Institutional shares held 46.4 Million
0 calls
0 puts
Total value of holdings $2.49B
$0 calls
$0 puts
# of Institutions 348


Latest Institutional Activity in FV

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 133K ($7.15M)
Q1 2025
Colonial River Wealth Management, LLC Shares Held: 16K ($858K)
Q1 2025
Proactive Wealth Strategies LLC Shares Held: 310K ($16.6M)
Q1 2025
Keybank National Association Shares Held: 11.3K ($608K)
Q1 2025
Global Assets Advisory, LLC Shares Held: 7.7K ($413K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 7.42K ($399K)
Q1 2025
Silver Oak Securities, Inc Shares Held: 22.5K ($1.21M)
Q1 2025
Minich Mac Gregor Wealth Management, LLC Shares Held: 18K ($967K)
Q1 2025
Madrona Financial Services, LLC Shares Held: 383K ($20.6M)
Q1 2025
Secure Asset Management, LLC Shares Held: 62.2K ($3.34M)

About FV

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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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