Institutional shares held 3.03 Million
0 calls
0 puts
Total value of holdings $249M
$0 calls
$0 puts
# of Institutions 88


Latest Institutional Activity in FDMO

Top Purchases

Q4 2025
Retireful, LLC Shares Held: 4.18K ($344K)
Q4 2025
Nova Wealth Management, Inc. Shares Held: 13.1K ($1.08M)
Q4 2025
Assetmark, Inc Shares Held: 2.53K ($208K)
Q4 2025
Capital Investment Counsel, Inc Shares Held: 2.36K ($194K)
Q4 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 118 ($9.71K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 19.3K ($1.59M)
Q4 2025
Orgel Wealth Management, LLC Shares Held: 8.96K ($737K)
Q3 2025
Goldman Sachs Group Inc Shares Held: 12.5K ($1.03M)
Q3 2025
Old Mission Capital LLC Shares Held: 3.01K ($248K)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 16.5K ($1.36M)

About FDMO

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