Institutional shares held 1.17 Million
0 calls
0 puts
Total value of holdings $30.8M
$0 calls
$0 puts
# of Institutions 30


Latest Institutional Activity in FSMO

Top Purchases

Q1 2025
Sk Wealth Management, LLC Shares Held: 126K ($3.31M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 12.7K ($334K)
Q1 2025
Provident Wealth Management, LLC Shares Held: 1.62K ($42.5K)
Q1 2025
Mfa Wealth Services Shares Held: 17.2K ($453K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 12.2K ($322K)

Top Sells

Q1 2025
San Luis Wealth Advisors LLC Shares Held: 143K ($3.75M)
Q1 2025
Dentgroup LLC Shares Held: 35.8K ($941K)
Q1 2025
Truist Financial Corp Shares Held: 16.3K ($428K)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 181K ($4.75M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 15.3K ($401K)

About FSMO

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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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