Institutional shares held 657,474
0 calls
0 puts
Total value of holdings $27.9M
$0 calls
$0 puts
# of Institutions 17


Latest Institutional Activity in GDE

Top Purchases

Q1 2025
Magnolia Private Wealth, LLC Shares Held: 204K ($8.64M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 27.4K ($1.16M)
Q1 2025
Sfg Wealth Management, Llc. Shares Held: 18K ($765K)
Q1 2025
Mc Grath & Associates, Inc. Shares Held: 79.6K ($3.38M)
Q1 2025
Fermata Advisors, LLC Shares Held: 18.4K ($779K)

Top Sells

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 173K ($7.33M)
Q3 2024
Jane Street Group, LLC Shares Held: 31.3K ($1.33M)
Q2 2024
Ubs Group Ag Shares Held: 33 ($1.4K)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 137 ($5.81K)

About GDE

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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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