Institutional shares held 35.4 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 201


Latest Institutional Activity in GTO

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 167K ($7.69M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 265K ($12.2M)
Q1 2025
Good Life Advisors, LLC Shares Held: 225K ($10.4M)
Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 301K ($13.9M)
Q1 2025
Avid Wealth Partners LLC Shares Held: 110K ($5.07M)

Top Sells

Q1 2025
Financial Designs Corp Shares Held: 17.5K ($810K)
Q1 2025
Merit Financial Group, LLC Shares Held: 43.6K ($2.01M)
Q1 2025
Channel Wealth LLC Shares Held: 145K ($6.69M)
Q1 2025
Fjell Capital, LLC Shares Held: 103K ($4.77M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 86.2K ($3.98M)

About GTO

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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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