Institutional shares held 20.4 Million
0 calls
0 puts
Total value of holdings $1.02B
$0 calls
$0 puts
# of Institutions 150


Latest Institutional Activity in FLQM

Top Purchases

Q1 2025
Harbor Group, Inc. Shares Held: 505K ($25.3M)
Q1 2025
Eagle Wealth Strategies LLC Shares Held: 197K ($9.86M)
Q1 2025
Sherrill & Hutchins Financial Advisory, Inc Shares Held: 121K ($6.06M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 141K ($7.08M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 22.5K ($1.13M)

Top Sells

Q1 2025
Orgel Wealth Management, LLC Shares Held: 1.48M ($74.2M)
Q1 2025
Thomasville National Bank Shares Held: 91.5K ($4.59M)
Q1 2025
Southland Equity Partners LLC Shares Held: 8.24K ($413K)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 125K ($6.25M)
Q4 2024
Fundamentun, LLC Shares Held: 162K ($8.14M)

About FLQM

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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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