Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $296M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in IBD

Top Purchases

Q1 2025
Hfg Wealth Management, LLC Shares Held: 61.4K ($1.46M)
Q1 2025
True Wealth Advisors, LLC Shares Held: 80.1K ($1.9M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 25.4K ($603K)
Q1 2025
Christian Investment Advisors, Inc. Shares Held: 877K ($20.8M)
Q1 2025
Range Financial Group LLC Shares Held: 107K ($2.53M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 15.3K ($364K)
Q1 2025
Noble Wealth Management Pbc Shares Held: 0 ($0)
Q1 2025
Focus Financial Network, Inc. Shares Held: 11.2K ($266K)
Q4 2024
Atria Investments LLC Shares Held: 704K ($16.7M)
Q4 2024
One Ascent Wealth Management LLC Shares Held: 339K ($8.03M)

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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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