood Financial Group, LLC Shares Held: 7.88K ($521K)
Q4 2025
Savvy Advisors, Inc. Shares Held: 6.38K ($422K)

About FDLO

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