Institutional shares held 3.99 Million
0 calls
0 puts
Total value of holdings $71.1M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in FID

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 35.8K ($637K)
Q1 2025
Wagner Wealth Management, LLC Shares Held: 662K ($11.8M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 23.6K ($419K)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 22.1K ($394K)
Q1 2025
Hobart Private Capital, LLC Shares Held: 205K ($3.64M)

Top Sells

Q1 2025
Compass Capital Corp /Ma/ /Adv Shares Held: 11.8K ($209K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 74.3K ($1.32M)
Q1 2025
Twin Peaks Wealth Advisors, LLC Shares Held: 21.3K ($380K)
Q1 2025
Iams Wealth Management, LLC Shares Held: 12.6K ($224K)
Q4 2024
Fort Point Capital Partners LLC Shares Held: 14.1K ($251K)

About FID

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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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