Institutional shares held 3.15 Million
0 calls
0 puts
Total value of holdings $140M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in IDMO

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 136K ($6.04M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 49.2K ($2.19M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 24.2K ($1.08M)
Q1 2025
Southland Equity Partners LLC Shares Held: 17.3K ($772K)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 10.3K ($457K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 162K ($7.23M)
Q1 2025
Cgc Financial Services, LLC Shares Held: 15.6K ($695K)
Q1 2025
Key Client Fiduciary Advisors, LLC Shares Held: 7.23K ($322K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 0 ($0)
Q4 2024
Goldman Sachs Group Inc Shares Held: 15.5K ($688K)

About IDMO

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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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